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
VICI
Vici Properties Inc.

Real Estate
1.38K
+ 15.97%
$27.64 - $34.08 $38.2K - $47.1K
10K $334K
UNP
Union Pacific Corp

Industrials
129
+ 4.64%
$221.78 - $256.09 $28.6K - $33K
2.91K $715K
SHW
Sherwin Williams CO

Basic Materials
34
+ 3.86%
$294.65 - $384.0 $10K - $13.1K
914 $348K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
10.5K
New
$6.84 - $9.73 $71.5K - $102K
10.5K $86K
ADBE
Adobe Inc.

Technology
255
+ 20.83%
$508.13 - $586.55 $130K - $150K
1.48K $765K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
191
+ 20.54%
$460.0 - $505.78 $87.9K - $96.6K
1.12K $521K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
812
+ 6.87%
$81.31 - $83.29 $66K - $67.6K
12.6K $1.05M
ITW
Illinois Tool Works Inc

Industrials
202
+ 16.58%
$233.14 - $263.97 $47.1K - $53.3K
1.42K $372K
LOW
Lowes Companies Inc

Consumer Cyclical
43
+ 3.07%
$213.3 - $270.78 $9.17K - $11.6K
1.44K $390K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
443
+ 7.3%
$114.73 - $120.23 $50.8K - $53.3K
6.52K $779K
CSCO
Cisco Systems, Inc.

Technology
164
+ 1.45%
$44.74 - $53.22 $7.34K - $8.73K
11.5K $612K
NSC
Norfolk Southern Corp

Industrials
120
+ 10.12%
$213.75 - $259.69 $25.7K - $31.2K
1.31K $324K
ICVT
Ishares Tr Convertible Bond Et

ETFs
15
+ 0.11%
$77.24 - $83.67 $1.16K - $1.26K
13.3K $1.11M
MSI
Motorola Solutions, Inc.

Technology
41
+ 5.31%
$385.65 - $450.49 $15.8K - $18.5K
813 $365K
VALE
Vale S.A.

Basic Materials
4.81K
+ 27.84%
$9.9 - $11.8 $47.6K - $56.8K
22.1K $258K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
925
+ 7.58%
$51.02 - $52.74 $47.2K - $48.8K
13.1K $691K
XOM
Exxon Mobil Corp

Energy
360
+ 3.6%
$109.72 - $119.0 $39.5K - $42.8K
10.4K $1.22M
T
At&T Inc.

Communication Services
660
+ 4.04%
$18.21 - $22.28 $12K - $14.7K
17K $373K
NVS
Novartis Ag

Healthcare
223
+ 5.86%
$106.13 - $120.89 $23.7K - $27K
4.03K $463K
AFL
Aflac Inc

Financial Services
37
+ 1.56%
$88.52 - $111.8 $3.28K - $4.14K
2.41K $269K
AMGN
Amgen Inc

Healthcare
116
+ 6.68%
$309.38 - $337.38 $35.9K - $39.1K
1.85K $596K
GS
Goldman Sachs Group Inc

Financial Services
41
+ 5.3%
$459.02 - $510.25 $18.8K - $20.9K
814 $403K
CL
Colgate Palmolive CO

Consumer Defensive
167
+ 3.13%
$95.54 - $108.77 $16K - $18.2K
5.49K $570K
AMAT
Applied Materials Inc

Technology
592
+ 30.1%
$174.88 - $254.97 $104K - $151K
2.56K $517K
FCX
Freeport Mcmoran Inc

Basic Materials
911
+ 18.85%
$39.52 - $51.92 $36K - $47.3K
5.74K $286K
DE
Deere & CO

Industrials
61
+ 10.74%
$344.84 - $418.0 $21K - $25.5K
629 $262K
CHT
Chunghwa Telecom CO LTD

Communication Services
1.02K
+ 13.74%
$36.12 - $40.59 $36.8K - $41.4K
8.43K $334K
WFC
Wells Fargo & Company

Financial Services
1.16K
+ 16.64%
$51.58 - $60.97 $59.6K - $70.4K
8.1K $457K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
105
+ 6.89%
$201.82 - $234.36 $21.2K - $24.6K
1.63K $375K
ELV
Elevance Health, Inc.

Healthcare
104
+ 18.67%
$500.12 - $562.29 $52K - $58.5K
661 $343K
SO
Southern CO

Utilities
75
+ 2.68%
$77.0 - $90.52 $5.78K - $6.79K
2.88K $259K
SHV
Ishares Tr

ETFs
365
+ 9.53%
$110.05 - $110.63 $40.2K - $40.4K
4.2K $464K
COP
Conocophillips

Energy
711
+ 17.21%
$102.3 - $116.61 $72.7K - $82.9K
4.84K $509K
TJX
Tjx Companies Inc

Consumer Cyclical
156
+ 6.53%
$107.93 - $120.23 $16.8K - $18.8K
2.55K $299K
CSX
Csx Corp

Industrials
822
+ 13.16%
$32.48 - $35.45 $26.7K - $29.1K
7.07K $243K
VIG
Vanguard Dividend Appreciation

ETFs
191
+ 6.95%
$182.15 - $182.15 $34.8K - $34.8K
2.94K $535K
MCO
Moodys Corp

Financial Services
7
+ 1.43%
$421.49 - $494.67 $2.95K - $3.46K
496 $235K
IEF
Ishares Barclays

ETFs
177
+ 7.14%
$92.67 - $99.14 $16.4K - $17.5K
2.66K $260K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
25
+ 6.28%
$1024.09 - $1201.76 $25.6K - $30K
423 $444K
BR
Broadridge Financial Solutions, Inc.

Technology
13
+ 1.0%
$196.56 - $218.55 $2.56K - $2.84K
1.31K $281K
FISV
Fiserv Inc

Technology
188
+ 10.3%
N/A
2.01K $252K
WKME
Walk Me Ltd.

Technology
1.61K
+ 11.74%
$13.78 - $13.96 $22.2K - $22.4K
15.3K $213K
BBUS
J P Morgan Exchg Traded Fd

ETFs
18
+ 0.51%
$93.22 - $103.58 $1.68K - $1.86K
3.55K $368K
TERN
Terns Pharmaceuticals, Inc.

Healthcare
676
+ 6.63%
$6.49 - $10.8 $4.39K - $7.3K
10.9K $90K
SAN
Banco Santander, S.A.

Financial Services
534
+ 1.49%
$4.37 - $5.16 $2.33K - $2.76K
36.4K $185K
WIT
Wipro LTD

Technology
1.2K
+ 5.69%
$5.66 - $6.89 $6.81K - $8.3K
22.4K $144K
HON
Honeywell International Inc

Industrials
188
+ 5.0%
$196.73 - $220.21 $37K - $41.4K
3.95K $816K
PANW
Palo Alto Networks Inc

Technology
31
+ 4.86%
$294.18 - $368.01 $9.12K - $11.4K
669 $228K
FDX
Fedex Corp

Industrials
153
+ 13.47%
$254.64 - $313.52 $39K - $48K
1.29K $352K
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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