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Independent Advisor Alliance

Portfolio Manager
Independent Advisor Alliance
Performance
+4.08% (2025 Q4)
AUM (13F)
$9.32B
# of Holdings
1595
Performance Rank
Allocation (Top 20)
31.61%

Independent Advisor Alliance Holdings Map

Top 50 Independent Advisor Alliance Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
3.9%2.09M$363.9M
-6.85%(-153.42K)
2025-Q1: 1.69M shares2025-Q2: 1.79M shares2025-Q3: 1.83M shares2025-Q4: 2.24M shares2026-Q1: 2.09M shares
$86.68(+171.95%)
2026-03-31
SPYM
SPDR SERIES TRUST
3.68%4.48M$342.8M
+1498.35%(+4.20M)
2025-Q1: 119.4K shares2025-Q2: 184.6K shares2025-Q3: 196.4K shares2025-Q4: 280.2K shares2026-Q1: 4.48M shares
$77.98(+12.92%)
2026-03-31
AAPL
APPLE INC
2.37%871.5K$221.2M
-6.09%(-56.47K)
2025-Q1: 960.4K shares2025-Q2: 943.1K shares2025-Q3: 919.8K shares2025-Q4: 928.0K shares2026-Q1: 871.5K shares
$89.44(+233.42%)
2026-03-31
ABCB
AMERIS BANCORP
2.22%2.65M$206.5M
+6.32%(+157.33K)
2025-Q1: 2.49M shares2025-Q2: 2.49M shares2025-Q3: 2.49M shares2025-Q4: 2.49M shares2026-Q1: 2.65M shares
$46.20(+81.10%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
2.14%841.2K$199.9M
+3472.25%(+817.61K)
2025-Q1: 0 shares2025-Q2: 16.2K shares2025-Q3: 21.2K shares2025-Q4: 23.5K shares2026-Q1: 841.2K shares
$244.85(+21.04%)
2026-03-31
SPYG
SPDR SERIES TRUST
1.93%1.84M$180.3M
+6743.15%(+1.81M)
2025-Q1: 18.8K shares2025-Q2: 24.3K shares2025-Q3: 26.6K shares2025-Q4: 26.9K shares2026-Q1: 1.84M shares
$102.08(+17.82%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
1.71%245.0K$159.3M
+1554.02%(+230.17K)
2025-Q1: 7.2K shares2025-Q2: 9.1K shares2025-Q3: 11.9K shares2025-Q4: 14.8K shares2026-Q1: 245.0K shares
$662.70(+12.90%)
2026-03-31
SPYV
SPDR SERIES TRUST
1.69%2.78M$157.3M
+5108.39%(+2.73M)
2025-Q1: 27.8K shares2025-Q2: 35.9K shares2025-Q3: 41.2K shares2025-Q4: 53.4K shares2026-Q1: 2.78M shares
$56.62(+6.51%)
2026-03-31
IVV
ISHARES TR
1.66%237.5K$155.1M
+729.70%(+208.86K)
2025-Q1: 7.8K shares2025-Q2: 25.9K shares2025-Q3: 28.5K shares2025-Q4: 28.6K shares2026-Q1: 237.5K shares
$659.69(+13.93%)
2026-03-31
MSFT
MICROSOFT CORP
1.22%306.7K$113.5M
-9.12%(-30.79K)
2025-Q1: 323.5K shares2025-Q2: 315.2K shares2025-Q3: 330.4K shares2025-Q4: 337.5K shares2026-Q1: 306.7K shares
$210.26(+94.73%)
2026-03-31

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