Independent Advisor Alliance New Holdings in Q2 2025

Independent Advisor Alliance

  • $3.36 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
16.2K
New
$171.4 - $227.1 $2.78M - $3.68M
16.2K $3.68M
EXEL
Exelixis, Inc.

Healthcare
77.4K
New
$34.13 - $46.26 $2.64M - $3.58M
77.4K $3.41M
ERJ
Embraer S.A.

Industrials
56.9K
New
$40.42 - $56.91 $2.3M - $3.24M
56.9K $3.24M
FIX
Comfort Systems Usa Inc

Industrials
5.86K
New
$296.51 - $536.21 $1.74M - $3.14M
5.86K $3.14M
ESLT
Elbit Systems LTD

Industrials
5.98K
New
$364.73 - $454.9 $2.18M - $2.72M
5.98K $2.69M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
52.7K
New
$25.35 - $64.65 $1.34M - $3.41M
52.7K $2.63M
EAT
Brinker International, Inc

Consumer Cyclical
13.7K
New
$128.68 - $181.78 $1.77M - $2.5M
13.7K $2.48M
FXN
First Tr Exchange Traded Fd Fi

ETFs
157K
New
$12.88 - $16.75 $2.02M - $2.62M
157K $2.38M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
46.3K
New
$40.64 - $47.27 $1.88M - $2.19M
46.3K $2.16M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
6.84K
New
$179.95 - $278.88 $1.23M - $1.91M
6.84K $1.91M
XLK
Technology Sector Spdr

ETFs
7.21K
New
$179.73 - $253.23 $1.3M - $1.83M
7.21K $1.83M
IGE
Ishares Tr North Amern Nat Res

ETFs
40.7K
New
$38.21 - $46.01 $1.56M - $1.87M
40.7K $1.8M
CCBG
Capital City Bank Group Inc

Financial Services
40.7K
New
$33.01 - $39.35 $1.34M - $1.6M
40.7K $1.6M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
33.2K
New
$47.02 - $47.83 $1.56M - $1.59M
33.2K $1.59M
ITA
Ishares Tr

ETFs
7.62K
New
$135.31 - $188.64 $1.03M - $1.44M
7.62K $1.44M
SRAD
Sportradar Group Ag

Technology
43.9K
New
$20.32 - $28.08 $892K - $1.23M
43.9K $1.23M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
27.8K
New
$36.36 - $41.4 $1.01M - $1.15M
27.8K $1.15M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.92K
New
$456.74 - $568.03 $876K - $1.09M
1.92K $1.09M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
23.1K
New
$37.51 - $45.52 $868K - $1.05M
23.1K $1.05M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.88K
New
$224.16 - $285.86 $645K - $822K
2.88K $822K
XLV
Select Sector Spdr Fund Health

ETFs
5.1K
New
$128.77 - $144.3 $657K - $736K
5.1K $687K
VOX
Vanguard Communication Service

ETFs
3.98K
New
$133.12 - $171.03 $529K - $680K
3.98K $679K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
12.3K
New
$41.45 - $54.46 $510K - $670K
12.3K $640K
AVB
Avalonbay Communities Inc

Real Estate
3.02K
New
$187.23 - $215.61 $566K - $652K
3.02K $615K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
11.3K
New
$47.29 - $53.34 $533K - $602K
11.3K $593K
XLI
Industrial Sector Spdr

ETFs
4.01K
New
$116.42 - $147.52 $467K - $592K
4.01K $591K
PULS
Pgim ETF Tr

ETFs
11.3K
New
$49.39 - $49.76 $560K - $564K
11.3K $564K
SMR
Nuscale Power Corp

Industrials
13.9K
New
$12.6 - $43.24 $176K - $603K
13.9K $551K
DRSK
ETF Ser Solutions Aptus Define

ETFs
18.5K
New
$26.75 - $28.79 $494K - $532K
18.5K $530K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
4.84K
New
$83.67 - $109.12 $405K - $528K
4.84K $527K
BALL
Ball Corp

Consumer Cyclical
9.22K
New
$44.94 - $56.99 $415K - $526K
9.22K $517K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
9.08K
New
N/A
9.08K $506K
OSCV
Opus Small Cap Value ETF

ETFs
14K
New
$31.34 - $36.29 $439K - $509K
14K $506K
IVE
Ishares S&P 500 Value ETF

ETFs
2.58K
New
$168.34 - $195.42 $434K - $504K
2.58K $503K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
9.82K
New
$40.85 - $48.2 $401K - $473K
9.82K $473K
VCR
Vanguard Consumer Discretionar

ETFs
1.3K
New
$290.42 - $364.35 $378K - $474K
1.3K $471K
RL
Ralph Lauren Corp

Consumer Cyclical
1.67K
New
$182.34 - $286.22 $305K - $478K
1.67K $458K
IVW
Ishares S&P 500 Growth ETF

ETFs
4K
New
$82.96 - $110.1 $332K - $440K
4K $440K
TOST
Toast, Inc.

Technology
9.83K
New
$30.03 - $45.23 $295K - $444K
9.83K $435K
CAMT
Camtek LTD

Technology
4.88K
New
$50.56 - $84.56 $247K - $413K
4.88K $412K
PWB
Invesco Exchange Traded Fd Tr

ETFs
3.51K
New
$86.24 - $117.44 $303K - $412K
3.51K $412K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.2K
New
$85.42 - $94.39 $359K - $396K
4.2K $394K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.06K
New
$101.93 - $128.63 $312K - $394K
3.06K $393K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
3.15K
New
$49.95 - $128.54 $157K - $405K
3.15K $391K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.7K
New
$108.06 - $135.3 $292K - $366K
2.7K $365K
BCBP
Bcb Bancorp Inc

Financial Services
42.9K
New
$7.7 - $9.91 $330K - $425K
42.9K $360K
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.73K
New
$70.56 - $92.75 $263K - $346K
3.73K $335K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.06K
New
$65.84 - $80.81 $267K - $328K
4.06K $325K
TECK
Teck Resources LTD

Basic Materials
7.95K
New
$29.05 - $41.48 $231K - $330K
7.95K $321K
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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