Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
5.35K
New
$104.5 - $125.64 $559K - $673K
5.35K $559K
IONQ
Ion Q, Inc.

Technology
13.3K
New
$8.17 - $48.24 $109K - $642K
13.3K $556K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
17.9K
New
$30.93 - $33.94 $553K - $606K
17.9K $553K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
5.01K
New
$105.85 - $112.84 $530K - $565K
5.01K $552K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
24.2K
New
$22.63 - $47.53 $547K - $1.15M
24.2K $548K
FNDF
Schwab Fundamental Intl Large

ETFs
16.3K
New
$32.92 - $37.15 $538K - $607K
16.3K $542K
FXG
First Tr Exchange Traded First

ETFs
13K
+ 19.09%
$63.7 - $70.06 $826K - $909K
80.9K $5.18M
LIT
Global X Fds Global X Lithium

ETFs
13.3K
New
$40.78 - $48.97 $541K - $649K
13.3K $540K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.92K
New
$170.03 - $192.78 $496K - $562K
2.92K $539K
JNK
Spdr Bloomberg High Yield Bond

ETFs
5.64K
New
$94.77 - $97.36 $535K - $549K
5.64K $538K
BSCV
Invesco ETF Self Indexed Fd Tr
33.4K
New
$16.02 - $16.72 $536K - $559K
33.4K $536K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
4.05K
New
$125.5 - $148.67 $509K - $602K
4.05K $536K
GWW
W.W. Grainger, Inc.

Industrials
491
+ 47.67%
$1023.06 - $1220.93 $502K - $599K
1.52K $1.6M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
65.2K
New
$8.17 - $8.66 $533K - $565K
65.2K $532K
VONV
Vanguard Russell 1000 Value Et

ETFs
6.53K
New
$80.87 - $87.69 $528K - $573K
6.53K $530K
CVX
Chevron Corp

Energy
5.61K
+ 4.69%
$141.15 - $162.53 $792K - $912K
125K $18.1M
HD
Home Depot, Inc.

Consumer Cyclical
5.74K
+ 5.45%
$385.02 - $431.37 $2.21M - $2.47M
111K $43.2M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.07K
+ 20.66%
$173.13 - $258.09 $186K - $277K
6.27K $1.45M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
15.5K
New
$33.43 - $36.52 $518K - $566K
15.5K $522K
EPD
Enterprise Products Partners L.P.

Energy
7.22K
+ 5.52%
$28.66 - $34.43 $207K - $249K
138K $4.33M
APP
App Lovin Corp

Technology
1.6K
New
$130.67 - $401.5 $209K - $642K
1.6K $518K
IYH
Ishares Tr

ETFs
9.32K
+ 251.58%
$57.53 - $65.24 $536K - $608K
13K $758K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
11.3K
New
$44.2 - $49.46 $498K - $558K
11.3K $516K
VTWO
Vanguard Russell 2000 ETF

ETFs
5.77K
New
$87.42 - $98.06 $505K - $566K
5.77K $515K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2.52K
+ 119.46%
$209.89 - $233.24 $530K - $588K
4.64K $984K
HIG
Hartford Financial Services Group, Inc.

Financial Services
5.13K
+ 87.74%
$107.06 - $123.74 $549K - $634K
11K $1.2M
MAR
Marriott International Inc

Consumer Cyclical
1.08K
+ 16.0%
$246.06 - $292.59 $265K - $315K
7.79K $2.17M
MLPA
Global X Mlp ETF

ETFs
10.1K
New
$47.44 - $52.61 $481K - $534K
10.1K $501K
SPGI
S&P Global Inc.

Financial Services
1.37K
+ 13.79%
$480.36 - $529.17 $658K - $724K
11.3K $5.63M
VSMV
Victoryshares Us Multifactor M

ETFs
10.3K
New
$47.81 - $50.6 $494K - $522K
10.3K $495K
AMP
Ameriprise Financial Inc

Financial Services
367
+ 7.69%
$473.15 - $574.01 $174K - $211K
5.14K $2.74M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
12K
New
N/A
12K $488K
GPC
Genuine Parts CO

Consumer Cyclical
8.1K
+ 40.5%
$113.11 - $143.63 $916K - $1.16M
28.1K $3.28M
VPU
Vanguard Utilities ETF

ETFs
2.98K
New
$160.52 - $179.11 $479K - $534K
2.98K $487K
BK
Bank Of New York Mellon Corp

Financial Services
5.92K
+ 106.16%
$70.82 - $81.87 $419K - $484K
11.5K $882K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
36.9K
New
$12.74 - $14.23 $470K - $525K
36.9K $479K
CME
Cme Group Inc.

Financial Services
1.69K
+ 23.71%
$221.17 - $246.02 $374K - $416K
8.83K $2.05M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
6.22K
New
$75.22 - $82.17 $468K - $511K
6.22K $473K
BBUS
J P Morgan Exchg Traded Fd

ETFs
4.46K
New
$102.46 - $110.17 $457K - $491K
4.46K $472K
JHEM
John Hancock Exchange Traded

ETFs
18.3K
New
$25.73 - $29.24 $470K - $534K
18.3K $472K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.78K
+ 11.15%
$178.39 - $215.0 $317K - $382K
17.7K $3.42M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.68K
New
$100.24 - $101.35 $469K - $474K
4.68K $470K
SYK
Stryker Corp

Healthcare
1.33K
+ 19.42%
$345.14 - $392.15 $457K - $520K
8.15K $2.93M
MCK
Mckesson Corp

Healthcare
595
+ 37.95%
$482.27 - $628.5 $287K - $374K
2.16K $1.23M
PWR
Quanta Services, Inc.

Industrials
864
+ 8.46%
$296.05 - $346.6 $256K - $299K
11.1K $3.5M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
34.3K
New
$13.12 - $13.68 $450K - $469K
34.3K $456K
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
54.1K
New
$8.37 - $8.79 $453K - $476K
54.1K $454K
JETS
ETF Ser Solutions U S Global J

ETFs
17.7K
New
$20.04 - $25.93 $355K - $460K
17.7K $449K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
6.51K
New
$68.71 - $73.91 $448K - $481K
6.51K $449K
Activity Summary
Buys All Purchases 1194 New Holdings 688 Increased Positions 506 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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