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
AB
Alliancebernstein Holding L.P.

Financial Services
-1.16K
- 12.17%
$35.0 - $40.73 $40.5K - $47.2K
8.36K $320K
SLF
Sun Life Financial Inc

Financial Services
-56
- 0.39%
$54.05 - $59.19 $3.03K - $3.31K
14.4K $822K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-109
- 8.13%
$175.5 - $209.86 $19.1K - $22.9K
1.23K $223K
MEDP
Medpace Holdings, Inc.

Healthcare
-11
- 1.09%
$304.69 - $360.97 $3.35K - $3.97K
1K $304K
MTB
M&T Bank Corp

Financial Services
-48
- 2.31%
$170.47 - $201.98 $8.18K - $9.7K
2.03K $362K
MUR
Murphy Oil Corp

Energy
-72
- 0.56%
$24.02 - $33.9 $1.73K - $2.44K
12.7K $361K
RWO
Spdr Dow Jones Global Real Est

ETFs
-864
- 5.58%
$41.41 - $45.24 $35.8K - $39.1K
14.6K $637K
RPM
Rpm International Inc

Basic Materials
-56
- 2.04%
$114.03 - $128.31 $6.39K - $7.19K
2.69K $311K
OMC
Omnicom Group Inc.

Communication Services
-187
- 6.69%
$79.43 - $88.34 $14.9K - $16.5K
2.61K $216K
BHP
Bhp Group LTD

Basic Materials
-408
- 4.8%
$48.18 - $52.11 $19.7K - $21.3K
8.1K $393K
PODD
Insulet Corp

Healthcare
-89
- 6.46%
$237.06 - $288.29 $21.1K - $25.7K
1.29K $338K
LANC
Lancaster Colony Corp

Consumer Defensive
-136
- 7.96%
$166.07 - $196.44 $22.6K - $26.7K
1.57K $275K
NRG
Nrg Energy, Inc.

Utilities
-353
- 13.48%
$84.82 - $113.33 $29.9K - $40K
2.27K $216K
DD
Du Pont De Nemours, Inc.

Basic Materials
-44
- 0.45%
$72.7 - $84.32 $3.2K - $3.71K
9.75K $727K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-82
- 8.01%
$416.48 - $494.72 $34.2K - $40.6K
942 $458K
WEN
Wendy'S CO

Consumer Cyclical
-19
- 0.17%
$14.17 - $16.17 $269 - $307
11K $161K
ECL
Ecolab Inc.

Basic Materials
-471
- 8.75%
$229.72 - $269.82 $108K - $127K
4.91K $1.25M
MAS
Masco Corp

Industrials
-72
- 1.9%
$68.67 - $81.85 $4.94K - $5.89K
3.72K $258K
EXR
Extra Space Storage Inc.

Real Estate
-80
- 3.8%
$143.8 - $161.28 $11.5K - $12.9K
2.02K $300K
ESPR
Esperion Therapeutics, Inc.

Healthcare
-2.64K
- 18.89%
$1.44 - $2.34 $3.81K - $6.19K
11.4K $16K
ALLE
Allegion PLC

Industrials
-109
- 6.63%
$123.79 - $135.5 $13.5K - $14.8K
1.54K $200K
HLN
Haleon PLC

Healthcare
-3.03K
- 11.09%
$9.02 - $10.67 $27.3K - $32.3K
24.3K $249K
LYV
Live Nation Entertainment, Inc.

Communication Services
-118
- 3.69%
$115.79 - $154.66 $13.7K - $18.2K
3.08K $402K
BKR
Baker Hughes CO

Energy
-637
- 10.98%
$41.16 - $48.85 $26.2K - $31.1K
5.17K $227K
TRV
Travelers Companies, Inc.

Financial Services
-3.39K
- 9.01%
$232.43 - $265.13 $787K - $898K
34.2K $9.04M
CBRE
Cbre Group, Inc.

Real Estate
-60
- 2.71%
$121.79 - $147.13 $7.31K - $8.83K
2.16K $282K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-107
- 2.98%
$61.92 - $76.95 $6.63K - $8.23K
3.48K $261K
STLD
Steel Dynamics Inc

Basic Materials
-57
- 0.97%
N/A
5.83K $571K
PMVP
Pmv Pharmaceuticals, Inc.

Healthcare
-14
- 0.11%
$1.09 - $1.57 $15.3 - $22
12.5K $13K
MMLP
Martin Midstream Partners L.P.

Energy
-1.08K
- 6.81%
$3.21 - $3.76 $3.45K - $4.04K
14.7K $52K
HUM
Humana Inc

Healthcare
-104
- 4.45%
$249.11 - $303.11 $25.9K - $31.5K
2.23K $591K
MFC
Manulife Financial Corp

Financial Services
-646
- 1.56%
$28.41 - $31.82 $18.4K - $20.6K
40.8K $1.27M
POWW
Ammo, Inc.

Industrials
-4.2K
- 28.04%
$1.17 - $1.88 $4.91K - $7.9K
10.8K $14K
Canadian Pacific Kansas City
-600
- 8.46%
N/A
6.5K $0
Te Connectivity PLC
-144
- 1.88%
N/A
7.52K $0
Crane Company
-101
- 2.01%
N/A
4.92K $0
Jacobs Solutions Inc
-169
- 1.85%
N/A
8.97K $0
Arm Holdings PLC
-24
- 1.04%
N/A
2.28K $0
Linde PLC
-1.8K
- 9.6%
N/A
17K $0
Alarum Technologies LTD
-404
- 1.9%
N/A
20.9K $0
Kenvue Inc
-598
- 1.18%
N/A
50.1K $0
Brookfield Corp
-248
- 2.52%
N/A
9.61K $0
Saba Capital Income & Opport
-500
- 0.61%
N/A
81.2K $0
Gsk PLC
-810
- 4.75%
N/A
16.2K $0
Labcorp Holdings Inc
-3
- 0.12%
N/A
2.54K $0
Grayscale Bitcoin Mini Tr Et
-1.42K
- 18.8%
N/A
6.13K $0
VLO
Valero Energy Corp

Energy
-1.04K
- 7.16%
$121.76 - $142.99 $126K - $148K
13.4K $1.77M
Atlassian Corporation
-186
- 4.27%
N/A
4.17K $0
Arista Networks Inc
-4.03K
- 3.7%
N/A
105K $0
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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