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
$2.13B
$3.53 Million 0.11% of portfolio
54,545
Q2 2025 Added 27.03%
$67.6B
$3.79 Million 0.11% of portfolio
35,812
Q2 2025 Reduced 0.26%
$26.8B
$3.69 Million 0.11% of portfolio
33,294
Q2 2025 Reduced 1.39%
$141B
$3.66 Million 0.11% of portfolio
33,020
Q2 2025 Reduced 4.11%
$149B
$3.82 Million 0.11% of portfolio
10,688
Q2 2025 Reduced 67.82%
$129B
$3.66 Million 0.11% of portfolio
17,459
Q2 2025 Added 0.22%
$213B
$3.54 Million 0.11% of portfolio
8,722
Q2 2025 Reduced 13.15%
$31.7B
$3.68 Million 0.11% of portfolio
10,933
Q2 2025 Added 567.05%
$58.6B
$3.77 Million 0.11% of portfolio
36,307
Q2 2025 Reduced 5.3%
$93.8B
$3.8 Million 0.11% of portfolio
7,595
Q2 2025 Added 8.36%
$19.7B
$3.54 Million 0.11% of portfolio
29,203
Q2 2025 Added 1.4%
$6.58B
$3.77 Million 0.11% of portfolio
41,849
Q2 2025 Added 1,450.54%
$121B
$3.69 Million 0.11% of portfolio
11,965
Q2 2025 Reduced 5.32%
$0
$3.68 Million 0.11% of portfolio
16,192
Q2 2025 New
$36.8B
$3.52 Million 0.1% of portfolio
20,231
Q2 2025 Added 4.2%
$0
$3.39 Million 0.1% of portfolio
25,413
Q2 2025 Added 1,173.2%
$177B
$3.5 Million 0.1% of portfolio
17,976
Q2 2025 Reduced 32.63%
$0
$3.46 Million 0.1% of portfolio
36,890
Q2 2025 Added 7.0%
$10.5B
$3.24 Million 0.1% of portfolio
56,888
Q2 2025 New
$156B
$3.3 Million 0.1% of portfolio
3,680
Q2 2025 Reduced 3.56%
$0
$3.41 Million 0.1% of portfolio
57,021
Q2 2025 Added 4.38%
$0
$3.39 Million 0.1% of portfolio
116,155
Q2 2025 Reduced 4.58%
$153M
$3.28 Million 0.1% of portfolio
271,421
Q2 2025 Reduced 3.2%
$71.4B
$3.29 Million 0.1% of portfolio
72,762
Q2 2025 Added 2.31%
$96.6B
$3.41 Million 0.1% of portfolio
73,685
Q2 2025 Reduced 3.14%
$140B
$3.2 Million 0.1% of portfolio
8,080
Q2 2025 Reduced 2.06%
$12.9B
$3.41 Million 0.1% of portfolio
77,373
Q2 2025 New
$8B
$3.42 Million 0.1% of portfolio
32,931
Q2 2025 Reduced 1.28%
$22.8B
$3.32 Million 0.1% of portfolio
101,259
Q2 2025 Added 7.31%
$171B
$3.37 Million 0.1% of portfolio
36,889
Q2 2025 Reduced 5.66%
$64B
$3.26 Million 0.1% of portfolio
111,029
Q2 2025 Reduced 9.47%
$42.2B
$3.22 Million 0.1% of portfolio
19,650
Q2 2025 Added 369.2%
$11.4B
$3.37 Million 0.1% of portfolio
20,475
Q2 2025 Added 1.33%
$52.5B
$3.02 Million 0.09% of portfolio
5,664
Q2 2025 Added 7.48%
$0
$3.04 Million 0.09% of portfolio
34,412
Q2 2025 Added 5.65%
$70.8B
$2.93 Million 0.09% of portfolio
11,865
Q2 2025 Added 50.36%
$90.6B
$3.17 Million 0.09% of portfolio
44,672
Q2 2025 Added 2.97%
$131B
$2.93 Million 0.09% of portfolio
86,721
Q2 2025 Added 0.97%
$0
$3.16 Million 0.09% of portfolio
34,643
Q2 2025 Added 33.77%
$40.5B
$2.88 Million 0.09% of portfolio
17,153
Q2 2025 Added 1.69%
$0
$3.02 Million 0.09% of portfolio
16,639
Q2 2025 Reduced 30.43%
$316B
$3.12 Million 0.09% of portfolio
10,266
Q2 2025 Added 3.1%
$29.3B
$3.14 Million 0.09% of portfolio
5,863
Q2 2025 New
$23.4B
$3.12 Million 0.09% of portfolio
17,027
Q2 2025 Added 0.33%
$1.16B
$2.99 Million 0.09% of portfolio
53,178
Q2 2025 Reduced 25.11%
$85.9B
$3 Million 0.09% of portfolio
44,452
Q2 2025 Reduced 2.23%
$0
$3.16 Million 0.09% of portfolio
73,901
Q2 2025 Added 25.76%
$50.9B
$2.88 Million 0.09% of portfolio
3,474
Q2 2025 Added 6.17%
$90.8B
$2.63 Million 0.08% of portfolio
14,326
Q2 2025 Added 47.07%

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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