Independent Advisor Alliance Reduced Holdings in Q2 2025

Independent Advisor Alliance

  • $3.36 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-17.2K
- 1.8%
$172.42 - $223.89 $2.97M - $3.86M
943K $194M
UNH
Unitedhealth Group Inc

Healthcare
-9.3K
- 27.16%
$274.35 - $599.47 $2.55M - $5.58M
25K $7.78M
XOM
Exxon Mobil Corp

Energy
-31.7K
- 9.75%
$99.93 - $119.04 $3.17M - $3.77M
293K $31.6M
ETN
Eaton Corp PLC

Industrials
-22.5K
- 67.82%
$246.52 - $356.99 $5.55M - $8.04M
10.7K $3.82M
KO
Coca Cola CO

Consumer Defensive
-63K
- 15.19%
$68.37 - $73.9 $4.3M - $4.65M
352K $24.9M
PEP
Pepsico Inc

Consumer Defensive
-21.8K
- 20.58%
$128.02 - $151.37 $2.79M - $3.3M
84K $11.1M
CVX
Chevron Corp

Energy
-10.8K
- 8.88%
$133.73 - $168.51 $1.45M - $1.82M
111K $15.9M
FVD
First Tr Value Line Divid Inde

ETFs
-80.3K
- 47.27%
$40.62 - $45.12 $3.26M - $3.63M
89.6K $4.01M
ABBV
Abb Vie Inc.

Healthcare
-1.58K
- 1.37%
$170.16 - $206.27 $269K - $325K
114K $21.1M
LLY
Eli Lilly & CO

Healthcare
-987
- 2.24%
$713.71 - $898.95 $704K - $887K
43.2K $33.6M
COP
Conocophillips

Energy
-9.39K
- 10.55%
$82.66 - $106.1 $776K - $996K
79.6K $7.14M
PG
Procter & Gamble CO

Consumer Defensive
-3.38K
- 2.45%
$157.66 - $172.39 $533K - $583K
135K $21.5M
EME
Emcor Group, Inc.

Industrials
-5.72K
- 93.05%
$342.02 - $534.89 $1.95M - $3.06M
427 $228K
TMUS
T Mobile Us, Inc.

Communication Services
-2.89K
- 6.16%
$220.99 - $268.54 $639K - $776K
44K $10.5M
KMB
Kimberly Clark Corp

Consumer Defensive
-10.9K
- 39.45%
$126.84 - $145.22 $1.38M - $1.58M
16.7K $2.16M
TXN
Texas Instruments Inc

Technology
-8.71K
- 32.63%
N/A
18K $3.5M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-33.1K
- 26.84%
$48.5 - $49.35 $1.61M - $1.63M
90.2K $4.44M
WM
Waste Management Inc

Industrials
-6.37K
- 10.96%
$216.47 - $242.1 $1.38M - $1.54M
51.8K $11.8M
JNJ
Johnson & Johnson

Healthcare
-2.13K
- 2.22%
$146.36 - $159.82 $312K - $341K
93.9K $14.3M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-10.2K
- 57.94%
$153.22 - $199.8 $1.56M - $2.04M
7.4K $1.39M
EXPD
Expeditors International Of Washington Inc

Industrials
-11.5K
- 34.86%
$102.84 - $122.24 $1.18M - $1.4M
21.4K $2.45M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.32K
- 13.15%
$390.26 - $489.06 $516K - $646K
8.72K $3.54M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.57K
- 6.26%
$210.83 - $235.28 $752K - $839K
53.4K $11.9M
ACN
Accenture PLC

Technology
-3.09K
- 12.76%
$279.23 - $323.21 $863K - $999K
21.1K $6.32M
MUB
Ishares National Muni Bond ETF

ETFs
-11.5K
- 32.96%
$102.31 - $105.8 $1.18M - $1.22M
23.4K $2.45M
BMY
Bristol Myers Squibb CO

Healthcare
-2.39K
- 3.14%
$44.12 - $59.6 $105K - $142K
73.7K $3.41M
SBUX
Starbucks Corp

Consumer Cyclical
-10.3K
- 34.53%
$79.69 - $99.41 $820K - $1.02M
19.5K $1.79M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-7.28K
- 30.43%
$152.93 - $181.74 $1.11M - $1.32M
16.6K $3.02M
PFE
Pfizer Inc

Healthcare
-33.3K
- 12.6%
$21.59 - $24.84 $718K - $826K
231K $5.59M
MPLX
Mplx LP

Energy
-18.2K
- 27.53%
$46.68 - $53.89 $848K - $979K
47.8K $2.46M
BHF
Brighthouse Financial, Inc.

Financial Services
-14.6K
- 23.26%
$47.29 - $61.15 $691K - $894K
48.2K $2.59M
AMGN
Amgen Inc

Healthcare
-100
- 0.32%
$262.28 - $309.85 $26.2K - $31K
31.4K $8.78M
FSK
Fs Kkr Capital Corp

Financial Services
-45.9K
- 15.63%
$17.95 - $21.5 $825K - $988K
248K $5.15M
SRE
Sempra Energy

Utilities
-14.6K
- 62.54%
$63.78 - $78.91 $930K - $1.15M
8.73K $661K
UAL
United Airlines Holdings, Inc.

Industrials
-18.5K
- 38.2%
$56.15 - $84.23 $1.04M - $1.55M
29.9K $2.38M
HBAN
Huntington Bancshares Inc

Financial Services
-65.3K
- 69.73%
$12.49 - $16.76 $816K - $1.09M
28.4K $475K
CB
Chubb LTD

Financial Services
-1.77K
- 5.31%
$274.32 - $302.46 $485K - $535K
31.5K $9.14M
VFC
V F Corp

Consumer Cyclical
-33K
- 23.42%
$9.74 - $16.39 $322K - $542K
108K $1.27M
SPG
Simon Property Group Inc

Real Estate
-2.95K
- 3.89%
$140.37 - $171.44 $414K - $505K
72.8K $11.7M
MMM
3 M CO

Industrials
-6.42K
- 23.46%
$126.09 - $154.15 $809K - $990K
20.9K $3.19M
BDX
Becton Dickinson & CO

Healthcare
-1.6K
- 16.68%
$165.15 - $226.42 $265K - $363K
8K $1.38M
INTC
Intel Corp

Technology
-34.1K
- 30.71%
$18.13 - $22.69 $618K - $773K
76.8K $1.72M
MDT
Medtronic PLC

Healthcare
-7.03K
- 12.83%
$80.68 - $88.86 $567K - $625K
47.8K $4.16M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-3.76K
- 28.8%
$99.37 - $134.05 $373K - $503K
9.29K $1.05M
CHE
Chemed Corp

Healthcare
-712
- 31.05%
$486.93 - $619.21 $347K - $441K
1.58K $769K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-35.9K
- 20.38%
$14.97 - $16.79 $537K - $602K
140K $2.34M
NEE
Nextera Energy Inc

Utilities
-5.68K
- 4.48%
$64.11 - $75.0 $364K - $426K
121K $8.41M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-17.8K
- 25.11%
$45.98 - $56.15 $820K - $1M
53.2K $2.99M
MO
Altria Group, Inc.

Consumer Defensive
-6.12K
- 4.6%
$55.56 - $60.91 $340K - $372K
127K $7.43M
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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