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
$124B
$2.79 Million 0.08% of portfolio
29,762
Q2 2025 Added 203.32%
$10.4B
$2.63 Million 0.08% of portfolio
52,721
Q2 2025 New
$2.93B
$2.66 Million 0.08% of portfolio
36,786
Q2 2025 Added 3.21%
$21.4B
$2.76 Million 0.08% of portfolio
28,712
Q2 2025 Added 0.24%
$64.6B
$2.82 Million 0.08% of portfolio
31,015
Q2 2025 Reduced 2.7%
$30.5B
$2.78 Million 0.08% of portfolio
27,132
Q2 2025 Reduced 1.96%
$82.1B
$2.57 Million 0.08% of portfolio
12,075
Q2 2025 Added 24.96%
$192B
$2.66 Million 0.08% of portfolio
23,101
Q2 2025 Reduced 18.11%
$22.8B
$2.69 Million 0.08% of portfolio
5,981
Q2 2025 New
$7.52B
$2.59 Million 0.08% of portfolio
28,141
Q2 2025 Reduced 0.86%
$19.4B
$2.7 Million 0.08% of portfolio
32,527
Q2 2025 Reduced 1.78%
$94.2B
$2.67 Million 0.08% of portfolio
9,678
Q2 2025 Reduced 0.91%
$53.9B
$2.84 Million 0.08% of portfolio
8,104
Q2 2025 Added 1.25%
$3.81B
$2.59 Million 0.08% of portfolio
48,225
Q2 2025 Reduced 23.26%
$35.2B
$2.69 Million 0.08% of portfolio
26,815
Q2 2025 Reduced 4.8%
$46.4B
$2.41 Million 0.07% of portfolio
33,610
Q2 2025 Added 0.56%
$49.5B
$2.46 Million 0.07% of portfolio
47,813
Q2 2025 Reduced 27.53%
$0
$2.43 Million 0.07% of portfolio
29,164
Q2 2025 Reduced 1.22%
$26.4B
$2.22 Million 0.07% of portfolio
1,133
Q2 2025 Reduced 0.96%
$209M
$2.46 Million 0.07% of portfolio
100,982
Q2 2025 Reduced 1.79%
$0
$2.45 Million 0.07% of portfolio
23,403
Q2 2025 Reduced 32.96%
$5.57B
$2.48 Million 0.07% of portfolio
13,731
Q2 2025 New
$0
$2.24 Million 0.07% of portfolio
9,094
Q2 2025 Added 2.24%
$14.8B
$2.27 Million 0.07% of portfolio
17,997
Q2 2025 Reduced 6.65%
$12.6B
$2.35 Million 0.07% of portfolio
13,357
Q2 2025 Added 0.77%
$109B
$2.25 Million 0.07% of portfolio
16,911
Q2 2025 Added 2.48%
$76.2B
$2.39 Million 0.07% of portfolio
73,344
Q2 2025 Reduced 4.45%
$31.2B
$2.38 Million 0.07% of portfolio
29,861
Q2 2025 Reduced 38.2%
$36.1B
$2.39 Million 0.07% of portfolio
22,984
Q2 2025 Added 2.95%
$20.2B
$2.45 Million 0.07% of portfolio
21,406
Q2 2025 Reduced 34.86%
$98.4B
$2.48 Million 0.07% of portfolio
5,681
Q2 2025 Reduced 2.56%
$73.1B
$2.41 Million 0.07% of portfolio
4,709
Q2 2025 Added 6.93%
$23.9B
$2.38 Million 0.07% of portfolio
24,677
Q2 2025 Reduced 3.56%
$0
$2.47 Million 0.07% of portfolio
50,366
Q2 2025 Reduced 6.13%
$75.5B
$2.31 Million 0.07% of portfolio
21,840
Q2 2025 Added 110.87%
$0
$2.38 Million 0.07% of portfolio
156,601
Q2 2025 New
$0
$2.32 Million 0.07% of portfolio
24,316
Q2 2025 Added 29.49%
$1.57B
$2.41 Million 0.07% of portfolio
348,738
Q2 2025 Added 0.47%
$0
$2.34 Million 0.07% of portfolio
140,091
Q2 2025 Reduced 20.38%
$0
$2.47 Million 0.07% of portfolio
5,826
Q2 2025 Added 4.22%
$109B
$2.49 Million 0.07% of portfolio
42,660
Q2 2025 Added 3.89%
$53.7B
$1.97 Million 0.06% of portfolio
3,477
Q2 2025 Added 5.08%
$205B
$2.02 Million 0.06% of portfolio
15,365
Q2 2025 Added 5.28%
$0
$1.91 Million 0.06% of portfolio
37,390
Q2 2025 New
$952M
$2.07 Million 0.06% of portfolio
74,200
Q2 2025 Added 5.47%
$10B
$1.91 Million 0.06% of portfolio
47,427
Q2 2025 Added 5.43%
$0
$1.99 Million 0.06% of portfolio
25,087
Q2 2025 Reduced 4.16%
$8.81B
$1.92 Million 0.06% of portfolio
21,587
Q2 2025 Added 76.02%
$1.46B
$1.97 Million 0.06% of portfolio
56,983
Q2 2025 Added 0.18%

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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