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CIK: 0001696899
Total reported value
$4.3B
$4.3B
702 檔
14.6%
During the Q1 2024 filing period, Independent Advisor Alliance (CIK: 0001696899) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.3B across 702 reported positions.
During Q1 2024, Independent Advisor Alliance's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 702 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.65% | +3.65% | -0.48% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.74% | +1.49% | +0.45% | |
| 3 | ABCB | Ameris Bancorp | Stock-Financials | 4.39% | +3.38% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.17% | +0.01% | -46.21% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.61% | +1.89% | +1.96% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.60% | +7.15% | +1.18% | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 1.95% | +3.32% | +1.85% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.75% | -0.04% | -41.17% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 1.43% | +0.54% | -0.96% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.42% | +1.31% | +4.24% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | +1.28% | -1.11% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.37% | +0.06% | -42.74% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | +0.62% | -7.52% | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.23% | +0.27% | +0.35% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | +0.82% | +5.29% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.06% | +0.68% | +3.75% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | -0.60% | -51.44% | |
| 18 | MITK | Mitek Systems Inc | Stock-Other | 0.94% | +0.37% | +0.55% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.93% | +0.28% | +2.37% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 0.92% | +0.14% | +2.94% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | +0.77% | +1.66% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | +0.28% | +1.95% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.85% | +0.12% | -0.81% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | +1.10% | -0.88% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | +0.35% | -4.09% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | +0.36% | -6.62% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.77% | +0.22% | -6.09% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | +0.33% | -5.58% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | +0.39% | +193.35% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.70% | -0.16% | EXIT | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.69% | +0.54% | -9.12% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | +0.17% | +6.22% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | +0.70% | -7.21% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | +0.11% | +0.39% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.57% | +0.06% | -21.35% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | -0.16% | -49.86% | |
| 37 | ANETEUR | Arista Networks Inc | Stock-Other | 0.48% | — | -6.95% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.48% | +0.12% | -0.24% | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.48% | +0.14% | -8.54% | |
| 40 | CTAS | Cintas CORP | Stock-Industrials | 0.47% | +0.12% | +0.32% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | +0.17% | +12.63% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.43% | +0.20% | +2.16% | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.43% | +0.02% | -11.38% | |
| 44 | WM | Waste Management Inc | Stock-Industrials | 0.43% | +0.05% | +1.50% | |
| 45 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.42% | — | -37.27% | |
| 46 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.41% | +0.02% | -2.13% | |
| 47 | COP | Conocophillips | Stock-Energy | 0.41% | +0.07% | +0.84% | |
| 48 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.41% | +0.22% | +8.31% | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.40% | +0.07% | +7.35% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | +0.24% | +16.40% |
According to official SEC Form 13F filings, Independent Advisor Alliance reported a total U.S. public equity portfolio value of $4.3B across 702 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, ABCB) accounted for 14.6% of total reported equity market value during Q1 2024.
During Q1 2024, Independent Advisor Alliance's top holdings by market value included AAPL (5.7%)、MSFT (4.7%)、ABCB (4.4%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q1 2024, Independent Advisor Alliance made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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