INDEPENDENT ADVISOR ALLIANCE
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PEP | 71K | $9.96M |
 | IBM | 70K | $19.80M |
 | UBER | 69K | $6.76M |
 | ABT | 68K | $9.16M |
 | VRT | 67K | $10.15M |
 | MDT | 67K | $6.39M |
 | FAST | 67K | $3.29M |
 | UPS | 64K | $5.37M |
 | BX | 63K | $10.84M |
 | GLRE | 63K | $797.69K |
 | RTX | 61K | $10.25M |
 | FTI | 61K | $2.41M |
 | FHN | 61K | $1.38M |
 | DIS | 60K | $6.92M |
 | MCD | 59K | $17.95M |
 | ERJ | 57K | $3.44M |
 | LOW | 56K | $14.16M |
 | LTC | 56K | $2.06M |
 | AMCR | 56K | $454.40K |
 | AR | 55K | $1.86M |
PepsiCo, Inc.
PEP
Shares Held
71K
Value
$9.96M
International Business Machines Corporation
IBM
Shares Held
70K
Value
$19.80M
Uber Technologies, Inc.
UBER
Shares Held
69K
Value
$6.76M
Abbott Laboratories
ABT
Shares Held
68K
Value
$9.16M
Vertiv Holdings Co
VRT
Shares Held
67K
Value
$10.15M
Medtronic plc
MDT
Shares Held
67K
Value
$6.39M
Fastenal Company
FAST
Shares Held
67K
Value
$3.29M
United Parcel Service, Inc.
UPS
Shares Held
64K
Value
$5.37M
Blackstone Inc.
BX
Shares Held
63K
Value
$10.84M
Greenlight Capital Re, Ltd.
GLRE
Shares Held
63K
Value
$797.69K
RTX Corporation
RTX
Shares Held
61K
Value
$10.25M
TechnipFMC plc
FTI
Shares Held
61K
Value
$2.41M
First Horizon Corporation
FHN
Shares Held
61K
Value
$1.38M
The Walt Disney Company
DIS
Shares Held
60K
Value
$6.92M
McDonald's Corporation
MCD
Shares Held
59K
Value
$17.95M
Embraer S.A.
ERJ
Shares Held
57K
Value
$3.44M
Lowe's Companies, Inc.
LOW
Shares Held
56K
Value
$14.16M
LTC Properties, Inc.
LTC
Shares Held
56K
Value
$2.06M
Amcor plc
AMCR
Shares Held
56K
Value
$454.40K
Antero Resources Corporation
AR
Shares Held
55K
Value
$1.86M