Independent Advisor Alliance Q3 2023 Filing
Filed October 24, 2023
Portfolio Value
$2.2T
Holdings
650
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (650 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $158.1M |
MSFTMICROSOFT CORP | $96.4M |
ABCBAMERIS BANCORP | $88.8M |
VTIVANGUARD INDEX FDS | $86.6M |
AMZNAMAZON COM INC | $67.6M |
NVDANVIDIA CORPORATION | $42.8M |
VTEBVANGUARD MUN BD FDS | $34.5M |
GOOGLALPHABET INC | $33.2M |
HDHOME DEPOT INC | $32.6M |
GOOGALPHABET INC | $31.2M |
AMDADVANCED MICRO DEVICES INC | $30.4M |
KOCOCA COLA CO | $30.3M |
VXUSVANGUARD STAR FDS | $28.4M |
TSLATESLA INC | $28.0M |
JPMJPMORGAN CHASE & CO | $27.0M |
CVXCHEVRON CORP NEW | $25.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $24.7M |
XOMEXXON MOBIL CORP | $24.4M |
JNJJOHNSON & JOHNSON | $23.6M |
VOOVANGUARD INDEX FDS | $23.5M |
MCDMCDONALDS CORP | $21.5M |
PGPROCTER AND GAMBLE CO | $20.6M |
MITKMITEK SYS INC | $19.3M |
ABBVABBVIE INC | $18.0M |
PEPPEPSICO INC | $17.7M |
COSTCOSTCO WHSL CORP NEW | $17.5M |
VEUVANGUARD INTL EQUITY INDEX F | $17.4M |
METAMETA PLATFORMS INC | $17.1M |
LLYELI LILLY & CO | $17.0M |
VVISA INC | $16.8M |
WMTWALMART INC | $16.5M |
UNHUNITEDHEALTH GROUP INC | $15.9M |
CATCATERPILLAR INC | $15.9M |
AVGOBROADCOM INC | $13.2M |
GQ9SPDR GOLD TR | $12.7M |
VEAVANGUARD TAX-MANAGED FDS | $12.0M |
ANETEURARISTA NETWORKS INC | $11.9M |
LOWLOWES COS INC | $11.4M |
CBCHUBB LIMITED | $10.9M |
DUKDUKE ENERGY CORP NEW | $10.7M |
UPSUNITED PARCEL SERVICE INC | $10.6M |
COPCONOCOPHILLIPS | $10.4M |
HSYHERSHEY CO | $10.3M |
ITWILLINOIS TOOL WKS INC | $10.0M |
LMTLOCKHEED MARTIN CORP | $9.9M |
BACBANK AMERICA CORP | $9.8M |
CITCINTAS CORP | $9.7M |
MAMASTERCARD INCORPORATED | $9.4M |
HONHONEYWELL INTL INC | $9.4M |
ACNACCENTURE PLC IRELAND | $9.0M |
NFLXNETFLIX INC | $8.7M |
UNPUNION PAC CORP | $8.4M |
WMWASTE MGMT INC DEL | $8.3M |
TRVTRAVELERS COMPANIES INC | $8.3M |
SOSOUTHERN CO | $8.2M |
MRKMERCK & CO INC | $7.8M |
BXBLACKSTONE INC | $7.7M |
ABTABBOTT LABS | $7.3M |
EXPDEXPEDITORS INTL WASH INC | $7.2M |
LINLINDE PLC | $7.1M |
SPGSIMON PPTY GROUP INC NEW | $7.1M |
IBMINTERNATIONAL BUSINESS MACHS | $6.8M |
ADBEADOBE INC | $6.6M |
BRBROADRIDGE FINL SOLUTIONS IN | $6.5M |
NEENEXTERA ENERGY INC | $6.3M |
LHXL3HARRIS TECHNOLOGIES INC | $6.2M |
AMGNAMGEN INC | $6.1M |
CRMSALESFORCE INC | $6.1M |
IEXIDEX CORP | $5.9M |
PHPARKER-HANNIFIN CORP | $5.8M |
PFEPFIZER INC | $5.8M |
BACVERIZON COMMUNICATIONS INC | $5.8M |
MOALTRIA GROUP INC | $5.7M |
NVONOVO-NORDISK A S | $5.4M |
4I1PHILIP MORRIS INTL INC | $5.3M |
LMBSFIRST TR EXCHANGE-TRADED FD | $5.3M |
PANWPALO ALTO NETWORKS INC | $5.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $5.3M |
TFCTRUIST FINL CORP | $5.2M |
BABOEING CO | $5.2M |
VXFVANGUARD INDEX FDS | $5.1M |
AXPAMERICAN EXPRESS CO | $5.0M |
MDLZMONDELEZ INTL INC | $5.0M |
SGOVISHARES TR | $4.9M |
DISDISNEY WALT CO | $4.7M |
FSKFS KKR CAP CORP | $4.7M |
CVSCVS HEALTH CORP | $4.5M |
GDGENERAL DYNAMICS CORP | $4.5M |
OXYOCCIDENTAL PETE CORP | $4.5M |
RSPINVESCO EXCHANGE TRADED FD T | $4.5M |
CSCOCISCO SYS INC | $4.5M |
SPGIS&P GLOBAL INC | $4.4M |
MDTMEDTRONIC PLC | $4.4M |
TMUST-MOBILE US INC | $4.4M |
QCOMQUALCOMM INC | $4.3M |
APDAIR PRODS & CHEMS INC | $4.3M |
INTUINTUIT | $4.2M |
CSXCSX CORP | $4.2M |
NKENIKE INC | $4.2M |
SEVNSEVEN HILLS REALTY TRUST | $4.1M |
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