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Independent Advisor Alliance

Latest statistics and disclosures from Independent Advisor Alliance's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, ABCB, VTI, AMZN, and represent 22.55% of Independent Advisor Alliance's stock portfolio.
Added to shares of these 10 stocks: WMT (+$13M), CRWD (+$5.1M), GBTC, ADBE, LI, FVD, VCIT, CMCSA, PBR, DBX.
Started 65 new stock positions in ALIT, MCHP, ON, LEN, FNV, KNF, MOH, VGLT, TPR, GCT.
Reduced shares in these 10 stocks: VTI (-$99M), VTEB (-$34M), VOO (-$29M), VXUS (-$28M), VEU (-$20M), VEA (-$14M), SMCI (-$7.0M), BAC (-$5.6M), PPH, GLD.
Sold out of its positions in AWR, ANSS, CBRE, CF, UAN, CLMT, CNI, CC, EWBC, Electrameccanica Vehs Corp.
Independent Advisor Alliance was a net seller of stock by $-253M.
Independent Advisor Alliance has $2.8B in assets under management (AUM), dropping by -1.02%.
Central Index Key (CIK): 0001696899

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Portfolio Holdings for Independent Advisor Alliance

Independent Advisor Alliance holds 702 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Independent Advisor Alliance has 702 total positions. Only the first 250 positions are shown.

Sign up to view all of the Independent Advisor Alliance March 31, 2024 positions
Download the Independent Advisor Alliance March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.6	$157M		913k	171.48	View chart
Microsoft Corporation (MSFT)	4.7	$131M		312k	420.72	View chart
Ameris Ban (ABCB)	4.4	$122M		2.5M	48.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.2	$115M	-46%	444k	259.90	View chart
Amazon (AMZN)	3.6	$100M		554k	180.38	View chart
NVIDIA Corporation (NVDA)	3.6	$100M		110k	903.55	View chart
Advanced Micro Devices (AMD)	2.0	$54M		299k	180.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.8	$49M	-41%	960k	50.60	View chart
Home Depot (HD)	1.4	$40M		103k	383.60	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$39M	+4%	258k	152.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$39M		255k	150.93	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.4	$38M	-42%	629k	60.30	View chart
JPMorgan Chase & Co. (JPM)	1.3	$36M	-7%	179k	200.30	View chart
Coca-Cola Company (KO)	1.2	$34M		556k	61.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$33M	+5%	77k	420.52	View chart
Meta Platforms Cl A (META)	1.1	$29M	+3%	61k	485.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$28M	-51%	57k	480.70	View chart
Mitek Sys Com New (MITK)	0.9	$26M		1.9M	14.10	View chart
Exxon Mobil Corporation (XOM)	0.9	$26M	+2%	221k	116.24	View chart
Chevron Corporation (CVX)	0.9	$26M	+2%	162k	157.74	View chart
Eli Lilly & Co. (LLY)	0.9	$26M		33k	777.95	View chart
Costco Wholesale Corporation (COST)	0.9	$24M		33k	732.63	View chart
McDonald's Corporation (MCD)	0.9	$24M		84k	281.95	View chart
Broadcom (AVGO)	0.8	$23M		17k	1325.42	View chart
Visa Com Cl A (V)	0.8	$22M	-4%	80k	279.08	View chart
Johnson & Johnson (JNJ)	0.8	$22M	-6%	141k	158.19	View chart
Procter & Gamble Company (PG)	0.8	$21M	-6%	132k	162.25	View chart
Abbvie (ABBV)	0.8	$21M	-5%	114k	182.10	View chart
Wal-Mart Stores (WMT)	0.7	$20M	+193%	325k	60.17	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$19M	-50%	330k	58.65	View chart
Caterpillar (CAT)	0.7	$19M	-9%	52k	366.43	View chart
UnitedHealth (UNH)	0.7	$19M	+6%	38k	494.70	View chart
Tesla Motors (TSLA)	0.7	$19M	-7%	108k	175.79	View chart
Pepsi (PEP)	0.7	$18M		105k	175.01	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$16M	-21%	77k	205.72	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$14M	-49%	275k	50.17	View chart
Arista Networks (ANET)	0.5	$13M	-6%	46k	289.98	View chart
Netflix (NFLX)	0.5	$13M		22k	607.33	View chart
Lowe's Companies (LOW)	0.5	$13M	-8%	52k	254.73	View chart
Cintas Corporation (CTAS)	0.5	$13M		19k	687.02	View chart
Mastercard Incorporated Cl A (MA)	0.5	$13M	+12%	27k	481.56	View chart
Duke Energy Corp Com New (DUK)	0.4	$12M	+2%	123k	96.71	View chart
Chubb (CB)	0.4	$12M	-11%	46k	259.13	View chart
Waste Management (WM)	0.4	$12M		55k	213.15	View chart
Super Micro Computer (SMCI)	0.4	$12M	-37%	12k	1010.03	View chart
Travelers Companies (TRV)	0.4	$11M	-2%	50k	230.14	View chart
ConocoPhillips (COP)	0.4	$11M		89k	127.28	View chart
Simon Property (SPG)	0.4	$11M	+8%	72k	156.49	View chart
Lockheed Martin Corporation (LMT)	0.4	$11M	+7%	25k	454.87	View chart
International Business Machines (IBM)	0.4	$11M	+16%	57k	190.96	View chart
Adobe Systems Incorporated (ADBE)	0.4	$10M	+40%	21k	504.60	View chart
Honeywell International (HON)	0.4	$10M	-2%	49k	205.25	View chart
salesforce (CRM)	0.4	$9.8M	+10%	33k	301.18	View chart
Hershey Company (HSY)	0.4	$9.8M	-5%	50k	194.50	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$9.7M	+3%	28k	346.60	View chart
Truist Financial Corp equities (TFC)	0.3	$9.6M		247k	38.98	View chart
United Parcel Service CL B (UPS)	0.3	$9.4M	-5%	64k	148.63	View chart
Union Pacific Corporation (UNP)	0.3	$9.3M	-12%	38k	245.93	View chart
Illinois Tool Works (ITW)	0.3	$9.2M	-18%	34k	268.33	View chart
Merck & Co (MRK)	0.3	$8.9M	+5%	68k	131.95	View chart
Southern Company (SO)	0.3	$8.7M	-2%	121k	71.74	View chart
Novo-nordisk A S Adr (NVO)	0.3	$8.6M		67k	128.40	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$8.5M	-9%	65k	131.37	View chart
Parker-Hannifin Corporation (PH)	0.3	$8.4M	-7%	15k	555.80	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$8.3M	-33%	47k	175.27	View chart
Linde SHS (LIN)	0.3	$8.1M	-10%	17k	464.32	View chart
American Express Company (AXP)	0.3	$7.9M		35k	227.69	View chart
Abbott Laboratories (ABT)	0.3	$7.9M	-2%	69k	113.66	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$7.9M	+185%	25k	320.59	View chart
Bank of America Corporation (BAC)	0.3	$7.7M	-42%	202k	37.92	View chart
Qualcomm (QCOM)	0.3	$7.5M	+8%	44k	169.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$7.4M	-4%	44k	169.37	View chart
Verizon Communications (VZ)	0.3	$7.3M		174k	41.96	View chart
Nextera Energy (NEE)	0.3	$7.3M	-4%	114k	63.91	View chart
Expeditors International of Washington (EXPD)	0.3	$7.1M		58k	121.57	View chart
IDEX Corporation (IEX)	0.2	$6.9M		28k	244.02	View chart
Walt Disney Company (DIS)	0.2	$6.8M	-3%	56k	122.36	View chart
Amgen (AMGN)	0.2	$6.6M		23k	284.31	View chart
Comcast Corp Cl A (CMCSA)	0.2	$6.5M	+45%	150k	43.35	View chart
L3harris Technologies (LHX)	0.2	$6.5M	-10%	30k	213.10	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$6.4M	+16%	133k	48.25	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$6.3M	+54%	149k	42.23	View chart
Palo Alto Networks (PANW)	0.2	$6.3M	-3%	22k	284.13	View chart
Thermo Fisher Scientific (TMO)	0.2	$6.2M	-19%	11k	581.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$5.9M	-30%	82k	72.63	View chart
Broadridge Financial Solutions (BR)	0.2	$5.9M	-13%	29k	204.86	View chart
Chipotle Mexican Grill (CMG)	0.2	$5.8M		2.0k	2906.77	View chart
Philip Morris International (PM)	0.2	$5.7M	+2%	62k	91.62	View chart
Altria (MO)	0.2	$5.7M		130k	43.62	View chart
United Rentals (URI)	0.2	$5.7M	-11%	7.9k	721.13	View chart
Paccar (PCAR)	0.2	$5.7M		46k	123.89	View chart
Metropcs Communications (TMUS)	0.2	$5.7M	+3%	35k	163.22	View chart
General Dynamics Corporation (GD)	0.2	$5.6M	-8%	20k	282.49	View chart
Micron Technology (MU)	0.2	$5.6M	-4%	47k	117.89	View chart
Pfizer (PFE)	0.2	$5.6M	+20%	201k	27.75	View chart
Fs Kkr Capital Corp (FSK)	0.2	$5.6M	+11%	292k	19.07	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.2	$5.5M	+5%	97k	56.98	View chart
Target Corporation (TGT)	0.2	$5.5M	-15%	31k	177.21	View chart
Intuit (INTU)	0.2	$5.4M		8.4k	650.04	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$5.4M	-4%	5.6k	970.51	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$5.4M	-28%	109k	49.19	View chart
Phillips 66 (PSX)	0.2	$5.2M		32k	163.34	View chart
Paypal Holdings (PYPL)	0.2	$5.1M	-7%	76k	66.99	View chart
Nike CL B (NKE)	0.2	$4.8M	+11%	51k	93.98	View chart
Anthem (ELV)	0.2	$4.8M	+3%	9.2k	518.54	View chart
TJX Companies (TJX)	0.2	$4.7M	+18%	47k	101.42	View chart
Applied Materials (AMAT)	0.2	$4.7M	+3%	23k	206.23	View chart
S&p Global (SPGI)	0.2	$4.6M	-12%	11k	425.43	View chart
CVS Caremark Corporation (CVS)	0.2	$4.5M	-12%	57k	79.76	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.2	$4.5M	+3%	66k	68.49	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$4.5M	-10%	94k	47.52	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.2	$4.5M	-49%	49k	90.70	View chart
Medtronic SHS (MDT)	0.2	$4.4M	-5%	51k	87.15	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$4.4M	-12%	63k	70.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$4.4M	-48%	27k	162.86	View chart
Oracle Corporation (ORCL)	0.2	$4.3M	+15%	34k	125.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$4.3M	+3%	8.1k	523.08	View chart
Sherwin-Williams Company (SHW)	0.2	$4.2M	-2%	12k	347.33	View chart
Starbucks Corporation (SBUX)	0.2	$4.2M		46k	91.39	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$4.2M	+4%	27k	153.77	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$4.1M	+16%	68k	61.05	View chart
Brown & Brown (BRO)	0.1	$4.1M		46k	87.54	View chart
Intel Corporation (INTC)	0.1	$4.0M	+18%	91k	44.17	View chart
Citigroup Com New (C)	0.1	$4.0M	+36%	63k	63.24	View chart
Seven Hills Realty Trust (SEVN)	0.1	$4.0M		307k	12.92	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.9M	-19%	23k	174.21	View chart
Iron Mountain (IRM)	0.1	$3.9M		48k	80.21	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$3.9M	+5%	247k	15.73	View chart
Intuitive Surgical Com New (ISRG)	0.1	$3.9M		9.7k	399.09	View chart
Servicenow (NOW)	0.1	$3.8M	+3%	5.0k	762.32	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.8M	-14%	6.00	634440.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$3.8M		41k	92.72	View chart
Deere & Company (DE)	0.1	$3.8M	+7%	9.1k	410.73	View chart
W.R. Berkley Corporation (WRB)	0.1	$3.7M		42k	88.44	View chart
Boeing Company (BA)	0.1	$3.7M	-26%	19k	192.99	View chart
Valero Energy Corporation (VLO)	0.1	$3.6M	+6%	21k	170.69	View chart
Oaktree Specialty Lending Corp (OCSL)	0.1	$3.6M		185k	19.66	View chart
Wells Fargo & Company (WFC)	0.1	$3.6M	-9%	63k	57.96	View chart
CSX Corporation (CSX)	0.1	$3.6M		97k	37.07	View chart
Descartes Sys Grp (DSGX)	0.1	$3.6M		39k	91.53	View chart
Enterprise Products Partners (EPD)	0.1	$3.6M	+5%	122k	29.18	View chart
Microstrategy Cl A New (MSTR)	0.1	$3.5M	+5%	2.1k	1704.56	View chart
Morgan Stanley Com New (MS)	0.1	$3.5M		37k	94.16	View chart
At&t (T)	0.1	$3.5M	-16%	197k	17.60	View chart
AFLAC Incorporated (AFL)	0.1	$3.4M		40k	85.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$3.4M	-3%	6.6k	525.74	View chart
General Electric Com New (GE)	0.1	$3.4M	+3%	19k	175.53	View chart
Cloudflare Cl A Com (NET)	0.1	$3.4M		35k	96.83	View chart
Cisco Systems (CSCO)	0.1	$3.4M	-16%	68k	49.91	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$3.4M	+72%	88k	38.48	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$3.4M	-40%	71k	47.87	View chart
Nucor Corporation (NUE)	0.1	$3.4M	+14%	17k	197.90	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.3M	-7%	34k	97.53	View chart
Occidental Petroleum Corporation (OXY)	0.1	$3.3M	-15%	51k	64.99	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$3.3M	NEW	52k	63.17	View chart
EOG Resources (EOG)	0.1	$3.3M	+19%	26k	127.84	View chart
Eaton Corp SHS (ETN)	0.1	$3.2M	-15%	10k	312.67	View chart
Dover Corporation (DOV)	0.1	$3.2M		18k	177.19	View chart
Enbridge (ENB)	0.1	$3.2M		89k	36.18	View chart
The Trade Desk Com Cl A (TTD)	0.1	$3.2M	-2%	37k	87.42	View chart
Pioneer Natural Resources (PXD)	0.1	$3.2M		12k	262.51	View chart
Textron (TXT)	0.1	$3.2M		33k	95.93	View chart
Dominion Resources (D)	0.1	$3.1M		63k	49.19	View chart
Emerson Electric (EMR)	0.1	$3.1M		27k	113.42	View chart
Air Products & Chemicals (APD)	0.1	$3.1M	-19%	13k	242.28	View chart
Analog Devices (ADI)	0.1	$3.1M		16k	197.79	View chart
Automatic Data Processing (ADP)	0.1	$3.0M	-6%	12k	249.74	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.1	$3.0M		182k	16.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$3.0M	+106%	6.7k	444.01	View chart
Church & Dwight (CHD)	0.1	$2.9M		28k	104.31	View chart
BlackRock (BLK)	0.1	$2.9M	-2%	3.5k	833.73	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$2.9M	+13%	38k	76.81	View chart
Genuine Parts Company (GPC)	0.1	$2.9M	-5%	19k	154.93	View chart
Bwx Technologies (BWXT)	0.1	$2.8M	-21%	27k	102.62	View chart
Northrop Grumman Corporation (NOC)	0.1	$2.8M	-3%	5.8k	478.64	View chart
Colgate-Palmolive Company (CL)	0.1	$2.8M	-2%	31k	90.05	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$2.8M	+372%	34k	80.51	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.7M	+87%	13k	201.50	View chart
Xpo Logistics Inc equity (XPO)	0.1	$2.7M	-26%	22k	122.03	View chart
Ubs Group SHS (UBS)	0.1	$2.7M	-3%	87k	30.72	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.7M	+49%	20k	136.05	View chart
Kimberly-Clark Corporation (KMB)	0.1	$2.6M	-3%	20k	129.35	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$2.6M	-49%	14k	186.87	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.6M	-58%	26k	100.71	View chart
Bristol Myers Squibb (BMY)	0.1	$2.5M	+45%	47k	54.23	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$2.5M	+18%	136k	18.77	View chart
Verisk Analytics (VRSK)	0.1	$2.5M	-9%	11k	235.72	View chart
Clorox Company (CLX)	0.1	$2.5M	-31%	16k	153.11	View chart
PNC Financial Services (PNC)	0.1	$2.4M	-5%	15k	161.60	View chart
South State Corporation (SSB)	0.1	$2.4M		28k	85.03	View chart
Li Auto Sponsored Ads (LI)	0.1	$2.4M	NEW	80k	30.28	View chart
Rli (RLI)	0.1	$2.4M		16k	148.47	View chart
Lam Research Corporation (LRCX)	0.1	$2.4M	+20%	2.5k	971.57	View chart
Schwab Charles Family Amt Tax Free Mny (SCTXX)	0.1	$2.4M	-32%	2.4M	1.00	View chart
Booking Holdings (BKNG)	0.1	$2.4M	+7%	656.00	3629.78	View chart
Dorchester Minerals Com Unit (DMLP)	0.1	$2.4M	+4%	70k	33.72	View chart
FedEx Corporation (FDX)	0.1	$2.4M	-41%	8.1k	289.74	View chart
Rbc Cad (RY)	0.1	$2.3M	-3%	23k	100.89	View chart
Rithm Capital Corp Com New (RITM)	0.1	$2.3M	-11%	203k	11.16	View chart
Goldman Sachs (GS)	0.1	$2.3M		5.4k	417.72	View chart
Norfolk Southern (NSC)	0.1	$2.2M		8.8k	254.87	View chart
Synopsys (SNPS)	0.1	$2.2M	+3%	3.9k	571.52	View chart
Republic Services (RSG)	0.1	$2.2M	-16%	12k	191.45	View chart
Shopify Cl A (SHOP)	0.1	$2.2M	-8%	28k	77.17	View chart
Stryker Corporation (SYK)	0.1	$2.2M		6.1k	357.86	View chart
American Electric Power Company (AEP)	0.1	$2.2M	+3%	25k	86.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.1M	-2%	29k	74.22	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$2.1M		4.0k	522.88	View chart
3M Company (MMM)	0.1	$2.1M	+3%	20k	106.07	View chart
Uber Technologies (UBER)	0.1	$2.1M	-2%	27k	76.99	View chart
Marvell Technology (MRVL)	0.1	$2.1M	+129%	30k	70.88	View chart
Texas Pacific Land Corp (TPL)	0.1	$2.1M	+202%	3.6k	578.51	View chart
Axis Cap Hldgs SHS (AXS)	0.1	$2.1M		32k	65.02	View chart
Us Bancorp Del Com New (USB)	0.1	$2.0M	+5%	46k	44.70	View chart
Dow (DOW)	0.1	$2.0M		35k	57.93	View chart
BP Sponsored Adr (BP)	0.1	$2.0M	-4%	54k	37.68	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.0M	+11%	28k	72.34	View chart
Biogen Idec (BIIB)	0.1	$2.0M	+3%	9.3k	215.63	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$2.0M		48k	41.56	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.1	$2.0M	NEW	131k	15.21	View chart
General Mills (GIS)	0.1	$2.0M	+6%	28k	69.97	View chart
Vale S A Sponsored Ads (VALE)	0.1	$1.9M	+3%	160k	12.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.9M	+15%	24k	80.63	View chart
Becton, Dickinson and (BDX)	0.1	$1.9M	-8%	7.8k	247.44	View chart
Dropbox Cl A (DBX)	0.1	$1.9M	NEW	79k	24.30	View chart
Mfa Finl (MFA)	0.1	$1.9M	+23%	169k	11.41	View chart
T. Rowe Price (TROW)	0.1	$1.9M		16k	121.92	View chart
Sap Se Spon Adr (SAP)	0.1	$1.9M		9.7k	195.02	View chart
MetLife (MET)	0.1	$1.8M		24k	74.11	View chart
Quanta Services (PWR)	0.1	$1.8M	-3%	6.9k	259.81	View chart
O'reilly Automotive (ORLY)	0.1	$1.8M		1.6k	1128.88	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.8M	-49%	9.3k	191.88	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	0.1	$1.8M		1.1k	1635.00	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.1	$1.8M		12k	148.44	View chart
Applied Optoelectronics (AAOI)	0.1	$1.8M	NEW	128k	13.86	View chart
Dupont De Nemours (DD)	0.1	$1.7M		23k	76.67	View chart
First Community Corporation (FCCO)	0.1	$1.7M	+6%	99k	17.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.7M	-48%	41k	41.77	View chart
Consolidated Edison (ED)	0.1	$1.7M	+4%	19k	90.81	View chart
Prudential Financial (PRU)	0.1	$1.7M	-2%	15k	117.40	View chart
LTC Properties (LTC)	0.1	$1.7M		52k	32.51	View chart
Wynn Resorts (WYNN)	0.1	$1.7M	-3%	17k	102.23	View chart
Wec Energy Group (WEC)	0.1	$1.7M	+7%	20k	82.12	View chart
Archer Daniels Midland Company (ADM)	0.1	$1.7M	+29%	26k	62.81	View chart
Technipfmc (FTI)	0.1	$1.6M		66k	25.11	View chart
Lexington Realty Trust (LXP)	0.1	$1.6M		182k	9.02	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$1.6M	+7%	17k	93.05	View chart
Roper Industries (ROP)	0.1	$1.6M	+3%	2.9k	560.93	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$1.6M	+112%	22k	73.15	View chart
Gambling Com Group Ordinary Shares (GAMB)	0.1	$1.6M		174k	9.13	View chart

Past Filings by Independent Advisor Alliance

SEC 13F filings are viewable for Independent Advisor Alliance going back to 2016

Independent Advisor Alliance 2024 Q1 filed May 8, 2024
Independent Advisor Alliance 2023 Q4 filed Feb. 8, 2024
Independent Advisor Alliance 2023 Q3 filed Oct. 24, 2023
Independent Advisor Alliance 2023 Q2 filed July 28, 2023
Independent Advisor Alliance 2023 Q1 filed May 12, 2023
Independent Advisor Alliance 2022 Q4 filed Feb. 13, 2023
Independent Advisor Alliance 2022 Q3 filed Nov. 4, 2022
Independent Advisor Alliance 2022 Q2 filed Aug. 4, 2022
Independent Advisor Alliance 2022 Q1 filed May 6, 2022
Independent Advisor Alliance 2021 Q4 filed Feb. 11, 2022
Independent Advisor Alliance 2021 Q3 filed Nov. 1, 2021
Independent Advisor Alliance 2021 Q2 filed Aug. 12, 2021
Independent Advisor Alliance 2021 Q1 filed May 14, 2021
Independent Advisor Alliance 2020 Q4 filed Feb. 11, 2021
Independent Advisor Alliance 2020 Q3 filed Nov. 4, 2020
Independent Advisor Alliance 2020 Q2 filed Aug. 6, 2020

View all past filings

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