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
IBKR
Interactive Brokers Group, Inc.

Financial Services
192
+ 13.0%
$161.03 - $235.53 $30.9K - $45.2K
1.67K $276K
NOK
Nokia Corp

Technology
381
+ 2.7%
$4.43 - $5.42 $1.69K - $2.07K
14.5K $76K
DGX
Quest Diagnostics Inc

Healthcare
81
+ 1.84%
N/A
4.5K $616K
WBD
Warner Bros. Discovery, Inc.

Communication Services
851
+ 4.65%
$9.47 - $11.46 $8.06K - $9.75K
19.2K $205K
CMPX
Compass Therapeutics, Inc.

Healthcare
502
+ 2.8%
$1.4 - $3.9 $703 - $1.96K
18.5K $35K
ANSS
Ansys Inc

Technology
89
+ 8.96%
$316.56 - $360.36 $28.2K - $32.1K
1.08K $342K
CTSH
Cognizant Technology Solutions Corp

Technology
90
+ 2.11%
$75.32 - $90.7 $6.78K - $8.16K
4.35K $333K
LUV
Southwest Airlines CO

Industrials
197
+ 1.53%
$28.18 - $34.84 $5.55K - $6.86K
13.1K $438K
JXN
Jackson Financial Inc.

Financial Services
525
+ 4.47%
$79.36 - $97.88 $41.7K - $51.4K
12.3K $1.03M
CAG
Conagra Brands Inc.

Consumer Defensive
539
+ 6.13%
$23.9 - $27.67 $12.9K - $14.9K
9.33K $248K
TKR
Timken CO

Industrials
54
+ 1.82%
$69.85 - $83.79 $3.77K - $4.52K
3.03K $217K
OPEN
Opendoor Technologies Inc.

Real Estate
20K
+ 60.47%
$1.02 - $1.72 $20.4K - $34.4K
53.1K $54K
TTE
Total Energies Se

Energy
35
+ 0.31%
N/A
11.3K $776K
PBRA
Petroleo Bras Ads (Ea Reptg 2
97
+ 0.47%
N/A
20.8K $273K
MDU
Mdu Resources Group Inc

Industrials
753
+ 7.12%
$16.45 - $18.61 $12.4K - $14K
11.3K $191K
NDAQ
Nasdaq, Inc.

Financial Services
90
+ 2.01%
$72.17 - $83.76 $6.5K - $7.54K
4.58K $347K
MPWR
Monolithic Power Systems Inc

Technology
12
+ 2.2%
$565.7 - $720.25 $6.79K - $8.64K
558 $323K
Landbridge Company LLC
1.31K
+ 25.64%
N/A
6.4K $0
Sezzle Inc
42.8K
+ 584.51%
N/A
50.1K $0
APP
App Lovin Corp

Technology
356
+ 22.25%
$238.08 - $510.13 $84.8K - $182K
1.96K $518K
Blackrock Inc
136
+ 3.9%
N/A
3.62K $0
Knife River Corp
217
+ 8.35%
N/A
2.82K $0
Celestica Inc
5.7K
+ 19.25%
N/A
35.3K $0
Annaly Capital Management In
4.13K
+ 13.19%
N/A
35.5K $0
BFB
Brown Forman Corp Cl B
1.46K
+ 9.43%
N/A
17K $0
LCID
Lucid Group, Inc.

Consumer Cyclical
3.31K
+ 24.16%
$2.03 - $3.48 $6.72K - $11.5K
17K $41K
Ge Vernova Inc
1.03K
+ 12.34%
N/A
9.34K $0
Super Micro Computer Inc
11.4K
+ 5.96%
N/A
203K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
7.65K
+ 13.02%
N/A
66.4K $0
Ge Healthcare Technologies I
533
+ 6.76%
N/A
8.42K $0
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
2.71K
+ 3.83%
$9.75 - $10.52 $26.4K - $28.5K
73.5K $716K
Cava Group Inc
2.07K
+ 5.98%
N/A
36.8K $0
Lam Research Corp
5.32K
+ 14.81%
N/A
41.3K $0
SLI
Standard Lithium Ltd.

Basic Materials
1K
+ 9.58%
$1.2 - $1.7 $1.2K - $1.7K
11.4K $14K
SON
Sonoco Products CO

Consumer Cyclical
196
+ 2.98%
$44.71 - $49.22 $8.76K - $9.65K
6.78K $320K
EW
Edwards Lifesciences Corp

Healthcare
90
+ 1.78%
$67.95 - $76.19 $6.12K - $6.86K
5.14K $372K
DTM
Dt Midstream, Inc.

Energy
117
+ 2.55%
$86.95 - $113.75 $10.2K - $13.3K
4.71K $454K
MGEE
Mge Energy Inc

Utilities
37
+ 0.59%
$85.7 - $94.18 $3.17K - $3.48K
6.29K $584K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
2.28K
+ 17.63%
$1.26 - $1.69 $2.88K - $3.86K
15.2K $19K
MUSA
Murphy Usa Inc.

Consumer Cyclical
23
+ 4.94%
$435.02 - $515.95 $10K - $11.9K
489 $229K
MLI
Mueller Industries Inc

Industrials
25
+ 0.9%
$76.14 - $82.67 $1.9K - $2.07K
2.82K $214K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
174
+ 1.51%
$10.61 - $16.49 $1.85K - $2.87K
11.7K $145K
HBAN
Huntington Bancshares Inc

Financial Services
6.8K
+ 7.83%
$14.28 - $17.39 $97.1K - $118K
93.7K $1.41M
DXCM
Dexcom Inc

Healthcare
320
+ 10.21%
$67.74 - $90.75 $21.7K - $29K
3.46K $235K
UUUU
Energy Fuels Inc

Energy
1K
+ 9.45%
$3.73 - $5.88 $3.74K - $5.9K
11.6K $43K
BMO
Bank Of Montreal

Financial Services
32
+ 0.36%
$94.92 - $104.14 $3.04K - $3.33K
9K $859K
PETS
Petmed Express Inc

Healthcare
440
+ 2.03%
$3.95 - $5.51 $1.74K - $2.42K
22.1K $92K
AME
Ametek Inc

Industrials
47
+ 1.97%
$170.39 - $190.43 $8.01K - $8.95K
2.43K $418K
LHX
L3 Harris Technologies, Inc.

Industrials
50
+ 0.21%
$194.65 - $222.86 $9.73K - $11.1K
23.6K $4.94M
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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