Independent Advisor Alliance Sells in Q3 2024

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DDOG
Datadog, Inc.

Technology
-38
- 0.55%
$104.97 - $134.56 $3.99K - $5.11K
6.83K $785K
TM
Toyota Motor Corp

Consumer Cyclical
-54
- 1.59%
$167.18 - $207.59 $9.03K - $11.2K
3.34K $596K
CHDN
Churchill Downs Inc

Consumer Cyclical
-472
- 8.23%
$130.35 - $145.0 $61.5K - $68.4K
5.26K $711K
PSTG
Pure Storage, Inc.

Technology
-468
- 10.4%
$45.73 - $67.71 $21.4K - $31.7K
4.03K $202K
CDNS
Cadence Design Systems Inc

Technology
-63
- 3.64%
$246.84 - $321.11 $15.6K - $20.2K
1.67K $451K
HAL
Halliburton CO

Energy
-1.2K
- 12.75%
$27.81 - $36.44 $33.5K - $43.8K
8.24K $239K
SWK
Stanley Black & Decker, Inc.

Industrials
-4.13K
- 33.22%
$77.75 - $110.17 $321K - $455K
8.3K $913K
ALT
Altimmune, Inc.

Healthcare
-11.1K
- 52.15%
$5.5 - $8.1 $60.8K - $89.5K
10.1K $62K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-39
- 5.79%
$402.52 - $505.35 $15.7K - $19.7K
634 $272K
AWK
American Water Works Company, Inc.

Utilities
-774
- 32.94%
$127.76 - $149.9 $98.9K - $116K
1.58K $230K
MCHP
Microchip Technology Inc

Technology
-158
- 3.39%
$72.0 - $95.98 $11.4K - $15.2K
4.5K $361K
MRO
Marathon Oil Corp

Energy
-1.47K
- 11.53%
$25.87 - $29.26 $38.1K - $43.1K
11.3K $301K
MNST
Monster Beverage Corp

Consumer Defensive
-1.47K
- 27.14%
$45.01 - $52.47 $65.9K - $76.9K
3.93K $205K
APPF
Appfolio Inc

Technology
-148
- 5.48%
$204.33 - $270.02 $30.2K - $40K
2.55K $600K
TTWO
Take Two Interactive Software Inc

Communication Services
-323
- 5.92%
$135.67 - $161.71 $43.8K - $52.2K
5.14K $789K
DTE
Dte Energy CO

Utilities
-1.83K
- 17.91%
$108.67 - $128.41 $199K - $235K
8.39K $1.08M
HSY
Hershey CO

Consumer Defensive
-2.03K
- 4.82%
$182.45 - $203.25 $371K - $413K
40.2K $7.7M
TSN
Tyson Foods, Inc.

Consumer Defensive
-1.24K
- 16.89%
$55.91 - $65.87 $69K - $81.3K
6.08K $361K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-168
- 4.37%
$320.55 - $412.94 $53.9K - $69.4K
3.67K $1.43M
CW
Curtiss Wright Corp

Industrials
-365
- 30.75%
$265.18 - $332.22 $96.8K - $121K
822 $270K
PBRA
Petroleo Bras Ads (Ea Reptg 2
-3K
- 12.66%
N/A
20.7K $271K
ES
Eversource Energy

Utilities
-1.48K
- 27.1%
$56.52 - $68.38 $83.4K - $101K
3.97K $270K
TME
Tencent Music Entertainment Group

Communication Services
-435
- 2.75%
$9.46 - $15.28 $4.12K - $6.65K
15.4K $185K
TWLO
Twilio Inc

Communication Services
-1.12K
- 26.47%
$56.03 - $65.23 $62.6K - $72.9K
3.1K $202K
NOVT
Novanta Inc

Technology
-90
- 2.36%
$157.79 - $157.79 $14.2K - $14.2K
3.73K $587K
PPL
Ppl Corp

Utilities
-6.09K
- 19.87%
$27.36 - $33.08 $167K - $201K
24.6K $812K
FQAL
Fidelity Covington Tr Quality

ETFs
-1.63K
- 8.14%
$58.92 - $64.9 $96.1K - $106K
18.4K $1.19M
LANC
Lancaster Colony Corp

Consumer Defensive
-55
- 3.13%
$167.65 - $198.49 $9.22K - $10.9K
1.7K $300K
TSCO
Tractor Supply CO

Consumer Cyclical
-368
- 10.23%
$251.95 - $290.93 $92.7K - $107K
3.23K $939K
DTM
Dt Midstream, Inc.

Energy
-824
- 16.43%
$69.34 - $79.28 $57.1K - $65.3K
4.19K $329K
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.22K
- 5.99%
$29.85 - $41.1 $36.5K - $50.2K
19.2K $752K
BBY
Best Buy CO Inc

Consumer Cyclical
-960
- 25.13%
$80.23 - $103.29 $77K - $99.2K
2.86K $295K
PECO
Phillips Edison & Company, Inc.

Real Estate
-2.35K
- 18.55%
$32.1 - $38.93 $75.3K - $91.3K
10.3K $388K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-533
- 7.52%
$138.82 - $162.76 $74K - $86.8K
6.56K $1.07M
CCL
Carnival Corp

Consumer Cyclical
-62
- 0.07%
$14.01 - $19.18 $869 - $1.19K
94K $1.74M
CPRT
Copart Inc

Consumer Cyclical
-102
- 1.07%
$49.19 - $55.54 $5.02K - $5.67K
9.39K $492K
TD
Toronto Dominion Bank

Financial Services
-898
- 20.64%
$54.54 - $64.56 $49K - $58K
3.45K $218K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-494
- 20.87%
$112.12 - $149.09 $55.4K - $73.7K
1.87K $277K
VRSK
Verisk Analytics, Inc.

Industrials
-7
- 0.06%
$260.31 - $285.99 $1.82K - $2K
11.1K $2.97M
STZ
Constellation Brands, Inc.

Consumer Defensive
-76
- 2.4%
$236.42 - $259.82 $18K - $19.7K
3.1K $797K
ESS
Essex Property Trust, Inc.

Real Estate
-68
- 3.41%
$272.82 - $272.82 $18.6K - $18.6K
1.93K $525K
MKC
Mccormick & CO Inc

Consumer Defensive
-5.21K
- 14.38%
$69.44 - $84.76 $362K - $442K
31K $2.55M
IT
Gartner Inc

Technology
-146
- 14.63%
$441.32 - $516.47 $64.4K - $75.4K
852 $431K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-55
- 5.35%
$194.69 - $239.18 $10.7K - $13.2K
973 $203K
FISV
Fiserv Inc

Technology
-127
- 1.28%
N/A
9.81K $1.23M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-245
- 5.08%
N/A
4.58K $296K
FTI
Technip Fmc PLC

Energy
-628
- 0.98%
$23.46 - $29.5 $14.7K - $18.5K
63.4K $1.66M
JOBY
Joby Aviation, Inc.

Industrials
-1.48K
- 7.28%
$4.77 - $7.46 $7.06K - $11K
18.9K $94K
VMC
Vulcan Materials CO

Basic Materials
-40
- 2.66%
$231.83 - $274.51 $9.27K - $11K
1.46K $366K
Activity Summary
Buys All Purchases 337 New Holdings 68 Increased Positions 269 Sells All Sells 335 Reductions 335 Sold out 0 Options Calls 0 Puts 0
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