Independent Advisor Alliance

Q2 2025 13F Holdings

  • Location
    charlotte, NC
  • Num holdings

    889

  • Value ($000)

    $3,468,059

  • Date Filed
    08/11/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$283.16M
8 %

1,792,266

AAPL
AAPL

APPLE INC

COM
037833100
$193.50M
6 %

943,130

ABCB
ABCB

AMERIS BANCORP

COM
03076K108
$161.13M
5 %

2,490,490

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$156.76M
5 %

315,162

AMZN
AMZN

AMAZON COM INC

COM
023135106
$130.87M
4 %

596,496

META
META

META PLATFORMS INC

CL A
30303M102
$65.62M
2 %

88,902

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$58.86M
2 %

121,179

AVGO
AVGO

BROADCOM INC

COM
11135F101
$56.45M
2 %

204,798

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$50.33M
2 %

173,617

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$48.69M
1 %

276,272

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