Independent Advisor Alliance Purchases in Q1 2025

Independent Advisor Alliance

  • $2.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ROST
Ross Stores, Inc.

Consumer Cyclical
89
+ 1.64%
$123.3 - $154.95 $11K - $13.8K
5.51K $703K
CHDN
Churchill Downs Inc

Consumer Cyclical
85
+ 1.5%
$106.5 - $132.91 $9.05K - $11.3K
5.77K $640K
LMT
Lockheed Martin Corp

Industrials
1.62K
+ 7.35%
$423.19 - $506.29 $686K - $820K
23.7K $10.6M
SSB
South State Corp

Financial Services
472
+ 1.69%
$89.4 - $108.33 $42.2K - $51.1K
28.4K $2.63M
EME
Emcor Group, Inc.

Industrials
805
+ 15.08%
$361.16 - $535.99 $291K - $431K
6.14K $2.27M
TMO
Thermo Fisher Scientific Inc.

Healthcare
107
+ 1.08%
$497.6 - $606.74 $53.2K - $64.9K
10K $5M
SYF
Synchrony Financial

Financial Services
4
+ 0.03%
$51.9 - $70.63 $208 - $283
14.4K $763K
USB
Us Bancorp \De\

Financial Services
4.63K
+ 6.97%
$40.92 - $50.9 $190K - $236K
71.1K $3M
AMP
Ameriprise Financial Inc

Financial Services
130
+ 2.53%
$472.29 - $575.13 $61.4K - $74.8K
5.27K $2.55M
ONON
On Holding Ag

Consumer Cyclical
781
+ 3.74%
$43.92 - $63.62 $34.3K - $49.7K
21.6K $950K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.92K
+ 2.28%
$16.57 - $18.85 $65K - $73.9K
176K $2.93M
IONQ
Ion Q, Inc.

Technology
1.65K
+ 12.37%
$18.27 - $51.07 $30.1K - $84.1K
15K $330K
ISRG
Intuitive Surgical Inc

Healthcare
144
+ 1.21%
$476.63 - $610.45 $68.6K - $87.9K
12.1K $5.99M
AFRM
Affirm Holdings, Inc.

Technology
657
+ 3.65%
$43.7 - $80.98 $28.7K - $53.2K
18.7K $844K
VST
Vistra Corp.

Utilities
7.84K
+ 13.42%
$108.49 - $191.89 $851K - $1.51M
66.3K $7.79M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
50
+ 1.68%
$283.06 - $421.16 $14.2K - $21.1K
3.02K $854K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.11%
$4295.4 - $5141.88 $4.3K - $5.14K
921 $4.24M
ORCL
Oracle Corp

Technology
7.52K
+ 14.47%
$139.81 - $186.47 $1.05M - $1.4M
59.5K $8.32M
BWXT
Bwx Technologies, Inc.

Industrials
3
+ 0.01%
$96.59 - $128.46 $290 - $385
28.2K $2.78M
DIS
Walt Disney CO

Communication Services
3.61K
+ 6.34%
$96.87 - $114.0 $349K - $411K
60.5K $5.97M
LOW
Lowes Companies Inc

Consumer Cyclical
1.64K
+ 2.96%
$222.66 - $268.42 $364K - $439K
57K $13.3M
NKE
Nike, Inc.

Consumer Cyclical
2K
+ 4.84%
$63.29 - $81.72 $127K - $164K
43.4K $2.75M
PANW
Palo Alto Networks Inc

Technology
530
+ 1.22%
$167.82 - $208.28 $88.9K - $110K
43.8K $7.48M
XPO
Xpo Logistics, Inc.

Industrials
410
+ 2.17%
$106.12 - $148.16 $43.5K - $60.7K
19.3K $2.07M
TROW
Price T Rowe Group Inc

Financial Services
1.2K
+ 4.91%
$91.57 - $116.93 $110K - $140K
25.6K $2.35M
KKR
Kkr & Co. Inc.

Financial Services
568
+ 3.56%
$108.17 - $167.07 $61.4K - $94.9K
16.5K $1.91M
COIN
Coinbase Global, Inc.

Technology
516
+ 6.89%
$172.23 - $301.3 $88.9K - $155K
8K $1.38M
TFC
Truist Financial Corp

Financial Services
4.15K
+ 1.36%
$39.48 - $48.15 $164K - $200K
309K $12.7M
URI
United Rentals, Inc.

Industrials
96
+ 1.16%
$594.17 - $789.56 $57K - $75.8K
8.35K $5.23M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.02K
+ 3.81%
$165.25 - $224.62 $169K - $229K
27.8K $4.62M
POWL
Powell Industries Inc

Industrials
1.96K
+ 9.75%
$155.56 - $311.38 $304K - $609K
22K $3.75M
TGT
Target Corp

Consumer Defensive
1.3K
+ 4.13%
$103.65 - $142.5 $135K - $185K
32.7K $3.41M
NOW
Service Now, Inc.

Technology
1.28K
+ 15.52%
$783.83 - $1170.39 $999K - $1.49M
9.49K $7.56M
CRM
Salesforce, Inc.

Technology
541
+ 1.25%
$268.36 - $359.95 $145K - $195K
43.9K $11.8M
GOOG
Alphabet Inc.

Communication Services
2.65K
+ 1.01%
$156.06 - $207.71 $414K - $551K
266K $41.5M
ABCB
Ameris Bancorp

Financial Services
6
+ 0.0%
$55.56 - $68.47 $333 - $411
2.49M $143M
AMZN
Amazon Com Inc

Consumer Cyclical
3.08K
+ 0.52%
$190.26 - $242.06 $585K - $745K
595K $113M
AAPL
Apple Inc.

Technology
8.26K
+ 0.87%
$209.68 - $247.1 $1.73M - $2.04M
960K $213M
NVDA
Nvidia Corp

Technology
112K
+ 7.07%
$106.98 - $149.43 $12M - $16.7M
1.69M $183M
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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