Independent Advisor Alliance Incresed Positions in Q3 2024

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
4.6K
+ 4.87%
$191.76 - $263.26 $881K - $1.21M
99K $25.9M
GLD
Spdr Gold Trust

ETFs
14.6K
+ 19.35%
$215.56 - $246.98 $3.14M - $3.6M
90K $21.9M
VST
Vistra Corp.

Utilities
39.7K
+ 345.26%
$69.0 - $119.06 $2.74M - $4.73M
51.2K $6.07M
KO
Coca Cola CO

Consumer Defensive
3.7K
+ 0.7%
$62.69 - $73.01 $232K - $270K
535K $38.4M
AVGO
Broadcom Inc.

Technology
169K
+ 931.97%
$136.27 - $1745.86 $23.1M - $296M
188K $32.4M
ALL
Allstate Corp

Financial Services
14.2K
+ 227.39%
$158.43 - $192.86 $2.26M - $2.75M
20.5K $3.89M
ETN
Eaton Corp PLC

Industrials
7.2K
+ 26.99%
$272.52 - $333.02 $1.96M - $2.4M
33.9K $11.2M
LOW
Lowes Companies Inc

Consumer Cyclical
322
+ 0.6%
$213.3 - $270.78 $68.7K - $87.2K
53.8K $14.6M
MSTR
Microstrategy Inc

Technology
36.9K
+ 1234.66%
$114.3 - $1800.09 $4.22M - $66.4M
39.9K $6.73M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
31.3K
+ 27.55%
$60.84 - $67.51 $1.9M - $2.11M
145K $9.77M
RTX
Raytheon Technologies Corp

Industrials
13.9K
+ 38.47%
$99.55 - $123.34 $1.38M - $1.71M
49.9K $6.05M
CTAS
Cintas Corp

Industrials
57.8K
+ 301.65%
$201.38 - $819.83 $11.6M - $47.4M
76.9K $15.8M
VRT
Vertiv Holdings CO

Industrials
27.4K
+ 68.03%
$86.66 - $86.66 $2.38M - $2.38M
67.7K $5.87M
SO
Southern CO

Utilities
7.44K
+ 5.87%
$77.0 - $90.52 $573K - $674K
134K $12.1M
TFC
Truist Financial Corp

Financial Services
27.4K
+ 10.74%
$38.22 - $44.94 $1.05M - $1.23M
283K $12.1M
GLW
Corning Inc

Technology
43.3K
+ 342.54%
$37.76 - $46.2 $1.64M - $2M
56K $2.53M
WM
Waste Management Inc

Industrials
10.9K
+ 21.69%
$196.96 - $223.45 $2.15M - $2.44M
61.2K $12.7M
FVD
First Tr Value Line Divid Inde

ETFs
24.9K
+ 15.37%
$40.45 - $45.49 $1.01M - $1.13M
187K $8.49M
DUK
Duke Energy Corp

Utilities
1.02K
+ 0.88%
$99.35 - $117.71 $102K - $121K
118K $13.6M
PG
Procter & Gamble CO

Consumer Defensive
4.3K
+ 3.26%
$160.76 - $177.82 $691K - $765K
136K $23.6M
CB
Chubb LTD

Financial Services
1.91K
+ 5.32%
$252.51 - $292.2 $481K - $557K
37.7K $10.9M
URI
United Rentals, Inc.

Industrials
454
+ 5.57%
$627.41 - $814.1 $285K - $370K
8.6K $6.97M
SLV
I Shares Silver Trust

ETFs
51.7K
+ 88.64%
$24.33 - $29.38 $1.26M - $1.52M
110K $3.13M
MDT
Medtronic PLC

Healthcare
13.3K
+ 43.51%
$76.84 - $91.03 $1.02M - $1.21M
43.8K $3.95M
MMM
3 M CO

Industrials
7.14K
+ 43.83%
$99.69 - $139.42 $712K - $995K
23.4K $3.2M
EBAY
Ebay Inc

Consumer Cyclical
22.2K
+ 290.19%
$52.61 - $65.44 $1.17M - $1.45M
29.8K $1.94M
NOW
Service Now, Inc.

Technology
957
+ 16.47%
$730.87 - $937.36 $699K - $897K
6.77K $6.05M
PGR
Progressive Corp

Financial Services
1.25K
+ 5.05%
$209.46 - $259.24 $262K - $325K
26.1K $6.61M
GE
General Electric CO

Industrials
4.32K
+ 23.2%
$156.66 - $189.66 $677K - $819K
22.9K $4.33M
TMUS
T Mobile Us, Inc.

Communication Services
349
+ 0.92%
$175.14 - $206.36 $61.1K - $72K
38.3K $7.9M
CRM
Salesforce, Inc.

Technology
2.11K
+ 6.39%
$238.42 - $276.53 $502K - $583K
35.1K $9.61M
HPQ
Hp Inc

Technology
31.1K
+ 426.3%
$32.02 - $38.11 $995K - $1.18M
38.4K $1.38M
GD
General Dynamics Corp

Industrials
2.66K
+ 12.85%
$279.51 - $308.09 $744K - $820K
23.4K $7.06M
AMSWA
American Software Inc

Technology
15.1K
+ 3.55%
$8.94 - $11.51 $135K - $174K
442K $4.94M
GSBC
Great Southern Bancorp, Inc.

Financial Services
17.1K
+ 219.07%
$52.92 - $64.91 $903K - $1.11M
24.9K $1.41M
TMO
Thermo Fisher Scientific Inc.

Healthcare
246
+ 2.0%
$531.86 - $624.21 $131K - $154K
12.5K $7.75M
SPOT
Spotify Technology S.A.

Communication Services
2.29K
+ 120.37%
$290.16 - $384.01 $664K - $878K
4.19K $1.54M
ANET
Arista Networks, Inc.

Technology
29
+ 0.11%
$311.42 - $388.21 $9.03K - $11.3K
27.6K $10.6M
PFE
Pfizer Inc

Healthcare
23.8K
+ 11.28%
$27.7 - $31.39 $658K - $746K
234K $6.79M
D
Dominion Energy, Inc

Utilities
6.08K
+ 9.9%
$48.01 - $58.53 $292K - $356K
67.5K $3.9M
UNP
Union Pacific Corp

Industrials
911
+ 2.83%
$221.78 - $256.09 $202K - $233K
33.1K $8.14M
AMGN
Amgen Inc

Healthcare
1.78K
+ 6.77%
$309.38 - $337.38 $549K - $599K
28K $9.02M
NFLX
Netflix Inc

Communication Services
50
+ 0.23%
$598.55 - $722.26 $29.9K - $36.1K
22.2K $15.7M
EME
Emcor Group, Inc.

Industrials
1.05K
+ 24.96%
$340.22 - $435.6 $357K - $457K
5.25K $2.26M
AMD
Advanced Micro Devices Inc

Technology
454
+ 0.15%
$128.67 - $183.96 $58.4K - $83.5K
301K $49.5M
TGT
Target Corp

Consumer Defensive
2.42K
+ 7.36%
$133.47 - $159.25 $323K - $385K
35.2K $5.49M
PLD
Prologis, Inc.

Real Estate
3.69K
+ 32.47%
$111.95 - $132.43 $413K - $489K
15.1K $1.9M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.22K
+ 5.98%
$47.95 - $49.61 $394K - $408K
146K $7.2M
TPL
Texas Pacific Land Corp

Energy
50
+ 1.4%
$724.86 - $952.13 $36.2K - $47.6K
3.63K $3.21M
Activity Summary
Buys All Purchases 337 New Holdings 68 Increased Positions 269 Sells All Sells 335 Reductions 335 Sold out 0 Options Calls 0 Puts 0
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