Independent Advisor Alliance Q1 2023 Filing
Filed May 12, 2023
Portfolio Value
$2.1T
Holdings
669
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (669 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $153.2M |
MSFTMICROSOFT CORP | $84.5M |
VTIVANGUARD INDEX FDS | $72.4M |
ABCBAMERIS BANCORP | $70.6M |
AMZNAMAZON COM INC | $54.9M |
VTEBVANGUARD MUN BD FDS | $35.3M |
HDHOME DEPOT INC | $32.0M |
VXUSVANGUARD STAR FDS | $29.1M |
AMDADVANCED MICRO DEVICES INC | $27.2M |
GOOGLALPHABET INC | $26.3M |
NVDANVIDIA CORPORATION | $26.3M |
KOCOCA COLA CO | $25.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $25.3M |
GOOGALPHABET INC | $24.3M |
CVXCHEVRON CORP NEW | $23.8M |
JNJJOHNSON & JOHNSON | $23.6M |
PGPROCTER AND GAMBLE CO | $22.6M |
JPMJPMORGAN CHASE & CO | $22.0M |
MCDMCDONALDS CORP | $21.7M |
ABBVABBVIE INC | $20.0M |
XOMEXXON MOBIL CORP | $19.7M |
PEPPEPSICO INC | $19.2M |
TSLATESLA INC | $18.8M |
VOOVANGUARD INDEX FDS | $18.5M |
MITKMITEK SYS INC | $16.8M |
VVISA INC | $16.7M |
VEUVANGUARD INTL EQUITY INDEX F | $16.6M |
UNHUNITEDHEALTH GROUP INC | $15.7M |
COSTCOSTCO WHSL CORP NEW | $15.4M |
GQ9SPDR GOLD TR | $15.1M |
WMTWALMART INC | $14.8M |
UPSUNITED PARCEL SERVICE INC | $14.3M |
CATCATERPILLAR INC | $13.9M |
METAMETA PLATFORMS INC | $12.9M |
ANETEURARISTA NETWORKS INC | $12.5M |
HSYHERSHEY CO | $12.0M |
DUKDUKE ENERGY CORP NEW | $11.5M |
LMTLOCKHEED MARTIN CORP | $11.1M |
BACBANK AMERICA CORP | $11.0M |
CBCHUBB LIMITED | $10.8M |
NKENIKE INC | $10.7M |
LOWLOWES COS INC | $10.6M |
ITWILLINOIS TOOL WKS INC | $10.1M |
HONHONEYWELL INTL INC | $9.9M |
LLYLILLY ELI & CO | $9.7M |
NEENEXTERA ENERGY INC | $9.6M |
CITCINTAS CORP | $9.5M |
WMWASTE MGMT INC DEL | $9.3M |
TRVTRAVELERS COMPANIES INC | $9.1M |
ABTABBOTT LABS | $9.1M |
PFEPFIZER INC | $8.9M |
LHXL3HARRIS TECHNOLOGIES INC | $8.7M |
NFLXNETFLIX INC | $8.5M |
ACNACCENTURE PLC IRELAND | $8.5M |
MAMASTERCARD INCORPORATED | $8.4M |
UNPUNION PAC CORP | $8.3M |
SOSOUTHERN CO | $8.0M |
MRKMERCK & CO INC | $7.9M |
COPCONOCOPHILLIPS | $7.9M |
DYHTARGET CORP | $7.8M |
EXPDEXPEDITORS INTL WASH INC | $7.6M |
AVGOBROADCOM INC | $7.4M |
BACVERIZON COMMUNICATIONS INC | $7.3M |
LINLINDE PLC | $7.2M |
SPGSIMON PPTY GROUP INC NEW | $7.1M |
VEAVANGUARD TAX-MANAGED FDS | $6.8M |
SEVNSEVEN HILLS REALTY TRUST | $6.5M |
IEXIDEX CORP | $6.5M |
BRBROADRIDGE FINL SOLUTIONS IN | $6.5M |
SGOVISHARES TR | $6.3M |
IBMINTERNATIONAL BUSINESS MACHS | $6.2M |
DISDISNEY WALT CO | $6.0M |
CVSCVS HEALTH CORP | $5.7M |
SBUXSTARBUCKS CORP | $5.7M |
MOALTRIA GROUP INC | $5.5M |
TFCTRUIST FINL CORP | $5.5M |
TAT&T INC | $5.5M |
BABOEING CO | $5.5M |
4I1PHILIP MORRIS INTL INC | $5.2M |
BXBLACKSTONE INC | $5.2M |
AMGNAMGEN INC | $5.2M |
GDGENERAL DYNAMICS CORP | $5.1M |
AXPAMERICAN EXPRESS CO | $5.1M |
LMBSFIRST TR EXCHANGE-TRADED FD | $5.1M |
SHWSHERWIN WILLIAMS CO | $5.0M |
ADBEADOBE SYSTEMS INCORPORATED | $5.0M |
RTXRAYTHEON TECHNOLOGIES CORP | $5.0M |
GPCGENUINE PARTS CO | $5.0M |
ITOTISHARES TR | $4.8M |
QCOMQUALCOMM INC | $4.8M |
NVONOVO-NORDISK A S | $4.8M |
MDLZMONDELEZ INTL INC | $4.7M |
CSCOCISCO SYS INC | $4.5M |
MDTMEDTRONIC PLC | $4.4M |
TMUST-MOBILE US INC | $4.3M |
CRMSALESFORCE INC | $4.3M |
ELVELEVANCE HEALTH INC | $4.3M |
PANWPALO ALTO NETWORKS INC | $4.2M |
DSGDESCARTES SYS GROUP INC | $4.2M |
APDAIR PRODS & CHEMS INC | $4.1M |
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