Independent Advisor Alliance Portfolio Holdings
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
Independent Advisor Alliance has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $7.25 Billion distributed in 2258 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $238M, Nvidia Corp with a value of $212M, Spdr Portfolio S&P 500 ETF (Ma with a value of $211M, Ameris Bancorp with a value of $156M, and Spdr Portfolio with a value of $140M.
Examining the 13F form we can see an increase of $4.54B in the current position value, from $2.71B to 7.25B.
Below you can find more details about Independent Advisor Alliance portfolio as well as his latest detailed transactions.
Portfolio value
$7.25 Billion
ETFs: $4.31 Billion
Technology: $916 Million
Financial Services: $542 Million
Consumer Cyclical: $344 Million
Industrials: $250 Million
Communication Services: $218 Million
Consumer Defensive: $197 Million
Healthcare: $179 Million
Other: $263 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 2,258
- Current Value $7.25 Billion
- Prior Value $2.71 Billion
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 688 stocks
- Additional Purchases 506 stocks
- Sold out of 0 stocks
- Reduced holdings in 144 stocks