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
FIS
Fidelity National Information Services, Inc.

Technology
470
+ 5.95%
$68.12 - $83.42 $32K - $39.2K
8.37K $625K
RF
Regions Financial Corp

Financial Services
3.16K
+ 6.76%
$20.84 - $24.77 $65.9K - $78.3K
50K $1.09M
LAMR
Lamar Advertising CO

Real Estate
22
+ 1.0%
$110.65 - $132.9 $2.43K - $2.92K
2.23K $253K
SLGN
Silgan Holdings Inc

Consumer Cyclical
266
+ 0.83%
$48.82 - $56.15 $13K - $14.9K
32.3K $1.65M
CARR
Carrier Global Corp

Industrials
564
+ 5.17%
$62.07 - $70.55 $35K - $39.8K
11.5K $728K
MET
Metlife Inc

Financial Services
314
+ 1.17%
$77.7 - $87.0 $24.4K - $27.3K
27.1K $2.18M
APH
Amphenol Corp

Technology
122
+ 1.73%
$61.62 - $78.55 $7.52K - $9.58K
7.18K $470K
NDSN
Nordson Corp

Industrials
4
+ 0.14%
$200.12 - $224.07 $800 - $896
2.9K $585K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
325
+ 0.56%
$12.85 - $14.13 $4.18K - $4.59K
58.1K $787K
IQV
Iqvia Holdings Inc.

Healthcare
72
+ 4.16%
$176.3 - $209.96 $12.7K - $15.1K
1.8K $317K
FHN
First Horizon Corp

Financial Services
920
+ 1.59%
$17.7 - $22.43 $16.3K - $20.6K
58.7K $1.14M
DOCU
Docusign, Inc.

Technology
228
+ 4.52%
$74.7 - $97.7 $17K - $22.3K
5.27K $428K
FLO
Flowers Foods Inc

Consumer Defensive
7
+ 0.04%
$18.05 - $20.78 $126 - $145
15.6K $295K
SPXC
Spx Corp

Industrials
11
+ 0.54%
$128.78 - $154.37 $1.42K - $1.7K
2.05K $264K
FITB
Fifth Third Bancorp

Financial Services
319
+ 2.14%
$37.48 - $44.96 $12K - $14.3K
15.3K $597K
OMF
One Main Holdings, Inc.

Financial Services
357
+ 2.21%
$45.35 - $58.06 $16.2K - $20.7K
16.5K $805K
CRSP
Crispr Therapeutics Ag

Healthcare
167
+ 2.15%
$34.03 - $53.02 $5.68K - $8.85K
7.95K $270K
TM
Toyota Motor Corp

Consumer Cyclical
113
+ 3.46%
$176.53 - $195.35 $19.9K - $22.1K
3.38K $596K
WMS
Advanced Drainage Systems, Inc.

Industrials
23
+ 0.39%
$105.29 - $126.99 $2.42K - $2.92K
6K $651K
VMC
Vulcan Materials CO

Basic Materials
21
+ 1.06%
$220.9 - $277.54 $4.64K - $5.83K
2K $465K
JOBY
Joby Aviation, Inc.

Industrials
432
+ 1.93%
$5.99 - $10.27 $2.59K - $4.44K
22.8K $137K
OCFC
Oceanfirst Financial Corp

Financial Services
41
+ 0.09%
$16.44 - $19.15 $674 - $785
45K $766K
GXO
Gxo Logistics, Inc.

Industrials
804
+ 4.34%
$36.31 - $46.18 $29.2K - $37.1K
19.3K $756K
FCCO
First Community Corp

Financial Services
4.02K
+ 4.07%
$21.71 - $27.55 $87.3K - $111K
103K $2.32M
DKNG
Draft Kings Inc.

Consumer Cyclical
674
+ 3.51%
$33.21 - $53.49 $22.4K - $36.1K
19.9K $659K
UPST
Upstart Holdings, Inc.

Financial Services
483
+ 9.77%
$46.03 - $88.77 $22.2K - $42.9K
5.43K $249K
GS
Goldman Sachs Group Inc

Financial Services
233
+ 3.32%
$524.81 - $672.19 $122K - $157K
7.25K $3.96M
AXON
Axon Enterprise, Inc.

Industrials
266
+ 8.85%
$496.65 - $710.01 $132K - $189K
3.27K $1.72M
APO
Apollo Global Management, Inc.

Financial Services
136
+ 3.96%
$126.01 - $172.06 $17.1K - $23.4K
3.57K $489K
RLI
Rli Corp

Financial Services
17.8K
+ 99.44%
$71.75 - $163.21 $1.28M - $2.9M
35.6K $2.86M
STXS
Stereotaxis, Inc.

Healthcare
5.9K
+ 3.18%
$1.76 - $2.64 $10.4K - $15.6K
192K $337K
LEN
Lennar Corp

Consumer Cyclical
1.18K
+ 10.77%
$113.93 - $141.54 $134K - $167K
12.1K $1.39M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
392
+ 4.05%
$109.48 - $136.56 $42.9K - $53.5K
10.1K $1.1M
GM
General Motors CO

Consumer Cyclical
351
+ 1.78%
$45.22 - $54.92 $15.9K - $19.3K
20.1K $942K
DHR
Danaher Corp

Healthcare
110
+ 2.08%
$201.62 - $250.59 $22.2K - $27.6K
5.39K $1.11M
KRT
Karat Packaging Inc.

Consumer Cyclical
1.06K
+ 2.82%
$26.58 - $33.46 $28.1K - $35.4K
38.7K $1.03M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
88
+ 0.38%
$15.98 - $24.03 $1.41K - $2.11K
23.4K $378K
ROST
Ross Stores, Inc.

Consumer Cyclical
89
+ 1.64%
$123.3 - $154.95 $11K - $13.8K
5.51K $703K
CHDN
Churchill Downs Inc

Consumer Cyclical
85
+ 1.5%
$106.5 - $132.91 $9.05K - $11.3K
5.77K $640K
LMT
Lockheed Martin Corp

Industrials
1.62K
+ 7.35%
$423.19 - $506.29 $686K - $820K
23.7K $10.6M
SSB
South State Corp

Financial Services
472
+ 1.69%
$89.4 - $108.33 $42.2K - $51.1K
28.4K $2.63M
EME
Emcor Group, Inc.

Industrials
805
+ 15.08%
$361.16 - $535.99 $291K - $431K
6.14K $2.27M
TMO
Thermo Fisher Scientific Inc.

Healthcare
107
+ 1.08%
$497.6 - $606.74 $53.2K - $64.9K
10K $5M
SYF
Synchrony Financial

Financial Services
4
+ 0.03%
$51.9 - $70.63 $208 - $283
14.4K $763K
USB
Us Bancorp \De\

Financial Services
4.63K
+ 6.97%
$40.92 - $50.9 $190K - $236K
71.1K $3M
AMP
Ameriprise Financial Inc

Financial Services
130
+ 2.53%
$472.29 - $575.13 $61.4K - $74.8K
5.27K $2.55M
ONON
On Holding Ag

Consumer Cyclical
781
+ 3.74%
$43.92 - $63.62 $34.3K - $49.7K
21.6K $950K
SRE
Sempra Energy

Utilities
2.16K
+ 10.21%
$67.85 - $87.67 $147K - $189K
23.3K $1.66M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.92K
+ 2.28%
$16.57 - $18.85 $65K - $73.9K
176K $2.93M
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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