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
EMB
Ishares Tr

ETFs
462
+ 1.36%
$87.75 - $93.74 $40.5K - $43.3K
34.4K $3.22M
PFE
Pfizer Inc

Healthcare
7.5K
New
$27.7 - $31.39 $208K - $235K
7.5K $216K
RTX
Raytheon Technologies Corp

Industrials
912
+ 17.97%
$99.55 - $123.34 $90.8K - $112K
5.99K $725K
NOW
Service Now, Inc.

Technology
186
+ 41.15%
$730.87 - $937.36 $136K - $174K
638 $570K
MDT
Medtronic PLC

Healthcare
2.4K
New
$76.84 - $91.03 $184K - $218K
2.4K $215K
WMT
Walmart Inc.

Consumer Defensive
169
+ 1.09%
$66.91 - $81.4 $11.3K - $13.8K
15.6K $1.26M
KB
Kb Financial Group Inc.

Financial Services
3.48K
New
$56.85 - $67.06 $198K - $233K
3.48K $214K
BSX
Boston Scientific Corp

Healthcare
2.55K
New
$72.96 - $84.0 $186K - $214K
2.55K $213K
TD
Toronto Dominion Bank

Financial Services
3.34K
New
$54.54 - $64.56 $182K - $215K
3.34K $211K
TRV
Travelers Companies, Inc.

Financial Services
898
New
$201.87 - $242.35 $181K - $218K
898 $210K
HSY
Hershey CO

Consumer Defensive
1.09K
New
$182.45 - $203.25 $199K - $222K
1.09K $209K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
13.3K
New
$14.84 - $16.4 $197K - $218K
13.3K $206K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.08K
New
$58.35 - $66.29 $180K - $204K
3.08K $204K
BMO
Bank Of Montreal

Financial Services
2.27K
New
$79.1 - $90.77 $180K - $206K
2.27K $204K
KMX
Carmax Inc

Consumer Cyclical
2.63K
New
$71.21 - $85.78 $187K - $226K
2.63K $203K
EBAY
Ebay Inc

Consumer Cyclical
3.1K
New
$52.61 - $65.44 $163K - $203K
3.1K $201K
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
11.8K
New
$14.39 - $17.37 $170K - $205K
11.8K $190K
CARR
Carrier Global Corp

Industrials
794
+ 11.24%
$61.9 - $80.88 $49.1K - $64.2K
7.86K $632K
JPM
Jpmorgan Chase & CO

Financial Services
454
+ 4.45%
$194.9 - $224.8 $88.5K - $102K
10.7K $2.25M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
708
+ 1.0%
$43.99 - $46.63 $31.1K - $33K
71.3K $3.31M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.15K
+ 1.21%
$36.06 - $37.66 $41.4K - $43.3K
96.1K $3.62M
ISRG
Intuitive Surgical Inc

Healthcare
168
+ 9.39%
$416.14 - $494.01 $69.9K - $83K
1.96K $961K
COST
Costco Wholesale Corp

Consumer Defensive
114
+ 6.73%
$801.83 - $917.05 $91.4K - $105K
1.81K $1.6M
PG
Procter & Gamble CO

Consumer Defensive
552
+ 7.26%
$160.76 - $177.82 $88.7K - $98.2K
8.15K $1.41M
IBM
International Business Machines Corp

Technology
306
+ 17.55%
$175.1 - $223.38 $53.6K - $68.4K
2.05K $453K
ANET
Arista Networks, Inc.

Technology
126
+ 4.11%
$311.42 - $388.21 $39.2K - $48.9K
3.19K $1.22M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.69K
+ 2.37%
$47.01 - $48.2 $79.5K - $81.5K
73K $3.51M
GIS
General Mills Inc

Consumer Defensive
1.42K
+ 37.31%
$62.5 - $75.15 $88.4K - $106K
5.21K $384K
NFLX
Netflix Inc

Communication Services
138
+ 10.55%
$598.55 - $722.26 $82.6K - $99.7K
1.45K $1.03M
PGR
Progressive Corp

Financial Services
27
+ 0.92%
$209.46 - $259.24 $5.66K - $7K
2.95K $747K
NEE
Nextera Energy Inc

Utilities
430
+ 5.67%
$69.9 - $84.97 $30.1K - $36.5K
8.02K $677K
ORCL
Oracle Corp

Technology
225
+ 6.57%
$125.9 - $170.35 $28.3K - $38.3K
3.65K $621K
LMT
Lockheed Martin Corp

Industrials
63
+ 7.4%
$460.3 - $584.56 $29K - $36.8K
914 $534K
ETN
Eaton Corp PLC

Industrials
354
+ 46.09%
$272.52 - $333.02 $96.5K - $118K
1.12K $371K
VBR
Vanguard Small Cap Value ETF

ETFs
19
+ 0.3%
$179.99 - $201.6 $3.42K - $3.83K
6.34K $1.27M
TMUS
T Mobile Us, Inc.

Communication Services
325
+ 19.04%
$175.14 - $206.36 $56.9K - $67.1K
2.03K $419K
VTI
Vanguard Total Stock Market Et

ETFs
295
+ 14.03%
$255.18 - $283.2 $75.3K - $83.5K
2.4K $678K
PEP
Pepsico Inc

Consumer Defensive
509
+ 10.08%
$161.9 - $179.3 $82.4K - $91.3K
5.56K $945K
PAYX
Paychex Inc

Industrials
447
+ 13.8%
$116.17 - $135.19 $51.9K - $60.4K
3.69K $494K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.2K
+ 3.44%
$22.38 - $23.66 $49.2K - $52K
66.1K $1.55M
BX
Blackstone Inc.

Financial Services
353
+ 19.94%
$120.77 - $159.66 $42.6K - $56.4K
2.12K $325K
CAT
Caterpillar Inc

Industrials
26
+ 1.61%
$316.8 - $391.12 $8.24K - $10.2K
1.64K $642K
BMY
Bristol Myers Squibb CO

Healthcare
867
+ 15.87%
$39.66 - $51.75 $34.4K - $44.9K
6.33K $327K
VZ
Verizon Communications Inc

Communication Services
982
+ 6.68%
$38.89 - $45.0 $38.2K - $44.2K
15.7K $704K
CRM
Salesforce, Inc.

Technology
213
+ 9.75%
$238.42 - $276.53 $50.8K - $58.9K
2.4K $656K
GILD
Gilead Sciences, Inc.

Healthcare
352
+ 8.12%
$66.59 - $83.99 $23.4K - $29.6K
4.69K $392K
OXY
Occidental Petroleum Corp

Energy
2.58K
+ 68.58%
$49.91 - $63.73 $129K - $165K
6.35K $327K
PNC
Pnc Financial Services Group, Inc.

Financial Services
192
+ 10.87%
$156.14 - $187.2 $30K - $35.9K
1.96K $362K
TXN
Texas Instruments Inc

Technology
447
+ 15.99%
$194.6 - $194.6 $87K - $87K
3.24K $630K
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
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