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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
AAPLApple Inc
Recent Activity
Decreased -5.74%
7.36%
$202.213M
867,866 shares@ $233.0 avg price
ABCBAmeris Bancorp
Recent Activity
5.76%
$158.07M
2.534M shares@ $62.4 avg price
NVDANvidia Corporation
Recent Activity
Decreased -2.26%
5.17%
$141.898M
1.168M shares@ $121.45 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -6.03%
4.71%
$129.279M
300,439 shares@ $430.31 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.29%
3.78%
$103.601M
556,006 shares@ $186.34 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 0.16%
1.8%
$49.451M
301,385 shares@ $164.08 avg price
HDHome Depot Inc
Recent Activity
Decreased -3.43%
1.56%
$42.651M
105,259 shares@ $405.21 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -4.07%
1.55%
$42.341M
253,249 shares@ $167.2 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.92%
1.53%
$41.847M
252,320 shares@ $165.86 avg price
KOCoca Cola Co
Recent Activity
Increased 0.7%
1.4%
$38.418M
534,625 shares@ $71.87 avg price