Independent Advisor Alliance
Q1 2025 13F Holdings
- Locationcharlotte, NC
- Num holdings
813
- Value ($000)
$3,027,975
- Date Filed05/12/2025
- Form type13F-HR
- CIK0001696899
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $213.33M | 7 % | 960,370 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $183.39M | 6 % | 1,692,087 | ||
ABCB AMERIS BANCORP | COM | 03076K108 | $143.37M | 5 % | 2,490,408 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $121.45M | 4 % | 323,518 | ||
AMZN AMAZON COM INC | COM | 023135106 | $113.28M | 4 % | 595,371 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $51.69M | 2 % | 97,063 | ||
META META PLATFORMS INC | CL A | 30303M102 | $49.49M | 2 % | 85,862 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $45.47M | 2 % | 185,379 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $42.55M | 1 % | 275,125 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $41.53M | 1 % | 265,812 |
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