Independent Advisor Alliance
RIA/Wealth
Independent Advisor Alliance is a RIA/Wealth based in Charlotte, NC led by Robert Paul Russo, reporting $14.1B in AUM as of Q3 2025 with 32% Technology concentration.
CEORobert Paul Russo
- Portfolio Value
- $3.8B
- Positions
- 939
- Top Holding
- NVDA at 8.88%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Independent Advisor Alliance's portfolio (36.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $341.7M | 8.88% | +$7.3M Bought | 0.01% 1.8M shares | |
Consumer Electronics Technology | $234.2M | 6.09% | -$5.9M Sold | 0.01% 919.8K shares | |
Banks - Regional Financial Services | $182.6M | 4.75% | -$4.7K Sold | 3.63% 2.5M shares | |
Software - Infrastructure Technology | $171.1M | 4.45% | +$7.9M Bought | 0.00% 330.4K shares | |
Specialty Retail Consumer Cyclical | $129.2M | 3.36% | -$1.8M Sold | 0.01% 588.5K shares | |
Semiconductors Technology | $69.6M | 1.81% | +$2.1M Bought | 0.00% 211.1K shares | |
Internet Content & Information Communication Services | $68.8M | 1.79% | +$3.3M Bought | 0.00% 282.3K shares | |
Internet Content & Information Communication Services | $68.0M | 1.77% | +$845.5K Bought | 0.00% 279.8K shares | |
Internet Content & Information Communication Services | $67.0M | 1.74% | +$1.7M Bought | 0.00% 91.2K shares | |
Insurance - Diversified Financial Services | $63.0M | 1.64% | +$2.0M Bought | 0.01% 125.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Independent Advisor Alliance's latest filing
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Analytics
Portfolio insights and performance metrics for Independent Advisor Alliance
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