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CIK: 0001696899
Total reported value
$4.3B
$4.3B
702 檔
17.1%
As reported in its official Q2 2024 Form 13F filing, Independent Advisor Alliance's tracked investment portfolio stood at $4.3B with 702 total positions.
During Q2 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 | 6.64% | +3.65% | +0.88% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.06% | +7.15% | +982.48% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.89% | +1.49% | +2.48% | |
| 4 | ABCB | Ameris Bancorp | Stock-Financials | 4.37% | +3.38% | +0.77% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.03% | +0.01% | -0.99% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.73% | +1.89% | +1.72% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.86% | -0.04% | +12.75% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 1.67% | +3.32% | +0.54% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.66% | +1.31% | +2.46% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +1.28% | -0.30% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.32% | +0.06% | +1.86% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.29% | +0.54% | +5.37% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.24% | +0.77% | +21.69% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.20% | +0.62% | -2.75% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.18% | +0.68% | +12.46% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.16% | +0.27% | -4.53% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | +0.82% | +6.44% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | +0.28% | +28.37% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | +1.10% | +6.62% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | +0.28% | +3.16% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.60% | -1.47% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | +0.39% | +1.34% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | +0.22% | +0.20% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.74% | +0.14% | -14.72% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.74% | +0.12% | +0.52% | |
| 26 | MITK | Mitek Systems Inc | Stock-Other | 0.72% | +0.37% | +2.24% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | +0.35% | -1.09% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | +0.33% | +2.27% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | +0.17% | +2.46% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.66% | -0.16% | EXIT | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | +0.70% | -12.19% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.60% | +0.11% | +1.65% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.54% | -3.94% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | +0.36% | -19.34% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.56% | +0.06% | -2.25% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.51% | +0.12% | +1.86% | |
| 37 | CTAS | Cintas CORP | Stock-Industrials | 0.46% | +0.12% | +0.85% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.44% | -0.16% | -6.39% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | +0.17% | +3.76% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.40% | +0.14% | +3.35% | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 0.40% | +0.20% | -4.84% | |
| 42 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.39% | — | +18.90% | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.38% | +0.02% | -3.10% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.37% | +0.07% | -4.53% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.37% | +0.05% | -8.98% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.36% | +0.07% | +3.92% | |
| 47 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.36% | +0.22% | -4.63% | |
| 48 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.34% | +0.02% | +5.24% | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.34% | +0.15% | +6.19% | |
| 50 | TFC | Truist Financial CORP | Stock-Financials | 0.34% | +0.24% | +3.23% |
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 Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 17.1% of total reported equity market value during Q2 2024.
During Q2 2024, Independent Advisor Alliance's top holdings by market value included AAPL (6.6%)、NVDA (5.1%)、MSFT (4.9%). The largest single position, AAPL, represented 6.6% of total portfolio value.
In Q2 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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