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
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
744
+ 6.89%
$9.71 - $15.34 $7.22K - $11.4K
11.5K $153K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
53
+ 5.45%
$193.7 - $235.05 $10.3K - $12.5K
1.03K $234K
FRT
Federal Realty Investment Trust

Real Estate
438
+ 7.13%
$109.55 - $117.53 $48K - $51.5K
6.59K $737K
ADI
Analog Devices Inc

Technology
1.79K
+ 9.07%
$206.35 - $236.48 $370K - $424K
21.6K $4.58M
STLD
Steel Dynamics Inc

Basic Materials
264
+ 4.7%
N/A
5.88K $577K
SJM
J M Smucker CO

Consumer Defensive
737
+ 14.44%
$106.92 - $121.75 $78.8K - $89.7K
5.84K $643K
MAS
Masco Corp

Industrials
804
+ 26.93%
$72.52 - $85.73 $58.3K - $68.9K
3.79K $274K
PFG
Principal Financial Group Inc

Financial Services
742
+ 19.37%
$74.91 - $91.26 $55.6K - $67.7K
4.57K $353K
ON
On Semiconductor Corp

Technology
901
+ 25.6%
$63.05 - $74.7 $56.8K - $67.3K
4.42K $278K
WHR
Whirlpool Corp

Consumer Cyclical
44
+ 1.8%
$99.28 - $124.45 $4.37K - $5.48K
2.48K $284K
FQAL
Fidelity Covington Tr Quality

ETFs
197
+ 1.07%
$64.43 - $68.47 $12.7K - $13.5K
18.6K $1.22M
MEDP
Medpace Holdings, Inc.

Healthcare
70
+ 7.44%
$308.93 - $363.58 $21.6K - $25.5K
1.01K $335K
SLF
Sun Life Financial Inc

Financial Services
36
+ 0.25%
$55.43 - $62.69 $2K - $2.26K
14.4K $855K
FCX
Freeport Mcmoran Inc

Basic Materials
5.01K
+ 34.72%
$38.08 - $50.82 $191K - $254K
19.4K $739K
VEEV
Veeva Systems Inc

Healthcare
89
+ 4.25%
$201.81 - $250.45 $18K - $22.3K
2.18K $458K
NBTB
Nbt Bancorp Inc

Financial Services
3
+ 0.06%
$42.64 - $52.33 $128 - $157
5K $238K
NVS
Novartis Ag

Healthcare
826
+ 23.36%
$96.78 - $117.18 $79.9K - $96.8K
4.36K $424K
MGEE
Mge Energy Inc

Utilities
3
+ 0.05%
$88.55 - $108.16 $266 - $324
6.26K $587K
F
Ford Motor CO

Consumer Cyclical
7.79K
+ 8.38%
$9.69 - $11.4 $75.5K - $88.8K
101K $997K
SKX
Skechers Usa Inc

Consumer Cyclical
200
+ 4.67%
$59.24 - $72.0 $11.8K - $14.4K
4.49K $301K
FLO
Flowers Foods Inc

Consumer Defensive
2.2K
+ 16.49%
$20.4 - $23.31 $44.9K - $51.3K
15.6K $321K
FE
Firstenergy Corp

Utilities
2.63K
+ 13.17%
$39.14 - $44.52 $103K - $117K
22.6K $899K
ATO
Atmos Energy Corp

Utilities
63
+ 0.79%
$136.41 - $151.43 $8.59K - $9.54K
8.06K $1.12M
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
1
+ 0.01%
$54.04 - $67.28 $54 - $67.3
11.9K $680K
AWK
American Water Works Company, Inc.

Utilities
360
+ 22.84%
$123.83 - $146.07 $44.6K - $52.6K
1.94K $241K
NRG
Nrg Energy, Inc.

Utilities
146
+ 5.9%
$85.3 - $101.61 $12.5K - $14.8K
2.62K $236K
CLX
Clorox CO

Consumer Defensive
104
+ 0.7%
$156.51 - $169.74 $16.3K - $17.7K
15K $2.44M
ESPR
Esperion Therapeutics, Inc.

Healthcare
1K
+ 7.69%
$1.61 - $3.83 $1.61K - $3.83K
14K $30K
LNC
Lincoln National Corp

Financial Services
102
+ 0.49%
$30.46 - $36.84 $3.11K - $3.76K
21.1K $667K
WPC
W. P. Carey Inc.

Real Estate
1.38K
+ 15.42%
$53.44 - $61.33 $73.8K - $84.7K
10.3K $563K
NDSN
Nordson Corp

Industrials
596
+ 25.88%
$208.83 - $264.36 $124K - $158K
2.9K $606K
WM
Waste Management Inc

Industrials
1.77K
+ 2.89%
$201.79 - $228.46 $357K - $404K
63K $12.7M
DTE
Dte Energy CO

Utilities
542
+ 6.46%
$117.04 - $129.77 $63.4K - $70.3K
8.93K $1.08M
BFB
Brown Forman Corp Cl B
2.94K
+ 23.35%
N/A
15.5K $0
Labcorp Holdings Inc
521
+ 25.75%
N/A
2.54K $0
Saba Capital Income & Opport
6.83K
+ 9.12%
N/A
81.7K $0
Atlassian Corporation
1.37K
+ 45.82%
N/A
4.36K $0
Arm Holdings PLC
18
+ 0.79%
N/A
2.31K $0
Annaly Capital Management In
12.3K
+ 64.28%
N/A
31.4K $0
Smurfit Westrock PLC
330
+ 5.42%
N/A
6.42K $0
Knife River Corp
1
+ 0.04%
N/A
2.6K $0
Brookfield Corp
275
+ 2.87%
N/A
9.86K $0
Cava Group Inc
9.25K
+ 36.35%
N/A
34.7K $0
PBRA
Petroleo Bras Ads (Ea Reptg 2
3
+ 0.01%
N/A
20.7K $271K
Crane Company
104
+ 2.12%
N/A
5.02K $0
Ge Healthcare Technologies I
414
+ 5.54%
N/A
7.89K $0
Gsk PLC
1.96K
+ 13.02%
N/A
17.1K $0
Ge Vernova Inc
3.24K
+ 63.78%
N/A
8.31K $0
Linde PLC
1.23K
+ 7.0%
N/A
18.8K $0
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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