Independent Advisor Alliance

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$2.75B
Signature - Title
Jessica Sexton - CCO
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Independent Advisor Alliance. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Independent Advisor Alliance reported 704 stock holdings with total value $2.75B as of Q3 2024. Top holdings included AAPL, ABCB, NVDA, MSFT, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 704 $2.75B +$166M -$460M -$293M AAPL, ABCB, NVDA, MSFT, AMZN 13F-HR 11/12/2024, 08:59 PM
Q2 2024 702 $2.92B +$316M -$121M +$194M AAPL, NVDA, MSFT, ABCB, VTI 13F-HR 8/12/2024, 04:44 PM
Q1 2024 702 $2.77B +$122M -$369M -$247M AAPL, MSFT, ABCB, VTI, AMZN 13F-HR 5/8/2024, 10:39 AM
Q4 2023 679 $2.77B +$377M -$69.5M +$308M VTI, AAPL, ABCB, MSFT, AMZN 13F-HR 2/8/2024, 05:19 PM
Q3 2023 650 $2.21B +$113M -$98.5M +$14.2M AAPL, MSFT, ABCB, VTI, AMZN 13F-HR 10/24/2023, 11:13 AM
Q2 2023 667 $2.27B +$126M -$68.9M +$56.7M AAPL, MSFT, VTI, ABCB, AMZN 13F-HR 7/28/2023, 04:47 PM
Q1 2023 669 $2.07B +$266M -$103M +$163M AAPL, MSFT, VTI, ABCB, AMZN 13F-HR 5/12/2023, 11:41 AM
Q4 2022 422 $1.82B +$219M -$223M -$4.28M AAPL, ABCB, MSFT, VTI, AMZN 13F-HR 2/13/2023, 03:05 PM
Q3 2022 624 $1.71B +$202M -$123M +$79.6M AAPL, MSFT, AMZN, VTI, VTEB 13F-HR 11/4/2022, 10:23 AM
Q2 2022 618 $1.79B +$235M -$115M +$121M AAPL, MSFT, AMZN, GOOGL, PG 13F-HR 8/4/2022, 10:55 AM
Q1 2022 662 $2.08B +$272M -$123M +$149M AAPL, MSFT, AMZN, GOOGL, HD 13F-HR 5/6/2022, 12:53 PM
Q4 2021 675 $2.03B +$177M -$99.7M +$77M AAPL, MSFT, AMZN, GOOGL, HD 13F-HR 2/10/2022, 06:22 PM
Q3 2021 633 $1.8B +$135M -$130M +$5.66M AAPL, AMZN, MSFT, GOOGL, HD 13F-HR 11/1/2021, 04:04 PM
Q2 2021 617 $1.82B +$153M -$133M +$20M AAPL, AMZN, MSFT, GOOGL, HD 13F-HR 8/12/2021, 02:53 PM
Q1 2021 589 $1.69B +$242M -$85.6M +$157M AAPL, AMZN, MSFT, GOOGL, JNJ 13F-HR 5/14/2021, 04:19 PM
Q4 2020 540 $1.47B +$146M -$124M +$22M AAPL, AMZN, MSFT, GOOGL, V 13F-HR 2/11/2021, 11:14 AM
Q3 2020 499 $1.32B +$451M -$81M +$370M AAPL, AMZN, MSFT, HD, PG 13F-HR 11/4/2020, 11:46 AM
Q2 2020 487 $926M +$144M -$48.8M +$95.5M AAPL, AMZN, MSFT, PG, V 13F-HR 8/6/2020, 02:37 PM
Q1 2020 417 $687M +$73.9M -$1.43B -$1.36B AAPL, AMZN, MSFT, PG, V 13F-HR 5/14/2020, 02:07 PM
Q4 2019 880 $2.29B +$1.47B -$50M +$1.42B IVV, USMV, AAPL, QQQ, SPY 13F-HR 2/6/2020, 09:34 PM
Q3 2019 449 $819M +$114M -$34.3M +$79.8M AAPL, AMZN, MSFT, PG, V 13F-HR 11/12/2019, 07:20 AM
Q2 2019 444 $691M +$74.2M -$84.8M -$10.7M AAPL, AMZN, MSFT, V, PG 13F-HR 8/12/2019, 05:21 PM
Q1 2019 435 $710M +$129M -$51.1M +$77.6M AAPL, AMZN, MSFT, PG, V 13F-HR 5/7/2019, 01:18 PM
Q4 2018 399 $563M +$136M -$43.4M +$92.3M AAPL, AMZN, MSFT, V, PG 13F-HR 2/12/2019, 02:47 PM
Q3 2018 365 $439M +$68.4M -$55.7M +$12.8M V, NFLX, HD, JNJ, UNH 13F-HR 11/13/2018, 09:43 AM
Q2 2018 344 $402M +$43.3M -$27.4M +$15.9M MSFT, META, V, HD, JNJ 13F-HR 8/8/2018, 04:51 PM
Q1 2018 343 $402M +$50.9M -$59.2M -$8.27M MSFT, META, V, JPM, JNJ 13F-HR 5/15/2018, 12:20 PM
Q4 2017 324 $443M +$65.8M -$14.5M +$51.3M AAPL, AMZN, META, MSFT, HD 13F-HR 2/14/2018, 04:14 PM
Q3 2017 271 $364M +$50.8M -$18.9M +$31.8M AAPL, AMZN, META, MO, MSFT 13F-HR 11/15/2017, 09:52 AM
Q2 2017 242 $302M +$52M -$374M -$322M AAPL, AMZN, META, MO, JNJ 13F-HR 8/14/2017, 03:54 PM
Q1 2017 398 $631M +$408M -$18.6M +$389M VTI, AAPL, AGG, QQQ, PGX 13F-HR 5/9/2017, 05:17 PM
Q4 2016 182 $233M $0 $0 AAPL, MO, PM, META, T Restatement 5/19/2017, 11:39 AM