Independent Advisor Alliance Incresed Positions in Q1 2025

Independent Advisor Alliance

  • $2.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.93K
+ 4.22%
$442.66 - $534.52 $1.74M - $2.1M
97.1K $51.7M
GLD
Spdr Gold Trust

ETFs
13.8K
+ 15.58%
$243.19 - $288.14 $3.37M - $3.99M
103K $29.6M
IBM
International Business Machines Corp

Technology
11K
+ 18.25%
$217.4 - $264.74 $2.39M - $2.91M
71.3K $17.7M
GRMN
Garmin LTD

Technology
19.2K
+ 856.28%
$204.55 - $241.93 $3.93M - $4.65M
21.5K $4.66M
PLTR
Palantir Technologies Inc.

Technology
40.2K
+ 71.12%
$64.98 - $124.62 $2.61M - $5.01M
96.7K $8.16M
V
Visa Inc.

Financial Services
3.35K
+ 4.29%
$306.92 - $362.71 $1.03M - $1.22M
81.4K $28.5M
PM
Philip Morris International Inc.

Consumer Defensive
3.78K
+ 4.94%
$117.15 - $158.79 $443K - $600K
80.3K $12.8M
T
At&T Inc.

Communication Services
77.6K
+ 36.19%
$21.56 - $28.28 $1.67M - $2.2M
292K $8.26M
NFLX
Netflix Inc

Communication Services
2.27K
+ 9.28%
$828.4 - $1058.6 $1.88M - $2.4M
26.7K $24.9M
TMUS
T Mobile Us, Inc.

Communication Services
3.46K
+ 7.97%
$211.3 - $272.83 $732K - $945K
46.9K $12.5M
JNJ
Johnson & Johnson

Healthcare
2.55K
+ 2.73%
$142.06 - $167.7 $362K - $427K
96K $15.9M
PGR
Progressive Corp

Financial Services
3.06K
+ 11.04%
$235.61 - $291.22 $722K - $892K
30.8K $8.72M
DUK
Duke Energy Corp

Utilities
1.19K
+ 0.89%
$105.87 - $121.97 $126K - $145K
135K $16.5M
JPM
Jpmorgan Chase & CO

Financial Services
3.93K
+ 2.17%
$225.19 - $279.95 $886K - $1.1M
185K $45.5M
AMGN
Amgen Inc

Healthcare
1.27K
+ 4.19%
$258.59 - $327.36 $328K - $415K
31.5K $9.83M
VZ
Verizon Communications Inc

Communication Services
10.6K
+ 5.38%
$37.81 - $46.49 $402K - $495K
209K $9.46M
MA
Mastercard Inc

Financial Services
1.63K
+ 6.0%
$504.67 - $576.31 $823K - $939K
28.8K $15.8M
SPOT
Spotify Technology S.A.

Communication Services
728
+ 7.36%
$457.79 - $648.32 $333K - $472K
10.6K $5.84M
MSTR
Microstrategy Inc

Technology
5.12K
+ 9.67%
$239.27 - $396.5 $1.23M - $2.03M
58.1K $16.8M
DE
Deere & CO

Industrials
1.85K
+ 18.24%
$408.57 - $509.27 $755K - $941K
12K $5.62M
EMN
Eastman Chemical CO

Basic Materials
14.4K
+ 571.71%
$87.05 - $103.47 $1.26M - $1.49M
17K $1.5M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
6.7K
+ 106.85%
$203.38 - $274.79 $1.36M - $1.84M
13K $2.66M
GE
General Electric CO

Industrials
741
+ 2.66%
$168.59 - $212.13 $125K - $157K
28.6K $5.73M
HWM
Howmet Aerospace Inc.

Industrials
4.14K
+ 16.58%
$110.79 - $139.39 $458K - $577K
29.1K $3.77M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
4.52K
+ 53.05%
$80.53 - $147.57 $364K - $667K
13K $1.72M
AEP
American Electric Power CO Inc

Utilities
2.88K
+ 8.11%
$90.32 - $109.27 $260K - $314K
38.3K $4.19M
INTC
Intel Corp

Technology
30.8K
+ 38.46%
$19.1 - $27.39 $588K - $844K
111K $2.52M
GILD
Gilead Sciences, Inc.

Healthcare
2.31K
+ 7.18%
$89.14 - $117.41 $206K - $271K
34.4K $3.86M
BHF
Brighthouse Financial, Inc.

Financial Services
5.01K
+ 8.66%
$45.74 - $62.97 $229K - $315K
62.8K $3.64M
WRB
Berkley W R Corp

Financial Services
205
+ 0.31%
$56.7 - $71.27 $11.6K - $14.6K
65.3K $4.65M
TRGP
Targa Resources Corp.

Energy
1.95K
+ 11.19%
$178.44 - $217.22 $349K - $424K
19.4K $3.89M
PNC
Pnc Financial Services Group, Inc.

Financial Services
5.91K
+ 33.31%
$168.84 - $202.89 $998K - $1.2M
23.6K $4.16M
ED
Consolidated Edison Inc

Utilities
1.26K
+ 4.68%
$88.0 - $110.59 $111K - $139K
28.2K $3.11M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.51K
+ 8.07%
$132.75 - $177.12 $200K - $267K
20.2K $3.08M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
20
+ 0.75%
$1187.71 - $1432.58 $23.8K - $28.7K
2.7K $3.87M
VFC
V F Corp

Consumer Cyclical
71.1K
+ 101.57%
$15.52 - $26.93 $1.1M - $1.91M
141K $2.19M
SBUX
Starbucks Corp

Consumer Cyclical
5.25K
+ 21.37%
$91.75 - $115.81 $481K - $608K
29.8K $2.92M
PSX
Phillips 66

Energy
3.08K
+ 11.1%
$113.93 - $131.55 $351K - $405K
30.8K $3.81M
UBER
Uber Technologies, Inc

Technology
1.66K
+ 3.99%
$63.17 - $81.49 $105K - $135K
43.2K $3.15M
MMM
3 M CO

Industrials
1.18K
+ 4.51%
$129.7 - $155.12 $153K - $183K
27.4K $4.02M
SPG
Simon Property Group Inc

Real Estate
6.34K
+ 9.12%
$159.48 - $187.78 $1.01M - $1.19M
75.8K $12.6M
BMY
Bristol Myers Squibb CO

Healthcare
5.02K
+ 7.07%
$53.9 - $63.11 $271K - $317K
76.1K $4.64M
UAL
United Airlines Holdings, Inc.

Industrials
20.2K
+ 71.66%
$69.05 - $110.52 $1.39M - $2.23M
48.3K $3.34M
KMI
Kinder Morgan, Inc.

Energy
16.6K
+ 15.68%
$26.1 - $31.22 $434K - $519K
123K $3.5M
CEG
Constellation Energy Corp

Utilities
3.69K
+ 48.54%
$201.63 - $347.44 $745K - $1.28M
11.3K $2.28M
CME
Cme Group Inc.

Financial Services
940
+ 10.65%
$225.82 - $266.54 $212K - $251K
9.77K $2.59M
ENB
Enbridge Inc

Energy
8.35K
+ 9.33%
$41.54 - $45.45 $347K - $379K
97.8K $4.33M
SCHW
Schwab Charles Corp

Financial Services
4.75K
+ 13.84%
$71.24 - $83.64 $339K - $398K
39.1K $3.06M
SE
Sea LTD

Consumer Cyclical
1.88K
+ 17.01%
$104.87 - $146.31 $197K - $275K
12.9K $1.69M
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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