Independent Advisor Alliance Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$3.5T
Holdings
889
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (889 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1,792,266 | $283.2B | 8.16% | |
| 2 | AAPLAPPLE INC | 943,130 | $193.5B | 5.58% | |
| 3 | ABCBAMERIS BANCORP | 2,490,490 | $161.1B | 4.65% | |
| 4 | MSFTMICROSOFT CORP | 315,162 | $156.8B | 4.52% | |
| 5 | AMZNAMAZON COM INC | 596,496 | $130.9B | 3.77% | |
| 6 | METAMETA PLATFORMS INC | 88,902 | $65.6B | 1.89% | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 121,179 | $58.9B | 1.70% | |
| 8 | AVGOBROADCOM INC | 204,798 | $56.5B | 1.63% | |
| 9 | JPMJPMORGAN CHASE & CO. | 173,617 | $50.3B | 1.45% | |
| 10 | GOOGLALPHABET INC | 276,272 | $48.7B | 1.40% | |
| 11 | GOOGALPHABET INC | 268,746 | $47.7B | 1.37% | |
| 12 | AMDADVANCED MICRO DEVICES INC | 295,401 | $41.9B | 1.21% | |
| 13 | TSLATESLA INC | 127,206 | $40.4B | 1.17% | |
| 14 | HDHOME DEPOT INC | 109,681 | $40.2B | 1.16% | |
| 15 | NFLXNETFLIX INC | 29,081 | $38.9B | 1.12% | |
| 16 | LLYELI LILLY & CO | 43,160 | $33.6B | 0.97% | |
| 17 | GQ9SPDR GOLD TR | 108,816 | $33.2B | 0.96% | |
| 18 | COSTCOSTCO WHSL CORP NEW | 32,915 | $32.6B | 0.94% | |
| 19 | WMTWALMART INC | 326,446 | $31.9B | 0.92% | |
| 20 | XOMEXXON MOBIL CORP | 293,467 | $31.6B | 0.91% | |
| 21 | VVISA INC | 81,514 | $28.9B | 0.83% | |
| 22 | KOCOCA COLA CO | 351,561 | $24.9B | 0.72% | |
| 23 | MIGAMICROSTRATEGY INC | 56,826 | $23.0B | 0.66% | |
| 24 | PGPROCTER AND GAMBLE CO | 134,644 | $21.5B | 0.62% | |
| 25 | ABBVABBVIE INC | 113,905 | $21.1B | 0.61% | |
| 26 | IBMINTERNATIONAL BUSINESS MACHS | 71,425 | $21.1B | 0.61% | |
| 27 | PLTRPALANTIR TECHNOLOGIES INC | 143,724 | $19.6B | 0.56% | |
| 28 | MCDMCDONALDS CORP | 61,430 | $17.9B | 0.52% | |
| 29 | CITCINTAS CORP | 79,082 | $17.6B | 0.51% | |
| 30 | CATCATERPILLAR INC | 44,619 | $17.3B | 0.50% | |
| 31 | IVVISHARES TR | 25,860 | $16.1B | 0.46% | |
| 32 | DUKDUKE ENERGY CORP NEW | 135,282 | $16.0B | 0.46% | |
| 33 | CVXCHEVRON CORP NEW | 111,126 | $15.9B | 0.46% | |
| 34 | MAMASTERCARD INCORPORATED | 28,202 | $15.8B | 0.46% | |
| 35 | JNJJOHNSON & JOHNSON | 93,898 | $14.3B | 0.41% | |
| 36 | 4I1PHILIP MORRIS INTL INC | 77,146 | $14.1B | 0.41% | |
| 37 | FTGSFIRST TR EXCHANGE-TRADED FD | 401,875 | $13.7B | 0.40% | |
| 38 | VTIVANGUARD INDEX FDS | 45,115 | $13.7B | 0.40% | |
| 39 | ORCLORACLE CORP | 62,707 | $13.7B | 0.40% | |
| 40 | VSTVISTRA CORP | 70,533 | $13.7B | 0.39% | |
| 41 | SPYMSPDR SERIES TRUST | 184,594 | $13.4B | 0.39% | |
| 42 | TFCTRUIST FINL CORP | 299,902 | $12.9B | 0.37% | |
| 43 | CRMSALESFORCE INC | 44,417 | $12.1B | 0.35% | |
| 44 | PHPARKER-HANNIFIN CORP | 17,294 | $12.1B | 0.35% | |
| 45 | MITKMITEK SYS INC | 1,218,700 | $12.1B | 0.35% | |
| 46 | LOWLOWES COS INC | 53,422 | $11.9B | 0.34% | |
| 47 | WMWASTE MGMT INC DEL | 51,779 | $11.8B | 0.34% | |
| 48 | SPGSIMON PPTY GROUP INC NEW | 72,841 | $11.7B | 0.34% | |
| 49 | LMTLOCKHEED MARTIN CORP | 24,941 | $11.6B | 0.33% | |
| 50 | ANETARISTA NETWORKS INC | 111,743 | $11.4B | 0.33% | |
| 51 | SOSOUTHERN CO | 124,108 | $11.4B | 0.33% | |
| 52 | AXPAMERICAN EXPRESS CO | 35,003 | $11.2B | 0.32% | |
| 53 | PEPPEPSICO INC | 84,033 | $11.1B | 0.32% | |
| 54 | BACBANK AMERICA CORP | 223,199 | $10.6B | 0.30% | |
| 55 | TMUST-MOBILE US INC | 44,021 | $10.5B | 0.30% | |
| 56 | NOWSERVICENOW INC | 9,624 | $9.9B | 0.29% | |
| 57 | BXBLACKSTONE INC | 63,888 | $9.6B | 0.28% | |
| 58 | ABTABBOTT LABS | 69,296 | $9.4B | 0.27% | |
| 59 | PANWPALO ALTO NETWORKS INC | 45,615 | $9.3B | 0.27% | |
| 60 | SPOTSPOTIFY TECHNOLOGY S A | 12,042 | $9.2B | 0.27% | |
| 61 | VRTVERTIV HOLDINGS CO | 71,591 | $9.2B | 0.27% | |
| 62 | CBCHUBB LIMITED | 31,540 | $9.1B | 0.26% | |
| 63 | BACVERIZON COMMUNICATIONS INC | 210,425 | $9.1B | 0.26% | |
| 64 | CRWDCROWDSTRIKE HLDGS INC | 17,280 | $8.8B | 0.25% | |
| 65 | AMGNAMGEN INC | 31,445 | $8.8B | 0.25% | |
| 66 | ADBEADOBE INC | 22,467 | $8.7B | 0.25% | |
| 67 | HONHONEYWELL INTL INC | 37,250 | $8.7B | 0.25% | |
| 68 | SMCISUPER MICRO COMPUTER INC | 174,779 | $8.6B | 0.25% | |
| 69 | TRVTRAVELERS COMPANIES INC | 31,983 | $8.6B | 0.25% | |
| 70 | NEENEXTERA ENERGY INC | 121,171 | $8.4B | 0.24% | |
| 71 | PGRPROGRESSIVE CORP | 31,254 | $8.3B | 0.24% | |
| 72 | UNPUNION PAC CORP | 35,964 | $8.3B | 0.24% | |
| 73 | INTUINTUIT | 10,158 | $8.0B | 0.23% | |
| 74 | LINLINDE PLC | 16,992 | $8.0B | 0.23% | |
| 75 | TAT&T INC | 271,729 | $7.9B | 0.23% | |
| 76 | UNHUNITEDHEALTH GROUP INC | 24,951 | $7.8B | 0.22% | |
| 77 | GEGE AEROSPACE | 30,007 | $7.7B | 0.22% | |
| 78 | MUMICRON TECHNOLOGY INC | 62,637 | $7.7B | 0.22% | |
| 79 | SEZLSEZZLE INC | 42,816 | $7.7B | 0.22% | |
| 80 | CSCOCISCO SYS INC | 109,812 | $7.6B | 0.22% | |
| 81 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 33,612 | $7.6B | 0.22% | |
| 82 | MOALTRIA GROUP INC | 126,724 | $7.4B | 0.21% | |
| 83 | ISRGINTUITIVE SURGICAL INC | 13,627 | $7.4B | 0.21% | |
| 84 | DISDISNEY WALT CO | 58,703 | $7.3B | 0.21% | |
| 85 | QCOMQUALCOMM INC | 45,387 | $7.2B | 0.21% | |
| 86 | COPCONOCOPHILLIPS | 79,572 | $7.1B | 0.21% | |
| 87 | TRVCCITIGROUP INC | 82,172 | $7.0B | 0.20% | |
| 88 | GEVGE VERNOVA INC | 12,850 | $6.8B | 0.20% | |
| 89 | RTXRTX CORPORATION | 45,531 | $6.6B | 0.19% | |
| 90 | HSYHERSHEY CO | 39,965 | $6.6B | 0.19% | |
| 91 | WFCWELLS FARGO CO NEW | 80,212 | $6.4B | 0.19% | |
| 92 | GDGENERAL DYNAMICS CORP | 21,830 | $6.4B | 0.18% | |
| 93 | ACNACCENTURE PLC IRELAND | 21,139 | $6.3B | 0.18% | |
| 94 | SPGIS&P GLOBAL INC | 11,834 | $6.2B | 0.18% | |
| 95 | URIUNITED RENTALS INC | 8,161 | $6.1B | 0.18% | |
| 96 | MRKMERCK & CO INC | 76,974 | $6.1B | 0.18% | |
| 97 | AGGISHARES TR | 61,158 | $6.1B | 0.17% | |
| 98 | GSGOLDMAN SACHS GROUP INC | 8,570 | $6.1B | 0.17% | |
| 99 | DEDEERE & CO | 11,628 | $5.9B | 0.17% | |
| 100 | UBERUBER TECHNOLOGIES INC | 63,355 | $5.9B | 0.17% |
Page 1 of 9Next