INDEPENDENT ADVISOR ALLIANCE
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CBRE | 5K | $759.75K |
 | MMC | 5K | $962.58K |
 | SNPS | 5K | $2.35M |
 | EVRG | 5K | $350.92K |
 | VRSK | 5K | $1.16M |
 | R | 5K | $859.25K |
 | DDOG | 5K | $646.46K |
 | DHR | 5K | $899.92K |
 | NDAQ | 4K | $394.18K |
 | AJG | 4K | $1.37M |
 | W | 4K | $391.89K |
 | HROW | 4K | $209.82K |
 | TXT | 4K | $366.65K |
 | EIX | 4K | $239.47K |
 | OTTR | 4K | $348.78K |
 | DGX | 4K | $806.53K |
 | EQH | 4K | $214.54K |
 | CHDN | 4K | $386.29K |
 | CTSH | 4K | $263.18K |
 | PFG | 4K | $324.42K |
CBRE Group, Inc.
CBRE
Shares Held
5K
Value
$759.75K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
5K
Value
$962.58K
Synopsys, Inc.
SNPS
Shares Held
5K
Value
$2.35M
Evergy, Inc.
EVRG
Shares Held
5K
Value
$350.92K
Verisk Analytics, Inc.
VRSK
Shares Held
5K
Value
$1.16M
Ryder System, Inc.
R
Shares Held
5K
Value
$859.25K
Datadog, Inc.
DDOG
Shares Held
5K
Value
$646.46K
Danaher Corporation
DHR
Shares Held
5K
Value
$899.92K
Nasdaq, Inc.
NDAQ
Shares Held
4K
Value
$394.18K
Arthur J. Gallagher & Co.
AJG
Shares Held
4K
Value
$1.37M
Wayfair Inc.
W
Shares Held
4K
Value
$391.89K
Harrow Health, Inc.
HROW
Shares Held
4K
Value
$209.82K
Textron Inc.
TXT
Shares Held
4K
Value
$366.65K
Edison International
EIX
Shares Held
4K
Value
$239.47K
Otter Tail Corporation
OTTR
Shares Held
4K
Value
$348.78K
Quest Diagnostics Incorporated
DGX
Shares Held
4K
Value
$806.53K
Equitable Holdings, Inc.
EQH
Shares Held
4K
Value
$214.54K
Churchill Downs Incorporated
CHDN
Shares Held
4K
Value
$386.29K
Cognizant Technology Solutions Corporation
CTSH
Shares Held
4K
Value
$263.18K
Principal Financial Group, Inc.
PFG
Shares Held
4K
Value
$324.42K