Analyst IMS Investment Management Services Ltd. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AI Analyst IMS Investment Management Services Ltd. | Institutional Filer | ▼ 3.75% | $3.3M | 144 |
Current Portfolio Holdings
Showing all 144 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Trust | — | 1.8M | $1.0M | 31.17% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 865K | $562K | 17.03% |
| 3 | VOO | VANGUARD INDEX FDS | — | 599K | $358K | 10.83% |
| 4 | AAXJ | ISHARES TR | — | 2.2M | $214K | 6.48% |
| 5 | IVV | ISHARES TR | — | 311K | $203K | 6.16% |
| 6 | SOXX | ISHARES TR | — | 202K | $66K | 2.01% |
| 7 | TEVA | Teva Pharmaceutical Industries Limited | Healthcare | 2.1M | $64K | 1.93% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | — | 1.1M | $62K | 1.87% |
| 9 | SPG | Simon Property Group, Inc. | Real Estate | 243K | $45K | 1.37% |
| 10 | WIX | Wix.com Ltd. | Technology | 493K | $44K | 1.34% |
| 11 | ARE | Alexandria Real Estate Equities, Inc. | Real Estate | 916K | $43K | 1.29% |
| 12 | ONEQ | FIDELITY COMWLTH TR | — | 499K | $42K | 1.28% |
| 13 | LMND | Lemonade, Inc. | Financial Services | 618K | $39K | 1.17% |
| 14 | NVDA | NVIDIA Corporation | Technology | 203K | $35K | 1.07% |
| 15 | XLC | Communication Services Select Sector SPDR Fund | — | 254K | $28K | 0.85% |
Showing 1 to 15 of 144 holdings