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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PLAINS ALL AMERICAN PIPELINE LP
Shares:69.6K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$641.8M)
TEXAS INSTRUMENTS INC
Shares:7.7K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$641.8M)
464287804
Shares:13.1K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$641.8M)
808524797
Shares:48.5K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$641.8M)
808524102
Shares:62.3K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$641.8M)
GREAT SOUTHERN BANCORP, INC.
Shares:24.2K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$641.8M)
RTX Corp
Shares:10.0K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$641.8M)
UNION PACIFIC CORP
Shares:5.6K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$641.8M)
922908736
Shares:3.5K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$641.8M)
REPUBLIC SERVICES, INC.
Shares:5.4K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$641.8M)
Stride, Inc.
Shares:10.3K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$641.8M)
ALTRIA GROUP, INC.
Shares:21.5K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$641.8M)
VERIZON COMMUNICATIONS INC
Shares:28.3K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$641.8M)
NEXTERA ENERGY INC
Shares:17.8K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$641.8M)
CINTAS CORP
Shares:6.1K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$641.8M)
INTUIT INC.
Shares:2.0K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$641.8M)
33939L761
Shares:25.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$641.8M)
CONOCOPHILLIPS
Shares:11.8K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$641.8M)
COCA COLA CO
Shares:17.0K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$641.8M)
GILEAD SCIENCES, INC.
Shares:10.7K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$641.8M)