Independent Advisor Alliance Buys Bank of America Corp, Truist Financial Corp, ProShares Ultra VIX Short-Term Futures ETF, Sells Freeport-McMoRan Inc, Tapestry Inc, Marathon Oil Corp

Investment company Independent Advisor Alliance (Current Portfolio) buys Bank of America Corp, Truist Financial Corp, ProShares Ultra VIX Short-Term Futures ETF, Blackstone Inc, The Mosaic Co, sells Freeport-McMoRan Inc, Tapestry Inc, Marathon Oil Corp, Devon Energy Corp, Capital City Bank Group Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Independent Advisor Alliance. As of 2021Q3, Independent Advisor Alliance owns 631 stocks with a total value of $1.8 billion. These are the details of the buys and sells.

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
  1. Apple Inc (AAPL) - 881,561 shares, 6.95% of the total portfolio. Shares reduced by 0.33%
  2. Amazon.com Inc (AMZN) - 26,885 shares, 4.92% of the total portfolio. Shares added by 1.97%
  3. Microsoft Corp (MSFT) - 294,986 shares, 4.64% of the total portfolio. Shares reduced by 2.44%
  4. Alphabet Inc (GOOGL) - 13,464 shares, 2.01% of the total portfolio. Shares reduced by 6.15%
  5. The Home Depot Inc (HD) - 87,665 shares, 1.60% of the total portfolio. Shares added by 1.56%
New Purchase: ProShares Ultra VIX Short-Term Futures ETF (UVXY)

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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