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
BCS
Barclays PLC

Financial Services
3.46K
+ 15.24%
$12.69 - $18.61 $43.9K - $64.4K
26.2K $486K
DOV
Dover Corp

Industrials
56
+ 0.33%
$151.14 - $186.7 $8.46K - $10.5K
17K $3.12M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
485
+ 39.4%
$160.22 - $209.35 $77.7K - $102K
1.72K $359K
PNR
Pentair PLC

Industrials
348
+ 5.24%
$76.17 - $103.58 $26.5K - $36K
6.99K $717K
CALM
Cal Maine Foods Inc

Consumer Defensive
107
+ 0.78%
$90.17 - $103.07 $9.65K - $11K
13.9K $1.38M
CPRT
Copart Inc

Consumer Cyclical
3.9K
+ 47.39%
$47.72 - $63.84 $186K - $249K
12.1K $595K
VONG
Vanguard Russell 1000 Growth E

ETFs
300
+ 5.25%
$82.51 - $109.2 $24.8K - $32.8K
6.02K $657K
HSBC
Hsbc Holdings PLC

Financial Services
1.81K
+ 34.45%
$46.68 - $61.09 $84.4K - $110K
7.06K $428K
AMT
American Tower Corp

Real Estate
500
+ 10.7%
$203.96 - $228.19 $102K - $114K
5.17K $1.14M
AZO
Autozone Inc

Consumer Cyclical
42
+ 13.82%
$3478.38 - $3880.15 $146K - $163K
346 $1.28M
BK
Bank Of New York Mellon Corp

Financial Services
301
+ 2.38%
$73.31 - $91.62 $22.1K - $27.6K
12.9K $1.18M
IWM
Ishares Russell 2000 ETF

ETFs
454
+ 37.9%
$174.82 - $215.79 $79.4K - $98K
1.65K $356K
TOL
Toll Brothers, Inc.

Consumer Cyclical
849
+ 36.99%
$90.5 - $114.3 $76.8K - $97K
3.14K $358K
RGTI
Rigetti Computing, Inc.

Technology
3.6K
+ 20.2%
$7.5 - $14.29 $27K - $51.4K
21.4K $254K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
11
+ 0.63%
$299.15 - $396.54 $3.29K - $4.36K
1.77K $701K
EGO
Eldorado Gold Corp

Basic Materials
52
+ 0.17%
$15.63 - $21.51 $813 - $1.12K
31.3K $637K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.2K
+ 40.36%
$71.28 - $83.74 $85.5K - $100K
4.17K $349K
BNDX
Vanguard Total International B

ETFs
2.11K
+ 20.41%
$48.77 - $49.55 $103K - $105K
12.4K $616K
GPC
Genuine Parts CO

Consumer Cyclical
402
+ 1.4%
$105.54 - $129.09 $42.4K - $51.9K
29.2K $3.54M
DHI
Horton D R Inc

Consumer Cyclical
758
+ 10.35%
$115.1 - $129.63 $87.2K - $98.3K
8.08K $1.04M
FQAL
Fidelity Covington Tr Quality

ETFs
149
+ 0.83%
$57.29 - $69.63 $8.54K - $10.4K
18.1K $1.26M
YUM
Yum Brands Inc

Consumer Cyclical
1.16K
+ 15.16%
$138.36 - $161.45 $160K - $186K
8.77K $1.3M
CNQ
Canadian Natural Resources LTD

Energy
3.05K
+ 29.71%
$25.14 - $34.01 $76.7K - $104K
13.3K $417K
IBKR
Interactive Brokers Group, Inc.

Financial Services
5.04K
+ 301.98%
$50.53 - $212.53 $255K - $1.07M
6.71K $371K
UL
Unilever PLC

Consumer Defensive
1.29K
+ 16.63%
$57.9 - $65.43 $74.8K - $84.5K
9.06K $554K
AR
Antero Resources Corp

Energy
2.44K
+ 5.43%
$31.92 - $43.78 $77.9K - $107K
47.4K $1.91M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.01K
+ 20.96%
$66.87 - $79.47 $67.2K - $79.9K
5.8K $460K
RF
Regions Financial Corp

Financial Services
43
+ 0.09%
$18.34 - $23.52 $789 - $1.01K
50K $1.18M
ABNB
Airbnb, Inc.

Consumer Cyclical
20
+ 0.29%
$105.69 - $140.64 $2.11K - $2.81K
6.84K $904K
PODD
Insulet Corp

Healthcare
74
+ 5.74%
$238.57 - $327.47 $17.7K - $24.2K
1.36K $428K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.8K
+ 33.0%
$44.64 - $47.48 $80.2K - $85.3K
7.24K $343K
RWO
Spdr Dow Jones Global Real Est

ETFs
1.78K
+ 12.2%
$38.85 - $45.0 $69.3K - $80.2K
16.4K $723K
R
Ryder System Inc

Industrials
58
+ 1.16%
$130.14 - $160.88 $7.55K - $9.33K
5.07K $806K
NVS
Novartis Ag

Healthcare
346
+ 7.63%
$101.96 - $121.01 $35.3K - $41.9K
4.88K $590K
IVZ
Invesco Ltd.

Financial Services
4.96K
+ 44.24%
$12.14 - $15.77 $60.2K - $78.3K
16.2K $255K
EBAY
Ebay Inc

Consumer Cyclical
730
+ 16.29%
$59.52 - $79.36 $43.4K - $57.9K
5.21K $388K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1K
+ 25.59%
$67.03 - $80.35 $67.1K - $80.4K
4.91K $391K
WMB
Williams Companies, Inc.

Energy
423
+ 2.23%
$54.33 - $62.87 $23K - $26.6K
19.4K $1.22M
VMC
Vulcan Materials CO

Basic Materials
103
+ 5.16%
$226.49 - $276.01 $23.3K - $28.4K
2.1K $547K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
83
+ 0.65%
$81.84 - $93.53 $6.79K - $7.76K
12.9K $1.19M
ITT
Itt Inc.

Industrials
68
+ 2.65%
$112.67 - $157.95 $7.66K - $10.7K
2.63K $412K
DXCM
Dexcom Inc

Healthcare
168
+ 4.86%
$59.83 - $87.57 $10.1K - $14.7K
3.62K $316K
NVR
Nvr Inc

Consumer Cyclical
8
+ 5.44%
$6700.0 - $7410.93 $53.6K - $59.3K
155 $1.14M
IEF
Ishares Barclays

ETFs
792
+ 8.33%
$93.15 - $96.56 $73.8K - $76.5K
10.3K $986K
ACGL
Arch Capital Group Ltd.

Financial Services
1.26K
+ 18.63%
$84.99 - $96.82 $107K - $122K
8.04K $732K
AZN
Astrazeneca PLC

Healthcare
1.33K
+ 26.93%
$64.87 - $75.0 $86K - $99.4K
6.25K $436K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
140
+ 1.39%
$96.02 - $124.33 $13.4K - $17.4K
10.2K $1.18M
EFX
Equifax Inc

Industrials
168
+ 9.43%
$205.5 - $280.54 $34.5K - $47.1K
1.95K $505K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.84K
+ 5.65%
$83.97 - $92.85 $154K - $171K
34.4K $3.04M
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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