Independent Advisor Alliance Top Holdings and 13F Report (2024) → This Could be Your “Big Money” AI Moment (From InvestorPlace) (Ad) About Independent Advisor AllianceInvestment ActivityIndependent Advisor Alliance has $2.77 billion in total holdings as of March 31, 2024.Independent Advisor Alliance owns shares of 702 different stocks, but just 133 companies or ETFs make up 80% of its holdings.Approximately 4.39% of the portfolio was purchased this quarter.About 13.53% of the portfolio was sold this quarter.This quarter, Independent Advisor Alliance has purchased 677 new stocks and bought additional shares in 278 stocks.Independent Advisor Alliance sold shares of 312 stocks and completely divested from 40 stocks this quarter.Largest Holdings Apple $156,511,319Microsoft $131,253,918Ameris Bancorp $121,641,496Vanguard Total Stock Market ETF $115,408,795Amazon.com $99,890,014 Largest New Holdings this Quarter GRAYSCALE BITCOIN TR BTC $3,310,741 HoldingLi Auto $2,409,380 HoldingPetróleo Brasileiro S.A. - Petrobras $1,988,799 HoldingDropbox $1,925,532 HoldingApplied Optoelectronics $1,767,358 Holding Largest Purchases this Quarter Walmart 214,306 shares (about $12.89M)CrowdStrike 15,958 shares (about $5.12M)GRAYSCALE BITCOIN TR BTC 52,410 shares (about $3.31M)Adobe 5,901 shares (about $2.98M)Li Auto 79,570 shares (about $2.41M) Largest Sales this Quarter Vanguard Total Stock Market ETF 381,522 shares (about $99.16M)Vanguard Tax-Exempt Bond ETF 671,484 shares (about $33.98M)Vanguard S&P 500 ETF 60,774 shares (about $29.21M)Vanguard Total International Stock ETF 469,453 shares (about $28.31M)Vanguard FTSE All-World ex-US ETF 340,438 shares (about $19.97M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependent Advisor Alliance Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$156,511,319$750,911 ▼-0.5%912,7095.6%Computer and TechnologyMSFTMicrosoft$131,253,918$588,166 ▲0.5%311,9754.7%Computer and TechnologyABCBAmeris Bancorp$121,641,4960.0%2,514,2934.4%FinanceVTIVanguard Total Stock Market ETF$115,408,795$99,157,516 ▼-46.2%444,0514.2%ETFAMZNAmazon.com$99,890,014$1,916,719 ▲2.0%553,7753.6%Retail/WholesaleNVDANVIDIA$99,793,341$1,162,878 ▲1.2%110,4453.6%Computer and TechnologyAMDAdvanced Micro Devices$54,025,243$983,672 ▲1.9%299,3252.0%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$48,548,688$33,977,099 ▼-41.2%959,4601.8%ETFHDHome Depot$39,680,906$383,598 ▼-1.0%103,4441.4%Retail/WholesaleGOOGAlphabet$39,231,599$1,594,009 ▲4.2%257,6621.4%Computer and TechnologyGOOGLAlphabet$38,552,312$432,716 ▼-1.1%255,4321.4%Computer and TechnologyVXUSVanguard Total International Stock ETF$37,930,407$28,308,030 ▼-42.7%629,0281.4%ETFJPMJPMorgan Chase & Co.$35,762,505$2,906,348 ▼-7.5%178,5451.3%FinanceKOCoca-Cola$34,022,554$117,221 ▲0.3%556,1061.2%Consumer StaplesBRK.BBerkshire Hathaway$32,462,745$1,632,452 ▲5.3%77,1971.2%FinanceMETAMeta Platforms$29,393,371$1,061,469 ▲3.7%60,5331.1%Computer and TechnologyVOOVanguard S&P 500 ETF$27,582,729$29,214,234 ▼-51.4%57,3801.0%ETFMITKMitek Systems$26,091,211$143,891 ▲0.6%1,850,4400.9%Computer and TechnologyXOMExxon Mobil$25,697,297$595,846 ▲2.4%221,0710.9%Oils/EnergyCVXChevron$25,620,562$732,390 ▲2.9%162,4220.9%Oils/EnergyLLYEli Lilly and Company$25,519,951$416,205 ▲1.7%32,8040.9%MedicalCOSTCostco Wholesale$24,262,300$465,216 ▲2.0%33,1170.9%Retail/WholesaleMCDMcDonald's$23,677,803$192,853 ▼-0.8%83,9790.9%Retail/WholesaleAVGOBroadcom$22,598,349$201,463 ▼-0.9%17,0500.8%Computer and TechnologyVVisa$22,373,669$954,737 ▼-4.1%80,1690.8%Business ServicesJNJJohnson & Johnson$22,236,074$1,576,043 ▼-6.6%140,5660.8%MedicalPGProcter & Gamble$21,334,663$1,383,998 ▼-6.1%131,4920.8%Consumer StaplesABBVAbbVie$20,832,630$1,231,908 ▼-5.6%114,4020.8%MedicalWMTWalmart$19,563,935$12,894,806 ▲193.4%325,1440.7%Retail/WholesaleVEUVanguard FTSE All-World ex-US ETF$19,354,134$19,966,674 ▼-50.8%329,9940.7%ETFCATCaterpillar$19,056,629$1,912,039 ▼-9.1%52,0060.7%Industrial ProductsUNHUnitedHealth Group$18,948,911$1,109,113 ▲6.2%38,3040.7%MedicalTSLATesla$18,900,088$1,469,606 ▼-7.2%107,5150.7%Auto/Tires/TrucksPEPPepsiCo$18,425,938$72,103 ▲0.4%105,2860.7%Consumer StaplesGLDSPDR Gold Shares$15,868,621$4,307,159 ▼-21.3%77,1370.6%FinanceVEAVanguard FTSE Developed Markets ETF$13,807,758$13,732,352 ▼-49.9%275,2190.5%ETFANETArista Networks$13,345,943$997,524 ▼-7.0%46,0240.5%Computer and TechnologyNFLXNetflix$13,186,420$32,189 ▼-0.2%21,7120.5%Consumer DiscretionaryLOWLowe's Companies$13,172,805$1,230,087 ▼-8.5%51,7130.5%Retail/WholesaleCTASCintas$13,048,539$41,908 ▲0.3%18,9930.5%Industrial ProductsMAMastercard$12,803,790$1,435,539 ▲12.6%26,5880.5%Business ServicesDUKDuke Energy$11,867,153$251,157 ▲2.2%122,7080.4%UtilitiesCBChubb$11,825,116$1,519,017 ▼-11.4%45,6340.4%FinanceWMWaste Management$11,775,362$174,571 ▲1.5%55,2440.4%Business ServicesSMCISuper Micro Computer$11,742,603$6,975,264 ▼-37.3%11,6260.4%Computer and TechnologyTRVTravelers Companies$11,428,247$248,320 ▼-2.1%49,6580.4%FinanceCOPConocoPhillips$11,384,962$95,333 ▲0.8%89,4480.4%Oils/EnergySPGSimon Property Group$11,255,997$863,354 ▲8.3%71,9280.4%FinanceLMTLockheed Martin$11,164,354$764,183 ▲7.3%24,5440.4%AerospaceIBMInternational Business Machines$10,860,553$1,530,365 ▲16.4%56,8730.4%Computer and TechnologyADBEAdobe$10,387,700$2,977,646 ▲40.2%20,5860.4%Computer and TechnologyHONHoneywell International$9,950,353$209,151 ▼-2.1%48,4790.4%Multi-Sector ConglomeratesCRMSalesforce$9,794,452$900,234 ▲10.1%32,5200.4%Computer and TechnologyHSYHershey$9,771,084$564,827 ▼-5.5%50,2370.4%Consumer StaplesACNAccenture$9,700,059$309,171 ▲3.3%27,9860.4%Business ServicesTFCTruist Financial$9,636,879$115,849 ▲1.2%247,2260.3%FinanceUPSUnited Parcel Service$9,437,983$532,540 ▼-5.3%63,5000.3%TransportationUNPUnion Pacific$9,304,008$1,329,741 ▼-12.5%37,8320.3%TransportationITWIllinois Tool Works$9,193,544$2,100,224 ▼-18.6%34,2620.3%Industrial ProductsMRKMerck & Co., Inc.$8,947,107$466,317 ▲5.5%67,8060.3%MedicalSOSouthern$8,704,915$192,622 ▼-2.2%121,3400.3%UtilitiesNVONovo Nordisk A/S$8,558,669$98,226 ▲1.2%66,6560.3%MedicalBXBlackstone$8,520,681$867,701 ▼-9.2%64,8600.3%FinancePHParker-Hannifin$8,359,862$663,075 ▼-7.3%15,0410.3%Industrial ProductsVXFVanguard Extended Market ETF$8,295,003$4,090,101 ▼-33.0%47,3270.3%ETFLINDE PLC$8,061,019$904,491 ▼-10.1%17,3610.3%SHSAXPAmerican Express$7,905,676$42,578 ▲0.5%34,7210.3%FinanceABTAbbott Laboratories$7,890,575$241,640 ▼-3.0%69,4230.3%MedicalCRWDCrowdStrike$7,877,542$5,115,978 ▲185.3%24,5720.3%Computer and TechnologyBACBank of America$7,655,798$5,554,684 ▼-42.0%201,8930.3%FinanceQCOMQUALCOMM$7,459,309$565,628 ▲8.2%44,0600.3%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$7,359,103$318,245 ▼-4.1%43,4500.3%ETFVZVerizon Communications$7,280,974$89,333 ▲1.2%173,5220.3%Computer and TechnologyNEENextEra Energy$7,273,844$367,354 ▼-4.8%113,8140.3%UtilitiesEXPDExpeditors International of Washington$7,066,375$86,558 ▼-1.2%58,1260.3%TransportationIEXIDEX$6,868,675$11,957 ▼-0.2%28,1480.2%Industrial ProductsDISWalt Disney$6,811,330$227,958 ▼-3.2%55,6660.2%Consumer DiscretionaryAMGNAmgen$6,627,985$82,167 ▲1.3%23,3120.2%MedicalCMCSAComcast$6,487,973$2,013,519 ▲45.0%149,6650.2%Consumer DiscretionaryLHXL3Harris Technologies$6,477,601$792,093 ▼-10.9%30,3970.2%AerospaceLMBSFirst Trust Low Duration Opportunities ETF$6,411,683$913,032 ▲16.6%132,8850.2%ManufacturingFVDFirst Trust Value Line Dividend Index Fund$6,270,315$2,203,352 ▲54.2%148,4800.2%ETFPANWPalo Alto Networks$6,251,154$226,736 ▼-3.5%22,0010.2%Computer and TechnologyTMOThermo Fisher Scientific$6,195,377$1,453,667 ▼-19.0%10,6590.2%MedicalBNDVanguard Total Bond Market ETF$5,923,058$2,583,816 ▼-30.4%81,5510.2%ETFBRBroadridge Financial Solutions$5,866,824$935,807 ▼-13.8%28,6380.2%Business ServicesCMGChipotle Mexican Grill$5,781,569$14,534 ▲0.3%1,9890.2%Retail/WholesalePMPhilip Morris International$5,703,847$165,925 ▲3.0%62,2550.2%Consumer StaplesMOAltria Group$5,687,220$4,013 ▲0.1%130,3800.2%Consumer StaplesURIUnited Rentals$5,683,182$765,834 ▼-11.9%7,8810.2%ConstructionPCARPACCAR$5,667,905$15,858 ▼-0.3%45,7500.2%Auto/Tires/TrucksTMUST-Mobile US$5,654,744$212,512 ▲3.9%34,6450.2%Computer and TechnologyGDGeneral Dynamics$5,632,227$525,143 ▼-8.5%19,9380.2%AerospaceMUMicron Technology$5,584,730$274,214 ▼-4.7%47,3720.2%Computer and TechnologyPFEPfizer$5,576,918$964,627 ▲20.9%200,9680.2%MedicalFSKFS KKR Capital$5,566,600$575,591 ▲11.5%291,9030.2%FinanceDFUSDimensional U.S. Equity ETF$5,508,425$299,145 ▲5.7%96,6730.2%ETFTGTTarget$5,454,120$983,329 ▼-15.3%30,7780.2%Retail/WholesaleINTUIntuit$5,430,396$14,301 ▼-0.3%8,3540.2%Computer and TechnologyASMLASML$5,422,222$230,010 ▼-4.1%5,5870.2%Computer and TechnologyShowing largest 100 holdings. 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