
Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
929,327 | -40,792 | $153,246 |
AAPL | 929,327 | -40,792 | $153,246 |
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293,207 | -6,818 | $84,532 |
MSFT | 293,207 | -6,818 | $84,532 |
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354,801 | +31,948 | $72,415 |
VTI | 354,801 | +31,948 | $72,415 |
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1,928,919 | UNCH | $70,560 |
ABCB | 1,928,919 | UNCH | $70,560 |
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531,301 | -5,478 | $54,878 |
AMZN | 531,301 | -5,478 | $54,878 |
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696,209 | +20,288 | $35,270 |
VTEB | 696,209 | +20,288 | $35,270 |
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108,286 | +9,855 | $31,957 |
HD | 108,286 | +9,855 | $31,957 |
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527,121 | +26,706 | $29,102 |
VXUS | 527,121 | +26,706 | $29,102 |
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$28,090 | ||
BRK.B | 81,924 | +262 | $25,296 |
BRK.A | 6 | +4 | $2,794 |
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277,946 | +3,892 | $27,241 |
AMD | 277,946 | +3,892 | $27,241 |
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253,603 | +1,884 | $26,306 |
GOOGL | 253,603 | +1,884 | $26,306 |
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94,651 | +4,859 | $26,291 |
NVDA | 94,651 | +4,859 | $26,291 |
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417,455 | +48,738 | $25,895 |
KO | 417,455 | +48,738 | $25,895 |
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233,653 | +5,790 | $24,300 |
GOOG | 233,653 | +5,790 | $24,300 |
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145,980 | -6,633 | $23,818 |
CVX | 145,980 | -6,633 | $23,818 |
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152,010 | -9,235 | $23,562 |
JNJ | 152,010 | -9,235 | $23,562 |
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151,833 | -8,913 | $22,576 |
PG | 151,833 | -8,913 | $22,576 |
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168,722 | -11,356 | $21,986 |
JPM | 168,722 | -11,356 | $21,986 |
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77,670 | +4,060 | $21,717 |
MCD | 77,670 | +4,060 | $21,717 |
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125,323 | +3,076 | $19,973 |
ABBV | 125,323 | +3,076 | $19,973 |
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179,481 | +183 | $19,682 |
XOM | 179,481 | +183 | $19,682 |
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105,216 | +6,972 | $19,181 |
PEP | 105,216 | +6,972 | $19,181 |
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90,450 | +11,726 | $18,765 |
TSLA | 90,450 | +11,726 | $18,765 |
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49,223 | +3,690 | $18,511 |
VOO | 49,223 | +3,690 | $18,511 |
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1,750,876 | -22,390 | $16,791 |
MITK | 1,750,876 | -22,390 | $16,791 |
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73,982 | +1,509 | $16,680 |
V | 73,982 | +1,509 | $16,680 |
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311,057 | UNCH | $16,632 |
VEU | 311,057 | UNCH | $16,632 |
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33,322 | +569 | $15,748 |
UNH | 33,322 | +569 | $15,748 |
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31,022 | +1,974 | $15,414 |
COST | 31,022 | +1,974 | $15,414 |
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82,179 | +32,844 | $15,057 |
GLD | 82,179 | +32,844 | $15,057 |
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100,254 | -1,183 | $14,783 |
WMT | 100,254 | -1,183 | $14,783 |
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73,779 | +53 | $14,312 |
UPS | 73,779 | +53 | $14,312 |
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60,730 | -4,390 | $13,898 |
CAT | 60,730 | -4,390 | $13,898 |
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60,913 | -7,568 | $12,910 |
META | 60,913 | -7,568 | $12,910 |
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74,662 | -8,480 | $12,533 |
ANET | 74,662 | -8,480 | $12,533 |
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47,024 | -2,420 | $11,963 |
HSY | 47,024 | -2,420 | $11,963 |
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118,712 | -3,106 | $11,452 |
DUK | 118,712 | -3,106 | $11,452 |
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23,560 | -4,985 | $11,137 |
LMT | 23,560 | -4,985 | $11,137 |
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384,648 | -12,347 | $11,001 |
BAC | 384,648 | -12,347 | $11,001 |
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55,636 | -209 | $10,803 |
CB | 55,636 | -209 | $10,803 |
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87,331 | -2,875 | $10,710 |
NKE | 87,331 | -2,875 | $10,710 |
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53,141 | -1,693 | $10,627 |
LOW | 53,141 | -1,693 | $10,627 |
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41,393 | -5 | $10,077 |
ITW | 41,393 | -5 | $10,077 |
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52,021 | -2,473 | $9,942 |
HON | 52,021 | -2,473 | $9,942 |
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28,376 | -679 | $9,745 |
LLY | 28,376 | -679 | $9,745 |
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124,703 | +21,526 | $9,612 |
NEE | 124,703 | +21,526 | $9,612 |
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20,467 | +2,463 | $9,470 |
CTAS | 20,467 | +2,463 | $9,470 |
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56,955 | -5,974 | $9,293 |
WM | 56,955 | -5,974 | $9,293 |
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52,991 | -4,795 | $9,083 |
TRV | 52,991 | -4,795 | $9,083 |
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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
![]() 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 |