Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RS
Reliance Steel & Aluminum CO

Basic Materials
1.37K
New
$264.2 - $326.32 $362K - $447K
1.37K $368K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
24.6K
New
$14.38 - $15.35 $354K - $377K
24.6K $367K
HYDB
Ishares Tr Edge High Yield Def

ETFs
7.81K
New
$46.68 - $47.95 $365K - $375K
7.81K $367K
PPL
Ppl Corp

Utilities
11.8K
+ 47.92%
$31.47 - $35.0 $370K - $412K
36.3K $1.18M
HYD
Vaneck High Yield Muni ETF

ETFs
7.08K
New
$51.09 - $53.06 $362K - $376K
7.08K $367K
AR
Antero Resources Corp

Energy
3.16K
+ 7.93%
$25.54 - $35.52 $80.8K - $112K
43.1K $1.51M
VITL
Vital Farms, Inc.

Consumer Defensive
7.03K
+ 18.2%
$28.13 - $40.91 $198K - $288K
45.7K $1.72M
AXS
Axis Capital Holdings LTD

Financial Services
749
+ 2.3%
$78.26 - $94.05 $58.6K - $70.4K
33.3K $2.95M
RZV
Invesco Fd Tr

ETFs
3.21K
New
$105.77 - $119.36 $340K - $383K
3.21K $357K
PH
Parker Hannifin Corp

Industrials
440
+ 2.49%
$621.74 - $709.46 $274K - $312K
18.1K $11.5M
VONE
Vanguard Russell 1000 ETF

ETFs
1.33K
New
$257.18 - $277.76 $342K - $369K
1.33K $354K
TDG
Trans Digm Group Inc

Industrials
279
New
$1239.0 - $1442.53 $346K - $402K
279 $353K
VFC
V F Corp

Consumer Cyclical
12.3K
+ 21.39%
$16.7 - $22.59 $206K - $279K
70K $1.5M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.59K
New
$134.53 - $150.65 $349K - $391K
2.59K $351K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.05K
+ 89.78%
$396.64 - $516.74 $418K - $545K
2.23K $897K
EWJ
Ishares Msci Japan ETF

ETFs
5.21K
New
$66.18 - $71.84 $344K - $374K
5.21K $349K
JOE
St Joe CO

Real Estate
7.64K
New
$43.8 - $59.68 $335K - $456K
7.64K $343K
DHS
Wisdomtree Tr U.S

ETFs
3.65K
New
$92.66 - $100.58 $338K - $367K
3.65K $340K
ROST
Ross Stores, Inc.

Consumer Cyclical
2.22K
+ 69.51%
$138.59 - $156.61 $308K - $348K
5.42K $819K
KORP
American Centy ETF Tr Diversif

ETFs
7.95K
+ 69.91%
$45.76 - $48.27 $364K - $384K
19.3K $887K
AMZA
Etfis Ser Tr I

ETFs
7.91K
New
$39.41 - $47.31 $312K - $374K
7.91K $338K
CF
Cf Industries Holdings, Inc.

Basic Materials
3.96K
New
$81.39 - $94.14 $322K - $373K
3.96K $337K
FEX
First Tr Large Cap Core Alphde

ETFs
3.24K
New
$103.29 - $112.88 $335K - $366K
3.24K $337K
IYR
Ishares Tr

ETFs
3.62K
New
$90.74 - $102.87 $329K - $372K
3.62K $336K
VRT
Vertiv Holdings CO

Industrials
3.87K
+ 5.71%
N/A
71.6K $6.21M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
9.34K
New
$34.83 - $38.05 $325K - $355K
9.34K $329K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
3.1K
New
$105.45 - $117.99 $327K - $366K
3.1K $329K
CTSH
Cognizant Technology Solutions Corp

Technology
4.26K
New
$74.37 - $82.32 $317K - $351K
4.26K $327K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
25.9K
New
$12.16 - $13.26 $315K - $344K
25.9K $327K
APO
Apollo Global Management, Inc.

Financial Services
1.51K
+ 77.95%
$131.36 - $178.61 $198K - $269K
3.44K $567K
GE
General Electric CO

Industrials
4.94K
+ 21.54%
$159.95 - $194.23 $791K - $960K
27.9K $4.65M
CAH
Cardinal Health Inc

Healthcare
1.71K
+ 10.83%
$107.89 - $125.33 $185K - $215K
17.5K $2.07M
SIL
Global X Silver Miners ETF

ETFs
10.2K
New
$31.61 - $41.98 $322K - $428K
10.2K $324K
FPX
First Trust Us Equity Opportun

ETFs
2.7K
New
$109.38 - $131.9 $296K - $357K
2.7K $323K
SNOW
Snowflake Inc.

Technology
1.05K
+ 25.7%
$109.65 - $186.51 $115K - $195K
5.13K $791K
AOA
Ishares Tr Core Aggressive All

ETFs
4.21K
New
$76.61 - $79.88 $322K - $336K
4.21K $322K
DTH
Wisdomtree Tr

ETFs
8.54K
New
$37.38 - $41.11 $319K - $351K
8.54K $322K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.13K
+ 44.2%
$229.83 - $258.46 $259K - $292K
3.68K $909K
HPE
Hewlett Packard Enterprise CO

Technology
15K
New
$19.31 - $23.95 $290K - $360K
15K $320K
JHML
John Hancock Multifactor Large

ETFs
4.59K
New
$68.78 - $73.44 $315K - $337K
4.59K $319K
QDPL
Pacer Fds Tr Metaurus Us Large
8.33K
New
$37.54 - $40.11 $313K - $334K
8.33K $319K
PKG
Packaging Corp Of America

Consumer Cyclical
1.42K
New
$211.98 - $248.85 $301K - $354K
1.42K $319K
SNPS
Synopsys Inc

Technology
813
+ 21.77%
$485.36 - $588.0 $395K - $478K
4.55K $2.21M
DLR
Digital Realty Trust, Inc.

Real Estate
1.28K
+ 22.72%
$156.46 - $195.69 $201K - $251K
6.93K $1.23M
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
17.8K
New
$16.54 - $17.92 $294K - $318K
17.8K $315K
OMF
One Main Holdings, Inc.

Financial Services
4.96K
+ 44.49%
$45.27 - $57.43 $225K - $285K
16.1K $840K
RLI
Rli Corp

Financial Services
892
+ 5.25%
$151.91 - $180.89 $136K - $161K
17.9K $2.95M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
15.3K
New
N/A
15.3K $309K
ACN
Accenture PLC

Technology
1.01K
+ 3.59%
$343.9 - $376.86 $349K - $382K
29.2K $10.3M
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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