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
SONY
Sony Group Corp

Technology
1.29K
+ 11.92%
$19.88 - $25.64 $25.6K - $33K
12.1K $306K
CHKP
Check Point Software Technologies LTD

Technology
61
+ 4.27%
$179.88 - $231.31 $11K - $14.1K
1.49K $339K
TSN
Tyson Foods, Inc.

Consumer Defensive
204
+ 2.29%
$54.27 - $63.81 $11.1K - $13K
9.1K $580K
PFG
Principal Financial Group Inc

Financial Services
433
+ 9.47%
$76.34 - $89.04 $33.1K - $38.6K
5.01K $422K
FDX
Fedex Corp

Industrials
1.41K
+ 19.15%
$230.33 - $281.53 $325K - $397K
8.77K $2.14M
UL
Unilever PLC

Consumer Defensive
768
+ 10.97%
$54.72 - $60.29 $42K - $46.3K
7.77K $462K
AON
Aon PLC

Financial Services
22
+ 1.6%
$348.44 - $409.32 $7.67K - $9.01K
1.4K $558K
FNF
Fidelity National Financial, Inc.

Financial Services
211
+ 3.76%
$54.25 - $65.27 $11.4K - $13.8K
5.82K $378K
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
6.71K
+ 12.4%
$8.25 - $8.59 $55.3K - $57.6K
60.8K $517K
AMSWA
American Software Inc

Technology
5.68K
+ 1.29%
N/A
447K $4.9M
AEE
Ameren Corp

Utilities
243
+ 7.35%
$86.87 - $103.67 $21.1K - $25.2K
3.55K $356K
CMI
Cummins Inc

Industrials
748
+ 15.32%
$312.92 - $386.07 $234K - $289K
5.63K $1.76M
ZTS
Zoetis Inc.

Healthcare
290
+ 4.02%
$156.48 - $175.67 $45.4K - $50.9K
7.5K $1.24M
NSC
Norfolk Southern Corp

Industrials
194
+ 2.74%
$227.69 - $259.76 $44.2K - $50.4K
7.28K $1.72M
CNQ
Canadian Natural Resources LTD

Energy
1.96K
+ 23.54%
$26.72 - $32.74 $52.2K - $64K
10.3K $316K
COF
Capital One Financial Corp

Financial Services
281
+ 3.0%
$163.87 - $209.82 $46K - $59K
9.66K $1.73M
EQNR
Equinor Asa

Energy
100
+ 0.5%
$22.37 - $26.45 $2.24K - $2.65K
20.1K $530K
TMC
Tmc The Metals CO Inc.

Basic Materials
20K
+ 53.1%
$1.05 - $2.37 $21K - $47.4K
57.7K $99K
ADSK
Autodesk, Inc.

Technology
216
+ 4.09%
N/A
5.5K $1.35M
DFS
Discover Financial Services

Financial Services
324
+ 19.42%
$152.99 - $203.25 $49.6K - $65.9K
1.99K $340K
F
Ford Motor CO

Consumer Cyclical
3.82K
+ 3.8%
$9.12 - $10.43 $34.9K - $39.9K
105K $1.05M
BSM
Black Stone Minerals, L.P.

Energy
10
+ 0.01%
$14.48 - $15.59 $145 - $156
73.5K $1.12M
WSO
Watsco Inc

Industrials
63
+ 13.55%
$463.86 - $530.75 $29.2K - $33.4K
528 $268K
PECO
Phillips Edison & Company, Inc.

Real Estate
1.61K
+ 15.49%
$34.43 - $37.49 $55.3K - $60.2K
12K $436K
SOFI
So Fi Technologies, Inc.

Financial Services
9.61K
+ 55.94%
$11.18 - $18.03 $107K - $173K
26.8K $311K
ALE
Allete Inc

Utilities
647
+ 19.83%
$64.9 - $65.91 $42K - $42.6K
3.91K $256K
HSBC
Hsbc Holdings PLC

Financial Services
20
+ 0.38%
$48.68 - $61.58 $974 - $1.23K
5.25K $301K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
665
+ 14.8%
N/A
5.16K $334K
KHC
Kraft Heinz CO

Consumer Defensive
1.71K
+ 4.3%
$28.51 - $32.22 $48.8K - $55.2K
41.6K $1.26M
AGNC
Agnc Investment Corp.

Real Estate
3.38K
+ 13.25%
$9.12 - $10.54 $30.9K - $35.7K
28.9K $276K
WOLF
Wolfspeed, Inc.

Technology
24.5K
+ 244.04%
$2.59 - $7.48 $63.4K - $183K
34.5K $105K
WTRG
Essential Utilities, Inc.

Utilities
107
+ 1.0%
$33.49 - $40.57 $3.58K - $4.34K
10.8K $427K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.18K
+ 10.16%
$69.82 - $78.67 $82.6K - $93.1K
12.8K $902K
TDG
Trans Digm Group Inc

Industrials
4
+ 1.43%
$1251.32 - $1394.11 $5.01K - $5.58K
283 $391K
ALC
Alcon Inc

Healthcare
127
+ 5.29%
$82.73 - $96.8 $10.5K - $12.3K
2.53K $239K
CVNA
Carvana Co.

Consumer Cyclical
132
+ 8.76%
$166.52 - $285.33 $22K - $37.7K
1.64K $342K
DASH
Door Dash, Inc.

Communication Services
4
+ 0.17%
$168.37 - $213.38 $673 - $854
2.33K $425K
NRZ
New Residential Investment Corp.

Real Estate
4.49K
+ 2.02%
N/A
226K $1.64M
EXPE
Expedia Group, Inc.

Consumer Cyclical
436
+ 18.4%
$157.11 - $206.52 $68.5K - $90K
2.81K $471K
ABC
Amerisourcebergen Corp

Healthcare
158
+ 9.52%
N/A
1.82K $336K
WY
Weyerhaeuser CO

Real Estate
577
+ 6.63%
$27.29 - $31.39 $15.7K - $18.1K
9.29K $271K
TDY
Teledyne Technologies Inc

Technology
15
+ 2.78%
$455.51 - $518.84 $6.83K - $7.78K
555 $276K
PEG
Public Service Enterprise Group Inc

Utilities
573
+ 5.72%
$78.2 - $90.39 $44.8K - $51.8K
10.6K $871K
RE
Everest Re Group LTD

Financial Services
63
+ 5.55%
N/A
1.2K $444K
XYL
Xylem Inc.

Industrials
44
+ 0.85%
$114.02 - $132.04 $5.02K - $5.81K
5.24K $626K
K
Kellogg CO

Consumer Defensive
131
+ 1.82%
$81.06 - $82.9 $10.6K - $10.9K
7.33K $604K
EA
Electronic Arts Inc.

Communication Services
234
+ 3.45%
$116.53 - $146.29 $27.3K - $34.2K
7.02K $1.01M
STAG
Stag Industrial, Inc.

Real Estate
111
+ 1.65%
$32.39 - $37.07 $3.6K - $4.11K
6.82K $246K
FE
Firstenergy Corp

Utilities
135
+ 0.6%
$37.95 - $43.5 $5.12K - $5.87K
22.7K $919K
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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