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
$36.7B
$1.87 Million 0.06% of portfolio
37,940
Q2 2025 Reduced 12.35%
$104B
$2.08 Million 0.06% of portfolio
13,027
Q2 2025 Added 0.78%
$0
$2.13 Million 0.06% of portfolio
21,728
Q2 2025 Added 22.4%
$0
$1.91 Million 0.06% of portfolio
6,840
Q2 2025 New
$35.5B
$1.99 Million 0.06% of portfolio
15,354
Q2 2025 Added 4.12%
$0
$1.88 Million 0.06% of portfolio
35,900
Q2 2025 Added 29.29%
$65.7B
$2.12 Million 0.06% of portfolio
26,370
Q2 2025 Reduced 2.69%
$0
$2.16 Million 0.06% of portfolio
46,318
Q2 2025 New
$17B
$2.1 Million 0.06% of portfolio
61,041
Q2 2025 Added 0.16%
$2.86B
$2.1 Million 0.06% of portfolio
115,563
Q2 2025 Added 29.16%
$0
$2.12 Million 0.06% of portfolio
142,306
Q2 2025 Added 248.77%
$27.4B
$1.91 Million 0.06% of portfolio
45,358
Q2 2025 Added 138.36%
$61B
$1.94 Million 0.06% of portfolio
5,930
Q2 2025 Added 5.31%
$70.7B
$2.1 Million 0.06% of portfolio
39,921
Q2 2025 Added 1.51%
$94.9B
$1.93 Million 0.06% of portfolio
5,847
Q2 2025 Added 0.71%
$21.1B
$2.01 Million 0.06% of portfolio
22,002
Q2 2025 Added 6.69%
$32.6B
$1.91 Million 0.06% of portfolio
23,402
Q2 2025 Added 2.92%
$109B
$2.07 Million 0.06% of portfolio
792
Q2 2025 Added 0.25%
$22.9B
$2.01 Million 0.06% of portfolio
27,901
Q2 2025 Reduced 12.81%
$106B
$2.1 Million 0.06% of portfolio
2,872
Q2 2025 Added 29.19%
$3.4B
$1.86 Million 0.06% of portfolio
61,495
Q2 2025 Reduced 0.09%
$73.5B
$1.92 Million 0.06% of portfolio
24,833
Q2 2025 Added 22.91%
$102B
$2.05 Million 0.06% of portfolio
29,728
Q2 2025 Reduced 7.58%
$86.8B
$2.05 Million 0.06% of portfolio
7,488
Q2 2025 Reduced 2.3%
$31.8B
$2.06 Million 0.06% of portfolio
73,420
Q2 2025 Added 1.69%
$69.5B
$1.97 Million 0.06% of portfolio
7,705
Q2 2025 Added 5.9%
$41.4B
$2.16 Million 0.06% of portfolio
16,737
Q2 2025 Reduced 39.45%
$29.9B
$2.04 Million 0.06% of portfolio
39,459
Q2 2025 Added 5.51%
$63.7B
$1.93 Million 0.06% of portfolio
8,490
Q2 2025 Reduced 3.24%
$27.2B
$1.62 Million 0.05% of portfolio
7,448
Q2 2025 Added 139.1%
$0
$1.66 Million 0.05% of portfolio
39,378
Q2 2025 Added 4.51%
$60.2B
$1.57 Million 0.05% of portfolio
5,552
Q2 2025 Added 1.13%
$5.08B
$1.61 Million 0.05% of portfolio
222,678
Q2 2025 Reduced 1.69%
$42.5B
$1.56 Million 0.05% of portfolio
12,283
Q2 2025 Added 11.28%
$717M
$1.6 Million 0.05% of portfolio
40,721
Q2 2025 New
$0
$1.68 Million 0.05% of portfolio
88,421
Q2 2025 Reduced 2.97%
$0
$1.74 Million 0.05% of portfolio
3,969
Q2 2025 Added 12.06%
$33.5B
$1.82 Million 0.05% of portfolio
34,513
Q2 2025 Reduced 8.12%
$0
$1.57 Million 0.05% of portfolio
59,388
Q2 2025 Added 22.4%
$88.9B
$1.52 Million 0.05% of portfolio
3,021
Q2 2025 Reduced 0.92%
$79.5B
$1.64 Million 0.05% of portfolio
13,061
Q2 2025 Added 2.04%
$15.2B
$1.65 Million 0.05% of portfolio
13,725
Q2 2025 Reduced 2.68%
$99.2B
$1.79 Million 0.05% of portfolio
19,509
Q2 2025 Reduced 34.53%
$12B
$1.83 Million 0.05% of portfolio
6,631
Q2 2025 Added 240.75%
$151B
$1.72 Million 0.05% of portfolio
76,844
Q2 2025 Reduced 30.71%
$10.4B
$1.6 Million 0.05% of portfolio
18,650
Q2 2025 Reduced 3.75%
$2.62B
$1.58 Million 0.05% of portfolio
191,753
Q2 2025 Reduced 2.7%
$6.18B
$1.53 Million 0.05% of portfolio
10,509
Q2 2025 Added 2.51%
$42.9B
$1.61 Million 0.05% of portfolio
6,637
Q2 2025 Added 19.61%

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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