INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CIK
1818604
City
ORLANDO
State / Country
FL

Top Portfolio Positions

1,325 positions · $3,842,449,981 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
GS
Goldman Sachs Group Inc
Financial Services
2,393,552 $2,024,921,056 52.70%
JPM
Jpmorgan Chase & Co
Financial Services
1,261,880 $371,194,620 9.66%
UNH
Unitedhealth Group Inc
Healthcare
429,507 $116,220,299 3.02%
AAPL
Apple Inc.
Technology
346,233 $87,870,472 2.29%
MU
Micron Technology Inc
Technology
246,473 $83,268,438 2.17%
NVDA
Nvidia Corp
Technology
459,613 $80,156,506 2.09%
BMO
Bank Of Montreal /Can/
Financial Services
406,135 $54,966,310 1.43%
MS
Morgan Stanley
Financial Services
259,923 $42,775,528 1.11%
AMZN
Amazon Com Inc
Consumer Cyclical
183,683 $38,255,657 1.00%
QQQ
Invesco Qqq Trust, Series 1
62,394 $36,012,568 0.94%

Portfolio Trend

25 quarters · across all stocks

Holdings in PDO

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Shares Held

Position Value (USD)

5 of 5 shown
Report Date Value (USD) Shares
2026-03-31 $4,228,472 327,028
2025-12-31 $3,774,693 272,738
2025-09-30 $2,270,961 160,833
2025-06-30 $2,018,940 149,773
2024-09-30 $241,437 17,099