Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WEC
Wec Energy Group, Inc.

Utilities
387
+ 1.81%
$92.94 - $101.82 $36K - $39.4K
21.7K $2.04M
MUR
Murphy Oil Corp

Energy
948
+ 8.0%
$28.14 - $36.09 $26.7K - $34.2K
12.8K $387K
WEN
Wendy'S CO

Consumer Cyclical
123
+ 1.13%
$16.26 - $20.42 $2K - $2.51K
11K $179K
AZN
Astrazeneca PLC

Healthcare
442
+ 12.98%
$63.2 - $79.58 $27.9K - $35.2K
3.85K $252K
BALL
Ball Corp

Consumer Cyclical
644
+ 16.8%
$54.84 - $67.94 $35.3K - $43.8K
4.48K $245K
YUM
Yum Brands Inc

Consumer Cyclical
176
+ 2.51%
$130.36 - $139.54 $22.9K - $24.6K
7.18K $963K
AEM
Agnico Eagle Mines LTD

Basic Materials
80
+ 0.83%
$75.99 - $88.85 $6.08K - $7.11K
9.67K $756K
D
Dominion Energy, Inc

Utilities
4.62K
+ 6.85%
$52.63 - $60.92 $243K - $282K
72.1K $3.88M
CAG
Conagra Brands Inc.

Consumer Defensive
765
+ 9.54%
$26.48 - $32.72 $20.3K - $25K
8.79K $243K
WY
Weyerhaeuser CO

Real Estate
938
+ 12.07%
$27.21 - $33.7 $25.5K - $31.6K
8.71K $245K
LYG
Lloyds Banking Group PLC

Financial Services
3.42K
+ 4.77%
$2.67 - $3.23 $9.13K - $11K
75K $204K
SHW
Sherwin Williams CO

Basic Materials
1.4K
+ 11.79%
$338.75 - $399.71 $475K - $560K
13.3K $4.52M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
180
+ 3.32%
$101.82 - $114.06 $18.3K - $20.5K
5.6K $578K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
69
+ 0.56%
$74.71 - $79.24 $5.15K - $5.47K
12.4K $949K
JXN
Jackson Financial Inc.

Financial Services
309
+ 2.7%
$84.91 - $113.74 $26.2K - $35.1K
11.7K $1.02M
XYL
Xylem Inc.

Industrials
571
+ 12.34%
$116.02 - $137.45 $66.2K - $78.5K
5.2K $603K
ALC
Alcon Inc

Healthcare
146
+ 6.48%
$83.87 - $99.15 $12.2K - $14.5K
2.4K $203K
SPXC
Spx Corp

Industrials
38
+ 1.9%
$143.2 - $181.56 $5.44K - $6.9K
2.04K $296K
EQNR
Equinor Asa

Energy
264
+ 1.34%
$21.88 - $27.12 $5.78K - $7.16K
20K $472K
VTR
Ventas, Inc.

Real Estate
315
+ 3.42%
$57.73 - $66.48 $18.2K - $20.9K
9.52K $560K
BSM
Black Stone Minerals, L.P.

Energy
400
+ 0.55%
$13.86 - $15.57 $5.54K - $6.23K
73.5K $1.07M
VICI
Vici Properties Inc.

Real Estate
627
+ 5.01%
$28.27 - $33.19 $17.7K - $20.8K
13.1K $383K
AVY
Avery Dennison Corp

Industrials
143
+ 7.88%
$186.26 - $220.48 $26.6K - $31.5K
1.96K $366K
DG
Dollar General Corp

Consumer Defensive
52
+ 1.2%
$73.27 - $84.47 $3.81K - $4.39K
4.37K $331K
ES
Eversource Energy

Utilities
151
+ 3.8%
$55.9 - $67.73 $8.44K - $10.2K
4.12K $236K
HPQ
Hp Inc

Technology
2.74K
+ 7.13%
$32.46 - $39.3 $88.8K - $108K
41.1K $1.34M
TOL
Toll Brothers, Inc.

Consumer Cyclical
225
+ 10.11%
$123.8 - $167.8 $27.9K - $37.8K
2.45K $308K
TSCO
Tractor Supply CO

Consumer Cyclical
13.8K
+ 427.99%
$52.59 - $303.74 $727K - $4.2M
17.1K $904K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
15
+ 1.56%
$1124.26 - $1344.96 $16.9K - $20.2K
978 $1.23M
BBY
Best Buy CO Inc

Consumer Cyclical
142
+ 4.97%
$85.2 - $101.35 $12.1K - $14.4K
3K $257K
DKNG
Draft Kings Inc.

Consumer Cyclical
7
+ 0.04%
$35.32 - $44.84 $247 - $314
19.2K $714K
VKTX
Viking Therapeutics, Inc.

Healthcare
1.89K
+ 37.43%
$38.28 - $78.03 $72.3K - $147K
6.94K $279K
UBS
Ubs Group Ag

Financial Services
339
+ 0.4%
$29.78 - $33.08 $10.1K - $11.2K
86K $2.61M
NSC
Norfolk Southern Corp

Industrials
214
+ 3.12%
$230.6 - $277.0 $49.3K - $59.3K
7.08K $1.66M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.28K
+ 17.74%
$82.28 - $117.52 $106K - $151K
8.52K $722K
DHI
Horton D R Inc

Consumer Cyclical
1.75K
+ 30.54%
$137.24 - $194.56 $239K - $340K
7.46K $1.04M
AMCR
Amcor PLC

Consumer Cyclical
6.85K
+ 11.33%
$9.34 - $11.37 $64K - $77.9K
67.3K $633K
DOV
Dover Corp

Industrials
121
+ 0.67%
$184.72 - $206.51 $22.4K - $25K
18.2K $3.41M
RY
Royal Bank Of Canada

Financial Services
148
+ 0.86%
$119.72 - $128.02 $17.7K - $18.9K
17.4K $2.09M
CRSP
Crispr Therapeutics Ag

Healthcare
62
+ 0.8%
$38.65 - $55.15 $2.4K - $3.42K
7.78K $306K
PSA
Public Storage

Real Estate
64
+ 5.09%
$289.33 - $360.21 $18.5K - $23.1K
1.32K $395K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
116
+ 0.5%
$20.06 - $25.14 $2.33K - $2.92K
23.3K $491K
IBP
Installed Building Products, Inc.

Consumer Cyclical
53
+ 4.66%
$174.32 - $254.42 $9.24K - $13.5K
1.19K $208K
AFL
Aflac Inc

Financial Services
2.44K
+ 6.18%
$100.37 - $115.27 $244K - $281K
41.8K $4.33M
EGO
Eldorado Gold Corp

Basic Materials
90
+ 0.29%
$14.7 - $18.65 $1.32K - $1.68K
31.4K $466K
GIS
General Mills Inc

Consumer Defensive
3.43K
+ 11.52%
$62.78 - $74.62 $216K - $256K
33.2K $2.12M
HUM
Humana Inc

Healthcare
197
+ 9.2%
$233.89 - $304.18 $46.1K - $59.9K
2.34K $593K
PHM
Pultegroup Inc

Consumer Cyclical
1.74K
+ 21.33%
$108.86 - $149.04 $189K - $259K
9.87K $1.07M
MDU
Mdu Resources Group Inc

Industrials
103
+ 0.98%
$15.1 - $30.28 $1.56K - $3.12K
10.6K $190K
Activity Summary
Buys All Purchases 1194 New Holdings 688 Increased Positions 506 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email