Independent Advisor Alliance

CIK
1696899
City
CHARLOTTE
State / Country
NC

Top Portfolio Positions

813 positions · $3,362,333,553 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
2,086,679 $363,916,816 10.82%
AAPL
Apple Inc.
Technology
871,524 $221,184,075 6.58%
ABCB
Ameris Bancorp
Financial Services
2,647,757 $206,498,568 6.14%
SPY
Spdr S&P 500 Etf Trust
244,977 $159,318,341 4.74%
MSFT
Microsoft Corp
Technology
306,720 $113,538,541 3.38%
AMZN
Amazon Com Inc
Consumer Cyclical
539,033 $112,264,402 3.34%
QQQ
Invesco Qqq Trust, Series 1
149,170 $86,097,940 2.56%
GLD
Spdr Gold Trust
158,277 $68,105,009 2.03%
GOOGL
Alphabet Inc.
Communication Services
235,686 $67,773,866 2.02%
AVGO
Broadcom Inc.
Technology
202,643 $62,720,034 1.87%

Holdings in QUAD

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Report Date Value (USD) Shares
2026-03-31 $117,075 17,712