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
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
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
FDX
Fedex Corp

Industrials
153
+ 13.47%
$254.64 - $313.52 $39K - $48K
1.29K $352K
PANW
Palo Alto Networks Inc

Technology
31
+ 4.86%
$294.18 - $368.01 $9.12K - $11.4K
669 $228K
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.12%
$135.05 - $148.35 $270 - $297
1.73K $246K
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
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
Ishares Flexible Income Active ETF
26.2K
+ 19.55%
N/A
160K $0
HEIA
Heico Crp Cl A
25
+ 2.03%
N/A
1.26K $0
Linde PLC Shs
169
+ 24.82%
N/A
850 $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
DDOG
Datadog, Inc.

Technology
91
+ 3.65%
$104.97 - $134.56 $9.55K - $12.2K
2.58K $297K
ABNB
Airbnb, Inc.

Consumer Cyclical
92
+ 5.91%
$113.01 - $154.34 $10.4K - $14.2K
1.65K $209K
AMZN
Amazon Com Inc

Consumer Cyclical
89
+ 0.4%
$161.02 - $200.0 $14.3K - $17.8K
22.4K $4.17M
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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