Independent Advisor Alliance Q1 2024 Filing
Filed May 8, 2024
Portfolio Value
$2.8T
Holdings
702
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (702 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $156.5M |
MSFTMICROSOFT CORP | $131.3M |
ABCBAMERIS BANCORP | $121.6M |
VTIVANGUARD INDEX FDS | $115.4M |
AMZNAMAZON COM INC | $99.9M |
NVDANVIDIA CORPORATION | $99.8M |
AMDADVANCED MICRO DEVICES INC | $54.0M |
VTEBVANGUARD MUN BD FDS | $48.5M |
HDHOME DEPOT INC | $39.7M |
GOOGALPHABET INC | $39.2M |
GOOGLALPHABET INC | $38.6M |
VXUSVANGUARD STAR FDS | $37.9M |
JPMJPMORGAN CHASE & CO | $35.8M |
KOCOCA COLA CO | $34.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $32.5M |
METAMETA PLATFORMS INC | $29.4M |
VOOVANGUARD INDEX FDS | $27.6M |
MITKMITEK SYS INC | $26.1M |
XOMEXXON MOBIL CORP | $25.7M |
CVXCHEVRON CORP NEW | $25.6M |
LLYELI LILLY & CO | $25.5M |
COSTCOSTCO WHSL CORP NEW | $24.3M |
MCDMCDONALDS CORP | $23.7M |
AVGOBROADCOM INC | $22.6M |
VVISA INC | $22.4M |
JNJJOHNSON & JOHNSON | $22.2M |
PGPROCTER AND GAMBLE CO | $21.3M |
ABBVABBVIE INC | $20.8M |
WMTWALMART INC | $19.6M |
VEUVANGUARD INTL EQUITY INDEX F | $19.4M |
CATCATERPILLAR INC | $19.1M |
UNHUNITEDHEALTH GROUP INC | $18.9M |
TSLATESLA INC | $18.9M |
PEPPEPSICO INC | $18.4M |
GQ9SPDR GOLD TR | $15.9M |
VEAVANGUARD TAX-MANAGED FDS | $13.8M |
ANETEURARISTA NETWORKS INC | $13.3M |
NFLXNETFLIX INC | $13.2M |
LOWLOWES COS INC | $13.2M |
CITCINTAS CORP | $13.0M |
MAMASTERCARD INCORPORATED | $12.8M |
DUKDUKE ENERGY CORP NEW | $11.9M |
CBCHUBB LIMITED | $11.8M |
WMWASTE MGMT INC DEL | $11.8M |
SMCIUSDSUPER MICRO COMPUTER INC | $11.7M |
TRVTRAVELERS COMPANIES INC | $11.4M |
COPCONOCOPHILLIPS | $11.4M |
SPGSIMON PPTY GROUP INC NEW | $11.3M |
LMTLOCKHEED MARTIN CORP | $11.2M |
IBMINTERNATIONAL BUSINESS MACHS | $10.9M |
ADBEADOBE INC | $10.4M |
HONHONEYWELL INTL INC | $10.0M |
CRMSALESFORCE INC | $9.8M |
HSYHERSHEY CO | $9.8M |
ACNACCENTURE PLC IRELAND | $9.7M |
TFCTRUIST FINL CORP | $9.6M |
UPSUNITED PARCEL SERVICE INC | $9.4M |
UNPUNION PAC CORP | $9.3M |
ITWILLINOIS TOOL WKS INC | $9.2M |
MRKMERCK & CO INC | $8.9M |
SOSOUTHERN CO | $8.7M |
NVONOVO-NORDISK A S | $8.6M |
BXBLACKSTONE INC | $8.5M |
PHPARKER-HANNIFIN CORP | $8.4M |
VXFVANGUARD INDEX FDS | $8.3M |
LINLINDE PLC | $8.1M |
AXPAMERICAN EXPRESS CO | $7.9M |
ABTABBOTT LABS | $7.9M |
CRWDCROWDSTRIKE HLDGS INC | $7.9M |
BACBANK AMERICA CORP | $7.7M |
QCOMQUALCOMM INC | $7.5M |
RSPINVESCO EXCHANGE TRADED FD T | $7.4M |
BACVERIZON COMMUNICATIONS INC | $7.3M |
NEENEXTERA ENERGY INC | $7.3M |
EXPDEXPEDITORS INTL WASH INC | $7.1M |
IEXIDEX CORP | $6.9M |
DISDISNEY WALT CO | $6.8M |
AMGNAMGEN INC | $6.6M |
CMCSACOMCAST CORP NEW | $6.5M |
LHXL3HARRIS TECHNOLOGIES INC | $6.5M |
LMBSFIRST TR EXCHANGE-TRADED FD | $6.4M |
FVDFIRST TR VALUE LINE DIVID IN | $6.3M |
PANWPALO ALTO NETWORKS INC | $6.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.2M |
BNDVANGUARD BD INDEX FDS | $5.9M |
BRBROADRIDGE FINL SOLUTIONS IN | $5.9M |
CMGCHIPOTLE MEXICAN GRILL INC | $5.8M |
4I1PHILIP MORRIS INTL INC | $5.7M |
MOALTRIA GROUP INC | $5.7M |
URIUNITED RENTALS INC | $5.7M |
PCARPACCAR INC | $5.7M |
TMUST-MOBILE US INC | $5.7M |
GDGENERAL DYNAMICS CORP | $5.6M |
MUMICRON TECHNOLOGY INC | $5.6M |
PFEPFIZER INC | $5.6M |
FSKFS KKR CAP CORP | $5.6M |
DFUSDIMENSIONAL ETF TRUST | $5.5M |
DYHTARGET CORP | $5.5M |
INTUINTUIT | $5.4M |
ASMLASML HOLDING N V | $5.4M |
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