Fund Holdings — Independent Advisor Alliance

Total Portfolio Value
$3.47B
Total Bought
$500.93M
Total Sold
$302.96M
Net Transaction
+$197.97M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)1,692,0871,792,266+100,179183,388283,1608.16%+99,772
MICROSOFT CORP(MSFT)323,518315,162-8,356121,445156,7644.52%+35,319
BROADCOM INC(AVGO)205,115204,798-31734,34256,4531.63%+22,110
AMERIS BANCORP(ABCB)2,490,4082,490,490+82143,373161,1354.65%+17,762
AMAZON COM INC(AMZN)595,371596,496+1,125113,275130,8653.77%+17,590
META PLATFORMS INC(META)85,86288,902+3,04049,48765,6181.89%+16,130
NETFLIX INC(NFLX)26,72029,081+2,36124,91738,9441.12%+14,027
ADVANCED MICRO DEVICES INC(AMD)292,200295,401+3,20130,02141,9171.21%+11,897
ISHARES TR7,80025,860+18,0604,38316,0560.46%+11,673
PALANTIR TECHNOLOGIES INC(PLTR)96,734143,724+46,9908,16419,5920.56%+11,428
TESLA INC(TSLA)114,143127,206+13,06329,58140,4081.17%+10,827
BERKSHIRE HATHAWAY INC DEL97,063121,179+24,11651,69458,8651.70%+7,171
FIRST TR EXCHANGE-TRADED FD237,615401,875+164,2607,06913,7400.40%+6,671
MICROSTRATEGY INC(MSTR)58,10856,826-1,28216,75122,9710.66%+6,220
ALPHABET INC(GOOG)265,812268,746+2,93441,52847,6731.37%+6,145
ALPHABET INC(GOOG)275,125276,272+1,14742,54548,6871.40%+6,142
SEZZLE INC(SEZL)50,10642,816-7,2901,7487,6750.22%+5,927
VISTRA CORP(VST)66,31470,533+4,2197,78813,6700.39%+5,882
SPDR SERIES TRUST
ST STR P500ETF
119,368184,594+65,2267,85013,4180.39%+5,569
ORACLE CORP(ORCL)59,51962,707+3,1888,32113,7100.40%+5,388
JPMORGAN CHASE & CO.(JPM)185,379173,617-11,76245,47450,3331.45%+4,860
GE VERNOVA INC(GEV)9,33812,850+3,5122,8516,8000.20%+3,949
VERTIV HOLDINGS CO(VRT)73,64171,591-2,0505,3179,1930.27%+3,876
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
016,192+16,19203,6770.11%+3,677
SPDR GOLD TR(GLD)102,688108,816+6,12829,58833,1700.96%+3,582
EXELIXIS INC(EXEL)077,373+77,37303,4100.10%+3,410
SPOTIFY TECHNOLOGY S A(SPOT)10,61512,042+1,4275,8399,2400.27%+3,402
CARVANA CO(CVNA)1,63910,933+9,2943433,6840.11%+3,341
INTERNATIONAL BUSINESS MACHS(IBM)71,26371,425+16217,72021,0550.61%+3,334
ARISTA NETWORKS INC(ANET)104,925111,743+6,8188,13011,4320.33%+3,303
VANGUARD INDEX FDS37,88945,115+7,22610,41313,7120.40%+3,298
EMBRAER S.A.(EMBJ)056,888+56,88803,2380.09%+3,238
COMFORT SYS USA INC(FIX)05,863+5,86303,1440.09%+3,144
VANGUARD WHITEHALL FDS1,99625,413+23,4172573,3880.10%+3,130
CROWDSTRIKE HLDGS INC(CRWD)16,12217,280+1,1585,6848,8010.25%+3,117
TAIWAN SEMICONDUCTOR MFG LTD(TSM)27,81433,612+5,7984,6177,6130.22%+2,996
CELESTICA INC(CLS)35,28335,966+6832,7815,6150.16%+2,834
CONSTELLATION ENERGY CORP(CEG)11,30115,729+4,4282,2795,0770.15%+2,798
UBER TECHNOLOGIES INC(UBER)43,20263,355+20,1533,1485,9110.17%+2,763
ELBIT SYS LTD(ESLT)05,981+5,98102,6880.08%+2,688
HIMS & HERS HEALTH INC(HIMS)052,721+52,72102,6280.08%+2,628
WALMART INC(WMT)334,211326,446-7,76529,34031,9200.92%+2,580
FRANCO NEV CORP(FNV)4,18819,650+15,4626603,2210.09%+2,561
BRINKER INTL INC(EAT)013,731+13,73102,4760.07%+2,476
POWER SOLUTIONS INTL INC(PSIX)42,94054,545+11,6051,0863,5280.10%+2,442
BOSTON SCIENTIFIC CORP(BSX)14,89036,360+21,4701,5023,9050.11%+2,403
ROBINHOOD MKTS INC(HOOD)9,81229,762+19,9504082,7870.08%+2,378
FIRST TR EXCHANGE TRADED FD
ENERGY ALPHADX
0156,601+156,60102,3770.07%+2,377
MICRON TECHNOLOGY INC(MU)61,63262,637+1,0055,3557,7200.22%+2,365
SERVICENOW INC(NOW)9,4929,624+1327,5579,8940.29%+2,337
ARGAN INC23,43224,425+9933,0745,3850.16%+2,312
WISDOMTREE TR(WT)046,318+46,31802,1560.06%+2,156
CLOUDFLARE INC(NET)27,13126,544-5873,0575,1980.15%+2,141
CATERPILLAR INC(CAT)46,04644,619-1,42715,18617,3220.50%+2,136
INTUIT(INTU)9,57110,158+5875,8778,0010.23%+2,124
GOLDMAN SACHS GROUP INC(GS)7,2548,570+1,3163,9636,0650.17%+2,103
QUANTA SVCS INC10,95812,695+1,7372,7854,8000.14%+2,014
GE AEROSPACE(GE)28,62730,007+1,3805,7307,7230.22%+1,994
ISHARES TR
FLTG RATE NT ETF
037,390+37,39001,9080.06%+1,908
VANECK ETF TRUST
SEMICONDUCTR ETF
06,840+6,84001,9070.05%+1,907
PARKER-HANNIFIN CORP(PH)16,76617,294+52810,19112,0790.35%+1,888
PALO ALTO NETWORKS INC(PANW)43,84645,615+1,7697,4829,3350.27%+1,853
SELECT SECTOR SPDR TR
ST STR TECHN ETF
07,212+7,21201,8260.05%+1,826
ISHARES TR040,736+40,73601,8030.05%+1,803
HOWMET AEROSPACE INC(HWM)29,09229,907+8153,7745,5670.16%+1,793
SPDR INDEX SHS FDS
ST STR PO EX ETF
112,700144,805+32,1054,1035,8630.17%+1,760
ARGENX SE(ARGX)4,4777,986+3,5092,6504,4020.13%+1,752
SUPER MICRO COMPUTER INC(SMCI)203,158174,779-28,3796,9568,5660.25%+1,610
SPDR S&P 500 ETF TR(SPY)7,2179,139+1,9224,0375,6460.16%+1,609
CAPITAL CITY BK GROUP INC(CCBG)040,721+40,72101,6020.05%+1,602
SPDR SERIES TRUST
ST NUVE TERM ETF
033,185+33,18501,5870.05%+1,587
GLOBAL X FDS
RUSSELL 2000
40,802142,306+101,5046162,1220.06%+1,506
CARPENTER TECHNOLOGY CORP(CRS)1,9466,631+4,6853531,8330.05%+1,480
JOHNSON CTLS INTL PLC
SHS
10,35721,840+11,4838302,3070.07%+1,477
COINBASE GLOBAL INC(COIN)8,0048,104+1001,3782,8400.08%+1,462
COMCAST CORP NEW(CCZ)74,725117,725+43,0002,7574,2020.12%+1,444
ISHARES TR07,618+7,61801,4370.04%+1,437
HESAI GROUP(HSAI)195,290195,516+2262,8904,2920.12%+1,401
HERSHEY CO(HSY)30,65239,965+9,3135,2426,6320.19%+1,390
AMPLIFY ETF TR016,000+16,00001,3820.04%+1,382
ROYAL CARIBBEAN GROUP
COM
12,96312,819-1442,6634,0140.12%+1,351
CINTAS CORP(CTAS)79,37879,082-29616,31517,6250.51%+1,310
DISNEY WALT CO(DIS)60,49358,703-1,7905,9717,2800.21%+1,309
PHILIP MORRIS INTL INC(PM)80,32977,146-3,18312,75114,0510.41%+1,300
VANGUARD STAR FDS57,67270,593+12,9213,5814,8770.14%+1,296
VANGUARD MUN BD FDS14,66840,896+26,2287282,0050.06%+1,277
AMPHENOL CORP NEW7,18017,520+10,3404711,7300.05%+1,259
SPORTRADAR GROUP AG(SRAD)043,903+43,90301,2330.04%+1,233
ISHARES TR5,91619,083+13,1674841,7060.05%+1,222
JABIL INC(JBL)3,1157,448+4,3334241,6240.05%+1,201
APPLIED MATLS INC22,58124,453+1,8723,2774,4770.13%+1,200
BOOKING HOLDINGS INC(BKNG)921939+184,2455,4390.16%+1,194
BWX TECHNOLOGIES INC(BWXT)28,18027,527-6532,7803,9660.11%+1,186
AXON ENTERPRISE INC(AXON)3,2723,474+2021,7212,8760.08%+1,155
ETF SER SOLUTIONS
APTUS COLLRD INV
027,787+27,78701,1500.03%+1,150
CISCO SYS INC(CSCO)105,026109,812+4,7866,4817,6190.22%+1,138
ASML HOLDING N V
N Y REGISTRY SHS
4,4195,061+6422,9284,0560.12%+1,127
SKYWARD SPECIALTY INS GROUP(SKWD)019,379+19,37901,1200.03%+1,120
BANK AMERICA CORP226,835223,199-3,6369,46610,5620.30%+1,096
VANGUARD INDEX FDS01,917+1,91701,0890.03%+1,089
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Independent Advisor Alliance — 13F Holdings — Q2 2025 | TickerTrail