Independent Advisor Alliance Q4 2025 Filing

Filed February 4, 2026

Portfolio Value

$4.1T

Holdings

999

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (999 positions)

StockValue
NVDANVIDIA CORPORATION
$417.8M
AAPLAPPLE INC
$252.3M
ABCBAMERIS BANCORP
$185.0M
MSFTMICROSOFT CORP
$163.2M
AMZNAMAZON COM INC
$137.5M
GOOGALPHABET INC
$88.9M
GOOGLALPHABET INC
$87.6M
GQ9SPDR GOLD TR
$80.4M
AVGOBROADCOM INC
$71.1M
METAMETA PLATFORMS INC
$64.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$63.8M
AMDADVANCED MICRO DEVICES INC
$63.6M
JPMJPMORGAN CHASE & CO.
$55.7M
TSLATESLA INC
$52.4M
LLYELI LILLY & CO
$47.1M
WMTWALMART INC
$36.8M
HDHOME DEPOT INC
$36.2M
XOMEXXON MOBIL CORP
$34.4M
VVISA INC
$30.7M
CATCATERPILLAR INC
$28.4M
NFLXNETFLIX INC
$27.7M
ABBVABBVIE INC
$25.8M
KOCOCA COLA CO
$22.9M
SPYMSPDR SERIES TRUST
$22.5M
COSTCOSTCO WHSL CORP NEW
$22.5M
PLTRPALANTIR TECHNOLOGIES INC
$22.1M
IBMINTERNATIONAL BUSINESS MACHS
$20.8M
JNJJOHNSON & JOHNSON
$20.8M
IVVISHARES TR
$19.6M
PGPROCTER AND GAMBLE CO
$18.6M
MCDMCDONALDS CORP
$18.0M
FTGSFIRST TR EXCHANGE-TRADED FD
$16.3M
MAMASTERCARD INCORPORATED
$16.1M
DUKDUKE ENERGY CORP NEW
$16.1M
TFCTRUIST FINL CORP
$16.1M
VTIVANGUARD INDEX FDS
$15.6M
CVXCHEVRON CORP NEW
$14.6M
LOWLOWES COS INC
$14.5M
SPGSIMON PPTY GROUP INC NEW
$14.0M
ORCLORACLE CORP
$13.7M
SOSOUTHERN CO
$12.9M
MITKMITEK SYS INC
$12.9M
BACBANK AMERICA CORP
$12.6M
ANETARISTA NETWORKS INC
$12.3M
CITCINTAS CORP
$12.1M
MUMICRON TECHNOLOGY INC
$11.7M
AMGNAMGEN INC
$11.6M
4I1PHILIP MORRIS INTL INC
$11.5M
LMTLOCKHEED MARTIN CORP
$11.2M
RTXRTX CORPORATION
$11.0M
SLVISHARES SILVER TR
$11.0M
AXPAMERICAN EXPRESS CO
$11.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$10.7M
UNHUNITEDHEALTH GROUP INC
$10.6M
PHPARKER-HANNIFIN CORP
$10.5M
MRKMERCK & CO INC
$10.4M
VRTVERTIV HOLDINGS CO
$10.2M
SPYSPDR S&P 500 ETF TR
$10.1M
PEPPEPSICO INC
$10.1M
BXBLACKSTONE INC
$9.7M
WMWASTE MGMT INC DEL
$9.6M
PANWPALO ALTO NETWORKS INC
$9.6M
CRMSALESFORCE INC
$9.4M
CLSCELESTICA INC
$9.4M
GEGE AEROSPACE
$9.2M
BACVERIZON COMMUNICATIONS INC
$9.1M
GEVGE VERNOVA INC
$9.0M
CBCHUBB LIMITED
$9.0M
ABTABBOTT LABS
$8.7M
TRVCCITIGROUP INC
$8.7M
UNPUNION PAC CORP
$8.6M
SPDWSPDR INDEX SHS FDS
$8.3M
GSGOLDMAN SACHS GROUP INC
$8.3M
ASMLASML HOLDING N V
$8.3M
IAU*ISHARES GOLD TR
$8.3M
WFCWELLS FARGO CO NEW
$8.1M
TRVTRAVELERS COMPANIES INC
$7.9M
QCOMQUALCOMM INC
$7.9M
HSYHERSHEY CO
$7.8M
NOWSERVICENOW INC
$7.7M
PWRQUANTA SVCS INC
$7.7M
TMUST-MOBILE US INC
$7.7M
CSCOCISCO SYS INC
$7.7M
BEBLOOM ENERGY CORP
$7.6M
CRWDCROWDSTRIKE HLDGS INC
$7.6M
NEENEXTERA ENERGY INC
$7.6M
ADIANALOG DEVICES INC
$7.5M
LRCXLAM RESEARCH CORP
$7.5M
URIUNITED RENTALS INC
$7.3M
ARGXARGENX SE
$7.3M
MOALTRIA GROUP INC
$7.2M
MIGASTRATEGY INC
$7.1M
COPCONOCOPHILLIPS
$7.1M
TAT&T INC
$7.1M
DISDISNEY WALT CO
$7.1M
ISRGINTUITIVE SURGICAL INC
$7.1M
CEGCONSTELLATION ENERGY CORP
$7.0M
SPGIS&P GLOBAL INC
$7.0M
DWDMORGAN STANLEY
$6.9M
MDTMEDTRONIC PLC
$6.8M
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