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
LRN
Stride, Inc.

Consumer Defensive
257
+ 2.51%
$124.45 - $160.72 $32K - $41.3K
10.5K $1.53M
SPTL
Spdr Portfolio Long Term Treas

ETFs
8.57K
+ 68.03%
$25.48 - $27.78 $218K - $238K
21.2K $562K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.9K
+ 22.4%
$24.32 - $27.87 $264K - $303K
59.4K $1.57M
SOFI
So Fi Technologies, Inc.

Financial Services
2.18K
+ 8.14%
$9.5 - $18.21 $20.7K - $39.7K
29K $527K
WRB
Berkley W R Corp

Financial Services
874
+ 1.34%
$64.28 - $75.17 $56.2K - $65.7K
66.2K $4.86M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.14K
+ 19.66%
$35.35 - $42.68 $146K - $177K
25.2K $1.07M
VEA
Vanguard Ftse Developed Market

ETFs
3.08K
+ 49.06%
$45.65 - $57.01 $140K - $175K
9.34K $532K
NUE
Nucor Corp

Basic Materials
607
+ 4.12%
$103.22 - $131.43 $62.7K - $79.8K
15.4K $1.99M
TWLO
Twilio Inc

Communication Services
1.09K
+ 38.55%
$81.34 - $124.36 $88.7K - $136K
3.92K $487K
AAL
American Airlines Group Inc.

Industrials
19K
+ 139.9%
N/A
32.6K $359K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.87K
+ 9.47%
$39.43 - $49.34 $73.9K - $92.4K
21.7K $1.02M
KORP
American Centy ETF Tr Diversif

ETFs
4.3K
+ 36.57%
$45.37 - $47.07 $195K - $202K
16.1K $755K
PSA
Public Storage

Real Estate
729
+ 40.57%
$266.31 - $309.77 $194K - $226K
2.53K $741K
BROS
Dutch Bros Inc.

Consumer Cyclical
1.06K
+ 5.37%
$51.37 - $73.72 $54.5K - $78.1K
20.8K $1.42M
DASH
Door Dash, Inc.

Communication Services
202
+ 8.67%
$163.16 - $246.51 $33K - $49.8K
2.53K $624K
BMO
Bank Of Montreal

Financial Services
553
+ 6.14%
$87.54 - $110.63 $48.4K - $61.2K
9.56K $1.06M
LPLA
Lpl Financial Holdings Inc.

Financial Services
52
+ 1.4%
$283.31 - $388.96 $14.7K - $20.2K
3.78K $1.42M
CR
Crane Holdings, Co.

Industrials
21
+ 0.4%
$132.79 - $189.89 $2.79K - $3.99K
5.3K $1.01M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.39K
+ 11.83%
$28.98 - $37.18 $69.3K - $88.9K
22.6K $840K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.25K
+ 11.28%
$109.83 - $131.67 $137K - $164K
12.3K $1.56M
GPN
Global Payments Inc

Industrials
3.44K
+ 72.87%
$67.47 - $99.6 $232K - $343K
8.17K $653K
DTM
Dt Midstream, Inc.

Energy
1.16K
+ 24.57%
$87.23 - $109.91 $101K - $127K
5.87K $645K
SPMD
Spdr Portfolio

ETFs
2.44K
+ 14.2%
$44.89 - $54.38 $110K - $133K
19.6K $1.07M
OTIS
Otis Worldwide Corp

Industrials
2.06K
+ 41.63%
$90.88 - $104.3 $187K - $215K
7.02K $695K
WING
Wingstop Inc.

Consumer Cyclical
107
+ 8.06%
$210.24 - $381.46 $22.5K - $40.8K
1.44K $483K
IEMG
Ishares Inc

ETFs
3.41K
+ 50.69%
N/A
10.1K $544K
VRSK
Verisk Analytics, Inc.

Industrials
20
+ 0.16%
$277.03 - $321.33 $5.54K - $6.43K
12.6K $3.93M
BR
Broadridge Financial Solutions, Inc.

Technology
703
+ 4.21%
$217.22 - $246.25 $153K - $173K
17.4K $4.23M
CMI
Cummins Inc

Industrials
299
+ 5.31%
$267.12 - $336.65 $79.9K - $101K
5.93K $1.94M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.42K
+ 2.81%
$79.56 - $82.92 $113K - $118K
52K $4.31M
DELL
Dell Technologies Inc.

Technology
52
+ 0.97%
$71.63 - $125.98 $3.72K - $6.55K
5.41K $663K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
2.71K
+ 52.61%
N/A
7.87K $509K
NRG
Nrg Energy, Inc.

Utilities
163
+ 7.19%
$83.61 - $162.67 $13.6K - $26.5K
2.43K $390K
AEM
Agnico Eagle Mines LTD

Basic Materials
580
+ 6.0%
$99.48 - $124.46 $57.7K - $72.2K
10.3K $1.22M
FTI
Technip Fmc PLC

Energy
100
+ 0.16%
$23.18 - $35.33 $2.32K - $3.53K
61K $2.1M
MFC
Manulife Financial Corp

Financial Services
4.18K
+ 10.24%
$26.93 - $32.44 $113K - $136K
45K $1.44M
FHN
First Horizon Corp

Financial Services
2.91K
+ 4.96%
$16.21 - $21.2 $47.1K - $61.6K
61.6K $1.31M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.4K
+ 4.38%
$58.63 - $59.9 $140K - $143K
57K $3.41M
ITOT
Ishares Core S&P Total U.S. St

ETFs
711
+ 13.24%
$108.12 - $135.04 $76.9K - $96K
6.08K $821K
GM
General Motors CO

Consumer Cyclical
2.38K
+ 11.88%
$42.48 - $50.46 $101K - $120K
22.4K $1.1M
HCA
Hca Healthcare, Inc.

Healthcare
163
+ 6.24%
$317.61 - $387.52 $51.8K - $63.2K
2.78K $1.06M
BWA
Borgwarner Inc

Consumer Cyclical
2.45K
+ 15.29%
$24.84 - $33.92 $60.9K - $83.2K
18.5K $619K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.43K
+ 34.5%
$70.44 - $86.87 $101K - $124K
5.57K $483K
LNG
Cheniere Energy, Inc.

Energy
497
+ 19.41%
$197.25 - $244.33 $98K - $121K
3.06K $744K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.4K
+ 30.15%
$72.61 - $88.75 $102K - $124K
6.04K $535K
KR
Kroger CO

Consumer Defensive
186
+ 0.56%
$64.62 - $74.0 $12K - $13.8K
33.6K $2.41M
SOUN
Soundhound Ai, Inc.

Technology
8.37K
+ 39.72%
$7.18 - $11.76 $60.1K - $98.5K
29.5K $316K
SPTS
Spdr Portfolio Short Term Trea

ETFs
4.92K
+ 40.42%
$29.07 - $29.38 $143K - $145K
17.1K $500K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.7K
+ 4.51%
$35.77 - $42.27 $60.8K - $71.9K
39.4K $1.66M
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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