IAA
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Independent Advisor Alliance’s Trump Media & Technology Group DJT Stock Holding History

Independent Advisor Alliance’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,992
Closed -$307K – 1400
2024
Q4 		$307K Sell
8,992
-1,136
-11% -$36.1K ﹤0.01% 1131
2024
Q3 		$163K Buy
+10,128
New +$246K 0.01% 672
2024
Q2 		– Sell
-3,455
Closed -$214K – 755
2024
Q1 		$214K Buy
+3,455
New +$134K 0.01% 646
2022
Q1 		– Sell
-6,322
Closed -$325K – 745
2021
Q4 		$325K Buy
+6,322
New +$286K 0.02% 500

Other funds holding DJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Independent Advisor Alliance's DJT Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Trump Media & Technology Group (DJT) in Q1 2025, closing a stake of 8,992 shares — an estimated $307K sold.

Independent Advisor Alliance first reported a position in DJT in Q4 2021 and held it in 4 quarters. The position peaked at $325K in Q4 2021. 298 funds tracked by Wall St. Rank hold DJT as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Trump Media & Technology Group position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,992 Trump Media & Technology Group shares in Q1 2025, an estimated $307K.
  • Independent Advisor Alliance first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 4 quarters.
  • Independent Advisor Alliance's Trump Media & Technology Group position peaked at $325K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.