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
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
9.92K
+ 245.01%
$49.67 - $51.43 $493K - $510K
14K $713K
WFC
Wells Fargo & Company

Financial Services
4.96K
+ 6.44%
$66.78 - $81.42 $331K - $404K
81.9K $5.88M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
600
+ 26.93%
$402.49 - $513.76 $241K - $308K
2.83K $1.37M
EOG
Eog Resources Inc

Energy
2.2K
+ 6.75%
$120.54 - $138.05 $265K - $304K
34.8K $4.46M
DPZ
Dominos Pizza Inc

Consumer Cyclical
901
+ 109.21%
$402.33 - $489.71 $362K - $441K
1.73K $793K
ES
Eversource Energy

Utilities
6.78K
+ 164.6%
$55.63 - $63.8 $377K - $433K
10.9K $677K
UNP
Union Pacific Corp

Industrials
536
+ 1.52%
$225.21 - $254.42 $121K - $136K
35.7K $8.43M
QCOM
Qualcomm Inc

Technology
2.6K
+ 5.72%
$151.94 - $175.86 $395K - $457K
48.1K $7.38M
AXS
Axis Capital Holdings LTD

Financial Services
59
+ 0.18%
$85.54 - $100.24 $5.05K - $5.91K
33.4K $3.34M
WEC
Wec Energy Group, Inc.

Utilities
602
+ 2.77%
$92.12 - $108.98 $55.5K - $65.6K
22.3K $2.43M
C
Citigroup Inc

Financial Services
4.7K
+ 5.81%
$67.23 - $84.63 $316K - $398K
85.7K $6.08M
KMB
Kimberly Clark Corp

Consumer Defensive
527
+ 1.94%
$124.46 - $147.4 $65.6K - $77.7K
27.6K $3.93M
FDS
Factset Research Systems Inc

Financial Services
851
+ 193.85%
$427.5 - $476.51 $364K - $406K
1.29K $586K
CSCO
Cisco Systems, Inc.

Technology
1.87K
+ 1.81%
$58.74 - $64.87 $110K - $121K
105K $6.48M
MPLX
Mplx LP

Energy
23
+ 0.03%
$47.88 - $54.65 $1.1K - $1.26K
66K $3.53M
WELL
Welltower Inc.

Real Estate
156
+ 1.22%
$124.05 - $156.86 $19.4K - $24.5K
13K $1.99M
FTNT
Fortinet, Inc.

Technology
2.96K
+ 8.98%
$92.49 - $114.57 $274K - $339K
35.9K $3.46M
NOC
Northrop Grumman Corp

Industrials
69
+ 0.99%
$433.45 - $513.82 $29.9K - $35.5K
7.01K $3.59M
VRSK
Verisk Analytics, Inc.

Industrials
184
+ 1.48%
$268.63 - $301.33 $49.4K - $55.4K
12.6K $3.75M
HCA
Hca Healthcare, Inc.

Healthcare
647
+ 32.93%
$296.7 - $345.55 $192K - $224K
2.61K $902K
AR
Antero Resources Corp

Energy
1.92K
+ 4.45%
$33.64 - $41.42 $64.4K - $79.3K
45K $1.82M
SKOR
Flexshares Tr Credit Scored Us

ETFs
6.17K
+ 31.39%
$47.35 - $48.46 $292K - $299K
25.8K $1.25M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.44K
+ 7.48%
$98.98 - $113.18 $142K - $162K
20.6K $2.33M
UTI
Universal Technical Institute Inc

Consumer Defensive
12K
+ 98.32%
$24.77 - $29.54 $296K - $353K
24.1K $619K
ICE
Intercontinental Exchange, Inc.

Financial Services
511
+ 5.54%
$142.8 - $176.36 $73K - $90.1K
9.74K $1.68M
META
Meta Platforms, Inc.

Communication Services
2.47K
+ 2.97%
$576.36 - $736.67 $1.43M - $1.82M
85.9K $49.5M
ADM
Archer Daniels Midland CO

Consumer Defensive
7.75K
+ 25.99%
$45.22 - $52.17 $350K - $404K
37.6K $1.8M
AEM
Agnico Eagle Mines LTD

Basic Materials
3
+ 0.03%
$79.66 - $108.41 $239 - $325
9.67K $1.05M
AJG
Arthur J. Gallagher & Co.

Financial Services
122
+ 3.01%
$275.89 - $345.24 $33.7K - $42.1K
4.18K $1.44M
ALL
Allstate Corp

Financial Services
19
+ 0.1%
$180.99 - $210.18 $3.44K - $3.99K
20K $4.14M
FNV
Franco Nevada Corp

Basic Materials
870
+ 26.22%
$120.72 - $157.56 $105K - $137K
4.19K $659K
MCK
Mckesson Corp

Healthcare
60
+ 2.77%
$566.21 - $672.99 $34K - $40.4K
2.22K $1.5M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
472
+ 98.74%
$634.14 - $744.83 $299K - $352K
950 $602K
SHEL
Shell PLC

Energy
992
+ 5.65%
$62.84 - $73.29 $62.3K - $72.7K
18.6K $1.36M
ET
Energy Transfer LP

Energy
29.1K
+ 10.11%
$17.26 - $21.08 $503K - $614K
318K $5.9M
BROS
Dutch Bros Inc.

Consumer Cyclical
1.21K
+ 6.51%
$55.77 - $85.37 $67.3K - $103K
19.7K $1.22M
HSY
Hershey CO

Consumer Defensive
1.14K
+ 3.85%
$144.74 - $186.36 $164K - $212K
30.7K $5.24M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
116
+ 11.86%
$1227.6 - $1458.46 $142K - $169K
1.09K $1.48M
ROP
Roper Technologies Inc

Industrials
23
+ 0.7%
$502.71 - $593.81 $11.6K - $13.7K
3.31K $1.95M
TXN
Texas Instruments Inc

Technology
1.23K
+ 4.84%
N/A
26.7K $5.19M
AIG
American International Group, Inc.

Financial Services
96
+ 0.59%
$70.5 - $86.94 $6.77K - $8.35K
16.3K $1.42M
YUM
Yum Brands Inc

Consumer Cyclical
439
+ 6.11%
$123.25 - $162.53 $54.1K - $71.4K
7.62K $1.2M
BSX
Boston Scientific Corp

Healthcare
677
+ 4.76%
$89.38 - $106.18 $60.5K - $71.9K
14.9K $1.5M
SAP
Sap Se

Technology
35
+ 0.35%
$241.4 - $293.69 $8.45K - $10.3K
9.96K $2.67M
SLB
Schlumberger Limited

Energy
4.26K
+ 31.6%
$38.4 - $43.74 $163K - $186K
17.7K $740K
MELI
Mercadolibre Inc

Consumer Cyclical
14
+ 1.8%
$1739.0 - $2260.0 $24.3K - $31.6K
790 $1.54M
IAU
Ishares Gold Trust

ETFs
985
+ 5.69%
$49.74 - $58.96 $49K - $58.1K
18.3K $1.08M
KR
Kroger CO

Consumer Defensive
42
+ 0.13%
$58.36 - $67.72 $2.45K - $2.84K
33.4K $2.26M
CCI
Crown Castle International Corp

Real Estate
1.53K
+ 35.05%
$84.33 - $106.39 $129K - $163K
5.89K $613K
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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