Institutions / Independent Advisor Alliance / Holdings

Independent Advisor Alliance

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
ISHARES SILVER TR	—	$11.04M	171,388	0.3%
AMERICAN EXPRESS CO	—	$11.02M	29,780	0.3%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$10.68M	35,152	0.3%
UNITEDHEALTH GROUP INC	—	$10.65M	32,249	0.3%
Parker-Hannifin Corp	—	$10.53M	11,981	0.3%
Merck & Co., Inc.	—	$10.42M	98,968	0.3%
Vertiv Holdings Co	—	$10.24M	63,216	0.2%
SPDR S&P 500 ETF TR	—	$10.10M	14,811	0.2%
PEPSICO INC	—	$10.06M	70,093	0.2%
Blackstone Inc	—	$9.66M	62,647	0.2%
WASTE MANAGEMENT INC	—	$9.63M	43,818	0.2%
Palo Alto Networks Inc	—	$9.57M	51,952	0.2%
Salesforce Inc	—	$9.40M	35,492	0.2%
CELESTICA INCCLS	Common Stock	$9.40M	31,793	0.2%
GENERAL ELECTRIC CO	—	$9.23M	29,957	0.2%
VERIZON COMMUNICATIONS INC	—	$9.05M	222,234	0.2%
GE Vernova Inc.	—	$9.01M	13,779	0.2%
Chubb Ltd	—	$9.00M	28,830	0.2%
ABBOTT LABORATORIES	—	$8.73M	69,646	0.2%
CITIGROUP INC	—	$8.71M	74,618	0.2%
Union Pacific Corp	—	$8.59M	37,113	0.2%
SPDR INDEX SHS FDS	—	$8.35M	187,950	0.2%
THE GOLDMAN SACHS GROUP, INC.	—	$8.33M	9,474	0.2%
ASML HOLDING N V	—	$8.31M	7,764	0.2%
ISHARES GOLD TR	—	$8.27M	101,855	0.2%
WELLS FARGO & COMPANY/MN	—	$8.08M	86,721	0.2%
TRAVELERS COMPANIES, INC.	—	$7.95M	27,400	0.2%
QUALCOMM INC/DE	—	$7.92M	46,294	0.2%
HERSHEY CO	—	$7.78M	42,750	0.2%
ServiceNow Inc	—	$7.74M	50,529	0.2%
Quanta Services Inc	—	$7.72M	18,303	0.2%
T-Mobile US, Inc.TMUS	Common Stock	$7.72M	38,000	0.2%
CISCO SYSTEMS, INC.	—	$7.67M	99,597	0.2%
Bloom Energy Corp	—	$7.63M	87,794	0.2%
CrowdStrike Holdings, Inc.	—	$7.61M	16,229	0.2%
NEXTERA ENERGY INC	—	$7.58M	94,425	0.2%
ANALOG DEVICES INC	—	$7.46M	27,517	0.2%
LAM RESEARCH CORP	—	$7.45M	43,542	0.2%
United Rentals Inc	—	$7.30M	9,017	0.2%
ARGENX SE	—	$7.28M	8,651	0.2%
ALTRIA GROUP, INC.	—	$7.18M	124,600	0.2%
Strategy Inc	—	$7.11M	46,793	0.2%
ConocoPhillips	—	$7.11M	75,947	0.2%
AT&T INC.	—	$7.08M	285,187	0.2%
Walt Disney Co	—	$7.08M	62,216	0.2%
Intuitive Surgical Inc	—	$7.07M	12,475	0.2%
Constellation Energy Corp	—	$7.03M	19,913	0.2%
S&P Global Inc.	—	$6.97M	13,345	0.2%
Morgan Stanley	—	$6.88M	38,746	0.2%
Medtronic plc	—	$6.82M	71,015	0.2%