Alera Investment Advisors, LLC Reduced Holdings in Q3 2024

Alera Investment Advisors, LLC

Stock	Shares change	Price Range	Shares Held
TMO Thermo Fisher Scientific Inc. Healthcare	-67 - 4.62%	$531.86 - $624.21 $35.6K - $41.8K	1.38K $855K
CMI Cummins Inc Industrials	-1 - 0.08%	$266.63 - $326.4 $267 - $326	1.19K $383K
DHR Danaher Corp Healthcare	-60 - 2.25%	$239.25 - $280.76 $14.4K - $16.8K	2.6K $723K
ABT Abbott Laboratories Healthcare	-82 - 1.2%	$100.07 - $118.13 $8.21K - $9.69K	6.74K $768K
MA Mastercard Inc Financial Services	-110 - 4.96%	$429.6 - $500.99 $47.3K - $55.1K	2.11K $1.04M
SBUX Starbucks Corp Consumer Cyclical	-225 - 5.23%	$72.51 - $98.6 $16.3K - $22.2K	4.08K $397K
V Visa Inc. Financial Services	-17 - 0.31%	$253.74 - $291.56 $4.31K - $4.96K	5.51K $1.52M
ADP Automatic Data Processing Inc Industrials	-127 - 4.79%	$233.44 - $279.45 $29.6K - $35.5K	2.52K $698K
MCD Mcdonalds Corp Consumer Cyclical	-134 - 6.06%	$245.82 - $304.51 $32.9K - $40.8K	2.08K $633K
IJR Ishares Core S&P Sm Cap ETF ETFs	-388 - 2.48%	$105.53 - $118.34 $40.9K - $45.9K	15.3K $1.79M
AON Aon PLC Financial Services	-42 - 1.55%	$293.16 - $351.06 $12.3K - $14.7K	2.66K $919K
IWN Ishares Russell2000 Val ETF ETFs	-25 - 0.26%	$150.05 - $171.34 $3.75K - $4.28K	9.58K $1.6M
BRK-B Berkshire Hathaway Inc Class B Financial Services	-37 - 0.94%	$405.19 - $478.57 $15K - $17.7K	3.91K $1.8M
EFA Ishares Tr Msci Eafe ETF ETFs	-5.35K - 3.81%	$75.32 - $84.37 $403K - $451K	135K $11.3M
SPYV Spdr Portfolio S&P 500 Value E ETFs	-17.8K - 2.44%	$48.51 - $52.86 $862K - $940K	710K $37.6M

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