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CIK: 0001969566
Total reported value
$8.5B
$8.5B
414 檔
18.2%
The Q4 2024 SEC filing reveals that iA Global Asset Management Inc. held a total portfolio value of $8.5B, covering 414 public equity positions.
iA Global Asset Management Inc. executed strategic sector rebalancing during Q4 2024, establishing 21 new positions while fully exiting 46 holdings and trimming 57 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 18.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
PLTR
市值: $20.5M
Top Position Liquidated / Trimmed
LIN
前期市值: $84.4M
Showing top 200 holdings (of 414 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.86% | +1.44% | +6.23% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.90% | +0.58% | +10.18% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.69% | +0.54% | -2.01% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.53% | -0.11% | +5.43% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.32% | -0.22% | -41.01% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.28% | +1.44% | -6.89% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.71% | -0.36% | -6.96% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.60% | -0.26% | -0.30% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.41% | -0.39% | +14.56% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.15% | -0.30% | +3.05% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.90% | — | +13.67% | |
| 12 | CMS | Cms Energy CORP | Stock-Utilities | 1.87% | -0.15% | +2.98% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.67% | — | -11.86% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.66% | -0.39% | +9.60% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.56% | -0.26% | -2.06% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.56% | +0.10% | -17.61% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.22% | -0.16% | +3.40% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.15% | -0.27% | +24.43% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.08% | -0.06% | +35.57% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | -0.05% | -0.83% | |
| 21 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.99% | -0.06% | -4.39% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | +0.05% | +2.64% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | +0.01% | +6.07% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.23% | +8.44% | |
| 25 | APO | Apollo Global Management Inc | Stock-Financials | 0.73% | +0.31% | +0.37% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.72% | -0.08% | +49.75% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.34% | EXIT | |
| 28 | WCN | Waste Connections Inc | Stock-Industrials | 0.71% | -0.15% | EXIT | |
| 29 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.65% | -0.33% | -5.76% | |
| 30 | SPGI | S&p Global Inc | Stock-Financials | 0.64% | +0.09% | +12.89% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | +0.16% | -5.37% | |
| 32 | ICE | Intercontinental Exchange In | Stock-Financials | 0.63% | +0.05% | -6.09% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.62% | +0.02% | -4.26% | |
| 34 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.62% | -0.02% | -15.68% | |
| 35 | ARMK | Aramark | Stock-Industrials | 0.59% | -0.01% | EXIT | |
| 36 | CARR | Carrier Global CORP | Stock-Industrials | 0.58% | -0.12% | -8.99% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.52% | +0.26% | -11.70% | |
| 38 | WFC | Wells Fargo & Co | Stock-Financials | 0.52% | -0.07% | EXIT | |
| 39 | GE | General Electric | Stock-Industrials | 0.51% | -0.26% | +109.63% | |
| 40 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.51% | — | +0.39% | |
| 41 | TDG | Transdigm Group Inc | Stock-Industrials | 0.49% | -0.19% | -22.04% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.47% | -0.01% | +2.74% | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.46% | +0.03% | +5.30% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.45% | +0.01% | +8.47% | |
| 45 | SO | Southern Co/the | Stock-Utilities | 0.45% | -0.03% | -4.79% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | -0.07% | +9.90% | |
| 47 | ELV | Elevance Health Inc | Stock-Healthcare | 0.42% | — | -11.74% | |
| 48 | CME | Cme Group Inc | Stock-Financials | 0.40% | +0.16% | +19.93% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.38% | -0.02% | — | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.37% | +0.42% | -25.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.1% | +5.43% | Add |
| 2 | NVDA | Nvidia CORP | +1.1% | +10.18% | Add |
| 3 | WFC | Wells Fargo & Co | +0.5% | +860.03% | Add |
| 4 | NFLX | Netflix Inc | +0.5% | +35.57% | Add |
| 5 | MA | Mastercard Inc - A | +0.4% | +14.56% | Add |
| 6 | PLTR | Palantir Technologies Inc-a | +0.4% | NEW | New buy |
| 7 | TSLA | Tesla Inc | +0.3% | -17.61% | Trim |
| 8 | CRM | Salesforce Inc | +0.3% | +566.74% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | +3.05% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.30% | Trim |
| 11 | CSCO | Cisco Systems Inc | +0.3% | +49.75% | Add |
| 12 | AAPL | Apple Inc | +0.3% | -2.01% | Trim |
| 13 | MSFT | Microsoft CORP | +0.3% | +6.23% | Add |
| 14 | WCN | Waste Connections Inc | +0.2% | +56.86% | Add |
| 15 | GE | General Electric | +0.2% | +109.63% | Add |
| 16 | BA | Boeing Co/the | +0.2% | +3524.96% | Add |
| 17 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 18 | SPHY | Ss Spdr P High Yield ETF | +0.2% | NEW | New buy |
| 19 | UAL | United Airlines Holdings Inc | +0.2% | NEW | New buy |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +13.67% | Add |
| 21 | APP | Applovin Corp-class A | +0.2% | +351.46% | Add |
| 22 | APO | Apollo Global Management Inc | +0.2% | +0.37% | Add |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +24.43% | Add |
| 24 | V | Visa Inc-class A Shares | +0.2% | -6.96% | Trim |
| 25 | XOM | Exxon Mobil CORP | +0.2% | +43.33% | Add |
| 26 | LULU | Lululemon Athletica Inc | +0.2% | +144.16% | Add |
| 27 | T | At&t Inc | +0.2% | +158.42% | Add |
| 28 | MS | Morgan Stanley | +0.2% | +2754.69% | Add |
| 29 | CDNS | Cadence Design Sys Inc | +0.2% | +78.71% | Add |
| 30 | TTWO | Take-two Interactive Softwre | +0.2% | +208.35% | Add |
| 31 | TJX | Tjx Companies Inc | +0.1% | +125.25% | Add |
| 32 | SAP | Sap Se-sponsored Adr | +0.1% | NEW | New buy |
| 33 | WMT | Walmart Inc | +0.1% | +8.44% | Add |
| 34 | GTLB | Gitlab Inc-cl A | +0.1% | NEW | New buy |
| 35 | SNOW | Snowflake Inc | +0.1% | NEW | New buy |
| 36 | DUK | Duke Energy CORP | +0.1% | +290.81% | Add |
| 37 | JPM | Jpmorgan Chase & Co | +0.1% | -0.83% | Trim |
| 38 | MMM | 3m Co | +0.1% | +1468.27% | Add |
| 39 | TEAM | Atlassian Corp-cl A | +0.1% | +85.13% | Add |
| 40 | BKNG | Booking Holdings Inc | +0.1% | -4.39% | Trim |
| 41 | SBUX | Starbucks CORP | +0.1% | +62.36% | Add |
| 42 | PYPL | Paypal Holdings Inc | +0.1% | +55.72% | Add |
| 43 | EQT | Eqt CORP | +0.1% | NEW | New buy |
| 44 | MSTR | Strategy Inc | +0.1% | NEW | New buy |
| 45 | ETR | Entergy CORP | +0.1% | +910.30% | Add |
| 46 | JBL | Jabil Inc | +0.1% | +1293.54% | Add |
| 47 | OKTA | Okta Inc | +0.1% | NEW | New buy |
| 48 | COHR | Coherent CORP | +0.1% | NEW | New buy |
| 49 | DELL | Dell Technologies -c | +0.1% | +395.78% | Add |
| 50 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | New buy |
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 414 disclosed positions in Q4 2024.
During Q4 2024, iA Global Asset Management Inc.'s top holdings by market value included MSFT (6.9%)、NVDA (5.9%)、AAPL (5.7%). The largest single position, MSFT, represented 6.9% of total portfolio value.
In Q4 2024, iA Global Asset Management Inc. made 200 total portfolio adjustments, initiating 21 new buys, adding to 76 positions, trimming 57 holdings, and fully liquidating 46 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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