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
$36.9B
$1.77 Million 0.06% of portfolio
14,747
Q1 2025 Reduced 5.32%
$5.08B
$1.64 Million 0.06% of portfolio
226,495
Q1 2025 Added 2.02%
$88.6B
$1.83 Million 0.06% of portfolio
7,664
Q1 2025 Reduced 1.64%
$36.3B
$1.75 Million 0.06% of portfolio
32,000
Q1 2025 Reduced 20.05%
$2.31B
$1.7 Million 0.06% of portfolio
197,080
Q1 2025 Added 5.18%
$185B
$1.65 Million 0.06% of portfolio
14,595
Q1 2025 Reduced 16.03%
$125B
$1.91 Million 0.06% of portfolio
16,501
Q1 2025 Added 3.56%
$94.1B
$1.89 Million 0.06% of portfolio
4,404
Q1 2025 Reduced 3.14%
$101B
$1.85 Million 0.06% of portfolio
16,517
Q1 2025 Added 1.34%
$76.6B
$1.91 Million 0.06% of portfolio
7,891
Q1 2025 Reduced 24.33%
$0
$1.7 Million 0.06% of portfolio
28,945
Q1 2025 Reduced 92.29%
$0
$1.88 Million 0.06% of portfolio
8,895
Q1 2025 Reduced 69.73%
$3.35B
$1.78 Million 0.06% of portfolio
89,475
Q1 2025 New
$50.4B
$1.76 Million 0.06% of portfolio
5,631
Q1 2025 Added 15.32%
$320B
$1.72 Million 0.06% of portfolio
13,043
Q1 2025 Added 53.05%
$9.96B
$1.82 Million 0.06% of portfolio
44,985
Q1 2025 Added 4.45%
$10.4B
$1.66 Million 0.06% of portfolio
19,377
Q1 2025 Reduced 5.49%
$45.7B
$1.8 Million 0.06% of portfolio
39,326
Q1 2025 Reduced 27.95%
$91.6B
$1.91 Million 0.06% of portfolio
5,806
Q1 2025 Reduced 1.51%
$35.7B
$1.89 Million 0.06% of portfolio
43,288
Q1 2025 Reduced 19.33%
$83.4B
$1.73 Million 0.06% of portfolio
9,663
Q1 2025 Added 3.0%
$51.2B
$1.72 Million 0.06% of portfolio
3,272
Q1 2025 Added 8.85%
$61.9B
$1.42 Million 0.05% of portfolio
16,307
Q1 2025 Added 0.59%
$24B
$1.41 Million 0.05% of portfolio
93,665
Q1 2025 Added 7.83%
$33.3B
$1.41 Million 0.05% of portfolio
72,199
Q1 2025 Reduced 14.81%
$53.1B
$1.35 Million 0.05% of portfolio
5,496
Q1 2025 Added 4.09%
$79.5B
$1.6 Million 0.05% of portfolio
12,800
Q1 2025 Added 8.66%
$30.2B
$1.39 Million 0.05% of portfolio
12,131
Q1 2025 Added 10.77%
$0
$1.37 Million 0.05% of portfolio
13,123
Q1 2025 Reduced 95.1%
$13B
$1.39 Million 0.05% of portfolio
69,569
Q4 2024 Reduced 1.79%
$6.75B
$1.41 Million 0.05% of portfolio
2,293
Q1 2025 Added 0.61%
$57.3B
$1.38 Million 0.05% of portfolio
8,004
Q1 2025 Added 6.89%
$253B
$1.36 Million 0.05% of portfolio
18,562
Q1 2025 Added 5.65%
$3.63B
$1.53 Million 0.05% of portfolio
61,551
Q1 2025 New
$24B
$1.56 Million 0.05% of portfolio
10,552
Q1 2025 Reduced 5.91%
$27B
$1.48 Million 0.05% of portfolio
19,029
Q1 2025 Reduced 4.76%
$0
$1.34 Million 0.05% of portfolio
62,317
Q1 2025 Reduced 48.21%
$66.1B
$1.62 Million 0.05% of portfolio
5,490
Q1 2025 Reduced 3.72%
$982M
$1.48 Million 0.05% of portfolio
1,094
Q1 2025 Added 11.86%
$67.5B
$1.54 Million 0.05% of portfolio
3,552
Q1 2025 Reduced 10.98%
$40.6B
$1.43 Million 0.05% of portfolio
19,097
Q1 2025 Reduced 7.03%
$52.1B
$1.51 Million 0.05% of portfolio
9,787
Q1 2025 Reduced 0.56%
$9.49B
$1.5 Million 0.05% of portfolio
16,974
Q1 2025 Added 571.71%
$121B
$1.37 Million 0.05% of portfolio
2,828
Q1 2025 Added 26.93%
$120B
$1.54 Million 0.05% of portfolio
790
Q1 2025 Added 1.8%
$1.53B
$1.39 Million 0.05% of portfolio
45,574
Q1 2025 Reduced 0.18%
$91.4B
$1.42 Million 0.05% of portfolio
3,049
Q1 2025 Reduced 11.75%
$740M
$1.34 Million 0.05% of portfolio
24,203
Q4 2024 Reduced 2.65%
$102B
$1.5 Million 0.05% of portfolio
2,223
Q1 2025 Added 2.77%

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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