Independent Advisor Alliance

Q4 2024 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
12/31/2024
Date filed
2/7/2025
Form type
13F-HR
Num holdings
1,347
Total value ($000)
$7,550,451
Net value change ($000)
+4,802,907 (174.8%)
New positions
685
Sold out positions
45
Turnover %
39.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2024 Next filing: 5/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 201,664 2063.9%
SPYG 138,648 7593.0%
QQQM 137,690 NEW
IVV 124,958 3500.2%
SPY 120,334 6092.9%
SPTM 104,085 NEW
SPHQ 84,264 NEW
SPYV 78,125 5812.9%
VIG 77,469 19712.2%
QQQ 77,198 2453.8%
Top Reduces (Value $000, Stocks/ETFs)
AMD -12,555 -25.4%
KO -12,227 -31.8%
ANET -10,589 -100.0%
SMCI -6,981 -100.0%
UNH -4,058 -18.2%
GBTC -3,653 -73.4%
CRWD -3,049 -35.4%
ELV -2,949 -66.7%
FTXL -2,796 -100.0%
HSY -2,705 -35.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type