INDEPENDENT ADVISOR ALLIANCE
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PFE | 214K | $5.46M |
 | AVGO | 211K | $69.64M |
 | MFA | 203K | $1.87M |
 | FSK | 195K | $2.91M |
 | LXP | 184K | $1.65M |
 | HSAI | 183K | $5.15M |
 | JPM | 177K | $55.91M |
 | SSRM | 173K | $4.22M |
 | OCSL | 164K | $2.14M |
 | SMCI | 160K | $7.68M |
 | ABSI | 154K | $467.72K |
 | SO | 145K | $13.78M |
 | DUK | 137K | $16.91M |
 | PLTR | 137K | $24.90M |
 | PG | 134K | $20.64M |
 | EPD | 133K | $4.16M |
 | CMCSA | 130K | $4.10M |
 | TMC | 130K | $829.79K |
 | BRK-B | 125K | $62.97M |
 | MO | 123K | $8.10M |
Pfizer Inc.
PFE
Shares Held
214K
Value
$5.46M
Broadcom Inc.
AVGO
Shares Held
211K
Value
$69.64M
MFA Financial, Inc.
MFA
Shares Held
203K
Value
$1.87M
FS KKR Capital Corp.
FSK
Shares Held
195K
Value
$2.91M
LXP Industrial Trust
LXP
Shares Held
184K
Value
$1.65M
Hesai Group
HSAI
Shares Held
183K
Value
$5.15M
JPMorgan Chase & Co.
JPM
Shares Held
177K
Value
$55.91M
SSR Mining Inc.
SSRM
Shares Held
173K
Value
$4.22M
Oaktree Specialty Lending Corporation
OCSL
Shares Held
164K
Value
$2.14M
Super Micro Computer, Inc.
SMCI
Shares Held
160K
Value
$7.68M
Absci Corporation
ABSI
Shares Held
154K
Value
$467.72K
The Southern Company
SO
Shares Held
145K
Value
$13.78M
Duke Energy Corporation
DUK
Shares Held
137K
Value
$16.91M
Palantir Technologies Inc.
PLTR
Shares Held
137K
Value
$24.90M
The Procter & Gamble Company
PG
Shares Held
134K
Value
$20.64M
Enterprise Products Partners L.P.
EPD
Shares Held
133K
Value
$4.16M
Comcast Corporation
CMCSA
Shares Held
130K
Value
$4.10M
TMC the metals company Inc.
TMC
Shares Held
130K
Value
$829.79K
Berkshire Hathaway Inc.
BRK-B
Shares Held
125K
Value
$62.97M
Altria Group, Inc.
MO
Shares Held
123K
Value
$8.10M