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
MSCI
Msci Inc.

Financial Services
134
+ 27.4%
$569.09 - $635.99 $76.3K - $85.2K
623 $373K
CBRE
Cbre Group, Inc.

Real Estate
574
+ 34.94%
$119.22 - $140.71 $68.4K - $80.8K
2.22K $291K
JOBY
Joby Aviation, Inc.

Industrials
3.48K
+ 18.45%
$4.8 - $9.16 $16.7K - $31.9K
22.4K $181K
K
Kellogg CO

Consumer Defensive
1.02K
+ 16.48%
$80.34 - $81.29 $81.9K - $82.8K
7.2K $583K
CHD
Church & Dwight CO Inc

Consumer Defensive
774
+ 2.7%
$99.11 - $112.25 $76.7K - $86.9K
29.4K $3.08M
RSG
Republic Services, Inc.

Industrials
378
+ 3.76%
$198.0 - $218.75 $74.8K - $82.7K
10.4K $2.1M
SSB
South State Corp

Financial Services
145
+ 0.52%
$94.05 - $111.93 $13.6K - $16.2K
27.9K $2.78M
BDX
Becton Dickinson & CO

Healthcare
926
+ 9.83%
$220.02 - $243.75 $204K - $226K
10.3K $2.35M
FIS
Fidelity National Information Services, Inc.

Technology
1.19K
+ 17.7%
$80.14 - $90.95 $95.2K - $108K
7.9K $638K
DPZ
Dominos Pizza Inc

Consumer Cyclical
191
+ 30.13%
$408.59 - $476.19 $78K - $91K
825 $346K
IQV
Iqvia Holdings Inc.

Healthcare
574
+ 49.7%
$190.97 - $236.63 $110K - $136K
1.73K $339K
BLDR
Builders First Source, Inc.

Industrials
943
+ 70.53%
$142.93 - $198.25 $135K - $187K
2.28K $325K
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.42K
+ 15.27%
$7.33 - $12.37 $17.8K - $30K
18.3K $194K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
5.52K
+ 16.57%
$8.24 - $11.07 $45.5K - $61.1K
38.8K $362K
CHKP
Check Point Software Technologies LTD

Technology
378
+ 35.93%
$170.18 - $209.01 $64.3K - $79K
1.43K $266K
LUV
Southwest Airlines CO

Industrials
422
+ 3.39%
$28.99 - $34.84 $12.2K - $14.7K
12.9K $432K
PEG
Public Service Enterprise Group Inc

Utilities
1.25K
+ 14.18%
$81.87 - $94.51 $102K - $118K
10K $846K
ANSS
Ansys Inc

Technology
137
+ 16.0%
$313.05 - $361.45 $42.9K - $49.5K
993 $334K
DHR
Danaher Corp

Healthcare
1.15K
+ 27.68%
$226.16 - $274.52 $259K - $314K
5.28K $1.21M
SYY
Sysco Corp

Consumer Defensive
1.21K
+ 6.26%
$73.63 - $81.77 $89.1K - $98.9K
20.5K $1.57M
CW
Curtiss Wright Corp

Industrials
112
+ 13.63%
$335.08 - $389.49 $37.5K - $43.6K
934 $331K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
80.2K
+ 199.64%
$22.01 - $66.82 $1.76M - $5.36M
120K $2.73M
IR
Ingersoll Rand Inc.

Industrials
1.36K
+ 16.73%
$90.46 - $105.35 $123K - $144K
9.52K $860K
FLR
Fluor Corp

Industrials
739
+ 6.1%
$46.92 - $58.93 $34.7K - $43.5K
12.8K $633K
PPG
Ppg Industries Inc

Basic Materials
1.52K
+ 15.71%
$119.09 - $131.37 $181K - $200K
11.2K $1.34M
ZTS
Zoetis Inc.

Healthcare
1.48K
+ 25.71%
$162.24 - $194.42 $239K - $287K
7.21K $1.17M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.61K
+ 9.0%
$34.25 - $37.94 $55.3K - $61.2K
19.6K $710K
STXS
Stereotaxis, Inc.

Healthcare
3.23K
+ 1.77%
$1.84 - $2.47 $5.93K - $7.97K
186K $423K
ITT
Itt Inc.

Industrials
461
+ 20.74%
$140.12 - $159.62 $64.6K - $73.6K
2.68K $383K
HAL
Halliburton CO

Energy
2.39K
+ 29.02%
$25.77 - $31.99 $61.6K - $76.5K
10.6K $288K
CHDN
Churchill Downs Inc

Consumer Cyclical
421
+ 8.0%
$129.55 - $147.45 $54.5K - $62.1K
5.68K $758K
MAA
Mid America Apartment Communities Inc.

Real Estate
349
+ 17.64%
$149.17 - $165.2 $52.1K - $57.7K
2.33K $359K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
120
+ 3.43%
$58.32 - $85.45 $7K - $10.3K
3.62K $268K
AB
Alliancebernstein Holding L.P.

Financial Services
630
+ 7.09%
$34.59 - $38.68 $21.8K - $24.4K
9.52K $353K
APPF
Appfolio Inc

Technology
53
+ 2.08%
$192.07 - $269.26 $10.2K - $14.3K
2.61K $643K
ED
Consolidated Edison Inc

Utilities
4.27K
+ 18.85%
$88.87 - $107.38 $379K - $458K
26.9K $2.4M
MSGS
Madison Square Garden Sports Corp.

Communication Services
45
+ 2.41%
$208.82 - $235.85 $9.4K - $10.6K
1.91K $431K
DGX
Quest Diagnostics Inc

Healthcare
303
+ 7.37%
N/A
4.41K $605K
RPM
Rpm International Inc

Basic Materials
283
+ 11.49%
$120.09 - $140.26 $34K - $39.7K
2.75K $337K
PGR
Progressive Corp

Financial Services
1.7K
+ 6.52%
$239.6 - $268.88 $407K - $457K
27.8K $6.65M
FANG
Diamondback Energy, Inc.

Energy
362
+ 14.75%
$153.06 - $199.5 $55.4K - $72.2K
2.82K $461K
EXR
Extra Space Storage Inc.

Real Estate
571
+ 37.25%
$142.35 - $178.32 $81.3K - $102K
2.1K $314K
PINS
Pinterest, Inc.

Communication Services
2.27K
+ 26.31%
$28.24 - $34.15 $64.2K - $77.7K
10.9K $316K
KLAC
Kla Corp

Technology
772
+ 24.73%
$614.46 - $829.55 $474K - $640K
3.89K $2.45M
CR
Crane Holdings, Co.

Industrials
466
+ 9.1%
$148.97 - $184.96 $69.4K - $86.2K
5.59K $847K
CBOE
Cboe Global Markets, Inc.

Financial Services
261
+ 16.9%
$191.61 - $217.84 $50K - $56.9K
1.81K $352K
SNAP
Snap Inc

Communication Services
3.27K
+ 19.4%
$9.98 - $12.86 $32.6K - $42K
20.1K $216K
AFG
American Financial Group Inc

Financial Services
223
+ 12.44%
$126.81 - $149.08 $28.3K - $33.2K
2.02K $275K
PNR
Pentair PLC

Industrials
103
+ 1.37%
$95.0 - $109.21 $9.79K - $11.2K
7.63K $767K
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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