Independent Advisor Alliance - Q4 2016 holdings

$233 Million is the total value of Independent Advisor Alliance's 182 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .

 Value Shares↓ Weighting
No holdings reported for quarter Q4 2016
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR/A filed 2017-05-19
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MICROSOFT CORP28Q3 20235.7%
HOME DEPOT INC28Q3 20232.0%
JOHNSON & JOHNSON28Q3 20232.1%
PROCTER & GAMBLE CO28Q3 20232.6%
VISA INC28Q3 20232.6%
ALPHABET INC28Q3 20232.1%
JPMORGAN CHASE & CO28Q3 20231.8%
DUKE ENERGY CORP NEW28Q3 20232.1%
SOUTHERN CO28Q3 20231.9%
BERKSHIRE HATHAWAY INC DEL28Q3 20231.6%

View Independent Advisor Alliance's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-08
13F-HR2024-02-08
13F-HR2023-10-24
13F-HR2023-07-28
13F-HR2023-05-12
13F-HR2023-02-13
13F-HR2022-11-04
13F-HR2022-08-04
13F-HR2022-05-06
13F-HR2022-02-11

View Independent Advisor Alliance's complete filings history.

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Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (233281000.0 != 233277000.0)
  • The reported has been restated
  • The reported has been amended

Export Independent Advisor Alliance's holdings