Fund Holdings — Independent Advisor Alliance

Total Portfolio Value
$3.85B
Total Bought
$466.46M
Total Sold
$287.97M
Net Transaction
+$178.49M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)1,792,2661,831,214+38,948283,160341,6688.88%+58,507
APPLE INC(AAPL)943,130919,771-23,359193,502234,2016.09%+40,699
AMERIS BANCORP(ABCB)2,490,4902,490,426-64161,135182,5734.74%+21,438
ALPHABET INC(GOOG)268,746282,317+13,57147,67368,7581.79%+21,086
ALPHABET INC(GOOG)276,272279,750+3,47848,68768,0071.77%+19,320
SPDR GOLD TR(GLD)108,816136,358+27,54233,17048,4711.26%+15,301
MICROSOFT CORP(MSFT)315,162330,434+15,272156,764171,1484.45%+14,384
BROADCOM INC(AVGO)204,798211,077+6,27956,45369,6371.81%+13,184
TESLA INC(TSLA)127,206117,793-9,41340,40852,3851.36%+11,977
FIRST TR EXCHANGE-TRADED FD13,627420,698+407,0717,40515,1070.39%+7,702
BLOOM ENERGY CORP084,748+84,74807,1670.19%+7,167
ORACLE CORP(ORCL)62,70773,486+10,77913,71020,6670.54%+6,957
ADVANCED MICRO DEVICES INC(AMD)295,401295,946+54541,91747,8811.24%+5,964
ABBVIE INC(ABBV)113,905116,871+2,96621,14327,0600.70%+5,917
JPMORGAN CHASE & CO.(JPM)173,617177,249+3,63250,33355,9101.45%+5,576
PALANTIR TECHNOLOGIES INC(PLTR)143,724136,522-7,20219,59224,9040.65%+5,312
TTM TECHNOLOGIES INC(TTMI)088,198+88,19805,0800.13%+5,080
CATERPILLAR INC(CAT)44,61946,710+2,09117,32222,2870.58%+4,966
JOHNSON & JOHNSON(JNJ)93,898100,495+6,59714,34318,6340.48%+4,291
SSR MINING IN(SSRM)0172,671+172,67104,2170.11%+4,217
ISHARES GOLD TR(IAU)23,33476,708+53,3741,4555,5820.15%+4,127
BERKSHIRE HATHAWAY INC DEL121,179125,254+4,07558,86562,9701.64%+4,105
NEBIUS GROUP N.V.(NBIS)14,77042,980+28,2108174,8250.13%+4,008
ARISTA NETWORKS INC(ANET)111,743103,542-8,20111,43215,0870.39%+3,655
RTX CORPORATION(RTX)45,53161,284+15,7536,64810,2550.27%+3,606
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
070,608+70,60803,3570.09%+3,357
HOME DEPOT INC(HD)109,681107,395-2,28640,21443,5161.13%+3,302
ISHARES TR34,41270,441+36,0293,0376,2950.16%+3,258
UNITEDHEALTH GROUP INC(UNH)24,95131,977+7,0267,78411,0420.29%+3,258
AMERICAN CENTY ETF TR076,888+76,88803,2350.08%+3,235
ISHARES TR25,86028,451+2,59116,05619,0430.49%+2,986
TENCENT MUSIC ENTMT GROUP(TME)0121,711+121,71102,8410.07%+2,841
SOUTHSTATE BK CORP028,291+28,29102,7970.07%+2,797
ISHARES SILVER TR(SLV)101,259143,877+42,6183,3226,0960.16%+2,774
WILLDAN GROUP INC(WLDN)027,492+27,49202,6580.07%+2,658
UNITED RENTALS INC(URI)8,1619,108+9476,1498,6950.23%+2,547
ASML HOLDING N V
N Y REGISTRY SHS
5,0616,692+1,6314,0566,4780.17%+2,422
SOUTHERN CO(SO)124,108145,410+21,30211,39713,7810.36%+2,384
CELESTICA INC(CLS)35,96632,162-3,8045,6157,9240.21%+2,309
LOWES COS INC(LOW)53,42256,349+2,92711,85314,1610.37%+2,308
SPDR S&P 500 ETF TR(SPY)9,13911,940+2,8015,6467,9540.21%+2,307
TAIWAN SEMICONDUCTOR MFG LTD(TSM)33,61235,449+1,8377,6139,9010.26%+2,288
LABCORP HOLDINGS INC(LH)4,54312,111+7,5681,1933,4770.09%+2,284
WALMART INC(WMT)326,446331,784+5,33831,92034,1940.89%+2,274
MEDTRONIC PLC(MDT)47,77567,103+19,3284,1656,3910.17%+2,226
TRUIST FINL CORP(TFC)299,902329,093+29,19112,89315,0460.39%+2,153
EBAY INC.(EBAY)5,21226,469+21,2573882,4070.06%+2,019
SPDR SERIES TRUST
ST STR P500ETF
184,594196,370+11,77613,41815,3840.40%+1,965
ARGENX SE(ARGX)7,9868,604+6184,4026,3460.16%+1,944
SIMON PPTY GROUP INC NEW(SPG)72,84172,316-52511,71013,5720.35%+1,862
GE VERNOVA INC(GEV)12,85014,076+1,2266,8008,6560.22%+1,856
POWER SOLUTIONS INTL INC(PSIX)54,54554,475-703,5285,3510.14%+1,823
ANALOG DEVICES INC(ADI)20,40627,132+6,7264,8576,6660.17%+1,809
GLOBAL PMTS INC(GPN)8,16829,446+21,2786542,4460.06%+1,793
COMFORT SYS USA INC(FIX)5,8635,973+1103,1444,9280.13%+1,785
RBB FD INC
F/M US TREASURY
035,362+35,36201,7680.05%+1,768
ROBINHOOD MKTS INC(HOOD)29,76231,239+1,4772,7874,4730.12%+1,686
ELANCO ANIMAL HEALTH INC(ELAN)21,10598,025+76,9203011,9740.05%+1,673
FRANCO NEV CORP(FNV)19,65021,848+2,1983,2214,8700.13%+1,649
MARATHON PETE CORP(MPC)6,81514,419+7,6041,1322,7790.07%+1,647
LAM RESEARCH CORP(LRCX)40,58841,524+9363,9515,5600.14%+1,609
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
16,19221,179+4,9873,6775,2340.14%+1,556
COREWEAVE INC(CRWV)2,25814,030+11,7723681,9200.05%+1,552
APPLOVIN CORP(APP)3,1273,613+4861,0952,5960.07%+1,501
FIDELITY NATL INFORMATION SV(FIS)14,39439,987+25,5931,1722,6370.07%+1,465
AMERICAN CENTY ETF TR34,64345,876+11,2333,1564,5660.12%+1,410
FASTENAL CO(FAST)45,35867,056+21,6981,9053,2880.09%+1,383
CITIGROUP INC(C)82,17282,461+2896,9958,3700.22%+1,375
AMERICAN ELEC PWR CO INC36,30745,495+9,1883,7675,1180.13%+1,351
META PLATFORMS INC(META)88,90291,187+2,28565,61866,9661.74%+1,348
HERSHEY CO(HSY)39,96542,538+2,5736,6327,9570.21%+1,325
ARGAN INC24,42524,833+4085,3856,7060.17%+1,321
NEOS ETF TRUST
NASDAQ 100 HIGH
024,327+24,32701,3190.03%+1,319
MERCK & CO INC(MRK)76,97488,262+11,2886,0937,4080.19%+1,314
LEIDOS HOLDINGS INC(LDOS)1,2928,014+6,7222041,5140.04%+1,311
BLACKSTONE INC(BX)63,88863,427-4619,55610,8370.28%+1,280
L3HARRIS TECHNOLOGIES INC(LHX)21,02521,271+2465,2746,4960.17%+1,222
GENUINE PARTS CO(GPC)29,20334,368+5,1653,5434,7630.12%+1,221
PUBLIC STORAGE OPER CO(PSA)2,5266,783+4,2577411,9590.05%+1,218
BANK AMERICA CORP223,199227,950+4,75110,56211,7600.31%+1,198
MARVELL TECHNOLOGY INC(MRVL)24,83337,075+12,2421,9223,1170.08%+1,195
DELTA AIR LINES INC DEL(DAL)37,94053,601+15,6611,8663,0420.08%+1,176
VNET GROUP INC(VNET)348,738345,956-2,7822,4063,5740.09%+1,167
EATON CORP PLC(ETN)10,68813,292+2,6043,8164,9750.13%+1,159
VANECK ETF TRUST
GOLD MINERS ETF
12,30523,412+11,1076411,7890.05%+1,148
UNITED PARCEL SERVICE INC(UPS)41,91764,297+22,3804,2315,3710.14%+1,140
GE AEROSPACE(GE)30,00729,409-5987,7238,8470.23%+1,123
TJX COS INC NEW(TJX)39,23140,991+1,7604,8455,9250.15%+1,080
JABIL INC(JBL)7,44812,452+5,0041,6242,7040.07%+1,080
BWX TECHNOLOGIES INC(BWXT)27,52727,263-2643,9665,0270.13%+1,061
MATTHEWS INTL FDS031,014+31,01401,0340.03%+1,034
ONEMAIN HLDGS INC(OMF)21,19539,435+18,2401,2082,2270.06%+1,018
PURE STORAGE INC(P)10,99219,638+8,6466331,6460.04%+1,013
LOCKHEED MARTIN CORP(LMT)24,94125,122+18111,55112,5410.33%+990
APPLIED MATLS INC24,45326,646+2,1934,4775,4550.14%+979
ROYAL CARIBBEAN GROUP
COM
12,81915,414+2,5954,0144,9880.13%+974
VERTIV HOLDINGS CO(VRT)71,59167,302-4,2899,19310,1530.26%+960
VANGUARD INDEX FDS45,11544,693-42213,71214,6670.38%+955
DUKE ENERGY CORP NEW(DUK)135,282136,684+1,40215,96316,9150.44%+951
GOLDMAN SACHS GROUP INC(GS)8,5708,794+2246,0657,0030.18%+937
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Independent Advisor Alliance — 13F Holdings — Q3 2025 | TickerTrail