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
TREX
Trex CO Inc

Industrials
-575
- 11.29%
$54.0 - $74.44 $31.1K - $42.8K
4.52K $262K
WD
Walker & Dunlop, Inc.

Financial Services
-570
- 16.45%
$82.09 - $96.76 $46.8K - $55.2K
2.9K $247K
IT
Gartner Inc

Technology
-35
- 3.19%
$418.25 - $548.38 $14.6K - $19.2K
1.06K $445K
MSI
Motorola Solutions, Inc.

Technology
-88
- 4.76%
$411.73 - $482.1 $36.2K - $42.4K
1.76K $771K
AOS
Smith A O Corp

Industrials
-840
- 8.98%
$65.16 - $72.69 $54.7K - $61.1K
8.51K $556K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-188
- 4.53%
$161.13 - $209.29 $30.3K - $39.3K
3.96K $655K
ESS
Essex Property Trust, Inc.

Real Estate
-283
- 14.98%
N/A
1.61K $438K
QUAD
Quad/Graphics, Inc.

Industrials
-7.13K
- 30.26%
$5.45 - $7.93 $38.9K - $56.6K
16.4K $89K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-682
- 12.19%
$96.18 - $109.82 $65.6K - $74.9K
4.91K $503K
AESR
Two Rds Shared Tranfield Us Eq

ETFs
-147
- 0.16%
$16.08 - $18.37 $2.36K - $2.7K
91.1K $1.5M
FNDA
Schwab Fundamental U S Small C

ETFs
-1.51K
- 12.61%
$26.87 - $30.99 $40.5K - $46.7K
10.4K $286K
BITF
Bitfarms LTD

Financial Services
-1.9K
- 1.98%
$0.79 - $1.76 $1.5K - $3.34K
94.1K $74K
BLDR
Builders First Source, Inc.

Industrials
-218
- 9.56%
$122.8 - $173.51 $26.8K - $37.8K
2.06K $257K
MSGS
Madison Square Garden Sports Corp.

Communication Services
-37
- 1.94%
$185.75 - $223.33 $6.87K - $8.26K
1.87K $364K
FQAL
Fidelity Covington Tr Quality

ETFs
-663
- 3.57%
$63.12 - $69.13 $41.8K - $45.8K
17.9K $1.15M
PKG
Packaging Corp Of America

Consumer Cyclical
-143
- 10.06%
$192.03 - $242.13 $27.5K - $34.6K
1.28K $253K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-155
- 6.33%
$103.02 - $140.69 $16K - $21.8K
2.3K $242K
RACE
Ferrari N.V.

Consumer Cyclical
-154
- 22.68%
$413.73 - $508.15 $63.7K - $78.3K
525 $224K
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
-1
- 0.01%
$52.02 - $61.53 $52 - $61.5
11.9K $616K
SNOW
Snowflake Inc.

Technology
-130
- 2.54%
$146.16 - $192.78 $19K - $25.1K
5K $730K
RBLX
Roblox Corp

Communication Services
-1.11K
- 9.92%
$53.77 - $75.47 $59.6K - $83.7K
10.1K $586K
TWLO
Twilio Inc

Communication Services
-244
- 7.94%
$94.9 - $148.35 $23.2K - $36.2K
2.83K $277K
FANG
Diamondback Energy, Inc.

Energy
-267
- 9.48%
$139.9 - $180.18 $37.4K - $48.1K
2.55K $407K
CINF
Cincinnati Financial Corp

Financial Services
-663
- 5.91%
$133.67 - $147.81 $88.6K - $98K
10.6K $1.56M
MNST
Monster Beverage Corp

Consumer Defensive
-1.54K
- 24.06%
$46.16 - $58.58 $71.2K - $90.4K
4.87K $284K
ITT
Itt Inc.

Industrials
-119
- 4.43%
$128.71 - $153.88 $15.3K - $18.3K
2.57K $331K
SNAP
Snap Inc

Communication Services
-1.2K
- 5.98%
$8.37 - $12.57 $10.1K - $15.1K
18.9K $164K
A
Agilent Technologies, Inc.

Healthcare
-78
- 3.25%
$116.69 - $152.6 $9.1K - $11.9K
2.32K $271K
ADP
Automatic Data Processing Inc

Industrials
-717
- 5.37%
$286.85 - $318.64 $206K - $228K
12.6K $3.86M
SKX
Skechers Usa Inc

Consumer Cyclical
-47
- 1.05%
$54.98 - $78.24 $2.58K - $3.68K
4.44K $252K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-745
- 11.82%
N/A
5.56K $346K
TLRY
Tilray Brands, Inc.

Healthcare
-30.1K
- 73.47%
$0.59 - $1.46 $17.8K - $43.9K
10.9K $7K
AER
Aer Cap Holdings N.V.

Industrials
-650
- 21.01%
$94.11 - $105.78 $61.2K - $68.8K
2.44K $249K
DVN
Devon Energy Corp

Energy
-4.53K
- 17.14%
$33.15 - $38.55 $150K - $174K
21.9K $818K
MLM
Martin Marietta Materials Inc

Basic Materials
-35
- 4.58%
$460.39 - $552.64 $16.1K - $19.3K
729 $348K
FICO
Fair Isaac Corp

Technology
-2
- 0.71%
$1695.35 - $2030.47 $3.39K - $4.06K
281 $518K
OC
Owens Corning

Industrials
-29
- 2.02%
$137.83 - $191.19 $4K - $5.54K
1.41K $200K
NUE
Nucor Corp

Basic Materials
-829
- 5.32%
$114.48 - $142.52 $94.9K - $118K
14.7K $1.77M
CF
Cf Industries Holdings, Inc.

Basic Materials
-187
- 4.72%
$75.03 - $97.25 $14K - $18.2K
3.77K $294K
CW
Curtiss Wright Corp

Industrials
-23
- 2.46%
$304.82 - $384.07 $7.01K - $8.83K
911 $289K
EFX
Equifax Inc

Industrials
-79
- 4.25%
$235.63 - $278.34 $18.6K - $22K
1.78K $433K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-302
- 8.34%
$68.37 - $87.97 $20.6K - $26.6K
3.32K $227K
FBNC
First Bancorp

Financial Services
-148
- 1.62%
$38.72 - $45.94 $5.73K - $6.8K
8.98K $360K
CR
Crane Holdings, Co.

Industrials
-312
- 5.59%
$150.33 - $175.81 $46.9K - $54.9K
5.27K $807K
ZM
Zoom Video Communications, Inc.

Technology
-196
- 6.33%
$72.23 - $88.64 $14.2K - $17.4K
2.9K $213K
STT
State Street Corp

Financial Services
-173
- 7.15%
$84.47 - $102.23 $14.6K - $17.7K
2.25K $200K
SLV
I Shares Silver Trust

ETFs
-18K
- 16.04%
$26.93 - $31.32 $485K - $565K
94.4K $2.92M
APD
Air Products & Chemicals, Inc.

Basic Materials
-212
- 3.72%
$283.24 - $338.07 $60K - $71.7K
5.49K $1.62M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-29
- 2.83%
$186.55 - $250.04 $5.41K - $7.25K
997 $200K
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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