13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001630798
Total reported value
$212.5K
$212.5K
6 檔
56563.7%
As reported in its official Q1 2025 Form 13F filing, Industrial Alliance Investment Management Inc.'s tracked investment portfolio stood at $212.5K with 6 total positions.
In Q1 2025, Industrial Alliance Investment Management Inc. adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 59.61% | +3.32% | +7.62% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.76% | -1.12% | -0.99% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.04% | -0.73% | -6.11% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.80% | -0.71% | — | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.64% | -0.52% | — | |
| 6 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 4.14% | -0.63% | -12.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +25.8% | +7.62% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +4.3% | -0.99% | Trim |
| 3 | VNQ | Vanguard Real Estate ETF | +2.3% | — | Unchanged |
| 4 | IEUR | Ishares Core Msci Europe ETF | +2.3% | -12.46% | Add |
| 5 | VEU | Vanguard Ftse All-world Ex-u | -8.5% | — | Trim |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | -25% | -6.11% | Trim |
| 7 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 8 | GOOGL | Alphabet Inc-cl A | — | EXIT | Sold out |
| 9 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 10 | AVGO | Broadcom Inc | — | EXIT | Sold out |
| 11 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 12 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 13 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
| 14 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| 15 | LIN | Linde plc | — | EXIT | Sold out |
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 6 disclosed positions in Q1 2025.
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 QQQ, VTI, SPY) accounted for 56563.7% of total reported equity market value during Q1 2025.
Top Position Liquidated / Trimmed
MSFT
前期市值: $426.0K
During Q1 2025, Industrial Alliance Investment Management Inc.'s top holdings by market value included QQQ (59.6%)、VTI (14.8%)、SPY (10.0%). The largest single position, QQQ, represented 59.6% of total portfolio value.
In Q1 2025, Industrial Alliance Investment Management Inc. made 14 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 3 holdings, and fully liquidating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.