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
VKTX
Viking Therapeutics, Inc.

Healthcare
828
+ 19.61%
$49.84 - $70.47 $41.3K - $58.3K
5.05K $319K
AMCR
Amcor PLC

Consumer Cyclical
278
+ 0.46%
$9.5 - $11.44 $2.64K - $3.18K
60.4K $684K
GPC
Genuine Parts CO

Consumer Cyclical
492
+ 2.52%
$131.04 - $147.11 $64.5K - $72.4K
20K $2.79M
CBOE
Cboe Global Markets, Inc.

Financial Services
236
+ 18.04%
$168.57 - $213.65 $39.8K - $50.4K
1.54K $315K
FSLR
First Solar, Inc.

Technology
198
+ 10.83%
$205.36 - $255.78 $40.7K - $50.6K
2.03K $505K
SOUN
Soundhound Ai, Inc.

Technology
16.9K
+ 85.33%
$3.89 - $6.2 $65.7K - $105K
36.7K $170K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.48K
+ 31.48%
$28.1 - $29.89 $69.5K - $74K
10.3K $308K
JEPI
J P Morgan Exchange Traded Fd

ETFs
667
+ 4.8%
$54.98 - $59.51 $36.7K - $39.7K
14.6K $866K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
3.2K
+ 5.52%
$12.11 - $14.16 $38.8K - $45.3K
61.1K $834K
GLDM
World Gold Trust

ETFs
244
+ 2.52%
$46.2 - $53.01 $11.3K - $12.9K
9.93K $517K
WST
West Pharmaceutical Services Inc

Healthcare
389
+ 22.99%
$277.16 - $333.3 $108K - $130K
2.08K $624K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2
+ 0.07%
$178.41 - $210.18 $357 - $420
2.97K $589K
IR
Ingersoll Rand Inc.

Industrials
45
+ 0.55%
$86.9 - $100.4 $3.91K - $4.52K
8.15K $800K
EFX
Equifax Inc

Industrials
7
+ 0.6%
$236.42 - $307.13 $1.65K - $2.15K
1.18K $344K
EQIX
Equinix Inc

Real Estate
4
+ 0.95%
$749.0 - $890.01 $3K - $3.56K
424 $376K
LAMR
Lamar Advertising CO

Real Estate
202
+ 9.53%
$110.9 - $135.58 $22.4K - $27.4K
2.32K $310K
STNE
Stone Co Ltd.

Technology
6.95K
+ 23.67%
$10.89 - $14.87 $75.7K - $103K
36.3K $408K
SCHX
Schwab Strategic Tr Us Large C

ETFs
634
+ 16.77%
$61.11 - $67.85 $38.7K - $43K
4.42K $299K
FCX
Freeport Mcmoran Inc

Basic Materials
746
+ 5.46%
$39.52 - $51.92 $29.5K - $38.7K
14.4K $719K
CHD
Church & Dwight CO Inc

Consumer Defensive
256
+ 0.9%
$98.01 - $106.59 $25.1K - $27.3K
28.6K $3M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
80
+ 1.06%
$159.84 - $178.33 $12.8K - $14.3K
7.65K $1.35M
IBP
Installed Building Products, Inc.

Consumer Cyclical
17
+ 1.52%
$198.8 - $270.35 $3.38K - $4.6K
1.14K $280K
MDB
Mongo Db, Inc.

Technology
76
+ 5.28%
$221.5 - $296.69 $16.8K - $22.5K
1.52K $409K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
84
+ 3.4%
$201.82 - $234.36 $17K - $19.7K
2.55K $588K
FLR
Fluor Corp

Industrials
7
+ 0.06%
$43.22 - $50.26 $303 - $352
12.1K $577K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
268
+ 1.73%
$33.74 - $37.96 $9.04K - $10.2K
15.8K $592K
WDAY
Workday, Inc.

Technology
64
+ 4.16%
$207.75 - $264.68 $13.3K - $16.9K
1.6K $392K
STLD
Steel Dynamics Inc

Basic Materials
480
+ 9.34%
N/A
5.62K $551K
LPLA
Lpl Financial Holdings Inc.

Financial Services
952
+ 25.39%
$193.0 - $282.1 $184K - $269K
4.7K $1.09M
RACE
Ferrari N.V.

Consumer Cyclical
11
+ 1.62%
$405.92 - $496.79 $4.47K - $5.46K
692 $325K
EQT
Eqt Corp

Energy
1.41K
+ 9.73%
$30.21 - $37.21 $42.7K - $52.5K
15.9K $583K
TPR
Tapestry, Inc.

Consumer Cyclical
419
+ 6.68%
$36.29 - $47.94 $15.2K - $20.1K
6.69K $314K
STXS
Stereotaxis, Inc.

Healthcare
2.55K
+ 1.42%
$1.76 - $2.35 $4.49K - $5.99K
183K $372K
IWF
Ishares Russell 1000 Gr ETF

ETFs
87
+ 8.38%
$332.02 - $382.76 $28.9K - $33.3K
1.13K $422K
ACGL
Arch Capital Group Ltd.

Financial Services
39
+ 1.13%
$94.47 - $114.25 $3.68K - $4.46K
3.48K $389K
LYG
Lloyds Banking Group PLC

Financial Services
5.63K
+ 8.53%
$2.73 - $3.17 $15.4K - $17.8K
71.6K $222K
CRSP
Crispr Therapeutics Ag

Healthcare
1.75K
+ 29.21%
$44.62 - $62.75 $77.9K - $109K
7.72K $362K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
175
+ 5.16%
$71.9 - $79.86 $12.6K - $14K
3.57K $283K
FLO
Flowers Foods Inc

Consumer Defensive
1.06K
+ 8.65%
$21.44 - $23.77 $22.8K - $25.3K
13.4K $308K
PAVE
Global X Fds Us Infrastructure

ETFs
95
+ 1.26%
$36.39 - $41.16 $3.46K - $3.91K
7.63K $313K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
99
+ 2.89%
$85.03 - $94.56 $8.42K - $9.36K
3.53K $328K
NVS
Novartis Ag

Healthcare
41
+ 1.17%
$106.13 - $120.89 $4.35K - $4.96K
3.54K $406K
IXP
Ishares Global Comm Services E

ETFs
169
+ 5.24%
$83.95 - $94.13 $14.2K - $15.9K
3.39K $319K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
107
+ 4.09%
$77.23 - $87.97 $8.26K - $9.41K
2.72K $236K
RPM
Rpm International Inc

Basic Materials
1
+ 0.04%
$103.91 - $125.03 $104 - $125
2.46K $297K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
178
+ 0.62%
$21.35 - $22.73 $3.8K - $4.05K
29K $654K
EOG
Eog Resources Inc

Energy
909
+ 3.36%
$117.9 - $132.65 $107K - $121K
28K $3.44M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
148
+ 0.55%
$27.8 - $29.26 $4.11K - $4.33K
26.9K $781K
SCHV
Schwab Strategic Tr Us Large C

ETFs
87
+ 2.13%
$73.43 - $80.37 $6.39K - $6.99K
4.17K $334K
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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