HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
929,327 | -40,792 | $153,246 |
| AAPL | 929,327 | -40,792 | $153,246 |
| MICROSOFT CORP |
293,207 | -6,818 | $84,532 |
| MSFT | 293,207 | -6,818 | $84,532 |
| VANGUARD INDEX FDS (VTI) |
354,801 | +31,948 | $72,415 |
| VTI | 354,801 | +31,948 | $72,415 |
| AMERIS BANCORP |
1,928,919 | UNCH | $70,560 |
| ABCB | 1,928,919 | UNCH | $70,560 |
| AMAZON COM INC |
531,301 | -5,478 | $54,878 |
| AMZN | 531,301 | -5,478 | $54,878 |
| VANGUARD MUN BD FDS (VTEB) |
696,209 | +20,288 | $35,270 |
| VTEB | 696,209 | +20,288 | $35,270 |
| HOME DEPOT INC |
108,286 | +9,855 | $31,957 |
| HD | 108,286 | +9,855 | $31,957 |
| VANGUARD STAR FDS (VXUS) |
527,121 | +26,706 | $29,102 |
| VXUS | 527,121 | +26,706 | $29,102 |
 BERKSHIRE HATHAWAY INC DEL |
$28,090 | ||
| BRK.B | 81,924 | +262 | $25,296 |
| BRK.A | 6 | +4 | $2,794 |
| ADVANCED MICRO DEVICES INC |
277,946 | +3,892 | $27,241 |
| AMD | 277,946 | +3,892 | $27,241 |
| ALPHABET INC |
253,603 | +1,884 | $26,306 |
| GOOGL | 253,603 | +1,884 | $26,306 |
| NVIDIA CORPORATION |
94,651 | +4,859 | $26,291 |
| NVDA | 94,651 | +4,859 | $26,291 |
| COCA COLA CO |
417,455 | +48,738 | $25,895 |
| KO | 417,455 | +48,738 | $25,895 |
| ALPHABET INC |
233,653 | +5,790 | $24,300 |
| GOOG | 233,653 | +5,790 | $24,300 |
| CHEVRON CORP NEW |
145,980 | -6,633 | $23,818 |
| CVX | 145,980 | -6,633 | $23,818 |
| JOHNSON & JOHNSON |
152,010 | -9,235 | $23,562 |
| JNJ | 152,010 | -9,235 | $23,562 |
| PROCTER AND GAMBLE CO |
151,833 | -8,913 | $22,576 |
| PG | 151,833 | -8,913 | $22,576 |
| JPMORGAN CHASE & CO |
168,722 | -11,356 | $21,986 |
| JPM | 168,722 | -11,356 | $21,986 |
| MCDONALDS CORP |
77,670 | +4,060 | $21,717 |
| MCD | 77,670 | +4,060 | $21,717 |
| ABBVIE INC |
125,323 | +3,076 | $19,973 |
| ABBV | 125,323 | +3,076 | $19,973 |
| EXXON MOBIL CORP |
179,481 | +183 | $19,682 |
| XOM | 179,481 | +183 | $19,682 |
| PEPSICO INC |
105,216 | +6,972 | $19,181 |
| PEP | 105,216 | +6,972 | $19,181 |
| TESLA INC |
90,450 | +11,726 | $18,765 |
| TSLA | 90,450 | +11,726 | $18,765 |
| VANGUARD INDEX FDS (VOO) |
49,223 | +3,690 | $18,511 |
| VOO | 49,223 | +3,690 | $18,511 |
| MITEK SYS INC |
1,750,876 | -22,390 | $16,791 |
| MITK | 1,750,876 | -22,390 | $16,791 |
| VISA INC |
73,982 | +1,509 | $16,680 |
| V | 73,982 | +1,509 | $16,680 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
311,057 | UNCH | $16,632 |
| VEU | 311,057 | UNCH | $16,632 |
| UNITEDHEALTH GROUP INC |
33,322 | +569 | $15,748 |
| UNH | 33,322 | +569 | $15,748 |
| COSTCO WHSL CORP NEW |
31,022 | +1,974 | $15,414 |
| COST | 31,022 | +1,974 | $15,414 |
| SPDR GOLD TR (GLD) |
82,179 | +32,844 | $15,057 |
| GLD | 82,179 | +32,844 | $15,057 |
| WALMART INC |
100,254 | -1,183 | $14,783 |
| WMT | 100,254 | -1,183 | $14,783 |
| UNITED PARCEL SERVICE INC |
73,779 | +53 | $14,312 |
| UPS | 73,779 | +53 | $14,312 |
| CATERPILLAR INC |
60,730 | -4,390 | $13,898 |
| CAT | 60,730 | -4,390 | $13,898 |
| META PLATFORMS INC |
60,913 | -7,568 | $12,910 |
| META | 60,913 | -7,568 | $12,910 |
| ARISTA NETWORKS INC |
74,662 | -8,480 | $12,533 |
| ANET | 74,662 | -8,480 | $12,533 |
| HERSHEY CO |
47,024 | -2,420 | $11,963 |
| HSY | 47,024 | -2,420 | $11,963 |
| DUKE ENERGY CORP NEW |
118,712 | -3,106 | $11,452 |
| DUK | 118,712 | -3,106 | $11,452 |
| LOCKHEED MARTIN CORP |
23,560 | -4,985 | $11,137 |
| LMT | 23,560 | -4,985 | $11,137 |
| BANK AMERICA CORP |
384,648 | -12,347 | $11,001 |
| BAC | 384,648 | -12,347 | $11,001 |
| CHUBB LIMITED |
55,636 | -209 | $10,803 |
| CB | 55,636 | -209 | $10,803 |
| NIKE INC |
87,331 | -2,875 | $10,710 |
| NKE | 87,331 | -2,875 | $10,710 |
| LOWES COS INC |
53,141 | -1,693 | $10,627 |
| LOW | 53,141 | -1,693 | $10,627 |
| ILLINOIS TOOL WKS INC |
41,393 | -5 | $10,077 |
| ITW | 41,393 | -5 | $10,077 |
| HONEYWELL INTL INC |
52,021 | -2,473 | $9,942 |
| HON | 52,021 | -2,473 | $9,942 |
| LILLY ELI & CO |
28,376 | -679 | $9,745 |
| LLY | 28,376 | -679 | $9,745 |
| NEXTERA ENERGY INC |
124,703 | +21,526 | $9,612 |
| NEE | 124,703 | +21,526 | $9,612 |
| CINTAS CORP |
20,467 | +2,463 | $9,470 |
| CTAS | 20,467 | +2,463 | $9,470 |
| WASTE MGMT INC DEL |
56,955 | -5,974 | $9,293 |
| WM | 56,955 | -5,974 | $9,293 |
| TRAVELERS COMPANIES INC |
52,991 | -4,795 | $9,083 |
| TRV | 52,991 | -4,795 | $9,083 |
| ABBOTT LABS |
89,604 | -18,353 | $9,073 |
| ABT | 89,604 | -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 |
