Ia Global Asset Management Inc. Top Holdings and 13F Report (2025) About Ia Global Asset Management Inc.Investment ActivityIa Global Asset Management Inc. has $5.70 million in total holdings as of December 31, 2024.Ia Global Asset Management Inc. owns shares of 414 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 11.64% of the portfolio was purchased this quarter.About 14.54% of the portfolio was sold this quarter.This quarter, Ia Global Asset Management Inc. has purchased 477 new stocks and bought additional shares in 198 stocks.Ia Global Asset Management Inc. sold shares of 150 stocks and completely divested from 108 stocks this quarter.Largest Holdings Microsoft $390,860NVIDIA $336,267Apple $324,606Amazon.com $315,279Broadcom $189,230 Largest New Holdings this Quarter Palantir Technologies Inc $20,496 HoldingLam Research Corp $13,169 HoldingSPDR Portfolio High Yield Bond ETF $12,909 HoldingUnited Airlines $11,754 HoldingSAP $7,839 Holding Largest Purchases this Quarter NVIDIA 231,429 shares (about $31.08K)Wells Fargo & Company 381,149 shares (about $26.77K)Microsoft 54,406 shares (about $22.93K)Palantir Technologies Inc 271,000 shares (about $20.50K)Mastercard 33,111 shares (about $17.44K) Largest Sales this Quarter Broadcom 567,464 shares (about $131.56K)Tesla 47,030 shares (about $18.99K)Meta Platforms 23,669 shares (about $13.86K)iShares MSCI EAFE ETF 181,770 shares (about $13.74K)Invesco QQQ 25,062 shares (about $12.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIa Global Asset Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$390,860$22,932 ▲6.2%927,3076.9%Computer and TechnologyNVDANVIDIA$336,267$31,079 ▲10.2%2,504,0335.9%Computer and TechnologyAAPLApple$324,606$6,663 ▼-2.0%1,296,2485.7%Computer and TechnologyAMZNAmazon.com$315,279$16,237 ▲5.4%1,437,0735.5%Retail/WholesaleAVGOBroadcom$189,230$131,561 ▼-41.0%816,2093.3%Computer and TechnologyMETAMeta Platforms$187,186$13,858 ▼-6.9%319,6983.3%Computer and TechnologyVVisa$154,695$11,564 ▼-7.0%489,4792.7%Business ServicesGOOGLAlphabet$148,168$448 ▼-0.3%782,7152.6%Computer and TechnologyMAMastercard$137,212$17,435 ▲14.6%260,5772.4%Business ServicesGOOGAlphabet$122,816$3,636 ▲3.1%644,9072.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$108,410$13,039 ▲13.7%1,389,6941.9%ETFCMSCMS Energy$106,573$3,083 ▲3.0%1,598,9911.9%UtilitiesQQQInvesco QQQ$95,254$12,812 ▼-11.9%186,3231.7%FinanceUNHUnitedHealth Group$94,502$8,279 ▲9.6%186,8141.7%MedicalHYGiShares iBoxx $ High Yield Corporate Bond ETF$88,882$1,872 ▼-2.1%1,130,0951.6%ETFTSLATesla$88,852$18,992 ▼-17.6%220,0191.6%Auto/Tires/TrucksTMOThermo Fisher Scientific$69,437$2,285 ▲3.4%133,4741.2%MedicalLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$65,301$12,821 ▲24.4%611,2001.1%FinanceNFLXNetflix$61,332$16,091 ▲35.6%68,8101.1%Consumer DiscretionaryJPMJPMorgan Chase & Co.$59,763$498 ▼-0.8%249,3151.0%FinanceBKNGBooking$56,451$2,594 ▼-4.4%11,3621.0%Retail/WholesaleJNJJohnson & Johnson$47,471$1,223 ▲2.6%328,2450.8%MedicalCOSTCostco Wholesale$44,206$2,532 ▲6.1%48,2460.8%Retail/WholesaleWMTWalmart$43,956$3,420 ▲8.4%486,5120.8%Retail/WholesaleAPOApollo Global Management$41,404$151 ▲0.4%250,6920.7%FinanceCSCOCisco Systems$40,952$13,606 ▲49.8%691,7550.7%Computer and TechnologyXOMExxon Mobil$40,612$12,277 ▲43.3%377,5430.7%Oils/EnergyWCNWaste Connections$40,253$14,591 ▲56.9%234,6020.7%Business ServicesSJNKSPDR Bloomberg Short Term High Yield Bond ETF$36,996$2,262 ▼-5.8%1,465,2000.6%ETFSPGIS&P Global$36,441$4,160 ▲12.9%73,1710.6%Business ServicesSPYSPDR S&P 500 ETF Trust$36,382$2,064 ▼-5.4%62,0770.6%FinanceICEIntercontinental Exchange$35,775$2,321 ▼-6.1%240,0860.6%FinanceIEFAiShares Core MSCI EAFE ETF$35,256$1,570 ▼-4.3%501,6510.6%ETFTMUST-Mobile US$35,200$6,544 ▼-15.7%159,4730.6%Computer and TechnologyARMKAramark$33,912$2,636 ▲8.4%908,9220.6%Business ServicesCARRCarrier Global$33,174$3,276 ▼-9.0%485,9980.6%Computer and TechnologyPMPhilip Morris International$29,907$3,961 ▼-11.7%248,4990.5%Consumer StaplesWFCWells Fargo & Company$29,885$26,772 ▲860.0%425,4670.5%FinanceGEGeneral Electric$29,321$15,334 ▲109.6%175,7970.5%TransportationSHWSherwin-Williams$29,119$113 ▲0.4%85,6630.5%Basic MaterialsTDGTransDigm Group$28,198$7,974 ▼-22.0%22,2510.5%AerospaceQCOMQUALCOMM$26,833$716 ▲2.7%174,6720.5%Computer and TechnologyISRGIntuitive Surgical$25,991$1,308 ▲5.3%49,7950.5%MedicalDHRDanaher$25,520$1,992 ▲8.5%111,1760.4%MedicalSOSouthern$25,398$1,277 ▼-4.8%308,5290.4%UtilitiesPEPPepsiCo$24,678$2,223 ▲9.9%162,2890.4%Consumer StaplesELVElevance Health$23,973$3,190 ▼-11.7%64,9850.4%MedicalCMECME Group$22,729$3,777 ▲19.9%97,8740.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$21,7050.0%223,9900.4%FinanceAMDAdvanced Micro Devices$21,128$7,265 ▼-25.6%174,9140.4%Computer and TechnologyADBEAdobe$21,099$768 ▲3.8%47,4470.4%Computer and TechnologyPalantir Technologies Inc$20,496$20,496 ▲New Holding271,0000.4%CL ACRMSalesforce$20,363$17,309 ▲566.7%60,9070.4%Computer and TechnologyINTUIntuit$19,440$1,052 ▲5.7%30,9300.3%Computer and TechnologyLLYEli Lilly and Company$19,076$1,984 ▲11.6%24,7100.3%MedicalTGTTarget$18,925$1,645 ▼-8.0%140,0000.3%Retail/WholesaleCMCSAComcast$18,878$1,895 ▲11.2%503,0130.3%Consumer DiscretionaryURIUnited Rentals$18,505$504 ▼-2.6%26,2690.3%ConstructionGILDGilead Sciences$18,463$2,292 ▲14.2%199,8820.3%MedicalTXNTexas Instruments$18,437$984 ▲5.6%98,3230.3%Computer and TechnologySBUXStarbucks$18,273$7,018 ▲62.4%200,2470.3%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$17,677$616 ▼-3.4%338,5050.3%ETFCDNSCadence Design Systems$17,128$7,544 ▲78.7%57,0060.3%Computer and TechnologyHDHome Depot$16,969$714 ▼-4.0%43,6230.3%Retail/WholesalePGProcter & Gamble$16,719$2,156 ▲14.8%99,7230.3%Consumer StaplesAMATApplied Materials$16,569$590 ▲3.7%101,8830.3%Computer and TechnologyVRTXVertex Pharmaceuticals$16,455$163 ▼-1.0%40,8620.3%MedicalHONHoneywell International$16,389$138 ▲0.8%72,5510.3%Multi-Sector ConglomeratesTSMTaiwan Semiconductor Manufacturing$16,355$2,905 ▲21.6%82,8120.3%Computer and TechnologyBSXBoston Scientific$16,110$968 ▲6.4%180,3670.3%MedicalSNPSSynopsys$15,506$2,311 ▼-13.0%31,9470.3%Computer and TechnologyPANWPalo Alto Networks$15,148$9,142 ▲152.2%83,2480.3%Computer and TechnologyAMGNAmgen$15,101$825 ▲5.8%57,9380.3%MedicalPYPLPayPal$14,725$5,269 ▲55.7%172,5270.3%Computer and TechnologyFIFiserv$14,568$865 ▲6.3%70,9170.3%Business ServicesORLYO'Reilly Automotive$14,481$1,389 ▼-8.7%12,2120.3%Retail/WholesaleADPAutomatic Data Processing$14,422$33 ▲0.2%49,2670.3%Business ServicesTJXTJX Companies$14,366$7,988 ▲125.2%118,9170.3%Retail/WholesaleTAT&T$13,782$8,449 ▲158.4%605,2630.2%Computer and TechnologyBABoeing$13,596$13,221 ▲3,525.0%76,8130.2%AerospaceLam Research Corp$13,169$13,169 ▲New Holding182,3200.2%COM NEWNOWServiceNow$13,116$6,303 ▼-32.5%12,3720.2%Computer and TechnologyMRKMerck & Co., Inc.$13,016$5,014 ▼-27.8%130,8370.2%MedicalSPHYSPDR Portfolio High Yield Bond ETF$12,909$12,909 ▲New Holding550,0000.2%ETFLULULululemon Athletica$12,484$7,371 ▲144.2%32,6460.2%Consumer DiscretionaryBACBank of America$12,475$646 ▲5.5%283,8400.2%FinanceEFAiShares MSCI EAFE ETF$12,278$13,744 ▼-52.8%162,3850.2%FinanceKOCoca-Cola$12,243$3,149 ▲34.6%196,6500.2%Consumer StaplesAppLovin Corp$11,799$9,185 ▲351.5%36,4370.2%COM CL AUALUnited Airlines$11,754$11,754 ▲New Holding121,0550.2%TransportationADIAnalog Devices$11,699$612 ▲5.5%55,0630.2%Computer and TechnologyTTWOTake-Two Interactive Software$11,260$7,608 ▲208.3%61,1700.2%Consumer DiscretionaryMRVLMarvell Technology$11,050$6,620 ▼-37.5%100,0470.2%Computer and TechnologyMELIMercadoLibre$11,012$665 ▲6.4%6,4760.2%Retail/WholesaleFTNTFortinet$10,844$2,685 ▲32.9%114,7760.2%Computer and TechnologyUNPUnion Pacific$10,702$8,931 ▼-45.5%46,9320.2%TransportationMDLZMondelez International$10,688$186 ▲1.8%178,9370.2%Consumer StaplesABTAbbott Laboratories$10,671$1,444 ▲15.7%94,3430.2%MedicalMUMicron Technology$10,106$593 ▲6.2%120,0770.2%Computer and TechnologyTEAMAtlassian$9,978$4,588 ▲85.1%40,9990.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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