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
CSGP
Costar Group, Inc.

Real Estate
3.36K
New
$69.7 - $81.97 $234K - $275K
3.36K $240K
HES
Hess Corp

Energy
1.81K
New
$127.66 - $148.65 $231K - $269K
1.81K $240K
FDLO
Fidelity Covington Tr Low Vola

ETFs
3.97K
New
$60.24 - $63.08 $239K - $250K
3.97K $240K
GUG
Guggenheim Active Allocation Fund

ETFs
16.1K
New
$14.87 - $16.49 $239K - $266K
16.1K $239K
BKR
Baker Hughes CO

Energy
5.8K
New
$35.98 - $44.88 $209K - $260K
5.8K $238K
STT
State Street Corp

Financial Services
2.42K
New
$85.96 - $100.78 $208K - $244K
2.42K $237K
MUSA
Murphy Usa Inc.

Consumer Cyclical
466
New
$473.11 - $555.48 $220K - $259K
466 $233K
USMC
Principal ETF U S Mega Cap

ETFs
3.84K
New
$56.37 - $61.98 $216K - $238K
3.84K $230K
RMD
Resmed Inc

Healthcare
1.01K
New
$228.69 - $256.07 $231K - $258K
1.01K $230K
DFAT
Dimensional ETF Tr U S Target

ETFs
4.12K
New
$54.54 - $61.04 $225K - $252K
4.12K $229K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
2.41K
New
$91.39 - $113.27 $220K - $273K
2.41K $227K
IRBO
Ishares Robotics & Artificial

ETFs
7.06K
New
N/A
7.06K $226K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
3.56K
New
$62.71 - $68.47 $223K - $244K
3.56K $224K
BLOK
Amplify ETF Tr Trnsformational

ETFs
5.2K
New
$36.5 - $53.22 $190K - $277K
5.2K $224K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.96K
New
$72.18 - $81.41 $214K - $241K
2.96K $223K
MLI
Mueller Industries Inc

Industrials
2.79K
New
$71.2 - $95.34 $199K - $266K
2.79K $221K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
4.68K
New
$47.11 - $50.8 $221K - $238K
4.68K $220K
PFM
Invesco Exchange Traded Fd Tr

ETFs
4.82K
New
$45.72 - $48.2 $220K - $232K
4.82K $220K
WSO
Watsco Inc

Industrials
465
New
$466.57 - $568.78 $217K - $264K
465 $220K
TQQQ
Proshares Ultrapro Qqq

ETFs
2.78K
New
$69.42 - $93.29 $193K - $259K
2.78K $219K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
4.55K
New
$46.53 - $49.91 $212K - $227K
4.55K $219K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
6.65K
New
$32.75 - $35.81 $218K - $238K
6.65K $219K
SYLD
Cambria Shareholder Yld ETF

ETFs
3.2K
New
$68.06 - $76.27 $218K - $244K
3.2K $219K
RVT
Royce Value Trust, Inc.

Financial Services
13.8K
New
$15.15 - $16.9 $209K - $233K
13.8K $218K
LDOS
Leidos Holdings, Inc.

Technology
1.52K
New
$143.17 - $201.39 $217K - $305K
1.52K $218K
QPFF
American Centy ETF Tr Quality
6.06K
New
$35.78 - $38.29 $217K - $232K
6.06K $217K
SIVR
Abrdn Silver ETF Trust

ETFs
7.79K
New
$27.61 - $33.22 $215K - $259K
7.79K $215K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
9.59K
New
$22.28 - $22.66 $214K - $217K
9.59K $215K
ALLE
Allegion PLC

Industrials
1.64K
New
$130.63 - $153.36 $215K - $252K
1.64K $214K
GBIL
Goldman Sachs Access Treasury

ETFs
2.15K
New
$99.85 - $100.22 $214K - $215K
2.15K $214K
TKR
Timken CO

Industrials
2.97K
New
$70.76 - $87.24 $210K - $259K
2.97K $212K
RFV
Invesco Exchange Traded Fd Tr

ETFs
1.75K
New
$116.09 - $131.23 $203K - $230K
1.75K $212K
ASTS
Ast Space Mobile, Inc.

Communication Services
10K
New
$21.1 - $28.49 $212K - $286K
10K $211K
FDS
Factset Research Systems Inc

Financial Services
439
New
$449.69 - $495.72 $197K - $218K
439 $210K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
12.6K
New
$15.9 - $17.05 $201K - $215K
12.6K $210K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
13.5K
New
$15.43 - $16.42 $208K - $222K
13.5K $209K
SMR
Nuscale Power Corp

Industrials
11.6K
New
$11.69 - $30.21 $135K - $350K
11.6K $207K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
5.19K
New
$39.84 - $43.92 $207K - $228K
5.19K $206K
CMA
Comerica Inc

Financial Services
3.34K
New
$57.88 - $72.73 $193K - $243K
3.34K $206K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
5.08K
New
$40.34 - $40.62 $205K - $206K
5.08K $205K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
4.11K
New
$49.93 - $50.24 $205K - $206K
4.11K $205K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.05K
New
$50.14 - $52.56 $203K - $213K
4.05K $203K
CNC
Centene Corp

Healthcare
3.37K
New
$56.71 - $73.94 $191K - $249K
3.37K $203K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.97K
New
$28.89 - $33.95 $201K - $236K
6.97K $202K
DFAX
Dimensional ETF Tr
8.16K
New
$24.76 - $27.04 $202K - $221K
8.16K $202K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
16K
New
$12.12 - $13.1 $194K - $209K
16K $194K
PGF
Invesco Exchange Traded Fd Tr

ETFs
13.3K
New
$14.4 - $15.83 $191K - $210K
13.3K $193K
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
5.66K
New
N/A
5.66K $193K
CRF
Cornerstone Total Return Fund Inc

Financial Services
21.7K
New
$8.02 - $9.66 $174K - $209K
21.7K $188K
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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