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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
DUKDuke Energy Corp New
Recent Activity
Increased 0.88%
0.5%
$13.582M
117,798 shares@ $115.31 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 21.7%
0.47%
$12.703M
61,187 shares@ $207.61 avg price
SOSouthern Co
Recent Activity
Increased 5.88%
0.45%
$12.102M
134,194 shares@ $90.19 avg price
TFCTruist Finl Corp
Recent Activity
Increased 10.74%
0.44%
$12.087M
282,607 shares@ $42.78 avg price
ETNEaton Corp Plc
Recent Activity
Increased 27%
0.41%
$11.223M
33,861 shares@ $331.45 avg price
CBChubb Limited
Recent Activity
Increased 5.32%
0.4%
$10.878M
37,721 shares@ $288.4 avg price
ANETArista Networks Inc
Recent Activity
Increased 0.11%
0.39%
$10.589M
27,588 shares@ $383.83 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 27.55%
0.36%
$9.771M
144,727 shares@ $67.52 avg price
CRMSalesforce Inc
Recent Activity
Increased 6.39%
0.35%
$9.608M
35,103 shares@ $273.72 avg price
AMGNAmgen Inc
Recent Activity
Increased 6.78%
0.33%
$9.022M
27,999 shares@ $322.22 avg price