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
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
24.2K
New
$22.63 - $47.53 $547K - $1.15M
24.2K $548K
FNDF
Schwab Fundamental Intl Large

ETFs
16.3K
New
$32.92 - $37.15 $538K - $607K
16.3K $542K
LIT
Global X Fds Global X Lithium

ETFs
13.3K
New
$40.78 - $48.97 $541K - $649K
13.3K $540K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.92K
New
$170.03 - $192.78 $496K - $562K
2.92K $539K
JNK
Spdr Bloomberg High Yield Bond

ETFs
5.64K
New
$94.77 - $97.36 $535K - $549K
5.64K $538K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
12.3K
New
$42.8 - $44.98 $527K - $553K
12.3K $537K
BSCV
Invesco ETF Self Indexed Fd Tr
33.4K
New
$16.02 - $16.72 $536K - $559K
33.4K $536K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
4.05K
New
$125.5 - $148.67 $509K - $602K
4.05K $536K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
65.2K
New
$8.17 - $8.66 $533K - $565K
65.2K $532K
VONV
Vanguard Russell 1000 Value Et

ETFs
6.53K
New
$80.87 - $87.69 $528K - $573K
6.53K $530K
APP
App Lovin Corp

Technology
1.6K
New
$130.67 - $401.5 $209K - $642K
1.6K $518K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
11.3K
New
$44.2 - $49.46 $498K - $558K
11.3K $516K
VTWO
Vanguard Russell 2000 ETF

ETFs
5.77K
New
$87.42 - $98.06 $505K - $566K
5.77K $515K
MLPA
Global X Mlp ETF

ETFs
10.1K
New
$47.44 - $52.61 $481K - $534K
10.1K $501K
VSMV
Victoryshares Us Multifactor M

ETFs
10.3K
New
$47.81 - $50.6 $494K - $522K
10.3K $495K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
12K
New
N/A
12K $488K
VPU
Vanguard Utilities ETF

ETFs
2.98K
New
$160.52 - $179.11 $479K - $534K
2.98K $487K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
36.9K
New
$12.74 - $14.23 $470K - $525K
36.9K $479K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
6.22K
New
$75.22 - $82.17 $468K - $511K
6.22K $473K
JHEM
John Hancock Exchange Traded

ETFs
18.3K
New
$25.73 - $29.24 $470K - $534K
18.3K $472K
BBUS
J P Morgan Exchg Traded Fd

ETFs
4.46K
New
$102.46 - $110.17 $457K - $491K
4.46K $472K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.68K
New
$100.24 - $101.35 $469K - $474K
4.68K $470K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
34.3K
New
$13.12 - $13.68 $450K - $469K
34.3K $456K
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
54.1K
New
$8.37 - $8.79 $453K - $476K
54.1K $454K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
6.51K
New
$68.71 - $73.91 $448K - $481K
6.51K $449K
JETS
ETF Ser Solutions U S Global J

ETFs
17.7K
New
$20.04 - $25.93 $355K - $460K
17.7K $449K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
38.1K
New
$11.39 - $12.41 $434K - $473K
38.1K $444K
EWX
Spdr S&P Emerging Markets Smal

ETFs
7.57K
New
$58.61 - $64.79 $444K - $491K
7.57K $443K
VNLA
Janus Henderson Short Duration

ETFs
8.94K
New
$48.82 - $49.11 $436K - $439K
8.94K $437K
URTH
Ishares Msci World ETF

ETFs
2.8K
New
$153.73 - $162.67 $431K - $456K
2.8K $435K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
17.1K
New
N/A
17.1K $435K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
23.3K
New
$18.59 - $18.8 $434K - $439K
23.3K $434K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
6.35K
New
$68.25 - $75.42 $434K - $479K
6.35K $434K
AME
Ametek Inc

Industrials
2.39K
New
$165.89 - $197.38 $396K - $471K
2.39K $430K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
29.6K
New
$14.42 - $16.27 $427K - $482K
29.6K $426K
ERC
Allspring Multi Sector Income Fund

Financial Services
46.2K
New
$8.84 - $9.54 $408K - $441K
46.2K $424K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
17.8K
New
$23.55 - $23.9 $418K - $424K
17.8K $418K
PAY
Paymentus Holdings, Inc.

Technology
12.8K
New
$19.82 - $38.35 $253K - $490K
12.8K $417K
FNDX
Schwab Fundamental U S Large C

ETFs
17.5K
New
$23.49 - $71.77 $410K - $1.25M
17.5K $413K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
29.5K
New
$13.54 - $14.25 $400K - $421K
29.5K $412K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
19.5K
New
$20.98 - $21.19 $410K - $414K
19.5K $411K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
45.2K
New
$8.91 - $9.52 $402K - $430K
45.2K $406K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
51.3K
New
$7.83 - $8.16 $402K - $419K
51.3K $403K
CCI
Crown Castle International Corp

Real Estate
4.36K
New
$89.78 - $119.11 $391K - $519K
4.36K $395K
MLM
Martin Marietta Materials Inc

Basic Materials
764
New
$516.5 - $619.58 $395K - $473K
764 $394K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18K
New
$21.81 - $22.48 $393K - $405K
18K $394K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.3K
New
N/A
6.3K $393K
SGOL
Abrdn Gold ETF Trust

ETFs
15.7K
New
$24.46 - $26.62 $384K - $418K
15.7K $392K
DASH
Door Dash, Inc.

Communication Services
2.33K
New
$141.93 - $180.48 $330K - $420K
2.33K $390K
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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