Independent Advisor Alliance New Holdings in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FCOM
Fidelity Covington Tr Msci Com

ETFs
6.64K
New
$54.65 - $61.96 $363K - $412K
6.64K $389K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
50.3K
New
$7.67 - $8.25 $385K - $415K
50.3K $388K
WTRG
Essential Utilities, Inc.

Utilities
10.7K
New
$36.18 - $40.55 $387K - $434K
10.7K $388K
IEV
Ishares Tr Europe ETF

ETFs
7.43K
New
$52.03 - $57.63 $387K - $428K
7.43K $386K
SCHP
Schwab Strategic Us Tips ETF

ETFs
14.6K
New
$25.74 - $53.78 $375K - $783K
14.6K $376K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
9.56K
New
$38.02 - $42.79 $363K - $409K
9.56K $374K
EW
Edwards Lifesciences Corp

Healthcare
5.05K
New
$64.54 - $75.92 $326K - $383K
5.05K $373K
FLRN
Spdr Bloomberg Investment Grad

ETFs
12.1K
New
$30.67 - $30.84 $371K - $373K
12.1K $371K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
3.53K
New
$104.52 - $115.08 $369K - $406K
3.53K $371K
RS
Reliance Steel & Aluminum CO

Basic Materials
1.37K
New
$264.2 - $326.32 $362K - $447K
1.37K $368K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
24.6K
New
$14.38 - $15.35 $354K - $377K
24.6K $367K
HYDB
Ishares Tr Edge High Yield Def

ETFs
7.81K
New
$46.68 - $47.95 $365K - $375K
7.81K $367K
RZV
Invesco Fd Tr

ETFs
3.21K
New
$105.77 - $119.36 $340K - $383K
3.21K $357K
FNDA
Schwab Fundamental U S Small C

ETFs
12K
New
$29.26 - $59.11 $350K - $707K
12K $355K
VONE
Vanguard Russell 1000 ETF

ETFs
1.33K
New
$257.18 - $277.76 $342K - $369K
1.33K $354K
TDG
Trans Digm Group Inc

Industrials
279
New
$1239.0 - $1442.53 $346K - $402K
279 $353K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.59K
New
$134.53 - $150.65 $349K - $391K
2.59K $351K
EWJ
Ishares Msci Japan ETF

ETFs
5.21K
New
$66.18 - $71.84 $344K - $374K
5.21K $349K
JOE
St Joe CO

Real Estate
7.64K
New
$43.8 - $59.68 $335K - $456K
7.64K $343K
DHS
Wisdomtree Tr U.S

ETFs
3.65K
New
$92.66 - $100.58 $338K - $367K
3.65K $340K
AMZA
Etfis Ser Tr I

ETFs
7.91K
New
$39.41 - $47.31 $312K - $374K
7.91K $338K
CF
Cf Industries Holdings, Inc.

Basic Materials
3.96K
New
$81.39 - $94.14 $322K - $373K
3.96K $337K
FEX
First Tr Large Cap Core Alphde

ETFs
3.24K
New
$103.29 - $112.88 $335K - $366K
3.24K $337K
IYR
Ishares Tr

ETFs
3.62K
New
$90.74 - $102.87 $329K - $372K
3.62K $336K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
9.34K
New
$34.83 - $38.05 $325K - $355K
9.34K $329K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
3.1K
New
$105.45 - $117.99 $327K - $366K
3.1K $329K
CTSH
Cognizant Technology Solutions Corp

Technology
4.26K
New
$74.37 - $82.32 $317K - $351K
4.26K $327K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
25.9K
New
$12.16 - $13.26 $315K - $344K
25.9K $327K
SIL
Global X Silver Miners ETF

ETFs
10.2K
New
$31.61 - $41.98 $322K - $428K
10.2K $324K
FPX
First Trust Us Equity Opportun

ETFs
2.7K
New
$109.38 - $131.9 $296K - $357K
2.7K $323K
AOA
Ishares Tr Core Aggressive All

ETFs
4.21K
New
$76.61 - $79.88 $322K - $336K
4.21K $322K
DTH
Wisdomtree Tr

ETFs
8.54K
New
$37.38 - $41.11 $319K - $351K
8.54K $322K
HPE
Hewlett Packard Enterprise CO

Technology
15K
New
$19.31 - $23.95 $290K - $360K
15K $320K
QDPL
Pacer Fds Tr Metaurus Us Large
8.33K
New
$37.54 - $40.11 $313K - $334K
8.33K $319K
JHML
John Hancock Multifactor Large

ETFs
4.59K
New
$68.78 - $73.44 $315K - $337K
4.59K $319K
PKG
Packaging Corp Of America

Consumer Cyclical
1.42K
New
$211.98 - $248.85 $301K - $354K
1.42K $319K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
17.8K
New
$16.54 - $17.92 $294K - $318K
17.8K $315K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
15.3K
New
N/A
15.3K $309K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
12.1K
New
$25.3 - $26.31 $305K - $318K
12.1K $308K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
5.03K
New
$59.58 - $63.93 $300K - $322K
5.03K $307K
CVNA
Carvana Co.

Consumer Cyclical
1.51K
New
$175.8 - $260.8 $265K - $393K
1.51K $306K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
6.36K
New
$47.63 - $52.63 $303K - $335K
6.36K $306K
SHYD
Vaneck Short High Yield Muni E

ETFs
13.6K
New
$22.45 - $22.81 $305K - $310K
13.6K $305K
IYF
Ishares Tr

ETFs
2.76K
New
$102.7 - $119.05 $284K - $329K
2.76K $305K
VCR
Vanguard Consumer Discretionar

ETFs
810
New
$328.51 - $401.37 $266K - $325K
810 $304K
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.63K
New
$63.58 - $71.15 $294K - $329K
4.63K $301K
DISV
Dimensional ETF Tr Dimensional

ETFs
11.4K
New
$26.18 - $28.77 $297K - $327K
11.4K $301K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
39.2K
New
$7.5 - $8.25 $294K - $323K
39.2K $300K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
28.6K
New
$10.38 - $11.36 $297K - $325K
28.6K $300K
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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