Independent Advisor Alliance Portfolio Holdings

Independent Advisor Alliance

  • $3.36 Billion
  • Q2 2025

Independent Advisor Alliance has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.36 Billion distributed in 1541 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $283M, Apple Inc. with a value of $194M, Ameris Bancorp with a value of $161M, Microsoft Corp with a value of $157M, and Amazon Com Inc with a value of $131M.

Examining the 13F form we can see an increase of $401M in the current position value, from $2.95B to 3.36B.

Below you can find more details about Independent Advisor Alliance portfolio as well as his latest detailed transactions.

Portfolio value $3.36 Billion
Technology: $1.02 Billion
Financial Services: $542 Million
Consumer Cyclical: $324 Million
ETFs: $296 Million
Industrials: $264 Million
Communication Services: $258 Million
Consumer Defensive: $197 Million
Healthcare: $182 Million
Other: $273 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$462B
$283 Million 8.44% of portfolio
1,792,266
Q2 2025 Added 5.92%
$4.13T
$194 Million 5.77% of portfolio
943,130
Q2 2025 Reduced 1.8%
$5.19B
$161 Million 4.8% of portfolio
2,490,490
Q2 2025 Added 0.0%
$3.94T
$157 Million 4.67% of portfolio
315,162
Q2 2025 Reduced 2.58%
$2.25T
$131 Million 3.9% of portfolio
596,496
Q2 2025 Added 0.19%
$1.6T
$65.6 Million 1.96% of portfolio
88,902
Q2 2025 Added 3.54%
$649B
$58.9 Million 1.75% of portfolio
121,179
Q2 2025 Added 24.85%
$136B
$56.5 Million 1.68% of portfolio
204,798
Q2 2025 Reduced 0.15%
$907B
$50.3 Million 1.5% of portfolio
173,617
Q2 2025 Reduced 6.34%
$1.47T
$48.7 Million 1.45% of portfolio
276,272
Q2 2025 Added 0.42%
$1.53T
$47.7 Million 1.42% of portfolio
268,746
Q2 2025 Added 1.1%
$329B
$41.9 Million 1.25% of portfolio
295,401
Q2 2025 Added 1.1%
$1.43T
$40.4 Million 1.2% of portfolio
127,206
Q2 2025 Added 11.44%
$399B
$40.2 Million 1.2% of portfolio
109,681
Q2 2025 Reduced 1.07%
$518B
$38.9 Million 1.16% of portfolio
29,081
Q2 2025 Added 8.84%
$803B
$33.6 Million 1.0% of portfolio
43,160
Q2 2025 Reduced 2.24%
$403B
$32.6 Million 0.97% of portfolio
32,915
Q2 2025 Reduced 5.89%
$279B
$31.9 Million 0.95% of portfolio
326,446
Q2 2025 Reduced 2.32%
$476B
$31.6 Million 0.94% of portfolio
293,467
Q2 2025 Reduced 9.75%
$571B
$28.9 Million 0.86% of portfolio
81,514
Q2 2025 Added 0.14%
$286B
$24.9 Million 0.74% of portfolio
351,561
Q2 2025 Reduced 15.19%
$3.36B
$23 Million 0.68% of portfolio
56,826
Q2 2025 Reduced 2.21%
$356B
$21.5 Million 0.64% of portfolio
134,644
Q2 2025 Reduced 2.45%
$259B
$21.1 Million 0.63% of portfolio
71,425
Q2 2025 Added 0.23%
$407B
$21.1 Million 0.63% of portfolio
113,905
Q2 2025 Reduced 1.37%
$353B
$19.6 Million 0.58% of portfolio
143,724
Q2 2025 Added 48.58%
$218B
$17.9 Million 0.53% of portfolio
61,430
Q2 2025 Reduced 6.34%
$20.2B
$17.6 Million 0.53% of portfolio
79,082
Q2 2025 Reduced 0.37%
$262B
$17.3 Million 0.52% of portfolio
44,619
Q2 2025 Reduced 3.1%
$0
$16.1 Million 0.48% of portfolio
25,860
Q2 2025 Added 231.54%
$95.8B
$16 Million 0.48% of portfolio
135,282
Q2 2025 Added 0.17%
$301B
$15.9 Million 0.47% of portfolio
111,126
Q2 2025 Reduced 8.88%
$552B
$15.8 Million 0.47% of portfolio
28,202
Q2 2025 Reduced 2.13%
$492B
$14.3 Million 0.43% of portfolio
93,898
Q2 2025 Reduced 2.22%
$238B
$14.1 Million 0.42% of portfolio
77,146
Q2 2025 Reduced 3.96%
$83.4B
$13.7 Million 0.41% of portfolio
70,533
Q2 2025 Added 6.36%
$786B
$13.7 Million 0.41% of portfolio
62,707
Q2 2025 Added 5.36%
$0
$13.7 Million 0.41% of portfolio
45,115
Q2 2025 Added 19.07%
$0
$13.4 Million 0.4% of portfolio
184,594
Q2 2025 Added 54.64%
$60.1B
$12.9 Million 0.38% of portfolio
299,902
Q2 2025 Reduced 2.91%
$246B
$12.1 Million 0.36% of portfolio
44,417
Q2 2025 Added 1.21%
$433M
$12.1 Million 0.36% of portfolio
1,218,700
Q2 2025 Reduced 8.88%
$98.1B
$12.1 Million 0.36% of portfolio
17,294
Q2 2025 Added 3.15%
$150B
$11.9 Million 0.35% of portfolio
53,422
Q2 2025 Reduced 6.26%
$58.7B
$11.7 Million 0.35% of portfolio
72,841
Q2 2025 Reduced 3.89%
$89.4B
$11.8 Million 0.35% of portfolio
51,779
Q2 2025 Reduced 10.96%
$135B
$11.6 Million 0.34% of portfolio
24,941
Q2 2025 Added 5.43%
$104B
$11.4 Million 0.34% of portfolio
124,108
Q2 2025 Reduced 1.63%
$248B
$11.2 Million 0.33% of portfolio
35,003
Q2 2025 Reduced 12.87%

Summary

  • Portfolio
  • No. of Stocks 1,541
  • Current Value $3.36 Billion
  • Prior Value $2.95 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 124 stocks
  • Additional Purchases 406 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 338 stocks
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