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
$0
$1.59 Million 0.05% of portfolio
33,185
Q2 2025 New
$65.3B
$1.77 Million 0.05% of portfolio
5,535
Q2 2025 Added 32.54%
$0
$1.77 Million 0.05% of portfolio
28,545
Q2 2025 Reduced 3.34%
$61.8B
$1.76 Million 0.05% of portfolio
13,073
Q2 2025 Reduced 2.66%
$0
$1.71 Million 0.05% of portfolio
19,083
Q2 2025 Added 222.57%
$261B
$1.67 Million 0.05% of portfolio
23,746
Q2 2025 Added 27.93%
$0
$1.56 Million 0.05% of portfolio
26,568
Q2 2025 Reduced 8.21%
$0
$1.83 Million 0.05% of portfolio
7,212
Q2 2025 New
$4.71B
$1.75 Million 0.05% of portfolio
32,243
Q2 2025 Reduced 0.27%
$38.7B
$1.81 Million 0.05% of portfolio
16,862
Q2 2025 Reduced 6.38%
$108B
$1.53 Million 0.05% of portfolio
14,521
Q2 2025 Reduced 12.08%
$0
$1.8 Million 0.05% of portfolio
40,736
Q2 2025 New
$28.5B
$1.56 Million 0.05% of portfolio
3,342
Q2 2025 Added 1.98%
$72.7B
$1.73 Million 0.05% of portfolio
17,520
Q2 2025 Added 144.01%
$1.06B
$1.62 Million 0.05% of portfolio
47,688
Q2 2025 Added 97.79%
$81.1B
$1.79 Million 0.05% of portfolio
11,655
Q2 2025 Reduced 10.13%
$33.1B
$1.64 Million 0.05% of portfolio
14,866
Q2 2025 Added 22.55%
$0
$1.73 Million 0.05% of portfolio
35,560
Q2 2025 Added 37.78%
$22B
$1.18 Million 0.04% of portfolio
10,206
Q2 2025 Added 1.39%
$86.2B
$1.18 Million 0.04% of portfolio
12,924
Q2 2025 Added 2.38%
$50.7B
$1.45 Million 0.04% of portfolio
8,294
Q2 2025 Added 23.17%
$0
$1.44 Million 0.04% of portfolio
7,618
Q2 2025 New
$42.9B
$1.3 Million 0.04% of portfolio
8,774
Q2 2025 Added 15.16%
$0
$1.23 Million 0.04% of portfolio
11,256
Q2 2025 Reduced 14.23%
$80B
$1.28 Million 0.04% of portfolio
346
Q2 2025 Added 13.82%
$66.7B
$1.48 Million 0.04% of portfolio
17,462
Q2 2025 Reduced 1.13%
$24.7B
$1.18 Million 0.04% of portfolio
50,016
Q2 2025 Added 0.09%
$55.2B
$1.38 Million 0.04% of portfolio
8,002
Q2 2025 Reduced 16.68%
$0
$1.3 Million 0.04% of portfolio
54,759
Q2 2025 Reduced 12.13%
$0
$1.49 Million 0.04% of portfolio
26,150
Q2 2025 Added 62.29%
$60.3B
$1.44 Million 0.04% of portfolio
44,976
Q2 2025 Added 10.24%
$104B
$1.3 Million 0.04% of portfolio
2,909
Q2 2025 Added 2.86%
$17.2B
$1.23 Million 0.04% of portfolio
17,839
Q2 2025 Reduced 4.51%
$41.6B
$1.48 Million 0.04% of portfolio
19,559
Q2 2025 Added 2.42%
$44.9B
$1.22 Million 0.04% of portfolio
8,374
Q2 2025 Reduced 14.44%
$18.5B
$1.31 Million 0.04% of portfolio
51,507
Q2 2025 Added 8.27%
$48.3B
$1.35 Million 0.04% of portfolio
1,296
Q2 2025 Reduced 14.29%
$4.09B
$1.38 Million 0.04% of portfolio
13,853
Q2 2025 Added 0.78%
$12.1B
$1.31 Million 0.04% of portfolio
61,558
Q2 2025 Added 4.96%
$11.7B
$1.28 Million 0.04% of portfolio
69,889
Q2 2025 Added 0.46%
$2B
$1.42 Million 0.04% of portfolio
20,802
Q2 2025 Added 5.37%
$78.6B
$1.22 Million 0.04% of portfolio
19,402
Q2 2025 Added 2.23%
$78.8B
$1.32 Million 0.04% of portfolio
4,894
Q2 2025 Reduced 0.37%
$27.1B
$1.21 Million 0.04% of portfolio
9,149
Q2 2025 Added 3.25%
$11.1B
$1.39 Million 0.04% of portfolio
7,398
Q2 2025 Reduced 57.94%
$0
$1.32 Million 0.04% of portfolio
1,983
Q2 2025 Added 112.77%
$0
$1.49 Million 0.04% of portfolio
30,204
Q2 2025 Added 37.65%
$62.1B
$1.46 Million 0.04% of portfolio
23,334
Q2 2025 Added 27.59%
$60.1B
$1.27 Million 0.04% of portfolio
5,804
Q2 2025 Reduced 6.75%

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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