Independent Advisor Alliance Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$3.0B
Holdings
813
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (813 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $213.3M |
NVDANVIDIA CORPORATION | $183.4M |
ABCBAMERIS BANCORP | $143.4M |
MSFTMICROSOFT CORP | $121.4M |
AMZNAMAZON COM INC | $113.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $51.7M |
METAMETA PLATFORMS INC | $49.5M |
JPMJPMORGAN CHASE & CO. | $45.5M |
GOOGLALPHABET INC | $42.5M |
GOOGALPHABET INC | $41.5M |
HDHOME DEPOT INC | $40.6M |
XOMEXXON MOBIL CORP | $38.7M |
LLYELI LILLY & CO | $36.5M |
AVGOBROADCOM INC | $34.3M |
COSTCOSTCO WHSL CORP NEW | $33.1M |
AMDADVANCED MICRO DEVICES INC | $30.0M |
KOCOCA COLA CO | $29.7M |
GQ9SPDR GOLD TR | $29.6M |
TSLATESLA INC | $29.6M |
WMTWALMART INC | $29.3M |
VVISA INC | $28.5M |
NFLXNETFLIX INC | $24.9M |
ABBVABBVIE INC | $24.2M |
PGPROCTER AND GAMBLE CO | $23.5M |
MCDMCDONALDS CORP | $20.5M |
CVXCHEVRON CORP NEW | $20.4M |
UNHUNITEDHEALTH GROUP INC | $17.9M |
IBMINTERNATIONAL BUSINESS MACHS | $17.7M |
MIGAMICROSTRATEGY INC | $16.8M |
DUKDUKE ENERGY CORP NEW | $16.5M |
CITCINTAS CORP | $16.3M |
JNJJOHNSON & JOHNSON | $15.9M |
PEPPEPSICO INC | $15.9M |
MAMASTERCARD INCORPORATED | $15.8M |
CATCATERPILLAR INC | $15.2M |
WMWASTE MGMT INC DEL | $13.5M |
LOWLOWES COS INC | $13.3M |
4I1PHILIP MORRIS INTL INC | $12.8M |
TFCTRUIST FINL CORP | $12.7M |
SPGSIMON PPTY GROUP INC NEW | $12.6M |
TMUST-MOBILE US INC | $12.5M |
CRMSALESFORCE INC | $11.8M |
SOSOUTHERN CO | $11.6M |
MITKMITEK SYS INC | $11.0M |
AXPAMERICAN EXPRESS CO | $10.8M |
LMTLOCKHEED MARTIN CORP | $10.6M |
VTIVANGUARD INDEX FDS | $10.4M |
PHPARKER-HANNIFIN CORP | $10.2M |
CBCHUBB LIMITED | $10.1M |
AMGNAMGEN INC | $9.8M |
ABTABBOTT LABS | $9.5M |
BACBANK AMERICA CORP | $9.5M |
BACVERIZON COMMUNICATIONS INC | $9.5M |
COPCONOCOPHILLIPS | $9.3M |
ADBEADOBE INC | $9.2M |
BXBLACKSTONE INC | $9.1M |
TRVTRAVELERS COMPANIES INC | $9.0M |
ETNEATON CORP PLC | $9.0M |
NEENEXTERA ENERGY INC | $9.0M |
PGRPROGRESSIVE CORP | $8.7M |
UNPUNION PAC CORP | $8.4M |
ORCLORACLE CORP | $8.3M |
TAT&T INC | $8.3M |
PLTRPALANTIR TECHNOLOGIES INC | $8.2M |
ANETARISTA NETWORKS INC | $8.1M |
MOALTRIA GROUP INC | $8.0M |
LINLINDE PLC | $7.9M |
HONHONEYWELL INTL INC | $7.9M |
SPYMSPDR SER TR | $7.8M |
VSTVISTRA CORP | $7.8M |
FVDFIRST TR VALUE LINE DIVID IN | $7.6M |
ACNACCENTURE PLC IRELAND | $7.6M |
NOWSERVICENOW INC | $7.6M |
PANWPALO ALTO NETWORKS INC | $7.5M |
QCOMQUALCOMM INC | $7.4M |
FTGSFIRST TR EXCHANGE-TRADED FD | $7.1M |
SMCISUPER MICRO COMPUTER INC | $7.0M |
PFEPFIZER INC | $6.7M |
CSCOCISCO SYS INC | $6.5M |
AMSWAUSDLOGILITY SUPPLY CHAIN SOLUTI | $6.4M |
FSKFS KKR CAP CORP | $6.2M |
TRVCCITIGROUP INC | $6.1M |
LMBSFIRST TR EXCHANGE-TRADED FD | $6.1M |
ISRGINTUITIVE SURGICAL INC | $6.0M |
GDGENERAL DYNAMICS CORP | $6.0M |
DISDISNEY WALT CO | $6.0M |
RTXRTX CORPORATION | $5.9M |
ETENERGY TRANSFER L P | $5.9M |
WFCWELLS FARGO CO NEW | $5.9M |
INTUINTUIT | $5.9M |
SPOTSPOTIFY TECHNOLOGY S A | $5.8M |
MRKMERCK & CO INC | $5.8M |
GEGE AEROSPACE | $5.7M |
SPGIS&P GLOBAL INC | $5.7M |
CRWDCROWDSTRIKE HLDGS INC | $5.7M |
AGGISHARES TR | $5.7M |
DEDEERE & CO | $5.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $5.6M |
MUMICRON TECHNOLOGY INC | $5.4M |
VRTVERTIV HOLDINGS CO | $5.3M |
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