INDEPENDENT ADVISOR ALLIANCE
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APH | 17K | $2.11M |
 | PRU | 17K | $1.76M |
 | LEN | 17K | $2.13M |
 | CRWD | 17K | $8.25M |
 | LB | 17K | $888.62K |
 | SYF | 17K | $1.18M |
 | KMB | 16K | $2.05M |
 | LIN | 16K | $7.79M |
 | IVZ | 16K | $375.83K |
 | EQT | 16K | $875.43K |
 | DVN | 16K | $560.14K |
 | BULL | 16K | $235.46K |
 | KGEI | 16K | $87.08K |
 | OTIS | 15K | $1.41M |
 | RCL | 15K | $4.99M |
 | FSM | 15K | $136.59K |
 | FORA | 15K | $34.23K |
 | BWA | 15K | $659.01K |
 | CCBG | 15K | $615.19K |
 | MMLP | 15K | $45.00K |
Amphenol Corporation
APH
Shares Held
17K
Value
$2.11M
Prudential Financial, Inc.
PRU
Shares Held
17K
Value
$1.76M
Lennar Corporation
LEN
Shares Held
17K
Value
$2.13M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
17K
Value
$8.25M
LandBridge Company LLC
LB
Shares Held
17K
Value
$888.62K
Synchrony Financial
SYF
Shares Held
17K
Value
$1.18M
Kimberly-Clark Corporation
KMB
Shares Held
16K
Value
$2.05M
Linde plc
LIN
Shares Held
16K
Value
$7.79M
Invesco Ltd.
IVZ
Shares Held
16K
Value
$375.83K
EQT Corporation
EQT
Shares Held
16K
Value
$875.43K
Devon Energy Corporation
DVN
Shares Held
16K
Value
$560.14K
Webull Corporation Class A Ordinary Shares
BULL
Shares Held
16K
Value
$235.46K
Kolibri Global Energy Inc.
KGEI
Shares Held
16K
Value
$87.08K
Otis Worldwide Corporation
OTIS
Shares Held
15K
Value
$1.41M
Royal Caribbean Cruises Ltd.
RCL
Shares Held
15K
Value
$4.99M
Fortuna Mining Corp.
FSM
Shares Held
15K
Value
$136.59K
Forian Inc.
FORA
Shares Held
15K
Value
$34.23K
BorgWarner Inc.
BWA
Shares Held
15K
Value
$659.01K
Capital City Bank Group, Inc.
CCBG
Shares Held
15K
Value
$615.19K
Martin Midstream Partners L.P.
MMLP
Shares Held
15K
Value
$45.00K