Independent Advisor Alliance Purchases in Q2 2025

Independent Advisor Alliance

  • $3.36 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
100K
+ 5.92%
$94.31 - $157.99 $9.45M - $15.8M
1.79M $283M
ABCB
Ameris Bancorp

Financial Services
82
+ 0.0%
$50.69 - $64.92 $4.16K - $5.32K
2.49M $161M
AMZN
Amazon Com Inc

Consumer Cyclical
1.13K
+ 0.19%
$167.32 - $223.3 $188K - $251K
596K $131M
META
Meta Platforms, Inc.

Communication Services
3.04K
+ 3.54%
$484.66 - $738.09 $1.47M - $2.24M
88.9K $65.6M
NFLX
Netflix Inc

Communication Services
2.36K
+ 8.84%
$855.86 - $1339.13 $2.02M - $3.16M
29.1K $38.9M
AMD
Advanced Micro Devices Inc

Technology
3.2K
+ 1.1%
$78.21 - $143.81 $250K - $460K
295K $41.9M
IVV
Ishares Core S&P 500 ETF

ETFs
18.1K
+ 231.54%
$498.8 - $620.9 $9.01M - $11.2M
25.9K $16.1M
PLTR
Palantir Technologies Inc.

Technology
47K
+ 48.58%
$74.01 - $144.25 $3.48M - $6.78M
144K $19.6M
TSLA
Tesla, Inc.

Consumer Cyclical
13.1K
+ 11.44%
$221.86 - $362.89 $2.9M - $4.74M
127K $40.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
24.1K
+ 24.85%
$483.48 - $539.8 $11.7M - $13M
121K $58.9M
GOOGL
Alphabet Inc.

Communication Services
1.15K
+ 0.42%
$144.7 - $178.6 $166K - $205K
276K $48.7M
VST
Vistra Corp.

Utilities
4.22K
+ 6.36%
$98.07 - $195.04 $414K - $823K
70.5K $13.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
65.2K
+ 54.64%
$58.41 - $72.69 $3.81M - $4.74M
185K $13.4M
ORCL
Oracle Corp

Technology
3.19K
+ 5.36%
$122.82 - $218.63 $392K - $697K
62.7K $13.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
16.2K
New
$171.4 - $227.1 $2.78M - $3.68M
16.2K $3.68M
GLD
Spdr Gold Trust

ETFs
6.13K
+ 5.97%
$273.71 - $316.29 $1.68M - $1.94M
109K $33.2M
EXEL
Exelixis, Inc.

Healthcare
77.4K
New
$34.13 - $46.26 $2.64M - $3.58M
77.4K $3.41M
SPOT
Spotify Technology S.A.

Communication Services
1.43K
+ 13.44%
$503.3 - $775.9 $718K - $1.11M
12K $9.24M
CVNA
Carvana Co.

Consumer Cyclical
9.29K
+ 567.05%
$162.57 - $345.64 $1.51M - $3.21M
10.9K $3.68M
IBM
International Business Machines Corp

Technology
162
+ 0.23%
$221.03 - $294.78 $35.8K - $47.8K
71.4K $21.1M
VTI
Vanguard Total Stock Market Et

ETFs
7.23K
+ 19.07%
$243.75 - $303.93 $1.76M - $2.2M
45.1K $13.7M
ERJ
Embraer S.A.

Industrials
56.9K
New
$40.42 - $56.91 $2.3M - $3.24M
56.9K $3.24M
FIX
Comfort Systems Usa Inc

Industrials
5.86K
New
$296.51 - $536.21 $1.74M - $3.14M
5.86K $3.14M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
23.4K
+ 1173.2%
$114.78 - $133.31 $2.69M - $3.12M
25.4K $3.39M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.16K
+ 7.18%
$321.63 - $509.31 $372K - $590K
17.3K $8.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.8K
+ 20.85%
$141.37 - $228.57 $820K - $1.33M
33.6K $7.61M
CEG
Constellation Energy Corp

Utilities
4.43K
+ 39.18%
$170.96 - $322.76 $757K - $1.43M
15.7K $5.08M
UBER
Uber Technologies, Inc

Technology
20.2K
+ 46.65%
$64.62 - $93.3 $1.3M - $1.88M
63.4K $5.91M
ESLT
Elbit Systems LTD

Industrials
5.98K
New
$364.73 - $454.9 $2.18M - $2.72M
5.98K $2.69M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
52.7K
New
$25.35 - $64.65 $1.34M - $3.41M
52.7K $2.63M
FNV
Franco Nevada Corp

Basic Materials
15.5K
+ 369.2%
$143.04 - $178.17 $2.21M - $2.75M
19.7K $3.22M
EAT
Brinker International, Inc

Consumer Cyclical
13.7K
New
$128.68 - $181.78 $1.77M - $2.5M
13.7K $2.48M
PSIX
Power Solutions International, Inc.

Industrials
11.6K
+ 27.03%
$18.7 - $68.01 $217K - $789K
54.5K $3.53M
BSX
Boston Scientific Corp

Healthcare
21.5K
+ 144.19%
$89.7 - $107.41 $1.93M - $2.31M
36.4K $3.91M
HOOD
Robinhood Markets, Inc.

Technology
20K
+ 203.32%
$34.17 - $93.63 $682K - $1.87M
29.8K $2.79M
FXN
First Tr Exchange Traded Fd Fi

ETFs
157K
New
$12.88 - $16.75 $2.02M - $2.62M
157K $2.38M
MU
Micron Technology Inc

Technology
1.01K
+ 1.63%
$64.72 - $127.91 $65K - $129K
62.6K $7.72M
NOW
Service Now, Inc.

Technology
132
+ 1.39%
$721.65 - $1040.18 $95.3K - $137K
9.62K $9.89M
AGX
Argan Inc

Industrials
993
+ 4.24%
$120.08 - $243.11 $119K - $241K
24.4K $5.39M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
46.3K
New
$40.64 - $47.27 $1.88M - $2.19M
46.3K $2.16M
INTU
Intuit Inc

Technology
587
+ 6.13%
$544.07 - $787.63 $319K - $462K
10.2K $8M
GS
Goldman Sachs Group Inc

Financial Services
1.32K
+ 18.14%
$462.22 - $707.75 $608K - $931K
8.57K $6.07M
PWR
Quanta Services, Inc.

Industrials
1.74K
+ 15.85%
$239.47 - $381.26 $416K - $662K
12.7K $4.8M
GE
General Electric CO

Industrials
1.38K
+ 4.82%
$166.81 - $257.39 $230K - $355K
30K $7.72M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
37.4K
New
$50.1 - $51.02 $1.87M - $1.91M
37.4K $1.91M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
6.84K
New
$179.95 - $278.88 $1.23M - $1.91M
6.84K $1.91M
PH
Parker Hannifin Corp

Industrials
528
+ 3.15%
$517.23 - $700.54 $273K - $370K
17.3K $12.1M
PANW
Palo Alto Networks Inc

Technology
1.77K
+ 4.03%
$152.44 - $204.64 $270K - $362K
45.6K $9.33M
XLK
Technology Sector Spdr

ETFs
7.21K
New
$179.73 - $253.23 $1.3M - $1.83M
7.21K $1.83M
Activity Summary
Buys All Purchases 530 New Holdings 124 Increased Positions 406 Sells All Sells 338 Reductions 338 Sold out 0 Options Calls 0 Puts 0
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