Alera Investment Advisors, LLC Incresed Positions 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
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
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
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
IGM
Ishares Expanded Tech Sector E

ETFs
2.56K
+ 109.89%
$84.03 - $98.62 $215K - $252K
4.88K $468K
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
PM
Philip Morris International Inc.

Consumer Defensive
336
+ 3.55%
$101.25 - $127.45 $34K - $42.8K
9.8K $1.19M
SPTL
Spdr Portfolio Long Term Treas

ETFs
3.22K
+ 4.37%
$26.69 - $29.87 $85.9K - $96.2K
76.9K $2.24M
LLY
Eli Lilly & CO

Healthcare
317
+ 11.64%
$772.14 - $960.02 $245K - $304K
3.04K $2.69M
ABBV
Abb Vie Inc.

Healthcare
423
+ 7.88%
$163.84 - $199.33 $69.3K - $84.3K
5.79K $1.14M
AVGO
Broadcom Inc.

Technology
12.8K
+ 922.99%
$136.27 - $1745.86 $1.74M - $22.3M
14.1K $2.44M
EMB
Ishares Tr

ETFs
462
+ 1.36%
$87.75 - $93.74 $40.5K - $43.3K
34.4K $3.22M
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
WMT
Walmart Inc.

Consumer Defensive
169
+ 1.09%
$66.91 - $81.4 $11.3K - $13.8K
15.6K $1.26M
CARR
Carrier Global Corp

Industrials
794
+ 11.24%
$61.9 - $80.88 $49.1K - $64.2K
7.86K $632K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
708
+ 1.0%
$43.99 - $46.63 $31.1K - $33K
71.3K $3.31M
JPM
Jpmorgan Chase & CO

Financial Services
454
+ 4.45%
$194.9 - $224.8 $88.5K - $102K
10.7K $2.25M
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
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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