Integrated Advisors Network LLC Reduced Holdings in Q1 2025

Integrated Advisors Network LLC

  • $1.93 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AWK
American Water Works Company, Inc.

Utilities
-264
- 7.79%
$121.01 - $149.31 $31.9K - $39.4K
3.13K $461K
D
Dominion Energy, Inc

Utilities
-232
- 0.97%
$52.85 - $57.43 $12.3K - $13.3K
23.7K $1.33M
TRV
Travelers Companies, Inc.

Financial Services
-22
- 1.09%
$232.43 - $265.13 $5.11K - $5.83K
2K $529K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-200
- 0.63%
$23.43 - $25.55 $4.69K - $5.11K
31.6K $806K
WMB
Williams Companies, Inc.

Energy
-164
- 1.62%
$54.02 - $61.09 $8.86K - $10K
9.97K $595K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-847
- 6.28%
$56.12 - $68.15 $47.5K - $57.7K
12.6K $857K
VTR
Ventas, Inc.

Real Estate
-20
- 0.36%
$56.9 - $70.47 $1.14K - $1.41K
5.52K $379K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-14
- 0.42%
$110.55 - $130.35 $1.55K - $1.82K
3.35K $425K
FAST
Fastenal CO

Industrials
-128
- 1.1%
$71.11 - $79.98 $9.1K - $10.2K
11.5K $893K
RGLD
Royal Gold Inc

Basic Materials
-8
- 0.37%
$132.55 - $163.51 $1.06K - $1.31K
2.15K $350K
SONY
Sony Group Corp

Technology
-407
- 1.81%
$19.88 - $25.64 $8.09K - $10.4K
22K $559K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-21
- 0.04%
$73.78 - $76.59 $1.55K - $1.61K
51.5K $3.94M
MCD
Mcdonalds Corp

Consumer Cyclical
-119
- 2.09%
$279.74 - $321.29 $33.3K - $38.2K
5.58K $1.74M
SO
Southern CO

Utilities
-242
- 1.95%
$80.96 - $92.96 $19.6K - $22.5K
12.2K $1.12M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.42K
- 2.29%
$9.19 - $12.93 $13K - $18.3K
60.5K $675K
VCIT
Vanguard Intermediate Term Cor

ETFs
-347
- 0.34%
$79.17 - $82.04 $27.5K - $28.5K
101K $8.26M
TDG
Trans Digm Group Inc

Industrials
-14
- 1.1%
$1251.32 - $1394.11 $17.5K - $19.5K
1.26K $1.74M
TMUS
T Mobile Us, Inc.

Communication Services
-78
- 2.03%
$211.3 - $272.83 $16.5K - $21.3K
3.77K $1.01M
DFAX
Dimensional ETF Tr
-6.4K
- 2.99%
$24.45 - $27.2 $156K - $174K
208K $5.49M
SBUX
Starbucks Corp

Consumer Cyclical
-761
- 2.04%
$91.75 - $115.81 $69.8K - $88.1K
36.6K $3.57M
LLY
Eli Lilly & CO

Healthcare
-539
- 4.68%
$725.72 - $929.72 $391K - $501K
11K $9.07M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-681
- 11.45%
$80.53 - $147.57 $54.8K - $100K
5.27K $696K
IXUS
Ishares Tr

ETFs
-625
- 1.08%
$65.06 - $72.31 $40.7K - $45.2K
57.3K $4.03M
MDT
Medtronic PLC

Healthcare
-3.15K
- 6.53%
$79.84 - $94.5 $251K - $298K
45.1K $4.05M
DUK
Duke Energy Corp

Utilities
-134
- 0.84%
$105.87 - $121.97 $14.2K - $16.3K
15.9K $1.94M
CI
Cigna Corp

Healthcare
-994
- 9.46%
$274.49 - $329.0 $273K - $327K
9.51K $3.13M
VZ
Verizon Communications Inc

Communication Services
-7.29K
- 6.72%
$37.81 - $46.49 $276K - $339K
101K $4.59M
PLTR
Palantir Technologies Inc.

Technology
-313
- 0.95%
$64.98 - $124.62 $20.3K - $39K
32.5K $2.74M
RTX
Raytheon Technologies Corp

Industrials
-478
- 2.43%
$114.1 - $135.66 $54.5K - $64.8K
19.2K $2.55M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-43
- 2.48%
$1187.71 - $1432.58 $51.1K - $61.6K
1.69K $2.42M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.75K
- 10.88%
$442.66 - $534.52 $1.22M - $1.47M
22.5K $11.8M
XOM
Exxon Mobil Corp

Energy
-1.64K
- 3.17%
$105.44 - $118.93 $173K - $196K
50.2K $5.98M
T
At&T Inc.

Communication Services
-1.77K
- 2.02%
$21.56 - $28.28 $38.2K - $50.1K
86.1K $2.44M
AMGN
Amgen Inc

Healthcare
-27
- 0.22%
$258.59 - $327.36 $6.98K - $8.84K
12.3K $3.82M
GLD
Spdr Gold Trust

ETFs
-2.22K
- 6.27%
$243.19 - $288.14 $541K - $641K
33.2K $9.57M
CVX
Chevron Corp

Energy
-898
- 1.44%
$146.71 - $167.97 $132K - $151K
61.4K $10.3M
Activity Summary
Buys All Purchases 335 New Holdings 89 Increased Positions 246 Sells All Sells 337 Reductions 337 Sold out 0 Options Calls 4 Puts 1
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