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
VAW
Vanguard Materials ETF

ETFs
1.56K
New
$163.82 - $196.64 $256K - $307K
1.56K $304K
XLE
Energy Sector Spdr

ETFs
3.59K
New
$76.44 - $94.13 $275K - $338K
3.59K $304K
ELAN
Elanco Animal Health Inc

Healthcare
21.1K
New
$8.1 - $14.3 $171K - $302K
21.1K $301K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
669
New
$376.48 - $440.65 $252K - $295K
669 $294K
EFG
Msci Eafe Growth ETF

ETFs
2.59K
New
$89.8 - $112.0 $233K - $290K
2.59K $290K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
9.36K
New
$28.36 - $31.3 $265K - $293K
9.36K $288K
CRDO
Credo Technology Group Holding LTD

Technology
3.03K
New
$33.3 - $95.05 $101K - $288K
3.03K $280K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
2.52K
New
$91.62 - $109.97 $231K - $277K
2.52K $276K
GME
Game Stop Corp.

Consumer Cyclical
11K
New
$21.1 - $35.01 $232K - $384K
11K $267K
VKTX
Viking Therapeutics, Inc.

Healthcare
9.87K
New
$19.98 - $29.49 $197K - $291K
9.87K $261K
RMD
Resmed Inc

Healthcare
1K
New
$204.54 - $258.0 $205K - $258K
1K $258K
CRK
Comstock Resources Inc

Energy
9.15K
New
$17.12 - $30.74 $157K - $281K
9.15K $253K
SCCO
Southern Copper Corp

Basic Materials
2.44K
New
$75.63 - $104.64 $185K - $255K
2.44K $246K
IBND
Spdr Bloomberg International C

ETFs
7.47K
New
$29.46 - $32.59 $220K - $244K
7.47K $243K
FLRN
Spdr Bloomberg Investment Grad

ETFs
7.82K
New
$30.29 - $30.83 $237K - $241K
7.82K $241K
TD
Toronto Dominion Bank

Financial Services
3.28K
New
$55.71 - $73.45 $183K - $241K
3.28K $240K
CHWY
Chewy, Inc.

Consumer Cyclical
5.6K
New
$31.21 - $48.21 $175K - $270K
5.6K $238K
UTHR
United Therapeutics Corp

Healthcare
798
New
$276.47 - $328.4 $221K - $262K
798 $229K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.11K
New
$72.02 - $73.82 $224K - $229K
3.11K $228K
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.22K
New
$54.6 - $70.83 $176K - $228K
3.22K $228K
XLB
Select Sector Spdr Fd Material

ETFs
2.59K
New
$74.27 - $88.92 $193K - $231K
2.59K $227K
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.17K
New
$99.97 - $129.69 $216K - $281K
2.17K $225K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
3K
New
$59.57 - $75.11 $179K - $225K
3K $225K
HII
Huntington Ingalls Industries, Inc.

Industrials
924
New
$183.31 - $241.46 $169K - $223K
924 $223K
CCJ
Cameco Corp

Energy
3.01K
New
$36.68 - $74.46 $110K - $224K
3.01K $223K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.07K
New
$68.13 - $74.77 $209K - $229K
3.07K $223K
XLC
Select Sector Spdr Tr Communic

ETFs
2.04K
New
$86.13 - $108.53 $176K - $221K
2.04K $221K
FLLA
Franklin Templeton ETF Tr

ETFs
9.85K
New
$17.7 - $22.06 $174K - $217K
9.85K $213K
ON
On Semiconductor Corp

Technology
4.06K
New
$31.95 - $54.21 $130K - $220K
4.06K $212K
ROK
Rockwell Automation, Inc

Industrials
641
New
$218.97 - $332.17 $140K - $213K
641 $212K
IYW
Ishares Dj Us Tech ETF

ETFs
1.2K
New
$122.57 - $173.27 $147K - $207K
1.2K $207K
ACMR
Acm Research, Inc.

Technology
8K
New
$18.33 - $26.51 $147K - $212K
8K $207K
HLI
Houlihan Lokey, Inc.

Financial Services
1.14K
New
$141.59 - $182.75 $162K - $209K
1.14K $205K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.65K
New
$103.88 - $123.68 $172K - $204K
1.65K $204K
LDOS
Leidos Holdings, Inc.

Technology
1.29K
New
$132.9 - $160.3 $172K - $207K
1.29K $203K
AVAV
Aero Vironment Inc

Industrials
709
New
$111.65 - $284.95 $79.2K - $202K
709 $202K
GLDM
World Gold Trust

ETFs
3.06K
New
$58.96 - $67.97 $180K - $208K
3.06K $200K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
11.3K
New
$12.59 - $16.6 $142K - $188K
11.3K $158K
ACHR
Archer Aviation Inc.

Industrials
13.2K
New
$6.2 - $13.3 $82.1K - $176K
13.2K $143K
SWBI
Smith & Wesson Brands, Inc.

Industrials
16.1K
New
$8.48 - $10.88 $137K - $176K
16.1K $140K
CXDO
Crexendo, Inc.

Communication Services
21.8K
New
$4.12 - $6.07 $90K - $133K
21.8K $132K
CDXC
Chroma Dex Corp.

Healthcare
21.3K
New
$5.42 - $7.08 $115K - $151K
21.3K $130K
LC
Lending Club Corp

Financial Services
10.4K
New
$8.56 - $12.03 $88.8K - $125K
10.4K $124K
VALE
Vale S.A.

Basic Materials
10.9K
New
$8.26 - $10.1 $89.7K - $110K
10.9K $105K
AUR
Aurora Innovation, Inc.

Technology
12.3K
New
$5.17 - $8.14 $63.6K - $100K
12.3K $64K
KGEIF
Kolibri Global Energy Inc.
14.4K
New
N/A
14.4K $55K
IAUX
I 80 Gold Corp.
62.6K
New
$0.49 - $0.72 $30.7K - $45.1K
62.6K $37K
RIG
Transocean Ltd.

Energy
10K
New
$2.13 - $3.32 $21.3K - $33.2K
10K $25K
KIND
Nextdoor Holdings, Inc.

Communication Services
10.7K
New
$1.36 - $1.66 $14.6K - $17.8K
10.7K $17K
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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