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
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%

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