INDEPENDENT ADVISOR ALLIANCE
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TTD | 34K | $1.66M |
 | BRO | 34K | $3.16M |
 | GILD | 33K | $3.70M |
 | ADM | 33K | $1.97M |
 | KR | 33K | $2.22M |
 | PSX | 33K | $4.47M |
 | SHEL | 33K | $2.35M |
 | AXS | 33K | $3.14M |
 | AMGN | 33K | $9.19M |
 | ETR | 32K | $3.02M |
 | COST | 32K | $29.83M |
 | CLS | 32K | $7.92M |
 | SOFI | 32K | $848.95K |
 | UNH | 32K | $11.04M |
 | SLGN | 32K | $1.37M |
 | EGO | 31K | $907.26K |
 | BP | 31K | $1.08M |
 | HOOD | 31K | $4.47M |
 | VTRS | 31K | $307.72K |
 | EMR | 31K | $4.08M |
The Trade Desk, Inc.
TTD
Shares Held
34K
Value
$1.66M
Brown & Brown, Inc.
BRO
Shares Held
34K
Value
$3.16M
Gilead Sciences, Inc.
GILD
Shares Held
33K
Value
$3.70M
Archer-Daniels-Midland Company
ADM
Shares Held
33K
Value
$1.97M
The Kroger Co.
KR
Shares Held
33K
Value
$2.22M
Phillips 66
PSX
Shares Held
33K
Value
$4.47M
Shell plc
SHEL
Shares Held
33K
Value
$2.35M
AXIS Capital Holdings Limited
AXS
Shares Held
33K
Value
$3.14M
Amgen Inc.
AMGN
Shares Held
33K
Value
$9.19M
Entergy Corporation
ETR
Shares Held
32K
Value
$3.02M
Costco Wholesale Corporation
COST
Shares Held
32K
Value
$29.83M
Celestica Inc.
CLS
Shares Held
32K
Value
$7.92M
SoFi Technologies, Inc.
SOFI
Shares Held
32K
Value
$848.95K
UnitedHealth Group Incorporated
UNH
Shares Held
32K
Value
$11.04M
Silgan Holdings Inc.
SLGN
Shares Held
32K
Value
$1.37M
Eldorado Gold Corporation
EGO
Shares Held
31K
Value
$907.26K
BP p.l.c.
BP
Shares Held
31K
Value
$1.08M
Robinhood Markets, Inc.
HOOD
Shares Held
31K
Value
$4.47M
Viatris Inc.
VTRS
Shares Held
31K
Value
$307.72K
Emerson Electric Co.
EMR
Shares Held
31K
Value
$4.08M