$631 Million is the total value of Independent Advisor Alliance's 402 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TOWN | TOWNEBANK PORTSMOUTH VA | $308,000 | -1.6% | 9,834 | 0.0% | 0.05% | -63.4% | |
| AINV | APOLLO INVT CORP | $75,000 | +8.7% | 11,542 | 0.0% | 0.01% | -60.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 28 | Q3 2023 | 5.7% |
| HOME DEPOT INC | 28 | Q3 2023 | 2.0% |
| JOHNSON & JOHNSON | 28 | Q3 2023 | 2.1% |
| PROCTER & GAMBLE CO | 28 | Q3 2023 | 2.6% |
| VISA INC | 28 | Q3 2023 | 2.6% |
| ALPHABET INC | 28 | Q3 2023 | 2.1% |
| JPMORGAN CHASE & CO | 28 | Q3 2023 | 1.8% |
| DUKE ENERGY CORP NEW | 28 | Q3 2023 | 2.1% |
| SOUTHERN CO | 28 | Q3 2023 | 1.9% |
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 1.6% |
View Independent Advisor Alliance's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-11 |
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.