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Analyst IMS Investment Management Services Ltd.

13F
Analyst IMS Investment Management Services Ltd.
Last update 2024-11-12 135 Stocks (12 new)
Value $2.60 Bil Turnover 3 %
Countries:
Top Holdings: SPY(29.78%)QQQ(19.32%)VOO(17.82%)IVV(8.17%)AAXJ(2.32%)
Portfolio Report
Summary Stock Picks Current Portfolio
Analyst IMS Investment Managem... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		SPDR S&P 500 ETF Trust
1,351,252
775290.000
+1.93%
29.780
+0.56%
0.130
+1.10%
-0.95%
620239.104
 
QQQ 		INVESCO QQQ Trust
1,030,456
502930.000
+2.45%
19.320
+0.46%
0.170
+3.13%
-0.79%
317475.581
 
VOO 		Vanguard S&P 500 ETF
879,404
464030.000
-2.08%
17.820
-0.38%
0.100
+1.14%
-0.91%
528294.358
 
IVV 		iShares Core S&P 500 ETF
368,902
212790.000
-9.03%
8.170
-0.82%
0.040
+1.13%
-0.91%
580036.558
 
AAXJ 		iShares MSCI All Country Asia ex Japan Index Fund
770,783
60470.000
-0.24%
2.320
-0.01%
2.250
-9.79%
-2.72%
2401.411
 
WIX 		Wix.com Ltd
287,059
47990.000
0%
1.840
0%
0.520
+30.83%
+1.90%
11985.139
Software
ONEQ 		Fidelity Nasdaq Composite Tracking Stock
504,046
36100.000
0%
1.390
0%
0.560
+5.06%
-0.78%
7211.038
 
NVDA 		NVIDIA Corp
253,687
30810.000
+7.56%
1.180
+0.08%
0.000
+0.82%
+1.21%
3328435.900
Semiconductors
MCHI 		iShares MSCI China ETF
496,364
25270.000
-0.04%
0.970
0%
0.410
-14.91%
-6.72%
5061.855
 
SOXX 		iShares PHLX SOX Semiconductor Sector Index Fund
109,408
25230.000
+51.21%
0.970
+0.33%
0.170
-6.41%
+1.26%
14008.182
 

Analyst IMS Investment Management Services Ltd.'s Historical Top Holdings Breakdowns

Analyst IMS Investment Management Services Ltd.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2024-03-31Add
+4.19%
●
429.43 ($457.68) 481.35
$533.89
16.65%
Add 27.92%
917,151
200,167
VOO 		Vanguard S&P 500 ETF2023-09-30Add
+3.26%
●
392.7 ($408.89) 420.68
$533.89
30.57%
Add 23.98%
682,647
132,040
SPY 		S&P 500 ETF TRUST ETF2023-09-30Add
+2.55%
●
425.88 ($444.77) 457.79
$580.49
30.51%
Add 8.6%
1,197,248
94,840
VOO 		Vanguard S&P 500 ETF2023-03-31Add
+2.27%
●
347.23 ($365.38) 381.37
$533.89
46.12%
Add 18.96%
506,284
80,680
QQQ 		INVESCO QQQ Trust2023-12-31Add
+2.20%
●
343.66 ($379.61) 411.5
$507.21
33.61%
Add 12.5%
932,175
103,562
SPY 		S&P 500 ETF TRUST ETF2024-03-31Add
+2.00%
●
467.28 ($497.86) 523.17
$580.49
16.60%
Add 6.89%
1,362,909
87,892
SPY 		S&P 500 ETF TRUST ETF2023-12-31Add
+1.92%
●
410.68 ($445.46) 476.69
$580.49
30.31%
Add 6.5%
1,275,017
77,769
IVV 		iShares Core S&P 500 ETF2023-03-31Add
+1.70%
●
379.54 ($399.43) 416.92
$583.33
46.04%
Add 22.19%
303,846
55,169
IVV 		iShares Core S&P 500 ETF2023-09-30Add
+1.49%
●
427.76 ($447.3) 460.18
$583.33
30.41%
Add 16.97%
381,770
55,398
SPY 		S&P 500 ETF TRUST ETF2023-06-30Add
+1.21%
●
402.86 ($418.22) 443.28
$580.49
38.80%
Add 3.89%
1,102,408
41,282

Analyst IMS Investment Management Services Ltd. Total Holding History ($B)

To

Analyst IMS Investment Management Services Ltd.'s Asset Allocation

To

Analyst IMS Investment Management Services Ltd. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Analyst IMS Investment Management Services Ltd.'s Hypothetical Growth since 2024-09-30

Analyst IMS Investment Management Services Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

Analyst IMS Investment Management Services Ltd.'s Holdings Heat Map

Size field:

Analyst IMS Investment Management Services Ltd.'s Holdings Bubble Chart

Analyst IMS Investment Management Services Ltd. News

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