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
Hesai Group
226
+ 0.12%
N/A
196K $0
Linde PLC
4
+ 0.02%
N/A
17K $0
Ge Vernova Inc
3.51K
+ 37.61%
N/A
12.9K $0
ALL
Allstate Corp

Financial Services
554
+ 2.77%
$180.53 - $212.64 $100K - $118K
20.5K $4.13M
AMCR
Amcor PLC

Consumer Cyclical
2.57K
+ 4.66%
$8.57 - $9.81 $22K - $25.2K
57.8K $531K
NBTB
Nbt Bancorp Inc

Financial Services
57
+ 1.14%
$38.62 - $44.8 $2.2K - $2.55K
5.06K $210K
MMLP
Martin Midstream Partners L.P.

Energy
1
+ 0.01%
$2.65 - $3.58 $2.65 - $3.58
14.7K $43K
EQNR
Equinor Asa

Energy
635
+ 3.17%
$22.04 - $28.08 $14K - $17.8K
20.7K $520K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
217
+ 4.42%
$86.97 - $102.82 $18.9K - $22.3K
5.13K $492K
XEL
Xcel Energy Inc

Utilities
241
+ 2.27%
$65.65 - $72.39 $15.8K - $17.4K
10.9K $739K
ALC
Alcon Inc

Healthcare
42
+ 1.66%
$82.88 - $98.3 $3.48K - $4.13K
2.57K $226K
CAG
Conagra Brands Inc.

Consumer Defensive
2.12K
+ 22.76%
$20.4 - $26.78 $43.3K - $56.9K
11.5K $234K
DTE
Dte Energy CO

Utilities
288
+ 3.25%
$127.39 - $139.49 $36.7K - $40.2K
9.15K $1.21M
HES
Hess Corp

Energy
202
+ 9.54%
$126.32 - $161.29 $25.5K - $32.6K
2.32K $321K
SFBS
Servis First Bancshares, Inc.

Financial Services
114
+ 2.19%
$68.48 - $82.21 $7.81K - $9.37K
5.32K $412K
EXC
Exelon Corp

Utilities
843
+ 4.03%
$42.2 - $47.37 $35.6K - $39.9K
21.7K $943K
SON
Sonoco Products CO

Consumer Cyclical
15
+ 0.22%
$40.6 - $47.93 $609 - $719
6.8K $296K
PFG
Principal Financial Group Inc

Financial Services
12
+ 0.24%
$69.56 - $86.19 $835 - $1.03K
5.02K $398K
VTR
Ventas, Inc.

Real Estate
428
+ 4.56%
$62.45 - $70.08 $26.7K - $30K
9.82K $620K
BP
Bp PLC

Energy
2.94K
+ 9.91%
$26.11 - $33.81 $76.7K - $99.3K
32.6K $974K
MUSA
Murphy Usa Inc.

Consumer Cyclical
8
+ 1.64%
$388.56 - $520.27 $3.11K - $4.16K
497 $202K
ERIE
Erie Indemnity CO

Financial Services
116
+ 10.83%
$340.45 - $423.93 $39.5K - $49.2K
1.19K $411K
SHW
Sherwin Williams CO

Basic Materials
98
+ 0.79%
$313.51 - $363.51 $30.7K - $35.6K
12.5K $4.28M
WEC
Wec Energy Group, Inc.

Utilities
658
+ 2.95%
$102.24 - $109.76 $67.3K - $72.2K
23K $2.39M
SWK
Stanley Black & Decker, Inc.

Industrials
440
+ 5.4%
$55.86 - $76.98 $24.6K - $33.9K
8.58K $581K
LTC
Ltc Properties Inc

Real Estate
100
+ 0.18%
$32.83 - $36.24 $3.28K - $3.62K
57K $1.97M
DMLP
Dorchester Minerals, L.P.

Energy
3.85K
+ 5.47%
$26.77 - $30.37 $103K - $117K
74.2K $2.07M
IEX
Idex Corp

Industrials
102
+ 0.77%
$160.66 - $191.29 $16.4K - $19.5K
13.4K $2.35M
AON
Aon PLC

Financial Services
14
+ 1.0%
$335.85 - $398.81 $4.7K - $5.58K
1.41K $504K
APD
Air Products & Chemicals, Inc.

Basic Materials
62
+ 1.13%
$248.61 - $294.96 $15.4K - $18.3K
5.55K $1.57M
EMN
Eastman Chemical CO

Basic Materials
2.27K
+ 13.36%
$72.7 - $88.29 $165K - $200K
19.2K $1.44M
CTRA
Coterra Energy Inc.

Energy
3.93K
+ 8.27%
$22.6 - $29.07 $88.9K - $114K
51.5K $1.31M
MUR
Murphy Oil Corp

Energy
257
+ 2.02%
$19.62 - $29.21 $5.04K - $7.51K
13K $292K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
81
+ 2.86%
$421.16 - $509.5 $34.1K - $41.3K
2.91K $1.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
39.2K
+ 1450.54%
$87.84 - $1441.89 $3.44M - $56.4M
41.8K $3.77M
MFA
Mfa Financial, Inc.

Real Estate
5.47K
+ 2.9%
$8.17 - $10.35 $44.7K - $56.7K
194K $1.84M
UPS
United Parcel Service Inc

Industrials
2.53K
+ 6.42%
$91.92 - $110.2 $233K - $279K
41.9K $4.23M
PAA
Plains All American Pipeline LP

Energy
320
+ 0.46%
$16.03 - $20.28 $5.13K - $6.49K
69.9K $1.28M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
28
+ 0.57%
$212.1 - $244.27 $5.94K - $6.84K
4.91K $1.07M
ET
Energy Transfer LP

Energy
584
+ 0.18%
$15.65 - $18.93 $9.14K - $11.1K
318K $5.77M
EOG
Eog Resources Inc

Energy
1.34K
+ 3.84%
$104.61 - $129.97 $140K - $174K
36.1K $4.32M
BSM
Black Stone Minerals, L.P.

Energy
1.51K
+ 2.06%
$12.78 - $15.36 $19.3K - $23.2K
75K $980K
UNP
Union Pacific Corp

Industrials
267
+ 0.75%
$208.27 - $238.46 $55.6K - $63.7K
36K $8.27M
GIS
General Mills Inc

Consumer Defensive
2.06K
+ 5.51%
$50.37 - $60.97 $104K - $126K
39.5K $2.04M
RLI
Rli Corp

Financial Services
1.14K
+ 3.21%
$71.27 - $80.82 $81.5K - $92.5K
36.8K $2.66M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
9.4K
+ 859.51%
$105.72 - $1416.0 $994K - $13.3M
10.5K $1.17M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.38K
+ 6.69%
$90.21 - $112.66 $124K - $155K
22K $2.01M
OKE
Oneok Inc

Energy
665
+ 2.92%
$78.71 - $100.37 $52.3K - $66.7K
23.4K $1.91M
VZ
Verizon Communications Inc

Communication Services
1.87K
+ 0.9%
$41.67 - $45.62 $77.8K - $85.2K
210K $9.11M
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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