Independent Advisor Alliance
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationcharlotte, NC
- CIK0001696899
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,347 | $7.55B | AAPL, NVDA, KRE, ABCB | 13F-HR | Feb 7, 2025 | 000106299325001857 | ||
704 | $2.75B | AAPL, ABCB, NVDA, MSFT | 13F-HR | Nov 13, 2024 | 000106299324018955 | ||
702 | $2.92B | AAPL, NVDA, MSFT, ABCB | 13F-HR | Aug 12, 2024 | 000106299324014861 | ||
702 | $2.77B | AAPL, MSFT, ABCB, VTI | 13F-HR | May 8, 2024 | 000106299324009607 | ||
678 | $2.78B | VTI, AAPL, ABCB, MSFT | 13F-HR | Feb 8, 2024 | 000106299324002591 | ||
650 | $2.21B | AAPL, MSFT, ABCB, VTI | 13F-HR | Oct 24, 2023 | 000106299323019646 | ||
667 | $2.27B | AAPL, MSFT, VTI, ABCB | 13F-HR | Jul 28, 2023 | 000106299323015432 | ||
669 | $2.07B | AAPL, MSFT, VTI, ABCB | 13F-HR | May 12, 2023 | 000106299323010900 | ||
421 | $291.02M | VTI, VANGUARD MUN BD FDS, VANGUARD STAR FDS, VOO | 13F-HR | Feb 13, 2023 | 000106299323002835 | ||
625 | $1.71B | AAPL, MSFT, AMZN, VTI | 13F-HR | Nov 4, 2022 | 000106299322021561 | ||
619 | $1.79B | AAPL, MSFT, AMZN, GOOGL | 13F-HR | Aug 4, 2022 | 000106299322017239 | ||
662 | $2.08B | AAPL, MSFT, AMZN, GOOGL | 13F-HR | May 6, 2022 | 000106299322011733 | ||
675 | $2.03B | AAPL, MSFT, AMZN, GOOGL | 13F-HR | Feb 11, 2022 | 000106299322003581 | ||
633 | $1.80B | AAPL, AMZN, MSFT, GOOGL | 13F-HR | Nov 1, 2021 | 000106299321010058 | ||
618 | $1.82B | AAPL, AMZN, MSFT, GOOGL | 13F-HR | Aug 12, 2021 | 000106299321007403 | ||
589 | $1.69B | AAPL, AMZN, MSFT, GOOGL | 13F-HR | May 14, 2021 | 000106299321004590 | ||
591 | $1.47B | AAPL, AMZN, MSFT, GOOGL | 13F-HR | Feb 11, 2021 | 000106299321001256 | ||
491 | $1.32B | AAPL, AMZN, MSFT, HD | 13F-HR | Nov 4, 2020 | 000106299320005374 | ||
493 | $934.64M | AAPL, AMZN, MSFT, PG | 13F-HR | Aug 6, 2020 | 000106299320003735 | ||
431 | $687.30M | AAPL, AMZN, MSFT, PG | 13F-HR | May 14, 2020 | 000106299320002375 | ||
889 | $2.29B | IVV, USMV, AAPL, NDQ | 13F-HR | Feb 7, 2020 | 000106299320000496 | ||
454 | $818.83M | AAPL, AMZN, MSFT, PG | 13F-HR | Nov 12, 2019 | 000106299319004274 | ||
433 | $691.07M | AAPL, AMZN, MSFT, V | 13F-HR | Aug 12, 2019 | 000106299319003312 | ||
441 | $711.14M | AAPL, AMZN, MSFT, PG | 13F-HR | May 7, 2019 | 000106299319002024 | ||
398 | $564.82M | AAPL, AMZN, MSFT, V | 13F-HR | Feb 12, 2019 | 000106299319000693 | ||
388 | $555.39M | AMZN, AAPL, MSFT, V | 13F-HR | Nov 13, 2018 | 000106299318004534 | ||
359 | $480.63M | AAPL, AMZN, MSFT, META | 13F-HR | Aug 8, 2018 | 000106299318003198 | ||
348 | $448.65M | AAPL, AMZN, MSFT, META | 13F-HR | May 15, 2018 | 000106299318002225 | ||
328 | $447.64M | AAPL, AMZN, META, MSFT | 13F-HR | Feb 14, 2018 | 000106299318000830 | ||
267 | $363.80M | AAPL, AMZN, META, MO | 13F-HR | Nov 15, 2017 | 000106299317004980 | ||
246 | $313.99M | AAPL, AMZN, META, MO | 13F-HR | Aug 14, 2017 | 000106299317003813 | ||
398 | $631.03M | VTI, AAPL, AGG, QQQ | 13F-HR | May 9, 2017 | 000106299317002303 | ||
182 | $233.28M | AAPL, MO, PM, META | RESTATEMENT | May 19, 2017 | 000106299317002631 |