Independent Advisor Alliance Purchases in Q1 2025

Independent Advisor Alliance

  • $2.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MMM
3 M CO

Industrials
1.18K
+ 4.51%
$129.7 - $155.12 $153K - $183K
27.4K $4.02M
SPG
Simon Property Group Inc

Real Estate
6.34K
+ 9.12%
$159.48 - $187.78 $1.01M - $1.19M
75.8K $12.6M
BMY
Bristol Myers Squibb CO

Healthcare
5.02K
+ 7.07%
$53.9 - $63.11 $271K - $317K
76.1K $4.64M
UAL
United Airlines Holdings, Inc.

Industrials
20.2K
+ 71.66%
$69.05 - $110.52 $1.39M - $2.23M
48.3K $3.34M
KMI
Kinder Morgan, Inc.

Energy
16.6K
+ 15.68%
$26.1 - $31.22 $434K - $519K
123K $3.5M
PAHC
Phibro Animal Health Corp

Healthcare
27K
New
$20.05 - $26.22 $541K - $708K
27K $576K
CEG
Constellation Energy Corp

Utilities
3.69K
+ 48.54%
$201.63 - $347.44 $745K - $1.28M
11.3K $2.28M
CME
Cme Group Inc.

Financial Services
940
+ 10.65%
$225.82 - $266.54 $212K - $251K
9.77K $2.59M
ENB
Enbridge Inc

Energy
8.35K
+ 9.33%
$41.54 - $45.45 $347K - $379K
97.8K $4.33M
SCHW
Schwab Charles Corp

Financial Services
4.75K
+ 13.84%
$71.24 - $83.64 $339K - $398K
39.1K $3.06M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
9.92K
+ 245.01%
$49.67 - $51.43 $493K - $510K
14K $713K
WFC
Wells Fargo & Company

Financial Services
4.96K
+ 6.44%
$66.78 - $81.42 $331K - $404K
81.9K $5.88M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
600
+ 26.93%
$402.49 - $513.76 $241K - $308K
2.83K $1.37M
EOG
Eog Resources Inc

Energy
2.2K
+ 6.75%
$120.54 - $138.05 $265K - $304K
34.8K $4.46M
ERIE
Erie Indemnity CO

Financial Services
1.07K
New
$377.62 - $450.61 $404K - $483K
1.07K $448K
DPZ
Dominos Pizza Inc

Consumer Cyclical
901
+ 109.21%
$402.33 - $489.71 $362K - $441K
1.73K $793K
ES
Eversource Energy

Utilities
6.78K
+ 164.6%
$55.63 - $63.8 $377K - $433K
10.9K $677K
DBA
Invesco Db Agriculture Fund

ETFs
16.5K
New
$26.05 - $28.38 $431K - $470K
16.5K $435K
SFBS
Servis First Bancshares, Inc.

Financial Services
5.21K
New
$80.8 - $93.58 $421K - $487K
5.21K $430K
UNP
Union Pacific Corp

Industrials
536
+ 1.52%
$225.21 - $254.42 $121K - $136K
35.7K $8.43M
QCOM
Qualcomm Inc

Technology
2.6K
+ 5.72%
$151.94 - $175.86 $395K - $457K
48.1K $7.38M
AXS
Axis Capital Holdings LTD

Financial Services
59
+ 0.18%
$85.54 - $100.24 $5.05K - $5.91K
33.4K $3.34M
WEC
Wec Energy Group, Inc.

Utilities
602
+ 2.77%
$92.12 - $108.98 $55.5K - $65.6K
22.3K $2.43M
ETR
Entergy Corp

Utilities
883
+ 2.74%
$75.26 - $87.89 $66.5K - $77.6K
33.1K $2.83M
C
Citigroup Inc

Financial Services
4.7K
+ 5.81%
$67.23 - $84.63 $316K - $398K
85.7K $6.08M
DBO
Invesco Db Oil Fund

ETFs
26.5K
New
$13.36 - $15.88 $354K - $421K
26.5K $379K
KMB
Kimberly Clark Corp

Consumer Defensive
527
+ 1.94%
$124.46 - $147.4 $65.6K - $77.7K
27.6K $3.93M
FDS
Factset Research Systems Inc

Financial Services
851
+ 193.85%
$427.5 - $476.51 $364K - $406K
1.29K $586K
CSCO
Cisco Systems, Inc.

Technology
1.87K
+ 1.81%
$58.74 - $64.87 $110K - $121K
105K $6.48M
MPLX
Mplx LP

Energy
23
+ 0.03%
$47.88 - $54.65 $1.1K - $1.26K
66K $3.53M
WELL
Welltower Inc.

Real Estate
156
+ 1.22%
$124.05 - $156.86 $19.4K - $24.5K
13K $1.99M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
12.1K
New
$24.39 - $35.22 $295K - $426K
12.1K $358K
CELH
Celsius Holdings, Inc.

Consumer Defensive
9.94K
New
$21.28 - $35.62 $211K - $354K
9.94K $353K
CRS
Carpenter Technology Corp

Industrials
1.95K
New
$172.39 - $212.53 $335K - $414K
1.95K $352K
BCS
Barclays PLC

Financial Services
22.7K
New
$12.69 - $16.25 $288K - $369K
22.7K $348K
FTNT
Fortinet, Inc.

Technology
2.96K
+ 8.98%
$92.49 - $114.57 $274K - $339K
35.9K $3.46M
OTTR
Otter Tail Corp

Utilities
4.24K
New
$72.43 - $83.38 $307K - $353K
4.24K $340K
NOC
Northrop Grumman Corp

Industrials
69
+ 0.99%
$433.45 - $513.82 $29.9K - $35.5K
7.01K $3.59M
VRSK
Verisk Analytics, Inc.

Industrials
184
+ 1.48%
$268.63 - $301.33 $49.4K - $55.4K
12.6K $3.75M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
5.23K
New
$60.91 - $71.4 $318K - $373K
5.23K $324K
HCA
Hca Healthcare, Inc.

Healthcare
647
+ 32.93%
$296.7 - $345.55 $192K - $224K
2.61K $902K
AR
Antero Resources Corp

Energy
1.92K
+ 4.45%
$33.64 - $41.42 $64.4K - $79.3K
45K $1.82M
SKOR
Flexshares Tr Credit Scored Us

ETFs
6.17K
+ 31.39%
$47.35 - $48.46 $292K - $299K
25.8K $1.25M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.44K
+ 7.48%
$98.98 - $113.18 $142K - $162K
20.6K $2.33M
UTI
Universal Technical Institute Inc

Consumer Defensive
12K
+ 98.32%
$24.77 - $29.54 $296K - $353K
24.1K $619K
ICE
Intercontinental Exchange, Inc.

Financial Services
511
+ 5.54%
$142.8 - $176.36 $73K - $90.1K
9.74K $1.68M
META
Meta Platforms, Inc.

Communication Services
2.47K
+ 2.97%
$576.36 - $736.67 $1.43M - $1.82M
85.9K $49.5M
ADM
Archer Daniels Midland CO

Consumer Defensive
7.75K
+ 25.99%
$45.22 - $52.17 $350K - $404K
37.6K $1.8M
DKL
Delek Logistics Partners, LP

Energy
6.83K
New
$40.02 - $45.32 $273K - $310K
6.83K $295K
Activity Summary
Buys All Purchases 390 New Holdings 62 Increased Positions 328 Sells All Sells 412 Reductions 412 Sold out 0 Options Calls 0 Puts 0
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