Independent Advisor Alliance Incresed Positions in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.92M
+ 2019.12%
$66.77 - $71.52 $195M - $209M
3.07M $211M
SPYG
Spdr Portfolio

ETFs
1.58M
+ 7157.87%
$81.74 - $91.38 $129M - $144M
1.6M $140M
IVV
Ishares Core S&P 500 ETF

ETFs
212K
+ 3427.19%
$570.51 - $610.59 $121M - $130M
218K $129M
SPY
Spdr S&P 500 ETF Trust

ETFs
205K
+ 5961.25%
$567.81 - $607.81 $117M - $125M
209K $122M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.53M
+ 6012.38%
$51.09 - $55.27 $78.1M - $84.5M
1.55M $79.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
151K
+ 2338.09%
$481.22 - $538.17 $72.5M - $81.1M
157K $80.3M
VIG
Vanguard Dividend Appreciation

ETFs
396K
+ 19950.48%
N/A
398K $72.4M
NVDA
Nvidia Corp

Technology
412K
+ 35.25%
$117.0 - $148.88 $48.2M - $61.3M
1.58M $212M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.43M
+ 9062.42%
$34.13 - $37.35 $48.8M - $53.4M
1.45M $49.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.51M
+ 14587.29%
$29.73 - $30.81 $44.8M - $46.5M
1.52M $46.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.37M
+ 8161.65%
$26.93 - $84.95 $37M - $117M
1.39M $38M
XLK
Technology Sector Spdr

ETFs
157K
+ 16068.58%
$220.26 - $241.44 $34.6M - $37.9M
158K $36.7M
AAPL
Apple Inc.

Technology
84.2K
+ 9.71%
$221.69 - $259.02 $18.7M - $21.8M
952K $238M
VUG
Vanguard Growth ETF

ETFs
85.2K
+ 5961.19%
$378.79 - $428.11 $32.3M - $36.5M
86.7K $35.6M
SPTL
Spdr Portfolio Long Term Treas

ETFs
1.16M
+ 14404.09%
$26.05 - $29.17 $30.2M - $33.8M
1.17M $30.5M
VTI
Vanguard Total Stock Market Et

ETFs
102K
+ 379.29%
$280.04 - $302.45 $28.6M - $30.8M
129K $37.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
470K
+ 1538.45%
$61.68 - $67.87 $29M - $31.9M
500K $31.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
254K
+ 1860.01%
$113.92 - $127.38 $28.9M - $32.4M
268K $30.8M
AMZN
Amazon Com Inc

Consumer Cyclical
36.3K
+ 6.53%
$180.88 - $232.93 $6.56M - $8.45M
592K $130M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.11M
+ 3827.68%
$21.43 - $22.55 $23.8M - $25.1M
1.14M $24.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
938K
+ 2970.55%
$25.93 - $105.3 $24.3M - $98.8M
970K $27M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
222K
+ 1709.14%
$98.47 - $109.35 $21.9M - $24.3M
235K $23.2M
VO
Vanguard Mid Cap ETF

ETFs
81.6K
+ 6229.77%
$261.5 - $284.63 $21.3M - $23.2M
82.9K $21.9M
FTCS
First Trust Capital Strength E

ETFs
245K
+ 5063.77%
$87.62 - $94.03 $21.5M - $23.1M
250K $22M
TSLA
Tesla, Inc.

Consumer Cyclical
18.2K
+ 18.35%
$213.65 - $479.86 $3.88M - $8.72M
117K $47.3M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
360K
+ 4495.63%
$50.0 - $50.27 $18M - $18.1M
368K $18.5M
VEA
Vanguard Ftse Developed Market

ETFs
367K
+ 7381.08%
$47.57 - $52.44 $17.4M - $19.2M
372K $17.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
308K
+ 4826.99%
$56.06 - $61.35 $17.2M - $18.9M
314K $17.7M
VTV
Vanguard Value ETF

ETFs
102K
+ 556.66%
$168.32 - $181.87 $17.2M - $18.5M
120K $20.4M
AVGO
Broadcom Inc.

Technology
19.8K
+ 10.56%
$159.67 - $250.0 $3.16M - $4.95M
207K $48.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
37.6K
+ 3344.62%
$370.24 - $418.94 $13.9M - $15.8M
38.8K $15.6M
IEFA
Ishares Tr

ETFs
199K
+ 669.01%
$70.06 - $77.43 $13.9M - $15.4M
228K $16.1M
MUB
Ishares National Muni Bond ETF

ETFs
123K
+ 2644.04%
$105.78 - $108.7 $13M - $13.3M
127K $13.6M
IQLT
Ishares Msci Intl Quality Fact

ETFs
351K
+ 4413.31%
$37.12 - $41.23 $13M - $14.5M
359K $13.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
323K
+ 6357.93%
$38.37 - $42.82 $12.4M - $13.8M
328K $12.6M
GOOGL
Alphabet Inc.

Communication Services
32.6K
+ 12.92%
$161.86 - $196.66 $5.28M - $6.41M
285K $53.9M
META
Meta Platforms, Inc.

Communication Services
18.5K
+ 28.47%
$554.08 - $632.68 $10.2M - $11.7M
83.4K $49.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
273K
+ 2112.47%
$44.04 - $49.49 $12M - $13.5M
286K $12.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
65.7K
+ 3208.84%
$176.42 - $186.91 $11.6M - $12.3M
67.7K $12.1M
VGT
Vanguard Information Technolog

ETFs
17.5K
+ 2134.15%
$571.78 - $647.97 $10M - $11.3M
18.3K $11.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
220K
+ 150.84%
$48.48 - $49.47 $10.7M - $10.9M
365K $17.8M
IGM
Ishares Expanded Tech Sector E

ETFs
103K
+ 3103.93%
$94.19 - $106.95 $9.67M - $11M
106K $10.8M
XLI
Industrial Sector Spdr

ETFs
75.8K
+ 4427.38%
$131.76 - $143.99 $9.99M - $10.9M
77.6K $10.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
113K
+ 361.9%
$87.1 - $98.49 $9.84M - $11.1M
144K $12.6M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
392K
+ 3459.54%
$22.39 - $23.45 $8.78M - $9.2M
404K $9.28M
MSTR
Microstrategy Inc

Technology
13.1K
+ 32.82%
$162.69 - $473.83 $2.13M - $6.2M
53K $15.3M
MSFT
Microsoft Corp

Technology
25.6K
+ 8.51%
$406.35 - $454.46 $10.4M - $11.6M
326K $137M
GOOG
Alphabet Inc.

Communication Services
9.91K
+ 3.91%
$163.08 - $198.16 $1.62M - $1.96M
263K $50.1M
JPM
Jpmorgan Chase & CO

Financial Services
11.1K
+ 6.53%
$205.18 - $250.29 $2.28M - $2.78M
181K $43.5M
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
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