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
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-393K
- 97.41%
$22.25 - $23.0 $8.75M - $9.04M
10.5K $240K
XLP
Consumer Staples Sector Spdr

ETFs
-113K
- 96.64%
N/A
3.95K $300K
IWM
Ishares Russell 2000 ETF

ETFs
-38.3K
- 96.96%
$198.1 - $229.79 $7.58M - $8.79M
1.2K $238K
FVD
First Tr Value Line Divid Inde

ETFs
-185K
- 52.06%
$42.61 - $45.51 $7.86M - $8.4M
170K $7.58M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-39.8K
- 62.47%
$169.43 - $182.84 $6.74M - $7.28M
23.9K $4.14M
AMD
Advanced Micro Devices Inc

Technology
-13.3K
- 4.34%
$96.63 - $129.55 $1.28M - $1.72M
292K $30M
MITK
Mitek Systems Inc

Technology
-161K
- 10.72%
$8.25 - $11.02 $1.32M - $1.77M
1.34M $11M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-115K
- 90.58%
$48.65 - $53.06 $5.59M - $6.1M
12K $621K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-130K
- 93.59%
$39.02 - $42.89 $5.06M - $5.56M
8.87K $350K
IWY
Ishares Tr Russell 200 Growth

ETFs
-20.5K
- 69.73%
$210.19 - $243.33 $4.31M - $4.99M
8.9K $1.88M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-104K
- 79.06%
$37.35 - $43.35 $3.9M - $4.52M
27.6K $1.05M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-87.9K
- 85.7%
$49.25 - $50.66 $4.33M - $4.45M
14.7K $727K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-288K
- 96.44%
$14.22 - $14.83 $4.09M - $4.27M
10.6K $153K
IEMG
Ishares Inc

ETFs
-72.3K
- 91.48%
N/A
6.73K $361K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-27.4K
- 83.59%
$120.29 - $134.6 $3.29M - $3.68M
5.37K $655K
FDL
First Tr Morningstar Dividend

ETFs
-95.3K
- 48.22%
$39.69 - $43.83 $3.78M - $4.18M
102K $4.44M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-134K
- 93.6%
$23.16 - $27.04 $3.11M - $3.63M
9.19K $215K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-43.1K
- 90.0%
$75.47 - $84.24 $3.26M - $3.63M
4.8K $369K
TTD
Trade Desk, Inc.

Technology
-8.02K
- 20.05%
$53.59 - $126.58 $430K - $1.02M
32K $1.75M
IWD
Ishares Russell 1000 Val ETF

ETFs
-15.9K
- 84.12%
$182.82 - $196.21 $2.9M - $3.11M
3K $563K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-36.6K
- 58.28%
$77.7 - $78.94 $2.84M - $2.89M
26.2K $2.07M
CAT
Caterpillar Inc

Industrials
-3.51K
- 7.09%
$326.75 - $407.63 $1.15M - $1.43M
46K $15.2M
ETN
Eaton Corp PLC

Industrials
-2.3K
- 6.48%
$271.83 - $371.23 $625K - $854K
33.2K $9.03M
ACN
Accenture PLC

Technology
-5.01K
- 17.14%
$300.91 - $398.25 $1.51M - $2M
24.2K $7.56M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-117K
- 91.71%
$22.77 - $22.94 $2.66M - $2.68M
10.6K $242K
ADBE
Adobe Inc.

Technology
-2.61K
- 9.77%
$377.84 - $464.11 $984K - $1.21M
24.1K $9.23M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-101K
- 88.75%
$25.77 - $27.6 $2.59M - $2.78M
12.8K $338K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-117K
- 91.54%
$22.11 - $22.43 $2.59M - $2.63M
10.8K $242K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-91.4K
- 84.91%
$25.58 - $29.24 $2.34M - $2.67M
16.2K $425K
HD
Home Depot, Inc.

Consumer Cyclical
-124
- 0.11%
$347.25 - $424.87 $43.1K - $52.7K
111K $40.6M
WMT
Walmart Inc.

Consumer Defensive
-18.5K
- 5.26%
$84.5 - $105.05 $1.57M - $1.95M
334K $29.3M
XSMO
Invesco S&P Smallcap Momentum

ETFs
-37.1K
- 90.89%
$59.97 - $70.03 $2.22M - $2.6M
3.71K $233K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-60K
- 61.44%
$39.4 - $42.61 $2.37M - $2.56M
37.7K $1.52M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-32.3K
- 84.52%
$74.85 - $84.89 $2.42M - $2.74M
5.92K $483K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-43K
- 42.74%
$58.01 - $64.46 $2.5M - $2.77M
57.7K $3.58M
BX
Blackstone Inc.

Financial Services
-1.09K
- 1.64%
$136.53 - $186.74 $149K - $204K
65.3K $9.13M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-139K
- 77.28%
$14.93 - $16.85 $2.07M - $2.34M
40.8K $616K
PSN
Parsons Corp

Industrials
-21.4K
- 71.48%
$55.35 - $96.44 $1.18M - $2.06M
8.53K $505K
BNDX
Vanguard Total International B

ETFs
-45.1K
- 81.37%
$48.33 - $49.5 $2.18M - $2.23M
10.3K $504K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-41.8K
- 72.69%
$50.82 - $52.7 $2.13M - $2.2M
15.7K $825K
MRVL
Marvell Technology, Inc.

Technology
-9.58K
- 32.15%
$61.57 - $126.06 $590K - $1.21M
20.2K $1.24M
HON
Honeywell International Inc

Industrials
-6.56K
- 14.96%
$202.75 - $226.52 $1.33M - $1.49M
37.3K $7.89M
VONG
Vanguard Russell 1000 Growth E

ETFs
-18.6K
- 76.51%
$92.71 - $107.38 $1.73M - $2M
5.72K $530K
NVO
Novo Nordisk A S

Healthcare
-11K
- 15.11%
$69.3 - $90.95 $761K - $999K
61.7K $4.28M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-20.8K
- 81.76%
$80.73 - $94.96 $1.68M - $1.97M
4.64K $385K
IWP
Ishares Russell Mid Cap Growth

ETFs
-14.6K
- 84.2%
$114.9 - $139.6 $1.68M - $2.04M
2.75K $322K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-20.8K
- 84.18%
$77.33 - $90.16 $1.61M - $1.88M
3.91K $306K
IRM
Iron Mountain Inc

Real Estate
-11.6K
- 29.6%
$82.79 - $111.31 $963K - $1.3M
27.7K $2.38M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-56.9K
- 82.36%
$28.92 - $29.24 $1.64M - $1.66M
12.2K $355K
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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