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
Oaktree Specialty Lending CO
-2.14K
- 1.13%
N/A
187K $0
RS
Reliance Steel & Aluminum CO

Basic Materials
-72
- 5.26%
$266.61 - $302.66 $19.2K - $21.8K
1.3K $374K
TSCO
Tractor Supply CO

Consumer Cyclical
-522
- 3.06%
$51.66 - $57.94 $27K - $30.2K
16.5K $910K
ASTS
Ast Space Mobile, Inc.

Communication Services
-380
- 3.79%
$17.72 - $33.8 $6.73K - $12.8K
9.65K $219K
SJM
J M Smucker CO

Consumer Defensive
-342
- 5.86%
$100.41 - $118.41 $34.3K - $40.5K
5.5K $651K
NET
Cloudflare, Inc.

Technology
-1.16K
- 4.1%
$110.71 - $176.5 $129K - $205K
27.1K $3.06M
ACGL
Arch Capital Group Ltd.

Financial Services
-146
- 2.11%
$88.13 - $96.94 $12.9K - $14.2K
6.78K $652K
MAA
Mid America Apartment Communities Inc.

Real Estate
-86
- 3.7%
$146.9 - $170.92 $12.6K - $14.7K
2.24K $375K
PINS
Pinterest, Inc.

Communication Services
-199
- 1.82%
$29.79 - $40.0 $5.93K - $7.96K
10.7K $332K
ZS
Zscaler, Inc.

Technology
-91
- 4.15%
$181.66 - $216.87 $16.5K - $19.7K
2.1K $416K
UBS
Ubs Group Ag

Financial Services
-90
- 0.1%
$30.28 - $35.78 $2.73K - $3.22K
85.9K $2.63M
CCK
Crown Holdings Inc

Consumer Cyclical
-117
- 2.01%
$78.77 - $91.74 $9.22K - $10.7K
5.7K $508K
LNT
Alliant Energy Corp

Utilities
-387
- 3.51%
$56.66 - $66.04 $21.9K - $25.6K
10.6K $684K
ATO
Atmos Energy Corp

Utilities
-588
- 7.29%
$136.51 - $154.58 $80.3K - $90.9K
7.48K $1.16M
DRI
Darden Restaurants Inc

Consumer Cyclical
-81
- 3.19%
$180.02 - $208.56 $14.6K - $16.9K
2.46K $510K
VEEV
Veeva Systems Inc

Healthcare
-42
- 1.93%
$210.58 - $246.8 $8.84K - $10.4K
2.14K $495K
FAST
Fastenal CO

Industrials
-951
- 4.76%
$71.11 - $79.98 $67.6K - $76.1K
19K $1.48M
AWK
American Water Works Company, Inc.

Utilities
-28
- 1.45%
$121.01 - $149.31 $3.39K - $4.18K
1.91K $281K
VICI
Vici Properties Inc.

Real Estate
-85
- 0.65%
$28.21 - $32.68 $2.4K - $2.78K
13.1K $425K
DG
Dollar General Corp

Consumer Defensive
-126
- 2.88%
$68.44 - $87.93 $8.62K - $11.1K
4.24K $373K
WES
Western Midstream Partners, LP

Energy
-155
- 0.68%
$37.87 - $42.89 $5.87K - $6.65K
22.5K $921K
CBOE
Cboe Global Markets, Inc.

Financial Services
-9
- 0.5%
$190.84 - $226.29 $1.72K - $2.04K
1.8K $406K
EVRG
Evergy, Inc.

Utilities
-283
- 2.69%
$59.9 - $69.52 $17K - $19.7K
10.2K $705K
EGO
Eldorado Gold Corp

Basic Materials
-128
- 0.41%
$13.41 - $16.82 $1.72K - $2.15K
31.3K $525K
LYG
Lloyds Banking Group PLC

Financial Services
-3.09K
- 4.11%
$2.58 - $3.9 $7.96K - $12K
72K $274K
ELV
Elevance Health, Inc.

Healthcare
-438
- 10.98%
$365.9 - $436.25 $160K - $191K
3.55K $1.54M
CHD
Church & Dwight CO Inc

Consumer Defensive
-753
- 2.56%
$101.42 - $113.2 $76.4K - $85.2K
28.6K $3.15M
SPGI
S&P Global Inc.

Financial Services
-69
- 0.61%
$478.26 - $543.77 $33K - $37.5K
11.2K $5.71M
SO
Southern CO

Utilities
-13.8K
- 9.83%
$80.96 - $92.96 $1.11M - $1.28M
126K $11.6M
VTR
Ventas, Inc.

Real Estate
-130
- 1.37%
$56.9 - $70.47 $7.4K - $9.16K
9.39K $645K
WPC
W. P. Carey Inc.

Real Estate
-36
- 0.35%
$53.5 - $65.05 $1.93K - $2.34K
10.3K $650K
WMB
Williams Companies, Inc.

Energy
-253
- 1.32%
$54.02 - $61.09 $13.7K - $15.5K
19K $1.13M
TTWO
Take Two Interactive Software Inc

Communication Services
-143
- 2.51%
$178.61 - $217.95 $25.5K - $31.2K
5.55K $1.15M
OKTA
Okta, Inc.

Technology
-288
- 5.16%
$78.83 - $116.72 $22.7K - $33.6K
5.29K $556K
PPL
Ppl Corp

Utilities
-424
- 1.17%
$31.68 - $36.11 $13.4K - $15.3K
35.9K $1.3M
PAYX
Paychex Inc

Industrials
-55
- 0.56%
$136.06 - $154.52 $7.48K - $8.5K
9.79K $1.51M
CRWD
Crowd Strike Holdings, Inc.

Technology
-110
- 0.68%
$308.86 - $455.36 $34K - $50.1K
16.1K $5.68M
AZO
Autozone Inc

Consumer Cyclical
-15
- 4.7%
$3193.96 - $3828.11 $47.9K - $57.4K
304 $1.16M
CTRA
Coterra Energy Inc.

Energy
-738
- 1.53%
$25.51 - $29.83 $18.8K - $22K
47.6K $1.37M
KLAC
Kla Corp

Technology
-78
- 2.0%
$636.62 - $777.63 $49.7K - $60.7K
3.82K $2.59M
DTE
Dte Energy CO

Utilities
-73
- 0.82%
$117.6 - $138.27 $8.58K - $10.1K
8.86K $1.23M
FTI
Technip Fmc PLC

Energy
-444
- 0.72%
$25.3 - $32.57 $11.2K - $14.5K
60.9K $1.93M
BRO
Brown & Brown, Inc.

Financial Services
-5.84K
- 14.75%
$100.54 - $124.4 $587K - $727K
33.8K $4.2M
RTX
Raytheon Technologies Corp

Industrials
-4.84K
- 9.75%
$114.1 - $135.66 $552K - $656K
44.7K $5.92M
AFL
Aflac Inc

Financial Services
-691
- 1.65%
$100.99 - $111.19 $69.8K - $76.8K
41.1K $4.57M
CAH
Cardinal Health Inc

Healthcare
-666
- 3.8%
$118.02 - $137.77 $78.6K - $91.8K
16.9K $2.32M
COP
Conocophillips

Energy
-2.7K
- 2.94%
$88.6 - $105.85 $239K - $286K
89K $9.34M
CI
Cigna Corp

Healthcare
-89
- 1.51%
$274.49 - $329.0 $24.4K - $29.3K
5.81K $1.91M
GWRE
Guidewire Software, Inc.

Technology
-88
- 0.53%
$166.74 - $218.22 $14.7K - $19.2K
16.4K $3.08M
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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