Independent Advisor Alliance Purchases in Q2 2025

Independent Advisor Alliance

  • $3.36 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LTC
Ltc Properties Inc

Real Estate
100
+ 0.18%
$32.83 - $36.24 $3.28K - $3.62K
57K $1.97M
DMLP
Dorchester Minerals, L.P.

Energy
3.85K
+ 5.47%
$26.77 - $30.37 $103K - $117K
74.2K $2.07M
IEX
Idex Corp

Industrials
102
+ 0.77%
$160.66 - $191.29 $16.4K - $19.5K
13.4K $2.35M
AON
Aon PLC

Financial Services
14
+ 1.0%
$335.85 - $398.81 $4.7K - $5.58K
1.41K $504K
APD
Air Products & Chemicals, Inc.

Basic Materials
62
+ 1.13%
$248.61 - $294.96 $15.4K - $18.3K
5.55K $1.57M
EMN
Eastman Chemical CO

Basic Materials
2.27K
+ 13.36%
$72.7 - $88.29 $165K - $200K
19.2K $1.44M
CTRA
Coterra Energy Inc.

Energy
3.93K
+ 8.27%
$22.6 - $29.07 $88.9K - $114K
51.5K $1.31M
MUR
Murphy Oil Corp

Energy
257
+ 2.02%
$19.62 - $29.21 $5.04K - $7.51K
13K $292K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
81
+ 2.86%
$421.16 - $509.5 $34.1K - $41.3K
2.91K $1.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
39.2K
+ 1450.54%
$87.84 - $1441.89 $3.44M - $56.4M
41.8K $3.77M
UPS
United Parcel Service Inc

Industrials
2.53K
+ 6.42%
$91.92 - $110.2 $233K - $279K
41.9K $4.23M
PAA
Plains All American Pipeline LP

Energy
320
+ 0.46%
$16.03 - $20.28 $5.13K - $6.49K
69.9K $1.28M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
28
+ 0.57%
$212.1 - $244.27 $5.94K - $6.84K
4.91K $1.07M
ET
Energy Transfer LP

Energy
584
+ 0.18%
$15.65 - $18.93 $9.14K - $11.1K
318K $5.77M
EOG
Eog Resources Inc

Energy
1.34K
+ 3.84%
$104.61 - $129.97 $140K - $174K
36.1K $4.32M
BSM
Black Stone Minerals, L.P.

Energy
1.51K
+ 2.06%
$12.78 - $15.36 $19.3K - $23.2K
75K $980K
UNP
Union Pacific Corp

Industrials
267
+ 0.75%
$208.27 - $238.46 $55.6K - $63.7K
36K $8.27M
GIS
General Mills Inc

Consumer Defensive
2.06K
+ 5.51%
$50.37 - $60.97 $104K - $126K
39.5K $2.04M
RLI
Rli Corp

Financial Services
1.14K
+ 3.21%
$71.27 - $80.82 $81.5K - $92.5K
36.8K $2.66M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
9.4K
+ 859.51%
$105.72 - $1416.0 $994K - $13.3M
10.5K $1.17M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.38K
+ 6.69%
$90.21 - $112.66 $124K - $155K
22K $2.01M
OKE
Oneok Inc

Energy
665
+ 2.92%
$78.71 - $100.37 $52.3K - $66.7K
23.4K $1.91M
VZ
Verizon Communications Inc

Communication Services
1.87K
+ 0.9%
$41.67 - $45.62 $77.8K - $85.2K
210K $9.11M
TRGP
Targa Resources Corp.

Energy
816
+ 4.2%
$157.32 - $205.72 $128K - $168K
20.2K $3.52M
PGR
Progressive Corp

Financial Services
440
+ 1.43%
$255.27 - $288.74 $112K - $127K
31.3K $8.34M
CHD
Church & Dwight CO Inc

Consumer Defensive
70
+ 0.24%
$91.57 - $110.76 $6.41K - $7.75K
28.7K $2.76M
VNET
Vnet Group, Inc.

Technology
1.63K
+ 0.47%
$4.74 - $8.12 $7.7K - $13.2K
349K $2.41M
DUK
Duke Energy Corp

Utilities
223
+ 0.17%
$112.46 - $124.05 $25.1K - $27.7K
135K $16M
TPL
Texas Pacific Land Corp

Energy
123
+ 3.43%
$1036.28 - $1430.55 $127K - $176K
3.7K $3.91M
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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