Alternative Investment Advisors, Llc. Purchases in Q3 2024

Alternative Investment Advisors, Llc.

  • $190 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
26.5K
+ 26.29%
$520.18 - $576.82 $13.8M - $15.3M
127K $73.5B
OEF
Ishares S&P 100 ETF

ETFs
13.5K
+ 196.67%
$266.03 - $266.03 $3.6M - $3.6M
20.4K $5.65B
DGRO
Ishares Core Dividend Growth E

ETFs
45.9K
+ 31.08%
$57.47 - $62.76 $2.64M - $2.88M
193K $12.1B
SCHR
Schwab Intermediate Term Us Tr

ETFs
36.9K
+ 772.41%
$48.4 - $50.91 $1.78M - $1.88M
41.6K $2.11B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
35.2K
+ 145.69%
$44.83 - $47.42 $1.58M - $1.67M
59.3K $2.79B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.62K
+ 4.89%
$162.64 - $179.3 $426K - $470K
56.2K $10.1B
OXY
Occidental Petroleum Corp

Energy
19.4K
New
$49.91 - $63.73 $970K - $1.24M
19.4K $1B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
20.8K
+ 266.28%
$44.9 - $47.55 $935K - $991K
28.7K $1.35B
NVDA
Nvidia Corp

Technology
18K
+ 1172.5%
$98.91 - $134.91 $1.78M - $2.43M
19.6K $2.38B
EFV
Msci Eafe Value ETF

ETFs
5.03K
+ 3.28%
$51.72 - $57.96 $260K - $291K
158K $9.1B
EMB
Ishares Tr

ETFs
4.36K
+ 9.11%
$87.75 - $93.74 $383K - $409K
52.2K $4.89B
IEF
Ishares Barclays

ETFs
2.76K
+ 5.0%
$92.67 - $99.14 $256K - $274K
58K $5.69B
AAPL
Apple Inc.

Technology
565
+ 10.73%
$207.23 - $234.82 $117K - $133K
5.83K $1.36B
MBB
Ishares Tr

ETFs
843
+ 1.06%
$90.85 - $96.66 $76.6K - $81.5K
80.5K $7.71B
IBM
International Business Machines Corp

Technology
413
+ 4.03%
$175.1 - $223.38 $72.3K - $92.3K
10.7K $2.36B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.41K
+ 103.01%
$81.31 - $83.29 $359K - $367K
8.69K $723M
WMT
Walmart Inc.

Consumer Defensive
3.93K
New
$66.91 - $81.4 $263K - $320K
3.93K $318M
DUK
Duke Energy Corp

Utilities
2.19K
New
$99.35 - $117.71 $218K - $258K
2.19K $252M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
492
+ 79.87%
$405.19 - $478.57 $199K - $235K
1.11K $510M
SPY
Spdr S&P 500 ETF Trust

ETFs
284
+ 18.1%
$517.38 - $573.86 $147K - $163K
1.85K $1.06B
HD
Home Depot, Inc.

Consumer Cyclical
597
New
$333.64 - $405.2 $199K - $242K
597 $242M
V
Visa Inc.

Financial Services
815
New
$253.74 - $291.56 $207K - $238K
815 $224M
T
At&T Inc.

Communication Services
9.86K
New
$18.21 - $22.28 $180K - $220K
9.86K $217M
CAT
Caterpillar Inc

Industrials
535
New
$316.8 - $391.12 $169K - $209K
535 $209M
OKE
Oneok Inc

Energy
277
+ 2.34%
$78.62 - $95.27 $21.8K - $26.4K
12.1K $1.1B
GEVO
Gevo, Inc.

Basic Materials
1.8K
+ 1.98%
$0.5 - $1.71 $899 - $3.07K
92.8K $151M
GERN
Geron Corp

Healthcare
11.9K
+ 115.58%
$4.17 - $4.99 $49.7K - $59.4K
22.2K $101M
VIG
Vanguard Dividend Appreciation

ETFs
7
+ 0.5%
$182.15 - $182.15 $1.28K - $1.28K
1.4K $277M
SLV
I Shares Silver Trust

ETFs
186
+ 2.02%
$24.33 - $29.38 $4.53K - $5.46K
9.39K $267M
IWV
Ishares Russell 3000 ETF

ETFs
4
+ 0.38%
$294.75 - $326.73 $1.18K - $1.31K
1.06K $346M
GOOG
Alphabet Inc.

Communication Services
21
+ 1.78%
$149.54 - $192.66 $3.14K - $4.05K
1.2K $201M
OTTR
Otter Tail Corp

Utilities
48
+ 1.06%
$75.49 - $100.47 $3.62K - $4.82K
4.59K $359M
AVGO
Broadcom Inc.

Technology
7.37K
+ 369.29%
$136.27 - $1745.86 $1M - $12.9M
9.37K $1.62B
Activity Summary
Buys All Purchases 34 New Holdings 7 Increased Positions 27 Sells All Sells 22 Reductions 15 Sold out 7 Options Calls 0 Puts 0
Track This Portfolio

Track Alternative Investment Advisors, Llc. Portfolio

Follow Alternative Investment Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Alternative Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Alternative Investment Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email