Independent Advisor Alliance Reduced Holdings in Q2 2025

Independent Advisor Alliance

  • $3.36 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WSO
Watsco Inc

Industrials
-52
- 9.85%
$421.84 - $520.66 $21.9K - $27.1K
476 $210K
MET
Metlife Inc

Financial Services
-729
- 2.69%
$68.42 - $82.49 $49.9K - $60.1K
26.4K $2.12M
IQV
Iqvia Holdings Inc.

Healthcare
-137
- 7.61%
$137.0 - $174.37 $18.8K - $23.9K
1.66K $262K
PINS
Pinterest, Inc.

Communication Services
-2.86K
- 26.72%
$24.21 - $35.95 $69.3K - $103K
7.85K $281K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-3.38K
- 33.98%
$33.89 - $46.39 $114K - $157K
6.56K $304K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-229
- 1.91%
$45.07 - $52.57 $10.3K - $12K
11.7K $573K
F
Ford Motor CO

Consumer Cyclical
-12.1K
- 11.57%
$8.69 - $10.85 $105K - $131K
92.4K $1M
MAS
Masco Corp

Industrials
-420
- 11.3%
$58.73 - $71.06 $24.7K - $29.8K
3.3K $212K
SSB
South State Corp

Financial Services
-245
- 0.86%
$80.59 - $94.67 $19.7K - $23.2K
28.1K $2.59M
DGX
Quest Diagnostics Inc

Healthcare
-322
- 7.16%
N/A
4.17K $572K
TREX
Trex CO Inc

Industrials
-481
- 10.65%
$50.52 - $61.77 $24.3K - $29.7K
4.04K $219K
ANSS
Ansys Inc

Technology
-223
- 20.61%
$284.19 - $351.22 $63.4K - $78.3K
859 $301K
ATO
Atmos Energy Corp

Utilities
-243
- 3.25%
$145.06 - $162.66 $35.2K - $39.5K
7.23K $1.11M
MPC
Marathon Petroleum Corp

Energy
-1.23K
- 15.32%
$118.55 - $170.08 $146K - $210K
6.82K $1.13M
PKG
Packaging Corp Of America

Consumer Cyclical
-128
- 10.02%
$175.97 - $201.36 $22.5K - $25.8K
1.15K $216K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-7.56K
- 12.13%
$19.1 - $23.83 $144K - $180K
54.8K $1.3M
LNC
Lincoln National Corp

Financial Services
-203
- 0.91%
$28.95 - $37.27 $5.88K - $7.57K
22.1K $764K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-44
- 2.55%
$430.72 - $497.52 $19K - $21.9K
1.68K $757K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-81
- 2.74%
$215.78 - $270.12 $17.5K - $21.9K
2.87K $668K
BLDR
Builders First Source, Inc.

Industrials
-149
- 7.23%
$105.63 - $131.12 $15.7K - $19.5K
1.91K $223K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-636
- 18.14%
$201.28 - $266.34 $128K - $169K
2.87K $764K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-63
- 6.69%
$419.99 - $501.97 $26.5K - $31.6K
879 $425K
BXP
Boston Properties Inc

Real Estate
-479
- 11.36%
$56.86 - $74.12 $27.2K - $35.5K
3.74K $252K
OKTA
Okta, Inc.

Technology
-20
- 0.38%
$91.24 - $127.3 $1.82K - $2.55K
5.27K $526K
SHOP
Shopify Inc.

Technology
-5.11K
- 18.11%
$76.89 - $115.35 $393K - $589K
23.1K $2.66M
MGEE
Mge Energy Inc

Utilities
-13
- 0.21%
$86.85 - $93.48 $1.13K - $1.22K
6.28K $555K
NRZ
New Residential Investment Corp.

Real Estate
-3.82K
- 1.69%
N/A
223K $1.61M
VEEV
Veeva Systems Inc

Healthcare
-513
- 23.98%
$209.39 - $289.94 $107K - $149K
1.63K $468K
SNAP
Snap Inc

Communication Services
-2.81K
- 14.88%
$7.23 - $9.21 $20.3K - $25.9K
16.1K $139K
PCAR
Paccar Inc

Industrials
-147
- 3.21%
$86.4 - $99.09 $12.7K - $14.6K
4.44K $421K
FICO
Fair Isaac Corp

Technology
-11
- 3.91%
$1503.62 - $2206.01 $16.5K - $24.3K
270 $493K
DAL
Delta Air Lines, Inc.

Industrials
-5.35K
- 12.35%
$35.88 - $52.99 $192K - $283K
37.9K $1.87M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-914
- 8.73%
$22.54 - $23.17 $20.6K - $21.2K
9.55K $219K
ESS
Essex Property Trust, Inc.

Real Estate
-64
- 3.99%
N/A
1.54K $420K
TM
Toyota Motor Corp

Consumer Cyclical
-20
- 0.59%
$158.63 - $195.39 $3.17K - $3.91K
3.36K $578K
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
-2.11K
- 3.46%
$8.32 - $8.55 $17.5K - $18K
58.7K $500K
CHKP
Check Point Software Technologies LTD

Technology
-28
- 1.88%
$204.26 - $233.47 $5.72K - $6.54K
1.46K $323K
VLO
Valero Energy Corp

Energy
-357
- 2.66%
$104.69 - $141.77 $37.4K - $50.6K
13.1K $1.76M
JOE
St Joe CO

Real Estate
-442
- 4.74%
$40.82 - $49.27 $18K - $21.8K
8.88K $423K
CSGP
Costar Group, Inc.

Real Estate
-226
- 5.57%
$72.62 - $83.22 $16.4K - $18.8K
3.83K $308K
PEG
Public Service Enterprise Group Inc

Utilities
-380
- 3.59%
$77.13 - $84.18 $29.3K - $32K
10.2K $859K
ALE
Allete Inc

Utilities
-66
- 1.69%
$63.53 - $65.71 $4.19K - $4.34K
3.84K $246K
LII
Lennox International Inc

Industrials
-24
- 5.38%
$508.76 - $605.77 $12.2K - $14.5K
422 $241K
WPC
W. P. Carey Inc.

Real Estate
-16
- 0.16%
$56.12 - $64.53 $898 - $1.03K
10.3K $641K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-371
- 3.4%
$22.09 - $22.44 $8.2K - $8.33K
10.6K $235K
LANC
Lancaster Colony Corp

Consumer Defensive
-22
- 1.4%
$159.67 - $192.9 $3.51K - $4.24K
1.55K $267K
ESPR
Esperion Therapeutics, Inc.

Healthcare
-1.36K
- 11.94%
$0.73 - $1.41 $990 - $1.91K
10K $9K
PPG
Ppg Industries Inc

Basic Materials
-438
- 4.4%
$91.66 - $115.04 $40.1K - $50.4K
9.52K $1.08M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-84
- 1.39%
$43.63 - $45.4 $3.66K - $3.81K
5.96K $266K
Activity Summary
Buys All Purchases 530 New Holdings 124 Increased Positions 406 Sells All Sells 338 Reductions 338 Sold out 0 Options Calls 0 Puts 0
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