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INDEPENDENT ADVISOR ALLIANCE
INDEPENDENT ADVISOR ALLIANCE
Latest filing: 2026-06-30
INDEPENDENT ADVISOR ALLIANCE runs INDEPENDENT ADVISOR ALLIANCE and currently holds 1,054 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $4.27B. Their top holdings are NVDA, AAPL, ABCB, AMD, AMZN. The top five represent 29.6% of reported portfolio weight. INDEPENDENT ADVISOR ALLIANCE ranks #325 out of 1000 investors tracked by Alpha Score. In the most recent quarter, INDEPENDENT ADVISOR ALLIANCE initiated 1 new position. They added to 55 existing positions. They trimmed 44 positions. Their current best-performing preview position is ABSI with returns of +286.33%.
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1,054 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 11.05% | $102.62 | $214.76 | +109.28% | Added +13.02% |
 AAPL APPLE INC | 6.02% | $93.15 | $309.35 | +232.10% | Added +1.86% |
 ABCB AMERIS BANCORP | 5.60% | $47.61 | $86.16 | +80.97% | Added +0.00% |
 AMD ADVANCED MICRO DEVICES INC | 3.89% | $123.74 | $473.25 | +282.46% | Added +9.66% |
 AMZN AMAZON COM INC | 3.09% | $119.81 | $258.63 | +115.87% | Added +2.78% |
 MSFT MICROSOFT CORP | 2.71% | $213.72 | $483.24 | +126.11% | Added +1.27% |
 GOOG ALPHABET INC | 2.09% | $90.68 | $341.75 | +276.87% | Trimmed -0.16% |
 GOOGL ALPHABET INC | 2.01% | $97.54 | $344.82 | +253.52% | Added +1.75% |
 AVGO BROADCOM INC | 1.77% | $89.86 | $368.45 | +310.03% | Trimmed -1.51% |
 MU MICRON TECHNOLOGY INC | 1.50% | $435.44 | $966.78 | +122.02% | Added +46.43% |
Showing 1-10 of 1,054