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
Te Connectivity PLC
-223
- 2.83%
N/A
7.67K $0
Kenvue Inc
-257
- 0.5%
N/A
50.7K $0
Canadian Pacific Kansas City
-2.26K
- 24.17%
N/A
7.1K $0
Grayscale Ethereum Trust ETF
-4.4K
- 28.74%
N/A
10.9K $0
Oaktree Specialty Lending CO
-7.07K
- 3.59%
N/A
190K $0
Wells Fargo CO New
-55
- 17.19%
N/A
265 $0
Alarum Technologies LTD
-15K
- 41.27%
N/A
21.3K $0
NOK
Nokia Corp

Technology
-20
- 0.14%
$4.13 - $4.95 $82.6 - $99
14.1K $62K
XEL
Xcel Energy Inc

Utilities
-304
- 3.04%
$62.16 - $72.92 $18.9K - $22.2K
9.68K $653K
OKTA
Okta, Inc.

Technology
-310
- 5.27%
$71.81 - $86.11 $22.3K - $26.7K
5.58K $439K
CTRA
Coterra Energy Inc.

Energy
-2.5K
- 4.92%
$22.71 - $27.63 $56.7K - $69K
48.3K $1.23M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.09K
- 2.38%
$112.15 - $127.2 $122K - $139K
44.7K $5.4M
ZS
Zscaler, Inc.

Technology
-15
- 0.68%
$166.99 - $211.99 $2.5K - $3.18K
2.19K $395K
ZM
Zoom Video Communications, Inc.

Technology
-247
- 7.39%
$67.21 - $89.03 $16.6K - $22K
3.1K $252K
USFD
Us Foods Holding Corp.

Consumer Defensive
-69
- 1.49%
$60.65 - $72.33 $4.18K - $4.99K
4.56K $307K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-191
- 6.4%
$101.51 - $140.63 $19.4K - $26.9K
2.79K $350K
GSBC
Great Southern Bancorp, Inc.

Financial Services
-659
- 2.65%
$54.27 - $66.92 $35.8K - $44.1K
24.2K $1.44M
ENB
Enbridge Inc

Energy
-3.28K
- 3.53%
$40.4 - $43.92 $132K - $144K
89.5K $3.8M
R
Ryder System Inc

Industrials
-433
- 4.84%
$138.78 - $170.03 $60.1K - $73.6K
8.52K $1.34M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-1.24K
- 26.35%
$229.85 - $335.91 $285K - $416K
3.46K $1.13M
TM
Toyota Motor Corp

Consumer Cyclical
-72
- 2.16%
$169.2 - $199.52 $12.2K - $14.4K
3.27K $635K
MFC
Manulife Financial Corp

Financial Services
-140
- 0.34%
$29.21 - $32.87 $4.09K - $4.6K
41.4K $1.27M
WIX
Wix.Com Ltd.

Technology
-63
- 4.76%
$156.75 - $229.35 $9.88K - $14.4K
1.26K $270K
GLW
Corning Inc

Technology
-1.41K
- 2.51%
$44.11 - $49.76 $62K - $69.9K
54.6K $2.59M
MPLX
Mplx LP

Energy
-3.53K
- 5.08%
$43.77 - $51.66 $155K - $183K
66K $3.16M
KR
Kroger CO

Consumer Defensive
-718
- 2.11%
$55.21 - $63.3 $39.6K - $45.4K
33.4K $2.04M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.22K
- 2.62%
$55.73 - $66.16 $124K - $147K
82.5K $4.97M
UPST
Upstart Holdings, Inc.

Financial Services
-214
- 4.15%
$37.78 - $84.46 $8.08K - $18.1K
4.94K $304K
FCCO
First Community Corp

Financial Services
-7.14K
- 6.74%
$20.78 - $26.17 $148K - $187K
98.8K $2.37M
FTI
Technip Fmc PLC

Energy
-1.98K
- 3.13%
$25.16 - $31.95 $49.9K - $63.4K
61.4K $1.78M
SOFI
So Fi Technologies, Inc.

Financial Services
-533
- 3.01%
$7.63 - $16.88 $4.07K - $9K
17.2K $264K
TWLO
Twilio Inc

Communication Services
-29
- 0.93%
$63.73 - $114.96 $1.85K - $3.33K
3.07K $332K
KRT
Karat Packaging Inc.

Consumer Cyclical
-420
- 1.1%
$25.22 - $32.44 $10.6K - $13.6K
37.6K $1.14M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-6
- 0.16%
$338.38 - $446.21 $2.03K - $2.68K
3.67K $1.59M
DMLP
Dorchester Minerals, L.P.

Energy
-850
- 1.16%
$30.69 - $34.41 $26.1K - $29.2K
72.5K $2.42M
AVXL
Anavex Life Sciences Corp.

Healthcare
-293
- 0.63%
$5.11 - $12.56 $1.5K - $3.68K
46.6K $499K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-9
- 0.3%
$260.53 - $404.79 $2.34K - $3.64K
2.97K $1.13M
CCL
Carnival Corp

Consumer Cyclical
-9.2K
- 9.8%
$17.34 - $26.8 $160K - $247K
84.7K $2.11M
SOUN
Soundhound Ai, Inc.

Technology
-7.71K
- 21.02%
$4.51 - $24.23 $34.8K - $187K
29K $574K
FSK
Fs Kkr Capital Corp

Financial Services
-5.34K
- 1.76%
$19.71 - $22.22 $105K - $119K
299K $6.49M
SHOP
Shopify Inc.

Technology
-1.43K
- 4.71%
$78.14 - $119.49 $112K - $171K
28.9K $3.07M
DIS
Walt Disney CO

Communication Services
-886
- 1.53%
$92.39 - $117.6 $81.9K - $104K
56.9K $6.33M
MITK
Mitek Systems Inc

Technology
-204K
- 11.97%
$8.39 - $11.45 $1.71M - $2.33M
1.5M $16.7M
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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