INDEPENDENT ADVISOR ALLIANCE
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LNT | 10K | $674.17K |
 | MCHX | 10K | $17.90K |
 | CRDL | 10K | $10.70K |
 | ESPR | 10K | $26.50K |
 | SYK | 10K | $3.56M |
 | NOW | 10K | $8.86M |
 | MKC | 10K | $637.35K |
 | BALL | 9K | $477.50K |
 | AOS | 9K | $675.51K |
 | UL | 9K | $544.70K |
 | OKLO | 9K | $1.03M |
 | BMO | 9K | $1.19M |
 | URI | 9K | $8.70M |
 | FBNC | 9K | $479.47K |
 | TMO | 9K | $4.33M |
 | ALB | 9K | $721.58K |
 | JOE | 9K | $438.49K |
 | TRGP | 9K | $1.48M |
 | APLD | 9K | $202.06K |
 | IR | 9K | $726.96K |
Alliant Energy Corporation
LNT
Shares Held
10K
Value
$674.17K
Marchex, Inc.
MCHX
Shares Held
10K
Value
$17.90K
Cardiol Therapeutics Inc.
CRDL
Shares Held
10K
Value
$10.70K
Esperion Therapeutics, Inc.
ESPR
Shares Held
10K
Value
$26.50K
Stryker Corporation
SYK
Shares Held
10K
Value
$3.56M
ServiceNow, Inc.
NOW
Shares Held
10K
Value
$8.86M
McCormick & Company, Incorporated
MKC
Shares Held
10K
Value
$637.35K
Ball Corporation
BALL
Shares Held
9K
Value
$477.50K
A. O. Smith Corporation
AOS
Shares Held
9K
Value
$675.51K
Unilever PLC
UL
Shares Held
9K
Value
$544.70K
Oklo Inc.
OKLO
Shares Held
9K
Value
$1.03M
Bank of Montreal
BMO
Shares Held
9K
Value
$1.19M
United Rentals, Inc.
URI
Shares Held
9K
Value
$8.70M
First Bancorp
FBNC
Shares Held
9K
Value
$479.47K
Thermo Fisher Scientific Inc.
TMO
Shares Held
9K
Value
$4.33M
Albemarle Corporation
ALB
Shares Held
9K
Value
$721.58K
The St. Joe Company
JOE
Shares Held
9K
Value
$438.49K
Targa Resources Corp.
TRGP
Shares Held
9K
Value
$1.48M
Applied Digital Corporation
APLD
Shares Held
9K
Value
$202.06K
Ingersoll Rand Inc.
IR
Shares Held
9K
Value
$726.96K