- New Purchases: UVXY, LCID, GE, UP, CMP, FTNT, FXO, FXZ, SPWR, EBAY, CMC, GSL, BBWI, DAN, KIM, FANG, BRK.A, UPST, MOMO, TEAM, ABC, HEFA, SCHO, VTIP, AFG, STFC, HIG, INGR, DXC, NYCB, GSIE, GOVT, XEC, MTUM, BK, AGG, JOBY, AON, VIOV, ASAN, OTIS, FOXA, ATUS, HMC, J, RSG, ESRT, TEN, TEVA, ESPR, GL, KNX, CMRE, JEF, WPP, WSM, MCK, SPB, TELL, INUV, NOK, FTFT, QIPT, OGI, FCEL, DM, GNLN, IMAC, SOLO, ADMA,
- Added Positions: BAC, TFC, BX, MOS, PG, NVDA, SPG, AMZN, XOM, BTI, LOW, LH, V, FB, ROKU, BRK.B, KO, IRM, AMAT, GLW, JNJ, CRM, SO, ADBE, AXP, CSCO, CLX, NEE, INTC, MS, TRV, USB, UPS, RTX, UNH, PYPL, DOCU, ADI, CMCSA, DUK, EXC, GD, HSY, HD, MRK, PNC, PPG, PEP, PLUG, TTE, WM, MA, GLRE, AVGO, TSLA, GNL, ABT, APD, AMT, AMP, AMGN, NLY, ADP, GOLD, BDX, BAM, SCHW, CTAS, C, DLTR, D, EOG, ECL, LLY, FDX, IBM, ICE, INTU, MDLZ, KR, LMT, MTB, MKC, MCD, MDT, MSTR, NVO, OKE, ORCL, PAYX, PFE, LIN, RDS.A, SNY, UNP, VZ, WRB, WBA, WMB, WYNN, YUM, TMUS, TEL, MELI, PM, VRSK, DG, LYB, GM, ABBV, SBSW, LTRPA, TLRY, TLRY, SQ, TTD, FLGT, CRWD, ORCC, NET, DDOG, MSGE, GAN, ABNB, RBLX, FXD, FXN, SDVY, VIG, AFL, A, ALB, AB, MO, AEP, AZN, BP, BMO, BIIB, BLK, BMY, CBRE, CF, CNP, CERN, CHD, CI, STZ, CMI, DHI, DTE, DHR, DRI, DEO, DLR, DPZ, EIX, EMR, EPD, EQIX, EXAS, FAST, FNF, FCCO, FISV, WELL, HRC, SVC, PWFL, KLAC, KEY, KMB, LRCX, LAMR, LEN, LNC, MMP, MAR, MMC, MRVL, SPGI, MU, NVR, NEM, ES, NVS, OXY, OMC, PENN, BKNG, PFG, PGR, PSEC, O, WRK, RY, SAP, STX, WPM, SIRI, JOE, SWK, STXS, SYK, SUI, SYY, TJX, TTWO, AXON, TXRH, TMO, TOL, TM, RIG, MUX, VTR, WPC, ANTM, WFC, WEC, CMG, OPRX, ET, HBI, WU, GRBK, DFS, AWK, HROW, BUD, DBRG, QUAD, NOVT, NXPI, LPLA, KMI, ARCO, UAN, SAVE, ORC, SRC, MPLX, FUBO, ZTS, IQV, VEEV, TWTR, CHGG, CGC, LBRDK, XHR, ETSY, SHOP, TWLO, IIPR, SNAP, OKTA, RDFN, TRMT, ZS, IQ, DOW, PINS, CHWY, ONEM, CARR, AYRO, NKLA, RIDE, CHPT, CHPT, BIZD, BND, CSM, DGRO, FIDU, IEFA, IEMG, IJR, IWF, NOBL, REM, SCHX, SHV, SPMD, SRLN, UCON, VUG,
- Reduced Positions: FCX, NUE, COF, CC, UBER, MRNA, CSX, UAL, GOOGL, MSFT, COIN, CAT, JPM, GLD, F, SEDG, SLV, HON, QCOM, SBUX, TSM, DIS, PLTR, TGT, FVRR, GSK, GS, NSC, LSXMK, IVZ, VIAC, DD, OLN, PPL, RPM, LUV, CIM, BABA, NVST, KRE, LNT, AEO, ADM, DISCA, DOV, ETN, HUM, JCI, LXP, MGEE, NKE, NOC, SIVB, XPO, AER, KKR, MPC, NRZ, GOOG, FSK, JD, FRPT, STOR, TDOC, NVCR, BILI, SWAV, BYND, PTON, SNOW, SPY, VXX, ABM, PLD, ASML, ALL, AMED, AWR, BWA, CBRL, CVS, CWT, KMX, CE, CNC, FIS, CSGP, COKE, CGNX, CBSH, CAG, ED, DXCM, EA, EPR, EL, FRT, FITB, FE, GIS, GILD, HRL, HBAN, MTCH, IDXX, ISRG, KSS, LKQ, LANC, LYG, MAS, MAA, VTRS, NICE, NTES, NBIX, NDSN, NWN, PH, PEGA, PAA, PRU, QDEL, RCL, SJW, SWKS, SCL, SPH, SNPS, SNV, TSCO, TREX, URI, EVRG, WY, WWD, XEL, RDS.B, CODI, EDU, DAL, PODD, LULU, MASI, OCSL, CIT, EXPI, ZNGA, TRIP, ENPH, RPAI, PSX, NOW, SUN, NCLH, WIX, AAL, NBEV, HUBS, NVTA, PLNT, BL, PLYM, SE, BV, NIO, FSLY, CTVA, VVNT, DKNG, GXO, FTEC, IAU,
- Sold Out: TPR, MRO, CCBG, DVN, CLF, DIA, FXL, QQQ, FDN, FTXR, R, SOXX, VMI, MOH, CFG, BHP, PSTH, HIMX, HEES, XLE, RIO, IYM, MHK, PAVE, GPS, ITA, IYJ, FSR, USO, BLNK, LMND, WORK, LL, ALXN, LVS, MXIM, VMC, Z, EMN, FMC, KHC, W, SON, VRTX, GLDM, VLDR, SPCE, DBO, ARKK, AMLP, ALK, PTMN, GTTN, DS, DTM,
For the details of Independent Advisor Alliance's stock buys and sells, go to https://www.gurufocus.com/guru/independent+advisor+alliance/current-portfolio/portfolio
These are the top 5 holdings of Independent Advisor Alliance- Apple Inc (AAPL) - 881,561 shares, 6.95% of the total portfolio. Shares reduced by 0.33%
- Amazon.com Inc (AMZN) - 26,885 shares, 4.92% of the total portfolio. Shares added by 1.97%
- Microsoft Corp (MSFT) - 294,986 shares, 4.64% of the total portfolio. Shares reduced by 2.44%
- Alphabet Inc (GOOGL) - 13,464 shares, 2.01% of the total portfolio. Shares reduced by 6.15%
- The Home Depot Inc (HD) - 87,665 shares, 1.60% of the total portfolio. Shares added by 1.56%
Independent Advisor Alliance initiated holding in ProShares Ultra VIX Short-Term Futures ETF. The purchase prices were between $20.49 and $35.65, with an estimated average price of $25.42. The stock is now traded at around $16.130000. The impact to a portfolio due to this purchase was 0.37%. The holding were 268,620 shares as of 2021-09-30.
New Purchase: Lucid Group Inc (LCID)Independent Advisor Alliance initiated holding in Lucid Group Inc. The purchase prices were between $17.79 and $26.83, with an estimated average price of $22.57. The stock is now traded at around $36.530000. The impact to a portfolio due to this purchase was 0.17%. The holding were 123,548 shares as of 2021-09-30.
New Purchase: Compass Minerals International Inc (CMP)Independent Advisor Alliance initiated holding in Compass Minerals International Inc. The purchase prices were between $58.82 and $70.33, with an estimated average price of $65.72. The stock is now traded at around $69.250000. The impact to a portfolio due to this purchase was 0.12%. The holding were 32,844 shares as of 2021-09-30.
New Purchase: General Electric Co (GE)Independent Advisor Alliance initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $106.230000. The impact to a portfolio due to this purchase was 0.12%. The holding were 21,271 shares as of 2021-09-30.
New Purchase: Wheels Up Experience Inc (UP)Independent Advisor Alliance initiated holding in Wheels Up Experience Inc. The purchase prices were between $0 and $10.62, with an estimated average price of $7.76. The stock is now traded at around $7.360000. The impact to a portfolio due to this purchase was 0.12%. The holding were 331,972 shares as of 2021-09-30.
New Purchase: SunPower Corp (SPWR)Independent Advisor Alliance initiated holding in SunPower Corp. The purchase prices were between $20.55 and $29.59, with an estimated average price of $23.44. The stock is now traded at around $33.850000. The impact to a portfolio due to this purchase was 0.08%. The holding were 66,157 shares as of 2021-09-30.
Added: Bank of America Corp (BAC)Independent Advisor Alliance added to a holding in Bank of America Corp by 106.31%. The purchase prices were between $36.93 and $43.26, with an estimated average price of $40.31. The stock is now traded at around $47.850000. The impact to a portfolio due to this purchase was 0.54%. The holding were 444,821 shares as of 2021-09-30.
Added: Truist Financial Corp (TFC)Independent Advisor Alliance added to a holding in Truist Financial Corp by 79.59%. The purchase prices were between $52.18 and $60.15, with an estimated average price of $55.89. The stock is now traded at around $64.430000. The impact to a portfolio due to this purchase was 0.41%. The holding were 285,605 shares as of 2021-09-30.
Added: Blackstone Inc (BX)Independent Advisor Alliance added to a holding in Blackstone Inc by 59.77%. The purchase prices were between $97.11 and $135.04, with an estimated average price of $115.96. The stock is now traded at around $137.570000. The impact to a portfolio due to this purchase was 0.21%. The holding were 87,360 shares as of 2021-09-30.
Added: The Mosaic Co (MOS)Independent Advisor Alliance added to a holding in The Mosaic Co by 765.60%. The purchase prices were between $28.79 and $36.84, with an estimated average price of $31.98. The stock is now traded at around $41.460000. The impact to a portfolio due to this purchase was 0.17%. The holding were 97,267 shares as of 2021-09-30.
Added: Simon Property Group Inc (SPG)Independent Advisor Alliance added to a holding in Simon Property Group Inc by 33.92%. The purchase prices were between $117.19 and $136.42, with an estimated average price of $130.23. The stock is now traded at around $149.360000. The impact to a portfolio due to this purchase was 0.11%. The holding were 61,675 shares as of 2021-09-30.
Added: Exxon Mobil Corp (XOM)Independent Advisor Alliance added to a holding in Exxon Mobil Corp by 29.34%. The purchase prices were between $52.73 and $63.26, with an estimated average price of $57.05. The stock is now traded at around $65.630000. The impact to a portfolio due to this purchase was 0.1%. The holding were 132,349 shares as of 2021-09-30.
Sold Out: Tapestry Inc (TPR)Independent Advisor Alliance sold out a holding in Tapestry Inc. The sale prices were between $37.02 and $44.7, with an estimated average price of $41.16.
Sold Out: Marathon Oil Corp (MRO)Independent Advisor Alliance sold out a holding in Marathon Oil Corp. The sale prices were between $10.68 and $14.17, with an estimated average price of $12.08.
Sold Out: Devon Energy Corp (DVN)Independent Advisor Alliance sold out a holding in Devon Energy Corp. The sale prices were between $24.93 and $35.75, with an estimated average price of $28.39.
Sold Out: Capital City Bank Group Inc (CCBG)Independent Advisor Alliance sold out a holding in Capital City Bank Group Inc. The sale prices were between $22.23 and $26.08, with an estimated average price of $23.84.
Sold Out: Cleveland-Cliffs Inc (CLF)Independent Advisor Alliance sold out a holding in Cleveland-Cliffs Inc. The sale prices were between $19.26 and $26.02, with an estimated average price of $22.8.
Sold Out: SPDR Dow Jones Industrial Average ETF (DIA)Independent Advisor Alliance sold out a holding in SPDR Dow Jones Industrial Average ETF. The sale prices were between $338.18 and $355.08, with an estimated average price of $348.19.
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