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CIK: 0001969566
Total reported value
$8.5B
$8.5B
477 檔
17.0%
During the Q3 2024 filing period, iA Global Asset Management Inc. (CIK: 0001969566) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $8.5B across 477 reported positions.
In Q3 2024, iA Global Asset Management Inc. displayed an active expansion posture, initiating 22 new positions and adding to 114 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 477 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.60% | +1.44% | -9.67% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.41% | +0.54% | -7.84% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.85% | +0.58% | +6.43% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.46% | -0.11% | +5.31% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 4.19% | -0.22% | +1051.54% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.45% | +1.44% | +35.37% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.54% | -0.36% | +26.12% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.29% | -0.26% | -11.16% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 1.97% | -0.39% | -2.02% | |
| 10 | CMS | Cms Energy CORP | Stock-Utilities | 1.93% | -0.15% | -0.20% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.84% | -0.30% | -28.97% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.81% | — | +3.87% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.75% | -0.39% | -26.09% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.71% | — | +0.40% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.63% | -0.26% | -21.19% | |
| 16 | LIN | Linde plc | Stock-Materials | 1.48% | -0.09% | +38.05% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.40% | -0.16% | +1.12% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.23% | +0.10% | +45.45% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.97% | -0.27% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | -0.05% | -5.00% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | +0.05% | +82.36% | |
| 22 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.88% | -0.06% | +66.96% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.84% | — | — | |
| 24 | CARR | Carrier Global CORP | Stock-Industrials | 0.75% | -0.12% | +21.64% | |
| 25 | ICE | Intercontinental Exchange In | Stock-Financials | 0.72% | +0.05% | +7.56% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.72% | +0.02% | +17.32% | |
| 27 | TDG | Transdigm Group Inc | Stock-Industrials | 0.72% | -0.19% | +288.39% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | +0.01% | -26.03% | |
| 29 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.70% | -0.33% | +24.12% | |
| 30 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.69% | -0.02% | +17.03% | |
| 31 | AMD | Advanced Micro Devices | Stock-Tech | 0.68% | +0.42% | +48.04% | |
| 32 | ELV | Elevance Health Inc | Stock-Healthcare | 0.67% | — | +3.85% | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.66% | — | -11.75% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.16% | +4.80% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.23% | -6.21% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.63% | -0.06% | +10.18% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.60% | +0.26% | +15.87% | |
| 38 | SPGI | S&p Global Inc | Stock-Financials | 0.59% | +0.09% | -10.91% | |
| 39 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.57% | — | +126.09% | |
| 40 | ARMK | Aramark | Stock-Industrials | 0.57% | -0.01% | EXIT | |
| 41 | APO | Apollo Global Management Inc | Stock-Financials | 0.55% | +0.31% | -3.45% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.34% | EXIT | |
| 43 | SO | Southern Co/the | Stock-Utilities | 0.51% | -0.03% | +5.62% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.51% | -0.01% | +17.84% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.51% | +0.96% | -2.20% | |
| 46 | DHR | Danaher CORP | Stock-Healthcare | 0.50% | +0.01% | -13.48% | |
| 47 | WCN | Waste Connections Inc | Stock-Industrials | 0.47% | -0.15% | EXIT | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.44% | -0.07% | +2.47% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | -0.08% | +3.61% | |
| 50 | TGT | Target CORP | Stock-Consumer Disc | 0.42% | +0.19% | +284.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1% | +35.37% | Add |
| 2 | RSP | Invesco S&p 500 Equal Weight | +0.8% | NEW | New buy |
| 3 | TSLA | Tesla Inc | +0.5% | +45.45% | Add |
| 4 | TDG | Transdigm Group Inc | +0.5% | +288.39% | Add |
| 5 | AVGO | Broadcom Inc | +0.5% | +1051.54% | Add |
| 6 | V | Visa Inc-class A Shares | +0.5% | +26.12% | Add |
| 7 | JNJ | Johnson & Johnson | +0.4% | +82.36% | Add |
| 8 | LIN | Linde plc | +0.4% | +38.05% | Add |
| 9 | SHW | Sherwin-williams Co/the | +0.4% | +126.09% | Add |
| 10 | BKNG | Booking Holdings Inc | +0.3% | +66.96% | Add |
| 11 | TGT | Target CORP | +0.3% | +284.98% | Add |
| 12 | GE | General Electric | +0.3% | +3453.43% | Add |
| 13 | CARR | Carrier Global CORP | +0.2% | +21.64% | Add |
| 14 | AGG | Ishares Core U.s. Aggregate | +0.2% | +125.59% | Add |
| 15 | FISV | Fiserv Inc | +0.2% | +1260.83% | Add |
| 16 | AMD | Advanced Micro Devices | +0.2% | +48.04% | Add |
| 17 | PH | Parker Hannifin CORP | +0.2% | +528.75% | Add |
| 18 | ARES | Ares Management CORP - A | +0.2% | NEW | New buy |
| 19 | SNX | TD Synnex CORP | +0.2% | NEW | New buy |
| 20 | CMS | Cms Energy CORP | +0.2% | -0.20% | Trim |
| 21 | WDAY | Workday Inc-class A | +0.2% | +137.46% | Add |
| 22 | KO | Coca-cola Co/the | +0.2% | +962.19% | Add |
| 23 | TMUS | T-mobile US Inc | +0.2% | +17.03% | Add |
| 24 | GEV | GE Vernova Inc | +0.2% | NEW | New buy |
| 25 | ORLY | O'reilly Automotive Inc | +0.1% | +104.98% | Add |
| 26 | MCD | Mcdonald's CORP | +0.1% | +2350.45% | Add |
| 27 | BAC | Bank Of America CORP | +0.1% | +273.43% | Add |
| 28 | PM | Philip Morris International | +0.1% | +15.87% | Add |
| 29 | WCN | Waste Connections Inc | +0.1% | +46.10% | Add |
| 30 | CLS | Celestica Inc | +0.1% | NEW | New buy |
| 31 | BLDR | Builders Firstsource Inc | +0.1% | +2154.67% | Add |
| 32 | MDB | Mongodb Inc | +0.1% | +359.40% | Add |
| 33 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +143.74% | Add |
| 34 | W | Wayfair Inc- Class A | +0.1% | NEW | New buy |
| 35 | CB | Chubb Limited | +0.1% | +343.82% | Add |
| 36 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.1% | +24.12% | Add |
| 37 | ICE | Intercontinental Exchange In | +0.1% | +7.56% | Add |
| 38 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +17.32% | Add |
| 39 | URI | United Rentals Inc | +0.1% | +17.40% | Add |
| 40 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +146.91% | Add |
| 41 | JNJ | Johnson & Johnson | +0.1% | +1342.64% | Add |
| 42 | NVR | Nvr Inc | +0.1% | +1489.19% | Add |
| 43 | CCJ | Cameco CORP | +0.1% | NEW | New buy |
| 44 | ZTS | Zoetis Inc | +0.1% | NEW | New buy |
| 45 | FSLR | First Solar Inc | +0.1% | +3654.13% | Add |
| 46 | FCX | Freeport-mcmoran Inc | +0.1% | +1928.03% | Add |
| 47 | LAMR | Lamar Advertising Co-a | +0.1% | +1634.23% | Add |
| 48 | DT | Dynatrace Inc | +0.1% | NEW | New buy |
| 49 | SKAA | Skechers USA Inc-cl A | +0.1% | NEW | New buy |
| 50 | CRL | Charles River Laboratories | +0.1% | +5383.33% | Add |
According to official SEC Form 13F filings, iA Global Asset Management Inc. reported a total U.S. public equity portfolio value of $8.5B across 477 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 17.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
RSP
市值: $47.7M
Top Position Liquidated / Trimmed
XLU
前期市值: $16.8M
During Q3 2024, iA Global Asset Management Inc.'s top holdings by market value included MSFT (6.6%)、AAPL (5.4%)、NVDA (4.8%). The largest single position, MSFT, represented 6.6% of total portfolio value.
In Q3 2024, iA Global Asset Management Inc. made 199 total portfolio adjustments, initiating 22 new buys, adding to 114 positions, trimming 45 holdings, and fully liquidating 18 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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