Independent Advisor Alliance Reduced Holdings in Q3 2024

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OTIS
Otis Worldwide Corp

Industrials
-211
- 9.6%
$91.43 - $104.43 $19.3K - $22K
1.99K $206K
ANSS
Ansys Inc

Technology
-6
- 0.7%
$296.54 - $331.25 $1.78K - $1.99K
856 $272K
IVV
Ishares Core S&P 500 ETF

ETFs
-343
- 5.25%
$520.18 - $576.82 $178K - $198K
6.19K $3.57M
NRZ
New Residential Investment Corp.

Real Estate
-680
- 0.3%
N/A
225K $1.63M
XYL
Xylem Inc.

Industrials
-15
- 0.32%
$126.14 - $141.53 $1.89K - $2.12K
4.63K $624K
WIX
Wix.Com Ltd.

Technology
-94
- 6.63%
$147.93 - $171.74 $13.9K - $16.1K
1.32K $221K
IEMG
Ishares Inc

ETFs
-95
- 1.8%
$53.64 - $53.64 $5.1K - $5.1K
5.19K $278K
PLUG
Plug Power Inc

Industrials
-735
- 5.63%
$1.61 - $3.34 $1.18K - $2.45K
12.3K $27K
BHP
Bhp Group LTD

Basic Materials
-825
- 8.48%
$51.32 - $62.11 $42.3K - $51.2K
8.9K $552K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-600
- 4.91%
$1.28 - $2.37 $768 - $1.42K
11.6K $15K
AZN
Astrazeneca PLC

Healthcare
-20
- 0.58%
$76.67 - $87.62 $1.53K - $1.75K
3.41K $265K
Arm Holdings PLC
-176
- 7.14%
N/A
2.29K $0
Atlassian Corporation
-65
- 2.13%
N/A
2.99K $0
Sila Realty Trust Inc
-8.42K
- 47.29%
N/A
9.39K $0
Canadian Pacific Kansas City
-110
- 1.16%
N/A
9.36K $0
Gsk PLC
-1.45K
- 8.77%
N/A
15.1K $0
AER
Aer Cap Holdings N.V.

Industrials
-55
- 1.58%
$86.24 - $98.28 $4.74K - $5.41K
3.42K $324K
GCT
Giga Cloud Technology Inc.

Technology
-39.6K
- 67.07%
N/A
19.4K $0
Brookfield Corp
-239
- 2.43%
N/A
9.58K $0
Linde PLC
-341
- 1.9%
N/A
17.6K $0
Ishares Bitcoin Trust ETF
-4.63K
- 42.18%
N/A
6.34K $0
RSG
Republic Services, Inc.

Industrials
-334
- 3.22%
$189.34 - $208.21 $63.2K - $69.5K
10.1K $2.02M
Crane Company
-121
- 2.4%
N/A
4.92K $0
Labcorp Holdings Inc
-244
- 10.76%
N/A
2.02K $0
Digitalbridge Group Inc
-1.95K
- 15.06%
N/A
11K $0
GRMN
Garmin LTD

Technology
-138
- 7.06%
$161.1 - $183.29 $22.2K - $25.3K
1.82K $319K
MSCI
Msci Inc.

Financial Services
-101
- 17.12%
$479.31 - $584.91 $48.4K - $59.1K
489 $285K
AGR
Avangrid, Inc.

Utilities
-7
- 0.09%
$35.27 - $36.04 $247 - $252
7.47K $267K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.46K
- 8.4%
$6.71 - $8.78 $9.78K - $12.8K
15.9K $130K
LUV
Southwest Airlines CO

Industrials
-344
- 2.69%
$23.7 - $29.93 $8.15K - $10.3K
12.4K $368K
TLRY
Tilray Brands, Inc.

Healthcare
-364
- 0.83%
$1.62 - $2.03 $590 - $739
43.3K $75K
ALE
Allete Inc

Utilities
-50
- 1.41%
$61.67 - $64.65 $3.08K - $3.23K
3.49K $224K
ENPH
Enphase Energy, Inc.

Technology
-257
- 9.76%
$95.77 - $123.65 $24.6K - $31.8K
2.38K $268K
DOCU
Docusign, Inc.

Technology
-611
- 12.04%
$49.73 - $62.53 $30.4K - $38.2K
4.47K $277K
WEN
Wendy'S CO

Consumer Cyclical
-1
- 0.01%
$15.83 - $18.24 $15.8 - $18.2
10.9K $191K
IWD
Ishares Russell 1000 Val ETF

ETFs
-80
- 5.86%
$173.36 - $189.8 $13.9K - $15.2K
1.29K $244K
WPC
W. P. Carey Inc.

Real Estate
-1.08K
- 10.73%
$54.63 - $63.96 $58.8K - $68.9K
8.96K $558K
FTCS
First Trust Capital Strength E

ETFs
-320
- 6.19%
$83.58 - $90.94 $26.7K - $29.1K
4.85K $440K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-398
- 2.51%
$28.11 - $29.42 $11.2K - $11.7K
15.4K $454K
IQV
Iqvia Holdings Inc.

Healthcare
-104
- 8.26%
$206.81 - $251.55 $21.5K - $26.2K
1.16K $273K
APO
Apollo Global Management, Inc.

Financial Services
-34
- 1.73%
$99.16 - $125.81 $3.37K - $4.28K
1.93K $241K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-392
- 4.77%
$47.12 - $51.72 $18.5K - $20.3K
7.82K $399K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-309
- 3.12%
$91.94 - $113.13 $28.4K - $35K
9.6K $1.06M
DRI
Darden Restaurants Inc

Consumer Cyclical
-107
- 4.85%
$138.06 - $172.74 $14.8K - $18.5K
2.1K $344K
WHR
Whirlpool Corp

Consumer Cyclical
-3
- 0.12%
$90.25 - $112.34 $271 - $337
2.44K $261K
SRE
Sempra Energy

Utilities
-474
- 6.85%
$74.97 - $84.04 $35.5K - $39.8K
6.44K $538K
UL
Unilever PLC

Consumer Defensive
-895
- 12.56%
$54.7 - $65.59 $49K - $58.7K
6.23K $404K
GS
Goldman Sachs Group Inc

Financial Services
-487
- 8.16%
$459.02 - $510.25 $224K - $248K
5.48K $2.71M
ZETA
Zeta Global Holdings Corp.

Technology
-6.97K
- 37.95%
$16.61 - $30.24 $116K - $211K
11.4K $339K
Activity Summary
Buys All Purchases 337 New Holdings 68 Increased Positions 269 Sells All Sells 335 Reductions 335 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email