Alera Investment Advisors, LLC New Holdings in Q3 2024

Alera Investment Advisors, LLC

  • $838 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
12K
New
$50.42 - $50.66 $607K - $610K
12K $608K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
15.1K
New
$26.43 - $29.86 $400K - $452K
15.1K $447K
EEM
Ishares Msci Emerging Markets

ETFs
6.93K
New
$40.42 - $46.7 $280K - $323K
6.93K $317K
CI
Cigna Corp

Healthcare
845
New
$319.12 - $367.1 $270K - $310K
845 $292K
HEZU
Ishares Currency Hedged Msci E

ETFs
7.7K
New
$33.46 - $37.07 $258K - $286K
7.7K $283K
WELL
Welltower Inc.

Real Estate
2.12K
New
$104.0 - $129.74 $221K - $275K
2.12K $271K
IEV
Ishares Tr Europe ETF

ETFs
4.41K
New
$53.25 - $58.78 $235K - $259K
4.41K $256K
PH
Parker Hannifin Corp

Industrials
399
New
$501.01 - $635.92 $200K - $254K
399 $252K
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.01K
New
$198.8 - $270.35 $201K - $274K
1.01K $249K
UL
Unilever PLC

Consumer Defensive
3.75K
New
$54.7 - $65.59 $205K - $246K
3.75K $243K
SGML
Sigma Lithium Corp

Basic Materials
18.7K
New
$8.69 - $12.71 $162K - $237K
18.7K $231K
CHD
Church & Dwight CO Inc

Consumer Defensive
2.21K
New
$98.01 - $106.59 $217K - $236K
2.21K $231K
NEM
Newmont Corp

Basic Materials
4.32K
New
$41.65 - $55.85 $180K - $241K
4.32K $230K
BTI
British American Tobacco P.L.C.

Consumer Defensive
6.26K
New
$31.07 - $39.36 $194K - $246K
6.26K $228K
GM
General Motors CO

Consumer Cyclical
5.06K
New
$39.95 - $49.9 $202K - $252K
5.06K $226K
DUK
Duke Energy Corp

Utilities
1.92K
New
$99.35 - $117.71 $190K - $226K
1.92K $220K
SCCO
Southern Copper Corp

Basic Materials
1.88K
New
$94.1 - $120.43 $177K - $226K
1.88K $217K
PFE
Pfizer Inc

Healthcare
7.5K
New
$27.7 - $31.39 $208K - $235K
7.5K $216K
MDT
Medtronic PLC

Healthcare
2.4K
New
$76.84 - $91.03 $184K - $218K
2.4K $215K
KB
Kb Financial Group Inc.

Financial Services
3.48K
New
$56.85 - $67.06 $198K - $233K
3.48K $214K
BSX
Boston Scientific Corp

Healthcare
2.55K
New
$72.96 - $84.0 $186K - $214K
2.55K $213K
TD
Toronto Dominion Bank

Financial Services
3.34K
New
$54.54 - $64.56 $182K - $215K
3.34K $211K
TRV
Travelers Companies, Inc.

Financial Services
898
New
$201.87 - $242.35 $181K - $218K
898 $210K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.7K
New
$57.22 - $80.08 $154K - $216K
2.7K $210K
HSY
Hershey CO

Consumer Defensive
1.09K
New
$182.45 - $203.25 $199K - $222K
1.09K $209K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
13.3K
New
$14.84 - $16.4 $197K - $218K
13.3K $206K
BMO
Bank Of Montreal

Financial Services
2.27K
New
$79.1 - $90.77 $180K - $206K
2.27K $204K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.08K
New
$58.35 - $66.29 $180K - $204K
3.08K $204K
KMX
Carmax Inc

Consumer Cyclical
2.63K
New
$71.21 - $85.78 $187K - $226K
2.63K $203K
EBAY
Ebay Inc

Consumer Cyclical
3.1K
New
$52.61 - $65.44 $163K - $203K
3.1K $201K
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
11.8K
New
$14.39 - $17.37 $170K - $205K
11.8K $190K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
10.5K
New
$6.84 - $9.73 $71.5K - $102K
10.5K $86K
Lam Research Corp Com New
484
New
N/A
484 $0
Ge Vernova Inc Com
965
New
N/A
965 $0
GRND
Grindr Inc Com
12.9K
New
N/A
12.9K $0
Blackrock Inc Com
787
New
N/A
787 $0
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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