• 13F History

Independent Advisor Alliance

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$7.55B
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 1348 stock holdings with total value $7.55B as of Q4 2024. Top holdings included AAPL, NVDA, SPLG, ABCB, and SPYG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,348 $7.55B +$4.84B -$89.2M +$4.76B AAPL, NVDA, SPLG, ABCB, SPYG 13F-HR 2/7/2025, 03:36 PM
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 +$195M AAPL, NVDA, MSFT, ABCB, VTI 13F-HR 8/12/2024, 04:44 PM
Q1 2024 698 $2.77B +$122M -$369M -$247M AAPL, MSFT, ABCB, VTI, AMZN 13F-HR 5/8/2024, 10:39 AM
Q4 2023 674 $2.76B +$377M -$69.4M +$308M VTI, AAPL, ABCB, MSFT, AMZN 13F-HR 2/8/2024, 05:19 PM
Q3 2023 650 $2.21B +$113M -$75.9M +$36.8M AAPL, MSFT, ABCB, VTI, AMZN 13F-HR 10/24/2023, 11:13 AM
Q2 2023 667 $2.27B +$126M -$52.4M +$73.1M AAPL, MSFT, VTI, ABCB, AMZN 13F-HR 7/28/2023, 04:47 PM
Q1 2023 669 $2.07B +$266M -$75.6M +$191M AAPL, MSFT, VTI, ABCB, AMZN 13F-HR 5/12/2023, 11:41 AM
Q4 2022 420 $1.82B +$219M -$83.2M +$136M AAPL, ABCB, MSFT, VTI, AMZN 13F-HR 2/13/2023, 02:05 PM
Q3 2022 625 $1.71B +$202M -$104M +$98M AAPL, MSFT, AMZN, VTI, VTEB 13F-HR 11/4/2022, 10:23 AM
Q2 2022 617 $1.79B +$235M -$72.2M +$163M AAPL, MSFT, AMZN, GOOGL, PG 13F-HR 8/4/2022, 10:55 AM
Q1 2022 660 $2.08B +$272M -$59.8M +$212M AAPL, MSFT, AMZN, GOOGL, HD 13F-HR 5/6/2022, 12:53 PM
Q4 2021 674 $2.02B +$175M -$66.5M +$108M AAPL, MSFT, AMZN, GOOGL, HD 13F-HR 2/10/2022, 05:22 PM
Q3 2021 632 $1.8B +$136M -$127M +$8.61M AAPL, AMZN, MSFT, GOOGL, HD 13F-HR 11/1/2021, 04:04 PM
Q2 2021 617 $1.82B +$153M -$129M +$24.4M AAPL, AMZN, MSFT, GOOGL, HD 13F-HR 8/12/2021, 02:53 PM
Q1 2021 589 $1.69B +$242M -$85.7M +$157M AAPL, AMZN, MSFT, GOOGL, JNJ 13F-HR 5/14/2021, 04:19 PM
Q4 2020 540 $1.47B +$140M -$112M +$27.9M AAPL, AMZN, MSFT, GOOGL, V 13F-HR 2/11/2021, 10:14 AM
Q3 2020 481 $1.17B +$352M -$62.4M +$289M AMZN, MSFT, HD, PG, V 13F-HR 11/4/2020, 10:46 AM
Q2 2020 469 $832M +$135M -$32.4M +$102M AMZN, MSFT, PG, V, HD 13F-HR 8/6/2020, 02:37 PM
Q1 2020 415 $684M +$73.3M -$423M -$350M AAPL, AMZN, MSFT, PG, V 13F-HR 5/14/2020, 02:07 PM
Q4 2019 875 $2.28B +$1.45B -$37.6M +$1.42B IVV, USMV, AAPL, QQQ, SPY 13F-HR 2/6/2020, 08:34 PM
Q3 2019 446 $818M +$84.2M -$21.9M +$62.3M AAPL, AMZN, MSFT, PG, V 13F-HR 11/12/2019, 06:20 AM
Q2 2019 375 $413M +$47.5M -$13.3M +$34.2M V, PG, META, BRKB, GOOG 13F-HR 8/12/2019, 05:21 PM
Q1 2019 438 $710M +$129M -$30.2M +$99.2M AAPL, AMZN, MSFT, PG, V 13F-HR 5/7/2019, 01:18 PM
Q4 2018 394 $555M +$187M -$18.5M +$168M AAPL, AMZN, MSFT, V, PG 13F-HR 2/12/2019, 01:47 PM
Q3 2018 351 $539M +$110M -$13.7M +$96.6M AMZN, AAPL, MSFT, V, NFLX 13F-HR 11/13/2018, 08:43 AM
Q2 2018 322 $464M +$95.5M -$10.3M +$85.2M AAPL, AMZN, MSFT, META, V 13F-HR 8/8/2018, 04:51 PM
Q1 2018 344 $444M +$95.5M -$10.9M +$84.6M AAPL, AMZN, MSFT, META, V 13F-HR 5/15/2018, 12:20 PM
Q4 2017 323 $447M +$70.5M -$6.16M +$64.3M AAPL, AMZN, META, MSFT, HD 13F-HR 2/14/2018, 03:14 PM
Q3 2017 262 $350M +$48.2M -$14.2M +$34M AAPL, AMZN, MO, MSFT, HD 13F-HR 11/15/2017, 08:52 AM
Q2 2017 221 $302M +$52M -$12.4M +$39.6M AAPL, AMZN, META, MO, JNJ 13F-HR 8/14/2017, 03:54 PM
Q1 2017 398 $631M +$408M -$10.1M +$397M VTI, AAPL, AGG, QQQXXXX, PGXXXXX 13F-HR 5/9/2017, 05:17 PM
Q4 2016 179 $233M AAPL, MO, PM, META, T Restatement 5/19/2017, 11:39 AM