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CIK: 0001696899
Total reported value
$4.3B
$4.3B
945 檔
24.8%
In Q3 2025, Independent Advisor Alliance's U.S. equity holdings reached a combined market value of $4.3B, distributed across 945 disclosed stock positions.
In Q3 2025, Independent Advisor Alliance displayed an active expansion posture, initiating 36 new positions and adding to 93 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 945 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.88% | +7.15% | +2.17% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.09% | +3.65% | -2.48% | |
| 3 | ABCB | Ameris Bancorp | Stock-Financials | 4.74% | +3.38% | -0.00% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.45% | +1.49% | +4.85% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.36% | +1.89% | -1.34% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.81% | +1.10% | +3.07% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.79% | +1.31% | +5.05% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | +1.28% | +1.26% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.74% | +0.68% | +2.57% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.64% | +0.82% | +3.36% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | +0.62% | +2.09% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.36% | +0.70% | -7.40% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.26% | +0.06% | +25.31% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.24% | +3.32% | +0.18% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.13% | +0.54% | -2.08% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | +0.39% | +1.64% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 0.88% | +0.12% | -2.65% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | +0.77% | +1.88% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | +0.28% | -4.69% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | +0.28% | -2.08% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | +0.35% | +1.91% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | +0.33% | +2.60% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.65% | +0.12% | -5.01% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.58% | +0.54% | +4.69% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.55% | +0.27% | -9.99% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.54% | +0.13% | +17.19% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | +0.22% | -0.22% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | +0.24% | -1.75% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | -1.13% | +10.02% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | +0.36% | +7.03% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | +0.12% | -3.85% | |
| 32 | MSTR | Strategy Inc | Stock-Tech | 0.44% | +0.02% | -7.17% | |
| 33 | DUK | Duke Energy CORP | Stock-Utilities | 0.44% | +0.20% | +1.04% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | +0.17% | +0.71% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | -2.98% | +6.38% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.39% | +0.14% | -12.27% | |
| 37 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.39% | +0.19% | +4.68% | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.39% | +0.11% | -7.34% | |
| 39 | TFC | Truist Financial CORP | Stock-Financials | 0.39% | +0.24% | +9.73% | |
| 40 | CTAS | Cintas CORP | Stock-Industrials | 0.39% | +0.12% | -8.67% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | +0.01% | -0.94% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.37% | +0.14% | +5.48% | |
| 43 | SO | Southern Co/the | Stock-Utilities | 0.36% | +0.18% | +17.16% | |
| 44 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.35% | +0.22% | -0.72% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.33% | +0.07% | +0.73% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.31% | +0.17% | -5.51% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.31% | +0.23% | +2.13% | |
| 48 | MITK | Mitek Systems Inc | Stock-Other | 0.30% | +0.37% | -3.82% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.29% | +0.17% | +28.16% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.28% | +0.08% | -0.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.8% | +2.17% | Add |
| 2 | AVGO | Broadcom Inc | +0.7% | +3.07% | Add |
| 3 | MSFT | Microsoft CORP | +0.4% | +4.85% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | +5.05% | Add |
| 5 | TSLA | Tesla Inc | +0.4% | -7.40% | Add |
| 6 | PLTR | Palantir Technologies Inc-a | +0.4% | -5.01% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.26% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.4% | +10.02% | Add |
| 9 | GLD | Spdr Gold Shares | +0.3% | +25.31% | Add |
| 10 | ORCL | Oracle CORP | +0.3% | +17.19% | Add |
| 11 | AMD | Advanced Micro Devices | +0.3% | +0.18% | Add |
| 12 | FTGS | First Trust Grwth Strgth ETF | +0.2% | +4.68% | Add |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +6.38% | Add |
| 14 | GEV | GE Vernova Inc | +0.1% | +9.54% | Add |
| 15 | ANET | Arista Networks Inc | +0.1% | -7.34% | Trim |
| 16 | CLS | Celestica Inc | +0.1% | -10.58% | Trim |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +2.57% | Add |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.47% | Add |
| 19 | IAU | Ishares Gold Trust | +0.1% | +228.74% | Add |
| 20 | FNV | Franco-nevada CORP | +0.1% | +11.19% | Add |
| 21 | HOOD | Robinhood Markets Inc - A | +0.1% | +4.96% | Add |
| 22 | PSIX | Power Solutions Internationa | +0.1% | -0.13% | Add |
| 23 | CVNA | Carvana Co | +0.1% | +5.02% | Add |
| 24 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +13.80% | Add |
| 25 | CAT | Caterpillar Inc | +0.1% | +4.69% | Add |
| 26 | VRT | Vertiv Holdings Co-a | +0.1% | -5.99% | Trim |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +30.65% | Add |
| 28 | UBER | Uber Technologies Inc | +0.1% | +8.87% | Add |
| 29 | RTX | Rtx CORP | +0.1% | +34.60% | Add |
| 30 | ARGX | Argenx Se - Adr | +0.1% | +7.74% | Add |
| 31 | AGX | Argan Inc | +0.1% | +1.67% | Add |
| 32 | CEG | Constellation Energy | +0.1% | +14.08% | Add |
| 33 | ASML | ASML Holding N.V. | +0.1% | +32.23% | Add |
| 34 | LH | Labcorp Holdings Inc | +0.1% | +166.59% | Add |
| 35 | NFLX | Netflix Inc | +0.1% | -2.65% | Add |
| 36 | URI | United Rentals Inc | +0.1% | +11.60% | Add |
| 37 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +104.70% | Add |
| 38 | SLV | Ishares Silver Trust | +0.1% | +42.09% | Add |
| 39 | JBL | Jabil Inc | +0.1% | +67.19% | Add |
| 40 | GS | Goldman Sachs Group Inc | +0.1% | +2.61% | Add |
| 41 | PWR | Quanta Services Inc | +0.1% | +5.36% | Add |
| 42 | AVUV | Avantis US Small Cap Value | +0.1% | +32.42% | Add |
| 43 | JNJ | Johnson & Johnson | +0.1% | +30.32% | Add |
| 44 | EBAY | Ebay Inc | +0.1% | +407.85% | Add |
| 45 | APP | Applovin Corp-class A | +0.1% | +15.54% | Add |
| 46 | FIS | Fidelity National Info Serv | +0.1% | +177.80% | Add |
| 47 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.94% | Add |
| 48 | GE | General Electric | 0% | -1.99% | Add |
| 49 | HSY | Hershey Co/the | 0% | +6.44% | Add |
| 50 | LRCX | Lam Research CORP | 0% | +2.31% | Add |
According to official SEC Form 13F filings, Independent Advisor Alliance reported a total U.S. public equity portfolio value of $4.3B across 945 disclosed positions in Q3 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 24.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
BE
市值: $7.2M
Top Position Liquidated / Trimmed
AMSWAUSD
前期市值: $6.4M
During Q3 2025, Independent Advisor Alliance's top holdings by market value included NVDA (8.9%)、AAPL (6.1%)、ABCB (4.7%). The largest single position, NVDA, represented 8.9% of total portfolio value.
In Q3 2025, Independent Advisor Alliance made 200 total portfolio adjustments, initiating 36 new buys, adding to 93 positions, trimming 64 holdings, and fully liquidating 7 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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