Independent Advisor Alliance

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Charlotte, NC
CIK
0001696899
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 678 2,776,190 VTI, AAPL, ABCB, MSFT 13F-HR 2/8/2024 000106299324002591
Q3 2023 650 2,210,953 AAPL, MSFT, ABCB, VTI 13F-HR 10/24/2023 000106299323019646
Q2 2023 667 2,269,742 AAPL, MSFT, VTI, ABCB 13F-HR 7/28/2023 000106299323015432
Q1 2023 669 2,074,185 AAPL, MSFT, VTI, ABCB 13F-HR 5/12/2023 000106299323010900
Q4 2022 421 291,023,368 VTI, VTEB, VXUS, VOO 13F-HR 2/13/2023 000106299323002835
Q3 2022 625 1,714,823 AAPL, MSFT, AMZN, VTI 13F-HR 11/4/2022 000106299322021561
Q2 2022 619 1,790,942 AAPL, MSFT, AMZN, GOOGL 13F-HR 8/4/2022 000106299322017239
Q1 2022 662 2,077,463 AAPL, MSFT, AMZN, GOOGL 13F-HR 5/6/2022 000106299322011733
Q4 2021 675 2,027,289 AAPL, MSFT, AMZN, GOOGL 13F-HR 2/10/2022 000106299322003581
Q3 2021 633 1,798,582 AAPL, AMZN, MSFT, GOOGL 13F-HR 11/1/2021 000106299321010058
Q2 2021 618 1,824,980 AAPL, AMZN, MSFT, GOOGL 13F-HR 8/12/2021 000106299321007403
Q1 2021 589 1,686,125 AAPL, AMZN, MSFT, GOOGL 13F-HR 5/14/2021 000106299321004590
Q4 2020 591 1,473,569 AAPL, AMZN, MSFT, GOOGL 13F-HR 2/11/2021 000106299321001256
Q3 2020 491 1,317,697 AAPL, AMZN, MSFT, HD 13F-HR 11/4/2020 000106299320005374
Q2 2020 493 934,641 AAPL, AMZN, MSFT, PG 13F-HR 8/6/2020 000106299320003735
Q1 2020 431 687,304 AAPL, AMZN, MSFT, PG 13F-HR 5/14/2020 000106299320002375
Q4 2019 889 2,292,001 IVV, USMV, AAPL, QQQ 13F-HR 2/7/2020 000106299320000496
Q3 2019 454 818,827 AAPL, AMZN, MSFT, PG 13F-HR 11/12/2019 000106299319004274
Q2 2019 433 691,065 AAPL, AMZN, MSFT, V 13F-HR 8/12/2019 000106299319003312
Q1 2019 441 711,140 AAPL, AMZN, MSFT, PG 13F-HR 5/7/2019 000106299319002024
Q4 2018 398 564,823 AAPL, AMZN, MSFT, V 13F-HR 2/12/2019 000106299319000693
Q3 2018 388 555,394 AMZN calls, AAPL calls, MSFT calls, V 13F-HR 11/13/2018 000106299318004534
Q2 2018 359 480,627 AAPL calls, AMZN calls, MSFT, META 13F-HR 8/8/2018 000106299318003198
Q1 2018 348 448,650 AAPL puts, AMZN puts, MSFT, META 13F-HR 5/15/2018 000106299318002225
Q4 2017 328 447,641 AAPL, AMZN, META, MSFT 13F-HR 2/14/2018 000106299318000830
Q3 2017 267 363,801 AAPL, AMZN, META, MO 13F-HR 11/15/2017 000106299317004980
Q2 2017 246 313,992 AAPL, AMZN, META, MO 13F-HR 8/14/2017 000106299317003813
Q1 2017 398 631,030 CLAYMORE EXCHANGE TRD FD TR, VTI, AAPL, AGG 13F-HR 5/9/2017 000106299317002303
Q4 2016 182 233,277 AAPL, MO, PM, META RESTATEMENT 5/19/2017 000106299317002631
Additional filings from Independent Advisor Alliance that have since been restated