Fund HoldingsIndependent Advisor Alliance

Total Portfolio Value
$2.75B
Total Bought
$188.27M
Total Sold
$503.86M
Net Transaction
-$315.59M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
AMERIS BANCORP(ABCB)2,533,5802,533,5800127,566158,0705.75%+30,504
APPLE INC(AAPL)920,737867,866-52,871193,926202,2137.36%+8,287
TESLA INC(TSLA)099,004+99,004025,9020.94%+25,902
SPDR GOLD TR(GLD)089,986+89,986021,8720.80%+21,872
HOME DEPOT INC(HD)0105,259+105,259042,6511.55%+42,651
VISTRA CORP(VST)11,50151,209+39,7089896,0700.22%+5,081
COCA COLA CO(KO)0534,625+534,625038,4181.40%+38,418
AFLAC INC(AFL)039,393+39,39304,4040.16%+4,404
DECKERS OUTDOOR CORP(DECK)026,160+26,16004,1710.15%+4,171
AT&T INC(T)0181,872+181,87204,0010.15%+4,001
POWELL INDS INC(POWL)016,621+16,62103,6900.13%+3,690
BERKSHIRE HATHAWAY INC DEL82,16780,101-2,06633,42536,8671.34%+3,442
VERTIV HOLDINGS CO(VRT)40,31767,743+27,4263,4906,7400.25%+3,250
BROADCOM INC(AVGO)18,178187,592+169,41429,18532,3601.18%+3,174
ABBVIE INC(ABBV)0116,337+116,337022,9740.84%+22,974
ALLSTATE CORP(ALL)020,498+20,49803,8880.14%+3,888
WALMART INC(WMT)329,512312,051-17,46122,31125,1980.92%+2,887
EATON CORP PLC(ETN)26,66433,861+7,1978,36111,2230.41%+2,862
META PLATFORMS INC(META)68,07364,908-3,16534,32437,1561.35%+2,832
LOWES COS INC(LOW)053,766+53,766014,5630.53%+14,563
MICROSTRATEGY INC(MSTR)2,98939,893+36,9044,1176,7260.24%+2,609
SPDR SER TR
ST STR P500ETF
113,467144,727+31,2607,2629,7710.36%+2,509
EXXON MOBIL CORP283,782299,874+16,09232,66935,1511.28%+2,482
RTX CORPORATION(RTX)049,916+49,91606,0480.22%+6,048
CINTAS CORP(CTAS)076,937+76,937015,8400.58%+15,840
HOWMET AEROSPACE INC(HWM)023,366+23,36602,3420.09%+2,342
UNITEDHEALTH GROUP INC(UNH)39,24638,179-1,06719,98722,3220.81%+2,336
INTERNATIONAL BUSINESS MACHS(IBM)054,637+54,637012,0790.44%+12,079
ABERCROMBIE & FITCH CO016,388+16,38802,2930.08%+2,293
CATERPILLAR INC(CAT)048,366+48,366018,9170.69%+18,917
SOUTHERN CO(SO)126,751134,194+7,4439,83212,1020.44%+2,270
CAVA GROUP INC(CAVA)025,455+25,45503,1530.11%+3,153
SCORPIO TANKERS INC(STNG)031,156+31,15602,2210.08%+2,221
TRUIST FINL CORP(TFC)0282,607+282,607012,0870.44%+12,087
CORNING INC(GLW)055,986+55,98602,5280.09%+2,528
WASTE MGMT INC DEL(WM)061,187+61,187012,7030.46%+12,703
FIRST TR VALUE LINE DIVID IN
SHS
0186,566+186,56608,4870.31%+8,487
DUKE ENERGY CORP NEW(DUK)0117,798+117,798013,5820.49%+13,582
PROCTER AND GAMBLE CO(PG)0136,050+136,050023,5640.86%+23,564
CHUBB LIMITED
COM
037,721+37,721010,8780.40%+10,878
UNITED RENTALS INC(URI)08,604+8,60406,9670.25%+6,967
PARKER-HANNIFIN CORP(PH)18,76217,641-1,1219,49011,1460.41%+1,655
ISHARES SILVER TR(SLV)0110,056+110,05603,1270.11%+3,127
NEXTERA ENERGY INC(NEE)127,747125,399-2,3489,04610,6000.39%+1,554
MEDTRONIC PLC(MDT)043,832+43,83203,9460.14%+3,946
3M CO(MMM)023,431+23,43103,2030.12%+3,203
EBAY INC.(EBAY)029,791+29,79101,9400.07%+1,940
SERVICENOW INC(NOW)5,8126,769+9574,5726,0540.22%+1,482
PROGRESSIVE CORP(PGR)24,79926,051+1,2525,1516,6110.24%+1,460
LOCKHEED MARTIN CORP(LMT)021,157+21,157012,3680.45%+12,368
GE AEROSPACE(GE)022,943+22,94304,3260.16%+4,326
BLACKSTONE INC(BX)062,540+62,54009,5770.35%+9,577
RYDER SYS INC(R)08,954+8,95401,3050.05%+1,305
MCDONALDS CORP(MCD)074,881+74,881022,8020.83%+22,802
AMERICAN EXPRESS CO(AXP)39,37038,320-1,0509,11610,3920.38%+1,276
T-MOBILE US INC(TMUS)37,95338,302+3496,6877,9040.29%+1,217
TE CONNECTIVITY PLC(TEL)07,889+7,88901,1910.04%+1,191
V F CORP(VFC)057,666+57,66601,1500.04%+1,150
SALESFORCE INC(CRM)035,103+35,10309,6080.35%+9,608
HP INC(HPQ)038,378+38,37801,3770.05%+1,377
PHILIP MORRIS INTL INC(PM)66,07564,113-1,9626,6957,7830.28%+1,088
GENERAL DYNAMICS CORP(GD)023,373+23,37307,0630.26%+7,063
AMER SOFTWARE INC426,663441,809+15,1463,8954,9440.18%+1,048
TRAVELERS COMPANIES INC(TRV)035,612+35,61208,3380.30%+8,338
ORACLE CORP(ORCL)37,41937,071-3485,2846,3170.23%+1,033
GREAT SOUTHN BANCORP INC(GSBC)024,862+24,86201,4250.05%+1,425
SCOTTS MIRACLE-GRO CO(SMG)011,305+11,30509800.04%+980
TARGA RES CORP(TRGP)06,599+6,59909770.04%+977
THERMO FISHER SCIENTIFIC INC(TMO)12,27712,523+2466,7897,7470.28%+958
SHERWIN WILLIAMS CO(SHW)011,894+11,89404,5390.17%+4,539
SPOTIFY TECHNOLOGY S A(SPOT)04,187+4,18701,5430.06%+1,543
ADVANCED DRAIN SYS INC DEL(WMS)05,975+5,97509390.03%+939
ARISTA NETWORKS INC027,588+27,588010,5890.39%+10,589
DOMINION ENERGY INC(D)067,464+67,46403,8990.14%+3,899
PFIZER INC(PFE)0234,455+234,45506,7850.25%+6,785
SIMON PPTY GROUP INC NEW(SPG)066,793+66,793011,2890.41%+11,289
UNION PAC CORP(UNP)033,054+33,05408,1470.30%+8,147
JACOBS SOLUTIONS INC(J)08,780+8,78001,1490.04%+1,149
PERMIAN BASIN RTY TR(PBT)070,403+70,40308370.03%+837
AMGEN INC(AMGN)26,22327,999+1,7768,1949,0220.33%+828
NETFLIX INC(NFLX)22,11622,166+5014,92615,7210.57%+796
JPMORGAN CHASE & CO.(JPM)0170,319+170,319035,9131.31%+35,913
AGNICO EAGLE MINES LTD(AEM)09,589+9,58907720.03%+772
EMCOR GROUP INC(EME)4,2035,252+1,0491,5342,2610.08%+727
ADVANCED MICRO DEVICES INC(AMD)0301,385+301,385049,4511.80%+49,451
TARGET CORP(TGT)035,249+35,24905,4940.20%+5,494
ACCENTURE PLC IRELAND
SHS CLASS A
028,227+28,22709,9780.36%+9,978
MASTERCARD INCORPORATED(MA)025,922+25,922012,8010.47%+12,801
PROLOGIS INC.(PLD)015,054+15,05401,9010.07%+1,901
ALTRIA GROUP INC(MO)145,088141,658-3,4306,6097,2300.26%+621
BROWN & BROWN INC(BRO)045,671+45,67104,7310.17%+4,731
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
0145,694+145,69407,1990.26%+7,199
TIDEWATER INC NEW(TDW)08,237+8,23705910.02%+591
TEXAS PACIFIC LAND CORPORATI(TPL)3,5773,627+502,6273,2090.12%+583
ABBOTT LABS069,318+69,31807,9030.29%+7,903
PULTE GROUP INC(PHM)08,133+8,13301,1670.04%+1,167
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
067,941+67,94104,6420.17%+4,642
TJX COS INC NEW(TJX)045,759+45,75905,3790.20%+5,379
ELDORADO GOLD CORP NEW(EGO)031,310+31,31005440.02%+544
KROGER CO(KR)034,100+34,10001,9540.07%+1,954
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