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CIK: 0001696899
Total reported value
$4.3B
$4.3B
813 檔
18.1%
At the close of Q1 2025, Independent Advisor Alliance disclosed equity holdings valued at approximately $4.3B, spread across 813 reported holdings.
In Q1 2025, Independent Advisor Alliance displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 813 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.05% | +3.65% | +0.87% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.06% | +7.15% | +7.07% | |
| 3 | ABCB | Ameris Bancorp | Stock-Financials | 4.73% | +3.38% | +0.00% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.01% | +1.49% | -0.76% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.74% | +1.89% | +0.52% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.71% | +0.82% | +4.22% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.63% | +0.68% | +2.97% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | +0.62% | +2.17% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | +1.28% | -3.44% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.37% | +1.31% | +1.01% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.34% | +0.54% | -0.11% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.28% | +0.28% | -0.01% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.20% | +0.77% | +0.41% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +1.10% | -1.11% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.09% | +0.28% | -0.43% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 0.99% | +3.32% | -4.34% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.98% | +0.27% | -1.46% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 0.98% | +0.06% | +15.58% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.98% | +0.70% | -2.59% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | +0.39% | -5.26% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | +0.35% | +4.29% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.82% | +0.12% | +9.28% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | +0.33% | -7.48% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | +0.22% | -2.24% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.68% | +0.12% | -11.65% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.67% | +0.14% | -2.61% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | +0.17% | -5.13% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | +0.24% | +18.25% | |
| 29 | MSTR | Strategy Inc | Stock-Tech | 0.55% | +0.02% | +9.67% | |
| 30 | DUK | Duke Energy CORP | Stock-Utilities | 0.54% | +0.20% | +0.89% | |
| 31 | CTAS | Cintas CORP | Stock-Industrials | 0.54% | +0.12% | -1.12% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | +0.36% | +2.73% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.52% | +0.11% | -0.10% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | +0.17% | +6.00% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | +0.54% | -7.09% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.44% | +0.05% | -7.63% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.44% | +0.14% | +2.96% | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.42% | +0.17% | +4.94% | |
| 39 | TFC | Truist Financial CORP | Stock-Financials | 0.42% | +0.24% | +1.36% | |
| 40 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.42% | +0.22% | +9.12% | |
| 41 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.41% | +0.07% | +7.97% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.39% | +0.03% | +1.25% | |
| 43 | SO | Southern Co/the | Stock-Utilities | 0.38% | +0.18% | -9.83% | |
| 44 | MITK | Mitek Systems Inc | Stock-Other | 0.36% | +0.37% | -10.72% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.36% | +0.14% | -0.37% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.35% | +0.07% | +7.35% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.34% | +0.01% | -70.60% | |
| 48 | PH | Parker Hannifin CORP | Stock-Industrials | 0.34% | +0.03% | -7.27% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.33% | +0.02% | -9.90% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.32% | +0.15% | +4.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | NVDA | Nvidia CORP | — | NEW | New buy |
| 3 | ABCB | Ameris Bancorp | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 7 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 10 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 11 | HD | Home Depot Inc | — | NEW | New buy |
| 12 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 13 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 14 | AVGO | Broadcom Inc | — | NEW | New buy |
| 15 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 16 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 17 | KO | Coca-cola Co/the | — | NEW | New buy |
| 18 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 19 | TSLA | Tesla Inc | — | NEW | New buy |
| 20 | WMT | Walmart Inc | — | NEW | New buy |
| 21 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 22 | NFLX | Netflix Inc | — | NEW | New buy |
| 23 | ABBV | Abbvie Inc | — | NEW | New buy |
| 24 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 25 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 26 | CVX | Chevron CORP | — | NEW | New buy |
| 27 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 28 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 29 | MSTR | Strategy Inc | — | NEW | New buy |
| 30 | DUK | Duke Energy CORP | — | NEW | New buy |
| 31 | CTAS | Cintas CORP | — | NEW | New buy |
| 32 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 33 | PEP | Pepsico Inc | — | NEW | New buy |
| 34 | MA | Mastercard Inc - A | — | NEW | New buy |
| 35 | CAT | Caterpillar Inc | — | NEW | New buy |
| 36 | WM | Waste Management Inc | — | NEW | New buy |
| 37 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 38 | PM | Philip Morris International | — | NEW | New buy |
| 39 | TFC | Truist Financial CORP | — | NEW | New buy |
| 40 | SPG | Simon Property Group Inc | — | NEW | New buy |
| 41 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 42 | CRM | Salesforce Inc | — | NEW | New buy |
| 43 | SO | Southern Co/the | — | NEW | New buy |
| 44 | MITK | Mitek Systems Inc | — | NEW | New buy |
| 45 | AXP | American Express Co | — | NEW | New buy |
| 46 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 47 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 48 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 49 | CB | Chubb Limited | — | NEW | New buy |
| 50 | AMGN | Amgen Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Independent Advisor Alliance reported a total U.S. public equity portfolio value of $4.3B across 813 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, ABCB) accounted for 18.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $213.3M
During Q1 2025, Independent Advisor Alliance's top holdings by market value included AAPL (7.0%)、NVDA (6.1%)、ABCB (4.7%). The largest single position, AAPL, represented 7.0% of total portfolio value.
In Q1 2025, Independent Advisor Alliance made 200 total portfolio adjustments, initiating 200 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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