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
SUN
Sunoco LP

Energy
1.11K
+ 13.57%
$50.38 - $59.13 $55.7K - $65.4K
9.25K $495K
RIO
Rio Tinto PLC

Basic Materials
1.6K
+ 3.89%
$52.32 - $62.75 $83.7K - $100K
42.7K $2.49M
CI
Cigna Corp

Healthcare
41
+ 0.71%
$301.89 - $340.04 $12.4K - $13.9K
5.85K $1.93M
WDAY
Workday, Inc.

Technology
23
+ 0.94%
$210.47 - $274.71 $4.84K - $6.32K
2.46K $591K
EQH
Equitable Holdings, Inc.

Financial Services
79
+ 1.94%
$43.98 - $56.1 $3.47K - $4.43K
4.14K $232K
ES
Eversource Energy

Utilities
64
+ 0.59%
$54.25 - $65.89 $3.47K - $4.22K
11K $697K
ROP
Roper Technologies Inc

Industrials
168
+ 5.08%
$519.19 - $590.78 $87.2K - $99.3K
3.48K $1.97M
FDS
Factset Research Systems Inc

Financial Services
66
+ 5.12%
$398.85 - $473.32 $26.3K - $31.2K
1.36K $606K
DOCS
Doximity, Inc.

Healthcare
110
+ 2.99%
$50.71 - $61.34 $5.58K - $6.75K
3.78K $232K
STAG
Stag Industrial, Inc.

Real Estate
431
+ 6.32%
$30.08 - $37.02 $13K - $16K
7.25K $263K
LUMN
Lumen Technologies, Inc.

Communication Services
1.74K
+ 8.22%
$3.07 - $4.51 $5.35K - $7.86K
23K $100K
QUAD
Quad/Graphics, Inc.

Industrials
2.18K
+ 13.29%
$4.75 - $6.01 $10.4K - $13.1K
18.6K $105K
EQIX
Equinix Inc

Real Estate
34
+ 5.8%
$740.07 - $914.43 $25.2K - $31.1K
620 $493K
CTSH
Cognizant Technology Solutions Corp

Technology
111
+ 2.55%
$66.47 - $81.81 $7.38K - $9.08K
4.47K $348K
SNY
Sanofi

Healthcare
918
+ 21.65%
$47.62 - $55.44 $43.7K - $50.9K
5.16K $249K
EXR
Extra Space Storage Inc.

Real Estate
105
+ 5.19%
$126.61 - $152.99 $13.3K - $16.1K
2.13K $313K
MLI
Mueller Industries Inc

Industrials
28
+ 0.99%
$68.45 - $79.6 $1.92K - $2.23K
2.85K $226K
MSCI
Msci Inc.

Financial Services
11
+ 2.31%
$506.56 - $576.74 $5.57K - $6.34K
488 $281K
MEDP
Medpace Holdings, Inc.

Healthcare
10
+ 1.0%
$277.23 - $315.28 $2.77K - $3.15K
1.01K $316K
TDY
Teledyne Technologies Inc

Technology
7
+ 1.26%
$435.54 - $512.31 $3.05K - $3.59K
562 $287K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
118
+ 0.79%
$27.29 - $29.28 $3.22K - $3.46K
15.1K $443K
WTRG
Essential Utilities, Inc.

Utilities
980
+ 9.07%
$36.92 - $41.39 $36.2K - $40.6K
11.8K $437K
XYLD
Global X Fds S&P 500 Covered C

ETFs
349
+ 3.93%
$35.62 - $39.64 $12.4K - $13.8K
9.22K $359K
WST
West Pharmaceutical Services Inc

Healthcare
96
+ 4.01%
$190.39 - $227.7 $18.3K - $21.9K
2.49K $545K
WCN
Waste Connections, Inc.

Industrials
95
+ 8.41%
$183.26 - $199.95 $17.4K - $19K
1.22K $228K
ESGR
Enstar Group LTD

Financial Services
2
+ 0.1%
$330.1 - $336.55 $660 - $673
2.09K $701K
FRT
Federal Realty Investment Trust

Real Estate
263
+ 4.45%
$83.56 - $99.08 $22K - $26.1K
6.17K $586K
ABC
Amerisourcebergen Corp

Healthcare
40
+ 2.2%
N/A
1.86K $343K
ADSK
Autodesk, Inc.

Technology
31
+ 0.56%
N/A
5.53K $1.36M
FE
Firstenergy Corp

Utilities
241
+ 1.06%
$38.31 - $43.17 $9.23K - $10.4K
23K $925K
EXPE
Expedia Group, Inc.

Consumer Cyclical
25
+ 0.89%
$136.63 - $176.62 $3.42K - $4.42K
2.83K $477K
CNHI
Cnh Industrial N.V.

Industrials
397
+ 3.78%
N/A
10.9K $113K
FSTA
Fidelity Covington Tr Msci Con

ETFs
73
+ 0.93%
$47.94 - $52.5 $3.5K - $3.83K
7.91K $404K
Canadian Pacific Kansas City
305
+ 4.7%
N/A
6.8K $0
Celestica Inc
683
+ 1.94%
N/A
36K $0
Ge Healthcare Technologies I
3.63K
+ 43.13%
N/A
12.1K $0
Wells Fargo CO New
21
+ 7.92%
N/A
286 $0
Annaly Capital Management In
10.1K
+ 28.39%
N/A
45.6K $0
FTGS
First Tr Exchange Traded Fd Gr
164K
+ 69.13%
N/A
402K $0
Arista Networks Inc
6.82K
+ 6.5%
N/A
112K $0
Te Connectivity PLC
48
+ 0.64%
N/A
7.57K $0
Arm Holdings PLC
623
+ 27.28%
N/A
2.91K $0
Labcorp Holdings Inc
2K
+ 78.79%
N/A
4.54K $0
POWW
Ammo, Inc.

Industrials
860
+ 7.98%
$1.25 - $2.09 $1.08K - $1.8K
11.6K $14K
Core Natural Resources Inc
2.8K
+ 25.52%
N/A
13.8K $0
Cava Group Inc
11.3K
+ 30.66%
N/A
48.1K $0
Spdr Series Trust
1.69K
+ 14.06%
N/A
13.7K $0
Landbridge Company LLC
4.57K
+ 71.39%
N/A
11K $0
Crane Company
33
+ 0.67%
N/A
4.95K $0
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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