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
MAR
Marriott International Inc

Consumer Cyclical
-176
- 2.3%
$211.12 - $274.14 $37.2K - $48.2K
7.49K $2.05M
TTD
Trade Desk, Inc.

Technology
-4.1K
- 12.81%
$45.27 - $79.4 $186K - $325K
27.9K $2.01M
DE
Deere & CO

Industrials
-349
- 2.91%
$412.99 - $531.48 $144K - $185K
11.6K $5.91M
SCHW
Schwab Charles Corp

Financial Services
-2.21K
- 5.66%
$69.06 - $91.24 $153K - $202K
36.9K $3.37M
CNK
Cinemark Holdings, Inc.

Communication Services
-56
- 0.09%
$24.54 - $33.77 $1.37K - $1.89K
61.5K $1.86M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-200
- 1.13%
$60.61 - $87.72 $12.1K - $17.5K
17.5K $1.48M
FTNT
Fortinet, Inc.

Technology
-95
- 0.26%
$84.71 - $108.69 $8.05K - $10.3K
35.8K $3.79M
LHX
L3 Harris Technologies, Inc.

Industrials
-2.58K
- 10.92%
$200.21 - $256.99 $516K - $662K
21K $5.27M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-5.57K
- 4.58%
$22.27 - $29.21 $124K - $163K
116K $3.39M
AXP
American Express CO

Financial Services
-5.17K
- 12.87%
$231.39 - $318.98 $1.2M - $1.65M
35K $11.2M
AFRM
Affirm Holdings, Inc.

Technology
-842
- 4.51%
$35.75 - $69.14 $30.1K - $58.2K
17.8K $1.23M
IRM
Iron Mountain Inc

Real Estate
-543
- 1.96%
$76.93 - $105.25 $41.8K - $57.2K
27.1K $2.78M
BX
Blackstone Inc.

Financial Services
-1.44K
- 2.2%
$120.07 - $151.11 $173K - $217K
63.9K $9.56M
TT
Trane Technologies PLC

Industrials
-149
- 2.56%
$315.21 - $437.41 $47K - $65.2K
5.68K $2.48M
WFC
Wells Fargo & Company

Financial Services
-1.72K
- 2.1%
$60.98 - $80.12 $105K - $138K
80.2K $6.43M
ADI
Analog Devices Inc

Technology
-465
- 2.23%
$164.6 - $238.02 $76.5K - $111K
20.4K $4.86M
EMR
Emerson Electric CO

Industrials
-700
- 2.21%
$94.15 - $133.33 $65.9K - $93.3K
30.9K $4.12M
MS
Morgan Stanley

Financial Services
-2.49K
- 5.88%
$99.83 - $140.86 $249K - $351K
39.9K $5.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-177
- 1.84%
$416.06 - $551.64 $73.6K - $97.6K
9.46K $5.22M
KLAC
Kla Corp

Technology
-136
- 3.56%
$576.53 - $902.94 $78.4K - $123K
3.68K $3.3M
HON
Honeywell International Inc

Industrials
-13
- 0.03%
$182.86 - $232.88 $2.38K - $3.03K
37.3K $8.67M
C
Citigroup Inc

Financial Services
-3.49K
- 4.07%
$58.13 - $85.12 $203K - $297K
82.2K $6.99M
URI
United Rentals, Inc.

Industrials
-184
- 2.2%
$551.94 - $753.4 $102K - $139K
8.16K $6.15M
MITK
Mitek Systems Inc

Technology
-119K
- 8.88%
$7.11 - $10.34 $845K - $1.23M
1.22M $12.1M
BAC
Bank Of America Corp

Financial Services
-3.64K
- 1.6%
$34.39 - $47.46 $125K - $173K
223K $10.6M
BWXT
Bwx Technologies, Inc.

Industrials
-653
- 2.32%
$89.24 - $144.06 $58.3K - $94.1K
27.5K $3.97M
PM
Philip Morris International Inc.

Consumer Defensive
-3.18K
- 3.96%
$149.23 - $184.95 $475K - $589K
77.1K $14.1M
DIS
Walt Disney CO

Communication Services
-1.79K
- 2.96%
$81.72 - $124.01 $146K - $222K
58.7K $7.28M
CTAS
Cintas Corp

Industrials
-296
- 0.37%
$190.11 - $227.66 $56.3K - $67.4K
79.1K $17.6M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-144
- 1.11%
$177.93 - $313.14 $25.6K - $45.1K
12.8K $4.01M
CAT
Caterpillar Inc

Industrials
-1.43K
- 3.1%
$273.94 - $388.21 $391K - $554K
44.6K $17.3M
NET
Cloudflare, Inc.

Technology
-587
- 2.16%
$97.08 - $195.83 $57K - $115K
26.5K $5.2M
WMT
Walmart Inc.

Consumer Defensive
-7.77K
- 2.32%
$81.79 - $99.98 $635K - $776K
326K $31.9M
JPM
Jpmorgan Chase & CO

Financial Services
-11.8K
- 6.34%
$210.28 - $289.91 $2.47M - $3.41M
174K $50.3M
MSTR
Microstrategy Inc

Technology
-1.28K
- 2.21%
$237.95 - $421.61 $305K - $541K
56.8K $23M
AVGO
Broadcom Inc.

Technology
-317
- 0.15%
$146.29 - $275.65 $46.4K - $87.4K
205K $56.5M
MSFT
Microsoft Corp

Technology
-8.36K
- 2.58%
$354.56 - $497.45 $2.96M - $4.16M
315K $157M
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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