Independent-Advisor-Alliance

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-12
Total Holdings
813
Total Value
641794998
Accession Number
0001062993-25-009080
Form Type
13F-HR
Manager Name
Independent-Advisor-Alliance
Data Enrichment
88% identified
714 identified99 unidentified

Holdings

813 positions • $641.8M total value
Manager:
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92206C102
Shares:28.9K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$641.8M)
TJX COMPANIES INC /DE/
Shares:13.7K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$641.8M)
ABBOTT LABORATORIES
Shares:12.5K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$641.8M)
46137V472
Shares:17.8K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$641.8M)
LOWES COMPANIES INC
Shares:6.9K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$641.8M)
DEERE & CO
Shares:3.4K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$641.8M)
MORGAN STANLEY
Shares:13.3K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$641.8M)
46137V613
Shares:37.7K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$641.8M)
MCDONALDS CORP
Shares:4.8K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$641.8M)
78464A409
Shares:18.8K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$641.8M)
90214Q733
Shares:91.1K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$641.8M)
Accenture plc
Shares:4.8K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$641.8M)
T-Mobile US, Inc.
Shares:5.6K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$641.8M)
Palantir Technologies Inc.
Shares:17.6K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$641.8M)
ServiceNow, Inc.
Shares:1.8K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$641.8M)
CITIGROUP INC
Shares:20.3K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$641.8M)
APPLIED MATERIALS INC /DE
Shares:9.8K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$641.8M)
Duke Energy CORP
Shares:11.6K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$641.8M)
78464A508
Shares:27.8K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$641.8M)
GENERAL ELECTRIC CO
Shares:7.1K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$641.8M)