Independent Advisor Alliance
Follow13F filer, CIK 1696899, CHARLOTTE, NC
Independent Advisor Alliance reported $3,027,974,667 across 813 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-12. Its ten largest share positions make up 33.21% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001062993-25-009080
- Period
- 2025-03-31
- Reported value
- $3.03B
- Holdings
- 813
- Top 10 weight
- 33.21%
- New
- 62
- Sold out
- 596
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NVDAadded | +111,746 | $12.1M |
| FTGSnew | +237,615 | $7.07M |
| GRMNadded | +19,232 | $4.18M |
| GLDadded | +13,842 | $3.99M |
| PLTRadded | +40,204 | $3.39M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SPYMreduced | -2,947,578 | -$194M |
| QQQMexited | -654,262 | -$138M |
| SPYGreduced | -1,579,331 | -$127M |
| IVVreduced | -210,533 | -$118M |
| SPYreduced | -201,472 | -$113M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 813 share positions
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SQLVLEGG MASON ETF INVT | 6,200 | $264K | shares |
| ROUSLATTICE STRATEGIES TR | 5,172 | $263K | shares |
| ISTBISHARES TR | 5,503 | $263K | shares |
| DEEPETF SER SOLUTIONS | 7,585 | $262K | shares |
| ARTYISHARES TR | 7,062 | $262K | shares |
| FTGCFIRST TR EXCHANGE TRAD FD VI | 10,851 | $260K | shares |
| BBYBEST BUY INC | 3,002 | $258K | shares |
| IHFISHARES TR | 5,360 | $257K | shares |
| AOMISHARES TR | 5,911 | $257K | shares |
| PKBINVESCO EXCHANGE TRADED FD T | 3,390 | $257K | shares |
| INCMFRANKLIN TEMPLETON ETF TR | 9,659 | $252K | shares |
| BBHVANECK ETF TRUST | 1,595 | $250K | shares |
| JLSNUVEEN MORTGAGE AND INCOME F | 13,885 | $250K | shares |
| SHRYFIRST TR EXCHANGE TRADED FD | 6,283 | $250K | shares |
| PHYSSPROTT ASSET MANAGEMENT LP | 12,388 | $249K | shares |
| IYJISHARES TR | 1,855 | $248K | shares |
| WTVWISDOMTREE TR | 2,961 | $247K | shares |
| BALLBALL CORP | 4,478 | $247K | shares |
| RDIVINVESCO EXCH TRADED FD TR II | 5,080 | $245K | shares |
| GDXJVANECK ETF TRUST | 5,729 | $245K | shares |
| SJNKSPDR SERIES TRUST | 9,682 | $244K | shares |
| SUSCISHARES TR | 10,728 | $244K | shares |
| HQHABRDN HEALTHCARE INVESTORS | 15,163 | $243K | shares |
| BDJBLACKROCK ENHANCED EQUITY DI | 29,374 | $243K | shares |
| ESGDISHARES TR | 3,192 | $243K | shares |
| FVCFIRST TR EXCHANGE TRADED FD | 6,644 | $243K | shares |
| CDCVICTORY PORTFOLIOS II | 3,877 | $243K | shares |
| ESGEISHARES INC | 7,239 | $242K | shares |
| FDLOFIDELITY COVINGTON TRUST | 3,968 | $240K | shares |
| GUGGUGGENHEIM ACTIVE ALLOC FD | 16,103 | $239K | shares |
| RMDRESMED INC | 1,008 | $231K | shares |
| USMCPRINCIPAL EXCHANGE TRADED FD | 3,835 | $230K | shares |
| DFATDIMENSIONAL ETF TRUST | 4,124 | $230K | shares |
| FNYFIRST TR EXCHANGE-TRADED ALP | 2,863 | $229K | shares |
| UDOWPROSHARES TR | 2,410 | $228K | shares |
| BLOKAMPLIFY ETF TR | 5,199 | $225K | shares |
| DLSWISDOMTREE TR | 3,560 | $224K | shares |
| IMCGISHARES TR | 2,959 | $224K | shares |
| PFMINVESCO EXCHANGE TRADED FD T | 4,816 | $221K | shares |
| FPXIFIRST TR EXCHANGE-TRADED FD | 4,682 | $221K | shares |
| TQQQPROSHARES TR | 2,780 | $220K | shares |
| PSKSPDR SERIES TRUST | 6,653 | $219K | shares |
| SYLDCAMBRIA ETF TR | 3,201 | $219K | shares |
| SPYXSPDR SERIES TRUST | 4,551 | $219K | shares |
| LDOSLEIDOS HOLDINGS INC | 1,515 | $218K | shares |
| RVTROYCE SMALL CAP TRUST INC | 13,800 | $218K | shares |
| AMERICAN CENTY ETF TRAMERICAN CENTY ETF TR | 6,059 | $218K | shares |
| AGZDWISDOMTREE TR | 9,592 | $215K | shares |
| RNRRENAISSANCERE HLDGS LTD | 864 | $215K | shares |
| SIVRABRDN SILVER ETF TRUST | 7,788 | $215K | shares |
| GBILGOLDMAN SACHS ETF TR | 2,147 | $215K | shares |
| RFVINVESCO EXCHANGE TRADED FD T | 1,750 | $212K | shares |
| BIZDVANECK ETF TRUST | 12,630 | $210K | shares |
| XFFCXFLAHERTY & CRUMRIN PFD & INM | 13,504 | $210K | shares |
| IBPINSTALLED BLDG PRODS INC | 1,190 | $209K | shares |
| SMRNUSCALE PWR CORP | 11,576 | $208K | shares |
| SPEUSPDR INDEX SHS FDS | 5,190 | $207K | shares |
| CMACOMERICA INC | 3,337 | $206K | shares |
| ULSTSSGA ACTIVE ETF TR | 5,078 | $205K | shares |
| FLDRFIDELITY MERRIMACK STR TR | 4,106 | $205K | shares |
| DFAXDIMENSIONAL ETF TRUST | 8,157 | $203K | shares |
| FNDESCHWAB STRATEGIC TR | 6,966 | $202K | shares |
| FSCSFIRST TR EXCHANGE TRADED FD | 5,662 | $200K | shares |
| NZFNUVEEN MUN CR INCOME FD | 15,988 | $195K | shares |
| PGFINVESCO EXCHANGE TRADED FD T | 13,287 | $193K | shares |
| Nexxen International LTDNexxen International LTD | 19,007 | $190K | shares |
| PDOPIMCO DYNAMIC INCOME OPRNTS | 13,882 | $189K | shares |
| CRFCORNERSTONE TOTAL RETURN FD | 21,659 | $188K | shares |
| ZETAZETA GLOBAL HOLDINGS CORP | 10,279 | $185K | shares |
| KEYKEYCORP | 10,652 | $183K | shares |
| PIONEER MUN HIGH INCOME OPPOPIONEER MUN HIGH INCOME OPPO | 14,515 | $172K | shares |
| DVALFRANKLIN TEMPLETON ETF TR | 12,330 | $166K | shares |
| GLOBAL BLUE GROUP HOLDING A…GLOBAL BLUE GROUP HOLDING AG ORD … | 23,800 | $165K | shares |
| PHKPIMCO HIGH INCOME FD | 33,896 | $165K | shares |
| FSCOFS CREDIT OPPORTUNITIES CORP | 23,550 | $161K | shares |
| OPPRIVERNORTH DOUBLELINE STRATE | 18,774 | $157K | shares |
| GRXGABELLI HEALTHCARE & WELLNES | 15,225 | $147K | shares |
| PSLVSPROTT ASSET MANAGEMENT LP | 14,888 | $144K | shares |
| TMETENCENT MUSIC ENTMT GROUP | 12,597 | $143K | shares |
| ICLNISHARES TR | 12,412 | $141K | shares |
| BTZBLACKROCK CR ALLOCATION | 13,378 | $140K | shares |
| NIMNUVEEN SELECT MAT MUN FD | 15,000 | $131K | shares |
| MHFWESTERN ASSET MUN HIGH INCOM | 18,890 | $128K | shares |
| LEOBNY MELLON STRATEGIC MUNS IN | 21,023 | $127K | shares |
| XMYDXBLACKROCK MUNIYIELD FUND | 11,574 | $120K | shares |
| GGZGABELLI GLOBAL SMALL & MID C | 10,090 | $118K | shares |
| EDDMORGAN STANLEY EMERGING MKTS | 25,804 | $117K | shares |
| RIVRIVERNORTH OPPORTUNITIES FD | 10,023 | $115K | shares |
| XIGDXVOYA GLBL EQTY DIV & PREM OP | 19,368 | $105K | shares |
| ARCOARCOS DORADOS HLDGS INC | 10,514 | $76.5K | shares |
| OXFORD LANE CAP CORPOXFORD LANE CAP CORP | 13,855 | $70.2K | shares |
| USALIBERTY ALL STAR EQUITY FD | 10,073 | $70K | shares |
| PSECPROSPECT CAP CORP | 14,420 | $62.2K | shares |
| AMPLIFY ALTERNATIVE HARVEST…AMPLIFY ALTERNATIVE HARVEST ETF | 26,821 | $60.1K | shares |
| XAWPXABRDN GLOBAL PREMIER PROPERT | 12,492 | $48.2K | shares |
| HIOWESTERN ASSET HIGH INCOME OP | 11,257 | $44.2K | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001062993-25-009080 | base | 2025-05-12 | acceptance time not in the bulk data set |