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JESSICA SEXTON

@Independent Advisor Alliance

Latest period2024 - Q3ReportedManaged Assets$2.748BTotal holdings704
Assets growth rate-5.9%Assets growth rate (2-Q avg)-0.25%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Independent Advisor Alliance's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 704 positions.

Assets under management

The assets under management (AUM) of Independent Advisor Alliance over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.748B in assets, with a quarterly growth rate of -5.9% and a 2-quarter average growth rate of -0.25%. The portfolio is managed by JESSICA SEXTON, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LLYEli Lilly & Co
Recent Activity
Decreased -0.83%
1.28%
$35.068M
39,583 shares@ $885.94 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -3.46%
1.07%
$29.238M
32,981 shares@ $886.51 avg price
WMTWalmart Inc
Recent Activity
Decreased -5.29%
0.92%
$25.198M
312,051 shares@ $80.76 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.56%
0.84%
$22.974M
116,337 shares@ $197.48 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -11.29%
0.83%
$22.802M
74,881 shares@ $304.51 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.71%
0.82%
$22.322M
38,179 shares@ $584.68 avg price
VVisa Inc
Recent Activity
Decreased -9.99%
0.72%
$19.623M
71,370 shares@ $274.96 avg price
CATCaterpillar Inc
Recent Activity
Decreased -3.18%
0.69%
$18.917M
48,366 shares@ $391.13 avg price
PEPPepsico Inc
Recent Activity
Decreased -0.48%
0.66%
$18.111M
106,503 shares@ $170.06 avg price
CVXChevron Corp New
Recent Activity
Decreased -13.65%
0.65%
$17.614M
119,604 shares@ $147.28 avg price