Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MELI
Mercadolibre Inc

Consumer Cyclical
85
+ 12.3%
$1666.0 - $2117.3 $142K - $180K
776 $1.32M
CL
Colgate Palmolive CO

Consumer Defensive
2.9K
+ 10.24%
$90.22 - $102.31 $261K - $296K
31.2K $2.84M
NEM
Newmont Corp

Basic Materials
2.09K
+ 18.99%
$37.0 - $58.68 $77.4K - $123K
13.1K $487K
O
Realty Income Corp

Real Estate
2.18K
+ 9.91%
$51.76 - $64.71 $113K - $141K
24.1K $1.29M
AOS
Smith A O Corp

Industrials
962
+ 11.46%
$68.02 - $88.94 $65.4K - $85.6K
9.35K $637K
UNP
Union Pacific Corp

Industrials
2.11K
+ 6.37%
$223.15 - $249.32 $470K - $525K
35.2K $8.02M
PSX
Phillips 66

Energy
2.76K
+ 11.03%
$110.35 - $138.93 $304K - $383K
27.7K $3.16M
UBER
Uber Technologies, Inc

Technology
6.42K
+ 18.29%
$59.93 - $86.34 $385K - $555K
41.5K $2.51M
FSLR
First Solar, Inc.

Technology
63
+ 3.11%
$175.88 - $240.66 $11.1K - $15.2K
2.09K $368K
CHE
Chemed Corp

Healthcare
25
+ 1.11%
$517.44 - $613.19 $12.9K - $15.3K
2.28K $1.21M
VLO
Valero Energy Corp

Energy
201
+ 1.41%
$118.59 - $144.02 $23.8K - $28.9K
14.5K $1.77M
SLV
I Shares Silver Trust

ETFs
2.33K
+ 2.12%
$26.33 - $31.74 $61.5K - $74.1K
112K $2.96M
XOM
Exxon Mobil Corp

Energy
25.3K
+ 8.45%
$105.51 - $125.37 $2.67M - $3.18M
325K $35M
SWK
Stanley Black & Decker, Inc.

Industrials
963
+ 11.61%
$79.07 - $109.36 $76.1K - $105K
9.26K $743K
PLD
Prologis, Inc.

Real Estate
1.25K
+ 8.27%
$101.4 - $126.96 $126K - $158K
16.3K $1.72M
VZ
Verizon Communications Inc

Communication Services
17.7K
+ 9.82%
$39.6 - $45.21 $701K - $800K
198K $7.91M
INTC
Intel Corp

Technology
3.4K
+ 4.43%
$19.07 - $26.23 $64.7K - $89.1K
80.1K $1.61M
BAH
Booz Allen Hamilton Holding Corp

Industrials
198
+ 3.02%
$128.36 - $186.0 $25.4K - $36.8K
6.76K $869K
PFE
Pfizer Inc

Healthcare
13.4K
+ 5.69%
$24.8 - $30.19 $331K - $403K
248K $6.57M
QCOM
Qualcomm Inc

Technology
3K
+ 7.06%
$150.4 - $178.04 $451K - $534K
45.5K $6.99M
STX
Seagate Technology Holdings PLC

Technology
773
+ 4.92%
$86.31 - $112.64 $66.7K - $87.1K
16.5K $1.42M
LXP
Lxp Industrial Trust

Real Estate
4.51K
+ 2.47%
$8.12 - $9.89 $36.6K - $44.6K
187K $1.52M
TXT
Textron Inc

Industrials
941
+ 2.85%
$75.82 - $90.32 $71.3K - $85K
33.9K $2.6M
NUE
Nucor Corp

Basic Materials
929
+ 6.34%
$115.78 - $167.74 $108K - $156K
15.6K $1.82M
MU
Micron Technology Inc

Technology
8.31K
+ 14.47%
$84.16 - $113.41 $699K - $942K
65.7K $5.53M
MFA
Mfa Financial, Inc.

Real Estate
1.22K
+ 0.71%
$10.19 - $12.72 $12.5K - $15.6K
174K $1.77M
COP
Conocophillips

Energy
735
+ 0.81%
$95.12 - $114.72 $69.9K - $84.3K
91.7K $9.09M
LHX
L3 Harris Technologies, Inc.

Industrials
488
+ 2.12%
$208.94 - $264.22 $102K - $129K
23.6K $4.95M
SO
Southern CO

Utilities
5.73K
+ 4.27%
$81.5 - $94.15 $467K - $539K
140K $11.5M
ASML
Asml Holding Nv

Technology
9
+ 0.2%
$658.43 - $872.27 $5.93K - $7.85K
4.56K $3.16M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.35K
+ 2.57%
$59.25 - $72.99 $79.9K - $98.5K
53.7K $3.21M
GD
General Dynamics Corp

Industrials
955
+ 4.09%
$260.28 - $314.03 $249K - $300K
24.3K $6.41M
JNJ
Johnson & Johnson

Healthcare
5.51K
+ 6.26%
$143.34 - $165.86 $790K - $914K
93.5K $13.5M
ABBV
Abb Vie Inc.

Healthcare
8.48K
+ 7.29%
$164.99 - $203.87 $1.4M - $1.73M
125K $22.2M
MRK
Merck & Co., Inc.

Healthcare
1.3K
+ 1.96%
$96.31 - $114.76 $125K - $149K
67.3K $6.7M
LOW
Lowes Companies Inc

Consumer Cyclical
1.59K
+ 2.95%
$244.52 - $284.07 $388K - $450K
55.4K $13.7M
CAT
Caterpillar Inc

Industrials
1.19K
+ 2.47%
$360.37 - $416.88 $430K - $497K
49.6K $18M
LLY
Eli Lilly & CO

Healthcare
4.39K
+ 11.08%
$727.2 - $932.06 $3.19M - $4.09M
44K $33.9M
AMGN
Amgen Inc

Healthcare
2.28K
+ 8.13%
$258.78 - $328.31 $589K - $748K
30.3K $7.89M
CTAS
Cintas Corp

Industrials
3.34K
+ 4.34%
$182.7 - $226.47 $610K - $756K
80.3K $14.7M
LMT
Lockheed Martin Corp

Industrials
879
+ 4.15%
$479.66 - $614.62 $422K - $540K
22K $10.7M
NVO
Novo Nordisk A S

Healthcare
1.11K
+ 1.55%
$85.0 - $120.04 $94.2K - $133K
72.6K $6.25M
AMD
Advanced Micro Devices Inc

Technology
4.07K
+ 1.35%
$118.88 - $172.8 $484K - $703K
305K $36.9M
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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