Independent Advisor Alliance Purchases in Q3 2024

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ANET
Arista Networks, Inc.

Technology
29
+ 0.11%
$311.42 - $388.21 $9.03K - $11.3K
27.6K $10.6M
PFE
Pfizer Inc

Healthcare
23.8K
+ 11.28%
$27.7 - $31.39 $658K - $746K
234K $6.79M
D
Dominion Energy, Inc

Utilities
6.08K
+ 9.9%
$48.01 - $58.53 $292K - $356K
67.5K $3.9M
UNP
Union Pacific Corp

Industrials
911
+ 2.83%
$221.78 - $256.09 $202K - $233K
33.1K $8.14M
PBT
Permian Basin Royalty Trust

Energy
70.4K
New
$10.5 - $12.01 $739K - $846K
70.4K $837K
AMGN
Amgen Inc

Healthcare
1.78K
+ 6.77%
$309.38 - $337.38 $549K - $599K
28K $9.02M
NFLX
Netflix Inc

Communication Services
50
+ 0.23%
$598.55 - $722.26 $29.9K - $36.1K
22.2K $15.7M
AEM
Agnico Eagle Mines LTD

Basic Materials
9.59K
New
$65.04 - $84.24 $624K - $808K
9.59K $772K
EME
Emcor Group, Inc.

Industrials
1.05K
+ 24.96%
$340.22 - $435.6 $357K - $457K
5.25K $2.26M
AMD
Advanced Micro Devices Inc

Technology
454
+ 0.15%
$128.67 - $183.96 $58.4K - $83.5K
301K $49.5M
PLD
Prologis, Inc.

Real Estate
3.69K
+ 32.47%
$111.95 - $132.43 $413K - $489K
15.1K $1.9M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.22K
+ 5.98%
$47.95 - $49.61 $394K - $408K
146K $7.2M
TDW
Tidewater Inc

Energy
8.24K
New
$69.32 - $106.47 $571K - $877K
8.24K $590K
TPL
Texas Pacific Land Corp

Energy
50
+ 1.4%
$724.86 - $952.13 $36.2K - $47.6K
3.63K $3.21M
PHM
Pultegroup Inc

Consumer Cyclical
2.62K
+ 47.39%
$103.95 - $144.98 $272K - $379K
8.13K $1.17M
FXG
First Tr Exchange Traded First

ETFs
4.42K
+ 6.96%
$63.74 - $69.07 $282K - $305K
67.9K $4.64M
TJX
Tjx Companies Inc

Consumer Cyclical
1.89K
+ 4.31%
$107.93 - $120.23 $204K - $227K
45.8K $5.38M
EGO
Eldorado Gold Corp

Basic Materials
31.3K
New
$14.68 - $18.48 $460K - $579K
31.3K $544K
KR
Kroger CO

Consumer Defensive
5.77K
+ 20.37%
$50.43 - $57.3 $291K - $331K
34.1K $1.95M
PNC
Pnc Financial Services Group, Inc.

Financial Services
454
+ 2.93%
$156.14 - $187.2 $70.9K - $85K
16K $2.95M
BMY
Bristol Myers Squibb CO

Healthcare
1.65K
+ 3.75%
$39.66 - $51.75 $65.6K - $85.6K
45.7K $2.37M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
36.9K
New
$13.31 - $15.65 $492K - $578K
36.9K $532K
ENB
Enbridge Inc

Energy
1.73K
+ 1.89%
$35.27 - $41.18 $60.8K - $71K
92.8K $3.77M
CAH
Cardinal Health Inc

Healthcare
3.26K
+ 25.97%
$93.74 - $114.66 $306K - $374K
15.8K $1.75M
MUB
Ishares National Muni Bond ETF

ETFs
4.64K
New
$106.13 - $108.7 $493K - $504K
4.64K $504K
FDL
First Tr Morningstar Dividend

ETFs
3.28K
+ 3.63%
$37.66 - $42.06 $123K - $138K
93.7K $3.93M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.87K
+ 13.66%
$147.95 - $191.05 $424K - $547K
23.8K $4.14M
BWA
Borgwarner Inc

Consumer Cyclical
12.5K
+ 170.82%
$31.19 - $36.75 $391K - $461K
19.9K $721K
RE
Everest Re Group LTD

Financial Services
1.3K
New
N/A
1.3K $482K
ROST
Ross Stores, Inc.

Consumer Cyclical
3.2K
New
$136.06 - $155.24 $435K - $496K
3.2K $480K
DHI
Horton D R Inc

Consumer Cyclical
1.33K
+ 30.31%
$135.21 - $197.06 $180K - $262K
5.71K $1.09M
BHF
Brighthouse Financial, Inc.

Financial Services
8.43K
+ 17.67%
$40.78 - $50.66 $344K - $427K
56.1K $2.53M
FCCO
First Community Corp

Financial Services
690
+ 0.66%
$16.15 - $23.19 $11.1K - $16K
106K $2.27M
TTD
Trade Desk, Inc.

Technology
27
+ 0.07%
$83.08 - $110.79 $2.24K - $2.99K
37.4K $4.1M
USB
Us Bancorp \De\

Financial Services
2.48K
+ 4.56%
$39.04 - $47.23 $96.6K - $117K
56.8K $2.6M
BMO
Bank Of Montreal

Financial Services
4.38K
+ 111.35%
$79.1 - $90.77 $347K - $398K
8.32K $750K
PLTR
Palantir Technologies Inc.

Technology
2.66K
+ 9.87%
$24.09 - $37.95 $64.1K - $101K
29.6K $1.1M
BAC
Bank Of America Corp

Financial Services
11K
+ 5.22%
$36.65 - $44.13 $402K - $484K
221K $8.77M
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.0%
$196.56 - $218.55 $197 - $219
22.8K $4.91M
HRL
Hormel Foods Corp

Consumer Defensive
11.6K
+ 39.6%
$30.04 - $33.14 $349K - $385K
40.9K $1.3M
FTNT
Fortinet, Inc.

Technology
1.09K
+ 5.91%
$55.39 - $77.55 $60.2K - $84.3K
19.5K $1.51M
TT
Trane Technologies PLC

Industrials
239
+ 4.68%
$314.21 - $388.71 $75.1K - $92.9K
5.34K $2.08M
ETR
Entergy Corp

Utilities
373
+ 2.68%
$104.75 - $131.61 $39.1K - $49.1K
14.3K $1.88M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.22K
+ 32.91%
$94.31 - $103.26 $304K - $333K
13K $1.33M
GILD
Gilead Sciences, Inc.

Healthcare
270
+ 1.15%
$66.59 - $83.99 $18K - $22.7K
23.7K $1.99M
AVUV
American Centy ETF Tr Avantis

ETFs
2.64K
+ 13.78%
$88.24 - $99.7 $233K - $263K
21.8K $2.09M
SQ
Block, Inc.

Technology
5.23K
+ 70.86%
$57.21 - $72.07 $299K - $377K
12.6K $845K
FSK
Fs Kkr Capital Corp

Financial Services
18.3K
+ 6.39%
$18.74 - $20.43 $343K - $374K
304K $6.01M
SON
Sonoco Products CO

Consumer Cyclical
6.68K
New
$48.33 - $56.57 $323K - $378K
6.68K $364K
Activity Summary
Buys All Purchases 337 New Holdings 68 Increased Positions 269 Sells All Sells 335 Reductions 335 Sold out 0 Options Calls 0 Puts 0
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