HoldingsChannel.com
Independent Advisor Alliance Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
APPLE INC 207,368 +30,000 $37,831
     AAPL207,368+30,000$37,831
AMAZON COM INC 20,193 +1,766 $37,220
     AMZN20,193+1,766$37,220
MICROSOFT CORP      $27,517
     MSFT215,729+21,391$27,511
     Call4-5,378$6
VISA INC 96,180 +2,302 $16,487
     V96,180+2,302$16,487
PROCTER AND GAMBLE CO 150,102 +2,290 $16,011
     PG150,102+2,290$16,011
JOHNSON & JOHNSON 101,338 +8,611 $12,997
     JNJ101,338+8,611$12,997
FACEBOOK INC 66,070 +12,849 $12,752
     FB66,070+12,849$12,752
SOUTHERN CO 241,460 +38,287 $12,213
     SO241,460+38,287$12,213
HOME DEPOT INC 58,491 +392 $11,416
     HD58,491+392$11,416
DUKE ENERGY CORP NEW 148,517 +1,257 $10,954
     DUK148,517+1,257$10,954
BERKSHIRE HATHAWAY INC DEL      $10,797
     BRK.B51,190+6,175$10,479
     BRK.A1UNCH$318
DISNEY WALT CO 82,097 +18,683 $10,694
     DIS82,097+18,683$10,694
VERIZON COMMUNICATIONS INC      $10,396
     VZ199,837-8,978$10,396
     Put22,671+22,671$0
AT&T INC 335,748 +28,367 $10,215
     T335,748+28,367$10,215
ALPHABET INC      $9,973
     GOOG9,463+1,973$9,952
     Call0UNCH$21
NETFLIX INC 28,424 -389 $9,949
     NFLX28,424-389$9,949
MCDONALDS CORP 47,614 +6,663 $9,290
     MCD47,614+6,663$9,290
BOEING CO 29,222 +703 $9,288
     BA29,222+703$9,288
JPMORGAN CHASE & CO 90,433 +4,275 $8,794
     JPM90,433+4,275$8,794
EXXON MOBIL CORP 131,043 +20,499 $8,188
     XOM131,043+20,499$8,188
ALPHABET INC 7,640 +387 $7,803
     GOOGL7,640+387$7,803
COCA COLA CO 163,191 +52,016 $7,483
     KO163,191+52,016$7,483
MITEK SYS INC 690,770 +56,350 $6,866
     MITK690,770+56,350$6,866
PEPSICO INC 54,262 +4,914 $6,188
     PEP54,262+4,914$6,188
CHEVRON CORP NEW 53,140 +2,039 $6,168
     CVX53,140+2,039$6,168
LOCKHEED MARTIN CORP 20,167 -248 $5,775
     LMT20,167-248$5,775
WALMART INC 61,714 +3,738 $5,564
     WMT61,714+3,738$5,564
ALTRIA GROUP INC 106,237 +3,686 $4,780
     MO106,237+3,686$4,780
BANK AMER CORP 184,739 +5,504 $4,765
     BAC184,739+5,504$4,765
MASTERCARD INC 18,646 +2,510 $4,728
     MA18,646+2,510$4,728
ENBRIDGE INC 139,344 +14,268 $4,670
     ENB139,344+14,268$4,670
INTEL CORP 103,346 +17,025 $4,343
     INTC103,346+17,025$4,343
DOMINION ENERGY INC 59,558 +12,113 $4,281
     D59,558+12,113$4,281
UNITEDHEALTH GROUP INC 20,731 -4,274 $4,275
     UNH20,731-4,274$4,275
CISCO SYS INC 84,707 +7,531 $4,239
     CSCO84,707+7,531$4,239
HONEYWELL INTL INC 29,418 +9,347 $4,171
     HON29,418+9,347$4,171
PFIZER INC 100,079 +13,960 $4,045
     PFE100,079+13,960$4,045
3M CO 22,596 +1,630 $3,654
     MMM22,596+1,630$3,654
BLACKSTONE GROUP L P 81,163 +6,595 $3,605
     BX81,163+6,595$3,605
NEXTERA ENERGY INC 17,560 +4,676 $3,390
     NEE17,560+4,676$3,390
UNITED TECHNOLOGIES CORP 25,472 +1,748 $3,316
     UTX25,472+1,748$3,316
LOWES COS INC 32,571 +573 $3,287
     LOW32,571+573$3,287
ALIBABA GROUP HLDG LTD 19,300 +6,095 $3,270
     BABA19,300+6,095$3,270
WASTE MGMT INC DEL 32,516 +4,413 $3,231
     WM32,516+4,413$3,231
LILLY ELI & CO 28,797 -253 $3,190
     LLY28,797-253$3,190
CSX CORP 40,376 -318 $3,124
     CSX40,376-318$3,124
CINCINNATI FINL CORP 28,759 +4,314 $2,981
     CINF28,759+4,314$2,981
NIKE INC 34,461 -15,980 $2,893
     NKE34,461-15,980$2,893
ABBVIE INC 44,435 -3,191 $2,889
     ABBV44,435-3,191$2,889
UNITED PARCEL SERVICE INC 29,500 +644 $2,852
     UPS29,500+644$2,852

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 06/30/2019: $691,065
At 03/31/2019: $711,140

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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