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
PFF
Ishares Trust Ishares Pfd And

ETFs
-48.3K
- 81.09%
$30.73 - $32.26 $1.48M - $1.56M
11.3K $346K
UPS
United Parcel Service Inc

Industrials
-6.87K
- 14.85%
$109.66 - $136.26 $753K - $936K
39.4K $4.33M
SLG
Sl Green Realty Corp

Real Estate
-21.1K
- 84.73%
$55.58 - $68.38 $1.17M - $1.44M
3.81K $219K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-13.6K
- 86.81%
$107.24 - $116.37 $1.46M - $1.58M
2.07K $240K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-11.5K
- 13.9%
$47.79 - $59.89 $548K - $687K
71K $3.57M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-58K
- 48.21%
$21.23 - $23.75 $1.23M - $1.38M
62.3K $1.34M
BAC
Bank Of America Corp

Financial Services
-19.9K
- 8.06%
$39.61 - $47.74 $788K - $950K
227K $9.47M
DAL
Delta Air Lines, Inc.

Industrials
-10.4K
- 19.33%
$43.6 - $69.06 $452K - $716K
43.3K $1.89M
PH
Parker Hannifin Corp

Industrials
-1.32K
- 7.27%
$591.65 - $707.05 $778K - $930K
16.8K $10.2M
IWN
Ishares Russell2000 Val ETF

ETFs
-7.86K
- 84.81%
$149.27 - $169.4 $1.17M - $1.33M
1.41K $212K
FBT
First Trust Nyse Arca Biotechn

ETFs
-8.34K
- 25.72%
$164.86 - $182.19 $1.38M - $1.52M
24.1K $4.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.96K
- 3.64%
$65.15 - $91.81 $128K - $180K
51.9K $3.38M
AXP
American Express CO

Financial Services
-151
- 0.37%
$255.39 - $325.87 $38.6K - $49.2K
40.2K $10.8M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-13K
- 75.82%
$77.91 - $92.26 $1.01M - $1.2M
4.14K $328K
IEF
Ishares Barclays

ETFs
-12.7K
- 57.13%
$91.17 - $95.39 $1.16M - $1.21M
9.51K $906K
STX
Seagate Technology Holdings PLC

Technology
-12.9K
- 78.08%
$84.92 - $108.42 $1.09M - $1.39M
3.61K $306K
FXG
First Tr Exchange Traded First

ETFs
-18.6K
- 22.93%
$62.56 - $65.85 $1.16M - $1.22M
62.4K $4.07M
HPQ
Hp Inc

Technology
-32.4K
- 78.74%
$27.69 - $34.72 $896K - $1.12M
8.74K $242K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-23.9K
- 79.83%
$44.81 - $46.22 $1.07M - $1.1M
6.04K $272K
MCD
Mcdonalds Corp

Consumer Cyclical
-8.65K
- 11.65%
$279.74 - $321.29 $2.42M - $2.78M
65.6K $20.5M
EXPD
Expeditors International Of Washington Inc

Industrials
-12K
- 26.69%
$109.09 - $126.48 $1.31M - $1.51M
32.9K $3.95M
VCIT
Vanguard Intermediate Term Cor

ETFs
-12.7K
- 20.11%
$79.17 - $82.04 $1.01M - $1.04M
50.6K $4.14M
MRK
Merck & Co., Inc.

Healthcare
-3.12K
- 4.64%
$83.01 - $101.02 $259K - $316K
64.2K $5.76M
EBAY
Ebay Inc

Consumer Cyclical
-14.4K
- 76.22%
$61.61 - $70.93 $885K - $1.02M
4.48K $303K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-48.1K
- 58.82%
$18.36 - $20.51 $883K - $987K
33.7K $666K
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-12.1K
- 20.7%
$85.24 - $94.86 $1.03M - $1.15M
46.3K $4.22M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-18.2K
- 52.9%
$44.68 - $46.49 $814K - $847K
16.2K $751K
CMCSA
Comcast Corp

Communication Services
-19.9K
- 21.03%
$33.19 - $38.23 $660K - $761K
74.7K $2.76M
GLW
Corning Inc

Technology
-15.3K
- 27.95%
$44.91 - $54.25 $685K - $828K
39.3K $1.8M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-26.9K
- 64.13%
$28.55 - $29.09 $767K - $782K
15K $433K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-14.8K
- 76.3%
$51.52 - $52.37 $760K - $773K
4.58K $240K
AMAT
Applied Materials Inc

Technology
-2K
- 8.14%
$145.06 - $195.51 $290K - $391K
22.6K $3.28M
PWR
Quanta Services, Inc.

Industrials
-115
- 1.04%
$236.71 - $358.03 $27.2K - $41.2K
11K $2.79M
CCL
Carnival Corp

Consumer Cyclical
-12.5K
- 14.81%
$19.08 - $28.49 $239K - $358K
72.2K $1.41M
SCHO
Schwab Short Term Us Treasury

ETFs
-27.6K
- 74.58%
$24.1 - $24.34 $665K - $672K
9.41K $229K
RVLV
Revolve Group, Inc.

Consumer Cyclical
-80
- 0.15%
$21.26 - $33.75 $1.7K - $2.7K
51.7K $1.11M
R
Ryder System Inc

Industrials
-3.51K
- 41.13%
$136.38 - $170.92 $478K - $599K
5.02K $721K
EMR
Emerson Electric CO

Industrials
-1.11K
- 3.39%
$108.64 - $131.17 $121K - $146K
31.6K $3.47M
FSTA
Fidelity Covington Tr Msci Con

ETFs
-11.7K
- 59.93%
$48.3 - $52.85 $566K - $619K
7.83K $400K
DSGX
Descartes Systems Group Inc

Technology
-427
- 1.1%
$96.4 - $122.5 $41.2K - $52.3K
38.5K $3.88M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-10.8K
- 62.07%
$49.42 - $50.43 $534K - $545K
6.61K $330K
INTU
Intuit Inc

Technology
-625
- 6.13%
$555.63 - $630.23 $347K - $394K
9.57K $5.88M
IYH
Ishares Tr

ETFs
-8.99K
- 69.03%
$58.32 - $62.76 $524K - $564K
4.03K $245K
MS
Morgan Stanley

Financial Services
-858
- 1.98%
$111.68 - $141.08 $95.8K - $121K
42.4K $4.95M
CSX
Csx Corp

Industrials
-7.73K
- 9.15%
$29.11 - $33.67 $225K - $260K
76.8K $2.26M
SQ
Block, Inc.

Technology
-941
- 6.33%
$54.04 - $92.95 $50.9K - $87.5K
13.9K $796K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-9.48K
- 15.01%
$49.22 - $51.73 $467K - $490K
53.7K $2.71M
RY
Royal Bank Of Canada

Financial Services
-2.79K
- 16.03%
$108.81 - $123.4 $303K - $344K
14.6K $1.65M
DDOG
Datadog, Inc.

Technology
-1.13K
- 14.91%
$98.68 - $151.89 $112K - $172K
6.47K $642K
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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