Alera Investment Advisors, LLC Purchases in Q3 2024

Alera Investment Advisors, LLC

  • $838 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
376K
+ 139.17%
$45.2 - $47.87 $17M - $18M
645K $30.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
60.2K
+ 27.32%
$56.04 - $62.99 $3.37M - $3.79M
281K $17.1M
IVE
Ishares S&P 500 Value ETF

ETFs
227
+ 0.15%
$181.06 - $197.17 $41.1K - $44.8K
156K $30.7M
NVDA
Nvidia Corp

Technology
18.3K
+ 33.21%
$98.91 - $134.91 $1.81M - $2.46M
73.2K $8.89M
AAPL
Apple Inc.

Technology
2.85K
+ 4.99%
$207.23 - $234.82 $590K - $669K
59.9K $14M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
679
+ 0.1%
$44.24 - $49.47 $30K - $33.6K
684K $33.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
913
+ 0.56%
$162.64 - $179.3 $148K - $164K
163K $29.3M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4.35K
+ 410.47%
$256.4 - $289.78 $1.12M - $1.26M
5.41K $1.54M
META
Meta Platforms, Inc.

Communication Services
1.05K
+ 16.93%
$453.41 - $572.44 $477K - $603K
7.27K $4.16M
MUB
Ishares National Muni Bond ETF

ETFs
4.04K
+ 1.65%
$106.13 - $108.7 $429K - $439K
250K $27.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
405
+ 0.26%
$96.25 - $101.98 $39K - $41.3K
156K $15.8M
TSLA
Tesla, Inc.

Consumer Cyclical
758
+ 10.5%
$191.76 - $263.26 $145K - $200K
7.98K $2.09M
IFRA
Ishares Tr

ETFs
2K
+ 1.72%
$41.55 - $46.97 $83.1K - $94K
118K $5.56M
IVV
Ishares Core S&P 500 ETF

ETFs
242
+ 1.42%
$520.18 - $576.82 $126K - $140K
17.2K $9.94M
TFLO
Ishares Treasury Floating Rate

ETFs
12K
New
$50.42 - $50.66 $607K - $610K
12K $608K
IEFA
Ishares Tr

ETFs
1.43K
+ 1.68%
$70.09 - $78.74 $99.9K - $112K
86.2K $6.73M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
290
+ 2.61%
$475.2 - $527.7 $138K - $153K
11.4K $6.02M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
15.1K
New
$26.43 - $29.86 $400K - $452K
15.1K $447K
UNH
Unitedhealth Group Inc

Healthcare
338
+ 11.46%
$488.01 - $604.18 $165K - $204K
3.29K $1.92M
GOOG
Alphabet Inc.

Communication Services
3.46K
+ 34.46%
$149.54 - $192.66 $518K - $667K
13.5K $2.26M
HD
Home Depot, Inc.

Consumer Cyclical
300
+ 7.53%
$333.64 - $405.2 $100K - $122K
4.28K $1.74M
OEF
Ishares S&P 100 ETF

ETFs
1.26K
+ 11.29%
$266.03 - $266.03 $334K - $334K
12.4K $3.29M
ACN
Accenture PLC

Technology
701
+ 49.61%
$295.44 - $355.81 $207K - $249K
2.11K $747K
EEM
Ishares Msci Emerging Markets

ETFs
6.93K
New
$40.42 - $46.7 $280K - $323K
6.93K $317K
IXUS
Ishares Tr

ETFs
698
+ 1.38%
$64.9 - $73.35 $45.3K - $51.2K
51.1K $3.71M
JNJ
Johnson & Johnson

Healthcare
1.28K
+ 21.06%
$145.48 - $167.38 $186K - $214K
7.33K $1.19M
CI
Cigna Corp

Healthcare
845
New
$319.12 - $367.1 $270K - $310K
845 $292K
HEZU
Ishares Currency Hedged Msci E

ETFs
7.7K
New
$33.46 - $37.07 $258K - $286K
7.7K $283K
WELL
Welltower Inc.

Real Estate
2.12K
New
$104.0 - $129.74 $221K - $275K
2.12K $271K
IEV
Ishares Tr Europe ETF

ETFs
4.41K
New
$53.25 - $58.78 $235K - $259K
4.41K $256K
PH
Parker Hannifin Corp

Industrials
399
New
$501.01 - $635.92 $200K - $254K
399 $252K
IGM
Ishares Expanded Tech Sector E

ETFs
2.56K
+ 109.89%
$84.03 - $98.62 $215K - $252K
4.88K $468K
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.01K
New
$198.8 - $270.35 $201K - $274K
1.01K $249K
UL
Unilever PLC

Consumer Defensive
3.75K
New
$54.7 - $65.59 $205K - $246K
3.75K $243K
GE
General Electric CO

Industrials
419
+ 7.74%
$156.66 - $189.66 $65.6K - $79.5K
5.83K $1.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
60
+ 0.89%
$517.38 - $573.86 $31K - $34.4K
6.83K $3.92M
AVB
Avalonbay Communities Inc

Real Estate
1.03K
New
$200.95 - $234.65 $207K - $241K
1.03K $231K
PM
Philip Morris International Inc.

Consumer Defensive
336
+ 3.55%
$101.25 - $127.45 $34K - $42.8K
9.8K $1.19M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.21K
New
$98.01 - $106.59 $217K - $236K
2.21K $231K
SGML
Sigma Lithium Corp

Basic Materials
18.7K
New
$8.69 - $12.71 $162K - $237K
18.7K $231K
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.22K
+ 4.37%
$26.69 - $29.87 $85.9K - $96.2K
76.9K $2.24M
NEM
Newmont Corp

Basic Materials
4.32K
New
$41.65 - $55.85 $180K - $241K
4.32K $230K
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.26K
New
$31.07 - $39.36 $194K - $246K
6.26K $228K
LLY
Eli Lilly & CO

Healthcare
317
+ 11.64%
$772.14 - $960.02 $245K - $304K
3.04K $2.69M
GM
General Motors CO

Consumer Cyclical
5.06K
New
$39.95 - $49.9 $202K - $252K
5.06K $226K
ABBV
Abb Vie Inc.

Healthcare
423
+ 7.88%
$163.84 - $199.33 $69.3K - $84.3K
5.79K $1.14M
DUK
Duke Energy Corp

Utilities
1.92K
New
$99.35 - $117.71 $190K - $226K
1.92K $220K
AVGO
Broadcom Inc.

Technology
12.8K
+ 922.99%
$136.27 - $1745.86 $1.74M - $22.3M
14.1K $2.44M
SCCO
Southern Copper Corp

Basic Materials
1.88K
New
$94.1 - $120.43 $177K - $226K
1.88K $217K
Activity Summary
Buys All Purchases 167 New Holdings 37 Increased Positions 130 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Alera Investment Advisors, LLC Portfolio

Follow Alera 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 Alera Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alera Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email