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CIK: 0001696899
Total reported value
$4.3B
$4.3B
889 檔
21.7%
At the close of Q2 2025, Independent Advisor Alliance disclosed equity holdings valued at approximately $4.3B, spread across 889 reported holdings.
During Q2 2025, 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 889 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.16% | +7.15% | +5.92% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.58% | +3.65% | -1.80% | |
| 3 | ABCB | Ameris Bancorp | Stock-Financials | 4.65% | +3.38% | +0.00% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.52% | +1.49% | -2.58% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.77% | +1.89% | +0.19% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.89% | +0.68% | +3.54% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.70% | +0.82% | +24.85% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.63% | +1.10% | -0.15% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | +0.62% | -6.34% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | +1.28% | +0.42% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.37% | +1.31% | +1.10% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 1.21% | +3.32% | +1.10% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.17% | +0.70% | +11.44% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.16% | +0.54% | -1.07% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.12% | +0.12% | +8.84% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.77% | -2.24% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 0.96% | +0.06% | +5.97% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.94% | +0.28% | -5.89% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | +0.39% | -2.32% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | +0.28% | -9.75% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | +0.35% | +0.14% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.72% | +0.27% | -15.19% | |
| 23 | MSTR | Strategy Inc | Stock-Tech | 0.66% | +0.02% | -2.21% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | +0.22% | -2.45% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.33% | -1.37% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.61% | +0.24% | +0.23% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.56% | +0.12% | +48.58% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.52% | +0.12% | -6.34% | |
| 29 | CTAS | Cintas CORP | Stock-Industrials | 0.51% | +0.12% | -0.37% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | +0.54% | -3.10% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -1.13% | +231.54% | |
| 32 | DUK | Duke Energy CORP | Stock-Utilities | 0.46% | +0.20% | +0.17% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.46% | +0.14% | -8.88% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | +0.17% | -2.13% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | +0.36% | -2.22% | |
| 36 | PM | Philip Morris International | Stock-Consumer Staples | 0.41% | +0.17% | -3.96% | |
| 37 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.40% | +0.19% | +69.13% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | +0.01% | +19.07% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.40% | +0.13% | +5.36% | |
| 40 | VST | Vistra CORP | Stock-Utilities | 0.39% | +0.05% | +6.36% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -2.98% | +54.64% | |
| 42 | TFC | Truist Financial CORP | Stock-Financials | 0.37% | +0.24% | -2.91% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.35% | +0.03% | +1.21% | |
| 44 | PH | Parker Hannifin CORP | Stock-Industrials | 0.35% | +0.03% | +3.15% | |
| 45 | MITK | Mitek Systems Inc | Stock-Other | 0.35% | +0.37% | -8.88% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.34% | +0.14% | -6.26% | |
| 47 | WM | Waste Management Inc | Stock-Industrials | 0.34% | +0.05% | -10.96% | |
| 48 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.34% | +0.22% | -3.89% | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.33% | +0.07% | +5.43% | |
| 50 | ANET | Arista Networks Inc | Stock-Tech | 0.33% | +0.11% | +6.50% |
According to official SEC Form 13F filings, Independent Advisor Alliance reported a total U.S. public equity portfolio value of $4.3B across 889 disclosed positions in Q2 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 NVDA, AAPL, ABCB) accounted for 21.7% of total reported equity market value during Q2 2025.
During Q2 2025, Independent Advisor Alliance's top holdings by market value included NVDA (8.2%)、AAPL (5.6%)、ABCB (4.7%). The largest single position, NVDA, represented 8.2% of total portfolio value.
In Q2 2025, 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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