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
MU
Micron Technology Inc

Technology
-4.09K
- 6.22%
$86.89 - $109.38 $355K - $447K
61.6K $5.36M
BURL
Burlington Stores, Inc.

Consumer Cyclical
-109
- 3.56%
$228.41 - $293.71 $24.9K - $32K
2.96K $704K
ITW
Illinois Tool Works Inc

Industrials
-241
- 1.23%
$244.9 - $274.48 $59K - $66.1K
19.3K $4.8M
ABNB
Airbnb, Inc.

Consumer Cyclical
-644
- 8.63%
$119.38 - $161.42 $76.9K - $104K
6.82K $814K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.71K
- 3.83%
$112.81 - $126.16 $193K - $216K
43K $5.23M
DOW
Dow Inc.

Basic Materials
-1.72K
- 8.66%
$34.36 - $41.92 $58.9K - $71.9K
18.1K $631K
IR
Ingersoll Rand Inc.

Industrials
-800
- 8.41%
$79.44 - $94.23 $63.6K - $75.4K
8.72K $697K
FRT
Federal Realty Investment Trust

Real Estate
-675
- 10.25%
$94.7 - $111.82 $63.9K - $75.5K
5.91K $578K
DELL
Dell Technologies Inc.

Technology
-253
- 4.51%
$90.34 - $124.66 $22.9K - $31.5K
5.36K $488K
AVY
Avery Dennison Corp

Industrials
-781
- 39.91%
$174.58 - $195.91 $136K - $153K
1.18K $209K
MKC
Mccormick & CO Inc

Consumer Defensive
-2.88K
- 20.97%
$71.24 - $84.73 $205K - $244K
10.8K $891K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-7.11K
- 39.43%
$21.77 - $22.25 $155K - $158K
10.9K $243K
APPF
Appfolio Inc

Technology
-365
- 14.0%
$206.66 - $260.64 $75.4K - $95.1K
2.24K $493K
PHM
Pultegroup Inc

Consumer Cyclical
-856
- 8.67%
$101.09 - $118.51 $86.5K - $101K
9.01K $926K
BDX
Becton Dickinson & CO

Healthcare
-744
- 7.19%
$222.79 - $249.08 $166K - $185K
9.6K $2.2M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-1.33K
- 26.48%
$106.46 - $114.75 $141K - $152K
3.68K $405K
PG
Procter & Gamble CO

Consumer Defensive
-3.16K
- 2.24%
$158.56 - $176.26 $501K - $557K
138K $23.5M
BEN
Franklin Resources Inc

Financial Services
-5.05K
- 11.25%
$18.92 - $22.24 $95.6K - $112K
39.9K $767K
BWA
Borgwarner Inc

Consumer Cyclical
-2.89K
- 15.28%
$27.78 - $32.9 $80.4K - $95.2K
16K $459K
ALB
Albemarle Corp

Basic Materials
-134
- 1.47%
$69.95 - $97.49 $9.37K - $13.1K
8.99K $647K
SYY
Sysco Corp

Consumer Defensive
-1.44K
- 7.03%
$70.0 - $77.13 $101K - $111K
19.1K $1.43M
PRU
Prudential Financial Inc

Financial Services
-97
- 0.54%
$105.04 - $122.33 $10.2K - $11.9K
18K $2.01M
O
Realty Income Corp

Real Estate
-4.2K
- 17.4%
$51.67 - $58.49 $217K - $246K
19.9K $1.16M
NXPI
Nxp Semiconductors N.V.

Technology
-90
- 1.43%
$189.99 - $245.86 $17.1K - $22.1K
6.22K $1.18M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-8.28K
- 15.41%
$56.12 - $68.15 $465K - $564K
45.5K $3.09M
JBL
Jabil Inc

Technology
-671
- 17.72%
$130.51 - $173.33 $87.6K - $116K
3.12K $423K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.97K
- 12.95%
$21.75 - $24.28 $86.4K - $96.4K
26.7K $589K
SWK
Stanley Black & Decker, Inc.

Industrials
-1.12K
- 12.07%
$76.43 - $90.41 $85.4K - $101K
8.14K $625K
MGM
Mgm Resorts International

Consumer Cyclical
-2.2K
- 20.94%
$29.64 - $40.37 $65.2K - $88.9K
8.31K $246K
MPC
Marathon Petroleum Corp

Energy
-1.2K
- 13.01%
$134.72 - $159.03 $162K - $191K
8.05K $1.17M
HRL
Hormel Foods Corp

Consumer Defensive
-3.19K
- 8.41%
$28.29 - $31.52 $90.4K - $101K
34.8K $1.08M
NOVT
Novanta Inc

Technology
-707
- 19.12%
N/A
2.99K $471K
MCHP
Microchip Technology Inc

Technology
-340
- 3.2%
$48.41 - $64.3 $16.5K - $21.9K
10.3K $497K
DHI
Horton D R Inc

Consumer Cyclical
-134
- 1.8%
$125.29 - $147.65 $16.8K - $19.8K
7.32K $931K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-2.37K
- 30.29%
$46.82 - $47.8 $111K - $113K
5.45K $256K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-173
- 4.7%
$221.78 - $273.45 $38.4K - $47.3K
3.51K $798K
HPE
Hewlett Packard Enterprise CO

Technology
-1.37K
- 9.14%
$14.77 - $24.42 $20.3K - $33.6K
13.7K $210K
GWW
W.W. Grainger, Inc.

Industrials
-9
- 0.59%
$953.54 - $1132.42 $8.58K - $10.2K
1.51K $1.49M
WING
Wingstop Inc.

Consumer Cyclical
-110
- 7.65%
$207.0 - $311.93 $22.8K - $34.3K
1.33K $299K
MDB
Mongo Db, Inc.

Technology
-160
- 11.47%
$175.4 - $298.52 $28.1K - $47.8K
1.24K $216K
EQIX
Equinix Inc

Real Estate
-32
- 5.18%
$803.0 - $959.97 $25.7K - $30.7K
586 $477K
AAL
American Airlines Group Inc.

Industrials
-9.56K
- 41.3%
N/A
13.6K $150K
MSCI
Msci Inc.

Financial Services
-146
- 23.43%
$541.46 - $628.34 $79.1K - $91.7K
477 $269K
MO
Altria Group, Inc.

Consumer Defensive
-21.6K
- 13.99%
$50.81 - $60.02 $1.1M - $1.3M
133K $7.97M
BIIB
Biogen Inc.

Healthcare
-461
- 18.67%
$133.43 - $153.27 $61.5K - $70.7K
2.01K $274K
AMCR
Amcor PLC

Consumer Cyclical
-12K
- 17.9%
$9.33 - $10.39 $112K - $125K
55.2K $535K
EQT
Eqt Corp

Energy
-3.48K
- 28.69%
$46.16 - $54.25 $160K - $189K
8.64K $461K
CHK
Chesapeake Energy Corp

Energy
-1.13K
- 5.49%
N/A
19.4K $1.66M
WDAY
Workday, Inc.

Technology
-139
- 5.39%
$233.53 - $277.82 $32.5K - $38.6K
2.44K $569K
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
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