Alera Investment Advisors, LLC Purchases in Q3 2024

Alera Investment Advisors, LLC

Stock	Shares change	Price Range	Shares Held
DIS Walt Disney CO Communication Services	167 + 6.03%	$85.6 - $98.61 $14.3K - $16.5K	2.94K $282K
INTU Intuit Inc Technology	46 + 8.06%	$602.97 - $670.49 $27.7K - $30.8K	617 $383K
KMB Kimberly Clark Corp Consumer Defensive	2 + 0.12%	$135.05 - $148.35 $270 - $297	1.73K $246K
IYE Ishares Tr ETFs	414 + 5.0%	$44.44 - $49.18 $18.4K - $20.4K	8.69K $402K
Waldencast PLC Class A Ord Shs	21.2K + 170.1%	N/A	33.7K $0
Blackrock Inc Com	787 New	N/A	787 $0
Ishares Flexible Income Active ETF	26.2K + 19.55%	N/A	160K $0
Ge Vernova Inc Com	965 New	N/A	965 $0
HEIA Heico Crp Cl A	25 + 2.03%	N/A	1.26K $0
GRND Grindr Inc Com	12.9K New	N/A	12.9K $0
Linde PLC Shs	169 + 24.82%	N/A	850 $0
Lam Research Corp Com New	484 New	N/A	484 $0
SHEL Shell PLC Energy	139 + 3.59%	$65.65 - $73.28 $9.13K - $10.2K	4.01K $264K
SCHW Schwab Charles Corp Financial Services	569 + 9.39%	$61.74 - $76.08 $35.1K - $43.3K	6.63K $429K
ABNB Airbnb, Inc. Consumer Cyclical	92 + 5.91%	$113.01 - $154.34 $10.4K - $14.2K	1.65K $209K
DDOG Datadog, Inc. Technology	91 + 3.65%	$104.97 - $134.56 $9.55K - $12.2K	2.58K $297K
AMZN Amazon Com Inc Consumer Cyclical	89 + 0.4%	$161.02 - $200.0 $14.3K - $17.8K	22.4K $4.17M

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