Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VRSK
Verisk Analytics, Inc.

Industrials
1.32K
+ 11.87%
$262.86 - $294.75 $346K - $388K
12.4K $3.42M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
38.1K
New
$11.39 - $12.41 $434K - $473K
38.1K $444K
EWX
Spdr S&P Emerging Markets Smal

ETFs
7.57K
New
$58.61 - $64.79 $444K - $491K
7.57K $443K
FCNCA
First Citizens Bancshares Inc

Financial Services
68
+ 6.24%
$1818.92 - $2353.08 $124K - $160K
1.16K $2.45M
MDT
Medtronic PLC

Healthcare
11.1K
+ 25.27%
$79.61 - $92.24 $882K - $1.02M
54.9K $4.39M
VNLA
Janus Henderson Short Duration

ETFs
8.94K
New
$48.82 - $49.11 $436K - $439K
8.94K $437K
BR
Broadridge Financial Solutions, Inc.

Technology
798
+ 3.49%
$209.64 - $236.44 $167K - $189K
23.6K $5.34M
CEG
Constellation Energy Corp

Utilities
2.7K
+ 54.95%
$224.28 - $285.52 $605K - $770K
7.61K $1.71M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
17.1K
New
N/A
17.1K $435K
URTH
Ishares Msci World ETF

ETFs
2.8K
New
$153.73 - $162.67 $431K - $456K
2.8K $435K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
6.35K
New
$68.25 - $75.42 $434K - $479K
6.35K $434K
AME
Ametek Inc

Industrials
2.39K
New
$165.89 - $197.38 $396K - $471K
2.39K $430K
AFRM
Affirm Holdings, Inc.

Technology
1.58K
+ 9.58%
$38.48 - $72.86 $60.6K - $115K
18K $1.1M
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
29.6K
New
$14.42 - $16.27 $427K - $482K
29.6K $426K
ERC
Allspring Multi Sector Income Fund

Financial Services
46.2K
New
$8.84 - $9.54 $408K - $441K
46.2K $424K
AIG
American International Group, Inc.

Financial Services
5.82K
+ 55.98%
$70.0 - $79.22 $407K - $461K
16.2K $1.18M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
17.8K
New
$23.55 - $23.9 $418K - $424K
17.8K $418K
PAY
Paymentus Holdings, Inc.

Technology
12.8K
New
$19.82 - $38.35 $253K - $490K
12.8K $417K
SQ
Block, Inc.

Technology
2.26K
+ 17.93%
$65.06 - $98.92 $147K - $223K
14.9K $1.26M
DSGX
Descartes Systems Group Inc

Technology
13
+ 0.03%
$100.21 - $121.37 $1.3K - $1.58K
38.9K $4.42M
FNDX
Schwab Fundamental U S Large C

ETFs
17.5K
New
$23.49 - $71.77 $410K - $1.25M
17.5K $413K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
29.5K
New
$13.54 - $14.25 $400K - $421K
29.5K $412K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
19.5K
New
$20.98 - $21.19 $410K - $414K
19.5K $411K
SCHX
Schwab Strategic Tr Us Large C

ETFs
26.3K
+ 594.59%
$22.4 - $68.28 $588K - $1.79M
30.7K $710K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
45.2K
New
$8.91 - $9.52 $402K - $430K
45.2K $406K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
9.65K
+ 19.79%
$86.03 - $94.92 $830K - $916K
58.4K $5.04M
CINF
Cincinnati Financial Corp

Financial Services
2.34K
+ 26.34%
$132.86 - $160.16 $311K - $374K
11.2K $1.61M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
51.3K
New
$7.83 - $8.16 $402K - $419K
51.3K $403K
WMB
Williams Companies, Inc.

Energy
5.14K
+ 36.46%
$46.37 - $59.74 $238K - $307K
19.2K $1.04M
CCI
Crown Castle International Corp

Real Estate
4.36K
New
$89.78 - $119.11 $391K - $519K
4.36K $395K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18K
New
$21.81 - $22.48 $393K - $405K
18K $394K
MLM
Martin Marietta Materials Inc

Basic Materials
764
New
$516.5 - $619.58 $395K - $473K
764 $394K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.3K
New
N/A
6.3K $393K
SGOL
Abrdn Gold ETF Trust

ETFs
15.7K
New
$24.46 - $26.62 $384K - $418K
15.7K $392K
BROS
Dutch Bros Inc.

Consumer Cyclical
462
+ 2.56%
$30.72 - $55.82 $14.2K - $25.8K
18.5K $970K
OKE
Oneok Inc

Energy
2.22K
+ 12.14%
$92.28 - $117.05 $204K - $259K
20.5K $2.05M
DASH
Door Dash, Inc.

Communication Services
2.33K
New
$141.93 - $180.48 $330K - $420K
2.33K $390K
FCOM
Fidelity Covington Tr Msci Com

ETFs
6.64K
New
$54.65 - $61.96 $363K - $412K
6.64K $389K
WTRG
Essential Utilities, Inc.

Utilities
10.7K
New
$36.18 - $40.55 $387K - $434K
10.7K $388K
HWM
Howmet Aerospace Inc.

Industrials
1.59K
+ 6.8%
$99.72 - $120.09 $158K - $191K
25K $2.73M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
50.3K
New
$7.67 - $8.25 $385K - $415K
50.3K $388K
HUBS
Hubspot Inc

Technology
171
+ 10.55%
$514.07 - $757.4 $87.9K - $130K
1.79K $1.25M
IEV
Ishares Tr Europe ETF

ETFs
7.43K
New
$52.03 - $57.63 $387K - $428K
7.43K $386K
SCHP
Schwab Strategic Us Tips ETF

ETFs
14.6K
New
$25.74 - $53.78 $375K - $783K
14.6K $376K
ADP
Automatic Data Processing Inc

Industrials
577
+ 4.52%
$280.08 - $307.97 $162K - $178K
13.4K $3.91M
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
9.56K
New
$38.02 - $42.79 $363K - $409K
9.56K $374K
EW
Edwards Lifesciences Corp

Healthcare
5.05K
New
$64.54 - $75.92 $326K - $383K
5.05K $373K
FLRN
Spdr Bloomberg Investment Grad

ETFs
12.1K
New
$30.67 - $30.84 $371K - $373K
12.1K $371K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
3.53K
New
$104.52 - $115.08 $369K - $406K
3.53K $371K
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
Track This Portfolio

Track Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email