Independent Advisor Alliance Incresed Positions in Q2 2025

Independent Advisor Alliance

  • $3.36 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
26.2K
+ 178.81%
$48.13 - $49.85 $1.26M - $1.31M
40.9K $2.01M
APH
Amphenol Corp

Technology
10.3K
+ 144.01%
$59.09 - $98.75 $611K - $1.02M
17.5K $1.73M
EFA
Ishares Tr Msci Eafe ETF

ETFs
13.2K
+ 222.57%
$72.96 - $90.39 $961K - $1.19M
19.1K $1.71M
JBL
Jabil Inc

Technology
4.33K
+ 139.1%
$116.88 - $218.1 $506K - $945K
7.45K $1.62M
AMAT
Applied Materials Inc

Technology
1.87K
+ 8.29%
$126.95 - $183.52 $238K - $344K
24.5K $4.48M
BKNG
Booking Holdings Inc.

Consumer Cyclical
18
+ 1.95%
$4164.15 - $5789.24 $75K - $104K
939 $5.44M
AXON
Axon Enterprise, Inc.

Industrials
202
+ 6.17%
$497.13 - $827.94 $100K - $167K
3.47K $2.88M
CSCO
Cisco Systems, Inc.

Technology
4.79K
+ 4.56%
$53.19 - $69.38 $255K - $332K
110K $7.62M
ASML
Asml Holding Nv

Technology
642
+ 14.53%
$595.37 - $815.24 $382K - $523K
5.06K $4.06M
RSG
Republic Services, Inc.

Industrials
3.97K
+ 50.36%
$227.2 - $258.07 $903K - $1.03M
11.9K $2.93M
LMT
Lockheed Martin Corp

Industrials
1.29K
+ 5.43%
$430.82 - $486.45 $554K - $625K
24.9K $11.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
4.59K
+ 47.07%
$151.62 - $183.47 $695K - $841K
14.3K $2.63M
AVUV
American Centy ETF Tr Avantis

ETFs
8.75K
+ 33.77%
$75.17 - $91.21 $657K - $798K
34.6K $3.16M
JXN
Jackson Financial Inc.

Financial Services
9.32K
+ 76.02%
$70.35 - $89.5 $656K - $834K
21.6K $1.92M
MNST
Monster Beverage Corp

Consumer Defensive
13.5K
+ 277.28%
$55.01 - $64.24 $743K - $867K
18.4K $1.15M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15.1K
+ 25.76%
$34.72 - $42.74 $526K - $647K
73.9K $3.16M
COF
Capital One Financial Corp

Financial Services
2.41K
+ 24.96%
$150.57 - $212.76 $363K - $513K
12.1K $2.57M
GWRE
Guidewire Software, Inc.

Technology
108
+ 0.66%
$172.73 - $257.37 $18.7K - $27.8K
16.5K $3.9M
TGT
Target Corp

Consumer Defensive
10.2K
+ 31.05%
$88.76 - $105.77 $902K - $1.07M
42.9K $4.23M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.62K
+ 8.92%
$57.41 - $74.81 $265K - $346K
56.5K $4.2M
VGT
Vanguard Information Technolog

ETFs
1.05K
+ 112.77%
$470.37 - $663.28 $494K - $697K
1.98K $1.32M
SPYG
Spdr Portfolio

ETFs
5.54K
+ 29.49%
$71.83 - $95.32 $398K - $528K
24.3K $2.32M
RTX
Raytheon Technologies Corp

Industrials
801
+ 1.79%
$113.75 - $148.48 $91.1K - $119K
45.5K $6.65M
BA
Boeing CO

Industrials
38
+ 0.22%
$136.59 - $217.51 $5.19K - $8.27K
17.5K $3.66M
MRVL
Marvell Technology, Inc.

Technology
4.63K
+ 22.91%
$49.38 - $79.97 $229K - $370K
24.8K $1.92M
CCL
Carnival Corp

Consumer Cyclical
1.22K
+ 1.69%
$16.43 - $28.12 $20.1K - $34.3K
73.4K $2.06M
TMC
Tmc The Metals CO Inc.

Basic Materials
55K
+ 95.38%
$1.62 - $7.49 $89.1K - $412K
113K $743K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
5.46K
+ 148.34%
$95.74 - $115.54 $523K - $631K
9.14K $1.04M
MCK
Mckesson Corp

Healthcare
649
+ 29.19%
$652.83 - $732.78 $424K - $476K
2.87K $2.1M
LYB
Lyondell Basell Industries N.V.

Basic Materials
13.1K
+ 102.25%
$53.23 - $70.65 $698K - $926K
25.9K $1.5M
APP
App Lovin Corp

Technology
1.17K
+ 59.87%
$219.37 - $417.89 $257K - $489K
3.13K $1.09M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10K
+ 62.29%
$51.14 - $57.0 $513K - $572K
26.2K $1.49M
CAH
Cardinal Health Inc

Healthcare
285
+ 1.69%
$125.0 - $168.0 $35.6K - $47.9K
17.2K $2.88M
FDL
First Tr Morningstar Dividend

ETFs
17.1K
+ 16.7%
$38.19 - $43.19 $653K - $738K
119K $5M
VB
Vanguard Small Cap ETF

ETFs
2.21K
+ 129.45%
$193.73 - $237.37 $428K - $525K
3.92K $928K
FIS
Fidelity National Information Services, Inc.

Technology
6.02K
+ 71.97%
$68.14 - $82.13 $410K - $495K
14.4K $1.17M
SPGI
S&P Global Inc.

Financial Services
605
+ 5.39%
$438.31 - $527.29 $265K - $319K
11.8K $6.24M
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.25%
$1794.73 - $2613.63 $3.59K - $5.23K
792 $2.07M
SNPS
Synopsys Inc

Technology
305
+ 6.93%
$380.9 - $517.66 $116K - $158K
4.71K $2.41M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.44K
+ 6.11%
$149.76 - $186.42 $216K - $269K
25.1K $4.68M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.98K
+ 22.4%
$82.17 - $99.96 $327K - $398K
21.7K $2.13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.26K
+ 37.65%
$39.89 - $49.46 $330K - $409K
30.2K $1.49M
RBLX
Roblox Corp

Communication Services
200
+ 1.99%
$51.22 - $105.59 $10.2K - $21.1K
10.3K $1.08M
SKOR
Flexshares Tr Credit Scored Us

ETFs
9.75K
+ 37.78%
$47.3 - $48.78 $461K - $476K
35.6K $1.73M
DLR
Digital Realty Trust, Inc.

Real Estate
1.56K
+ 23.17%
$136.11 - $177.69 $212K - $277K
8.29K $1.45M
AMP
Ameriprise Financial Inc

Financial Services
394
+ 7.48%
$422.19 - $533.73 $166K - $210K
5.66K $3.02M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
8.13K
+ 29.29%
$45.11 - $52.34 $367K - $426K
35.9K $1.88M
TTWO
Take Two Interactive Software Inc

Communication Services
1.09K
+ 19.61%
$194.58 - $243.05 $212K - $264K
6.64K $1.61M
FBT
First Trust Nyse Arca Biotechn

ETFs
4.15K
+ 17.24%
$145.67 - $165.99 $605K - $689K
28.2K $4.56M
Activity Summary
Buys All Purchases 530 New Holdings 124 Increased Positions 406 Sells All Sells 338 Reductions 338 Sold out 0 Options Calls 0 Puts 0
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