Independent Advisor Alliance Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$3.0T
Holdings
813
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (813 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 960,370 | $213.3B | 7.05% | |
| 2 | NVDANVIDIA CORPORATION | 1,692,087 | $183.4B | 6.06% | |
| 3 | ABCBAMERIS BANCORP | 2,490,408 | $143.4B | 4.73% | |
| 4 | MSFTMICROSOFT CORP | 323,518 | $121.4B | 4.01% | |
| 5 | AMZNAMAZON COM INC | 595,371 | $113.3B | 3.74% | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 97,063 | $51.7B | 1.71% | |
| 7 | METAMETA PLATFORMS INC | 85,862 | $49.5B | 1.63% | |
| 8 | JPMJPMORGAN CHASE & CO. | 185,379 | $45.5B | 1.50% | |
| 9 | GOOGLALPHABET INC | 275,125 | $42.5B | 1.41% | |
| 10 | GOOGALPHABET INC | 265,812 | $41.5B | 1.37% | |
| 11 | HDHOME DEPOT INC | 110,871 | $40.6B | 1.34% | |
| 12 | XOMEXXON MOBIL CORP | 325,158 | $38.7B | 1.28% | |
| 13 | LLYELI LILLY & CO | 44,147 | $36.5B | 1.20% | |
| 14 | AVGOBROADCOM INC | 205,115 | $34.3B | 1.13% | |
| 15 | COSTCOSTCO WHSL CORP NEW | 34,974 | $33.1B | 1.09% | |
| 16 | AMDADVANCED MICRO DEVICES INC | 292,200 | $30.0B | 0.99% | |
| 17 | KOCOCA COLA CO | 414,525 | $29.7B | 0.98% | |
| 18 | GQ9SPDR GOLD TR | 102,688 | $29.6B | 0.98% | |
| 19 | TSLATESLA INC | 114,143 | $29.6B | 0.98% | |
| 20 | WMTWALMART INC | 334,211 | $29.3B | 0.97% | |
| 21 | VVISA INC | 81,404 | $28.5B | 0.94% | |
| 22 | NFLXNETFLIX INC | 26,720 | $24.9B | 0.82% | |
| 23 | ABBVABBVIE INC | 115,483 | $24.2B | 0.80% | |
| 24 | PGPROCTER AND GAMBLE CO | 138,024 | $23.5B | 0.78% | |
| 25 | MCDMCDONALDS CORP | 65,586 | $20.5B | 0.68% | |
| 26 | CVXCHEVRON CORP NEW | 121,949 | $20.4B | 0.67% | |
| 27 | UNHUNITEDHEALTH GROUP INC | 34,253 | $17.9B | 0.59% | |
| 28 | IBMINTERNATIONAL BUSINESS MACHS | 71,263 | $17.7B | 0.59% | |
| 29 | MIGAMICROSTRATEGY INC | 58,108 | $16.8B | 0.55% | |
| 30 | DUKDUKE ENERGY CORP NEW | 135,059 | $16.5B | 0.54% | |
| 31 | CITCINTAS CORP | 79,378 | $16.3B | 0.54% | |
| 32 | JNJJOHNSON & JOHNSON | 96,029 | $15.9B | 0.53% | |
| 33 | PEPPEPSICO INC | 105,806 | $15.9B | 0.52% | |
| 34 | MAMASTERCARD INCORPORATED | 28,817 | $15.8B | 0.52% | |
| 35 | CATCATERPILLAR INC | 46,046 | $15.2B | 0.50% | |
| 36 | WMWASTE MGMT INC DEL | 58,153 | $13.5B | 0.44% | |
| 37 | LOWLOWES COS INC | 56,988 | $13.3B | 0.44% | |
| 38 | 4I1PHILIP MORRIS INTL INC | 80,329 | $12.8B | 0.42% | |
| 39 | TFCTRUIST FINL CORP | 308,893 | $12.7B | 0.42% | |
| 40 | SPGSIMON PPTY GROUP INC NEW | 75,789 | $12.6B | 0.42% | |
| 41 | TMUST-MOBILE US INC | 46,911 | $12.5B | 0.41% | |
| 42 | CRMSALESFORCE INC | 43,884 | $11.8B | 0.39% | |
| 43 | SOSOUTHERN CO | 126,160 | $11.6B | 0.38% | |
| 44 | MITKMITEK SYS INC | 1,337,491 | $11.0B | 0.36% | |
| 45 | AXPAMERICAN EXPRESS CO | 40,172 | $10.8B | 0.36% | |
| 46 | LMTLOCKHEED MARTIN CORP | 23,656 | $10.6B | 0.35% | |
| 47 | VTIVANGUARD INDEX FDS | 37,889 | $10.4B | 0.34% | |
| 48 | PHPARKER-HANNIFIN CORP | 16,766 | $10.2B | 0.34% | |
| 49 | CBCHUBB LIMITED | 33,309 | $10.1B | 0.33% | |
| 50 | AMGNAMGEN INC | 31,545 | $9.8B | 0.32% | |
| 51 | ABTABBOTT LABS | 71,816 | $9.5B | 0.31% | |
| 52 | BACBANK AMERICA CORP | 226,835 | $9.5B | 0.31% | |
| 53 | BACVERIZON COMMUNICATIONS INC | 208,558 | $9.5B | 0.31% | |
| 54 | COPCONOCOPHILLIPS | 88,961 | $9.3B | 0.31% | |
| 55 | ADBEADOBE INC | 24,056 | $9.2B | 0.30% | |
| 56 | BXBLACKSTONE INC | 65,326 | $9.1B | 0.30% | |
| 57 | TRVTRAVELERS COMPANIES INC | 34,180 | $9.0B | 0.30% | |
| 58 | ETNEATON CORP PLC | 33,213 | $9.0B | 0.30% | |
| 59 | NEENEXTERA ENERGY INC | 126,852 | $9.0B | 0.30% | |
| 60 | PGRPROGRESSIVE CORP | 30,814 | $8.7B | 0.29% | |
| 61 | UNPUNION PAC CORP | 35,697 | $8.4B | 0.28% | |
| 62 | ORCLORACLE CORP | 59,519 | $8.3B | 0.27% | |
| 63 | TAT&T INC | 292,143 | $8.3B | 0.27% | |
| 64 | PLTRPALANTIR TECHNOLOGIES INC | 96,734 | $8.2B | 0.27% | |
| 65 | ANETARISTA NETWORKS INC | 104,925 | $8.1B | 0.27% | |
| 66 | MOALTRIA GROUP INC | 132,839 | $8.0B | 0.26% | |
| 67 | LINLINDE PLC | 16,988 | $7.9B | 0.26% | |
| 68 | HONHONEYWELL INTL INC | 37,263 | $7.9B | 0.26% | |
| 69 | SPYMSPDR SER TR | 119,368 | $7.8B | 0.26% | |
| 70 | VSTVISTRA CORP | 66,314 | $7.8B | 0.26% | |
| 71 | FVDFIRST TR VALUE LINE DIVID IN | 169,961 | $7.6B | 0.25% | |
| 72 | ACNACCENTURE PLC IRELAND | 24,230 | $7.6B | 0.25% | |
| 73 | NOWSERVICENOW INC | 9,492 | $7.6B | 0.25% | |
| 74 | PANWPALO ALTO NETWORKS INC | 43,846 | $7.5B | 0.25% | |
| 75 | QCOMQUALCOMM INC | 48,070 | $7.4B | 0.24% | |
| 76 | FTGSFIRST TR EXCHANGE-TRADED FD | 237,615 | $7.1B | 0.23% | |
| 77 | SMCISUPER MICRO COMPUTER INC | 203,158 | $7.0B | 0.23% | |
| 78 | PFEPFIZER INC | 263,936 | $6.7B | 0.22% | |
| 79 | CSCOCISCO SYS INC | 105,026 | $6.5B | 0.21% | |
| 80 | AMSWAUSDLOGILITY SUPPLY CHAIN SOLUTI | 447,493 | $6.4B | 0.21% | |
| 81 | FSKFS KKR CAP CORP | 293,953 | $6.2B | 0.20% | |
| 82 | TRVCCITIGROUP INC | 85,660 | $6.1B | 0.20% | |
| 83 | LMBSFIRST TR EXCHANGE-TRADED FD | 123,318 | $6.1B | 0.20% | |
| 84 | ISRGINTUITIVE SURGICAL INC | 12,090 | $6.0B | 0.20% | |
| 85 | GDGENERAL DYNAMICS CORP | 21,930 | $6.0B | 0.20% | |
| 86 | DISDISNEY WALT CO | 60,493 | $6.0B | 0.20% | |
| 87 | RTXRTX CORPORATION | 44,730 | $5.9B | 0.20% | |
| 88 | ETENERGY TRANSFER L P | 317,527 | $5.9B | 0.19% | |
| 89 | WFCWELLS FARGO CO NEW | 81,932 | $5.9B | 0.19% | |
| 90 | INTUINTUIT | 9,571 | $5.9B | 0.19% | |
| 91 | SPOTSPOTIFY TECHNOLOGY S A | 10,615 | $5.8B | 0.19% | |
| 92 | MRKMERCK & CO INC | 64,223 | $5.8B | 0.19% | |
| 93 | GEGE AEROSPACE | 28,627 | $5.7B | 0.19% | |
| 94 | SPGIS&P GLOBAL INC | 11,229 | $5.7B | 0.19% | |
| 95 | CRWDCROWDSTRIKE HLDGS INC | 16,122 | $5.7B | 0.19% | |
| 96 | AGGISHARES TR | 57,271 | $5.7B | 0.19% | |
| 97 | DEDEERE & CO | 11,977 | $5.6B | 0.19% | |
| 98 | BRK-BBERKSHIRE HATHAWAY INC DEL | 7 | $5.6B | 0.18% | |
| 99 | MUMICRON TECHNOLOGY INC | 61,632 | $5.4B | 0.18% | |
| 100 | VRTVERTIV HOLDINGS CO | 73,641 | $5.3B | 0.18% |
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