Alternative Investment Advisors, Llc. Purchases in Q2 2025

Alternative Investment Advisors, Llc.

  • $201 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
43.5K
+ 28.44%
$498.8 - $620.9 $21.7M - $27M
197K $122B
LHX
L3 Harris Technologies, Inc.

Industrials
5.51K
New
$200.21 - $256.99 $1.1M - $1.42M
5.51K $1.38B
UNH
Unitedhealth Group Inc

Healthcare
4.04K
New
$274.35 - $599.47 $1.11M - $2.42M
4.04K $1.26B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.92K
+ 6.89%
$43.53 - $54.46 $345K - $431K
123K $6.69B
NVDA
Nvidia Corp

Technology
312
+ 1.52%
$94.31 - $157.99 $29.4K - $49.3K
20.8K $3.29B
OEF
Ishares S&P 100 ETF

ETFs
754
+ 3.54%
N/A
22.1K $6.71B
IBM
International Business Machines Corp

Technology
71
+ 0.66%
$221.03 - $294.78 $15.7K - $20.9K
10.9K $3.2B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.51K
+ 15.21%
$45.2 - $46.6 $340K - $350K
56.9K $2.64B
TQQQ
Proshares Ultrapro Qqq

ETFs
3.86K
New
$38.9 - $83.0 $150K - $320K
3.86K $320M
TSLA
Tesla, Inc.

Consumer Cyclical
813
New
$221.86 - $362.89 $180K - $295K
813 $258M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
935
New
$212.1 - $244.27 $198K - $228K
935 $204M
EMB
Ishares Tr

ETFs
796
+ 1.5%
$86.54 - $92.62 $68.9K - $73.7K
53.7K $4.97B
GLD
Spdr Gold Trust

ETFs
441
+ 17.14%
$273.71 - $316.29 $121K - $139K
3.01K $919M
SPY
Spdr S&P 500 ETF Trust

ETFs
100
+ 6.72%
$496.48 - $617.85 $49.6K - $61.8K
1.59K $982M
SSO
Proshares Ultra S&P 500

ETFs
352
+ 12.92%
$64.8 - $97.72 $22.8K - $34.4K
3.08K $301M
WMT
Walmart Inc.

Consumer Defensive
20
+ 0.51%
$81.79 - $99.98 $1.64K - $2K
3.97K $388M
WFC
Wells Fargo & Company

Financial Services
15
+ 0.32%
$60.98 - $80.12 $915 - $1.2K
4.67K $374M
IWV
Ishares Russell 3000 ETF

ETFs
3
+ 0.28%
$281.67 - $351.0 $845 - $1.05K
1.07K $375M
GOOG
Alphabet Inc.

Communication Services
5
+ 0.38%
$146.58 - $180.01 $733 - $900
1.33K $236M
DE
Deere & CO

Industrials
2
+ 0.28%
$412.99 - $531.48 $826 - $1.06K
706 $359M
T
At&T Inc.

Communication Services
750
+ 8.03%
$26.33 - $28.94 $19.7K - $21.7K
10.1K $292M
DUK
Duke Energy Corp

Utilities
177
+ 7.97%
$112.46 - $124.05 $19.9K - $22K
2.4K $283M
MTDR
Matador Resources CO

Energy
1.67K
+ 7.17%
$36.67 - $52.23 $61.3K - $87.3K
25K $1.19B
OTTR
Otter Tail Corp

Utilities
30
+ 0.65%
$74.62 - $81.76 $2.24K - $2.45K
4.68K $361M
CVX
Chevron Corp

Energy
9
+ 0.55%
$133.73 - $168.51 $1.2K - $1.52K
1.65K $236M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 1.57%
$483.48 - $539.8 $10.6K - $11.9K
1.43K $693M
OXY
Occidental Petroleum Corp

Energy
1.88K
+ 8.64%
$36.11 - $49.33 $67.7K - $92.5K
23.6K $990M
AAPL
Apple Inc.

Technology
35
+ 0.6%
$172.42 - $223.89 $6.03K - $7.84K
5.88K $1.21B
OKE
Oneok Inc

Energy
148
+ 1.2%
$78.71 - $100.37 $11.6K - $14.9K
12.5K $1.02B
Activity Summary
Buys All Purchases 30 New Holdings 5 Increased Positions 25 Sells All Sells 27 Reductions 21 Sold out 6 Options Calls 0 Puts 0
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