INDEPENDENT ADVISOR ALLIANCE
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UBS | 87K | $3.58M |
 | BE | 85K | $7.17M |
 | WFC | 84K | $7.04M |
 | V | 83K | $28.36M |
 | C | 82K | $8.37M |
 | LYG | 81K | $368.54K |
 | CSX | 80K | $2.84M |
 | CCL | 79K | $2.28M |
 | DMLP | 79K | $2.03M |
 | COP | 78K | $7.41M |
 | USB | 78K | $3.78M |
 | EXEL | 78K | $3.20M |
 | BSM | 75K | $986.08K |
 | ORCL | 73K | $20.67M |
 | D | 73K | $4.48M |
 | INTC | 73K | $2.45M |
 | PM | 73K | $11.82M |
 | SPG | 72K | $13.57M |
 | CTAS | 72K | $14.82M |
 | PAA | 72K | $1.23M |
UBS Group AG
UBS
Shares Held
87K
Value
$3.58M
Bloom Energy Corporation
BE
Shares Held
85K
Value
$7.17M
Wells Fargo & Company
WFC
Shares Held
84K
Value
$7.04M
Visa Inc.
V
Shares Held
83K
Value
$28.36M
Citigroup Inc.
C
Shares Held
82K
Value
$8.37M
Lloyds Banking Group plc
LYG
Shares Held
81K
Value
$368.54K
CSX Corporation
CSX
Shares Held
80K
Value
$2.84M
Carnival Corporation & plc
CCL
Shares Held
79K
Value
$2.28M
Dorchester Minerals, L.P.
DMLP
Shares Held
79K
Value
$2.03M
ConocoPhillips
COP
Shares Held
78K
Value
$7.41M
U.S. Bancorp
USB
Shares Held
78K
Value
$3.78M
Exelixis, Inc.
EXEL
Shares Held
78K
Value
$3.20M
Black Stone Minerals, L.P.
BSM
Shares Held
75K
Value
$986.08K
Oracle Corporation
ORCL
Shares Held
73K
Value
$20.67M
Dominion Energy, Inc.
D
Shares Held
73K
Value
$4.48M
Intel Corporation
INTC
Shares Held
73K
Value
$2.45M
Philip Morris International Inc.
PM
Shares Held
73K
Value
$11.82M
Simon Property Group, Inc.
SPG
Shares Held
72K
Value
$13.57M
Cintas Corporation
CTAS
Shares Held
72K
Value
$14.82M
Plains All American Pipeline, L.P.
PAA
Shares Held
72K
Value
$1.23M