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
$52.5B
$1.08 Million 0.03% of portfolio
2,014
Q2 2025 Reduced 4.69%
$0
$986,000 0.03% of portfolio
10,302
Q2 2025 Added 8.33%
$0
$1.15 Million 0.03% of portfolio
27,787
Q2 2025 New
$11.9B
$902,000 0.03% of portfolio
37,827
Q2 2025 Reduced 5.12%
$0
$1.01 Million 0.03% of portfolio
12,756
Q2 2025 Added 21.4%
$68.9B
$990,000 0.03% of portfolio
17,006
Q2 2025 Added 18.16%
$0
$1.05 Million 0.03% of portfolio
23,130
Q2 2025 New
$27B
$1.06 Million 0.03% of portfolio
31,397
Q2 2025 Reduced 12.54%
$0
$1.07 Million 0.03% of portfolio
25,173
Q2 2025 Added 19.66%
$15.9B
$918,000 0.03% of portfolio
21,404
Q2 2025 Added 7.73%
$0
$1.07 Million 0.03% of portfolio
19,627
Q2 2025 Added 14.2%
$0
$853,000 0.03% of portfolio
34,917
Q2 2025 Added 30.8%
$157B
$880,000 0.03% of portfolio
4,459
Q2 2025 Reduced 17.3%
$50B
$1 Million 0.03% of portfolio
92,440
Q2 2025 Reduced 11.57%
$0
$936,000 0.03% of portfolio
42,389
Q2 2025 Added 34.94%
$26.3B
$925,000 0.03% of portfolio
22,989
Q2 2025 Added 1.06%
$0
$1.09 Million 0.03% of portfolio
1,917
Q2 2025 New
$26B
$1.13 Million 0.03% of portfolio
7,615
Q2 2025 Reduced 27.83%
$1.01B
$1.17 Million 0.03% of portfolio
10,497
Q2 2025 Added 859.51%
$105B
$974,000 0.03% of portfolio
32,551
Q2 2025 Added 9.91%
$16.8B
$1.04 Million 0.03% of portfolio
22,237
Q2 2025 Reduced 2.44%
$96.3B
$1.13 Million 0.03% of portfolio
6,815
Q2 2025 Reduced 15.32%
$10.1B
$1.01 Million 0.03% of portfolio
5,295
Q2 2025 Added 0.4%
$95.3B
$950,000 0.03% of portfolio
3,086
Q2 2025 Reduced 3.44%
$115B
$1.02 Million 0.03% of portfolio
21,651
Q2 2025 Added 9.47%
$0
$597,000 0.02% of portfolio
11,212
Q2 2025 Reduced 28.64%
$0
$532,000 0.02% of portfolio
9,343
Q2 2025 Added 49.06%
$1.06B
$792,000 0.02% of portfolio
45,000
Q2 2025 Reduced 0.09%
$36.8B
$517,000 0.02% of portfolio
7,352
Q2 2025 Reduced 28.53%
$1.7B
$551,000 0.02% of portfolio
13,947
Q2 2025 New
$17.3B
$793,000 0.02% of portfolio
10,464
Q2 2025 Reduced 3.42%
$2.99B
$555,000 0.02% of portfolio
6,280
Q2 2025 Reduced 0.21%
$23.6B
$539,000 0.02% of portfolio
2,474
Q2 2025 Added 0.69%
$12.1B
$550,000 0.02% of portfolio
11,855
Q2 2025 Reduced 1.94%
$0
$731,000 0.02% of portfolio
70,154
Q2 2025 Reduced 4.55%
$9.71B
$806,000 0.02% of portfolio
5,074
Q2 2025 Added 1.16%
$359M
$806,000 0.02% of portfolio
56,102
Q2 2025 Reduced 3.44%
$1.98B
$743,000 0.02% of portfolio
112,665
Q2 2025 Added 95.38%
$476M
$649,000 0.02% of portfolio
11,855
Q1 2025 Reduced 0.01%
$14.3B
$641,000 0.02% of portfolio
10,285
Q2 2025 Reduced 0.16%
$18.5B
$717,000 0.02% of portfolio
6,992
Q2 2025 Added 5.24%
$47.5B
$591,000 0.02% of portfolio
2,463
Q2 2025 Added 0.94%
$38.1B
$695,000 0.02% of portfolio
7,019
Q2 2025 Added 41.63%
$11.6B
$548,000 0.02% of portfolio
5,327
Q2 2025 Reduced 6.58%
$285B
$590,000 0.02% of portfolio
4,880
Q2 2025 Added 7.63%
$15.8B
$517,000 0.02% of portfolio
9,224
Q2 2025 New
$21.7B
$804,000 0.02% of portfolio
1,445
Q2 2025 Reduced 14.9%
$16.8B
$576,000 0.02% of portfolio
9,540
Q2 2025 Reduced 10.28%
$0
$616,000 0.02% of portfolio
12,442
Q2 2025 Added 20.41%

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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