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Independent Advisor Alliance

Q2 2023 Holdings

Filed 2023-07-28 | 765 holdings | $2.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Johnson & Johnson(JNJ)COM478160104$25.4M153,3371.1%
JPMorgan Chase & Co(JPM)COM46625H100$25.8M177,3441.1%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$27.4M80,2791.2%
Alphabet Inc(GOOG)CAP STK CL C02079K107$28.8M238,3681.3%
Tesla Inc(TSLA)COM88160R101$29.2M111,5011.3%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$30.1M251,3451.3%
Vanguard Star FDS(VXUS)VG TL INTL STK F921909768$30.8M549,4801.4%
Coca Cola Co(KO)COM191216100$31.8M527,9481.4%
Advanced Micro Devices Inc(AMD)COM007903107$32.3M283,5581.4%
Home Depot Inc(HD)COM437076102$33.9M109,2511.5%
Vanguard MUN BD FDS(VTEB)TAX EXEMPT BD922907746$34.0M676,8931.5%
Nvidia Corporation(NVDA)COM67066G104$41.2M97,4451.8%
Amazon COM Inc(AMZN)COM023135106$70.4M539,7973.1%
Ameris Bancorp(ABCB)COM03076K108$78.7M2,301,9573.5%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$83.0M376,8863.7%
Microsoft Corp(MSFT)COM594918104$103.2M303,0144.5%
Apple Inc(AAPL)COM037833100$180.6M930,9788.0%
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