Independent Advisor Alliance
CIK
1696899
City
CHARLOTTE
State / Country
NC
Top Portfolio Positions
816 positions ·
$3,425,124,503 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,086,679 | $363,916,816 | 10.62% | |
| AAPL |
Apple Inc.
Technology
|
871,524 | $221,184,075 | 6.46% | |
| ABCB |
Ameris Bancorp
Financial Services
|
2,647,757 | $206,498,568 | 6.03% | |
| SPY |
Spdr S&P 500 ETF Trust
|
244,977 | $159,318,341 | 4.65% | |
| MSFT |
Microsoft Corp
Technology
|
306,720 | $113,538,541 | 3.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
539,033 | $112,264,402 | 3.28% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
149,170 | $86,097,940 | 2.51% | |
| GLD |
Spdr Gold Trust
|
158,277 | $68,105,009 | 1.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
235,686 | $67,773,866 | 1.98% | |
| AVGO |
Broadcom Inc.
Technology
|
202,643 | $62,720,034 | 1.83% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PTA
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,519,532 | 81,085 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $604,180 | 31,435 | Shares | Sole | 2025-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||