Industrial Alliance Investment Management Inc. Top Holdings and 13F Report (2025) About Industrial Alliance Investment Management Inc.Investment ActivityIndustrial Alliance Investment Management Inc. has $212.47 thousand in total holdings as of June 30, 2025.Industrial Alliance Investment Management Inc. owns shares of 8 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 3.53% of the portfolio was purchased this quarter.About 0.36% of the portfolio was sold this quarter.This quarter, Industrial Alliance Investment Management Inc. has purchased 8 new stocks and bought additional shares in 3 stocks.Industrial Alliance Investment Management Inc. sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Invesco QQQ $154,620Vanguard Total Stock Market ETF $23,373SPDR S&P 500 ETF Trust $10,632Vanguard Real Estate ETF $9,083Vanguard FTSE All-World ex-US ETF $7,884 Largest Purchases this Quarter Invesco QQQ 8,696 shares (about $6.40K)Vanguard Long-Term Corporate Bond ETF 13,100 shares (about $985.93)Vanguard Long-Term Treasury ETF 1,967 shares (about $108.75) Largest Sales this Quarter iShares Core MSCI Europe ETF 5,234 shares (about $393.41)SPDR S&P 500 ETF Trust 500 shares (about $373.39)Vanguard Total Stock Market ETF 13 shares (about $4.81) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndustrial Alliance Investment Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$154,620$6,404 â–²4.3%209,96772.8%ETFVTIVanguard Total Stock Market ETF$23,373$5 â–¼0.0%63,16311.0%ETFSPYSPDR S&P 500 ETF Trust$10,632$373 â–¼-3.4%14,2375.0%ETFVNQVanguard Real Estate ETF$9,0830.0%94,1904.3%ETFVEUVanguard FTSE All-World ex-US ETF$7,8840.0%94,1363.7%ETFIEURiShares Core MSCI Europe ETF$4,678$393 â–¼-7.8%62,2372.2%ETFVCLTVanguard Long-Term Corporate Bond ETF$1,979$986 â–²99.3%26,2950.9%ETFVGLTVanguard Long-Term Treasury ETF$216$109 â–²101.4%3,9070.1%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
