Independent Advisor Alliance New Holdings in Q3 2025

Independent Advisor Alliance

  • $3.71 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BE
Bloom Energy Corp

Industrials
84.7K
New
$22.13 - $86.27 $1.88M - $7.31M
84.7K $7.17M
TTMI
Ttm Technologies Inc

Technology
88.2K
New
$40.06 - $57.75 $3.53M - $5.09M
88.2K $5.08M
SSRM
Ssr Mining Inc.

Basic Materials
173K
New
$11.8 - $24.58 $2.04M - $4.24M
173K $4.22M
JCPB
J P Morgan Exchange Traded Fd

ETFs
70.6K
New
$46.37 - $47.77 $3.27M - $3.37M
70.6K $3.36M
AVIG
American Centy ETF Tr Avantis

ETFs
76.9K
New
$41.02 - $42.32 $3.15M - $3.25M
76.9K $3.24M
TME
Tencent Music Entertainment Group

Communication Services
122K
New
$19.17 - $26.36 $2.33M - $3.21M
122K $2.84M
WLDN
Willdan Group, Inc.

Industrials
27.5K
New
$63.73 - $120.35 $1.75M - $3.31M
27.5K $2.66M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
12.9K
New
$71.75 - $79.74 $929K - $1.03M
12.9K $1.01M
IWR
Ishares Russell Mid Cap ETF

ETFs
8.31K
New
$92.26 - $97.51 $766K - $810K
8.31K $802K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
5.53K
New
$105.16 - $140.03 $582K - $775K
5.53K $750K
PHYS
Sprott Physical Gold Trust

Financial Services
18.6K
New
$25.02 - $29.62 $466K - $552K
18.6K $551K
POWL
Powell Industries Inc

Industrials
1.49K
New
$205.47 - $304.3 $307K - $454K
1.49K $453K
STRL
Sterling Construction CO Inc

Industrials
1.32K
New
$222.54 - $371.84 $294K - $492K
1.32K $449K
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
9.55K
New
$42.62 - $46.98 $407K - $449K
9.55K $445K
ISSC
Innovative Solutions & Support Inc

Industrials
34.5K
New
$10.9 - $19.73 $376K - $681K
34.5K $414K
UNFI
United Natural Foods Inc

Consumer Defensive
10.8K
New
$22.62 - $37.62 $245K - $407K
10.8K $407K
SCHP
Schwab Strategic Us Tips ETF

ETFs
14.5K
New
$26.44 - $27.1 $384K - $394K
14.5K $391K
W
Wayfair Inc.

Consumer Cyclical
4.39K
New
$51.99 - $90.17 $228K - $396K
4.39K $391K
MP
Mp Materials Corp.

Basic Materials
5.73K
New
$30.03 - $77.13 $172K - $442K
5.73K $384K
WDC
Western Digital Corp

Technology
3.19K
New
$63.84 - $120.06 $203K - $382K
3.19K $382K
EZPW
Ezcorp Inc

Financial Services
18.7K
New
$13.13 - $19.15 $246K - $358K
18.7K $356K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
2.25K
New
$113.83 - $154.45 $256K - $348K
2.25K $347K
SKYW
Skywest Inc

Industrials
3.27K
New
$100.62 - $123.72 $329K - $405K
3.27K $329K
BLBD
Blue Bird Corp

Consumer Cyclical
5.55K
New
$42.75 - $60.86 $237K - $338K
5.55K $319K
VRSN
Verisign Inc

Technology
1.12K
New
$263.02 - $305.98 $294K - $341K
1.12K $312K
NHC
National Healthcare Corp

Healthcare
2.57K
New
$94.48 - $126.41 $243K - $325K
2.57K $312K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
679
New
$311.12 - $482.13 $211K - $327K
679 $309K
FLIN
Franklin Templeton ETF Tr

ETFs
8.19K
New
$37.28 - $39.98 $305K - $327K
8.19K $305K
BIIB
Biogen Inc.

Healthcare
2.17K
New
$122.68 - $148.84 $266K - $323K
2.17K $304K
PPC
Pilgrims Pride Corp

Consumer Defensive
7.31K
New
$40.22 - $50.41 $294K - $369K
7.31K $297K
EMB
Ishares Tr

ETFs
3.06K
New
$91.52 - $95.59 $280K - $292K
3.06K $290K
GTO
Invesco Actively Managed ETF T

ETFs
5.9K
New
$46.43 - $47.91 $274K - $282K
5.9K $280K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
6.84K
New
$39.58 - $40.74 $271K - $279K
6.84K $277K
ITRN
Ituran Location & Control Ltd.

Technology
7.72K
New
$32.8 - $42.59 $253K - $329K
7.72K $275K
MOS
Mosaic CO

Basic Materials
7.75K
New
$30.93 - $37.81 $240K - $293K
7.75K $268K
BKR
Baker Hughes CO

Energy
5.48K
New
$38.68 - $50.55 $212K - $277K
5.48K $266K
QTWO
Q2 Holdings, Inc.

Technology
3.68K
New
$72.39 - $94.97 $266K - $349K
3.68K $266K
MARA
Marathon Digital Holdings, Inc.

Financial Services
11.1K
New
N/A
11.1K $251K
NHI
National Health Investors Inc

Real Estate
3.15K
New
$69.48 - $80.06 $219K - $252K
3.15K $250K
KGC
Kinross Gold Corp

Basic Materials
10.1K
New
$15.19 - $24.85 $153K - $250K
10.1K $249K
AN
Autonation, Inc.

Consumer Cyclical
1.13K
New
$189.27 - $227.18 $214K - $257K
1.13K $247K
PAVE
Global X Fds Us Infrastructure

ETFs
5.12K
New
$44.02 - $47.63 $225K - $244K
5.12K $243K
RGLD
Royal Gold Inc

Basic Materials
1.2K
New
$151.42 - $200.58 $181K - $240K
1.2K $239K
MDB
Mongo Db, Inc.

Technology
770
New
$201.0 - $334.87 $155K - $258K
770 $238K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
6.75K
New
$28.71 - $37.46 $194K - $253K
6.75K $238K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.67K
New
$131.47 - $143.64 $219K - $239K
1.67K $235K
U
Unity Software Inc.

Technology
5.8K
New
$24.01 - $46.53 $139K - $270K
5.8K $232K
LEU
Centrus Energy Corp

Energy
747
New
$166.58 - $315.62 $124K - $236K
747 $231K
APEI
American Public Education Inc

Consumer Defensive
5.8K
New
$28.03 - $39.47 $163K - $229K
5.8K $228K
Activity Summary
Buys All Purchases 583 New Holdings 108 Increased Positions 475 Sells All Sells 323 Reductions 323 Sold out 0 Options Calls 0 Puts 0
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