Independent Advisor Alliance Sells in Q2 2025

Independent Advisor Alliance

  • $3.36 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CL
Colgate Palmolive CO

Consumer Defensive
-861
- 2.7%
$87.57 - $96.0 $75.4K - $82.7K
31K $2.82M
HUBS
Hubspot Inc

Technology
-253
- 14.9%
$487.07 - $672.24 $123K - $170K
1.45K $804K
SJM
J M Smucker CO

Consumer Defensive
-546
- 9.93%
$94.41 - $118.52 $51.5K - $64.7K
4.95K $486K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-116
- 12.21%
$483.07 - $625.6 $56K - $72.6K
834 $437K
D
Dominion Energy, Inc

Utilities
-3.46K
- 4.76%
$49.66 - $58.0 $172K - $201K
69.3K $3.92M
QCOM
Qualcomm Inc

Technology
-2.68K
- 5.58%
$124.66 - $159.48 $334K - $428K
45.4K $7.23M
PSX
Phillips 66

Energy
-229
- 0.74%
$92.87 - $125.73 $21.3K - $28.8K
30.6K $3.65M
NOVT
Novanta Inc

Technology
-984
- 32.9%
N/A
2.01K $316K
TXT
Textron Inc

Industrials
-5.13K
- 15.61%
$60.72 - $80.34 $311K - $412K
27.7K $2.23M
GWW
W.W. Grainger, Inc.

Industrials
-216
- 14.29%
$919.93 - $1101.66 $199K - $238K
1.3K $1.35M
SQ
Block, Inc.

Technology
-2.41K
- 17.32%
N/A
11.5K $658K
VGSH
Vanguard

ETFs
-2.38K
- 8.21%
$58.32 - $58.95 $139K - $140K
26.6K $1.56M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-2.19K
- 39.42%
N/A
3.37K $210K
CHDN
Churchill Downs Inc

Consumer Cyclical
-768
- 13.32%
$87.99 - $111.79 $67.6K - $85.9K
5K $504K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-5.58K
- 16.03%
$24.54 - $25.07 $137K - $140K
29.2K $731K
CVS
Cvs Health Corp

Healthcare
-2.44K
- 7.58%
$60.04 - $70.18 $146K - $171K
29.7K $2.05M
ETR
Entergy Corp

Utilities
-589
- 1.78%
$79.01 - $86.61 $46.5K - $51K
32.5K $2.7M
LXP
Lxp Industrial Trust

Real Estate
-5.33K
- 2.7%
$7.22 - $8.85 $38.5K - $47.1K
192K $1.58M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-2.39K
- 29.75%
$49.98 - $50.26 $119K - $120K
5.63K $282K
APPF
Appfolio Inc

Technology
-617
- 27.52%
$192.02 - $234.65 $118K - $145K
1.63K $374K
O
Realty Income Corp

Real Estate
-1.88K
- 9.41%
$52.27 - $58.52 $98.1K - $110K
18.1K $1.04M
ZTS
Zoetis Inc.

Healthcare
-314
- 4.19%
$144.41 - $170.3 $45.3K - $53.5K
7.19K $1.12M
NVO
Novo Nordisk A S

Healthcare
-1.28K
- 2.07%
$58.08 - $81.05 $74.2K - $104K
60.4K $4.17M
STZ
Constellation Brands, Inc.

Consumer Defensive
-435
- 21.34%
$160.0 - $195.62 $69.6K - $85.1K
1.6K $260K
LNT
Alliant Energy Corp

Utilities
-1.09K
- 10.28%
$58.79 - $64.85 $64.3K - $70.9K
9.54K $576K
ABT
Abbott Laboratories

Healthcare
-2.52K
- 3.51%
$123.95 - $138.08 $312K - $348K
69.3K $9.42M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-2.94K
- 23.26%
$35.3 - $37.51 $104K - $110K
9.69K $363K
WOLF
Wolfspeed, Inc.

Technology
-21.1K
- 61.23%
$0.4 - $4.46 $8.45K - $94.2K
13.4K $5K
MKC
Mccormick & CO Inc

Consumer Defensive
-370
- 3.42%
$71.11 - $82.25 $26.3K - $30.4K
10.5K $793K
AFG
American Financial Group Inc

Financial Services
-651
- 23.89%
$116.9 - $132.12 $76.1K - $86K
2.07K $261K
APO
Apollo Global Management, Inc.

Financial Services
-799
- 22.36%
$108.68 - $145.07 $86.8K - $116K
2.78K $393K
EIX
Edison International

Utilities
-1.06K
- 19.7%
$48.32 - $59.92 $51.2K - $63.5K
4.32K $222K
K
Kellogg CO

Consumer Defensive
-894
- 12.19%
$77.85 - $82.88 $69.6K - $74.1K
6.44K $512K
HUM
Humana Inc

Healthcare
-183
- 8.19%
$224.93 - $295.04 $41.2K - $54K
2.05K $501K
CENT
Central Garden & Pet CO

Consumer Defensive
-1.6K
- 7.41%
$33.56 - $36.96 $53.7K - $59.1K
20K $703K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.02K
- 2.23%
$63.54 - $68.5 $64.6K - $69.6K
44.5K $3M
EVRG
Evergy, Inc.

Utilities
-1.27K
- 12.4%
$64.06 - $69.64 $81.2K - $88.3K
8.96K $617K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-7.38K
- 21.92%
$17.76 - $22.1 $131K - $163K
26.3K $581K
IT
Gartner Inc

Technology
-148
- 13.94%
$377.5 - $449.52 $55.9K - $66.5K
914 $369K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.09K
- 4.16%
$77.94 - $79.5 $84.8K - $86.5K
25.1K $1.99M
DOCU
Docusign, Inc.

Technology
-639
- 12.13%
$70.35 - $93.84 $45K - $60K
4.63K $360K
PAY
Paymentus Holdings, Inc.

Technology
-5.98K
- 30.94%
$24.13 - $39.84 $144K - $238K
13.3K $436K
WY
Weyerhaeuser CO

Real Estate
-1.33K
- 14.33%
$24.69 - $29.48 $32.9K - $39.2K
7.96K $204K
RPM
Rpm International Inc

Basic Materials
-443
- 16.47%
$96.97 - $117.58 $43K - $52.1K
2.25K $246K
HRL
Hormel Foods Corp

Consumer Defensive
-1.36K
- 3.9%
$29.11 - $31.44 $39.5K - $42.7K
33.4K $1.01M
FNF
Fidelity National Financial, Inc.

Financial Services
-191
- 3.28%
$53.62 - $66.59 $10.2K - $12.7K
5.63K $315K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-2.58K
- 28.15%
$27.3 - $31.8 $70.4K - $82K
6.58K $209K
CHK
Chesapeake Energy Corp

Energy
-727
- 3.75%
N/A
18.7K $1.6M
AEE
Ameren Corp

Utilities
-477
- 13.45%
$94.23 - $101.68 $44.9K - $48.5K
3.07K $294K
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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