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
AGNC
Agnc Investment Corp.

Real Estate
50.9K
+ 175.89%
$8.12 - $9.49 $413K - $483K
79.8K $733K
IWF
Ishares Russell 1000 Gr ETF

ETFs
236
+ 4.22%
$320.42 - $424.58 $75.6K - $100K
5.83K $2.47M
SAP
Sap Se

Technology
309
+ 3.1%
$237.53 - $309.8 $73.4K - $95.7K
10.3K $3.12M
FAST
Fastenal CO

Industrials
26.3K
+ 138.36%
$40.65 - $83.16 $1.07M - $2.19M
45.4K $1.91M
VUG
Vanguard Growth ETF

ETFs
427
+ 12.06%
$329.49 - $438.4 $141K - $187K
3.97K $1.74M
NKE
Nike, Inc.

Consumer Cyclical
1.29K
+ 2.97%
$53.27 - $72.04 $68.6K - $92.8K
44.7K $3.17M
V
Visa Inc.

Financial Services
110
+ 0.14%
$308.27 - $373.31 $33.9K - $41.1K
81.5K $28.9M
SNOW
Snowflake Inc.

Technology
100
+ 2.0%
$130.53 - $223.77 $13.1K - $22.4K
5.1K $1.14M
OMF
One Main Holdings, Inc.

Financial Services
4.72K
+ 28.62%
$40.42 - $57.0 $191K - $269K
21.2K $1.21M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.89K
+ 6.79%
$96.84 - $99.46 $376K - $387K
61.2K $6.07M
SLV
I Shares Silver Trust

ETFs
6.9K
+ 7.31%
$27.08 - $33.74 $187K - $233K
101K $3.32M
SE
Sea LTD

Consumer Cyclical
101
+ 0.78%
$105.57 - $170.4 $10.7K - $17.2K
13K $2.08M
IAU
Ishares Gold Trust

ETFs
5.05K
+ 27.59%
$56.1 - $64.74 $283K - $327K
23.3K $1.46M
RY
Royal Bank Of Canada

Financial Services
770
+ 5.28%
$108.36 - $131.55 $83.4K - $101K
15.4K $2.02M
IWY
Ishares Tr Russell 200 Growth

ETFs
199
+ 2.24%
$187.5 - $246.51 $37.3K - $49.1K
9.09K $2.24M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
65
+ 1.98%
$328.01 - $475.68 $21.3K - $30.9K
3.34K $1.56M
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.78K
+ 128.76%
$55.15 - $68.11 $264K - $326K
8.5K $577K
KKR
Kkr & Co. Inc.

Financial Services
410
+ 2.48%
$92.79 - $134.29 $38K - $55.1K
16.9K $2.25M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.72K
+ 51.68%
$57.14 - $72.68 $213K - $271K
10.9K $794K
CRM
Salesforce, Inc.

Technology
533
+ 1.21%
$236.26 - $291.15 $126K - $155K
44.4K $12.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.36K
+ 32.54%
$310.86 - $348.77 $422K - $474K
5.54K $1.77M
MRK
Merck & Co., Inc.

Healthcare
12.8K
+ 19.85%
$73.47 - $87.12 $937K - $1.11M
77K $6.09M
ADMA
Adma Biologics, Inc.

Healthcare
26.1K
+ 29.16%
$17.6 - $24.51 $459K - $639K
116K $2.1M
GXO
Gxo Logistics, Inc.

Industrials
2.75K
+ 14.19%
$31.53 - $49.1 $86.6K - $135K
22.1K $1.08M
SHEL
Shell PLC

Energy
5.18K
+ 27.93%
$59.75 - $73.05 $310K - $379K
23.7K $1.67M
IXN
Ishares Global Information Tec

ETFs
2.09K
+ 29.37%
$65.81 - $92.34 $137K - $193K
9.2K $849K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
5.21K
+ 11.24%
$80.28 - $91.78 $418K - $478K
51.5K $4.53M
VIG
Vanguard Dividend Appreciation

ETFs
1.71K
+ 65.76%
N/A
4.31K $784K
UBS
Ubs Group Ag

Financial Services
836
+ 0.97%
$26.12 - $33.82 $21.8K - $28.3K
86.7K $2.93M
CCI
Crown Castle International Corp

Real Estate
2.99K
+ 50.82%
$94.83 - $107.06 $284K - $320K
8.88K $912K
GLW
Corning Inc

Technology
595
+ 1.51%
$39.07 - $52.59 $23.2K - $31.3K
39.9K $2.1M
NEM
Newmont Corp

Basic Materials
2.61K
+ 18.16%
$44.18 - $59.46 $115K - $155K
17K $990K
USB
Us Bancorp \De\

Financial Services
1.64K
+ 2.31%
$36.4 - $45.76 $59.8K - $75.1K
72.8K $3.29M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
268
+ 1.33%
$144.63 - $179.53 $38.8K - $48.1K
20.5K $3.37M
AVDV
American Centy ETF Tr Avantis

ETFs
2.25K
+ 21.4%
$61.76 - $79.32 $139K - $178K
12.8K $1.01M
FXG
First Tr Exchange Traded First

ETFs
6.42K
+ 10.3%
$61.21 - $66.04 $393K - $424K
68.8K $4.35M
EW
Edwards Lifesciences Corp

Healthcare
3.17K
+ 61.67%
$67.07 - $78.22 $212K - $248K
8.31K $649K
EQT
Eqt Corp

Energy
4.01K
+ 46.46%
$46.11 - $60.44 $185K - $243K
12.7K $737K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.22K
+ 30.8%
$19.6 - $24.44 $161K - $201K
34.9K $853K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
8.95K
+ 38.02%
$28.21 - $28.85 $252K - $258K
32.5K $934K
DKNG
Draft Kings Inc.

Consumer Cyclical
1.54K
+ 7.73%
$31.67 - $42.89 $48.6K - $65.8K
21.4K $918K
STX
Seagate Technology Holdings PLC

Technology
306
+ 8.48%
$66.54 - $144.33 $20.4K - $44.2K
3.92K $565K
IWN
Ishares Russell2000 Val ETF

ETFs
1.56K
+ 111.01%
$131.84 - $157.76 $206K - $247K
2.97K $468K
LEN
Lennar Corp

Consumer Cyclical
2.74K
+ 22.55%
$102.76 - $115.66 $281K - $316K
14.9K $1.64M
NSC
Norfolk Southern Corp

Industrials
429
+ 5.9%
$206.34 - $257.46 $88.5K - $110K
7.71K $1.97M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
11K
+ 34.94%
$21.55 - $22.2 $237K - $244K
42.4K $936K
PSTG
Pure Storage, Inc.

Technology
2.19K
+ 24.87%
$37.18 - $57.58 $81.4K - $126K
11K $632K
CNC
Centene Corp

Healthcare
5.1K
+ 97.34%
$53.4 - $64.29 $272K - $328K
10.3K $560K
MBB
Ishares Tr

ETFs
2.41K
+ 7.0%
$91.41 - $94.22 $220K - $227K
36.9K $3.46M
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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