Independent Advisor Alliance

Q4 2024 13F Holdings

  • Location
    charlotte, NC
  • Num holdings

    1,347

  • Value ($000)

    $7,550,451

  • Date Filed
    02/07/2025
  • Form type
    13F-HR
  • CIK
    0001696899
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$238.43M
3 %

952,107

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$212.22M
3 %

1,580,341

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$211.44M
3 %

3,066,946

ABCB
ABCB

AMERIS BANCORP

COM
03076K108
$155.82M
2 %

2,490,402

KRE
KRE

SPDR SER TR

PRTFLO S&P500 GW
78464A409
$140.47M
2 %

1,598,110

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$137.69M
2 %

654,262

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$137.41M
2 %

326,011

AMZN
AMZN

AMAZON COM INC

COM
023135106
$129.94M
2 %

592,295

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$128.53M
2 %

218,333

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$122.31M
2 %

208,689

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