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
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-137
- 4.13%
$60.29 - $71.77 $8.26K - $9.83K
3.18K $222K
FTCS
First Trust Capital Strength E

ETFs
-96
- 3.29%
$81.6 - $92.39 $7.83K - $8.87K
2.82K $256K
UPST
Upstart Holdings, Inc.

Financial Services
-1.64K
- 30.27%
$34.8 - $64.85 $57.1K - $106K
3.78K $244K
MSGS
Madison Square Garden Sports Corp.

Communication Services
-154
- 8.22%
$175.61 - $208.95 $27K - $32.2K
1.72K $359K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.6K
- 8.37%
$7.69 - $11.46 $12.3K - $18.4K
17.5K $201K
TLRY
Tilray Brands, Inc.

Healthcare
-160
- 1.47%
$0.36 - $0.65 $57.6 - $104
10.7K $4K
AOS
Smith A O Corp

Industrials
-70
- 0.82%
$59.63 - $70.52 $4.17K - $4.94K
8.44K $553K
STLD
Steel Dynamics Inc

Basic Materials
-35
- 0.6%
N/A
5.79K $568K
L
Loews Corp

Financial Services
-9
- 0.38%
$80.89 - $92.09 $728 - $829
2.35K $214K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-73
- 1.59%
$51.68 - $52.76 $3.77K - $3.85K
4.51K $238K
Blackrock Inc
-165
- 4.56%
N/A
3.45K $0
BFB
Brown Forman Corp Cl B
-1.27K
- 7.48%
N/A
15.7K $0
Super Micro Computer Inc
-28.4K
- 13.97%
N/A
175K $0
Lam Research Corp
-664
- 1.61%
N/A
40.6K $0
Grayscale Bitcoin Mini Tr Et
-507
- 8.27%
N/A
5.63K $0
Nexxen Intl LTD
-130
- 0.68%
N/A
19K $0
Brookfield Corp
-762
- 7.93%
N/A
8.85K $0
Gsk PLC
-2.74K
- 16.89%
N/A
13.5K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
-18.7K
- 28.15%
N/A
47.7K $0
Atlassian Corporation
-88
- 2.11%
N/A
4.09K $0
Kenvue Inc
-13.6K
- 27.2%
N/A
36.5K $0
TKR
Timken CO

Industrials
-23
- 0.76%
$57.34 - $74.03 $1.32K - $1.7K
3K $217K
Knife River Corp
-291
- 10.33%
N/A
2.53K $0
CLMB
Climb Global Solutions Inc Com
-517
- 4.46%
N/A
11.1K $0
Oaktree Specialty Lending CO
-4.65K
- 2.48%
N/A
183K $0
Sezzle Inc
-7.29K
- 14.55%
N/A
42.8K $0
Jacobs Solutions Inc
-845
- 9.42%
N/A
8.13K $0
Saba Capital Income & Opport
-925
- 1.14%
N/A
80.2K $0
PLUG
Plug Power Inc

Industrials
-72
- 0.68%
$0.7 - $1.49 $50.4 - $107
10.5K $15K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-6
- 0.29%
$107.61 - $119.09 $646 - $715
2.06K $244K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.41K
- 7.53%
$35.9 - $43.76 $50.5K - $61.5K
17.3K $745K
CBOE
Cboe Global Markets, Inc.

Financial Services
-27
- 1.5%
$205.81 - $234.23 $5.56K - $6.32K
1.77K $412K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-1.7K
- 6.13%
$33.13 - $40.67 $56.2K - $68.9K
25.9K $1.06M
FNDA
Schwab Fundamental U S Small C

ETFs
-114
- 1.09%
$23.85 - $28.69 $2.72K - $3.27K
10.3K $296K
CMPX
Compass Therapeutics, Inc.

Healthcare
-30
- 0.16%
$1.46 - $2.69 $43.8 - $80.7
18.4K $47K
MGM
Mgm Resorts International

Consumer Cyclical
-789
- 9.49%
$25.79 - $34.95 $20.3K - $27.6K
7.52K $258K
NDSN
Nordson Corp

Industrials
-118
- 4.06%
$167.51 - $223.5 $19.8K - $26.4K
2.79K $597K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-12
- 0.03%
$10.59 - $11.48 $127 - $138
40K $458K
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
-3.34K
- 4.55%
$9.38 - $10.43 $31.3K - $34.8K
70.2K $731K
AVXL
Anavex Life Sciences Corp.

Healthcare
-1.35K
- 2.9%
$7.37 - $9.63 $9.93K - $13K
45.2K $416K
FNDF
Schwab Fundamental Intl Large

ETFs
-228
- 3.28%
$32.25 - $40.02 $7.35K - $9.12K
6.72K $269K
ADM
Archer Daniels Midland CO

Consumer Defensive
-3.05K
- 8.12%
$41.79 - $54.16 $127K - $165K
34.5K $1.82M
GLRE
Greenlight Capital Re, Ltd.

Financial Services
-2K
- 3.44%
$12.45 - $14.96 $24.9K - $29.9K
56.1K $806K
EA
Electronic Arts Inc.

Communication Services
-553
- 7.88%
$132.53 - $159.7 $73.3K - $88.3K
6.46K $1.03M
ALLE
Allegion PLC

Industrials
-2
- 0.13%
$118.52 - $145.64 $237 - $291
1.53K $220K
MCHP
Microchip Technology Inc

Technology
-2.94K
- 28.53%
$35.34 - $71.6 $104K - $210K
7.35K $517K
VTV
Vanguard Value ETF

ETFs
-392
- 1.71%
$153.67 - $176.74 $60.2K - $69.3K
22.5K $3.97M
XYL
Xylem Inc.

Industrials
-223
- 4.25%
$102.86 - $129.5 $22.9K - $28.9K
5.02K $649K
STT
State Street Corp

Financial Services
-135
- 6.01%
$75.33 - $106.34 $10.2K - $14.4K
2.11K $224K
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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