Alera Investment Advisors
Latest statistics and disclosures from Alera Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, IVW, IWF, SPYV, IWD, and represent 32.47% of Alera Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPLG (+$96M), IVW (+$43M), DYNF (+$32M), QUAL (+$28M), IYW (+$19M), IVE (+$18M), TLT (+$14M), MBB (+$14M), AGG (+$13M), EMXC (+$13M).
- Started 127 new stock positions in IGEB, TLH, FCX, SHY, GS, TJX, OXY, SO, MNTK, ZTS.
- Reduced shares in these 10 stocks: IWF (-$110M), IWD (-$98M), VEA (-$30M), VWO (-$19M), TIP (-$15M), SPTL (-$14M), EFG (-$13M), IWM (-$10M), SPYG (-$9.7M), SPYV (-$8.5M).
- Sold out of its positions in TEAM, CTVA, FND, HSY, ILMN, KJAN, EJAN, PJUN, BJUL, PAPR. LPL, NTRS, SNOW, TM, USB, UPS, VTV, MDT.
- Alera Investment Advisors was a net buyer of stock by $81M.
- Alera Investment Advisors has $831M in assets under management (AUM), dropping by 12.34%.
- Central Index Key (CIK): 0001759485
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Portfolio Holdings for Alera Investment Advisors
Alera Investment Advisors holds 278 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Portfolio S&p 500 Etf Etf (SPLG) | 11.6 | $97M | +15952% | 1.5M | 64.00 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 7.2 | $60M | +250% | 644k | 92.54 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 5.5 | $46M | -70% | 126k | 364.51 |
|
| Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 4.3 | $36M | -19% | 728k | 48.74 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 3.9 | $32M | -75% | 184k | 174.48 |
|
| Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF) | 3.9 | $32M | NEW | 684k | 46.94 |
|
| Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 3.6 | $30M | -24% | 372k | 80.13 |
|
| Ishares S&p 500 Value Etf Etf (IVE) | 3.4 | $28M | +168% | 156k | 182.00 |
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 3.3 | $28M | NEW | 162k | 170.76 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 3.2 | $26M | +41% | 246k | 106.55 |
|
| Ishares U.s. Technology Etf Etf (IYW) | 2.3 | $19M | NEW | 128k | 150.52 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 2.0 | $17M | -64% | 340k | 49.42 |
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 1.8 | $15M | +723% | 156k | 97.07 |
|
| Ishares Short-term National Muni Bond Etf Etf (SUB) | 1.8 | $15M | +45% | 143k | 104.55 |
|
| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 1.7 | $14M | NEW | 153k | 91.78 |
|
| Ishares Mbs Etf Etf (MBB) | 1.6 | $14M | NEW | 148k | 91.81 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 1.6 | $13M | +5423% | 220k | 59.21 |
|
| Schwab Us Aggregate Bond Etf Etf (SCHZ) | 1.5 | $12M | NEW | 270k | 45.58 |
|
| Apple Stock (AAPL) | 1.4 | $12M | +29% | 57k | 210.62 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 1.4 | $11M | -63% | 260k | 43.76 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 1.3 | $11M | -17% | 140k | 78.33 |
|
| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 1.2 | $10M | NEW | 206k | 50.11 |
|
| Microsoft Corp Stock (MSFT) | 1.2 | $10M | +53% | 23k | 446.95 |
|
| Ishares Emerging Markets Equity Factor Etf Etf (EMGF) | 1.2 | $10M | NEW | 215k | 46.67 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 1.1 | $9.3M | +3871% | 17k | 547.23 |
|
| Ishares Msci Eafe Growth Etf Etf (EFG) | 1.0 | $7.9M | -62% | 78k | 102.30 |
|
| Blackrock Flexible Income Etf Etf (BINC) | 0.8 | $7.0M | NEW | 134k | 52.20 |
|
| Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) | 0.8 | $6.9M | NEW | 194k | 35.55 |
|
| Nvidia Corporation Stock (NVDA) | 0.8 | $6.8M | +1334% | 55k | 123.54 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.7 | $6.2M | +18% | 85k | 72.64 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.7 | $5.6M | -6% | 11k | 500.13 |
|
| Spdr Portfolio Tips Etf Etf (SPIP) | 0.6 | $5.0M | NEW | 195k | 25.42 |
|
| Ishares U.s. Infrastructure Etf Etf (IFRA) | 0.6 | $4.9M | NEW | 116k | 42.12 |
|
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.6 | $4.8M | -31% | 90k | 53.53 |
|
| Amazon Stock (AMZN) | 0.5 | $4.3M | +11% | 22k | 193.25 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.5 | $3.8M | -73% | 19k | 202.89 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.4 | $3.7M | 6.8k | 544.22 |
|
|
| Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) | 0.4 | $3.7M | -69% | 31k | 117.49 |
|
| Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) | 0.4 | $3.4M | NEW | 95k | 36.28 |
|
| Ishares Core Msci Total International Stock Etf Etf (IXUS) | 0.4 | $3.4M | NEW | 50k | 67.56 |
|
| Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) | 0.4 | $3.4M | NEW | 71k | 47.19 |
|
| Vanguard Mid-cap Etf Etf (VO) | 0.4 | $3.3M | 14k | 242.10 |
|
|
| Meta Platforms Inc Cl A Stock (META) | 0.4 | $3.1M | +124% | 6.2k | 504.23 |
|
| Ishares Investment Grade Systematic Bond Etf Etf (IGEB) | 0.4 | $3.1M | NEW | 71k | 44.36 |
|
| Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) | 0.4 | $3.0M | NEW | 34k | 88.48 |
|
| Ishares S&p 100 Etf Etf (OEF) | 0.4 | $2.9M | NEW | 11k | 264.30 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.3 | $2.9M | +70% | 16k | 182.15 |
|
| Ishares Tips Bond Etf Etf (TIP) | 0.3 | $2.6M | -84% | 24k | 106.78 |
|
| Eli Lilly & Co Stock (LLY) | 0.3 | $2.5M | +99% | 2.7k | 905.42 |
|
| Broadcom Stock (AVGO) | 0.3 | $2.2M | +99% | 1.4k | 1605.50 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.2 | $2.1M | +25% | 10k | 202.26 |
|
| Spdr Portfolio Long Term Treasury Etf Etf (SPTL) | 0.2 | $2.0M | -87% | 74k | 27.22 |
|
| Ishares Msci Eafe Value Etf Etf (EFV) | 0.2 | $1.9M | +614% | 36k | 53.04 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.2 | $1.8M | +77% | 10k | 183.42 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.2 | $1.7M | -6% | 16k | 106.66 |
|
| Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN) | 0.2 | $1.6M | -35% | 41k | 40.23 |
|
| Spdr S&p Dividend Etf Etf (SDY) | 0.2 | $1.6M | 13k | 127.18 |
|
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.2 | $1.6M | +52% | 3.9k | 406.80 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $1.6M | -34% | 11k | 142.74 |
|
| Taiwan Semiconductor Mfg Adr (TSM) | 0.2 | $1.6M | +61% | 9.0k | 173.81 |
|
| Unitedhealth Group Stock (UNH) | 0.2 | $1.5M | -13% | 2.9k | 509.25 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.2 | $1.5M | -33% | 9.6k | 152.30 |
|
| Visa Inc Com Cl A Stock (V) | 0.2 | $1.5M | +11% | 5.5k | 262.46 |
|
| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.2 | $1.4M | NEW | 64k | 22.57 |
|
| Costco Whsl Corp Stock (COST) | 0.2 | $1.4M | +32% | 1.7k | 850.00 |
|
| Tesla Stock (TSLA) | 0.2 | $1.4M | +131% | 7.2k | 197.88 |
|
| Home Depot Stock (HD) | 0.2 | $1.4M | +6% | 4.0k | 344.22 |
|
| Innovator International Developed Power Buffer Etf - January Etf (IJAN) | 0.2 | $1.3M | -27% | 42k | 31.41 |
|
| Procter And Gamble Stock (PG) | 0.2 | $1.3M | +51% | 7.6k | 164.93 |
|
| Merck & Co Stock (MRK) | 0.1 | $1.2M | +49% | 9.7k | 123.80 |
|
| Vanguard Small Cap Value Etf Etf (VBR) | 0.1 | $1.2M | 6.3k | 182.52 |
|
|
| Exxon Mobil Corp Stock (XOM) | 0.1 | $1.2M | +76% | 10k | 115.12 |
|
| Ishares Russell 3000 Etf Etf (IWV) | 0.1 | $1.1M | 3.7k | 308.67 |
|
|
| Arista Networks Stock (ANET) | 0.1 | $1.1M | -41% | 3.1k | 350.40 |
|
| Walmart Stock (WMT) | 0.1 | $1.0M | +145% | 16k | 67.71 |
|
| Ishares Convertible Bond Etf Etf (ICVT) | 0.1 | $1.0M | NEW | 13k | 78.63 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $978k | +107% | 2.2k | 441.15 |
|
| Ishares 1-3 Year Treasury Bond Etf Etf (SHY) | 0.1 | $965k | NEW | 12k | 81.65 |
|
| Philip Morris Intl Stock (PM) | 0.1 | $959k | +173% | 9.5k | 101.33 |
|
| Cme Group Stock (CME) | 0.1 | $936k | -18% | 4.8k | 196.60 |
|
| Abbvie Stock (ABBV) | 0.1 | $921k | +66% | 5.4k | 171.53 |
|
| Johnson & Johnson Stock (JNJ) | 0.1 | $885k | -16% | 6.1k | 146.15 |
|
| Netflix Stock (NFLX) | 0.1 | $883k | +158% | 1.3k | 674.90 |
|
| Astrazeneca Adr (AZN) | 0.1 | $876k | -21% | 11k | 78.00 |
|
| Ge Aerospace Stock (GE) | 0.1 | $860k | -44% | 5.4k | 158.97 |
|
| Honeywell Intl Stock (HON) | 0.1 | $803k | -8% | 3.8k | 213.50 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.1 | $802k | -22% | 1.5k | 553.00 |
|
| Intuitive Surgical Stock (ISRG) | 0.1 | $796k | -42% | 1.8k | 444.84 |
|
| Aon Plc Shs Cl A Stock (AON) | 0.1 | $793k | 2.7k | 293.56 |
|
|
| Bank America Corp Stock (BAC) | 0.1 | $776k | -4% | 20k | 39.77 |
|
| Asml Holding N V N Y Registry Adr (ASML) | 0.1 | $775k | +62% | 758.00 | 1022.75 |
|
| Mckesson Corp Stock (MCK) | 0.1 | $746k | -34% | 1.3k | 584.06 |
|
| Innovator U.s. Equity Power Buffer Etf - July Etf (PJUL) | 0.1 | $723k | 19k | 38.85 |
|
|
| Abbott Labs Stock (ABT) | 0.1 | $709k | -30% | 6.8k | 103.91 |
|
| Ishares 3-7 Year Treasury Bond Etf Etf (IEI) | 0.1 | $701k | NEW | 6.1k | 115.47 |
|
| Adobe Stock (ADBE) | 0.1 | $680k | +159% | 1.2k | 555.54 |
|
| Danaher Corporation Stock (DHR) | 0.1 | $665k | +42% | 2.7k | 249.82 |
|
| Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 0.1 | $662k | NEW | 7.9k | 83.96 |
|
| Morgan Stanley Stock (MS) | 0.1 | $648k | -37% | 6.7k | 97.19 |
|
| Icici Bank Adr (IBN) | 0.1 | $642k | -43% | 22k | 28.81 |
|
| Automatic Data Processing Stock (ADP) | 0.1 | $633k | -26% | 2.7k | 238.71 |
|
| Union Pac Corp Stock (UNP) | 0.1 | $629k | -17% | 2.8k | 226.23 |
|
| Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.1 | $627k | NEW | 6.1k | 102.70 |
|
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.1 | $625k | NEW | 12k | 51.24 |
|
| Coca Cola Stock (KO) | 0.1 | $610k | 9.6k | 63.65 |
|
|
| Sap Se Adr (SAP) | 0.1 | $607k | +54% | 3.0k | 201.71 |
|
| Progressive Corp Stock (PGR) | 0.1 | $607k | +146% | 2.9k | 207.71 |
|
| Verizon Communications Stock (VZ) | 0.1 | $606k | NEW | 15k | 41.24 |
|
| Innovator U.s. Equity Power Buffer Etf - March Etf (PMAR) | 0.1 | $605k | -23% | 16k | 37.92 |
|
| Analog Devices Stock (ADI) | 0.1 | $600k | +7% | 2.6k | 228.24 |
|
| Schwab Fundamental International Small Equity Etf Etf (FNDC) | 0.1 | $600k | 17k | 34.76 |
|
|
| Chevron Corp Stock (CVX) | 0.1 | $590k | -39% | 3.8k | 156.43 |
|
| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.1 | $581k | NEW | 7.8k | 74.89 |
|
| Ishares Msci Eafe Small-cap Etf Etf (SCZ) | 0.1 | $564k | -16% | 9.2k | 61.64 |
|
| Mcdonalds Corp Stock (MCD) | 0.1 | $564k | +10% | 2.2k | 254.85 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.1 | $562k | +3% | 2.1k | 267.51 |
|
| Salesforce Stock (CRM) | 0.1 | $562k | +151% | 2.2k | 257.10 |
|
| Texas Instrs Stock (TXN) | 0.1 | $544k | -40% | 2.8k | 194.53 |
|
| Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 0.1 | $543k | NEW | 4.5k | 119.32 |
|
| Amgen Stock (AMGN) | 0.1 | $542k | +117% | 1.7k | 312.47 |
|
| Cisco Sys Stock (CSCO) | 0.1 | $539k | +30% | 11k | 47.51 |
|
| Caterpillar Stock (CAT) | 0.1 | $538k | +27% | 1.6k | 333.12 |
|
| Nextera Energy Stock (NEE) | 0.1 | $537k | -55% | 7.6k | 70.81 |
|
| Lam Research Corp Stock (LRCX) | 0.1 | $527k | -47% | 495.00 | 1064.85 |
|
| Vanguard Total Bond Market Etf Etf (BND) | 0.1 | $522k | NEW | 7.3k | 72.05 |
|
| Colgate Palmolive Stock (CL) | 0.1 | $517k | 5.3k | 97.03 |
|
|
| Booking Holdings Stock (BKNG) | 0.1 | $515k | NEW | 130.00 | 3962.00 |
|
| Blackrock Stock (BLK) | 0.1 | $515k | -36% | 654.00 | 787.33 |
|
| Rtx Corporation Stock (RTX) | 0.1 | $509k | +87% | 5.1k | 100.40 |
|
| Chubb Stock (CB) | 0.1 | $507k | NEW | 2.0k | 255.08 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $502k | 2.7k | 182.55 |
|
|
| Gallagher Arthur J & Co Stock (AJG) | 0.1 | $492k | -55% | 1.9k | 259.31 |
|
| Oracle Corp Stock (ORCL) | 0.1 | $483k | +48% | 3.4k | 141.20 |
|
| Advanced Micro Devices Stock (AMD) | 0.1 | $482k | +97% | 3.0k | 162.20 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $479k | NEW | 7.3k | 65.44 |
|
| Ishares Russell 1000 Etf Etf (IWB) | 0.1 | $477k | +3% | 1.6k | 297.54 |
|
| Conocophillips Stock (COP) | 0.1 | $473k | 4.1k | 114.38 |
|
|
| Synopsys Stock (SNPS) | 0.1 | $468k | +78% | 787.00 | 595.05 |
|
| Applied Matls Stock (AMAT) | 0.1 | $464k | +54% | 2.0k | 236.00 |
|
| S&p Global Stock (SPGI) | 0.1 | $456k | +47% | 1.0k | 446.00 |
|
| Zoetis Inc Cl A Stock (ZTS) | 0.1 | $450k | NEW | 2.6k | 173.36 |
|
| Schwab Charles Corp Stock (SCHW) | 0.1 | $447k | NEW | 6.1k | 73.68 |
|
| Carrier Global Corporation Stock (CARR) | 0.1 | $446k | NEW | 7.1k | 63.08 |
|
| Fastenal Stock (FAST) | 0.1 | $441k | -45% | 7.0k | 62.84 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $440k | -54% | 11k | 39.16 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.1 | $436k | NEW | 930.00 | 468.71 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.1 | $429k | +144% | 1.4k | 303.44 |
|
| Micron Technology Stock (MU) | 0.1 | $429k | +48% | 3.3k | 131.53 |
|
| Ishares Short Treasury Bond Etf Etf (SHV) | 0.1 | $423k | NEW | 3.8k | 110.50 |
|
| BP Adr (BP) | 0.1 | $421k | NEW | 12k | 36.10 |
|
| Marsh & Mclennan Cos Stock (MMC) | 0.1 | $419k | NEW | 2.0k | 210.71 |
|
| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $418k | NEW | 398.00 | 1051.00 |
|
| Innovator U.s. Equity Power Buffer Etf - February Etf (PFEB) | 0.1 | $416k | -11% | 12k | 35.13 |
|
| Wisdomtree Floating Rate Treasury Fund Etf (USFR) | 0.0 | $414k | NEW | 8.2k | 50.31 |
|
| Wells Fargo Stock (WFC) | 0.0 | $412k | NEW | 6.9k | 59.39 |
|
| Ishares Gnma Bond Etf Etf (GNMA) | 0.0 | $408k | NEW | 9.5k | 43.07 |
|
| Ametek Stock (AME) | 0.0 | $407k | NEW | 2.4k | 166.71 |
|
| Novartis Adr (NVS) | 0.0 | $405k | -40% | 3.8k | 106.46 |
|
| Qualcomm Stock (QCOM) | 0.0 | $404k | NEW | 2.0k | 199.18 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $399k | -6% | 1.9k | 213.31 |
|
| Lockheed Martin Corp Stock (LMT) | 0.0 | $398k | NEW | 851.00 | 467.11 |
|
| Ishares U.s. Energy Etf Etf (IYE) | 0.0 | $397k | NEW | 8.3k | 48.00 |
|
| Kla Corp Stock (KLAC) | 0.0 | $390k | +47% | 473.00 | 824.56 |
|
| Altria Group Stock (MO) | 0.0 | $386k | NEW | 8.5k | 45.55 |
|
| Paychex Stock (PAYX) | 0.0 | $384k | -20% | 3.2k | 118.56 |
|
| Innovator U.s. Equity Power Buffer Etf - August Etf (PAUG) | 0.0 | $383k | -2% | 11k | 36.51 |
|
| Intuit Stock (INTU) | 0.0 | $375k | NEW | 571.00 | 657.22 |
|
| Innovator U.s. Equity Buffer Etf - June Etf (BJUN) | 0.0 | $367k | 9.4k | 39.08 |
|
|
| Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) | 0.0 | $364k | -64% | 2.4k | 153.88 |
|
| Servicenow Stock (NOW) | 0.0 | $356k | NEW | 452.00 | 786.62 |
|
| Oreilly Automotive Stock (ORLY) | 0.0 | $355k | NEW | 336.00 | 1056.00 |
|
| HSBC HLDGS Adr (HSBC) | 0.0 | $350k | NEW | 8.0k | 43.52 |
|
| Goldman Sachs Group Stock (GS) | 0.0 | $350k | NEW | 773.00 | 452.29 |
|
| Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS) | 0.0 | $347k | NEW | 3.5k | 98.12 |
|
| Fedex Corp Stock (FDX) | 0.0 | $341k | NEW | 1.1k | 299.88 |
|
| Canadian Pacific Kansas City Stock (CP) | 0.0 | $338k | -69% | 4.3k | 78.73 |
|
| Eog Res Stock (EOG) | 0.0 | $338k | -58% | 2.7k | 125.87 |
|
| Totalenergies Se Adr (TTE) | 0.0 | $337k | +68% | 5.1k | 66.67 |
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| Royal Bk Cda Stock (RY) | 0.0 | $336k | NEW | 3.2k | 106.37 |
|
| Starbucks Corp Stock (SBUX) | 0.0 | $335k | -29% | 4.3k | 77.85 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.0 | $333k | NEW | 1.5k | 218.20 |
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| Waste Connections Stock (WCN) | 0.0 | $330k | -65% | 1.9k | 175.37 |
|
| Cummins Stock (CMI) | 0.0 | $329k | -28% | 1.2k | 276.94 |
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| Datadog Inc Cl A Stock (DDOG) | 0.0 | $323k | -70% | 2.5k | 129.70 |
|
| Equinix Reit (EQIX) | 0.0 | $322k | NEW | 426.00 | 756.67 |
|
| Schlumberger Ltd Com Stk Stock (SLB) | 0.0 | $322k | NEW | 6.8k | 47.19 |
|
| At&t Stock (T) | 0.0 | $312k | NEW | 16k | 19.11 |
|
| Lowes Cos Stock (LOW) | 0.0 | $309k | -57% | 1.4k | 220.45 |
|
| Innovator International Developed Power Buffer Etf - July Etf (IJUL) | 0.0 | $307k | -43% | 11k | 28.12 |
|
| Marathon Pete Corp Stock (MPC) | 0.0 | $303k | +30% | 1.7k | 173.47 |
|
| Elevance Health Stock (ELV) | 0.0 | $302k | NEW | 557.00 | 541.86 |
|
| International Business Machs Stock (IBM) | 0.0 | $302k | NEW | 1.7k | 172.96 |
|
| T-mobile Us Stock (TMUS) | 0.0 | $301k | NEW | 1.7k | 176.17 |
|
| Linde Stock (LIN) | 0.0 | $299k | -72% | 681.00 | 438.79 |
|
| Motorola Solutions Stock (MSI) | 0.0 | $298k | NEW | 772.00 | 386.04 |
|
| Gilead Sciences Stock (GILD) | 0.0 | $298k | NEW | 4.3k | 68.62 |
|
| Lpl Finl Hldgs Stock (LPLA) | 0.0 | $295k | -60% | 1.1k | 279.31 |
|
| Entegris Stock (ENTG) | 0.0 | $293k | -72% | 2.2k | 135.40 |
|
| Amphenol Corp New Cl A Stock (APH) | 0.0 | $290k | NEW | 4.3k | 67.38 |
|
| Illinois Tool Wks Stock (ITW) | 0.0 | $289k | NEW | 1.2k | 236.94 |
|
| American Express Stock (AXP) | 0.0 | $289k | NEW | 1.2k | 231.55 |
|
| Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) | 0.0 | $288k | -71% | 2.9k | 100.65 |
|
| Chunghwa Telecom Co Ltd Spon Adr New11 Adr (CHT) | 0.0 | $286k | NEW | 7.4k | 38.61 |
|
| Northrop Grumman Corp Stock (NOC) | 0.0 | $285k | +45% | 653.00 | 435.96 |
|
| Shell Plc Spon Ads Adr (SHEL) | 0.0 | $280k | NEW | 3.9k | 72.18 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.0 | $279k | -87% | 1.1k | 262.75 |
|
| Disney Walt Stock (DIS) | 0.0 | $275k | NEW | 2.8k | 99.30 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $275k | NEW | 1.8k | 155.48 |
|
| Ferrari N V Stock (RACE) | 0.0 | $273k | -58% | 669.00 | 408.37 |
|
| Fiserv Stock (FI) | 0.0 | $272k | NEW | 1.8k | 149.04 |
|
| Relx Adr (RELX) | 0.0 | $272k | NEW | 5.9k | 45.88 |
|
| Cadence Design System Stock (CDNS) | 0.0 | $270k | NEW | 876.00 | 307.75 |
|
| Royal Caribbean Group Stock (RCL) | 0.0 | $268k | NEW | 1.7k | 159.41 |
|
| Vanguard Growth Etf Etf (VUG) | 0.0 | $267k | +7% | 713.00 | 374.01 |
|
| Ishares Esg Msci Usa Leaders Etf Etf (SUSL) | 0.0 | $263k | NEW | 2.7k | 97.43 |
|
| Tjx Cos Stock (TJX) | 0.0 | $263k | NEW | 2.4k | 110.10 |
|
| Sherwin Williams Stock (SHW) | 0.0 | $263k | NEW | 880.00 | 298.38 |
|
| Ishares Core Total Usd Bond Market Etf Etf (IUSB) | 0.0 | $261k | NEW | 5.8k | 45.22 |
|
| Vita Coco Stock (COCO) | 0.0 | $260k | NEW | 9.3k | 27.85 |
|
| Broadridge Finl Solutions Stock (BR) | 0.0 | $256k | NEW | 1.3k | 197.00 |
|
| Norfolk Southn Corp Stock (NSC) | 0.0 | $255k | NEW | 1.2k | 214.67 |
|
| Ishares Global Energy Etf Etf (IXC) | 0.0 | $253k | NEW | 6.1k | 41.51 |
|
| Vici Pptys Reit (VICI) | 0.0 | $248k | NEW | 8.7k | 28.64 |
|
| Yum Brands Stock (YUM) | 0.0 | $247k | NEW | 1.9k | 132.46 |
|
| Old Dominion Freight Line Stock (ODFL) | 0.0 | $242k | -61% | 1.4k | 176.60 |
|
| Eaton Corp Stock (ETN) | 0.0 | $241k | NEW | 768.00 | 313.60 |
|
| General Mls Stock (GIS) | 0.0 | $240k | NEW | 3.8k | 63.25 |
|
| Kimberly-clark Corp Stock (KMB) | 0.0 | $239k | NEW | 1.7k | 138.19 |
|
| Occidental Pete Corp Stock (OXY) | 0.0 | $238k | NEW | 3.8k | 63.03 |
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $237k | +33% | 3.1k | 75.37 |
|
| Dow Stock (DOW) | 0.0 | $237k | NEW | 4.5k | 53.04 |
|
| Airbnb Inc Com Cl A Stock (ABNB) | 0.0 | $236k | NEW | 1.6k | 151.60 |
|
| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.0 | $235k | NEW | 4.8k | 48.61 |
|
| Innovator International Developed Power Buffer Etf - April Etf (IAPR) | 0.0 | $234k | -62% | 8.7k | 27.04 |
|
| Ishares 7-10 Year Treasury Bond Etf Etf (IEF) | 0.0 | $232k | NEW | 2.5k | 93.65 |
|
| Citigroup Stock (C) | 0.0 | $232k | NEW | 3.7k | 63.46 |
|
| Centerpoint Energy Stock (CNP) | 0.0 | $232k | NEW | 7.5k | 30.99 |
|
| Bristol-myers Squibb Stock (BMY) | 0.0 | $227k | -64% | 5.5k | 41.53 |
|
| Sumitomo Mitsui Finl Group Adr (SMFG) | 0.0 | $226k | NEW | 17k | 13.41 |
|
| Westrock Coffee Stock (WEST) | 0.0 | $225k | NEW | 22k | 10.23 |
|
| Bank Nova Scotia Halifax Stock (BNS) | 0.0 | $222k | NEW | 4.8k | 45.73 |
|
| Ishares Expanded Tech Sector Etf Etf (IGM) | 0.0 | $219k | NEW | 2.3k | 94.31 |
|
| Blackstone Stock (BX) | 0.0 | $219k | NEW | 1.8k | 123.81 |
|
| Air Prods & Chems Stock (APD) | 0.0 | $218k | -68% | 846.00 | 258.08 |
|
| Heico Corp New Cl A Stock (HEI.A) | 0.0 | $218k | NEW | 1.2k | 177.50 |
|
| Southern Stock (SO) | 0.0 | $217k | NEW | 2.8k | 77.57 |
|
| Palo Alto Networks Stock (PANW) | 0.0 | $216k | NEW | 638.00 | 339.00 |
|
| Cenovus Energy Stock (CVE) | 0.0 | $215k | NEW | 11k | 19.66 |
|
| Deere & Co Stock (DE) | 0.0 | $212k | NEW | 568.00 | 373.67 |
|
| Aflac Stock (AFL) | 0.0 | $212k | NEW | 2.4k | 89.32 |
|
| Uber Technologies Stock (UBER) | 0.0 | $210k | NEW | 2.9k | 72.67 |
|
| Stryker Corporation Stock (SYK) | 0.0 | $209k | NEW | 614.00 | 340.26 |
|
| Csx Corp Stock (CSX) | 0.0 | $209k | NEW | 6.2k | 33.45 |
|
| Moodys Corp Stock (MCO) | 0.0 | $206k | NEW | 489.00 | 420.88 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $205k | NEW | 536.00 | 383.25 |
|
| Bhp Group Adr (BHP) | 0.0 | $204k | NEW | 3.6k | 57.09 |
|
| Intel Corp Stock (INTC) | 0.0 | $203k | NEW | 6.6k | 30.97 |
|
| Shopify Inc Cl A Stock (SHOP) | 0.0 | $202k | NEW | 3.1k | 66.05 |
|
| American Tower Corp Reit (AMT) | 0.0 | $202k | -74% | 1.0k | 194.33 |
|
| Valero Energy Corp Stock (VLO) | 0.0 | $201k | NEW | 1.3k | 156.77 |
|
| Vale S A Adr (VALE) | 0.0 | $193k | NEW | 17k | 11.17 |
|
| Walkme Ltd Ord Stock | 0.0 | $191k | NEW | 14k | 13.97 |
|
| Montauk Renewables Stock (MNTK) | 0.0 | $183k | NEW | 32k | 5.70 |
|
| Mitsubishi Ufj Finl Group Adr (MUFG) | 0.0 | $172k | NEW | 16k | 10.80 |
|
| Ase Technology Hldg Adr (ASX) | 0.0 | $168k | +6% | 15k | 11.42 |
|
| Banco Santander Adr (SAN) | 0.0 | $166k | +144% | 36k | 4.63 |
|
| United Microelectronics Corp Adr (UMC) | 0.0 | $145k | +3% | 17k | 8.76 |
|
| Kinross Gold Corp Stock (KGC) | 0.0 | $136k | NEW | 16k | 8.32 |
|
| Wipro Ltd Spon Adr 1 Sh Adr (WIT) | 0.0 | $129k | -4% | 21k | 6.10 |
|
| Banco Bilbao Vizcaya Argentari Adr (BBVA) | 0.0 | $123k | NEW | 12k | 10.03 |
|
| Mizuho Financial Group Adr (MFG) | 0.0 | $107k | +121% | 25k | 4.23 |
|
| Monroe Cap Corp Cef (MRCC) | 0.0 | $97k | 13k | 7.61 |
|
|
| Treace Med Concepts Stock (TMCI) | 0.0 | $93k | NEW | 14k | 6.65 |
|
| Sibanye Stillwater Adr (SBSW) | 0.0 | $76k | NEW | 17k | 4.35 |
|
| Terns Pharmaceuticals Stock (TERN) | 0.0 | $69k | NEW | 10k | 6.81 |
|
| Waldencast Plc Class A Ord Stock (WALD) | 0.0 | $45k | NEW | 13k | 3.59 |
|
| Omniab Stock (OABI) | 0.0 | $43k | NEW | 11k | 3.75 |
|
| Pepsico Stock (PEP) | 0.0 | $0 | +16% | 5.1k | 0.00 |
|
Past Filings by Alera Investment Advisors
SEC 13F filings are viewable for Alera Investment Advisors going back to 2018
- Alera Investment Advisors 2024 Q2 filed Aug. 13, 2024
- Alera Investment Advisors 2024 Q1 filed May 10, 2024
- Alera Investment Advisors 2023 Q4 filed Jan. 23, 2024
- Alera Investment Advisors 2023 Q3 filed Oct. 11, 2023
- Alera Investment Advisors 2023 Q2 filed July 26, 2023
- Alera Investment Advisors 2023 Q1 filed May 2, 2023
- Alera Investment Advisors 2022 Q4 filed Feb. 2, 2023
- Alera Investment Advisors 2022 Q3 filed Nov. 9, 2022
- Alera Investment Advisors 2022 Q2 filed Aug. 8, 2022
- Alera Investment Advisors 2022 Q1 filed May 10, 2022
- Alera Investment Advisors 2021 Q4 filed Jan. 26, 2022
- Alera Investment Advisors 2021 Q3 restated filed Nov. 15, 2021
- Alera Investment Advisors 2021 Q3 filed Nov. 9, 2021
- Alera Investment Advisors 2021 Q2 filed Aug. 5, 2021
- Alera Investment Advisors 2021 Q1 filed May 12, 2021
- Alera Investment Advisors 2020 Q4 filed Feb. 8, 2021