Independent Advisor Alliance Reduced Holdings in Q4 2024

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XPO
Xpo Logistics, Inc.

Industrials
-5.3K
- 21.93%
$105.35 - $158.2 $558K - $839K
18.9K $2.47M
ROP
Roper Technologies Inc

Industrials
-4
- 0.12%
$519.85 - $575.95 $2.08K - $2.3K
3.29K $1.71M
CCK
Crown Holdings Inc

Consumer Cyclical
-481
- 7.63%
$81.89 - $97.79 $39.4K - $47K
5.82K $481K
BWA
Borgwarner Inc

Consumer Cyclical
-945
- 4.75%
$31.48 - $35.49 $29.7K - $33.5K
18.9K $601K
HRL
Hormel Foods Corp

Consumer Defensive
-2.95K
- 7.2%
$29.21 - $33.55 $86.1K - $98.9K
38K $1.19M
TREX
Trex CO Inc

Industrials
-1.77K
- 25.77%
$62.94 - $79.88 $111K - $141K
5.09K $351K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.31K
- 8.97%
$57.53 - $60.83 $75.2K - $79.5K
13.3K $762K
WD
Walker & Dunlop, Inc.

Financial Services
-328
- 8.65%
$95.69 - $116.27 $31.4K - $38.1K
3.47K $336K
EA
Electronic Arts Inc.

Communication Services
-762
- 10.1%
$140.69 - $167.97 $107K - $128K
6.78K $992K
MDB
Mongo Db, Inc.

Technology
-121
- 7.98%
$232.81 - $350.13 $28.2K - $42.4K
1.4K $324K
GB
Global Blue Group Holding Ag

Technology
-18.1K
- 43.2%
$5.05 - $6.93 $91.4K - $125K
23.8K $164K
SCHW
Schwab Charles Corp

Financial Services
-5.86K
- 14.58%
$63.31 - $82.85 $371K - $486K
34.3K $2.54M
BITF
Bitfarms LTD

Financial Services
-1.83K
- 1.87%
$1.49 - $2.69 $2.72K - $4.91K
96K $143K
RE
Everest Re Group LTD

Financial Services
-165
- 12.68%
N/A
1.14K $421K
FNV
Franco Nevada Corp

Basic Materials
-259
- 7.24%
$113.26 - $137.22 $29.3K - $35.5K
3.32K $390K
SUN
Sunoco LP

Energy
-679
- 8.3%
$50.8 - $56.82 $34.5K - $38.6K
7.5K $385K
TTE
Total Energies Se

Energy
-736
- 6.12%
N/A
11.3K $774K
SLG
Sl Green Realty Corp

Real Estate
-78
- 0.31%
$66.24 - $81.13 $5.17K - $6.33K
24.9K $1.69M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-1.36K
- 8.28%
$131.26 - $163.78 $178K - $222K
15K $2.25M
APH
Amphenol Corp

Technology
-1.17K
- 14.18%
$62.07 - $75.35 $72.4K - $87.9K
7.06K $490K
STAG
Stag Industrial, Inc.

Real Estate
-220
- 3.17%
$33.22 - $39.1 $7.31K - $8.6K
6.71K $226K
SON
Sonoco Products CO

Consumer Cyclical
-92
- 1.38%
$48.6 - $54.89 $4.47K - $5.05K
6.59K $321K
TME
Tencent Music Entertainment Group

Communication Services
-2.79K
- 18.13%
$10.67 - $13.73 $29.8K - $38.3K
12.6K $142K
PAA
Plains All American Pipeline LP

Energy
-1.27K
- 1.79%
$16.27 - $18.67 $20.7K - $23.7K
69.6K $1.19M
LAMR
Lamar Advertising CO

Real Estate
-115
- 4.95%
$121.37 - $138.11 $14K - $15.9K
2.21K $268K
ALL
Allstate Corp

Financial Services
-535
- 2.61%
$181.25 - $208.2 $97K - $111K
20K $3.85M
RACE
Ferrari N.V.

Consumer Cyclical
-13
- 1.88%
$422.83 - $490.34 $5.5K - $6.37K
679 $288K
SLGN
Silgan Holdings Inc

Consumer Cyclical
-285
- 0.88%
$50.6 - $57.53 $14.4K - $16.4K
32.1K $1.67M
AER
Aer Cap Holdings N.V.

Industrials
-328
- 9.59%
$91.85 - $100.3 $30.1K - $32.9K
3.09K $296K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
-3.35K
- 5.48%
$13.23 - $15.48 $44.3K - $51.9K
57.8K $808K
EQT
Eqt Corp

Energy
-3.81K
- 23.92%
$35.62 - $46.89 $136K - $179K
12.1K $558K
FORA
Forian Inc.

Healthcare
-10.3K
- 40.31%
$2.0 - $2.2 $20.6K - $22.6K
15.2K $31K
TLRY
Tilray Brands, Inc.

Healthcare
-2.36K
- 5.44%
$1.16 - $1.77 $2.73K - $4.17K
41K $54K
NRZ
New Residential Investment Corp.

Real Estate
-2.66K
- 1.19%
N/A
222K $1.61M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-39
- 3.67%
$424.05 - $524.22 $16.5K - $20.4K
1.02K $476K
LCID
Lucid Group, Inc.

Consumer Cyclical
-2.58K
- 15.86%
$2.01 - $3.44 $5.19K - $8.88K
13.7K $41K
ALE
Allete Inc

Utilities
-231
- 6.61%
$63.98 - $65.24 $14.8K - $15.1K
3.26K $211K
ESS
Essex Property Trust, Inc.

Real Estate
-36
- 1.87%
N/A
1.89K $515K
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
-408
- 3.06%
$1.62 - $2.34 $661 - $955
12.9K $22K
UUUU
Energy Fuels Inc

Energy
-781
- 6.85%
$5.11 - $7.29 $3.99K - $5.69K
10.6K $54K
POWW
Ammo, Inc.

Industrials
-1.57K
- 9.49%
$0.98 - $1.36 $1.54K - $2.14K
15K $16K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-84
- 1.83%
N/A
4.49K $291K
NOVT
Novanta Inc

Technology
-27
- 0.72%
N/A
3.7K $583K
PETS
Petmed Express Inc

Healthcare
-7.22K
- 24.99%
$3.7 - $6.6 $26.7K - $47.7K
21.7K $104K
MMLP
Martin Midstream Partners L.P.

Energy
-291
- 1.81%
$3.59 - $4.02 $1.04K - $1.17K
15.8K $56K
PMVP
Pmv Pharmaceuticals, Inc.

Healthcare
-759
- 5.72%
$1.47 - $1.78 $1.12K - $1.35K
12.5K $18K
DWAC
Digital World Acquisition Corp.

Financial Services
-1.14K
- 11.22%
N/A
8.99K $0
GCT
Giga Cloud Technology Inc.

Technology
-426
- 2.19%
N/A
19K $0
FSCO
Fs Cr Opportunities Corp Com
-7.81K
- 24.91%
N/A
23.6K $0
Activity Summary
Buys All Purchases 1194 New Holdings 688 Increased Positions 506 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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