Ia Global Asset Management Inc. Top Holdings and 13F Report (2025) About Ia Global Asset Management Inc.Investment ActivityIa Global Asset Management Inc. has $5.81 million in total holdings as of March 31, 2025.Ia Global Asset Management Inc. owns shares of 428 different stocks, but just 76 companies or ETFs make up 80% of its holdings.Approximately 15.38% of the portfolio was purchased this quarter.About 8.85% of the portfolio was sold this quarter.This quarter, Ia Global Asset Management Inc. has purchased 414 new stocks and bought additional shares in 201 stocks.Ia Global Asset Management Inc. sold shares of 150 stocks and completely divested from 49 stocks this quarter.Largest Holdings Microsoft $354,345Apple $299,791Amazon.com $265,937NVIDIA $265,762Meta Platforms $163,664 Largest New Holdings this Quarter G54950103 - Linde PLC $144,511 HoldingG1151C101 - Accenture $21,428 Holding88162G103 - Tetra Tech $12,191 HoldingG8994E103 - Trane Technologies $11,766 Holding580135101 - McDonald's $10,474 Holding Largest Purchases this Quarter Linde PLC 310,350 shares (about $144.51K)iShares Core U.S. Aggregate Bond ETF 535,797 shares (about $53.00K)CME Group 128,212 shares (about $34.01K)Uber Technologies 452,246 shares (about $32.95K)Union Pacific 108,469 shares (about $25.62K) Largest Sales this Quarter SPDR Bloomberg Short Term High Yield Bond ETF 1,338,300 shares (about $33.67K)Visa 73,595 shares (about $25.79K)Booking 4,917 shares (about $22.65K)Broadcom 133,483 shares (about $22.35K)Mastercard 37,778 shares (about $20.71K) 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$354,345$6,243 ▲1.8%943,9386.1%Computer and TechnologyAAPLApple$299,791$11,855 ▲4.1%1,349,6195.2%Computer and TechnologyAMZNAmazon.com$265,937$7,481 ▼-2.7%1,397,7554.6%Retail/WholesaleNVDANVIDIA$265,762$5,625 ▼-2.1%2,452,1294.6%Computer and TechnologyMETAMeta Platforms$163,664$20,597 ▼-11.2%283,9622.8%Computer and TechnologyVVisa$145,751$25,792 ▼-15.0%415,8842.5%Business ServicesLinde PLC$144,511$144,511 ▲New Holding310,3502.5%SHSGOOGLAlphabet$129,098$8,059 ▲6.7%834,8302.2%Computer and TechnologyGOOGAlphabet$126,304$25,550 ▲25.4%808,4462.2%Computer and TechnologyMAMastercard$122,121$20,707 ▼-14.5%222,7992.1%Business ServicesUNHUnitedHealth Group$118,223$20,379 ▲20.8%225,7242.0%MedicalVCSHVanguard Short-Term Corporate Bond ETF$115,596$5,894 ▲5.4%1,464,3522.0%ETFAVGOBroadcom$114,309$22,349 ▼-16.4%682,7262.0%Computer and TechnologyCMSCMS Energy$106,773$13,327 ▼-11.1%1,421,5571.8%UtilitiesHYGiShares iBoxx $ High Yield Corporate Bond ETF$87,143$2,010 ▼-2.3%1,104,6181.5%ETFQQQInvesco QQQ$83,993$3,377 ▼-3.9%179,1211.4%FinanceTMOThermo Fisher Scientific$80,390$13,973 ▲21.0%161,5551.4%MedicalAGGiShares Core U.S. Aggregate Bond ETF$75,158$53,001 ▲239.2%759,7871.3%FinanceJPMJPMorgan Chase & Co.$74,920$13,763 ▲22.5%305,4221.3%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$71,866$5,435 ▲8.2%661,2001.2%FinanceNFLXNetflix$62,822$1,346 ▼-2.1%67,3671.1%Consumer DiscretionaryWCNWaste Connections$61,516$15,724 ▲34.3%315,1621.1%Business ServicesCMECME Group$59,978$34,013 ▲131.0%226,0861.0%FinanceJNJJohnson & Johnson$59,169$4,733 ▲8.7%356,7821.0%MedicalCOSTCostco Wholesale$58,809$13,179 ▲28.9%62,1801.0%Retail/WholesaleGEGE Aerospace$53,388$18,202 ▲51.7%266,7410.9%IndustrialsWFCWells Fargo & Company$51,988$21,444 ▲70.2%724,1630.9%FinancePMPhilip Morris International$48,169$8,725 ▲22.1%303,4650.8%Consumer StaplesTSLATesla$47,194$9,826 ▼-17.2%182,1030.8%Auto/Tires/TrucksCSCOCisco Systems$44,421$1,732 ▲4.1%719,8270.8%Computer and TechnologySPGIS&P Global$42,848$5,669 ▲15.2%84,3290.7%Business ServicesUBERUber Technologies$41,649$32,950 ▲378.8%571,6370.7%Computer and TechnologyTMUST-Mobile US$40,108$2,425 ▼-5.7%150,3820.7%Computer and TechnologyICEIntercontinental Exchange$39,825$1,590 ▼-3.8%230,8710.7%FinanceIEFAiShares Core MSCI EAFE ETF$37,760$190 ▼-0.5%499,1350.6%ETFUNPUnion Pacific$36,712$25,625 ▲231.1%155,4010.6%TransportationWMTWalmart$36,221$6,490 ▼-15.2%412,5850.6%Retail/WholesaleTDGTransDigm Group$36,208$5,428 ▲17.6%26,1750.6%AerospaceAPOApollo Global Management$35,455$1,126 ▲3.3%258,9120.6%FinanceARMKAramark$34,644$3,268 ▲10.4%1,003,5810.6%Business ServicesSPYSPDR S&P 500 ETF Trust$33,548$1,177 ▼-3.4%59,9730.6%FinanceQCOMQUALCOMM$32,058$5,226 ▲19.5%208,6950.6%Computer and TechnologyXOMExxon Mobil$31,962$12,939 ▼-28.8%268,7490.6%EnergyCARRCarrier Global$30,8120.0%485,9980.5%Computer and TechnologyBKNGBooking$29,692$22,653 ▼-43.3%6,4450.5%Retail/WholesaleSHWSherwin-Williams$28,875$1,038 ▼-3.5%82,6900.5%Basic MaterialsPEPPepsiCo$27,816$3,482 ▲14.3%185,5120.5%Consumer StaplesISRGIntuitive Surgical$25,217$555 ▲2.3%50,9160.4%MedicalDHRDanaher$24,599$1,808 ▲7.9%119,9950.4%MedicalPalantir Technologies Inc$23,897$1,025 ▲4.5%283,1420.4%CL ASPHYSPDR Portfolio High Yield Bond ETF$23,316$10,435 ▲81.0%995,5700.4%ETFEFAiShares MSCI EAFE ETF$22,237$8,966 ▲67.6%272,0840.4%FinanceBACBank of America$22,194$10,349 ▲87.4%531,8400.4%FinanceADBEAdobe$21,845$3,648 ▲20.0%56,9580.4%Computer and TechnologyGILDGilead Sciences$21,575$822 ▼-3.7%192,5470.4%MedicalACNAccenture$21,428$21,428 ▲New Holding68,6710.4%Computer and TechnologyCMCSAComcast$20,993$2,432 ▲13.1%568,9120.4%Consumer DiscretionaryLLYEli Lilly and Company$20,260$149 ▼-0.7%24,5300.3%MedicalSOSouthern$20,114$8,255 ▼-29.1%218,7480.3%UtilitiesDUKDuke Energy$19,596$8,798 ▲81.5%160,6640.3%UtilitiesINTUIntuit$19,257$266 ▲1.4%31,3630.3%Computer and TechnologyAMGNAmgen$19,010$959 ▲5.3%61,0170.3%MedicalTXNTexas Instruments$18,388$720 ▲4.1%102,3270.3%Computer and TechnologyAMDAdvanced Micro Devices$18,327$356 ▲2.0%178,3790.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$18,2690.0%338,5050.3%ETFINTCIntel$17,500$6,942 ▲65.8%770,5680.3%Computer and TechnologyTJXTJX Companies$17,218$2,734 ▲18.9%141,3630.3%Retail/WholesaleVRTXVertex Pharmaceuticals$17,126$2,685 ▼-13.6%35,3240.3%MedicalAppLovin Corp$17,100$7,445 ▲77.1%64,5350.3%COM CL AFIFiserv$16,836$1,175 ▲7.5%76,2390.3%Business ServicesTAT&T$16,443$673 ▼-3.9%581,4520.3%Computer and TechnologyBSXBoston Scientific$16,416$1,779 ▼-9.8%162,7310.3%MedicalVRSKVerisk Analytics$16,102$8,099 ▲101.2%54,1040.3%Business ServicesTGTTarget$15,794$1,184 ▲8.1%151,3450.3%Retail/WholesaleCLColgate-Palmolive$15,277$10,318 ▲208.0%163,0440.3%Consumer StaplesADPAutomatic Data Processing$15,232$179 ▲1.2%49,8540.3%Business ServicesPGProcter & Gamble$15,163$1,832 ▼-10.8%88,9730.3%Consumer StaplesHONHoneywell International$15,149$214 ▼-1.4%71,5410.3%Multi-Sector ConglomeratesLOWLowe's Companies$14,846$10,512 ▲242.5%63,6520.3%Retail/WholesaleAMATApplied Materials$14,739$47 ▼-0.3%101,5610.3%Computer and TechnologyMMCMarsh & McLennan Companies$14,332$11,735 ▲451.8%58,7320.2%FinanceSNPSSynopsys$14,006$306 ▲2.2%32,6600.2%Computer and TechnologyPYPLPayPal$13,742$2,485 ▲22.1%210,6110.2%Computer and TechnologyKOCoca-Cola$13,581$504 ▼-3.6%189,6200.2%Consumer StaplesMELIMercadoLibre$12,854$220 ▲1.7%6,5890.2%Retail/WholesaleMUMicron Technology$12,534$2,101 ▲20.1%144,2560.2%Computer and TechnologyPANWPalo Alto Networks$12,437$1,769 ▼-12.5%72,8820.2%Computer and TechnologySBUXStarbucks$12,265$7,377 ▼-37.6%125,0370.2%Retail/WholesaleREGNRegeneron Pharmaceuticals$12,199$4,811 ▲65.1%19,2340.2%MedicalTEAMAtlassian$12,198$3,498 ▲40.2%57,4810.2%Computer and TechnologyTTEKTetra Tech$12,191$12,191 ▲New Holding416,7890.2%IndustrialsPHParker-Hannifin$11,992$2,874 ▲31.5%19,7290.2%IndustrialsTTTrane Technologies$11,766$11,766 ▲New Holding34,9210.2%ConstructionTSMTaiwan Semiconductor Manufacturing$11,757$1,989 ▼-14.5%70,8280.2%Computer and TechnologyHDHome Depot$11,581$4,406 ▼-27.6%31,6010.2%Retail/WholesaleCTASCintas$11,565$466 ▲4.2%56,2700.2%Business ServicesTTWOTake-Two Interactive Software$11,539$1,138 ▼-9.0%55,6780.2%Consumer DiscretionaryABTAbbott Laboratories$11,294$1,220 ▼-9.8%85,1440.2%MedicalADIAnalog Devices$11,010$94 ▼-0.8%54,5960.2%Computer and TechnologyAZNAstraZeneca$10,942$53 ▲0.5%148,8680.2%MedicalShowing 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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