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
VRT
Vertiv Holdings CO

Industrials
3.87K
+ 5.71%
N/A
71.6K $6.21M
APO
Apollo Global Management, Inc.

Financial Services
1.51K
+ 77.95%
$131.36 - $178.61 $198K - $269K
3.44K $567K
GE
General Electric CO

Industrials
4.94K
+ 21.54%
$159.95 - $194.23 $791K - $960K
27.9K $4.65M
CAH
Cardinal Health Inc

Healthcare
1.71K
+ 10.83%
$107.89 - $125.33 $185K - $215K
17.5K $2.07M
SNOW
Snowflake Inc.

Technology
1.05K
+ 25.7%
$109.65 - $186.51 $115K - $195K
5.13K $791K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.13K
+ 44.2%
$229.83 - $258.46 $259K - $292K
3.68K $909K
SNPS
Synopsys Inc

Technology
813
+ 21.77%
$485.36 - $588.0 $395K - $478K
4.55K $2.21M
DLR
Digital Realty Trust, Inc.

Real Estate
1.28K
+ 22.72%
$156.46 - $195.69 $201K - $251K
6.93K $1.23M
OMF
One Main Holdings, Inc.

Financial Services
4.96K
+ 44.49%
$45.27 - $57.43 $225K - $285K
16.1K $840K
RLI
Rli Corp

Financial Services
892
+ 5.25%
$151.91 - $180.89 $136K - $161K
17.9K $2.95M
KMB
Kimberly Clark Corp

Consumer Defensive
4.28K
+ 18.74%
$130.37 - $146.09 $558K - $625K
27.1K $3.55M
DDOG
Datadog, Inc.

Technology
779
+ 11.41%
$113.98 - $168.65 $88.8K - $131K
7.61K $1.09M
SYF
Synchrony Financial

Financial Services
1.63K
+ 12.78%
$49.01 - $68.55 $80K - $112K
14.4K $936K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.08K
+ 38.76%
$125.36 - $147.37 $261K - $307K
7.46K $980K
PANW
Palo Alto Networks Inc

Technology
21.1K
+ 95.21%
$181.96 - $405.9 $3.84M - $8.58M
43.3K $7.88M
GM
General Motors CO

Consumer Cyclical
2.5K
+ 14.54%
$44.82 - $60.2 $112K - $151K
19.7K $1.05M
FHN
First Horizon Corp

Financial Services
632
+ 1.11%
$14.91 - $21.42 $9.42K - $13.5K
57.7K $1.16M
WDAY
Workday, Inc.

Technology
975
+ 60.79%
$233.85 - $279.91 $228K - $273K
2.58K $665K
TTWO
Take Two Interactive Software Inc

Communication Services
555
+ 10.8%
$147.66 - $190.46 $82K - $106K
5.69K $1.05M
ADSK
Autodesk, Inc.

Technology
1.05K
+ 24.73%
N/A
5.28K $1.3M
WST
West Pharmaceutical Services Inc

Healthcare
597
+ 28.69%
$285.69 - $344.0 $171K - $205K
2.68K $877K
BHF
Brighthouse Financial, Inc.

Financial Services
1.69K
+ 3.02%
$43.95 - $52.91 $74.5K - $89.6K
57.8K $2.78M
IP
International Paper CO

Consumer Cyclical
2.45K
+ 10.25%
$46.64 - $59.57 $114K - $146K
26.4K $1.42M
WRB
Berkley W R Corp

Financial Services
2.38K
+ 3.8%
$56.48 - $64.94 $135K - $155K
65.1K $3.81M
ACGL
Arch Capital Group Ltd.

Financial Services
3.44K
+ 98.82%
$88.71 - $114.86 $305K - $395K
6.93K $639K
JBL
Jabil Inc

Technology
1.33K
+ 54.09%
$118.97 - $147.77 $158K - $196K
3.79K $544K
TT
Trane Technologies PLC

Industrials
954
+ 17.85%
$369.35 - $419.14 $352K - $400K
6.3K $2.33M
MCHP
Microchip Technology Inc

Technology
6.13K
+ 136.16%
$55.51 - $79.05 $340K - $484K
10.6K $609K
CARR
Carrier Global Corp

Industrials
4.73K
+ 76.43%
$66.69 - $82.65 $315K - $391K
10.9K $745K
FISV
Fiserv Inc

Technology
1.97K
+ 20.03%
N/A
11.8K $1.47M
RBLX
Roblox Corp

Communication Services
2.13K
+ 23.57%
$39.86 - $61.45 $85K - $131K
11.2K $646K
TILE
Interface Inc

Consumer Cyclical
21
+ 0.05%
$17.47 - $26.82 $367 - $563
45.7K $1.11M
DELL
Dell Technologies Inc.

Technology
2.19K
+ 63.87%
$111.96 - $144.21 $245K - $315K
5.61K $646K
ICE
Intercontinental Exchange, Inc.

Financial Services
2.07K
+ 28.98%
$148.29 - $166.93 $308K - $346K
9.23K $1.38M
PAYX
Paychex Inc

Industrials
1.22K
+ 14.18%
$135.86 - $148.73 $166K - $182K
9.84K $1.38M
SAP
Sap Se

Technology
239
+ 2.47%
$218.13 - $255.54 $52.1K - $61.1K
9.92K $2.44M
JCI
Johnson Controls International PLC

Industrials
2.73K
+ 47.57%
$74.23 - $86.6 $202K - $236K
8.45K $667K
ITW
Illinois Tool Works Inc

Industrials
1.48K
+ 8.19%
$253.56 - $278.5 $376K - $413K
19.6K $4.97M
MCO
Moodys Corp

Financial Services
455
+ 15.17%
$454.04 - $500.88 $207K - $228K
3.46K $1.64M
AEP
American Electric Power CO Inc

Utilities
5.6K
+ 18.76%
$90.91 - $102.21 $509K - $573K
35.5K $3.27M
EQIX
Equinix Inc

Real Estate
194
+ 45.75%
$865.69 - $985.0 $168K - $191K
618 $582K
WELL
Welltower Inc.

Real Estate
1.76K
+ 15.97%
$123.11 - $139.3 $217K - $246K
12.8K $1.61M
AON
Aon PLC

Financial Services
513
+ 59.31%
$344.14 - $393.31 $177K - $202K
1.38K $494K
AMAT
Applied Materials Inc

Technology
5.69K
+ 30.11%
$161.44 - $213.89 $918K - $1.22M
24.6K $4M
OTIS
Otis Worldwide Corp

Industrials
2.18K
+ 109.51%
$92.57 - $106.01 $201K - $231K
4.16K $385K
MMM
3 M CO

Industrials
2.75K
+ 11.74%
$124.74 - $137.12 $343K - $377K
26.2K $3.38M
MET
Metlife Inc

Financial Services
2.34K
+ 9.56%
$78.15 - $88.25 $183K - $206K
26.8K $2.19M
PCAR
Paccar Inc

Industrials
1.43K
+ 27.61%
$97.92 - $118.41 $140K - $169K
6.59K $685K
DOCU
Docusign, Inc.

Technology
577
+ 12.92%
$61.42 - $106.99 $35.4K - $61.7K
5.04K $453K
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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