HoldingsChannel.com
Independent Advisor Alliance Top Holdings
As of  03/31/2023, below is a summary of the Independent Advisor Alliance top holdings by largest position size, as per the latest 13f filing made by Independent Advisor Alliance. In the Independent Advisor Alliance-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Independent Advisor Alliance in that top holding, then the share count change between reporting periods, and finally the Independent Advisor Alliance top holding position size for that row.

   EntityAmountChange
 12/31/2022 to 03/31/2023
Position Size
($ in 1000's)
APPLE INC 929,327 -40,792 $153,246
     AAPL929,327-40,792$153,246
MICROSOFT CORP 293,207 -6,818 $84,532
     MSFT293,207-6,818$84,532
VANGUARD INDEX FDS (VTI) 354,801 +31,948 $72,415
     VTI354,801+31,948$72,415
AMERIS BANCORP 1,928,919 UNCH $70,560
     ABCB1,928,919UNCH$70,560
AMAZON COM INC 531,301 -5,478 $54,878
     AMZN531,301-5,478$54,878
VANGUARD MUN BD FDS (VTEB) 696,209 +20,288 $35,270
     VTEB696,209+20,288$35,270
HOME DEPOT INC 108,286 +9,855 $31,957
     HD108,286+9,855$31,957
VANGUARD STAR FDS (VXUS) 527,121 +26,706 $29,102
     VXUS527,121+26,706$29,102
BERKSHIRE HATHAWAY INC DEL      $28,090
     BRK.B81,924+262$25,296
     BRK.A6+4$2,794
ADVANCED MICRO DEVICES INC 277,946 +3,892 $27,241
     AMD277,946+3,892$27,241
ALPHABET INC 253,603 +1,884 $26,306
     GOOGL253,603+1,884$26,306
NVIDIA CORPORATION 94,651 +4,859 $26,291
     NVDA94,651+4,859$26,291
COCA COLA CO 417,455 +48,738 $25,895
     KO417,455+48,738$25,895
ALPHABET INC 233,653 +5,790 $24,300
     GOOG233,653+5,790$24,300
CHEVRON CORP NEW 145,980 -6,633 $23,818
     CVX145,980-6,633$23,818
JOHNSON & JOHNSON 152,010 -9,235 $23,562
     JNJ152,010-9,235$23,562
PROCTER AND GAMBLE CO 151,833 -8,913 $22,576
     PG151,833-8,913$22,576
JPMORGAN CHASE & CO 168,722 -11,356 $21,986
     JPM168,722-11,356$21,986
MCDONALDS CORP 77,670 +4,060 $21,717
     MCD77,670+4,060$21,717
ABBVIE INC 125,323 +3,076 $19,973
     ABBV125,323+3,076$19,973
EXXON MOBIL CORP 179,481 +183 $19,682
     XOM179,481+183$19,682
PEPSICO INC 105,216 +6,972 $19,181
     PEP105,216+6,972$19,181
TESLA INC 90,450 +11,726 $18,765
     TSLA90,450+11,726$18,765
VANGUARD INDEX FDS (VOO) 49,223 +3,690 $18,511
     VOO49,223+3,690$18,511
MITEK SYS INC 1,750,876 -22,390 $16,791
     MITK1,750,876-22,390$16,791
VISA INC 73,982 +1,509 $16,680
     V73,982+1,509$16,680
VANGUARD INTL EQUITY INDEX F (VEU) 311,057 UNCH $16,632
     VEU311,057UNCH$16,632
UNITEDHEALTH GROUP INC 33,322 +569 $15,748
     UNH33,322+569$15,748
COSTCO WHSL CORP NEW 31,022 +1,974 $15,414
     COST31,022+1,974$15,414
SPDR GOLD TR (GLD) 82,179 +32,844 $15,057
     GLD82,179+32,844$15,057
WALMART INC 100,254 -1,183 $14,783
     WMT100,254-1,183$14,783
UNITED PARCEL SERVICE INC 73,779 +53 $14,312
     UPS73,779+53$14,312
CATERPILLAR INC 60,730 -4,390 $13,898
     CAT60,730-4,390$13,898
META PLATFORMS INC 60,913 -7,568 $12,910
     META60,913-7,568$12,910
ARISTA NETWORKS INC 74,662 -8,480 $12,533
     ANET74,662-8,480$12,533
HERSHEY CO 47,024 -2,420 $11,963
     HSY47,024-2,420$11,963
DUKE ENERGY CORP NEW 118,712 -3,106 $11,452
     DUK118,712-3,106$11,452
LOCKHEED MARTIN CORP 23,560 -4,985 $11,137
     LMT23,560-4,985$11,137
BANK AMERICA CORP 384,648 -12,347 $11,001
     BAC384,648-12,347$11,001
CHUBB LIMITED 55,636 -209 $10,803
     CB55,636-209$10,803
NIKE INC 87,331 -2,875 $10,710
     NKE87,331-2,875$10,710
LOWES COS INC 53,141 -1,693 $10,627
     LOW53,141-1,693$10,627
ILLINOIS TOOL WKS INC 41,393 -5 $10,077
     ITW41,393-5$10,077
HONEYWELL INTL INC 52,021 -2,473 $9,942
     HON52,021-2,473$9,942
LILLY ELI & CO 28,376 -679 $9,745
     LLY28,376-679$9,745
NEXTERA ENERGY INC 124,703 +21,526 $9,612
     NEE124,703+21,526$9,612
CINTAS CORP 20,467 +2,463 $9,470
     CTAS20,467+2,463$9,470
WASTE MGMT INC DEL 56,955 -5,974 $9,293
     WM56,955-5,974$9,293
TRAVELERS COMPANIES INC 52,991 -4,795 $9,083
     TRV52,991-4,795$9,083
ABBOTT LABS 89,604 -18,353 $9,073
     ABT89,604-18,353$9,073

See Full List: All Stocks Held By Independent Advisor Alliance
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Independent Advisor Alliance

Size ($ in 1000's)
At 03/31/2023: $2,074,180
At 12/31/2022: $291,023,368

Independent Advisor Alliance holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Independent Advisor Alliance 13F filings. Link to 13F filings: SEC filings

Independent Advisor Alliance Top Holdings 13F Filings | www.HoldingsChannel.com

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