Independent Advisor Alliance Sells in Q3 2024

Independent Advisor Alliance

  • $2.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-92
- 1.74%
$138.85 - $182.81 $12.8K - $16.8K
5.19K $921K
EXC
Exelon Corp

Utilities
-446
- 2.65%
$34.24 - $40.55 $15.3K - $18.1K
16.4K $665K
UAL
United Airlines Holdings, Inc.

Industrials
-1.37K
- 7.12%
$37.88 - $58.85 $51.9K - $80.7K
17.9K $1.02M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-98
- 1.65%
$98.71 - $117.61 $9.67K - $11.5K
5.84K $687K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-161
- 0.93%
$73.55 - $97.62 $11.8K - $15.7K
17.2K $1.64M
CHE
Chemed Corp

Healthcare
-66
- 2.84%
$527.82 - $600.97 $34.8K - $39.7K
2.25K $1.35M
UBS
Ubs Group Ag

Financial Services
-505
- 0.59%
$27.97 - $31.42 $14.1K - $15.9K
85.6K $2.65M
IEFA
Ishares Tr

ETFs
-747
- 2.45%
$70.09 - $78.74 $52.4K - $58.8K
29.7K $2.32M
FE
Firstenergy Corp

Utilities
-370
- 1.82%
$38.25 - $44.54 $14.2K - $16.5K
20K $886K
NEM
Newmont Corp

Basic Materials
-440
- 3.84%
$41.65 - $55.85 $18.3K - $24.6K
11K $588K
DHR
Danaher Corp

Healthcare
-27
- 0.65%
$239.25 - $280.76 $6.46K - $7.58K
4.14K $1.15M
MFC
Manulife Financial Corp

Financial Services
-331
- 0.79%
$24.13 - $29.63 $7.99K - $9.81K
41.6K $1.23M
KHC
Kraft Heinz CO

Consumer Defensive
-384
- 0.87%
$31.86 - $36.13 $12.2K - $13.9K
43.8K $1.54M
VTR
Ventas, Inc.

Real Estate
-87
- 0.94%
$50.88 - $65.33 $4.43K - $5.68K
9.21K $590K
CCK
Crown Holdings Inc

Consumer Cyclical
-266
- 4.05%
$71.52 - $95.86 $19K - $25.5K
6.3K $603K
IP
International Paper CO

Consumer Cyclical
-442
- 1.81%
$42.55 - $49.98 $18.8K - $22.1K
23.9K $1.17M
PAYX
Paychex Inc

Industrials
-126
- 1.44%
$116.17 - $135.19 $14.6K - $17K
8.62K $1.16M
LHX
L3 Harris Technologies, Inc.

Industrials
-836
- 3.5%
$221.96 - $243.27 $186K - $203K
23.1K $5.49M
K
Kellogg CO

Consumer Defensive
-346
- 5.3%
$56.19 - $80.81 $19.4K - $28K
6.18K $499K
HBAN
Huntington Bancshares Inc

Financial Services
-270
- 0.31%
$12.84 - $15.15 $3.47K - $4.09K
86.4K $1.27M
RIO
Rio Tinto PLC

Basic Materials
-1.28K
- 2.96%
$59.71 - $71.21 $76.4K - $91.1K
42K $2.99M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-245
- 0.5%
$90.59 - $99.43 $22.2K - $24.4K
48.8K $4.63M
OKE
Oneok Inc

Energy
-209
- 1.13%
$78.62 - $95.27 $16.4K - $19.9K
18.3K $1.66M
ATO
Atmos Energy Corp

Utilities
-117
- 1.44%
$114.08 - $138.75 $13.3K - $16.2K
8K $1.11M
MS
Morgan Stanley

Financial Services
-890
- 2.4%
$92.07 - $106.96 $81.9K - $95.2K
36.2K $3.78M
AMP
Ameriprise Financial Inc

Financial Services
-79
- 1.63%
$391.53 - $469.81 $30.9K - $37.1K
4.77K $2.24M
COST
Costco Wholesale Corp

Consumer Defensive
-1.18K
- 3.46%
$801.83 - $917.05 $949K - $1.08M
33K $29.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-532
- 6.85%
$72.18 - $107.33 $38.4K - $57.1K
7.24K $768K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-7
- 0.72%
$1066.32 - $1355.99 $7.46K - $9.49K
963 $1.27M
AXON
Axon Enterprise, Inc.

Industrials
-48
- 1.88%
$286.16 - $399.6 $13.7K - $19.2K
2.51K $1M
FBT
First Trust Nyse Arca Biotechn

ETFs
-1.47K
- 5.16%
$152.39 - $172.91 $223K - $253K
27K $4.63M
SAP
Sap Se

Technology
-20
- 0.21%
$197.21 - $231.0 $3.94K - $4.62K
9.68K $2.22M
MET
Metlife Inc

Financial Services
-520
- 2.08%
$67.96 - $82.48 $35.3K - $42.9K
24.4K $2.02M
MFA
Mfa Financial, Inc.

Real Estate
-8.09K
- 4.47%
$10.45 - $13.17 $84.6K - $107K
173K $2.2M
CEG
Constellation Energy Corp

Utilities
-103
- 2.05%
$167.08 - $262.86 $17.2K - $27.1K
4.91K $1.28M
GIS
General Mills Inc

Consumer Defensive
-599
- 1.97%
$62.5 - $75.15 $37.4K - $45K
29.8K $2.2M
ED
Consolidated Edison Inc

Utilities
-377
- 1.64%
$88.42 - $104.97 $33.3K - $39.6K
22.6K $2.36M
NKE
Nike, Inc.

Consumer Cyclical
-4.36K
- 8.23%
$71.09 - $89.44 $310K - $390K
48.6K $4.29M
ADP
Automatic Data Processing Inc

Industrials
-758
- 5.6%
$233.44 - $279.45 $177K - $212K
12.8K $3.54M
SLG
Sl Green Realty Corp

Real Estate
-301
- 1.19%
$54.99 - $72.21 $16.6K - $21.7K
25K $1.74M
DE
Deere & CO

Industrials
-140
- 1.61%
$344.84 - $418.0 $48.3K - $58.5K
8.55K $3.57M
SLGN
Silgan Holdings Inc

Consumer Cyclical
-111
- 0.34%
$41.32 - $52.69 $4.59K - $5.85K
32.3K $1.7M
IRM
Iron Mountain Inc

Real Estate
-9.34K
- 18.98%
$89.69 - $119.32 $838K - $1.11M
39.8K $4.74M
BWXT
Bwx Technologies, Inc.

Industrials
-514
- 1.83%
$92.38 - $108.7 $47.5K - $55.9K
27.5K $2.99M
PWR
Quanta Services, Inc.

Industrials
-424
- 3.99%
$239.58 - $298.23 $102K - $126K
10.2K $3.04M
WEC
Wec Energy Group, Inc.

Utilities
-391
- 1.8%
$77.68 - $96.19 $30.4K - $37.6K
21.3K $2.05M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-8.33K
- 16.56%
$57.22 - $80.08 $476K - $667K
42K $3.27M
CSCO
Cisco Systems, Inc.

Technology
-1.19K
- 1.59%
$44.74 - $53.22 $53.1K - $63.1K
73.2K $3.89M
CLX
Clorox CO

Consumer Defensive
-153
- 1.02%
$131.73 - $166.97 $20.2K - $25.5K
14.9K $2.43M
Activity Summary
Buys All Purchases 337 New Holdings 68 Increased Positions 269 Sells All Sells 335 Reductions 335 Sold out 0 Options Calls 0 Puts 0
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