Fund HoldingsIndependent Advisor Alliance

Total Portfolio Value
$7.55B
Total Bought
$4.98B
Total Sold
$118.64M
Net Transaction
+$4.86B
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR SER TR
ST STR P500ETF
144,7273,066,946+2,922,2199,771211,4352.80%+201,665
SPDR SER TR
ST STR P500GRW
01,598,110+1,598,1100140,4741.86%+140,474
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0654,262+654,2620137,6901.82%+137,690
ISHARES TR0218,333+218,3330128,5281.70%+128,528
SPDR S&P 500 ETF TR(SPY)0208,689+208,6890122,3091.62%+122,309
SPDR SER TR
ST STR PR SP1500
01,457,162+1,457,1620104,0851.38%+104,085
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
01,257,112+1,257,112084,2641.12%+84,264
SPDR SER TR
ST STR P500VAL
01,553,951+1,553,951079,4691.05%+79,469
VANGUARD SPECIALIZED FUNDS0397,601+397,601077,8621.03%+77,862
INVESCO QQQ TR0157,159+157,159080,3441.06%+80,344
NVIDIA CORPORATION(NVDA)01,580,341+1,580,3410212,2242.81%+212,224
WISDOMTREE TR(WT)0865,645+865,645070,0570.93%+70,057
RBB FD INC
F/M US TREASURY
01,325,522+1,325,522066,0910.88%+66,091
SPDR SER TR
ST STR SP600 SML
01,418,031+1,418,031063,6980.84%+63,698
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
0986,596+986,596053,5030.71%+53,503
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
01,414,753+1,414,753050,7190.67%+50,719
VANGUARD INDEX FDS093,189+93,189050,2110.67%+50,211
SPDR INDEX SHS FDS
ST STR PO EX ETF
01,445,464+1,445,464049,3340.65%+49,334
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
01,518,225+1,518,225046,2600.61%+46,260
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
01,232,205+1,232,205045,8010.61%+45,801
FIDELITY COVINGTON TRUST0884,143+884,143044,1540.58%+44,154
SPDR SER TR
ST INTER ETF
01,447,120+1,447,120040,3460.53%+40,346
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
0777,780+777,780038,8580.51%+38,858
SCHWAB STRATEGIC TR01,390,683+1,390,683037,9930.50%+37,993
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0157,967+157,967036,7300.49%+36,730
APPLE INC(AAPL)867,866952,107+84,241202,213238,4273.16%+36,214
PIMCO ETF TR
MULTISECTOR BD
01,392,887+1,392,887036,1040.48%+36,104
VANGUARD INDEX FDS086,675+86,675035,5750.47%+35,575
INVESCO EXCH TRD SLF IDX FD01,628,765+1,628,765033,6340.45%+33,634
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
0612,443+612,443032,0000.42%+32,000
SPDR SER TR
ST LON TREAS ETF
01,166,274+1,166,274030,5450.40%+30,545
VANGUARD INDEX FDS0128,871+128,871037,3480.49%+37,348
SPDR INDEX SHS FDS
ST STR MSCI GLB
0465,025+465,025029,4500.39%+29,450
ISHARES TR0500,088+500,088031,1600.41%+31,160
ISHARES TR0267,678+267,678030,8420.41%+30,842
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0464,730+464,730027,7770.37%+27,777
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
01,428,206+1,428,206027,7500.37%+27,750
AMERICAN CENTY ETF TR0277,267+277,267027,6440.37%+27,644
ISHARES TR081,612+81,612027,2790.36%+27,279
SELECT SECTOR SPDR TR
ST STR FINL ETF
0554,301+554,301026,7890.35%+26,789
AMAZON COM INC(AMZN)0592,295+592,2950129,9441.72%+129,944
WISDOMTREE TR(WT)0518,068+518,068026,0690.35%+26,069
SPDR SER TR
ST INTER BD ETF
0794,244+794,244026,0190.34%+26,019
SPDR SER TR
ST STR P400MID
0466,795+466,795025,5290.34%+25,529
SPDR SER TR
ST STR BACKE ETF
01,140,442+1,140,442024,5770.33%+24,577
SCHWAB STRATEGIC TR0969,526+969,526027,0210.36%+27,021
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
0507,423+507,423023,5440.31%+23,544
SPDR SER TR
ST STR SP DIV
0177,406+177,406023,4350.31%+23,435
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0375,423+375,423021,8420.29%+21,842
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
0235,333+235,333023,1730.31%+23,173
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
0221,285+221,285021,6680.29%+21,668
SPDR DOW JONES INDL AVERAGE(DIA)050,774+50,774021,6050.29%+21,605
VANGUARD INDEX FDS082,920+82,920021,9020.29%+21,902
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0284,790+284,790021,5560.29%+21,556
FIRST TR EXCHANGE-TRADED FD0250,288+250,288021,9800.29%+21,980
TESLA INC(TSLA)99,004117,176+18,17225,90247,3200.63%+21,418
JANUS DETROIT STR TR
HENDRSON AAA CL
0415,321+415,321021,0610.28%+21,061
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
0342,760+342,760020,2430.27%+20,243
SELECT SECTOR SPDR TR
ST STR DISCR ETF
089,069+89,069019,9830.26%+19,983
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
0625,294+625,294019,6530.26%+19,653
VANGUARD INDEX FDS077,804+77,804018,6950.25%+18,695
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
0484,774+484,774018,1400.24%+18,140
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
0929,329+929,329018,1030.24%+18,103
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
0368,386+368,386018,4600.24%+18,460
ISHARES TR
MSCI USA MIN ETF
0201,156+201,156017,8610.24%+17,861
VANGUARD TAX-MANAGED FDS0371,735+371,735017,7760.24%+17,776
PACER FDS TR
US CASH COWS 100
0313,948+313,948017,7320.23%+17,732
VANGUARD INDEX FDS0120,313+120,313020,3690.27%+20,369
FIRST TR NAS100 EQ WEIGHTED0136,909+136,909017,1080.23%+17,108
SPDR SER TR
ST STR AGGRE ETF
0683,559+683,559017,0820.23%+17,082
INVESCO EXCH TRADED FD TR II
S&P SMLCAP QTY
0391,689+391,689016,5880.22%+16,588
ISHARES TR0165,253+165,253016,0130.21%+16,013
ISHARES TR0178,791+178,791015,8050.21%+15,805
BROADCOM INC(AVGO)187,592207,410+19,81832,36048,0860.64%+15,726
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
0261,177+261,177015,4460.20%+15,446
VANGUARD WORLD FD044,687+44,687015,3460.20%+15,346
ISHARES TR038,752+38,752015,5620.21%+15,562
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
0817,497+817,497014,9930.20%+14,993
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
0741,404+741,404014,9240.20%+14,924
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
0672,135+672,135014,9210.20%+14,921
FIRST TR EXCH TRADED FD III0842,311+842,311014,9090.20%+14,909
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
0290,714+290,714014,8290.20%+14,829
ISHARES TR0540,791+540,791014,5090.19%+14,509
ISHARES TR0151,619+151,619013,9000.18%+13,900
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
0272,774+272,774013,7400.18%+13,740
ISHARES TR
CORE MSCI EAFE
0228,474+228,474016,0570.21%+16,057
VANGUARD WHITEHALL FDS0106,858+106,858013,6340.18%+13,634
SPDR SER TR
ST STR BLO 1 ETF
0147,761+147,761013,5100.18%+13,510
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
0461,159+461,159013,4750.18%+13,475
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0382,012+382,012013,4700.18%+13,470
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
0324,909+324,909013,4280.18%+13,428
SELECT SECTOR SPDR TR
ST STR REAL ETF
0327,465+327,465013,3180.18%+13,318
ISHARES TR0129,011+129,011013,0990.17%+13,099
ISHARES TR0127,351+127,351013,5690.18%+13,569
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
0231,669+231,669013,0610.17%+13,061
ISHARES TR
MSCI INTL QUALTY
0359,350+359,350013,3390.18%+13,339
PIMCO ETF TR
ACTIVE BD ETF
0140,493+140,493012,7030.17%+12,703
SPDR INDEX SHS FDS
ST PORT MARK ETF
0328,192+328,192012,5930.17%+12,593
SELECT SECTOR SPDR TR
ST STR SVC ETF
0124,997+124,997012,1010.16%+12,101
ALPHABET INC(GOOG)0284,919+284,919053,9350.71%+53,935
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