Independent Advisor Alliance Sells in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
-114K
- 21.31%
$61.74 - $71.71 $7.04M - $8.17M
421K $26.2M
UNH
Unitedhealth Group Inc

Healthcare
-2.08K
- 5.43%
$485.52 - $625.25 $1.01M - $1.3M
36.1K $18.3M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-80.6K
- 81.86%
$47.29 - $84.74 $3.81M - $6.83M
17.9K $1.33M
CRWD
Crowd Strike Holdings, Inc.

Technology
-14.4K
- 47.08%
$275.15 - $388.2 $3.97M - $5.61M
16.2K $5.55M
ELV
Elevance Health, Inc.

Healthcare
-4.51K
- 53.06%
$365.96 - $514.62 $1.65M - $2.32M
3.99K $1.47M
HSY
Hershey CO

Consumer Defensive
-10.7K
- 26.52%
$168.67 - $193.65 $1.8M - $2.06M
29.5K $5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.59K
- 20.66%
$501.29 - $612.85 $1.3M - $1.59M
9.94K $5.17M
ABCB
Ameris Bancorp

Financial Services
-43.2K
- 1.7%
$60.0 - $72.37 $2.59M - $3.12M
2.49M $156M
PEP
Pepsico Inc

Consumer Defensive
-596
- 0.56%
$151.29 - $176.1 $90.2K - $105K
106K $16.1M
NEE
Nextera Energy Inc

Utilities
-1.55K
- 1.23%
$69.77 - $85.43 $108K - $132K
124K $8.88M
EXPD
Expeditors International Of Washington Inc

Industrials
-2.78K
- 5.84%
$110.5 - $128.26 $307K - $357K
44.8K $4.97M
OXY
Occidental Petroleum Corp

Energy
-23.9K
- 48.84%
$45.36 - $55.91 $1.08M - $1.34M
25K $1.24M
MCD
Mcdonalds Corp

Consumer Cyclical
-649
- 0.87%
$288.47 - $316.54 $187K - $205K
74.2K $21.5M
TGT
Target Corp

Consumer Defensive
-3.83K
- 10.87%
$121.59 - $160.69 $466K - $615K
31.4K $4.25M
BIIB
Biogen Inc.

Healthcare
-5.82K
- 70.21%
$146.47 - $191.55 $852K - $1.11M
2.47K $377K
NKE
Nike, Inc.

Consumer Cyclical
-7.23K
- 14.87%
$73.36 - $89.13 $530K - $644K
41.4K $3.13M
URI
United Rentals, Inc.

Industrials
-355
- 4.13%
$704.44 - $880.32 $250K - $313K
8.25K $5.81M
CSX
Csx Corp

Industrials
-23.5K
- 21.74%
$31.58 - $36.88 $741K - $866K
84.5K $2.73M
CVS
Cvs Health Corp

Healthcare
-6.17K
- 15.78%
$43.78 - $67.46 $270K - $416K
32.9K $1.48M
EVRG
Evergy, Inc.

Utilities
-14K
- 57.08%
$59.06 - $65.0 $826K - $909K
10.5K $646K
IEX
Idex Corp

Industrials
-3.43K
- 20.45%
$202.75 - $236.06 $695K - $810K
13.3K $2.79M
EBAY
Ebay Inc

Consumer Cyclical
-10.9K
- 36.73%
$57.51 - $67.17 $629K - $735K
18.8K $1.17M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 12.5%
$664750.0 - $724132.5 $665K - $724K
7 $4.77M
SBUX
Starbucks Corp

Consumer Cyclical
-5.53K
- 18.38%
$87.44 - $102.5 $484K - $567K
24.6K $2.24M
BRO
Brown & Brown, Inc.

Financial Services
-6.07K
- 13.28%
$100.93 - $113.42 $612K - $688K
39.6K $4.04M
CB
Chubb LTD

Financial Services
-751
- 1.99%
$271.57 - $301.89 $204K - $227K
37K $10.2M
RIO
Rio Tinto PLC

Basic Materials
-2.35K
- 5.59%
$58.59 - $71.15 $138K - $167K
39.7K $2.33M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-3.92K
- 25.18%
$72.97 - $96.75 $286K - $379K
11.6K $864K
IRM
Iron Mountain Inc

Real Estate
-539
- 1.35%
$101.62 - $128.14 $54.8K - $69.1K
39.3K $4.13M
BEN
Franklin Resources Inc

Financial Services
-26.5K
- 37.14%
$19.35 - $22.76 $514K - $604K
44.9K $911K
GXO
Gxo Logistics, Inc.

Industrials
-6.21K
- 25.08%
$41.93 - $63.02 $260K - $391K
18.5K $806K
ADM
Archer Daniels Midland CO

Consumer Defensive
-2.93K
- 8.96%
$49.38 - $59.52 $145K - $175K
29.8K $1.51M
SEVN
Seven Hills Realty Trust

Real Estate
-17.6K
- 5.68%
$12.28 - $14.42 $216K - $254K
292K $3.82M
DOW
Dow Inc.

Basic Materials
-1.59K
- 7.44%
$39.1 - $55.34 $62.2K - $88.1K
19.8K $794K
GLD
Spdr Gold Trust

ETFs
-1.14K
- 1.27%
$236.59 - $257.5 $270K - $294K
88.8K $21.5M
KHC
Kraft Heinz CO

Consumer Defensive
-3.97K
- 9.06%
$30.1 - $36.02 $119K - $143K
39.8K $1.22M
RTX
Raytheon Technologies Corp

Industrials
-351
- 0.7%
$114.45 - $127.21 $40.2K - $44.7K
49.6K $5.74M
NVR
Nvr Inc

Consumer Cyclical
-1
- 0.65%
$8101.21 - $9940.51 $8.1K - $9.94K
152 $1.24M
WMS
Advanced Drainage Systems, Inc.

Industrials
-1
- 0.02%
$114.63 - $163.52 $115 - $164
5.97K $690K
IDXX
Idexx Laboratories Inc

Healthcare
-154
- 7.96%
$406.92 - $495.42 $62.7K - $76.3K
1.78K $736K
ALB
Albemarle Corp

Basic Materials
-1.43K
- 13.55%
$86.08 - $111.3 $123K - $159K
9.12K $785K
DVN
Devon Energy Corp

Energy
-1.09K
- 3.97%
$30.52 - $42.96 $33.3K - $46.8K
26.4K $864K
WING
Wingstop Inc.

Consumer Cyclical
-31
- 2.11%
$281.09 - $422.95 $8.71K - $13.1K
1.44K $408K
MGM
Mgm Resorts International

Consumer Cyclical
-3.6K
- 25.5%
$33.44 - $41.99 $120K - $151K
10.5K $364K
FDX
Fedex Corp

Industrials
-800
- 9.8%
$260.5 - $305.15 $208K - $244K
7.36K $2.07M
ZETA
Zeta Global Holdings Corp.

Technology
-1.11K
- 9.76%
$17.37 - $36.74 $19.3K - $40.9K
10.3K $184K
STZ
Constellation Brands, Inc.

Consumer Defensive
-130
- 4.2%
$219.66 - $257.62 $28.6K - $33.5K
2.97K $655K
BHP
Bhp Group LTD

Basic Materials
-397
- 4.46%
$48.78 - $62.43 $19.4K - $24.8K
8.51K $415K
LTC
Ltc Properties Inc

Real Estate
-131
- 0.23%
$34.42 - $39.44 $4.51K - $5.17K
55.8K $1.93M
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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