Independent Advisor Alliance Portfolio Holdings

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024

Independent Advisor Alliance has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $7.25 Billion distributed in 2258 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $238M, Nvidia Corp with a value of $212M, Spdr Portfolio S&P 500 ETF (Ma with a value of $211M, Ameris Bancorp with a value of $156M, and Spdr Portfolio with a value of $140M.

Examining the 13F form we can see an increase of $4.54B in the current position value, from $2.71B to 7.25B.

Below you can find more details about Independent Advisor Alliance portfolio as well as his latest detailed transactions.

Portfolio value $7.25 Billion
ETFs: $4.31 Billion
Technology: $916 Million
Financial Services: $542 Million
Consumer Cyclical: $344 Million
Industrials: $250 Million
Communication Services: $218 Million
Consumer Defensive: $197 Million
Healthcare: $179 Million
Other: $263 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71.9B
$3.13 Million 0.04% of portfolio
41,381
Q4 2024 Reduced 14.87%
$71.4B
$3.26 Million 0.04% of portfolio
6,940
Q4 2024 Added 18.75%
$87.5B
$3.18 Million 0.04% of portfolio
2,679
Q4 2024 Added 69.77%
$6.64B
$2.76 Million 0.04% of portfolio
29,906
Q4 2024 New
$48.5B
$3.16 Million 0.04% of portfolio
27,740
Q4 2024 Added 11.03%
$0
$2.96 Million 0.04% of portfolio
59,448
Q4 2024 New
$19.5B
$2.76 Million 0.04% of portfolio
24,391
Q4 2024 Added 23.26%
$3.55B
$2.95 Million 0.04% of portfolio
17,871
Q4 2024 Added 5.25%
$0
$3.15 Million 0.04% of portfolio
18,984
Q4 2024 New
$139B
$2.54 Million 0.04% of portfolio
34,349
Q4 2024 Reduced 14.58%
$0
$2.73 Million 0.04% of portfolio
120,318
Q4 2024 Added 199.64%
$0
$2.96 Million 0.04% of portfolio
113,367
Q4 2024 Added 2,621.9%
$0
$2.98 Million 0.04% of portfolio
107,603
Q4 2024 Added 2,390.81%
$102B
$3.07 Million 0.04% of portfolio
28,914
Q4 2024 Reduced 4.71%
$6.59B
$2.78 Million 0.04% of portfolio
27,914
Q4 2024 Added 0.52%
$132B
$2.93 Million 0.04% of portfolio
8,149
Q4 2024 Added 19.42%
$10.9B
$3.19 Million 0.04% of portfolio
17,690
Q4 2024 Added 131.12%
$13.8B
$2.6 Million 0.04% of portfolio
33,941
Q4 2024 Added 2.85%
$57.9B
$3.18 Million 0.04% of portfolio
66,488
Q4 2024 Added 17.11%
$21.9B
$2.73 Million 0.04% of portfolio
28,149
Q4 2024 Added 57.42%
$0
$2.75 Million 0.04% of portfolio
52,132
Q4 2024 New
$0
$2.71 Million 0.04% of portfolio
39,985
Q4 2024 New
$0
$2.72 Million 0.04% of portfolio
55,469
Q4 2024 New
$0
$3.22 Million 0.04% of portfolio
55,549
Q4 2024 New
$0
$3.14 Million 0.04% of portfolio
61,641
Q4 2024 New
$0
$2.54 Million 0.04% of portfolio
58,439
Q4 2024 New
$8.11B
$2.95 Million 0.04% of portfolio
33,298
Q4 2024 Added 2.3%
$90.8B
$2.61 Million 0.04% of portfolio
85,975
Q4 2024 Added 0.4%
$254B
$3.16 Million 0.04% of portfolio
4,555
Q4 2024 Added 0.2%
$3.71B
$2.25 Million 0.03% of portfolio
15,031
Q4 2024 Reduced 8.28%
$57B
$2.35 Million 0.03% of portfolio
10,348
Q4 2024 Added 9.83%
$95.5B
$2.05 Million 0.03% of portfolio
8,827
Q4 2024 Added 23.71%
$35B
$2.07 Million 0.03% of portfolio
17,534
Q4 2024 Added 10.83%
$20B
$2.11 Million 0.03% of portfolio
84,748
Q4 2024 Reduced 9.8%
$17.5B
$2.44 Million 0.03% of portfolio
15,008
Q4 2024 Added 0.7%
$26.9B
$1.86 Million 0.03% of portfolio
7,488
Q4 2024 Added 31.95%
$40.2B
$2.4 Million 0.03% of portfolio
26,907
Q4 2024 Added 18.85%
$1.1B
$2.42 Million 0.03% of portfolio
72,490
Q4 2024 Reduced 1.16%
$0
$1.86 Million 0.03% of portfolio
220,499
Q4 2024 New
$17.8B
$2.42 Million 0.03% of portfolio
5,337
Q4 2024 Added 1.62%
$16.9B
$2.44 Million 0.03% of portfolio
32,233
Q4 2024 Added 125.86%
$53.8B
$2.07 Million 0.03% of portfolio
7,364
Q4 2024 Reduced 9.8%
$26B
$2.45 Million 0.03% of portfolio
1,158
Q4 2024 Added 6.24%
$163M
$2.37 Million 0.03% of portfolio
98,803
Q4 2024 Reduced 6.74%
$0
$2.44 Million 0.03% of portfolio
23,911
Q4 2024 New
$0
$2.27 Million 0.03% of portfolio
34,467
Q4 2024 New
$0
$1.93 Million 0.03% of portfolio
95,061
Q4 2024 New
$0
$2.4 Million 0.03% of portfolio
44,181
Q4 2024 New
$0
$1.98 Million 0.03% of portfolio
367,744
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 2,258
  • Current Value $7.25 Billion
  • Prior Value $2.71 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 688 stocks
  • Additional Purchases 506 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 144 stocks
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