Independent Advisor Alliance Reduced Holdings in Q1 2025

Independent Advisor Alliance

  • $2.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.95M
- 96.11%
$64.88 - $72.1 $191M - $213M
119K $7.85M
SPYG
Spdr Portfolio

ETFs
-1.58M
- 98.82%
$80.05 - $92.39 $126M - $146M
18.8K $1.51M
IVV
Ishares Core S&P 500 ETF

ETFs
-211K
- 96.43%
$554.06 - $615.85 $117M - $130M
7.8K $4.38M
SPY
Spdr S&P 500 ETF Trust

ETFs
-201K
- 96.54%
$551.42 - $612.93 $111M - $123M
7.22K $4.04M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.53M
- 98.21%
$49.78 - $53.19 $76M - $81.2M
27.8K $1.42M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-148K
- 93.87%
$468.34 - $539.52 $69.1M - $79.6M
9.64K $4.52M
VIG
Vanguard Dividend Appreciation

ETFs
-395K
- 99.35%
N/A
2.6K $473K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-863K
- 99.66%
$78.0 - $84.37 $67.3M - $72.8M
2.97K $237K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.4M
- 98.52%
$40.03 - $46.81 $55.9M - $65.4M
21K $857K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.51M
- 99.4%
$29.34 - $31.31 $44.3M - $47.2M
9.16K $272K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.42M
- 98.37%
$27.64 - $28.58 $39.3M - $40.7M
23.5K $672K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.34M
- 96.51%
$27.01 - $28.54 $36.3M - $38.3M
48.5K $1.36M
VUG
Vanguard Growth ETF

ETFs
-83.1K
- 95.91%
$369.1 - $427.61 $30.7M - $35.5M
3.54K $1.31M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.15M
- 98.92%
$25.54 - $27.64 $29.5M - $31.9M
12.6K $343K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-255K
- 95.1%
$102.49 - $119.96 $26.1M - $30.5M
13.1K $1.37M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-471K
- 94.09%
$57.21 - $65.8 $26.9M - $31M
29.5K $1.72M
VTI
Vanguard Total Stock Market Et

ETFs
-91K
- 70.6%
$271.18 - $303.12 $24.7M - $27.6M
37.9K $10.4M
XLF
Financial Sector Spdr

ETFs
-547K
- 98.66%
$47.32 - $52.19 $25.9M - $28.5M
7.41K $368K
SPMD
Spdr Portfolio

ETFs
-450K
- 96.32%
$50.21 - $57.73 $22.6M - $26M
17.2K $879K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-848K
- 87.44%
$24.91 - $29.02 $21.1M - $24.6M
122K $3.05M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-1.11M
- 97.25%
$21.23 - $22.14 $23.5M - $24.6M
31.4K $692K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-175K
- 98.46%
$128.74 - $138.67 $22.5M - $24.2M
2.73K $370K
FTCS
First Trust Capital Strength E

ETFs
-247K
- 98.83%
$86.39 - $91.35 $21.4M - $22.6M
2.92K $261K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-218K
- 92.46%
$89.18 - $104.04 $19.4M - $22.6M
17.8K $1.62M
VO
Vanguard Mid Cap ETF

ETFs
-80.6K
- 97.23%
$251.87 - $277.95 $20.3M - $22.4M
2.3K $594K
VGSH
Vanguard

ETFs
-346K
- 92.29%
$58.07 - $58.69 $20.1M - $20.3M
28.9K $1.7M
XLY
Select Sector Spdr Consumer Di

ETFs
-86.8K
- 97.44%
$192.6 - $233.2 $16.7M - $20.2M
2.28K $450K
VB
Vanguard Small Cap ETF

ETFs
-76.1K
- 97.8%
$217.89 - $252.64 $16.6M - $19.2M
1.71K $378K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-360K
- 97.82%
$50.03 - $50.27 $18M - $18.1M
8.02K $401K
TSLA
Tesla, Inc.

Consumer Cyclical
-3.03K
- 2.59%
$222.15 - $428.22 $674K - $1.3M
114K $29.6M
VEA
Vanguard Ftse Developed Market

ETFs
-365K
- 98.31%
$47.4 - $52.99 $17.3M - $19.4M
6.27K $318K
VTV
Vanguard Value ETF

ETFs
-97.4K
- 80.99%
$167.73 - $179.21 $16.3M - $17.5M
22.9K $3.95M
MSFT
Microsoft Corp

Technology
-2.49K
- 0.76%
$375.39 - $447.2 $936K - $1.11M
324K $121M
IEFA
Ishares Tr

ETFs
-199K
- 87.08%
$69.57 - $78.65 $13.8M - $15.6M
29.5K $2.23M
AVGO
Broadcom Inc.

Technology
-2.3K
- 1.11%
$167.43 - $244.7 $384K - $562K
205K $34.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-33.2K
- 85.57%
$360.07 - $417.26 $11.9M - $13.8M
5.59K $2.02M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-105K
- 98.13%
$126.11 - $135.06 $13.2M - $14.2M
2K $257K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-341K
- 94.81%
$36.91 - $41.03 $12.6M - $14M
18.7K $740K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-242K
- 66.26%
$48.31 - $49.23 $11.7M - $11.9M
123K $6.06M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-264K
- 92.32%
$42.5 - $46.71 $11.2M - $12.3M
21.9K $993K
GOOGL
Alphabet Inc.

Communication Services
-9.79K
- 3.44%
$154.33 - $206.19 $1.51M - $2.02M
275K $42.5M
VGT
Vanguard Information Technolog

ETFs
-17.4K
- 94.91%
$542.38 - $646.34 $9.43M - $11.2M
932 $505K
MBB
Ishares Tr

ETFs
-117K
- 77.26%
$90.37 - $94.08 $10.6M - $11M
34.5K $3.23M
IGM
Ishares Expanded Tech Sector E

ETFs
-102K
- 96.04%
$90.67 - $108.46 $9.23M - $11M
4.19K $380K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-108K
- 65.34%
$95.85 - $99.25 $10.4M - $10.7M
57.3K $5.67M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-269K
- 82.09%
$37.07 - $40.63 $9.99M - $10.9M
58.8K $2.31M
MUB
Ishares National Muni Bond ETF

ETFs
-92.4K
- 72.59%
$104.71 - $107.69 $9.68M - $9.96M
34.9K $3.68M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-112K
- 77.42%
$85.29 - $92.57 $9.52M - $10.3M
32.6K $2.97M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-89.7K
- 95.68%
$105.1 - $109.61 $9.43M - $9.84M
4.05K $440K
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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