Independent Advisor Alliance Purchases in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KXI
Ishares Tr Global Consumer Sta

ETFs
25.4K
New
$60.15 - $65.39 $1.53M - $1.66M
25.4K $1.53M
IFRA
Ishares Tr

ETFs
33K
New
$45.94 - $51.71 $1.52M - $1.71M
33K $1.53M
IWN
Ishares Russell2000 Val ETF

ETFs
9.27K
New
$162.69 - $181.35 $1.51M - $1.68M
9.27K $1.52M
QWLD
Spdr Index Shs Fds

ETFs
12.2K
New
$123.39 - $130.49 $1.51M - $1.6M
12.2K $1.52M
FRI
First Tr S&P Reit Index Fd

ETFs
55.4K
New
$26.74 - $30.19 $1.48M - $1.67M
55.4K $1.52M
MA
Mastercard Inc

Financial Services
1.27K
+ 4.88%
$491.3 - $536.15 $621K - $678K
27.2K $14.3M
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
427K
New
$3.35 - $4.13 $1.43M - $1.76M
427K $1.52M
PFF
Ishares Trust Ishares Pfd And

ETFs
48.4K
+ 434.93%
$31.23 - $33.51 $1.51M - $1.62M
59.6K $1.87M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
12K
New
$121.89 - $135.52 $1.46M - $1.62M
12K $1.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
190
+ 26.03%
$4100.99 - $5300.34 $779K - $1.01M
920 $4.57M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
62.9K
New
N/A
62.9K $1.49M
LEN
Lennar Corp

Consumer Cyclical
11K
New
$136.2 - $188.96 $1.49M - $2.07M
11K $1.49M
STEW
Boulder Growth & Income Fund

Financial Services
91.3K
New
$15.33 - $16.73 $1.4M - $1.53M
91.3K $1.46M
ISRG
Intuitive Surgical Inc

Healthcare
2.23K
+ 22.9%
$471.27 - $550.62 $1.05M - $1.23M
11.9K $6.24M
BIBL
Northern Lts Fd Tr Iv

ETFs
37.5K
New
$38.73 - $42.41 $1.45M - $1.59M
37.5K $1.46M
OEF
Ishares S&P 100 ETF

ETFs
5.47K
New
N/A
5.47K $1.46M
AVDE
American Centy ETF Tr Avantis

ETFs
23.7K
New
$60.9 - $66.69 $1.44M - $1.58M
23.7K $1.45M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
20.5K
New
$70.1 - $76.53 $1.44M - $1.57M
20.5K $1.45M
IOO
Ishares Tr Global 100 ETF

ETFs
14.4K
New
$97.46 - $103.45 $1.4M - $1.49M
14.4K $1.45M
FSMD
Fidelity Covington Tr Small Mi

ETFs
35K
New
$40.75 - $44.85 $1.43M - $1.57M
35K $1.44M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
50.2K
New
$28.56 - $30.02 $1.43M - $1.51M
50.2K $1.44M
BSJR
Invesco Indx Tr

ETFs
64.1K
New
$22.37 - $22.7 $1.43M - $1.45M
64.1K $1.44M
PM
Philip Morris International Inc.

Consumer Defensive
12.4K
+ 19.4%
$118.38 - $133.06 $1.47M - $1.65M
76.5K $9.21M
SKYY
First Trust Cloud Computing Et

ETFs
11.9K
New
$99.98 - $130.46 $1.19M - $1.55M
11.9K $1.41M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
23.7K
New
$56.81 - $61.22 $1.34M - $1.45M
23.7K $1.39M
LGOV
First Tr ETF Iv Long Duration

ETFs
66.8K
New
$20.75 - $22.49 $1.39M - $1.5M
66.8K $1.39M
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
83.2K
New
$16.5 - $17.41 $1.37M - $1.45M
83.2K $1.39M
SPE
Special Opportunities Fund, Inc.

Financial Services
94.3K
New
$13.91 - $15.53 $1.31M - $1.47M
94.3K $1.38M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
29.9K
New
$45.38 - $46.88 $1.36M - $1.4M
29.9K $1.37M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.1K
+ 69.77%
$1146.59 - $1270.6 $1.26M - $1.4M
2.68K $3.18M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
17.9K
New
$74.5 - $78.37 $1.33M - $1.4M
17.9K $1.33M
PYPL
Pay Pal Holdings, Inc.

Financial Services
11.9K
+ 28.27%
$77.25 - $91.3 $916K - $1.08M
53.8K $4.59M
SRE
Sempra Energy

Utilities
14.7K
+ 228.35%
$80.81 - $94.77 $1.19M - $1.39M
21.1K $1.86M
GS
Goldman Sachs Group Inc

Financial Services
1.54K
+ 28.17%
$486.1 - $608.57 $750K - $939K
7.02K $4.02M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
21.4K
New
$60.51 - $65.57 $1.3M - $1.41M
21.4K $1.3M
C
Citigroup Inc

Financial Services
10.7K
+ 15.24%
$61.31 - $72.5 $656K - $776K
81K $5.7M
VNQ
Vanguard Specialized Funds Van

ETFs
14.6K
New
$87.85 - $98.6 $1.28M - $1.43M
14.6K $1.3M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
27.8K
New
$45.85 - $49.28 $1.27M - $1.37M
27.8K $1.3M
ITA
Ishares Tr

ETFs
8.89K
New
$144.31 - $157.31 $1.28M - $1.4M
8.89K $1.29M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
26.2K
New
$48.96 - $52.85 $1.28M - $1.39M
26.2K $1.29M
DECK
Deckers Outdoor Corp

Consumer Cyclical
709
+ 2.71%
$152.04 - $211.12 $108K - $150K
26.9K $5.46M
DAL
Delta Air Lines, Inc.

Industrials
15K
+ 38.83%
$47.46 - $65.77 $712K - $987K
53.7K $3.25M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
13.4K
New
$94.54 - $104.98 $1.27M - $1.41M
13.4K $1.28M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
58.3K
New
$21.68 - $22.16 $1.26M - $1.29M
58.3K $1.26M
DVYE
Ishares Emerging Markets Divid

ETFs
48.4K
New
$25.42 - $29.74 $1.23M - $1.44M
48.4K $1.25M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
36K
New
$34.04 - $35.66 $1.22M - $1.28M
36K $1.24M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
14.1K
+ 468.77%
$86.65 - $94.9 $1.22M - $1.34M
17.1K $1.49M
HON
Honeywell International Inc

Industrials
1.81K
+ 4.31%
$202.84 - $236.0 $367K - $427K
43.8K $9.9M
INTF
Ishares Tr

ETFs
41.9K
New
$28.54 - $31.26 $1.2M - $1.31M
41.9K $1.2M
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
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