Independent Advisor Alliance Sells in Q3 2024

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MPWR
Monolithic Power Systems Inc

Technology
-9
- 3.67%
$757.04 - $947.16 $6.81K - $8.52K
236 $218K
CR
Crane Holdings, Co.

Industrials
-355
- 6.48%
$140.34 - $160.42 $49.8K - $56.9K
5.12K $810K
STAG
Stag Industrial, Inc.

Real Estate
-91
- 1.3%
$35.42 - $40.98 $3.22K - $3.73K
6.93K $270K
BALL
Ball Corp

Consumer Cyclical
-229
- 5.64%
$58.86 - $67.91 $13.5K - $15.6K
3.83K $260K
AFG
American Financial Group Inc

Financial Services
-26
- 1.43%
$119.65 - $137.03 $3.11K - $3.56K
1.79K $241K
MAA
Mid America Apartment Communities Inc.

Real Estate
-100
- 4.81%
$138.8 - $166.65 $13.9K - $16.7K
1.98K $314K
SYF
Synchrony Financial

Financial Services
-347
- 2.64%
$43.77 - $52.22 $15.2K - $18.1K
12.8K $637K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-9
- 0.14%
$53.41 - $57.9 $481 - $521
6.37K $368K
MTB
M&T Bank Corp

Financial Services
-143
- 8.21%
$146.49 - $179.85 $20.9K - $25.7K
1.6K $284K
LYV
Live Nation Entertainment, Inc.

Communication Services
-227
- 7.89%
$88.06 - $109.5 $20K - $24.9K
2.65K $290K
CARR
Carrier Global Corp

Industrials
-1.33K
- 17.69%
$61.9 - $80.88 $82.3K - $108K
6.19K $498K
RBLX
Roblox Corp

Communication Services
-1.07K
- 10.53%
$36.18 - $47.64 $38.5K - $50.7K
9.05K $400K
WY
Weyerhaeuser CO

Real Estate
-593
- 7.09%
$27.05 - $33.84 $16K - $20.1K
7.77K $262K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-5
- 0.24%
$210.25 - $231.86 $1.05K - $1.16K
2.11K $471K
HOLX
Hologic Inc

Healthcare
-6
- 0.17%
$73.48 - $83.64 $441 - $502
3.6K $293K
EXR
Extra Space Storage Inc.

Real Estate
-74
- 4.6%
$151.92 - $183.06 $11.2K - $13.5K
1.53K $276K
RCM
R1 Rcm Inc.

Healthcare
-504
- 2.37%
$10.9 - $14.18 $5.49K - $7.15K
20.8K $294K
COF
Capital One Financial Corp

Financial Services
-312
- 4.77%
$131.42 - $153.05 $41K - $47.8K
6.23K $932K
CAG
Conagra Brands Inc.

Consumer Defensive
-135
- 1.65%
$28.13 - $32.83 $3.8K - $4.43K
8.02K $260K
SJM
J M Smucker CO

Consumer Defensive
-299
- 5.53%
$109.12 - $122.4 $32.6K - $36.6K
5.1K $618K
USFD
Us Foods Holding Corp.

Consumer Defensive
-207
- 4.28%
$50.06 - $62.82 $10.4K - $13K
4.63K $284K
ZM
Zoom Video Communications, Inc.

Technology
-102
- 2.96%
$55.32 - $71.9 $5.64K - $7.33K
3.34K $233K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-1.01K
- 15.73%
$85.44 - $110.36 $86.4K - $112K
5.42K $597K
HLN
Haleon PLC

Healthcare
-267
- 1.72%
$8.32 - $10.7 $2.22K - $2.86K
15.3K $161K
DLR
Digital Realty Trust, Inc.

Real Estate
-138
- 2.39%
$144.47 - $162.98 $19.9K - $22.5K
5.65K $913K
ICE
Intercontinental Exchange, Inc.

Financial Services
-943
- 11.64%
$136.93 - $162.81 $129K - $154K
7.16K $1.15M
FIS
Fidelity National Information Services, Inc.

Technology
-200
- 2.89%
$72.8 - $85.04 $14.6K - $17K
6.71K $562K
AON
Aon PLC

Financial Services
-9
- 1.03%
$293.16 - $351.06 $2.64K - $3.16K
865 $299K
VICI
Vici Properties Inc.

Real Estate
-522
- 4.01%
$27.64 - $34.08 $14.4K - $17.8K
12.5K $416K
BK
Bank Of New York Mellon Corp

Financial Services
-377
- 6.34%
$59.54 - $72.17 $22.4K - $27.2K
5.57K $400K
NVR
Nvr Inc

Consumer Cyclical
-39
- 20.31%
$7421.51 - $9811.8 $289K - $383K
153 $1.5M
OGE
Oge Energy Corp.

Utilities
-99
- 1.07%
$35.12 - $41.18 $3.48K - $4.08K
9.15K $375K
HROW
Harrow Health, Inc.

Healthcare
-4.5K
- 43.74%
$20.85 - $46.47 $93.8K - $209K
5.79K $260K
YUM
Yum Brands Inc

Consumer Cyclical
-26
- 0.37%
$125.95 - $139.96 $3.27K - $3.64K
7K $978K
WD
Walker & Dunlop, Inc.

Financial Services
-91
- 2.34%
$93.87 - $113.96 $8.54K - $10.4K
3.79K $430K
LNT
Alliant Energy Corp

Utilities
-803
- 8.08%
$50.74 - $60.74 $40.7K - $48.8K
9.14K $554K
AMT
American Tower Corp

Real Estate
-455
- 11.13%
$192.27 - $242.73 $87.5K - $110K
3.63K $844K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-300
- 2.38%
$72.22 - $81.88 $21.7K - $24.6K
12.3K $968K
VEEV
Veeva Systems Inc

Healthcare
-28
- 1.32%
$180.43 - $223.9 $5.05K - $6.27K
2.09K $439K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-94
- 5.62%
$1015.62 - $1159.62 $95.5K - $109K
1.58K $1.82M
PANW
Palo Alto Networks Inc

Technology
-27
- 0.12%
$294.18 - $368.01 $7.94K - $9.94K
22.2K $7.58M
SWN
Southwestern Energy CO

Energy
-96
- 0.06%
$6.0 - $7.15 $576 - $686
159K $1.13M
IAU
Ishares Gold Trust

ETFs
-409
- 2.77%
$44.06 - $50.5 $18K - $20.7K
14.3K $712K
AVXL
Anavex Life Sciences Corp.

Healthcare
-557
- 1.18%
$4.11 - $7.04 $2.29K - $3.92K
46.8K $266K
FRT
Federal Realty Investment Trust

Real Estate
-197
- 3.11%
$100.42 - $117.38 $19.8K - $23.1K
6.15K $706K
MGEE
Mge Energy Inc

Utilities
-461
- 6.87%
$73.49 - $92.42 $33.9K - $42.6K
6.25K $571K
ZTS
Zoetis Inc.

Healthcare
-306
- 5.06%
$172.58 - $196.48 $52.8K - $60.1K
5.74K $1.12M
FBNC
First Bancorp

Financial Services
-545
- 5.36%
$31.65 - $44.54 $17.2K - $24.3K
9.62K $399K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-27
- 2.48%
$370.41 - $491.09 $10K - $13.3K
1.06K $494K
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
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