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
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
34.7K
New
$7.67 - $9.21 $266K - $320K
34.7K $298K
IYE
Ishares Tr

ETFs
6.56K
New
$43.93 - $51.37 $288K - $337K
6.56K $298K
AEE
Ameren Corp

Utilities
3.3K
New
$85.81 - $94.98 $284K - $314K
3.3K $294K
KWEB
Kraneshares Tr Csi China Inter

ETFs
10K
New
$29.11 - $38.87 $292K - $390K
10K $293K
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
3.36K
New
$79.6 - $95.17 $267K - $320K
3.36K $291K
DFS
Discover Financial Services

Financial Services
1.67K
New
$136.3 - $182.67 $227K - $305K
1.67K $288K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
7.23K
New
$38.96 - $43.28 $282K - $313K
7.23K $284K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
12.6K
New
$22.02 - $46.16 $277K - $581K
12.6K $277K
NEAR
Blackrock Short Maturity Bond

ETFs
5.5K
New
$50.28 - $51.08 $277K - $281K
5.5K $277K
PWV
Invesco Exchange Traded Fd Tr

ETFs
4.84K
New
$56.33 - $61.73 $272K - $298K
4.84K $275K
LVHI
Franklin International Low Vol

ETFs
8.84K
New
$29.98 - $31.57 $265K - $279K
8.84K $269K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.88K
New
$93.52 - $95.37 $269K - $274K
2.88K $269K
HOOD
Robinhood Markets, Inc.

Technology
7.19K
New
$22.33 - $43.2 $161K - $311K
7.19K $268K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
25.9K
New
$10.2 - $10.51 $264K - $272K
25.9K $268K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.62K
New
$164.89 - $177.66 $267K - $288K
1.62K $267K
QLD
Proshares Ultra Qqq

ETFs
2.48K
New
$97.85 - $120.25 $242K - $298K
2.48K $267K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
14.8K
New
$17.87 - $19.48 $264K - $288K
14.8K $266K
IBND
Spdr Bloomberg International C

ETFs
9.33K
New
$28.36 - $30.49 $265K - $284K
9.33K $264K
ROUS
Hartford Multifactor Us Equity

ETFs
5.17K
New
$50.86 - $54.39 $263K - $281K
5.17K $263K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5.5K
New
$47.58 - $48.56 $262K - $267K
5.5K $262K
DEEP
ETF Ser Solutions Roundhill Ac

Technology
7.59K
New
$34.22 - $37.6 $260K - $285K
7.59K $261K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.48K
New
$138.3 - $192.95 $204K - $285K
1.48K $260K
FTGC
First Trust Global Tactical CO

ETFs
10.9K
New
$23.23 - $24.25 $252K - $263K
10.9K $259K
HSBC
Hsbc Holdings PLC

Financial Services
5.23K
New
$43.83 - $49.51 $229K - $259K
5.23K $258K
IHF
Ishares Tr

ETFs
5.36K
New
$47.41 - $56.83 $254K - $305K
5.36K $257K
CNQ
Canadian Natural Resources LTD

Energy
8.31K
New
$29.51 - $37.6 $245K - $312K
8.31K $256K
PKB
Invesco Exchange Traded Fd Tr

ETFs
3.39K
New
$75.72 - $88.37 $257K - $300K
3.39K $256K
AOM
Ishares Tr Core Moderate Alloc

ETFs
5.91K
New
$43.44 - $45.05 $257K - $266K
5.91K $256K
AAL
American Airlines Group Inc.

Industrials
23.2K
New
N/A
23.2K $255K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.34K
New
$180.39 - $205.43 $242K - $275K
1.34K $254K
JLS
Nuveen Mortgage & Income Fund

Financial Services
13.9K
New
$17.91 - $18.99 $249K - $264K
13.9K $250K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
1.6K
New
$156.32 - $178.25 $249K - $284K
1.6K $250K
TDY
Teledyne Technologies Inc

Technology
540
New
$436.59 - $489.24 $236K - $264K
540 $250K
PHYS
Sprott Physical Gold Trust

Financial Services
12.4K
New
$19.66 - $21.66 $244K - $268K
12.4K $249K
IYJ
Ishares Tr

ETFs
1.86K
New
$132.97 - $143.93 $247K - $267K
1.86K $247K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.96K
New
$79.95 - $89.42 $237K - $265K
2.96K $247K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
5.08K
New
$48.12 - $52.79 $244K - $268K
5.08K $245K
SJNK
Spdr Bloomberg Short Term High

ETFs
9.68K
New
$25.09 - $25.69 $243K - $249K
9.68K $244K
OC
Owens Corning

Industrials
1.43K
New
$169.41 - $210.81 $243K - $302K
1.43K $244K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
5.73K
New
$42.32 - $55.35 $242K - $317K
5.73K $244K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
10.7K
New
$22.65 - $23.8 $243K - $255K
10.7K $243K
HQH
Tekla Healthcare Investors

Financial Services
15.2K
New
$16.03 - $18.73 $243K - $284K
15.2K $243K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.19K
New
$75.65 - $83.47 $241K - $266K
3.19K $243K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
29.4K
New
$8.1 - $9.04 $238K - $266K
29.4K $243K
DXCM
Dexcom Inc

Healthcare
3.14K
New
$65.68 - $81.01 $206K - $254K
3.14K $243K
CDC
Victory Portfolios Ii Shs Inco

ETFs
3.88K
New
$61.65 - $67.55 $239K - $262K
3.88K $242K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
6.64K
New
$35.31 - $38.83 $235K - $258K
6.64K $242K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
7.24K
New
$33.39 - $37.66 $242K - $273K
7.24K $241K
OMC
Omnicom Group Inc.

Communication Services
2.8K
New
$85.82 - $105.47 $240K - $295K
2.8K $240K
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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