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
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
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
GILD
Gilead Sciences, Inc.

Healthcare
352
+ 8.12%
$66.59 - $83.99 $23.4K - $29.6K
4.69K $392K
CRM
Salesforce, Inc.

Technology
213
+ 9.75%
$238.42 - $276.53 $50.8K - $58.9K
2.4K $656K
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
UNP
Union Pacific Corp

Industrials
129
+ 4.64%
$221.78 - $256.09 $28.6K - $33K
2.91K $715K
VICI
Vici Properties Inc.

Real Estate
1.38K
+ 15.97%
$27.64 - $34.08 $38.2K - $47.1K
10K $334K
SHW
Sherwin Williams CO

Basic Materials
34
+ 3.86%
$294.65 - $384.0 $10K - $13.1K
914 $348K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
191
+ 20.54%
$460.0 - $505.78 $87.9K - $96.6K
1.12K $521K
ADBE
Adobe Inc.

Technology
255
+ 20.83%
$508.13 - $586.55 $130K - $150K
1.48K $765K
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
UBER
Uber Technologies, Inc

Technology
912
+ 31.59%
$58.48 - $77.47 $53.3K - $70.7K
3.8K $285K
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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
925
+ 7.58%
$51.02 - $52.74 $47.2K - $48.8K
13.1K $691K
VALE
Vale S.A.

Basic Materials
4.81K
+ 27.84%
$9.9 - $11.8 $47.6K - $56.8K
22.1K $258K
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
CL
Colgate Palmolive CO

Consumer Defensive
167
+ 3.13%
$95.54 - $108.77 $16K - $18.2K
5.49K $570K
GS
Goldman Sachs Group Inc

Financial Services
41
+ 5.3%
$459.02 - $510.25 $18.8K - $20.9K
814 $403K
AMGN
Amgen Inc

Healthcare
116
+ 6.68%
$309.38 - $337.38 $35.9K - $39.1K
1.85K $596K
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
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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