Independent Advisor Alliance Purchases in Q2 2025

Independent Advisor Alliance

  • $3.36 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Celestica Inc
683
+ 1.94%
N/A
36K $0
Linde PLC
4
+ 0.02%
N/A
17K $0
Cava Group Inc
11.3K
+ 30.66%
N/A
48.1K $0
Sila Realty Trust Inc
8.62K
New
N/A
8.62K $0
Landbridge Company LLC
4.57K
+ 71.39%
N/A
11K $0
Coreweave Inc
2.26K
New
N/A
2.26K $0
Microstrategy Inc
1.88K
New
N/A
1.88K $0
Te Connectivity PLC
48
+ 0.64%
N/A
7.57K $0
Circle Internet Group Inc
1.11K
New
N/A
1.11K $0
Spdr Series Trust
1.69K
+ 14.06%
N/A
13.7K $0
The9 LTD
11.7K
New
N/A
11.7K $0
Webull Corp
14.6K
New
N/A
14.6K $0
Pgim ETF Tr
8.5K
New
N/A
8.5K $0
Defi Technologies Inc
25.3K
New
N/A
25.3K $0
ALCC
Alt C Acquisition Corp.

Financial Services
9.51K
New
N/A
9.51K $0
Core Natural Resources Inc
2.8K
+ 25.52%
N/A
13.8K $0
Annaly Capital Management In
10.1K
+ 28.39%
N/A
45.6K $0
Reddit Inc
1.34K
New
N/A
1.34K $0
Ge Vernova Inc
3.51K
+ 37.61%
N/A
12.9K $0
Ferguson Enterprises Inc
994
New
N/A
994 $0
HEIA
Heico Crp Cl A
890
New
N/A
890 $0
Rocket Lab Corp
6.11K
New
N/A
6.11K $0
IDME
ETF Ser Solutions Intl Drawdow

ETFs
33.4K
New
N/A
33.4K $0
POWW
Ammo, Inc.

Industrials
860
+ 7.98%
$1.25 - $2.09 $1.08K - $1.8K
11.6K $14K
Arista Networks Inc
6.82K
+ 6.5%
N/A
112K $0
Nebius Group N.V.
14.8K
New
N/A
14.8K $0
ALL
Allstate Corp

Financial Services
554
+ 2.77%
$180.53 - $212.64 $100K - $118K
20.5K $4.13M
NBTB
Nbt Bancorp Inc

Financial Services
57
+ 1.14%
$38.62 - $44.8 $2.2K - $2.55K
5.06K $210K
AMCR
Amcor PLC

Consumer Cyclical
2.57K
+ 4.66%
$8.57 - $9.81 $22K - $25.2K
57.8K $531K
MMLP
Martin Midstream Partners L.P.

Energy
1
+ 0.01%
$2.65 - $3.58 $2.65 - $3.58
14.7K $43K
EQNR
Equinor Asa

Energy
635
+ 3.17%
$22.04 - $28.08 $14K - $17.8K
20.7K $520K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
217
+ 4.42%
$86.97 - $102.82 $18.9K - $22.3K
5.13K $492K
XEL
Xcel Energy Inc

Utilities
241
+ 2.27%
$65.65 - $72.39 $15.8K - $17.4K
10.9K $739K
ALC
Alcon Inc

Healthcare
42
+ 1.66%
$82.88 - $98.3 $3.48K - $4.13K
2.57K $226K
ALB
Albemarle Corp

Basic Materials
1.14K
+ 12.66%
$50.76 - $72.25 $57.8K - $82.2K
10.1K $634K
CAG
Conagra Brands Inc.

Consumer Defensive
2.12K
+ 22.76%
$20.4 - $26.78 $43.3K - $56.9K
11.5K $234K
DTE
Dte Energy CO

Utilities
288
+ 3.25%
$127.39 - $139.49 $36.7K - $40.2K
9.15K $1.21M
HES
Hess Corp

Energy
202
+ 9.54%
$126.32 - $161.29 $25.5K - $32.6K
2.32K $321K
SFBS
Servis First Bancshares, Inc.

Financial Services
114
+ 2.19%
$68.48 - $82.21 $7.81K - $9.37K
5.32K $412K
EXC
Exelon Corp

Utilities
843
+ 4.03%
$42.2 - $47.37 $35.6K - $39.9K
21.7K $943K
SON
Sonoco Products CO

Consumer Cyclical
15
+ 0.22%
$40.6 - $47.93 $609 - $719
6.8K $296K
PFG
Principal Financial Group Inc

Financial Services
12
+ 0.24%
$69.56 - $86.19 $835 - $1.03K
5.02K $398K
VTR
Ventas, Inc.

Real Estate
428
+ 4.56%
$62.45 - $70.08 $26.7K - $30K
9.82K $620K
BP
Bp PLC

Energy
2.94K
+ 9.91%
$26.11 - $33.81 $76.7K - $99.3K
32.6K $974K
MUSA
Murphy Usa Inc.

Consumer Cyclical
8
+ 1.64%
$388.56 - $520.27 $3.11K - $4.16K
497 $202K
ERIE
Erie Indemnity CO

Financial Services
116
+ 10.83%
$340.45 - $423.93 $39.5K - $49.2K
1.19K $411K
SHW
Sherwin Williams CO

Basic Materials
98
+ 0.79%
$313.51 - $363.51 $30.7K - $35.6K
12.5K $4.28M
WEC
Wec Energy Group, Inc.

Utilities
658
+ 2.95%
$102.24 - $109.76 $67.3K - $72.2K
23K $2.39M
SWK
Stanley Black & Decker, Inc.

Industrials
440
+ 5.4%
$55.86 - $76.98 $24.6K - $33.9K
8.58K $581K
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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