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
FSTA
Fidelity Covington Tr Msci Con

ETFs
11.7K
+ 149.93%
$49.28 - $52.29 $578K - $613K
19.5K $966K
ETN
Eaton Corp PLC

Industrials
1.65K
+ 4.88%
$326.96 - $377.52 $540K - $624K
35.5K $11.8M
ETR
Entergy Corp

Utilities
18K
+ 125.86%
$73.19 - $156.4 $1.31M - $2.81M
32.2K $2.44M
EOG
Eog Resources Inc

Energy
4.64K
+ 16.61%
$118.22 - $136.54 $549K - $634K
32.6K $4M
FXG
First Tr Exchange Traded First

ETFs
13K
+ 19.09%
$63.7 - $70.06 $826K - $909K
80.9K $5.18M
GWW
W.W. Grainger, Inc.

Industrials
491
+ 47.67%
$1023.06 - $1220.93 $502K - $599K
1.52K $1.6M
CVX
Chevron Corp

Energy
5.61K
+ 4.69%
$141.15 - $162.53 $792K - $912K
125K $18.1M
HD
Home Depot, Inc.

Consumer Cyclical
5.74K
+ 5.45%
$385.02 - $431.37 $2.21M - $2.47M
111K $43.2M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.07K
+ 20.66%
$173.13 - $258.09 $186K - $277K
6.27K $1.45M
EPD
Enterprise Products Partners L.P.

Energy
7.22K
+ 5.52%
$28.66 - $34.43 $207K - $249K
138K $4.33M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.52K
+ 119.46%
$209.89 - $233.24 $530K - $588K
4.64K $984K
HIG
Hartford Financial Services Group, Inc.

Financial Services
5.13K
+ 87.74%
$107.06 - $123.74 $549K - $634K
11K $1.2M
MAR
Marriott International Inc

Consumer Cyclical
1.08K
+ 16.0%
$246.06 - $292.59 $265K - $315K
7.79K $2.17M
SPGI
S&P Global Inc.

Financial Services
1.37K
+ 13.79%
$480.36 - $529.17 $658K - $724K
11.3K $5.63M
AMP
Ameriprise Financial Inc

Financial Services
367
+ 7.69%
$473.15 - $574.01 $174K - $211K
5.14K $2.74M
GPC
Genuine Parts CO

Consumer Cyclical
8.1K
+ 40.5%
$113.11 - $143.63 $916K - $1.16M
28.1K $3.28M
BK
Bank Of New York Mellon Corp

Financial Services
5.92K
+ 106.16%
$70.82 - $81.87 $419K - $484K
11.5K $882K
CME
Cme Group Inc.

Financial Services
1.69K
+ 23.71%
$221.17 - $246.02 $374K - $416K
8.83K $2.05M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.78K
+ 11.15%
$178.39 - $215.0 $317K - $382K
17.7K $3.42M
SYK
Stryker Corp

Healthcare
1.33K
+ 19.42%
$345.14 - $392.15 $457K - $520K
8.15K $2.93M
PWR
Quanta Services, Inc.

Industrials
864
+ 8.46%
$296.05 - $346.6 $256K - $299K
11.1K $3.5M
MCK
Mckesson Corp

Healthcare
595
+ 37.95%
$482.27 - $628.5 $287K - $374K
2.16K $1.23M
VRSK
Verisk Analytics, Inc.

Industrials
1.32K
+ 11.87%
$262.86 - $294.75 $346K - $388K
12.4K $3.42M
FCNCA
First Citizens Bancshares Inc

Financial Services
68
+ 6.24%
$1818.92 - $2353.08 $124K - $160K
1.16K $2.45M
MDT
Medtronic PLC

Healthcare
11.1K
+ 25.27%
$79.61 - $92.24 $882K - $1.02M
54.9K $4.39M
BR
Broadridge Financial Solutions, Inc.

Technology
798
+ 3.49%
$209.64 - $236.44 $167K - $189K
23.6K $5.34M
CEG
Constellation Energy Corp

Utilities
2.7K
+ 54.95%
$224.28 - $285.52 $605K - $770K
7.61K $1.71M
AFRM
Affirm Holdings, Inc.

Technology
1.58K
+ 9.58%
$38.48 - $72.86 $60.6K - $115K
18K $1.1M
AIG
American International Group, Inc.

Financial Services
5.82K
+ 55.98%
$70.0 - $79.22 $407K - $461K
16.2K $1.18M
SQ
Block, Inc.

Technology
2.26K
+ 17.93%
$65.06 - $98.92 $147K - $223K
14.9K $1.26M
DSGX
Descartes Systems Group Inc

Technology
13
+ 0.03%
$100.21 - $121.37 $1.3K - $1.58K
38.9K $4.42M
SCHX
Schwab Strategic Tr Us Large C

ETFs
26.3K
+ 594.59%
$22.4 - $68.28 $588K - $1.79M
30.7K $710K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
9.65K
+ 19.79%
$86.03 - $94.92 $830K - $916K
58.4K $5.04M
CINF
Cincinnati Financial Corp

Financial Services
2.34K
+ 26.34%
$132.86 - $160.16 $311K - $374K
11.2K $1.61M
WMB
Williams Companies, Inc.

Energy
5.14K
+ 36.46%
$46.37 - $59.74 $238K - $307K
19.2K $1.04M
BROS
Dutch Bros Inc.

Consumer Cyclical
462
+ 2.56%
$30.72 - $55.82 $14.2K - $25.8K
18.5K $970K
OKE
Oneok Inc

Energy
2.22K
+ 12.14%
$92.28 - $117.05 $204K - $259K
20.5K $2.05M
HWM
Howmet Aerospace Inc.

Industrials
1.59K
+ 6.8%
$99.72 - $120.09 $158K - $191K
25K $2.73M
HUBS
Hubspot Inc

Technology
171
+ 10.55%
$514.07 - $757.4 $87.9K - $130K
1.79K $1.25M
ADP
Automatic Data Processing Inc

Industrials
577
+ 4.52%
$280.08 - $307.97 $162K - $178K
13.4K $3.91M
PPL
Ppl Corp

Utilities
11.8K
+ 47.92%
$31.47 - $35.0 $370K - $412K
36.3K $1.18M
AR
Antero Resources Corp

Energy
3.16K
+ 7.93%
$25.54 - $35.52 $80.8K - $112K
43.1K $1.51M
VITL
Vital Farms, Inc.

Consumer Defensive
7.03K
+ 18.2%
$28.13 - $40.91 $198K - $288K
45.7K $1.72M
AXS
Axis Capital Holdings LTD

Financial Services
749
+ 2.3%
$78.26 - $94.05 $58.6K - $70.4K
33.3K $2.95M
PH
Parker Hannifin Corp

Industrials
440
+ 2.49%
$621.74 - $709.46 $274K - $312K
18.1K $11.5M
VFC
V F Corp

Consumer Cyclical
12.3K
+ 21.39%
$16.7 - $22.59 $206K - $279K
70K $1.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.05K
+ 89.78%
$396.64 - $516.74 $418K - $545K
2.23K $897K
ROST
Ross Stores, Inc.

Consumer Cyclical
2.22K
+ 69.51%
$138.59 - $156.61 $308K - $348K
5.42K $819K
KORP
American Centy ETF Tr Diversif

ETFs
7.95K
+ 69.91%
$45.76 - $48.27 $364K - $384K
19.3K $887K
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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