Independent Advisor Alliance Purchases in Q1 2025

Independent Advisor Alliance

  • $2.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AEM
Agnico Eagle Mines LTD

Basic Materials
3
+ 0.03%
$79.66 - $108.41 $239 - $325
9.67K $1.05M
AJG
Arthur J. Gallagher & Co.

Financial Services
122
+ 3.01%
$275.89 - $345.24 $33.7K - $42.1K
4.18K $1.44M
ALL
Allstate Corp

Financial Services
19
+ 0.1%
$180.99 - $210.18 $3.44K - $3.99K
20K $4.14M
MKL
Markel Corp

Financial Services
153
New
$1660.14 - $2059.83 $254K - $315K
153 $286K
BXP
Boston Properties Inc

Real Estate
4.22K
New
$63.97 - $74.91 $270K - $316K
4.22K $283K
BIDU
Baidu, Inc.

Communication Services
2.96K
New
$77.43 - $102.51 $229K - $304K
2.96K $272K
FNV
Franco Nevada Corp

Basic Materials
870
+ 26.22%
$120.72 - $157.56 $105K - $137K
4.19K $659K
IXP
Ishares Global Comm Services E

ETFs
2.77K
New
$95.48 - $106.93 $265K - $296K
2.77K $268K
BXSL
Blackstone Secured Lending Fund

Financial Services
8.22K
New
$31.3 - $34.5 $257K - $284K
8.22K $265K
MCK
Mckesson Corp

Healthcare
60
+ 2.77%
$566.21 - $672.99 $34K - $40.4K
2.22K $1.5M
SHEL
Shell PLC

Energy
992
+ 5.65%
$62.84 - $73.29 $62.3K - $72.7K
18.6K $1.36M
ET
Energy Transfer LP

Energy
29.1K
+ 10.11%
$17.26 - $21.08 $503K - $614K
318K $5.9M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
17.3K
New
$14.59 - $23.31 $252K - $403K
17.3K $252K
BROS
Dutch Bros Inc.

Consumer Cyclical
1.21K
+ 6.51%
$55.77 - $85.37 $67.3K - $103K
19.7K $1.22M
QBTS
D Wave Quantum Inc.

Technology
32.5K
New
$3.83 - $11.18 $124K - $363K
32.5K $246K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
116
+ 11.86%
$1227.6 - $1458.46 $142K - $169K
1.09K $1.48M
HSY
Hershey CO

Consumer Defensive
1.14K
+ 3.85%
$144.74 - $186.36 $164K - $212K
30.7K $5.24M
ROP
Roper Technologies Inc

Industrials
23
+ 0.7%
$502.71 - $593.81 $11.6K - $13.7K
3.31K $1.95M
TXN
Texas Instruments Inc

Technology
1.23K
+ 4.84%
N/A
26.7K $5.19M
AIG
American International Group, Inc.

Financial Services
96
+ 0.59%
$70.5 - $86.94 $6.77K - $8.35K
16.3K $1.42M
YUM
Yum Brands Inc

Consumer Cyclical
439
+ 6.11%
$123.25 - $162.53 $54.1K - $71.4K
7.62K $1.2M
SNY
Sanofi

Healthcare
4.24K
New
$48.15 - $59.42 $204K - $252K
4.24K $235K
BSX
Boston Scientific Corp

Healthcare
677
+ 4.76%
$89.38 - $106.18 $60.5K - $71.9K
14.9K $1.5M
SAP
Sap Se

Technology
35
+ 0.35%
$241.4 - $293.69 $8.45K - $10.3K
9.96K $2.67M
COOP
Mr. Cooper Group Inc.

Financial Services
1.91K
New
$91.4 - $119.6 $175K - $229K
1.91K $228K
ARLP
Alliance Resource Partners LP

Energy
8.36K
New
$24.47 - $29.24 $205K - $245K
8.36K $228K
SLB
Schlumberger Limited

Energy
4.26K
+ 31.6%
$38.4 - $43.74 $163K - $186K
17.7K $740K
MELI
Mercadolibre Inc

Consumer Cyclical
14
+ 1.8%
$1739.0 - $2260.0 $24.3K - $31.6K
790 $1.54M
IAU
Ishares Gold Trust

ETFs
985
+ 5.69%
$49.74 - $58.96 $49K - $58.1K
18.3K $1.08M
KR
Kroger CO

Consumer Defensive
42
+ 0.13%
$58.36 - $67.72 $2.45K - $2.84K
33.4K $2.26M
WCN
Waste Connections, Inc.

Industrials
1.13K
New
$169.89 - $195.19 $192K - $220K
1.13K $220K
CCI
Crown Castle International Corp

Real Estate
1.53K
+ 35.05%
$84.33 - $106.39 $129K - $163K
5.89K $613K
L
Loews Corp

Financial Services
2.35K
New
$81.13 - $91.91 $191K - $216K
2.35K $216K
CRNT
Ceragon Networks LTD

Technology
91.8K
New
$2.35 - $5.48 $216K - $503K
91.8K $215K
CHTR
Charter Communications, Inc.

Communication Services
582
New
$334.89 - $384.77 $195K - $224K
582 $214K
DOCS
Doximity, Inc.

Healthcare
3.67K
New
$49.71 - $83.14 $183K - $305K
3.67K $213K
EQH
Equitable Holdings, Inc.

Financial Services
4.06K
New
$47.64 - $55.68 $194K - $226K
4.06K $211K
TAP
Molson Coors Beverage CO

Consumer Defensive
3.44K
New
$52.44 - $62.91 $180K - $216K
3.44K $209K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
246
+ 5.31%
$208.48 - $244.03 $51.3K - $60K
4.88K $1.19M
NEM
Newmont Corp

Basic Materials
1.29K
+ 9.84%
$37.79 - $48.39 $48.7K - $62.4K
14.4K $694K
TPR
Tapestry, Inc.

Consumer Cyclical
2.9K
New
$65.63 - $89.21 $190K - $259K
2.9K $204K
CHE
Chemed Corp

Healthcare
14
+ 0.61%
$521.84 - $615.32 $7.31K - $8.61K
2.29K $1.41M
OKE
Oneok Inc

Energy
2.27K
+ 11.09%
$89.57 - $109.85 $203K - $249K
22.7K $2.26M
EXC
Exelon Corp

Utilities
649
+ 3.21%
$37.3 - $46.08 $24.2K - $29.9K
20.9K $962K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.72K
New
$96.27 - $116.36 $166K - $200K
1.72K $200K
D
Dominion Energy, Inc

Utilities
688
+ 0.95%
$52.85 - $57.43 $36.4K - $39.5K
72.8K $4.08M
LXP
Lxp Industrial Trust

Real Estate
9.71K
+ 5.18%
$7.72 - $9.22 $75K - $89.5K
197K $1.7M
LNG
Cheniere Energy, Inc.

Energy
646
+ 33.75%
$209.32 - $253.66 $135K - $164K
2.56K $592K
BK
Bank Of New York Mellon Corp

Financial Services
1.14K
+ 9.89%
$75.42 - $88.95 $85.7K - $101K
12.6K $1.06M
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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