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Analyst IMS Investment Management Services Ltd.

13F
Analyst IMS Investment Management Services Ltd.
Last update 2025-04-21 133 Stocks (8 new)
Value $2.57 Bil Turnover 2 %
Countries:
Analyst IMS Investment Managem... Top Holdings of 2025-03-31 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
1,318,030
737,290.0
-1.92%
28.660
-0.55%
0.130
+17.14%
+7.04%
641,384.0
 
QQQ
INVESCO QQQ Trust
1,050,711
492,700.0
+1.50%
19.150
+0.28%
0.160
+22.10%
+8.69%
355,935.0
 
VOO
Vanguard S&P 500 ETF
871,042
447,630.0
-0.78%
17.400
-0.13%
0.070
+17.21%
+7.08%
654,655.2
 
IVV
iShares Core S&P 500 ETF
361,284
203,010.0
-2.07%
7.890
-0.16%
0.040
+17.02%
+7.08%
622,054.4
 
AAXJ
iShares MSCI All Country Asia ex Japan Index Fund
iShares MSCI All Country Asia ex Japan Index Fund
784,274
58,040.0
+1.87%
2.260
+0.04%
2.380
+18.10%
+15.40%
2,713.3
 
WIX
Wix.com Ltd
284,094
46,420.0
0%
1.800
0%
0.510
-3.93%
-29.03%
8,476.6
Software
ARE
Alexandria Real Estate Equities Inc
486,578
45,020.0
+0.10%
1.750
0%
0.280
+5.31%
-15.80%
13,761.3
REITs
ONEQ
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
503,611
34,280.0
0%
1.330
0%
0.490
+23.02%
+6.84%
7,565.4
 
SOXX
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
142,893
26,890.0
+22.68%
1.050
+0.19%
0.240
+43.22%
+14.63%
13,969.9
 
MCHI
iShares MSCI China ETF
493,500
26,850.0
0%
1.040
0%
0.450
+11.70%
+18.42%
6,385.2
 

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
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.55%
551.42 ($587.78) 612.93
$623.62
6.10%
Reduce -1.92%
1,318,030
-25,784
LMND
Lemonade Inc
2025-03-31
New Buy
New Buy
+0.39%
30.77 ($34.41) 38.56
$38.18
10.96%
New holding
316,400
316,400
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.28%
468.34 ($508.07) 539.52
$554.20
9.08%
Add 1.5%
1,050,711
15,573
SOXX
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
2025-03-31
Add
Add
+0.19%
188.17 ($213.52) 235.81
$246.17
15.29%
Add 22.68%
142,893
26,418
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.19%
106.98 ($126.74) 149.43
$164.92
30.12%
Reduce -14.93%
219,536
-38,519
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.16%
209.68 ($231.67) 247.1
$211.16
-8.85%
Reduce -20.33%
69,838
-17,817
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.16%
554.06 ($590.51) 615.85
$626.44
6.08%
Reduce -2.07%
361,284
-7,618
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.14%
167.43 ($211.65) 244.7
$274.38
29.64%
Reduce -28.36%
41,439
-16,403
XLC
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
2025-03-31
Add
Add
+0.14%
94.84 ($99.87) 105.31
$106.01
6.15%
Add 29.09%
167,090
37,658
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.13%
507.05 ($540.58) 563.67
$573.22
6.04%
Reduce -0.78%
871,042
-6,806

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

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Analyst IMS Investment Management Services Ltd.'s Asset Allocation

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Analyst IMS Investment Management Services Ltd. Past Portfolios

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

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Analyst IMS Investment Management Services Ltd.'s Hypothetical Growth since 2025-03-31

Analyst IMS Investment Management Services Ltd.'s Yearly Returns

Year Portfolio % % Excess Gain %

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

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