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CIK: 0001630798
Total reported value
$212.5K
$212.5K
15 檔
80421.7%
According to the latest 13F quarterly dataset, Industrial Alliance Investment Management Inc. managed an equity portfolio of $212.5K at the end of Q2 2024, spanning 15 distinct U.S. exchange-listed positions.
In Q2 2024, Industrial Alliance Investment Management Inc. displayed an active expansion posture, initiating 10 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 35.03% | -0.73% | +7.18% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 33.80% | +3.32% | +11.18% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 13.13% | -0.52% | +3.78% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.48% | -1.12% | — | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.47% | -0.71% | — | |
| 6 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.85% | -0.63% | -1.97% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | — | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | — | — | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.17% | — | — | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | — | — | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 0.14% | — | — | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | — | — | |
| 13 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.09% | — | — | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.07% | — | — | |
| 15 | LIN | Linde plc | Stock-Materials | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEUR | Ishares Core Msci Europe ETF | -0.6% | -1.97% | Trim |
| 2 | VNQ | Vanguard Real Estate ETF | -1.4% | — | Unchanged |
| 3 | QQQ | Invesco Qqq Trust Series 1 | -2% | +11.18% | Add |
| 4 | VEU | Vanguard Ftse All-world Ex-u | -2.9% | +3.78% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | -4.8% | +7.18% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 9 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 10 | AVGO | Broadcom Inc | — | NEW | New buy |
| 11 | MA | Mastercard Inc - A | — | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 13 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 14 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 15 | LIN | Linde plc | — | NEW | New buy |
According to official SEC Form 13F filings, Industrial Alliance Investment Management Inc. reported a total U.S. public equity portfolio value of $212.5K across 15 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, VEU) accounted for 80421.7% of total reported equity market value during Q2 2024.
Top New Position Initiated
VTI
市值: $18.5M
Top Position Liquidated / Trimmed
IEUR
前期市值: $3.4M
During Q2 2024, Industrial Alliance Investment Management Inc.'s top holdings by market value included SPY (35.0%)、QQQ (33.8%)、VEU (13.1%). The largest single position, SPY, represented 35.0% of total portfolio value.
In Q2 2024, Industrial Alliance Investment Management Inc. made 14 total portfolio adjustments, initiating 10 new buys, adding to 3 positions, trimming 1 holdings, and fully liquidating 0 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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