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Independent Advisor Alliance Buys Vanguard Total Stock Market, iShares Core U.S. ...

Independent Advisor Alliance

  • New Purchases: VTI , AGG , QQQ , PGX, BND, DIA, BWX, MDY, IVW, IVV,
  • Added Positions:AAPL, FSIC, T, AMGN, MRK, MSFT, AMZN, JPM, DUK, JNJ,
  • Reduced Positions:GOOGL, PM, MO, GILD, OXY, JCI, UAA, MDLZ, STZ, RE,
  • Sold Out:SE, EXPE, ORLY, VTR, VXX, VRX, GLW, DKS, PXD, TSN,

For the details of Independent Advisor Alliance's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Independent+Advisor+Alliance

These are the top 5 holdings of Independent Advisor Alliance

  1. Vanguard Total Stock Market ( VTI ) - 131,851 shares, 2.91% of the total portfolio. New Position
  2. Apple Inc ( AAPL ) - 94,617 shares, 2.49% of the total portfolio. Shares added by 19.38%
  3. iShares Core U.S. Aggregate Bond ( AGG ) - 120,805 shares, 2.4% of the total portfolio. New Position
  4. PowerShares QQQ Trust Series 1 ( QQQ ) - 95,914 shares, 2.32% of the total portfolio. New Position
  5. PowerShares Preferred Portfolio ( PGX ) - 633,759 shares, 1.73% of the total portfolio. New Position

New Purchase: Vanguard Total Stock Market ( VTI )

Independent Advisor Alliance initiated holdings in Vanguard Total Stock Market. The purchase prices were between $115.32 and $123.44, with an estimated average price of $119.72. The stock is now traded at around $122.55. The impact to the portfolio due to this purchase was 2.91%. The holdings were 131,851 shares as of 2017-03-31.

New Purchase: iShares Core U.S. Aggregate Bond ( AGG )

Independent Advisor Alliance initiated holdings in iShares Core U.S. Aggregate Bond. The purchase prices were between $107.12 and $109, with an estimated average price of $108.19. The stock is now traded at around $109.42. The impact to the portfolio due to this purchase was 2.4%. The holdings were 120,805 shares as of 2017-03-31.

New Purchase: PowerShares QQQ Trust Series 1 ( QQQ )

Independent Advisor Alliance initiated holdings in PowerShares QQQ Trust Series 1. The purchase prices were between $118.48 and $132.47, with an estimated average price of $127.59. The stock is now traded at around $138.25. The impact to the portfolio due to this purchase was 2.32%. The holdings were 95,914 shares as of 2017-03-31.

New Purchase: PowerShares Preferred Portfolio ( PGX )

Independent Advisor Alliance initiated holdings in PowerShares Preferred Portfolio. The purchase prices were between $14.23 and $14.82, with an estimated average price of $14.63. The stock is now traded at around $14.97. The impact to the portfolio due to this purchase was 1.73%. The holdings were 633,759 shares as of 2017-03-31.

New Purchase: Vanguard Total Bond Market (BND)

Independent Advisor Alliance initiated holdings in Vanguard Total Bond Market. The purchase prices were between $80.04 and $81.5, with an estimated average price of $80.87. The stock is now traded at around $81.77. The impact to the portfolio due to this purchase was 1.7%. The holdings were 114,562 shares as of 2017-03-31.

New Purchase: SPDR Dow Jones Industrial Average (DIA)

Independent Advisor Alliance initiated holdings in SPDR Dow Jones Industrial Average. The purchase prices were between $197.28 and $211.02, with an estimated average price of $203.86. The stock is now traded at around $207.57. The impact to the portfolio due to this purchase was 1.67%. The holdings were 44,159 shares as of 2017-03-31.

Added: FS Investment Corp (FSIC)

Independent Advisor Alliance added to the holdings in FS Investment Corp by 624.02%. The purchase prices were between $9.55 and $10.8, with an estimated average price of $10.23. The stock is now traded at around $9.05. The impact to the portfolio due to this purchase was 0.38%. The holdings were 248,905 shares as of 2017-03-31.

Added: Merck & Co Inc (MRK)

Independent Advisor Alliance added to the holdings in Merck & Co Inc by 83.52%. The purchase prices were between $59.92 and $66.58, with an estimated average price of $63.58. The stock is now traded at around $63.85. The impact to the portfolio due to this purchase was 0.17%. The holdings were 32,338 shares as of 2017-03-31.

Added: Amgen Inc (AMGN)

Independent Advisor Alliance added to the holdings in Amgen Inc by 299.85%. The purchase prices were between $150.73 and $182.6, with an estimated average price of $166.16. The stock is now traded at around $157.26. The impact to the portfolio due to this purchase was 0.17%. The holdings were 7,897 shares as of 2017-03-31.

Added: Microsoft Corp (MSFT)

Independent Advisor Alliance added to the holdings in Microsoft Corp by 27.03%. The purchase prices were between $62.3 and $65.86, with an estimated average price of $64.09. The stock is now traded at around $67.83. The impact to the portfolio due to this purchase was 0.16%. The holdings were 60,929 shares as of 2017-03-31.

Added: JPMorgan Chase & Co (JPM)

Independent Advisor Alliance added to the holdings in JPMorgan Chase & Co by 22.43%. The purchase prices were between $83.3 and $93.6, with an estimated average price of $88.22. The stock is now traded at around $84.94. The impact to the portfolio due to this purchase was 0.13%. The holdings were 44,987 shares as of 2017-03-31.

Added: Wal-Mart Stores Inc (WMT)

Independent Advisor Alliance added to the holdings in Wal-Mart Stores Inc by 74.52%. The purchase prices were between $65.66 and $72.39, with an estimated average price of $69.04. The stock is now traded at around $78.73. The impact to the portfolio due to this purchase was 0.09%. The holdings were 16,190 shares as of 2017-03-31.

Sold Out: Spectra Energy Corp (SE)

Independent Advisor Alliance sold out the holdings in Spectra Energy Corp. The sale prices were between $40.68 and $43.45, with an estimated average price of $41.93.

Sold Out: Expedia Inc (EXPE)

Independent Advisor Alliance sold out the holdings in Expedia Inc. The sale prices were between $112.44 and $131.2, with an estimated average price of $122.08.

Sold Out: O'Reilly Automotive Inc (ORLY)

Independent Advisor Alliance sold out the holdings in O'Reilly Automotive Inc. The sale prices were between $254.35 and $282.81, with an estimated average price of $270.93.

Sold Out: Ventas Inc (VTR)

Independent Advisor Alliance sold out the holdings in Ventas Inc. The sale prices were between $59.36 and $65.41, with an estimated average price of $62.27.

Sold Out: iPath S&P 500 VIX Short Term Futures TM ETN (VXX)

Independent Advisor Alliance sold out the holdings in iPath S&P 500 VIX Short Term Futures TM ETN. The sale prices were between $15.45 and $25.51, with an estimated average price of $18.63.

Sold Out: Valeant Pharmaceuticals International Inc (VRX)

Independent Advisor Alliance sold out the holdings in Valeant Pharmaceuticals International Inc. The sale prices were between $10.64 and $16.86, with an estimated average price of $13.76.

Reduced: Alphabet Inc (GOOGL)

Independent Advisor Alliance reduced to the holdings in Alphabet Inc by 66.85%. The sale prices were between $807.77 and $872.37, with an estimated average price of $840.98. The stock is now traded at around $956.55. The impact to the portfolio due to this sale was -1.4%. Independent Advisor Alliance still held 1,985 shares as of 2017-03-31.

Reduced: Philip Morris International Inc (PM)

Independent Advisor Alliance reduced to the holdings in Philip Morris International Inc by 39.4%. The sale prices were between $90.4 and $114.01, with an estimated average price of $103.17. The stock is now traded at around $114.95. The impact to the portfolio due to this sale was -1.25%. Independent Advisor Alliance still held 47,393 shares as of 2017-03-31.

Reduced: Gilead Sciences Inc (GILD)

Independent Advisor Alliance reduced to the holdings in Gilead Sciences Inc by 52.77%. The sale prices were between $65.59 and $76.38, with an estimated average price of $70.32. The stock is now traded at around $64.48. The impact to the portfolio due to this sale was -0.37%. Independent Advisor Alliance still held 10,876 shares as of 2017-03-31.

Reduced: Occidental Petroleum Corp (OXY)

Independent Advisor Alliance reduced to the holdings in Occidental Petroleum Corp by 58.53%. The sale prices were between $62.06 and $72.27, with an estimated average price of $66.53. The stock is now traded at around $60.85. The impact to the portfolio due to this sale was -0.17%. Independent Advisor Alliance still held 4,147 shares as of 2017-03-31.

Reduced: Johnson Controls International PLC (JCI)

Independent Advisor Alliance reduced to the holdings in Johnson Controls International PLC by 40.35%. The sale prices were between $40.82 and $44.3, with an estimated average price of $42.28. The stock is now traded at around $42.58. The impact to the portfolio due to this sale was -0.11%. Independent Advisor Alliance still held 9,123 shares as of 2017-03-31.

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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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