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
ISRG
Intuitive Surgical Inc

Healthcare
2.23K
+ 22.9%
$471.27 - $550.62 $1.05M - $1.23M
11.9K $6.24M
PM
Philip Morris International Inc.

Consumer Defensive
12.4K
+ 19.4%
$118.38 - $133.06 $1.47M - $1.65M
76.5K $9.21M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.1K
+ 69.77%
$1146.59 - $1270.6 $1.26M - $1.4M
2.68K $3.18M
PYPL
Pay Pal Holdings, Inc.

Financial Services
11.9K
+ 28.27%
$77.25 - $91.3 $916K - $1.08M
53.8K $4.59M
SRE
Sempra Energy

Utilities
14.7K
+ 228.35%
$80.81 - $94.77 $1.19M - $1.39M
21.1K $1.86M
GS
Goldman Sachs Group Inc

Financial Services
1.54K
+ 28.17%
$486.1 - $608.57 $750K - $939K
7.02K $4.02M
C
Citigroup Inc

Financial Services
10.7K
+ 15.24%
$61.31 - $72.5 $656K - $776K
81K $5.7M
DECK
Deckers Outdoor Corp

Consumer Cyclical
709
+ 2.71%
$152.04 - $211.12 $108K - $150K
26.9K $5.46M
DAL
Delta Air Lines, Inc.

Industrials
15K
+ 38.83%
$47.46 - $65.77 $712K - $987K
53.7K $3.25M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
14.1K
+ 468.77%
$86.65 - $94.9 $1.22M - $1.34M
17.1K $1.49M
IBM
International Business Machines Corp

Technology
5.63K
+ 10.3%
$204.9 - $238.04 $1.15M - $1.34M
60.3K $13.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.95K
+ 12.36%
$172.07 - $207.36 $507K - $611K
26.8K $5.29M
CHK
Chesapeake Energy Corp

Energy
13K
+ 174.72%
$81.46 - $87.57 $1.06M - $1.14M
20.5K $1.76M
TFC
Truist Financial Corp

Financial Services
22.1K
+ 7.83%
$41.51 - $48.1 $919K - $1.06M
305K $13.2M
KMI
Kinder Morgan, Inc.

Energy
25.4K
+ 31.57%
$22.59 - $28.54 $575K - $726K
106K $2.9M
INTU
Intuit Inc

Technology
1.67K
+ 19.52%
$602.01 - $706.25 $1M - $1.18M
10.2K $6.41M
ET
Energy Transfer LP

Energy
574
+ 0.2%
$16.05 - $19.86 $9.21K - $11.4K
288K $5.65M
GILD
Gilead Sciences, Inc.

Healthcare
8.4K
+ 35.39%
$83.95 - $97.9 $705K - $822K
32.1K $2.97M
BA
Boeing CO

Industrials
3.23K
+ 21.7%
$138.14 - $180.72 $446K - $584K
18.1K $3.21M
CI
Cigna Corp

Healthcare
3.78K
+ 179.25%
$265.59 - $358.58 $1M - $1.36M
5.9K $1.63M
TXN
Texas Instruments Inc

Technology
4.55K
+ 21.76%
N/A
25.5K $4.95M
T
At&T Inc.

Communication Services
32.6K
+ 17.94%
$21.22 - $23.88 $693K - $779K
215K $4.88M
TPL
Texas Pacific Land Corp

Energy
52
+ 1.43%
$915.49 - $1730.0 $47.6K - $90K
3.68K $4.07M
COIN
Coinbase Global, Inc.

Technology
1.81K
+ 31.95%
$163.17 - $343.62 $296K - $623K
7.49K $1.86M
MO
Altria Group, Inc.

Consumer Defensive
12.8K
+ 9.03%
$49.06 - $57.74 $627K - $738K
154K $8.08M
DUK
Duke Energy Corp

Utilities
16.1K
+ 13.64%
$105.76 - $120.76 $1.7M - $1.94M
134K $14.4M
AXON
Axon Enterprise, Inc.

Industrials
497
+ 19.81%
$399.22 - $689.78 $198K - $343K
3.01K $1.79M
NET
Cloudflare, Inc.

Technology
130
+ 0.46%
$78.11 - $117.56 $10.2K - $15.3K
28.3K $3.05M
BSX
Boston Scientific Corp

Healthcare
8.2K
+ 136.33%
$83.62 - $91.5 $686K - $750K
14.2K $1.27M
CEIX
Consol Energy Inc.

Energy
7.01K
+ 78.19%
$101.36 - $133.33 $710K - $934K
16K $1.7M
FBT
First Trust Nyse Arca Biotechn

ETFs
5.48K
+ 20.34%
$161.65 - $178.69 $886K - $979K
32.4K $5.39M
POWL
Powell Industries Inc

Industrials
3.42K
+ 20.58%
$221.65 - $352.37 $758K - $1.21M
20K $4.44M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
26.5K
+ 171.34%
$28.6 - $29.27 $757K - $775K
41.9K $1.2M
COF
Capital One Financial Corp

Financial Services
3.16K
+ 50.67%
$145.19 - $192.01 $458K - $606K
9.38K $1.67M
DE
Deere & CO

Industrials
1.58K
+ 18.51%
$389.45 - $466.0 $616K - $737K
10.1K $4.29M
SKOR
Flexshares Tr Credit Scored Us

ETFs
15.3K
+ 354.3%
$47.6 - $49.05 $729K - $751K
19.6K $937K
TRV
Travelers Companies, Inc.

Financial Services
1.95K
+ 5.49%
$225.97 - $266.66 $442K - $521K
37.6K $9.05M
SPG
Simon Property Group Inc

Real Estate
2.66K
+ 3.98%
$167.23 - $183.84 $445K - $489K
69.5K $12M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
60.9K
+ 292.37%
$18.41 - $40.87 $1.12M - $2.49M
81.8K $1.51M
CMCSA
Comcast Corp

Communication Services
25.2K
+ 36.28%
$37.39 - $45.14 $942K - $1.14M
94.6K $3.55M
CDNS
Cadence Design Systems Inc

Technology
1.99K
+ 119.69%
$249.1 - $324.54 $497K - $647K
3.66K $1.1M
EMR
Emerson Electric CO

Industrials
1.36K
+ 4.33%
$108.13 - $134.33 $147K - $183K
32.7K $4.06M
ABT
Abbott Laboratories

Healthcare
5.95K
+ 8.58%
$111.93 - $119.39 $666K - $710K
75.3K $8.51M
TTD
Trade Desk, Inc.

Technology
2.67K
+ 7.15%
$108.7 - $139.51 $290K - $372K
40K $4.7M
TROW
Price T Rowe Group Inc

Financial Services
4.6K
+ 23.26%
$106.48 - $124.69 $490K - $574K
24.4K $2.76M
UPS
United Parcel Service Inc

Industrials
7.82K
+ 20.35%
$122.65 - $138.35 $959K - $1.08M
46.3K $5.83M
KKR
Kkr & Co. Inc.

Financial Services
2.42K
+ 17.93%
$129.87 - $162.87 $315K - $394K
15.9K $2.36M
USB
Us Bancorp \De\

Financial Services
9.71K
+ 17.11%
$43.98 - $53.66 $427K - $521K
66.5K $3.18M
CMI
Cummins Inc

Industrials
1.42K
+ 41.13%
$324.93 - $383.42 $462K - $546K
4.88K $1.7M
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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