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
PHM
Pultegroup Inc

Consumer Cyclical
2.62K
+ 47.39%
$103.95 - $144.98 $272K - $379K
8.13K $1.17M
TJX
Tjx Companies Inc

Consumer Cyclical
1.89K
+ 4.31%
$107.93 - $120.23 $204K - $227K
45.8K $5.38M
FXG
First Tr Exchange Traded First

ETFs
4.42K
+ 6.96%
$63.74 - $69.07 $282K - $305K
67.9K $4.64M
KR
Kroger CO

Consumer Defensive
5.77K
+ 20.37%
$50.43 - $57.3 $291K - $331K
34.1K $1.95M
PNC
Pnc Financial Services Group, Inc.

Financial Services
454
+ 2.93%
$156.14 - $187.2 $70.9K - $85K
16K $2.95M
BMY
Bristol Myers Squibb CO

Healthcare
1.65K
+ 3.75%
$39.66 - $51.75 $65.6K - $85.6K
45.7K $2.37M
ENB
Enbridge Inc

Energy
1.73K
+ 1.89%
$35.27 - $41.18 $60.8K - $71K
92.8K $3.77M
CAH
Cardinal Health Inc

Healthcare
3.26K
+ 25.97%
$93.74 - $114.66 $306K - $374K
15.8K $1.75M
FDL
First Tr Morningstar Dividend

ETFs
3.28K
+ 3.63%
$37.66 - $42.06 $123K - $138K
93.7K $3.93M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.87K
+ 13.66%
$147.95 - $191.05 $424K - $547K
23.8K $4.14M
DHI
Horton D R Inc

Consumer Cyclical
1.33K
+ 30.31%
$135.21 - $197.06 $180K - $262K
5.71K $1.09M
BHF
Brighthouse Financial, Inc.

Financial Services
8.43K
+ 17.67%
$40.78 - $50.66 $344K - $427K
56.1K $2.53M
FCCO
First Community Corp

Financial Services
690
+ 0.66%
$16.15 - $23.19 $11.1K - $16K
106K $2.27M
TTD
Trade Desk, Inc.

Technology
27
+ 0.07%
$83.08 - $110.79 $2.24K - $2.99K
37.4K $4.1M
USB
Us Bancorp \De\

Financial Services
2.48K
+ 4.56%
$39.04 - $47.23 $96.6K - $117K
56.8K $2.6M
BMO
Bank Of Montreal

Financial Services
4.38K
+ 111.35%
$79.1 - $90.77 $347K - $398K
8.32K $750K
PLTR
Palantir Technologies Inc.

Technology
2.66K
+ 9.87%
$24.09 - $37.95 $64.1K - $101K
29.6K $1.1M
BAC
Bank Of America Corp

Financial Services
11K
+ 5.22%
$36.65 - $44.13 $402K - $484K
221K $8.77M
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.0%
$196.56 - $218.55 $197 - $219
22.8K $4.91M
HRL
Hormel Foods Corp

Consumer Defensive
11.6K
+ 39.6%
$30.04 - $33.14 $349K - $385K
40.9K $1.3M
FTNT
Fortinet, Inc.

Technology
1.09K
+ 5.91%
$55.39 - $77.55 $60.2K - $84.3K
19.5K $1.51M
TT
Trane Technologies PLC

Industrials
239
+ 4.68%
$314.21 - $388.71 $75.1K - $92.9K
5.34K $2.08M
ETR
Entergy Corp

Utilities
373
+ 2.68%
$104.75 - $131.61 $39.1K - $49.1K
14.3K $1.88M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.22K
+ 32.91%
$94.31 - $103.26 $304K - $333K
13K $1.33M
GILD
Gilead Sciences, Inc.

Healthcare
270
+ 1.15%
$66.59 - $83.99 $18K - $22.7K
23.7K $1.99M
AVUV
American Centy ETF Tr Avantis

ETFs
2.64K
+ 13.78%
$88.24 - $99.7 $233K - $263K
21.8K $2.09M
SQ
Block, Inc.

Technology
5.23K
+ 70.86%
$57.21 - $72.07 $299K - $377K
12.6K $845K
FSK
Fs Kkr Capital Corp

Financial Services
18.3K
+ 6.39%
$18.74 - $20.43 $343K - $374K
304K $6.01M
NSA
National Storage Affiliates Trust

Real Estate
3.48K
+ 12.4%
$39.73 - $49.13 $138K - $171K
31.5K $1.52M
UBER
Uber Technologies, Inc

Technology
3.79K
+ 12.09%
$58.48 - $77.47 $222K - $293K
35.1K $2.64M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.09K
+ 43.77%
$259.22 - $299.75 $282K - $326K
3.58K $1.01M
MCO
Moodys Corp

Financial Services
475
+ 18.81%
$421.49 - $494.67 $200K - $235K
3K $1.42M
SEVN
Seven Hills Realty Trust

Real Estate
1.7K
+ 0.55%
$12.42 - $14.25 $21.1K - $24.2K
310K $4.27M
MELI
Mercadolibre Inc

Consumer Cyclical
47
+ 7.3%
$1591.44 - $2140.1 $74.8K - $101K
691 $1.42M
VITL
Vital Farms, Inc.

Consumer Defensive
17.2K
+ 80.27%
$29.28 - $45.81 $504K - $788K
38.6K $1.35M
KKR
Kkr & Co. Inc.

Financial Services
5
+ 0.04%
$104.51 - $133.23 $523 - $666
13.5K $1.76M
O
Realty Income Corp

Real Estate
1.57K
+ 7.71%
$52.36 - $63.42 $82.3K - $99.6K
22K $1.39M
ADM
Archer Daniels Midland CO

Consumer Defensive
5.48K
+ 20.09%
$57.96 - $65.72 $318K - $360K
32.7K $1.96M
ET
Energy Transfer LP

Energy
21.8K
+ 8.18%
$15.43 - $16.44 $336K - $358K
288K $4.62M
EPD
Enterprise Products Partners L.P.

Energy
9.86K
+ 8.14%
$27.88 - $30.0 $275K - $296K
131K $3.81M
AXS
Axis Capital Holdings LTD

Financial Services
125
+ 0.39%
$69.04 - $79.88 $8.63K - $9.99K
32.5K $2.59M
EVRG
Evergy, Inc.

Utilities
1.44K
+ 6.27%
$52.46 - $62.01 $75.8K - $89.5K
24.5K $1.52M
KMI
Kinder Morgan, Inc.

Energy
5.55K
+ 7.4%
$19.72 - $22.22 $110K - $123K
80.6K $1.78M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
10.5K
+ 11.91%
$42.59 - $60.56 $447K - $635K
98.5K $4.97M
XEL
Xcel Energy Inc

Utilities
3.05K
+ 44.0%
$52.11 - $65.3 $159K - $199K
9.99K $652K
TLT
Ishares Barclays 20+ Year Trea

ETFs
811
+ 2.67%
$89.91 - $101.33 $72.9K - $82.2K
31.2K $3.06M
JXN
Jackson Financial Inc.

Financial Services
993
+ 9.51%
$69.1 - $91.97 $68.6K - $91.3K
11.4K $1.04M
APH
Amphenol Corp

Technology
4.23K
+ 106.01%
$58.39 - $70.41 $247K - $298K
8.22K $535K
WELL
Welltower Inc.

Real Estate
11
+ 0.1%
$104.0 - $129.74 $1.14K - $1.43K
11K $1.41M
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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