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CIK: 0001630798
Total reported value
$212.5K
$212.5K
15 檔
88777.9%
In Q3 2024, Industrial Alliance Investment Management Inc.'s U.S. equity holdings reached a combined market value of $212.5K, distributed across 15 disclosed stock positions.
In Q3 2024, Industrial Alliance Investment Management Inc. adopted a defensive or profit-taking posture, trimming 9 positions and completely liquidating 0 holdings to manage risk exposure.
| # | 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 | 34.27% | -0.73% | +3.31% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 33.94% | +3.32% | +9.71% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 13.36% | -0.52% | +5.39% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.86% | -1.12% | -1.00% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.68% | -0.71% | — | |
| 6 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 2.90% | -0.63% | +62.54% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | — | -6.29% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.16% | — | -8.45% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | — | -8.38% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 0.13% | — | -11.83% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 0.12% | — | +777.36% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | — | -12.43% | |
| 13 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.07% | — | -18.62% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.05% | — | -26.65% | |
| 15 | LIN | Linde plc | Stock-Materials | 0.02% | — | -53.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEUR | Ishares Core Msci Europe ETF | +1.1% | +62.54% | Add |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +5.39% | Add |
| 3 | VNQ | Vanguard Real Estate ETF | +0.2% | — | Unchanged |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +9.71% | Add |
| 5 | UNH | Unitedhealth Group Inc | 0% | -8.45% | Trim |
| 6 | MA | Mastercard Inc - A | 0% | -11.83% | Trim |
| 7 | LIN | Linde plc | 0% | -53.47% | Trim |
| 8 | V | Visa Inc-class A Shares | 0% | -26.65% | Trim |
| 9 | TMO | Thermo Fisher Scientific Inc | 0% | -18.62% | Trim |
| 10 | AVGO | Broadcom Inc | 0% | +777.36% | Add |
| 11 | AMZN | Amazon.com Inc | 0% | -12.43% | Trim |
| 12 | MSFT | Microsoft CORP | 0% | -6.29% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | -0.1% | -8.38% | Trim |
| 14 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | -1.00% | Trim |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | +3.31% | Add |
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 Q3 2024.
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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 SPY, QQQ, VEU) accounted for 88777.9% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
VTI
前期市值: $18.5M
During Q3 2024, Industrial Alliance Investment Management Inc.'s top holdings by market value included SPY (34.3%)、QQQ (33.9%)、VEU (13.4%). The largest single position, SPY, represented 34.3% of total portfolio value.
In Q3 2024, Industrial Alliance Investment Management Inc. made 14 total portfolio adjustments, initiating 0 new buys, adding to 5 positions, trimming 9 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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