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
NEM
Newmont Corp

Basic Materials
1.29K
+ 9.84%
$37.79 - $48.39 $48.7K - $62.4K
14.4K $694K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
246
+ 5.31%
$208.48 - $244.03 $51.3K - $60K
4.88K $1.19M
CHE
Chemed Corp

Healthcare
14
+ 0.61%
$521.84 - $615.32 $7.31K - $8.61K
2.29K $1.41M
OKE
Oneok Inc

Energy
2.27K
+ 11.09%
$89.57 - $109.85 $203K - $249K
22.7K $2.26M
EXC
Exelon Corp

Utilities
649
+ 3.21%
$37.3 - $46.08 $24.2K - $29.9K
20.9K $962K
D
Dominion Energy, Inc

Utilities
688
+ 0.95%
$52.85 - $57.43 $36.4K - $39.5K
72.8K $4.08M
LXP
Lxp Industrial Trust

Real Estate
9.71K
+ 5.18%
$7.72 - $9.22 $75K - $89.5K
197K $1.7M
LNG
Cheniere Energy, Inc.

Energy
646
+ 33.75%
$209.32 - $253.66 $135K - $164K
2.56K $592K
BK
Bank Of New York Mellon Corp

Financial Services
1.14K
+ 9.89%
$75.42 - $88.95 $85.7K - $101K
12.6K $1.06M
VRT
Vertiv Holdings CO

Industrials
2.03K
+ 2.83%
N/A
73.6K $6.38M
HIG
Hartford Financial Services Group, Inc.

Financial Services
70
+ 0.64%
$106.31 - $123.73 $7.44K - $8.66K
11K $1.37M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
414
+ 3.35%
$73.71 - $87.55 $30.5K - $36.2K
12.8K $1.11M
JCI
Johnson Controls International PLC

Industrials
1.9K
+ 22.51%
$76.12 - $90.6 $145K - $172K
10.4K $829K
MFA
Mfa Financial, Inc.

Real Estate
14.3K
+ 8.23%
$9.53 - $11.0 $137K - $158K
189K $1.93M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.86K
+ 21.55%
$56.17 - $59.71 $160K - $171K
16.1K $920K
IDXX
Idexx Laboratories Inc

Healthcare
332
+ 18.64%
$406.29 - $469.04 $135K - $156K
2.11K $887K
GPC
Genuine Parts CO

Consumer Cyclical
709
+ 2.52%
$115.91 - $129.02 $82.2K - $91.5K
28.8K $3.43M
CL
Colgate Palmolive CO

Consumer Defensive
689
+ 2.21%
$85.68 - $97.5 $59K - $67.2K
31.9K $2.99M
PSA
Public Storage

Real Estate
475
+ 35.93%
$288.99 - $313.98 $137K - $149K
1.8K $537K
HOOD
Robinhood Markets, Inc.

Technology
2.62K
+ 36.41%
$35.63 - $65.28 $93.3K - $171K
9.81K $408K
SYK
Stryker Corp

Healthcare
101
+ 1.24%
$355.18 - $399.9 $35.9K - $40.4K
8.25K $3.07M
RIO
Rio Tinto PLC

Basic Materials
1.4K
+ 3.53%
$58.19 - $64.29 $81.4K - $89.9K
41.1K $2.47M
LNC
Lincoln National Corp

Financial Services
1.25K
+ 5.91%
$30.06 - $39.23 $37.4K - $48.8K
22.3K $800K
BP
Bp PLC

Energy
197
+ 0.67%
$29.93 - $35.31 $5.9K - $6.96K
29.6K $1M
FISV
Fiserv Inc

Technology
1.02K
+ 8.66%
N/A
12.8K $1.6M
OTIS
Otis Worldwide Corp

Industrials
793
+ 19.05%
$90.77 - $104.01 $72K - $82.5K
4.96K $511K
PLD
Prologis, Inc.

Real Estate
218
+ 1.34%
$103.59 - $124.04 $22.6K - $27K
16.5K $1.85M
GIS
General Mills Inc

Consumer Defensive
4.17K
+ 12.54%
$57.56 - $65.3 $240K - $272K
37.4K $2.24M
CNC
Centene Corp

Healthcare
1.87K
+ 55.5%
$55.93 - $65.89 $104K - $123K
5.23K $317K
PFE
Pfizer Inc

Healthcare
16.1K
+ 6.51%
$25.01 - $27.13 $403K - $438K
264K $6.69M
NEE
Nextera Energy Inc

Utilities
3K
+ 2.42%
$66.96 - $76.16 $201K - $228K
127K $8.99M
OXY
Occidental Petroleum Corp

Energy
2.29K
+ 9.14%
$45.45 - $52.7 $104K - $121K
27.3K $1.35M
AZN
Astrazeneca PLC

Healthcare
1.07K
+ 27.92%
$65.37 - $77.96 $70.2K - $83.7K
4.92K $361K
BTI
British American Tobacco P.L.C.

Consumer Defensive
227
+ 1.16%
$35.35 - $42.74 $8.02K - $9.7K
19.8K $818K
AVDV
American Centy ETF Tr Avantis

ETFs
832
+ 8.6%
$63.74 - $71.96 $53K - $59.9K
10.5K $732K
XEL
Xcel Energy Inc

Utilities
938
+ 9.69%
$63.37 - $72.1 $59.4K - $67.6K
10.6K $751K
HES
Hess Corp

Energy
309
+ 17.09%
$135.42 - $160.52 $41.8K - $49.6K
2.12K $338K
JOE
St Joe CO

Real Estate
1.68K
+ 22.02%
$43.61 - $49.45 $73.4K - $83.2K
9.32K $437K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.35K
+ 13.15%
$30.35 - $33.16 $71.3K - $77.9K
20.2K $646K
LTC
Ltc Properties Inc

Real Estate
1.12K
+ 2.02%
$33.46 - $36.14 $37.6K - $40.6K
56.9K $2.02M
SUN
Sunoco LP

Energy
646
+ 8.61%
$51.29 - $59.25 $33.1K - $38.3K
8.15K $473K
LPLA
Lpl Financial Holdings Inc.

Financial Services
260
+ 7.51%
$308.87 - $383.33 $80.3K - $99.7K
3.72K $1.22M
PAY
Paymentus Holdings, Inc.

Technology
6.53K
+ 51.06%
$24.68 - $35.0 $161K - $229K
19.3K $504K
CTVA
Corteva, Inc.

Basic Materials
398
+ 3.86%
$55.94 - $66.15 $22.3K - $26.3K
10.7K $673K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.15K
+ 2.96%
$9.19 - $12.93 $10.6K - $14.9K
40K $446K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.42K
+ 21.32%
$80.87 - $115.8 $195K - $280K
13.7K $1.25M
AFG
American Financial Group Inc

Financial Services
710
+ 35.24%
$119.82 - $138.45 $85.1K - $98.3K
2.73K $357K
NVS
Novartis Ag

Healthcare
172
+ 3.94%
$97.14 - $115.57 $16.7K - $19.9K
4.53K $505K
CSGP
Costar Group, Inc.

Real Estate
700
+ 20.85%
$69.29 - $80.37 $48.5K - $56.3K
4.06K $321K
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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