Independent Advisor Alliance Portfolio Holdings

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024

Independent Advisor Alliance has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $7.25 Billion distributed in 2258 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $238M, Nvidia Corp with a value of $212M, Spdr Portfolio S&P 500 ETF (Ma with a value of $211M, Ameris Bancorp with a value of $156M, and Spdr Portfolio with a value of $140M.

Examining the 13F form we can see an increase of $4.54B in the current position value, from $2.71B to 7.25B.

Below you can find more details about Independent Advisor Alliance portfolio as well as his latest detailed transactions.

Portfolio value $7.25 Billion
ETFs: $4.31 Billion
Technology: $916 Million
Financial Services: $542 Million
Consumer Cyclical: $344 Million
Industrials: $250 Million
Communication Services: $218 Million
Consumer Defensive: $197 Million
Healthcare: $179 Million
Other: $263 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76B
$2.84 Million 0.04% of portfolio
31,187
Q4 2024 Added 10.24%
$42.4B
$2.59 Million 0.04% of portfolio
54,581
Q4 2024 Reduced 2.51%
$38.5B
$3.25 Million 0.04% of portfolio
53,662
Q4 2024 Added 38.83%
$85.2B
$3.11 Million 0.04% of portfolio
32,947
Q4 2024 Added 69.13%
$143B
$2.97 Million 0.04% of portfolio
32,128
Q4 2024 Added 35.39%
$16.9B
$2.79 Million 0.04% of portfolio
16,526
Q4 2024 New
$56.7B
$2.73 Million 0.04% of portfolio
24,955
Q4 2024 Added 6.8%
$14.7B
$2.79 Million 0.04% of portfolio
13,346
Q4 2024 Reduced 20.45%
$60.9B
$2.9 Million 0.04% of portfolio
106,020
Q4 2024 Added 31.57%
$54.2B
$3.16 Million 0.04% of portfolio
65,952
Q4 2024 Reduced 5.08%
$88B
$3.21 Million 0.04% of portfolio
53,749
Q4 2024 Added 2.57%
$100B
$3.13 Million 0.04% of portfolio
41,381
Q4 2024 Reduced 14.87%
$71.1B
$3.26 Million 0.04% of portfolio
6,940
Q4 2024 Added 18.75%
$86.3B
$3.18 Million 0.04% of portfolio
2,679
Q4 2024 Added 69.77%
$6.03B
$2.76 Million 0.04% of portfolio
29,906
Q4 2024 New
$62.4B
$3.16 Million 0.04% of portfolio
27,740
Q4 2024 Added 11.03%
$3.45B
$2.95 Million 0.04% of portfolio
17,871
Q4 2024 Added 5.25%
$145B
$2.54 Million 0.04% of portfolio
34,349
Q4 2024 Reduced 14.58%
$133B
$3.07 Million 0.04% of portfolio
28,914
Q4 2024 Reduced 4.71%
$7.63B
$2.78 Million 0.04% of portfolio
27,914
Q4 2024 Added 0.52%
$146B
$2.93 Million 0.04% of portfolio
8,149
Q4 2024 Added 19.42%
$45.7B
$3.12 Million 0.04% of portfolio
17,461
Q4 2024 Added 164.6%
$12.3B
$3.19 Million 0.04% of portfolio
17,690
Q4 2024 Added 131.12%
$15.8B
$2.6 Million 0.04% of portfolio
33,941
Q4 2024 Added 2.85%
$69.7B
$3.18 Million 0.04% of portfolio
66,488
Q4 2024 Added 17.11%
$30.7B
$2.73 Million 0.04% of portfolio
28,149
Q4 2024 Added 57.42%
$8.2B
$2.95 Million 0.04% of portfolio
33,298
Q4 2024 Added 2.3%
$109B
$2.61 Million 0.04% of portfolio
85,975
Q4 2024 Added 0.4%
$282B
$3.16 Million 0.04% of portfolio
4,555
Q4 2024 Added 0.2%
$5.09B
$2.25 Million 0.03% of portfolio
15,031
Q4 2024 Reduced 8.28%
$64.3B
$2.35 Million 0.03% of portfolio
10,348
Q4 2024 Added 9.83%
$91.2B
$2.05 Million 0.03% of portfolio
8,827
Q4 2024 Added 23.71%
$33.9B
$2.07 Million 0.03% of portfolio
17,534
Q4 2024 Added 10.83%
$26.6B
$2.11 Million 0.03% of portfolio
84,748
Q4 2024 Reduced 9.8%
$19.3B
$2.44 Million 0.03% of portfolio
15,008
Q4 2024 Added 0.7%
$30.6B
$1.86 Million 0.03% of portfolio
7,488
Q4 2024 Added 31.95%
$36B
$2.4 Million 0.03% of portfolio
26,907
Q4 2024 Added 18.85%
$1.14B
$2.42 Million 0.03% of portfolio
72,490
Q4 2024 Reduced 1.16%
$0
$1.86 Million 0.03% of portfolio
220,499
Q4 2024 New
$19.5B
$2.42 Million 0.03% of portfolio
5,337
Q4 2024 Added 1.62%
$17.8B
$2.44 Million 0.03% of portfolio
32,233
Q4 2024 Added 125.86%
$68.4B
$2.07 Million 0.03% of portfolio
7,364
Q4 2024 Reduced 9.8%
$30.7B
$2.45 Million 0.03% of portfolio
1,158
Q4 2024 Added 6.24%
$189M
$2.37 Million 0.03% of portfolio
98,803
Q4 2024 Reduced 6.74%
$0
$1.98 Million 0.03% of portfolio
367,744
Q4 2024 New
$36B
$2.12 Million 0.03% of portfolio
33,231
Q4 2024 Added 11.52%
$100B
$2.45 Million 0.03% of portfolio
3,894
Q4 2024 Added 24.73%
$117B
$2.36 Million 0.03% of portfolio
15,933
Q4 2024 Added 17.93%
$46.4B
$2.04 Million 0.03% of portfolio
33,382
Q4 2024 Reduced 2.11%

Summary

  • Portfolio
  • No. of Stocks 2,258
  • Current Value $7.25 Billion
  • Prior Value $2.71 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 688 stocks
  • Additional Purchases 506 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 144 stocks
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