The Analysis of Alternative Investment Advisors, LLC.'s Holdings
Currently, Alternative Investment Advisors, LLC. holds 56 types of securities in its portfolio with a total value $220.0M. In the most recent quarter, they have increased their positions in BINC (+141.3K shares, valued at $7.5M), IVV (+6.9K shares, valued at $4.6M), UPWK (+162.0K shares, valued at $3.0M); decreased their positions in SCHR (-14.2K shares, valued at $355.8K), IUSB (-3.4K shares, valued at $160.9K), MBB (-1.4K shares, valued at $137.1K); initiated new positions in BINC (+141.3K shares, valued at $7.5M), UPWK (+162.0K shares, valued at $3.0M), PLMR (+24.7K shares, valued at $2.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR203.5K shares3.51%2025-09-302025-12-17
DYNF BLACKROCK ETF TRUST133.0K shares8.30%2025-09-302025-12-17 OEF ISHARES TR23.3K shares5.44%2025-09-302025-12-17 BINC BLACKROCK ETF TRUST II141.3K sharesnew addition2025-09-302025-12-17 MBB ISHARES TR72.5K shares-1.95%2025-09-302025-12-17 EMB ISHARES TR56.4K shares5.09%2025-09-302025-12-17 NVDA NVIDIA CORPORATION21.2K shares1.71%2025-09-302025-12-17 IUSB ISHARES TR72.5K shares-4.54%2025-09-302025-12-17 IBM INTERNATIONAL BUSINESS MACHS10.9K shares0.01%2025-09-302025-12-17 UPWK UPWORK INC162.0K sharesnew addition2025-09-302025-12-17 VMBS VANGUARD SCOTTSDALE FDS64.0K shares12.48%2025-09-302025-12-17 PLMR PALOMAR HLDGS INC24.7K sharesnew addition2025-09-302025-12-17 SCHR SCHWAB STRATEGIC TR87.2K shares-13.97%2025-09-302025-12-17 BROADCOM INC BROADCOM INC5.2K shares116.47%2025-09-302025-12-17 AMZN AMAZON COM INC7.4K shares3.35%2025-09-302025-12-17 AAPL APPLE INC6.0K shares1.94%2025-09-302025-12-17 ALPHABET INC ALPHABET INC5.9K shares0.98%2025-09-302025-12-17 HAL HALLIBURTON CO54.0K sharesnew addition2025-09-302025-12-17 MSFT MICROSOFT CORP2.5K shares9.42%2025-09-302025-12-17 OXY OCCIDENTAL PETE CORP24.8K shares5.35%2025-09-302025-12-17 GLD SPDR GOLD TR3.0K shares0.00%2025-09-302025-12-17 SPY SPDR S&P 500 ETF TR1.6K shares1.20%2025-09-302025-12-17 SCHX SCHWAB STRATEGIC TR39.7K shares7.71%2025-09-302025-12-17 OKE ONEOK INC NEW12.6K shares1.36%2025-09-302025-12-17 DOCS DOXIMITY INC9.7K shares0.00%2025-09-302025-12-17 SHY ISHARES TR6.4K shares-8.25%2025-09-302025-12-17 SLV ISHARES SILVER TR10.5K shares-4.98%2025-09-302025-12-17 WMT WALMART INC4.0K shares1.13%2025-09-302025-12-17 IWV ISHARES TR1.1K shares-0.19%2025-09-302025-12-17 TQQQ PROSHARES TR3.9K shares0.96%2025-09-302025-12-17 SSO PROSHARES TR3.6K shares16.18%2025-09-302025-12-17 NFLX NETFLIX INC333 shares1.52%2025-09-302025-12-17 WFC WELLS FARGO CO NEW4.7K shares0.04%2025-09-302025-12-17 OTTR OTTER TAIL CORP4.7K shares0.60%2025-09-302025-12-17 TSLA TESLA INC807 shares-0.74%2025-09-302025-12-17 ALPHABET INC ALPHABET INC1.5K shares10.68%2025-09-302025-12-17 DE DEERE & CO719 shares1.84%2025-09-302025-12-17 T AT&T INC10.5K shares4.33%2025-09-302025-12-17 SPXL DIREXION SHS ETF TR1.3K sharesnew addition2025-09-302025-12-17 CAT CATERPILLAR INC564 shares6.62%2025-09-302025-12-17 V VISA INC771 shares-2.65%2025-09-302025-12-17 CVX CHEVRON CORP NEW1.7K shares1.76%2025-09-302025-12-17 HD HOME DEPOT INC553 sharesnew addition2025-09-302025-12-17 EMHY ISHARES INC5.5K shares-1.08%2025-09-302025-12-17 META META PLATFORMS INC294 sharesnew addition2025-09-302025-12-17 VTI VANGUARD INDEX FDS629 sharesnew addition2025-09-302025-12-17 VYM VANGUARD WHITEHALL FDS1.5K sharesnew addition2025-09-302025-12-17 RCL ROYAL CARIBBEAN GROUP630 sharesnew addition2025-09-302025-12-17 GEVO GEVO INC73.3K shares0.00%2025-09-302025-12-17 AMCR AMCOR PLC10.6K sharesnew addition2025-09-302025-12-17 NOK NOKIA CORP12.0K shares0.00%2025-09-302025-12-17 GERN GERON CORP39.3K shares0.00%2025-09-302025-12-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available