INDEPENDENT ADVISOR ALLIANCE
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CCJ | 5K | $454.56K |
 | ADSK | 5K | $1.71M |
 | NVS | 5K | $690.35K |
 | LPLA | 5K | $1.78M |
 | SFBS | 5K | $428.58K |
 | AMT | 5K | $1.02M |
 | CHRW | 5K | $701.93K |
 | CXT | 5K | $354.80K |
 | XYL | 5K | $778.36K |
 | CI | 5K | $1.51M |
 | PCAR | 5K | $511.72K |
 | SJM | 5K | $564.71K |
 | CAMT | 5K | $544.05K |
 | TWLO | 5K | $511.69K |
 | NBTB | 5K | $213.00K |
 | SNY | 5K | $240.43K |
 | CCK | 5K | $487.70K |
 | CRDO | 5K | $729.80K |
 | CR | 5K | $905.97K |
 | ECL | 5K | $1.34M |
Cameco Corporation
CCJ
Shares Held
5K
Value
$454.56K
Autodesk, Inc.
ADSK
Shares Held
5K
Value
$1.71M
Novartis AG
NVS
Shares Held
5K
Value
$690.35K
LPL Financial Holdings Inc.
LPLA
Shares Held
5K
Value
$1.78M
ServisFirst Bancshares, Inc.
SFBS
Shares Held
5K
Value
$428.58K
American Tower Corporation
AMT
Shares Held
5K
Value
$1.02M
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
5K
Value
$701.93K
Crane NXT, Co.
CXT
Shares Held
5K
Value
$354.80K
Xylem Inc.
XYL
Shares Held
5K
Value
$778.36K
Cigna Corporation
CI
Shares Held
5K
Value
$1.51M
PACCAR Inc
PCAR
Shares Held
5K
Value
$511.72K
The J. M. Smucker Company
SJM
Shares Held
5K
Value
$564.71K
Camtek Ltd.
CAMT
Shares Held
5K
Value
$544.05K
Twilio Inc.
TWLO
Shares Held
5K
Value
$511.69K
NBT Bancorp Inc.
NBTB
Shares Held
5K
Value
$213.00K
Sanofi
SNY
Shares Held
5K
Value
$240.43K
Crown Holdings, Inc.
CCK
Shares Held
5K
Value
$487.70K
Credo Technology Group Holding Ltd
CRDO
Shares Held
5K
Value
$729.80K
Crane Company
CR
Shares Held
5K
Value
$905.97K
Ecolab Inc.
ECL
Shares Held
5K
Value
$1.34M