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
MLM
Martin Marietta Materials Inc

Basic Materials
36
+ 4.94%
$452.51 - $568.19 $16.3K - $20.5K
765 $419K
SONY
Sony Group Corp

Technology
2.4K
+ 19.87%
$21.24 - $26.88 $50.9K - $64.5K
14.5K $376K
CF
Cf Industries Holdings, Inc.

Basic Materials
179
+ 4.75%
$68.47 - $102.48 $12.3K - $18.3K
3.95K $363K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.66K
+ 31.27%
$10.8 - $16.92 $39.6K - $62K
15.4K $211K
FITB
Fifth Third Bancorp

Financial Services
884
+ 5.8%
$33.32 - $41.51 $29.5K - $36.7K
16.1K $663K
FANG
Diamondback Energy, Inc.

Energy
873
+ 34.24%
$119.25 - $161.49 $104K - $141K
3.42K $470K
KRT
Karat Packaging Inc.

Consumer Cyclical
4
+ 0.01%
$23.78 - $31.98 $95.1 - $128
38.7K $1.09M
TTE
Total Energies Se

Energy
875
+ 7.73%
N/A
12.2K $836K
RACE
Ferrari N.V.

Consumer Cyclical
52
+ 9.9%
$397.86 - $499.02 $20.7K - $25.9K
577 $283K
LQD
Ishares Iboxx $ Investment Gra

ETFs
510
+ 12.59%
$105.23 - $109.61 $53.7K - $55.9K
4.56K $499K
TILE
Interface Inc

Consumer Cyclical
281
+ 0.62%
$17.79 - $21.16 $5K - $5.95K
45.9K $961K
LYG
Lloyds Banking Group PLC

Financial Services
5.28K
+ 7.34%
$3.32 - $4.29 $17.5K - $22.7K
77.2K $328K
HLN
Haleon PLC

Healthcare
4.93K
+ 20.3%
$9.27 - $11.41 $45.7K - $56.3K
29.2K $303K
AB
Alliancebernstein Holding L.P.

Financial Services
776
+ 9.28%
$33.0 - $41.77 $25.6K - $32.4K
9.14K $373K
SYY
Sysco Corp

Consumer Defensive
462
+ 2.42%
$68.0 - $75.91 $31.4K - $35.1K
19.6K $1.48M
XLP
Consumer Staples Sector Spdr

ETFs
632
+ 16.0%
N/A
4.58K $348K
SCHO
Schwab Short Term Us Treasury

ETFs
1.9K
+ 20.21%
$24.19 - $24.45 $46K - $46.5K
11.3K $275K
TDG
Trans Digm Group Inc

Industrials
4
+ 1.41%
$1231.75 - $1520.64 $4.93K - $6.08K
287 $436K
DSGX
Descartes Systems Group Inc

Technology
121
+ 0.31%
$94.15 - $116.93 $11.4K - $14.1K
38.6K $3.93M
BHP
Bhp Group LTD

Basic Materials
986
+ 12.18%
$40.22 - $50.88 $39.7K - $50.2K
9.08K $436K
WMS
Advanced Drainage Systems, Inc.

Industrials
52
+ 0.87%
$96.79 - $123.55 $5.03K - $6.42K
6.05K $694K
SKX
Skechers Usa Inc

Consumer Cyclical
235
+ 5.29%
$45.48 - $63.1 $10.7K - $14.8K
4.67K $294K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
231
+ 23.17%
$167.22 - $212.42 $38.6K - $49.1K
1.23K $242K
CHTR
Charter Communications, Inc.

Communication Services
45
+ 7.73%
$321.68 - $427.25 $14.5K - $19.2K
627 $256K
AWK
American Water Works Company, Inc.

Utilities
409
+ 21.44%
$133.82 - $151.96 $54.7K - $62.2K
2.32K $322K
PBRA
Petroleo Bras Ads (Ea Reptg 2
2.98K
+ 14.3%
N/A
23.8K $312K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.7K
+ 15.71%
$22.3 - $22.57 $38K - $38.4K
12.5K $281K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.73K
+ 16.4%
$22.81 - $22.97 $39.5K - $39.8K
12.3K $281K
MTB
M&T Bank Corp

Financial Services
31
+ 1.53%
$156.58 - $193.99 $4.85K - $6.01K
2.06K $399K
IWD
Ishares Russell 1000 Val ETF

ETFs
88
+ 2.94%
$166.82 - $194.23 $14.7K - $17.1K
3.09K $599K
FBNC
First Bancorp

Financial Services
8
+ 0.09%
$36.02 - $44.09 $288 - $353
8.99K $396K
RE
Everest Re Group LTD

Financial Services
95
+ 7.92%
N/A
1.29K $479K
IR
Ingersoll Rand Inc.

Industrials
85
+ 0.97%
$66.75 - $84.94 $5.67K - $7.22K
8.8K $732K
HUMA
Humacyte, Inc.

Healthcare
13.8K
+ 131.12%
$1.15 - $2.77 $15.8K - $38.1K
24.2K $50K
FISV
Fiserv Inc

Technology
261
+ 2.04%
N/A
13.1K $1.64M
LAMR
Lamar Advertising CO

Real Estate
115
+ 5.16%
$102.35 - $121.67 $11.8K - $14K
2.34K $284K
NOK
Nokia Corp

Technology
6.32K
+ 43.6%
$4.65 - $5.43 $29.4K - $34.3K
20.8K $107K
VICI
Vici Properties Inc.

Real Estate
915
+ 7.01%
$29.41 - $32.97 $26.9K - $30.2K
14K $455K
FNDX
Schwab Fundamental U S Large C

ETFs
857
+ 8.67%
$20.84 - $24.54 $17.9K - $21K
10.7K $263K
MKL
Markel Corp

Financial Services
5
+ 3.27%
$1678.5 - $1997.36 $8.39K - $9.99K
158 $315K
DRI
Darden Restaurants Inc

Consumer Cyclical
17
+ 0.69%
$186.58 - $225.78 $3.17K - $3.84K
2.47K $539K
PECO
Phillips Edison & Company, Inc.

Real Estate
1.31K
+ 10.92%
$33.53 - $37.33 $43.8K - $48.8K
13.3K $465K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
289
+ 1.23%
$11.68 - $19.18 $3.38K - $5.54K
23.7K $407K
AME
Ametek Inc

Industrials
20
+ 0.82%
$151.41 - $182.75 $3.03K - $3.66K
2.45K $444K
DKL
Delek Logistics Partners, LP

Energy
666
+ 9.75%
$36.04 - $43.76 $24K - $29.1K
7.5K $321K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
26
+ 0.15%
$11.71 - $19.37 $304 - $504
17.3K $278K
MSI
Motorola Solutions, Inc.

Technology
132
+ 7.49%
$394.72 - $440.39 $52.1K - $58.1K
1.89K $796K
UUUU
Energy Fuels Inc

Energy
45
+ 0.39%
$3.44 - $5.9 $155 - $266
11.7K $67K
A
Agilent Technologies, Inc.

Healthcare
180
+ 7.76%
$99.29 - $120.52 $17.9K - $21.7K
2.5K $294K
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
Track This Portfolio

Track Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email