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
CMI
Cummins Inc

Industrials
368
+ 11.9%
$266.63 - $326.4 $98.1K - $120K
3.46K $1.12M
LI
Li Auto Inc.

Consumer Cyclical
27
+ 0.08%
$17.8 - $25.78 $481 - $696
33.3K $853K
RLI
Rli Corp

Financial Services
107
+ 0.63%
$137.07 - $154.98 $14.7K - $16.6K
17K $2.63M
SYK
Stryker Corp

Healthcare
312
+ 4.79%
$315.94 - $371.96 $98.6K - $116K
6.82K $2.46M
BDX
Becton Dickinson & CO

Healthcare
760
+ 8.77%
$221.47 - $242.41 $168K - $184K
9.42K $2.27M
CL
Colgate Palmolive CO

Consumer Defensive
497
+ 1.79%
$95.54 - $108.77 $47.5K - $54.1K
28.3K $2.94M
AFRM
Affirm Holdings, Inc.

Technology
1.61K
+ 10.84%
$24.12 - $44.98 $38.8K - $72.4K
16.4K $671K
AR
Antero Resources Corp

Energy
11.7K
+ 41.24%
$24.94 - $33.3 $291K - $388K
39.9K $1.14M
SLF
Sun Life Financial Inc

Financial Services
1.83K
+ 14.56%
$47.07 - $58.09 $86K - $106K
14.4K $834K
PSA
Public Storage

Real Estate
414
+ 49.05%
$283.13 - $365.01 $117K - $151K
1.26K $457K
LXP
Lxp Industrial Trust

Real Estate
4.7K
+ 2.64%
$9.14 - $10.46 $43K - $49.2K
183K $1.84M
CME
Cme Group Inc.

Financial Services
175
+ 2.51%
$193.43 - $220.62 $33.9K - $38.6K
7.14K $1.57M
TTE
Total Energies Se

Energy
2.74K
+ 29.47%
$68.61 - $68.61 $188K - $188K
12K $824K
TXT
Textron Inc

Industrials
1.34K
+ 4.23%
$83.46 - $94.02 $112K - $126K
33K $2.92M
HUM
Humana Inc

Healthcare
869
+ 68.32%
$310.25 - $404.52 $270K - $352K
2.14K $678K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.4K
+ 35.05%
$44.66 - $49.15 $197K - $216K
17K $799K
FAST
Fastenal CO

Industrials
338
+ 1.83%
$62.09 - $71.83 $21K - $24.3K
18.8K $1.34M
WRB
Berkley W R Corp

Financial Services
19.8K
+ 45.97%
$51.54 - $79.62 $1.02M - $1.57M
62.7K $3.56M
SCHW
Schwab Charles Corp

Financial Services
7.3K
+ 22.19%
$61.74 - $76.08 $451K - $555K
40.2K $2.61M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.51K
+ 6.32%
$48.51 - $52.86 $73.3K - $79.9K
25.4K $1.34M
PNR
Pentair PLC

Industrials
170
+ 2.31%
$74.39 - $97.79 $12.6K - $16.6K
7.53K $735K
LTC
Ltc Properties Inc

Real Estate
1.38K
+ 2.53%
$34.07 - $38.15 $47.1K - $52.7K
55.9K $2.05M
FCNCA
First Citizens Bancshares Inc

Financial Services
1
+ 0.09%
$1685.92 - $2128.51 $1.69K - $2.13K
1.09K $2M
RF
Regions Financial Corp

Financial Services
1.32K
+ 3.2%
$19.51 - $23.42 $25.7K - $30.8K
42.4K $988K
GWW
W.W. Grainger, Inc.

Industrials
27
+ 2.69%
$896.19 - $1044.18 $24.2K - $28.2K
1.03K $1.07M
HCA
Hca Healthcare, Inc.

Healthcare
194
+ 20.46%
$315.12 - $406.43 $61.1K - $78.8K
1.14K $464K
GXO
Gxo Logistics, Inc.

Industrials
2.34K
+ 10.43%
$46.45 - $55.98 $109K - $131K
24.7K $1.29M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.8K
+ 11.18%
$31.07 - $39.36 $56K - $71K
17.9K $656K
IWY
Ishares Tr Russell 200 Growth

ETFs
464
+ 5.17%
$194.66 - $225.97 $90.3K - $105K
9.43K $2.08M
MPLX
Mplx LP

Energy
408
+ 0.59%
$40.44 - $45.07 $16.5K - $18.4K
69.5K $3.09M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
8
+ 0.03%
$17.57 - $25.19 $141 - $202
23.2K $561K
PEG
Public Service Enterprise Group Inc

Utilities
107
+ 1.23%
$73.58 - $89.21 $7.87K - $9.55K
8.78K $782K
SYY
Sysco Corp

Consumer Defensive
201
+ 1.05%
$69.16 - $78.98 $13.9K - $15.9K
19.3K $1.51M
FITB
Fifth Third Bancorp

Financial Services
1.37K
+ 11.56%
$36.01 - $43.64 $49.2K - $59.7K
13.2K $565K
WMB
Williams Companies, Inc.

Energy
2.11K
+ 17.65%
$41.24 - $46.22 $87.2K - $97.7K
14.1K $643K
EA
Electronic Arts Inc.

Communication Services
725
+ 10.63%
$137.32 - $151.82 $99.6K - $110K
7.54K $1.08M
AZO
Autozone Inc

Consumer Cyclical
27
+ 11.07%
$2815.0 - $3212.87 $76K - $86.7K
271 $853K
ALB
Albemarle Corp

Basic Materials
1.39K
+ 15.22%
$72.85 - $100.09 $102K - $140K
10.6K $999K
NDSN
Nordson Corp

Industrials
233
+ 11.26%
$225.0 - $262.63 $52.4K - $61.2K
2.3K $604K
ROP
Roper Technologies Inc

Industrials
261
+ 8.62%
$515.25 - $576.55 $134K - $150K
3.29K $1.83M
CSX
Csx Corp

Industrials
144
+ 0.13%
$32.48 - $35.45 $4.68K - $5.1K
108K $3.73M
ECL
Ecolab Inc.

Basic Materials
176
+ 4.15%
$228.86 - $255.76 $40.3K - $45K
4.42K $1.13M
PPG
Ppg Industries Inc

Basic Materials
417
+ 4.49%
$118.32 - $134.55 $49.3K - $56.1K
9.7K $1.29M
XPO
Xpo Logistics, Inc.

Industrials
693
+ 2.95%
$101.15 - $125.11 $70.1K - $86.7K
24.2K $2.6M
TOL
Toll Brothers, Inc.

Consumer Cyclical
149
+ 7.18%
$109.16 - $155.35 $16.3K - $23.1K
2.23K $343K
AOS
Smith A O Corp

Industrials
446
+ 5.61%
$76.95 - $91.98 $34.3K - $41K
8.39K $753K
EIX
Edison International

Utilities
349
+ 7.53%
$71.19 - $87.72 $24.8K - $30.6K
4.99K $434K
AVDV
American Centy ETF Tr Avantis

ETFs
734
+ 8.86%
$62.52 - $71.12 $45.9K - $52.2K
9.02K $637K
KMB
Kimberly Clark Corp

Consumer Defensive
28
+ 0.12%
$135.05 - $148.35 $3.78K - $4.15K
22.8K $3.25M
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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