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
ONON
On Holding Ag

Consumer Cyclical
20.9K
New
$46.3 - $59.54 $966K - $1.24M
20.9K $1.14M
LVHD
Franklin U.S. Low Volatility H

ETFs
29.3K
New
$38.29 - $41.26 $1.12M - $1.21M
29.3K $1.12M
VT
Vanguard Total World Stk Index

ETFs
9.37K
New
$117.09 - $123.07 $1.1M - $1.15M
9.37K $1.1M
ISMD
Northern Lts Fd Tr Iv

ETFs
29K
New
$36.81 - $40.75 $1.07M - $1.18M
29K $1.09M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
41.9K
New
$25.25 - $26.34 $1.06M - $1.1M
41.9K $1.06M
IJS
Ishares S&P Smallcap 600 Value

ETFs
9.68K
New
$104.59 - $118.05 $1.01M - $1.14M
9.68K $1.05M
SCHR
Schwab Intermediate Term Us Tr

ETFs
43K
New
$24.19 - $50.58 $1.04M - $2.17M
43K $1.04M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
19.3K
New
$51.54 - $52.55 $997K - $1.02M
19.3K $999K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
6.4K
New
$154.42 - $163.91 $988K - $1.05M
6.4K $991K
ROBO
Robo Global Robotics And Autom

ETFs
17.6K
New
$55.06 - $58.6 $969K - $1.03M
17.6K $989K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
41K
New
$23.63 - $26.47 $968K - $1.08M
41K $973K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
20.1K
New
$47.77 - $51.75 $962K - $1.04M
20.1K $972K
FNX
First Tr Mid Cap Core Alphadex

ETFs
8.26K
New
$114.77 - $127.28 $948K - $1.05M
8.26K $955K
AVSC
American Centy ETF Tr Avantis
17.6K
New
$52.7 - $59.57 $926K - $1.05M
17.6K $954K
VOT
Vanguard Mid Cap Growth Index

ETFs
3.75K
New
$241.48 - $274.89 $904K - $1.03M
3.75K $950K
VIS
Vanguard Industrial ETF

ETFs
3.72K
New
$254.39 - $279.7 $946K - $1.04M
3.72K $946K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
4.65K
New
$194.9 - $214.12 $907K - $997K
4.65K $939K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
19.1K
New
$47.66 - $51.97 $910K - $992K
19.1K $931K
HDV
Ishares Core High Dividend ETF

ETFs
8.21K
New
$110.82 - $121.28 $909K - $995K
8.21K $921K
VOE
Vanguard Mid Cap Value Index F

ETFs
5.67K
New
$160.89 - $176.18 $913K - $999K
5.67K $917K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
42.2K
New
$21.34 - $21.82 $901K - $921K
42.2K $903K
SCHO
Schwab Short Term Us Treasury

ETFs
37K
New
$24.06 - $48.88 $891K - $1.81M
37K $890K
BURL
Burlington Stores, Inc.

Consumer Cyclical
3.06K
New
$242.7 - $295.49 $744K - $905K
3.06K $873K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
17.4K
New
$49.87 - $52.46 $868K - $914K
17.4K $869K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
25K
New
$33.92 - $36.6 $848K - $915K
25K $865K
MSI
Motorola Solutions, Inc.

Technology
1.85K
New
$449.08 - $504.6 $831K - $934K
1.85K $855K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
11.1K
New
$73.49 - $86.09 $815K - $955K
11.1K $854K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.32K
New
$340.59 - $380.5 $790K - $883K
2.32K $849K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
19.6K
New
$43.02 - $47.32 $842K - $926K
19.6K $845K
IXN
Ishares Global Information Tec

ETFs
9.93K
New
$80.67 - $87.84 $801K - $873K
9.93K $841K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
18.1K
New
$46.33 - $48.6 $838K - $879K
18.1K $839K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
72.7K
New
$11.42 - $12.5 $831K - $909K
72.7K $838K
PDI
Pimco Dynamic Income Fund

Financial Services
45.5K
New
$18.33 - $20.85 $835K - $949K
45.5K $835K
KRE
Spdr S&P Regional Banking ETF

ETFs
13.6K
New
$54.6 - $68.9 $745K - $940K
13.6K $823K
HYG
Ishares Tr

ETFs
10.4K
New
$78.09 - $80.04 $815K - $836K
10.4K $821K
VV
Vanguard Large Cap ETF

ETFs
3.02K
New
$260.27 - $280.65 $785K - $847K
3.02K $813K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
12.9K
New
$60.13 - $67.31 $778K - $871K
12.9K $786K
TFLO
Ishares Treasury Floating Rate

ETFs
15.2K
New
$50.37 - $50.63 $764K - $768K
15.2K $765K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
9.55K
New
$79.93 - $88.06 $763K - $841K
9.55K $763K
VKQ
Invesco Municipal Trust

Financial Services
77.7K
New
$9.54 - $10.29 $741K - $800K
77.7K $762K
DGS
Wisdomtree Emerging Markets Sm

ETFs
15.5K
New
$48.87 - $53.53 $759K - $832K
15.5K $760K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
86K
New
$8.57 - $9.34 $737K - $804K
86K $751K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
10.1K
New
$72.62 - $77.83 $731K - $783K
10.1K $744K
EEM
Ishares Msci Emerging Markets

ETFs
17.6K
New
$41.82 - $47.36 $736K - $834K
17.6K $736K
WHF
White Horse Finance, Inc.

Financial Services
75.9K
New
$9.53 - $12.15 $724K - $922K
75.9K $734K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
9.57K
New
$70.54 - $79.61 $675K - $762K
9.57K $727K
ARGT
Global X Msci Argentina ETF

ETFs
8.79K
New
$66.16 - $88.28 $582K - $776K
8.79K $726K
VOOV
Vanguard S&P 500 Value ETF

ETFs
3.92K
New
$184.21 - $199.29 $722K - $781K
3.92K $722K
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
70.8K
New
$10.12 - $10.87 $716K - $769K
70.8K $716K
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
Track This Portfolio

Track Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email