| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 31 | Q2 2024 | 5.7% |
| HOME DEPOT INC | 31 | Q2 2024 | 2.0% |
| JOHNSON & JOHNSON | 31 | Q2 2024 | 2.1% |
| ALPHABET INC | 31 | Q2 2024 | 2.1% |
| PROCTER & GAMBLE CO | 31 | Q2 2024 | 2.6% |
| VISA INC | 31 | Q2 2024 | 2.6% |
| JPMORGAN CHASE & CO. | 31 | Q2 2024 | 1.8% |
| DUKE ENERGY CORP NEW | 31 | Q2 2024 | 2.1% |
| BERKSHIRE HATHAWAY INC DEL | 31 | Q2 2024 | 1.6% |
| NVIDIA CORPORATION | 31 | Q2 2024 | 5.1% |
View Independent Advisor Alliance's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| N-PX | 2024-07-10 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-04 |
View Independent Advisor Alliance's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.