Independent Advisor Alliance Purchases in Q1 2025

Independent Advisor Alliance

  • $2.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGEE
Mge Energy Inc

Utilities
37
+ 0.59%
$85.7 - $94.18 $3.17K - $3.48K
6.29K $584K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
2.28K
+ 17.63%
$1.26 - $1.69 $2.88K - $3.86K
15.2K $19K
MUSA
Murphy Usa Inc.

Consumer Cyclical
23
+ 4.94%
$435.02 - $515.95 $10K - $11.9K
489 $229K
MLI
Mueller Industries Inc

Industrials
25
+ 0.9%
$76.14 - $82.67 $1.9K - $2.07K
2.82K $214K
DXCM
Dexcom Inc

Healthcare
320
+ 10.21%
$67.74 - $90.75 $21.7K - $29K
3.46K $235K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
174
+ 1.51%
$10.61 - $16.49 $1.85K - $2.87K
11.7K $145K
HBAN
Huntington Bancshares Inc

Financial Services
6.8K
+ 7.83%
$14.28 - $17.39 $97.1K - $118K
93.7K $1.41M
BMO
Bank Of Montreal

Financial Services
32
+ 0.36%
$94.92 - $104.14 $3.04K - $3.33K
9K $859K
UUUU
Energy Fuels Inc

Energy
1K
+ 9.45%
$3.73 - $5.88 $3.74K - $5.9K
11.6K $43K
LHX
L3 Harris Technologies, Inc.

Industrials
50
+ 0.21%
$194.65 - $222.86 $9.73K - $11.1K
23.6K $4.94M
PETS
Petmed Express Inc

Healthcare
440
+ 2.03%
$3.95 - $5.51 $1.74K - $2.42K
22.1K $92K
FIS
Fidelity National Information Services, Inc.

Technology
470
+ 5.95%
$68.12 - $83.42 $32K - $39.2K
8.37K $625K
LAMR
Lamar Advertising CO

Real Estate
22
+ 1.0%
$110.65 - $132.9 $2.43K - $2.92K
2.23K $253K
RF
Regions Financial Corp

Financial Services
3.16K
+ 6.76%
$20.84 - $24.77 $65.9K - $78.3K
50K $1.09M
SLGN
Silgan Holdings Inc

Consumer Cyclical
266
+ 0.83%
$48.82 - $56.15 $13K - $14.9K
32.3K $1.65M
CARR
Carrier Global Corp

Industrials
564
+ 5.17%
$62.07 - $70.55 $35K - $39.8K
11.5K $728K
MET
Metlife Inc

Financial Services
314
+ 1.17%
$77.7 - $87.0 $24.4K - $27.3K
27.1K $2.18M
APH
Amphenol Corp

Technology
122
+ 1.73%
$61.62 - $78.55 $7.52K - $9.58K
7.18K $470K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
325
+ 0.56%
$12.85 - $14.13 $4.18K - $4.59K
58.1K $787K
NDSN
Nordson Corp

Industrials
4
+ 0.14%
$200.12 - $224.07 $800 - $896
2.9K $585K
IQV
Iqvia Holdings Inc.

Healthcare
72
+ 4.16%
$176.3 - $209.96 $12.7K - $15.1K
1.8K $317K
FHN
First Horizon Corp

Financial Services
920
+ 1.59%
$17.7 - $22.43 $16.3K - $20.6K
58.7K $1.14M
NBTB
Nbt Bancorp Inc

Financial Services
1
+ 0.02%
$42.51 - $49.14 $42.5 - $49.1
5K $214K
DOCU
Docusign, Inc.

Technology
228
+ 4.52%
$74.7 - $97.7 $17K - $22.3K
5.27K $428K
FLO
Flowers Foods Inc

Consumer Defensive
7
+ 0.04%
$18.05 - $20.78 $126 - $145
15.6K $295K
SPXC
Spx Corp

Industrials
11
+ 0.54%
$128.78 - $154.37 $1.42K - $1.7K
2.05K $264K
FITB
Fifth Third Bancorp

Financial Services
319
+ 2.14%
$37.48 - $44.96 $12K - $14.3K
15.3K $597K
OMF
One Main Holdings, Inc.

Financial Services
357
+ 2.21%
$45.35 - $58.06 $16.2K - $20.7K
16.5K $805K
CRSP
Crispr Therapeutics Ag

Healthcare
167
+ 2.15%
$34.03 - $53.02 $5.68K - $8.85K
7.95K $270K
TM
Toyota Motor Corp

Consumer Cyclical
113
+ 3.46%
$176.53 - $195.35 $19.9K - $22.1K
3.38K $596K
WMS
Advanced Drainage Systems, Inc.

Industrials
23
+ 0.39%
$105.29 - $126.99 $2.42K - $2.92K
6K $651K
VMC
Vulcan Materials CO

Basic Materials
21
+ 1.06%
$220.9 - $277.54 $4.64K - $5.83K
2K $465K
JOBY
Joby Aviation, Inc.

Industrials
432
+ 1.93%
$5.99 - $10.27 $2.59K - $4.44K
22.8K $137K
OCFC
Oceanfirst Financial Corp

Financial Services
41
+ 0.09%
$16.44 - $19.15 $674 - $785
45K $766K
GXO
Gxo Logistics, Inc.

Industrials
804
+ 4.34%
$36.31 - $46.18 $29.2K - $37.1K
19.3K $756K
FCCO
First Community Corp

Financial Services
4.02K
+ 4.07%
$21.71 - $27.55 $87.3K - $111K
103K $2.32M
UPST
Upstart Holdings, Inc.

Financial Services
483
+ 9.77%
$46.03 - $88.77 $22.2K - $42.9K
5.43K $249K
DKNG
Draft Kings Inc.

Consumer Cyclical
674
+ 3.51%
$33.21 - $53.49 $22.4K - $36.1K
19.9K $659K
GS
Goldman Sachs Group Inc

Financial Services
233
+ 3.32%
$524.81 - $672.19 $122K - $157K
7.25K $3.96M
AXON
Axon Enterprise, Inc.

Industrials
266
+ 8.85%
$496.65 - $710.01 $132K - $189K
3.27K $1.72M
APO
Apollo Global Management, Inc.

Financial Services
136
+ 3.96%
$126.01 - $172.06 $17.1K - $23.4K
3.57K $489K
RLI
Rli Corp

Financial Services
17.8K
+ 99.44%
$71.75 - $163.21 $1.28M - $2.9M
35.6K $2.86M
STXS
Stereotaxis, Inc.

Healthcare
5.9K
+ 3.18%
$1.76 - $2.64 $10.4K - $15.6K
192K $337K
LEN
Lennar Corp

Consumer Cyclical
1.18K
+ 10.77%
$113.93 - $141.54 $134K - $167K
12.1K $1.39M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
392
+ 4.05%
$109.48 - $136.56 $42.9K - $53.5K
10.1K $1.1M
DHR
Danaher Corp

Healthcare
110
+ 2.08%
$201.62 - $250.59 $22.2K - $27.6K
5.39K $1.11M
GM
General Motors CO

Consumer Cyclical
351
+ 1.78%
$45.22 - $54.92 $15.9K - $19.3K
20.1K $942K
KRT
Karat Packaging Inc.

Consumer Cyclical
1.06K
+ 2.82%
$26.58 - $33.46 $28.1K - $35.4K
38.7K $1.03M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
88
+ 0.38%
$15.98 - $24.03 $1.41K - $2.11K
23.4K $378K
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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