Independent Advisor Alliance Purchases in Q1 2025

Independent Advisor Alliance

  • $2.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FE
Firstenergy Corp

Utilities
135
+ 0.6%
$37.95 - $43.5 $5.12K - $5.87K
22.7K $919K
KULR
Kulr Technology Group, Inc.

Technology
13.7K
New
$1.13 - $3.47 $15.5K - $47.5K
13.7K $18K
HUMA
Humacyte, Inc.

Healthcare
10.5K
New
$1.71 - $5.18 $17.9K - $54.3K
10.5K $17K
IBKR
Interactive Brokers Group, Inc.

Financial Services
192
+ 13.0%
$161.03 - $235.53 $30.9K - $45.2K
1.67K $276K
PLUG
Plug Power Inc

Industrials
10.5K
New
$1.34 - $3.15 $14.1K - $33.2K
10.5K $14K
NOK
Nokia Corp

Technology
381
+ 2.7%
$4.43 - $5.42 $1.69K - $2.07K
14.5K $76K
WBD
Warner Bros. Discovery, Inc.

Communication Services
851
+ 4.65%
$9.47 - $11.46 $8.06K - $9.75K
19.2K $205K
DGX
Quest Diagnostics Inc

Healthcare
81
+ 1.84%
N/A
4.5K $616K
CMPX
Compass Therapeutics, Inc.

Healthcare
502
+ 2.8%
$1.4 - $3.9 $703 - $1.96K
18.5K $35K
CRDL
Cardiol Therapeutics Inc.

Healthcare
10K
New
$0.96 - $1.46 $9.6K - $14.6K
10K $9K
LUV
Southwest Airlines CO

Industrials
197
+ 1.53%
$28.18 - $34.84 $5.55K - $6.86K
13.1K $438K
CTSH
Cognizant Technology Solutions Corp

Technology
90
+ 2.11%
$75.32 - $90.7 $6.78K - $8.16K
4.35K $333K
CAG
Conagra Brands Inc.

Consumer Defensive
539
+ 6.13%
$23.9 - $27.67 $12.9K - $14.9K
9.33K $248K
JXN
Jackson Financial Inc.

Financial Services
525
+ 4.47%
$79.36 - $97.88 $41.7K - $51.4K
12.3K $1.03M
FCX
Freeport Mcmoran Inc

Basic Materials
252
+ 1.3%
$34.5 - $43.01 $8.69K - $10.8K
19.7K $744K
TKR
Timken CO

Industrials
54
+ 1.82%
$69.85 - $83.79 $3.77K - $4.52K
3.03K $217K
PBRA
Petroleo Bras Ads (Ea Reptg 2
97
+ 0.47%
N/A
20.8K $273K
TTE
Total Energies Se

Energy
35
+ 0.31%
N/A
11.3K $776K
OPEN
Opendoor Technologies Inc.

Real Estate
20K
+ 60.47%
$1.02 - $1.72 $20.4K - $34.4K
53.1K $54K
MDU
Mdu Resources Group Inc

Industrials
753
+ 7.12%
$16.45 - $18.61 $12.4K - $14K
11.3K $191K
NDAQ
Nasdaq, Inc.

Financial Services
90
+ 2.01%
$72.17 - $83.76 $6.5K - $7.54K
4.58K $347K
CLMB
Climb Global Solutions Inc Com
11.6K
New
N/A
11.6K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
7.65K
+ 13.02%
N/A
66.4K $0
Super Micro Computer Inc
11.4K
+ 5.96%
N/A
203K $0
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
2.71K
+ 3.83%
$9.75 - $10.52 $26.4K - $28.5K
73.5K $716K
Nexxen Intl LTD
19.1K
New
N/A
19.1K $0
Spdr Ser Tr
12K
New
N/A
12K $0
FTGS
First Tr Exchange Traded Fd Gr
238K
New
N/A
238K $0
APP
App Lovin Corp

Technology
356
+ 22.25%
$238.08 - $510.13 $84.8K - $182K
1.96K $518K
Lam Research Corp
5.32K
+ 14.81%
N/A
41.3K $0
Cava Group Inc
2.07K
+ 5.98%
N/A
36.8K $0
Celestica Inc
5.7K
+ 19.25%
N/A
35.3K $0
Landbridge Company LLC
1.31K
+ 25.64%
N/A
6.4K $0
Core Natural Resources Inc
11K
New
N/A
11K $0
Faraday Future Intlgt Elec I
10.7K
New
N/A
10.7K $0
LCID
Lucid Group, Inc.

Consumer Cyclical
3.31K
+ 24.16%
$2.03 - $3.48 $6.72K - $11.5K
17K $41K
Blackrock Inc
136
+ 3.9%
N/A
3.62K $0
MPWR
Monolithic Power Systems Inc

Technology
12
+ 2.2%
$565.7 - $720.25 $6.79K - $8.64K
558 $323K
BFB
Brown Forman Corp Cl B
1.46K
+ 9.43%
N/A
17K $0
Knife River Corp
217
+ 8.35%
N/A
2.82K $0
Ge Vernova Inc
1.03K
+ 12.34%
N/A
9.34K $0
Ge Healthcare Technologies I
533
+ 6.76%
N/A
8.42K $0
Sezzle Inc
42.8K
+ 584.51%
N/A
50.1K $0
Annaly Capital Management In
4.13K
+ 13.19%
N/A
35.5K $0
Hesai Group
195K
New
N/A
195K $0
SON
Sonoco Products CO

Consumer Cyclical
196
+ 2.98%
$44.71 - $49.22 $8.76K - $9.65K
6.78K $320K
EW
Edwards Lifesciences Corp

Healthcare
90
+ 1.78%
$67.95 - $76.19 $6.12K - $6.86K
5.14K $372K
SLI
Standard Lithium Ltd.

Basic Materials
1K
+ 9.58%
$1.2 - $1.7 $1.2K - $1.7K
11.4K $14K
DTM
Dt Midstream, Inc.

Energy
117
+ 2.55%
$86.95 - $113.75 $10.2K - $13.3K
4.71K $454K
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
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