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
$1.5 Million 0.05% of portfolio
91,127
Q1 2025 Reduced 0.16%
$148B
$1.5 Million 0.05% of portfolio
14,890
Q1 2025 Added 4.76%
$0
$1.52 Million 0.05% of portfolio
37,678
Q1 2025 Reduced 61.44%
$52.3B
$1.49 Million 0.05% of portfolio
1,512
Q1 2025 Reduced 0.59%
$39.2B
$1.37 Million 0.05% of portfolio
11,038
Q1 2025 Added 0.64%
$0
$1.62 Million 0.05% of portfolio
17,751
Q1 2025 Reduced 92.46%
$40.6B
$1.35 Million 0.05% of portfolio
27,322
Q1 2025 Added 9.14%
$0
$1.51 Million 0.05% of portfolio
18,779
Q1 2025 Reduced 98.82%
$0
$1.36 Million 0.05% of portfolio
48,518
Q1 2025 Reduced 96.51%
$0
$1.42 Million 0.05% of portfolio
27,766
Q1 2025 Reduced 98.21%
$65.7B
$1.44 Million 0.05% of portfolio
4,176
Q1 2025 Added 3.01%
$18.8B
$1.37 Million 0.05% of portfolio
47,574
Q1 2025 Reduced 1.53%
$25.4B
$1.06 Million 0.04% of portfolio
147
Q1 2025 Reduced 3.29%
$35.3B
$1.26 Million 0.04% of portfolio
41,552
Q1 2025 Added 4.3%
$0
$1.25 Million 0.04% of portfolio
25,810
Q1 2025 Added 31.39%
$0
$1.15 Million 0.04% of portfolio
17,928
Q1 2025 Reduced 3.57%
$27.1B
$1.3 Million 0.04% of portfolio
35,900
Q1 2025 Reduced 1.17%
$29.9B
$1.22 Million 0.04% of portfolio
3,723
Q1 2025 Added 7.51%
$0
$1.05 Million 0.04% of portfolio
27,636
Q1 2025 Reduced 79.06%
$27.1B
$1.09 Million 0.04% of portfolio
9,959
Q1 2025 Reduced 11.29%
$58.2B
$1.27 Million 0.04% of portfolio
40,797
Q1 2025 Reduced 1.56%
$1.88B
$1.09 Million 0.04% of portfolio
42,940
Q1 2025 New
$138B
$1.11 Million 0.04% of portfolio
5,392
Q1 2025 Added 2.08%
$27B
$1.23 Million 0.04% of portfolio
8,861
Q1 2025 Reduced 0.82%
$87.4B
$1.17 Million 0.04% of portfolio
8,048
Q1 2025 Reduced 13.01%
$104B
$1.19 Million 0.04% of portfolio
4,881
Q1 2025 Added 5.31%
$2.48B
$1.22 Million 0.04% of portfolio
19,742
Q1 2025 Added 6.51%
$61.4B
$1.24 Million 0.04% of portfolio
20,205
Q1 2025 Reduced 32.15%
$35.7B
$1.16 Million 0.04% of portfolio
19,934
Q1 2025 Reduced 17.4%
$906M
$1.11 Million 0.04% of portfolio
51,742
Q1 2025 Reduced 0.15%
$79.9B
$1.06 Million 0.04% of portfolio
12,623
Q1 2025 Added 9.89%
$22.2B
$1.16 Million 0.04% of portfolio
7,475
Q1 2025 Reduced 7.29%
$71.6B
$1.16 Million 0.04% of portfolio
304
Q1 2025 Reduced 4.7%
$58.5B
$1.05 Million 0.04% of portfolio
9,672
Q1 2025 Added 0.03%
$4.62B
$1.25 Million 0.04% of portfolio
13,746
Q1 2025 Added 21.32%
$16.1B
$1.08 Million 0.04% of portfolio
34,804
Q1 2025 Reduced 8.41%
$44.2B
$1.05 Million 0.04% of portfolio
104,534
Q1 2025 Added 3.8%
$5.58B
$1.3 Million 0.04% of portfolio
10,252
Q1 2025 New
$45.3B
$1.11 Million 0.04% of portfolio
12,776
Q1 2025 Added 3.35%
$25.8B
$1.2 Million 0.04% of portfolio
3,277
Q1 2025 Reduced 10.64%
$0
$1.31 Million 0.04% of portfolio
3,542
Q1 2025 Reduced 95.91%
$70.8B
$1.24 Million 0.04% of portfolio
7,501
Q1 2025 Added 4.02%
$65.2B
$1.15 Million 0.04% of portfolio
17,662
Q1 2025 Reduced 1.14%
$42.3B
$1.2 Million 0.04% of portfolio
7,619
Q1 2025 Added 6.11%
$69.9B
$1.13 Million 0.04% of portfolio
18,979
Q1 2025 Reduced 1.32%
$38.5B
$1.15 Million 0.04% of portfolio
5,549
Q1 2025 Reduced 2.51%
$12B
$1.14 Million 0.04% of portfolio
58,650
Q1 2025 Added 1.59%
$2.54B
$1.12 Million 0.04% of portfolio
73,487
Q1 2025 Added 0.01%
$59.9B
$1.18 Million 0.04% of portfolio
6,224
Q1 2025 Reduced 1.43%

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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