Alternative Investment Advisors, Llc. Purchases in Q3 2025

Alternative Investment Advisors, Llc.

  • $220 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
6.9K
+ 3.51%
$620.67 - $670.08 $4.29M - $4.63M
203K $136B
Blackrock ETF Trust Ii
141K
New
N/A
141K $7.53B
UPWK
Upwork, Inc

Industrials
162K
New
$11.75 - $20.07 $1.9M - $3.25M
162K $3.01B
PLMR
Palomar Holdings, Inc.

Financial Services
24.7K
New
$112.26 - $148.79 $2.78M - $3.68M
24.7K $2.89B
HAL
Halliburton CO

Energy
54K
New
$20.5 - $25.11 $1.11M - $1.36M
54K $1.33B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10.2K
+ 8.3%
$54.35 - $59.32 $554K - $605K
133K $7.87B
AVGO
Broadcom Inc.

Technology
2.81K
+ 116.47%
$264.74 - $369.57 $743K - $1.04M
5.22K $1.72B
OEF
Ishares S&P 100 ETF

ETFs
1.2K
+ 5.44%
N/A
23.3K $7.74B
NVDA
Nvidia Corp

Technology
355
+ 1.71%
$153.3 - $186.58 $54.4K - $66.2K
21.2K $3.95B
GOOGL
Alphabet Inc.

Communication Services
57
+ 0.98%
$174.36 - $254.72 $9.94K - $14.5K
5.87K $1.43B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.1K
+ 12.48%
$45.72 - $47.27 $325K - $336K
64K $3.01B
AAPL
Apple Inc.

Technology
114
+ 1.94%
$202.38 - $256.87 $23.1K - $29.3K
6K $1.53B
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.35K
New
$173.23 - $213.34 $234K - $288K
1.35K $286M
HD
Home Depot, Inc.

Consumer Cyclical
553
New
$357.4 - $423.42 $198K - $234K
553 $224M
META
Meta Platforms, Inc.

Communication Services
294
New
$695.21 - $791.73 $204K - $233K
294 $216M
VTI
Vanguard Total Stock Market Et

ETFs
629
New
$303.93 - $329.86 $191K - $207K
629 $206M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.46K
New
$132.9 - $142.03 $193K - $207K
1.46K $205M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
630
New
$301.44 - $365.84 $190K - $230K
630 $204M
OXY
Occidental Petroleum Corp

Energy
1.26K
+ 5.35%
$42.54 - $48.1 $53.6K - $60.6K
24.8K $1.17B
MSFT
Microsoft Corp

Technology
217
+ 9.42%
$491.09 - $535.64 $107K - $116K
2.52K $1.31B
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.84K
+ 7.71%
$24.46 - $26.5 $69.6K - $75.4K
39.7K $1.05B
GOOG
Alphabet Inc.

Communication Services
142
+ 10.68%
$175.16 - $255.24 $24.9K - $36.2K
1.47K $358M
SSO
Proshares Ultra S&P 500

ETFs
498
+ 16.18%
$97.48 - $112.71 $48.5K - $56.1K
3.58K $401M
SPY
Spdr S&P 500 ETF Trust

ETFs
19
+ 1.2%
$617.65 - $666.84 $11.7K - $12.7K
1.61K $1.07B
AMCR
Amcor PLC

Consumer Cyclical
10.6K
New
$7.97 - $9.94 $84.5K - $105K
10.6K $86.7M
TQQQ
Proshares Ultrapro Qqq

ETFs
37
+ 0.96%
$80.89 - $104.72 $2.99K - $3.87K
3.89K $403M
CAT
Caterpillar Inc

Industrials
35
+ 6.62%
$390.92 - $477.15 $13.7K - $16.7K
564 $269M
QQQ
Invesco Qqq Trust, Series 1

ETFs
48
+ 7.09%
$546.99 - $602.2 $26.3K - $28.9K
725 $435M
AMZN
Amazon Com Inc

Consumer Cyclical
239
+ 3.35%
$211.65 - $238.24 $50.6K - $56.9K
7.37K $1.62B
WMT
Walmart Inc.

Consumer Defensive
45
+ 1.13%
$94.4 - $104.27 $4.25K - $4.69K
4.02K $414M
OTTR
Otter Tail Corp

Utilities
28
+ 0.6%
$75.29 - $85.97 $2.11K - $2.41K
4.71K $386M
CVX
Chevron Corp

Energy
29
+ 1.76%
$145.57 - $161.83 $4.22K - $4.69K
1.67K $260M
WFC
Wells Fargo & Company

Financial Services
2
+ 0.04%
$77.05 - $85.16 $154 - $170
4.67K $392M
T
At&T Inc.

Communication Services
437
+ 4.33%
$26.94 - $29.62 $11.8K - $12.9K
10.5K $297M
DE
Deere & CO

Industrials
13
+ 1.84%
$457.26 - $524.37 $5.94K - $6.82K
719 $329M
NFLX
Netflix Inc

Communication Services
5
+ 1.52%
$1147.87 - $1297.18 $5.74K - $6.49K
333 $399M
OKE
Oneok Inc

Energy
170
+ 1.36%
$71.36 - $83.47 $12.1K - $14.2K
12.6K $923M
IBM
International Business Machines Corp

Technology
1
+ 0.01%
$234.77 - $292.47 $235 - $292
10.9K $3.06B
Activity Summary
Buys All Purchases 39 New Holdings 11 Increased Positions 28 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Alternative Investment Advisors, Llc. Portfolio

Follow Alternative Investment Advisors, Llc. 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 Alternative Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Alternative Investment Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email