INDEPENDENT ADVISOR ALLIANCE
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PSIX | 54K | $5.35M |
 | NLY | 54K | $1.09M |
 | DAL | 54K | $3.04M |
 | WRB | 53K | $4.09M |
 | MSTR | 53K | $17.00M |
 | HIMS | 53K | $2.99M |
 | CTRA | 51K | $1.21M |
 | PANW | 50K | $10.22M |
 | BHF | 49K | $2.59M |
 | MFC | 49K | $1.52M |
 | MPLX | 49K | $2.43M |
 | WM | 48K | $10.61M |
 | AVXL | 48K | $425.41K |
 | NKE | 48K | $3.33M |
 | MDLZ | 47K | $2.92M |
 | CAT | 47K | $22.29M |
 | QCOM | 46K | $7.62M |
 | AEP | 45K | $5.12M |
 | OCFC | 45K | $790.65K |
 | SEZL | 45K | $3.57M |
Power Solutions International, Inc.
PSIX
Shares Held
54K
Value
$5.35M
Annaly Capital Management, Inc.
NLY
Shares Held
54K
Value
$1.09M
Delta Air Lines, Inc.
DAL
Shares Held
54K
Value
$3.04M
W. R. Berkley Corporation
WRB
Shares Held
53K
Value
$4.09M
MicroStrategy Incorporated
MSTR
Shares Held
53K
Value
$17.00M
Hims & Hers Health, Inc.
HIMS
Shares Held
53K
Value
$2.99M
Coterra Energy Inc.
CTRA
Shares Held
51K
Value
$1.21M
Palo Alto Networks, Inc.
PANW
Shares Held
50K
Value
$10.22M
Brighthouse Financial, Inc.
BHF
Shares Held
49K
Value
$2.59M
Manulife Financial Corporation
MFC
Shares Held
49K
Value
$1.52M
MPLX Lp
MPLX
Shares Held
49K
Value
$2.43M
Waste Management, Inc.
WM
Shares Held
48K
Value
$10.61M
Anavex Life Sciences Corp.
AVXL
Shares Held
48K
Value
$425.41K
NIKE, Inc.
NKE
Shares Held
48K
Value
$3.33M
Mondelez International, Inc.
MDLZ
Shares Held
47K
Value
$2.92M
Caterpillar Inc.
CAT
Shares Held
47K
Value
$22.29M
QUALCOMM Incorporated
QCOM
Shares Held
46K
Value
$7.62M
American Electric Power Company, Inc.
AEP
Shares Held
45K
Value
$5.12M
OceanFirst Financial Corp.
OCFC
Shares Held
45K
Value
$790.65K
Sezzle Inc.
SEZL
Shares Held
45K
Value
$3.57M