International Assets Investment Management, LLC Sells in Q4 2024

International Assets Investment Management, LLC

  • $1.2 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
-6.69M
- 98.27%
$58.65 - $64.37 $392M - $430M
117K $6.92B
XOM
Exxon Mobil Corp

Energy
-6.8M
- 98.63%
$105.51 - $125.37 $717M - $852M
94.3K $6.93B
WMT
Walmart Inc.

Consumer Defensive
-6.88M
- 98.81%
$79.1 - $95.7 $544M - $658M
82.9K $7.46B
SPYI
Shp ETF Tr Neos S&P 500 High I
-7.79M
- 98.03%
N/A
157K $7.96B
HD
Home Depot, Inc.

Consumer Cyclical
-8.76M
- 99.76%
$385.02 - $431.37 $3.37B - $3.78B
20.8K $8.1B
COST
Costco Wholesale Corp

Consumer Defensive
-7.36M
- 99.88%
$873.59 - $994.69 $6.43B - $7.32B
8.79K $8B
MA
Mastercard Inc

Financial Services
-8.03M
- 99.79%
$491.3 - $536.15 $3.94B - $4.3B
16.7K $8.73B
JPM
Jpmorgan Chase & CO

Financial Services
-7.37M
- 82.33%
$205.18 - $250.29 $1.51B - $1.85B
1.58M $9.88B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7.9M
- 99.79%
$521.84 - $558.82 $4.12B - $4.41B
16.4K $8.82B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8.45M
- 99.77%
$442.29 - $483.08 $3.74B - $4.08B
19.6K $8.84B
IVV
Ishares Core S&P 500 ETF

ETFs
-10.2M
- 99.83%
$570.51 - $610.59 $5.84B - $6.25B
17.9K $10.5B
LLY
Eli Lilly & CO

Healthcare
-12.4M
- 99.84%
$727.2 - $932.06 $9.05B - $11.6B
19.5K $11.3B
GOOGL
Alphabet Inc.

Communication Services
-18.7M
- 99.68%
$161.86 - $196.66 $3.02B - $3.67B
60.7K $11.5B
AVGO
Broadcom Inc.

Technology
-8.2M
- 99.4%
$159.67 - $250.0 $1.31B - $2.05B
49.8K $11.6B
V
Visa Inc.

Financial Services
-9.72M
- 99.62%
$273.87 - $320.91 $2.66B - $3.12B
37.2K $11.7B
UPS
United Parcel Service Inc

Industrials
-14.5M
- 99.27%
$122.65 - $138.35 $1.78B - $2.01B
106K $13.2B
PLTR
Palantir Technologies Inc.

Technology
-6.64M
- 97.22%
$36.46 - $82.38 $242M - $547M
190K $14.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
-14.2M
- 99.82%
$567.81 - $607.81 $8.08B - $8.65B
25.7K $15B
TSLA
Tesla, Inc.

Consumer Cyclical
-11M
- 99.62%
$213.65 - $479.86 $2.35B - $5.28B
42K $15.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-32.5M
- 99.8%
$481.22 - $538.17 $15.6B - $17.5B
65.9K $33.6B
MSFT
Microsoft Corp

Technology
-38.4M
- 99.76%
$406.35 - $454.46 $15.6B - $17.5B
91.7K $38.4B
AMZN
Amazon Com Inc

Consumer Cyclical
-38.9M
- 99.46%
$180.88 - $232.93 $7.04B - $9.07B
210K $46.2B
NVDA
Nvidia Corp

Technology
-55.8M
- 99.14%
$117.0 - $148.88 $6.53B - $8.31B
484K $67B
AAPL
Apple Inc.

Technology
-93.9M
- 99.5%
$221.69 - $259.02 $20.8B - $24.3B
471K $91.9B
Activity Summary
Buys All Purchases 256 New Holdings 247 Increased Positions 9 Sells All Sells 575 Reductions 575 Sold out 0 Options Calls 0 Puts 0
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