Independent Advisor Alliance Portfolio Holdings

Independent Advisor Alliance

  • $2.95 Billion
  • Q1 2025

Independent Advisor Alliance has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.95 Billion distributed in 1440 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $213M, Nvidia Corp with a value of $183M, Ameris Bancorp with a value of $143M, Microsoft Corp with a value of $121M, and Amazon Com Inc with a value of $113M.

Examining the 13F form we can see an decrease of $4.3B in the current position value, from $7.25B to 2.95B.

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

Portfolio value $2.95 Billion
Technology: $813 Million
Financial Services: $501 Million
Consumer Cyclical: $293 Million
Industrials: $241 Million
ETFs: $216 Million
Communication Services: $211 Million
Consumer Defensive: $204 Million
Healthcare: $195 Million
Other: $279 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.58 Million 0.12% of portfolio
57,672
Q1 2025 Reduced 42.74%
$3.62B
$3.64 Million 0.12% of portfolio
62,838
Q1 2025 Added 8.66%
$60.6B
$3.5 Million 0.12% of portfolio
122,646
Q1 2025 Added 15.68%
$85.3B
$3.47 Million 0.12% of portfolio
31,630
Q1 2025 Reduced 3.39%
$49B
$3.41 Million 0.12% of portfolio
32,718
Q1 2025 Added 4.13%
$50.8B
$3.53 Million 0.12% of portfolio
65,975
Q1 2025 Added 0.03%
$1.45B
$3.57 Million 0.12% of portfolio
71,004
Q1 2025 Reduced 13.9%
$18.8B
$3.43 Million 0.12% of portfolio
28,801
Q1 2025 Added 2.52%
$0
$3.68 Million 0.12% of portfolio
34,908
Q1 2025 Reduced 72.59%
$82.6B
$3.46 Million 0.12% of portfolio
35,907
Q1 2025 Added 8.98%
$86.8B
$3.59 Million 0.12% of portfolio
7,009
Q1 2025 Added 0.99%
$23.8B
$3.15 Million 0.11% of portfolio
28,642
Q1 2025 Reduced 2.56%
$161B
$3.28 Million 0.11% of portfolio
22,581
Q1 2025 Reduced 8.14%
$8.21B
$3.34 Million 0.11% of portfolio
33,357
Q1 2025 Added 0.18%
$87.9B
$3.38 Million 0.11% of portfolio
51,852
Q1 2025 Reduced 3.64%
$0
$3.24 Million 0.11% of portfolio
54,626
Q1 2025 Reduced 1.66%
$182B
$3.15 Million 0.11% of portfolio
43,202
Q1 2025 Added 3.99%
$0
$3.23 Million 0.11% of portfolio
34,478
Q1 2025 Reduced 77.26%
$36.7B
$3.11 Million 0.11% of portfolio
28,166
Q1 2025 Added 4.68%
$26.6B
$2.98 Million 0.1% of portfolio
16,971
Q1 2025 Reduced 6.53%
$136B
$2.97 Million 0.1% of portfolio
17,421
Q1 2025 Reduced 3.85%
$18.8B
$3.08 Million 0.1% of portfolio
16,438
Q1 2025 Reduced 0.53%
$280B
$2.93 Million 0.1% of portfolio
4,419
Q1 2025 Reduced 2.99%
$1.2B
$2.85 Million 0.1% of portfolio
347,113
Q1 2025 New
$68.6B
$3 Million 0.1% of portfolio
71,120
Q1 2025 Added 6.97%
$173B
$3.06 Million 0.1% of portfolio
39,103
Q1 2025 Added 13.84%
$18B
$2.83 Million 0.1% of portfolio
33,116
Q1 2025 Added 2.74%
$2.86B
$3.07 Million 0.1% of portfolio
23,432
Q1 2025 New
$97B
$3.09 Million 0.1% of portfolio
45,468
Q1 2025 Reduced 15.41%
$18.7B
$2.92 Million 0.1% of portfolio
94,362
Q1 2025 Reduced 16.04%
$0
$2.93 Million 0.1% of portfolio
175,948
Q1 2025 Added 2.28%
$0
$2.97 Million 0.1% of portfolio
32,573
Q1 2025 Reduced 77.42%
$17.7B
$3.08 Million 0.1% of portfolio
20,207
Q1 2025 Added 8.07%
$111B
$2.92 Million 0.1% of portfolio
29,798
Q1 2025 Added 21.37%
$74B
$2.99 Million 0.1% of portfolio
31,876
Q1 2025 Added 2.21%
$149B
$3.07 Million 0.1% of portfolio
8,250
Q1 2025 Added 1.24%
$0
$3.05 Million 0.1% of portfolio
121,725
Q1 2025 Reduced 87.44%
$3.16B
$2.86 Million 0.1% of portfolio
35,642
Q1 2025 Added 99.44%
$12.3B
$2.93 Million 0.1% of portfolio
17,589
Q1 2025 Reduced 0.57%
$53.9B
$3.06 Million 0.1% of portfolio
27,131
Q1 2025 Reduced 4.1%
$95B
$2.75 Million 0.09% of portfolio
43,384
Q1 2025 Added 4.84%
$31.6B
$2.65 Million 0.09% of portfolio
4,477
Q1 2025 New
$12.8B
$2.78 Million 0.09% of portfolio
28,180
Q1 2025 Added 0.01%
$118B
$2.63 Million 0.09% of portfolio
85,885
Q1 2025 Reduced 0.1%
$57.3B
$2.55 Million 0.09% of portfolio
5,270
Q1 2025 Added 2.53%
$126B
$2.59 Million 0.09% of portfolio
3,816
Q1 2025 Reduced 2.0%
$0
$2.71 Million 0.09% of portfolio
53,654
Q1 2025 Reduced 15.01%
$88.9B
$2.66 Million 0.09% of portfolio
12,963
Q1 2025 Added 106.85%
$95.4B
$2.52 Million 0.09% of portfolio
110,907
Q1 2025 Added 38.46%

Summary

  • Portfolio
  • No. of Stocks 1,440
  • Current Value $2.95 Billion
  • Prior Value $7.25 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 62 stocks
  • Additional Purchases 328 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 412 stocks
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