Independent Advisor Alliance New Holdings in Q1 2025

Independent Advisor Alliance

  • $2.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGX
Argan Inc

Industrials
23.4K
New
$104.05 - $185.35 $2.44M - $4.34M
23.4K $3.07M
VNET
Vnet Group, Inc.

Technology
347K
New
$4.95 - $14.68 $1.72M - $5.1M
347K $2.85M
ARGX
Argenx Se

Healthcare
4.48K
New
$571.0 - $671.75 $2.56M - $3.01M
4.48K $2.65M
ALK
Alaska Air Group, Inc.

Industrials
42K
New
$49.22 - $76.6 $2.07M - $3.22M
42K $2.07M
ADMA
Adma Biologics, Inc.

Healthcare
89.5K
New
$15.44 - $20.61 $1.38M - $1.84M
89.5K $1.78M
CNK
Cinemark Holdings, Inc.

Communication Services
61.6K
New
$23.74 - $33.06 $1.46M - $2.03M
61.6K $1.53M
LRN
Stride, Inc.

Consumer Defensive
10.3K
New
$106.34 - $142.28 $1.09M - $1.46M
10.3K $1.3M
PSIX
Power Solutions International, Inc.

Industrials
42.9K
New
$25.28 - $43.7 $1.09M - $1.88M
42.9K $1.09M
STEP
Step Stone Group Inc.

Financial Services
15.6K
New
$47.81 - $64.82 $744K - $1.01M
15.6K $812K
ESGR
Enstar Group LTD

Financial Services
2.09K
New
$324.4 - $333.99 $676K - $696K
2.09K $693K
ERIE
Erie Indemnity CO

Financial Services
1.07K
New
$377.62 - $450.61 $404K - $483K
1.07K $448K
DBA
Invesco Db Agriculture Fund

ETFs
16.5K
New
$26.05 - $28.38 $431K - $470K
16.5K $435K
SFBS
Servis First Bancshares, Inc.

Financial Services
5.21K
New
$80.8 - $93.58 $421K - $487K
5.21K $430K
DBO
Invesco Db Oil Fund

ETFs
26.5K
New
$13.36 - $15.88 $354K - $421K
26.5K $379K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
12.1K
New
$24.39 - $35.22 $295K - $426K
12.1K $358K
CELH
Celsius Holdings, Inc.

Consumer Defensive
9.94K
New
$21.28 - $35.62 $211K - $354K
9.94K $353K
CRS
Carpenter Technology Corp

Industrials
1.95K
New
$172.39 - $212.53 $335K - $414K
1.95K $352K
BCS
Barclays PLC

Financial Services
22.7K
New
$12.69 - $16.25 $288K - $369K
22.7K $348K
OTTR
Otter Tail Corp

Utilities
4.24K
New
$72.43 - $83.38 $307K - $353K
4.24K $340K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
5.23K
New
$60.91 - $71.4 $318K - $373K
5.23K $324K
DKL
Delek Logistics Partners, LP

Energy
6.83K
New
$40.02 - $45.32 $273K - $310K
6.83K $295K
MKL
Markel Corp

Financial Services
153
New
$1660.14 - $2059.83 $254K - $315K
153 $286K
BXP
Boston Properties Inc

Real Estate
4.22K
New
$63.97 - $74.91 $270K - $316K
4.22K $283K
BIDU
Baidu, Inc.

Communication Services
2.96K
New
$77.43 - $102.51 $229K - $304K
2.96K $272K
IXP
Ishares Global Comm Services E

ETFs
2.77K
New
$95.48 - $106.93 $265K - $296K
2.77K $268K
BXSL
Blackstone Secured Lending Fund

Financial Services
8.22K
New
$31.3 - $34.5 $257K - $284K
8.22K $265K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
17.3K
New
$14.59 - $23.31 $252K - $403K
17.3K $252K
QBTS
D Wave Quantum Inc.

Technology
32.5K
New
$3.83 - $11.18 $124K - $363K
32.5K $246K
SNY
Sanofi

Healthcare
4.24K
New
$48.15 - $59.42 $204K - $252K
4.24K $235K
ARLP
Alliance Resource Partners LP

Energy
8.36K
New
$24.47 - $29.24 $205K - $245K
8.36K $228K
COOP
Mr. Cooper Group Inc.

Financial Services
1.91K
New
$91.4 - $119.6 $175K - $229K
1.91K $228K
WCN
Waste Connections, Inc.

Industrials
1.13K
New
$169.89 - $195.19 $192K - $220K
1.13K $220K
L
Loews Corp

Financial Services
2.35K
New
$81.13 - $91.91 $191K - $216K
2.35K $216K
CRNT
Ceragon Networks LTD

Technology
91.8K
New
$2.35 - $5.48 $216K - $503K
91.8K $215K
CHTR
Charter Communications, Inc.

Communication Services
582
New
$334.89 - $384.77 $195K - $224K
582 $214K
DOCS
Doximity, Inc.

Healthcare
3.67K
New
$49.71 - $83.14 $183K - $305K
3.67K $213K
EQH
Equitable Holdings, Inc.

Financial Services
4.06K
New
$47.64 - $55.68 $194K - $226K
4.06K $211K
TAP
Molson Coors Beverage CO

Consumer Defensive
3.44K
New
$52.44 - $62.91 $180K - $216K
3.44K $209K
TPR
Tapestry, Inc.

Consumer Cyclical
2.9K
New
$65.63 - $89.21 $190K - $259K
2.9K $204K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.72K
New
$96.27 - $116.36 $166K - $200K
1.72K $200K
ABSI
Absci Corp

Healthcare
68.7K
New
$2.51 - $5.82 $172K - $400K
68.7K $172K
IVZ
Invesco Ltd.

Financial Services
11.2K
New
$14.82 - $19.34 $166K - $217K
11.2K $170K
RGTI
Rigetti Computing, Inc.

Technology
17.8K
New
$6.05 - $19.51 $108K - $348K
17.8K $141K
PATH
Ui Path, Inc.

Technology
11.5K
New
$9.97 - $15.19 $115K - $175K
11.5K $118K
NU
Nu Holdings Ltd.

Financial Services
10.7K
New
$10.12 - $13.95 $108K - $149K
10.7K $109K
CNHI
Cnh Industrial N.V.

Industrials
10.5K
New
N/A
10.5K $109K
COMP
Compass, Inc.

Technology
11.1K
New
$5.35 - $10.24 $59.6K - $114K
11.1K $97K
LUMN
Lumen Technologies, Inc.

Communication Services
21.2K
New
$3.92 - $5.92 $83.1K - $126K
21.2K $83K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
21.9K
New
$2.86 - $9.78 $62.6K - $214K
21.9K $62K
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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