Independent Advisor Alliance Incresed Positions in Q3 2025

Independent Advisor Alliance

  • $3.71 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
38.9K
+ 2.17%
$153.3 - $186.58 $5.97M - $7.27M
1.83M $342M
GOOG
Alphabet Inc.

Communication Services
13.6K
+ 5.05%
$175.16 - $255.24 $2.38M - $3.46M
282K $68.8M
GOOGL
Alphabet Inc.

Communication Services
3.48K
+ 1.26%
$174.36 - $254.72 $606K - $886K
280K $68M
GLD
Spdr Gold Trust

ETFs
27.5K
+ 25.31%
$300.96 - $355.47 $8.29M - $9.79M
136K $48.5M
MSFT
Microsoft Corp

Technology
15.3K
+ 4.85%
$491.09 - $535.64 $7.5M - $8.18M
330K $171M
AVGO
Broadcom Inc.

Technology
6.28K
+ 3.07%
$264.74 - $369.57 $1.66M - $2.32M
211K $69.6M
ORCL
Oracle Corp

Technology
10.8K
+ 17.19%
$218.96 - $328.33 $2.36M - $3.54M
73.5K $20.7M
AMD
Advanced Micro Devices Inc

Technology
545
+ 0.18%
$134.8 - $184.42 $73.5K - $101K
296K $47.9M
ABBV
Abb Vie Inc.

Healthcare
2.97K
+ 2.6%
$184.85 - $231.54 $548K - $687K
117K $27.1M
JPM
Jpmorgan Chase & CO

Financial Services
3.63K
+ 2.09%
$282.78 - $316.06 $1.03M - $1.15M
177K $55.9M
JNJ
Johnson & Johnson

Healthcare
6.6K
+ 7.03%
$155.17 - $185.42 $1.02M - $1.22M
100K $18.6M
IAU
Ishares Gold Trust

ETFs
53.4K
+ 228.74%
$61.62 - $72.77 $3.29M - $3.88M
76.7K $5.58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.08K
+ 3.36%
$459.11 - $506.91 $1.87M - $2.07M
125K $63M
RTX
Raytheon Technologies Corp

Industrials
15.8K
+ 34.6%
$144.19 - $167.33 $2.27M - $2.64M
61.3K $10.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
36K
+ 104.7%
$85.01 - $90.35 $3.06M - $3.26M
70.4K $6.3M
UNH
Unitedhealth Group Inc

Healthcare
7.03K
+ 28.16%
$237.77 - $353.61 $1.67M - $2.48M
32K $11M
IVV
Ishares Core S&P 500 ETF

ETFs
2.59K
+ 10.02%
$620.67 - $670.08 $1.61M - $1.74M
28.5K $19M
SLV
I Shares Silver Trust

ETFs
42.6K
+ 42.09%
$32.73 - $42.5 $1.39M - $1.81M
144K $6.1M
URI
United Rentals, Inc.

Industrials
947
+ 11.6%
$774.14 - $975.23 $733K - $924K
9.11K $8.7M
ASML
Asml Holding Nv

Technology
1.63K
+ 32.23%
$689.63 - $968.09 $1.12M - $1.58M
6.69K $6.48M
SO
Southern CO

Utilities
21.3K
+ 17.16%
$90.83 - $96.0 $1.93M - $2.04M
145K $13.8M
LOW
Lowes Companies Inc

Consumer Cyclical
2.93K
+ 5.48%
$215.01 - $273.02 $629K - $799K
56.3K $14.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.8K
+ 30.65%
$617.65 - $666.84 $1.73M - $1.87M
11.9K $7.95M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.84K
+ 5.47%
$224.68 - $282.71 $413K - $519K
35.4K $9.9M
WMT
Walmart Inc.

Consumer Defensive
5.34K
+ 1.64%
$94.4 - $104.27 $504K - $557K
332K $34.2M
MDT
Medtronic PLC

Healthcare
19.3K
+ 40.46%
$87.67 - $95.74 $1.69M - $1.85M
67.1K $6.39M
TFC
Truist Financial Corp

Financial Services
29.2K
+ 9.73%
$42.83 - $47.07 $1.25M - $1.37M
329K $15M
EBAY
Ebay Inc

Consumer Cyclical
21.3K
+ 407.85%
$75.33 - $100.77 $1.6M - $2.14M
26.5K $2.41M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.8K
+ 6.38%
$72.65 - $78.68 $856K - $927K
196K $15.4M
ARGX
Argenx Se

Healthcare
618
+ 7.74%
$538.64 - $768.0 $333K - $475K
8.6K $6.35M
ADI
Analog Devices Inc

Technology
6.73K
+ 32.96%
$220.68 - $255.63 $1.48M - $1.72M
27.1K $6.67M
GPN
Global Payments Inc

Industrials
21.3K
+ 260.5%
$77.61 - $90.01 $1.65M - $1.92M
29.4K $2.45M
FIX
Comfort Systems Usa Inc

Industrials
110
+ 1.88%
$521.66 - $825.18 $57.4K - $90.8K
5.97K $4.93M
HOOD
Robinhood Markets, Inc.

Technology
1.48K
+ 4.96%
$91.27 - $143.18 $135K - $211K
31.2K $4.47M
ELAN
Elanco Animal Health Inc

Healthcare
76.9K
+ 364.46%
$13.68 - $20.14 $1.05M - $1.55M
98K $1.97M
FNV
Franco Nevada Corp

Basic Materials
2.2K
+ 11.19%
$154.4 - $222.91 $339K - $490K
21.8K $4.87M
MPC
Marathon Petroleum Corp

Energy
7.6K
+ 111.58%
$158.59 - $198.69 $1.21M - $1.51M
14.4K $2.78M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.99K
+ 30.8%
$225.11 - $247.9 $1.12M - $1.24M
21.2K $5.23M
APP
App Lovin Corp

Technology
486
+ 15.54%
$335.1 - $718.54 $163K - $349K
3.61K $2.6M
FIS
Fidelity National Information Services, Inc.

Technology
25.6K
+ 177.8%
$63.37 - $82.35 $1.62M - $2.11M
40K $2.64M
AVUV
American Centy ETF Tr Avantis

ETFs
11.2K
+ 32.43%
$90.37 - $102.12 $1.02M - $1.15M
45.9K $4.57M
FAST
Fastenal CO

Industrials
21.7K
+ 47.84%
$42.47 - $50.39 $922K - $1.09M
67.1K $3.29M
C
Citigroup Inc

Financial Services
289
+ 0.35%
$85.57 - $103.49 $24.7K - $29.9K
82.5K $8.37M
AEP
American Electric Power CO Inc

Utilities
9.19K
+ 25.31%
$103.26 - $115.0 $949K - $1.06M
45.5K $5.12M
META
Meta Platforms, Inc.

Communication Services
2.29K
+ 2.57%
$695.21 - $791.73 $1.59M - $1.81M
91.2K $67M
HSY
Hershey CO

Consumer Defensive
2.57K
+ 6.44%
$161.95 - $193.45 $417K - $498K
42.5K $7.96M
AGX
Argan Inc

Industrials
408
+ 1.67%
$202.53 - $271.07 $82.6K - $111K
24.8K $6.71M
MRK
Merck & Co., Inc.

Healthcare
11.3K
+ 14.66%
$77.6 - $87.37 $876K - $986K
88.3K $7.41M
LDOS
Leidos Holdings, Inc.

Technology
6.72K
+ 520.28%
$159.2 - $188.96 $1.07M - $1.27M
8.01K $1.51M
Activity Summary
Buys All Purchases 583 New Holdings 108 Increased Positions 475 Sells All Sells 323 Reductions 323 Sold out 0 Options Calls 0 Puts 0
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