International Assets Investment Management

Latest statistics and disclosures from International Assets Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AAPL, IYZ, UPS, VB, AMZN, and represent 20.73% of International Assets Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: IYZ (+$24M), VB (+$15M), RFV (+$10M), OUSA (+$8.4M), FIXD (+$6.9M), FTHI (+$6.0M), XLK (+$5.3M), VDC, GOOGL, PTMC.
  • Started 1771 new stock positions in MHI, IMMR, DIVO, FIXD, JLS, PBFX, FANG, MLHR, IAF, FENY.
  • Reduced shares in these 10 stocks: QQQ (-$18M), PFF (-$12M), RZV (-$10M), VYM (-$8.5M), , , GOOG, , VIRS, .
  • Sold out of its positions in ARKK, WBIN, GOOG, ABC, APA, BCS, TCPC, TAIL, D, MJ.
  • International Assets Investment Management was a net buyer of stock by $113M.
  • International Assets Investment Management has $550M in assets under management (AUM), dropping by 36.65%.

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Portfolio Holdings for International Assets Investment Management

Companies in the International Assets Investment Management portfolio as of the December 2020 quarterly 13F filing

International Assets Investment Management has 2113 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.0 $44M +4% 411k 106.42
Ishares Tr Us Telecom Etf (IYZ) 4.3 $24M NEW 336k 70.57
United Parcel Service CL B (UPS) 3.1 $17M +5% 102k 168.40
Vanguard Index Fds Small Cp Etf (VB) 2.7 $15M NEW 80k 187.74
Amazon (AMZN) 2.6 $14M +9% 4.4k 3256.93
Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV) 1.8 $10M NEW 308k 32.45
Microsoft Corporation (MSFT) 1.8 $9.7M +8% 108k 89.54
Osi Etf Tr Oshares Us Qualt (OUSA) 1.5 $8.4M NEW 160k 52.18
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 1.2 $6.9M NEW 136k 50.48
At&t (T) 1.2 $6.6M +11% 459k 14.44
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 1.1 $6.0M NEW 152k 39.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $5.7M -10% 15k 373.87
Select Sector Spdr Tr Technology (XLK) 1.0 $5.3M NEW 79k 66.37
Vanguard World Fds Consum Stp Etf (VDC) 0.9 $4.9M NEW 18k 282.36

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Alphabet Cap Stk Cl A (GOOGL) 0.9 $4.9M NEW 2.8k 1752.38
Facebook Cl A (FB) 0.8 $4.4M -6% 16k 273.16
Paypal Holdings (PYPL) 0.8 $4.2M -6% 18k 234.20
First Tr Exchange Traded Utilities Alph (FXU) 0.8 $4.1M -2% 81k 51.02
Ishares Tr Core S&p500 Etf (IVV) 0.7 $4.0M 11k 375.40
Spdr Ser Tr Portfli Mortgage (SPMB) 0.7 $3.8M -16% 72k 53.57
Ishares Tr Core Msci Total (IXUS) 0.7 $3.8M +54% 65k 58.74
Procter & Gamble Company (PG) 0.7 $3.7M +17% 26k 139.14
Bluerock Residential Gwt Rei Com Cl A (BRG) 0.7 $3.6M -12% 39k 94.10
First Tr Nas100 Eq Weighted SHS (QQEW) 0.7 $3.6M -5% 30k 122.23
Wal-Mart Stores (WMT) 0.6 $3.4M +126% 24k 144.15
Home Depot (HD) 0.6 $3.3M +4% 42k 77.90
Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.6 $3.2M NEW 109k 29.71
Visa Com Cl A (V) 0.5 $3.0M +20% 21k 144.26
Tesla Motors (TSLA) 0.5 $2.9M -10% 4.1k 705.67
Bank of America Corporation (BAC) 0.5 $2.7M -2% 111k 24.74
Johnson & Johnson (JNJ) 0.5 $2.7M +33% 93k 29.13
Walt Disney Company (DIS) 0.5 $2.6M +5% 15k 181.18
Costco Wholesale Corporation (COST) 0.5 $2.6M -26% 7.0k 376.80
Nextera Energy (NEE) 0.5 $2.6M +847% 34k 77.15
Ares Capital Corporation (ARCC) 0.5 $2.6M 263k 9.97
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $2.6M +24% 8.6k 305.79
Verizon Communications (VZ) 0.5 $2.6M +49% 44k 58.75
JPMorgan Chase & Co. (JPM) 0.5 $2.5M -5% 125k 20.46
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $2.5M -32% 18k 138.13
Barclays Bank Ipath Shilr Cape (CAPE) 0.4 $2.5M 14k 172.96
First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $2.4M -7% 40k 60.04
Citigroup Com New (C) 0.4 $2.2M -3% 69k 31.39
Pfizer (PFE) 0.4 $2.2M +132% 64k 34.01
Spdr Ser Tr S&p Regl Bkg (KRE) 0.4 $2.1M -14% 42k 51.19
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $2.1M -28% 24k 88.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.1M -7% 8.9k 231.87
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $2.0M +260% 28k 72.22
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.4 $2.0M +15% 44k 45.20
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.9M +68% 44k 44.30
Ishares Tr Select Divid Etf (DVY) 0.3 $1.8M -7% 19k 96.18
Paycom Software (PAYC) 0.3 $1.8M 4.1k 452.25
NVIDIA Corporation (NVDA) 0.3 $1.8M +154% 7.5k 244.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.8M +47% 5.2k 343.66
Goldman Sachs (GS) 0.3 $1.8M -23% 237k 7.40
First Tr Value Line Divid In SHS (FVD) 0.3 $1.7M 48k 35.07
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.3 $1.7M -9% 48k 34.74
Kinder Morgan (KMI) 0.3 $1.7M -4% 123k 13.67
Exxon Mobil Corporation (XOM) 0.3 $1.6M -5% 40k 41.22
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.6M -4% 9.1k 178.36
Eli Lilly & Co. (LLY) 0.3 $1.6M +5% 9.3k 168.83
Union Pacific Corporation (UNP) 0.3 $1.6M +64% 7.5k 208.22
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.5M 13k 118.19
Ishares Tr U.s. Tech Etf (IYW) 0.3 $1.5M +219% 18k 85.08
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.3 $1.5M -9% 30k 49.98
General Electric Company (GE) 0.3 $1.5M -3% 136k 10.80
McDonald's Corporation (MCD) 0.3 $1.5M +37% 11k 135.61
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $1.5M NEW 16k 94.21
Gladstone Ld (LAND) 0.3 $1.4M +435% 59k 24.40
Netflix (NFLX) 0.3 $1.4M -11% 2.6k 540.73
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $1.4M -25% 4.3k 327.30
Ark Etf Tr Fintech Innova (ARKF) 0.3 $1.4M NEW 14k 104.01
Square Cl A (SQ) 0.3 $1.4M +14% 6.5k 217.64
Intel Corporation (INTC) 0.3 $1.4M +40% 28k 49.82
Merck & Co (MRK) 0.2 $1.4M +69% 17k 81.80
Vaneck Vectors Etf Tr Rare Earth Strat (REMX) 0.2 $1.4M NEW 23k 58.20
Coca-Cola Company (KO) 0.2 $1.3M +30% 25k 54.84
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $1.3M +32% 5.7k 232.73
Boeing Company (BA) 0.2 $1.3M +4% 26k 50.64
Vaneck Vectors Etf Tr Semiconductor Et (SMH) 0.2 $1.3M NEW 29k 44.58
Exelon Corporation (EXC) 0.2 $1.3M -3% 31k 42.22
Mastercard Incorporated Cl A (MA) 0.2 $1.3M +20% 3.6k 356.89
Honeywell International (HON) 0.2 $1.3M +36% 6.0k 212.71
Starbucks Corporation (SBUX) 0.2 $1.3M +5% 38k 33.96
Pepsi (PEP) 0.2 $1.3M +199% 13k 93.44
Cisco Systems (CSCO) 0.2 $1.2M -7% 28k 44.75
Hercules Technology Growth Capital (HTGC) 0.2 $1.2M -12% 86k 14.42
3M Company (MMM) 0.2 $1.2M -10% 7.1k 174.80
Fs Kkr Capital Corp (FSK) 0.2 $1.2M -11% 74k 16.56
Advanced Micro Devices (AMD) 0.2 $1.2M -22% 13k 91.71
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.2M -8% 24k 49.69
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $1.2M NEW 12k 101.33
Xcel Energy (XEL) 0.2 $1.2M NEW 18k 66.67
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.2 $1.2M +178% 41k 28.78
Prospect Capital Corporation (PSEC) 0.2 $1.2M 246k 4.75
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) 0.2 $1.2M -29% 56k 20.87
Enterprise Products Partners (EPD) 0.2 $1.2M +4% 59k 19.59
Aberdeen Std Precious Metals Physcl Pm Basket (GLTR) 0.2 $1.2M -29% 12k 98.95
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.1M +82% 13k 91.90
John Hancock Pref. Income Fund II (HPF) 0.2 $1.1M +3% 60k 19.04
Marathon Petroleum Corp (MPC) 0.2 $1.1M -4% 27k 41.36
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $1.1M +2% 13k 84.05
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $1.1M +36% 7.4k 146.36
Docusign (DOCU) 0.2 $1.1M -12% 4.9k 222.30
Newtek Business Svcs Corp Com New (NEWT) 0.2 $1.1M 55k 19.69
Altria (MO) 0.2 $1.1M +12% 88k 12.11
Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.2 $1.1M NEW 31k 34.03
Ameren Corporation (AEE) 0.2 $1.1M 14k 78.06
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $1.0M +33% 168k 6.18
Wisdomtree Tr Cloud Computng (WCLD) 0.2 $1.0M -30% 19k 53.58
Domino's Pizza (DPZ) 0.2 $1.0M -9% 2.7k 383.48
Gabelli Utility Trust (GUT) 0.2 $1.0M +5% 127k 8.12
Triplepoint Venture Gr Bdc cs (TPVG) 0.2 $1.0M 79k 13.04
Lowe's Companies (LOW) 0.2 $1.0M 26k 39.01
Medtronic SHS (MDT) 0.2 $1.0M +21% 8.6k 117.14
Gladstone Capital Corporation (GLAD) 0.2 $1.0M -3% 114k 8.86
Moderna (MRNA) 0.2 $1.0M +28% 9.6k 104.47
Prudential Financial (PRU) 0.2 $999k +57% 13k 75.81
Bristol Myers Squibb (BMY) 0.2 $989k 16k 62.03
Fidelity Covington Trust Low Volity Etf (FDLO) 0.2 $932k +301% 22k 42.71
Amgen (AMGN) 0.2 $931k +167% 7.0k 132.34
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $923k +24% 8.7k 105.93
salesforce (CRM) 0.2 $923k -4% 4.1k 222.53
First Tr High Yield Opprt 20 (FTHY) 0.2 $917k +209% 45k 20.32
Caterpillar (CAT) 0.2 $881k +44% 9.8k 89.78
Southern Company (SO) 0.2 $871k +3% 14k 61.43
UnitedHealth (UNH) 0.2 $868k +84% 2.5k 350.71
Sea Sponsord Ads (SE) 0.2 $867k -37% 4.4k 199.05
Ishares Tr Tips Bd Etf (TIP) 0.2 $848k +13% 6.6k 127.64
International Business Machines (IBM) 0.2 $847k -3% 6.7k 125.88
Lockheed Martin Corporation (LMT) 0.2 $834k 17k 48.21
Ishares Tr Russell 2000 Etf (IWM) 0.2 $834k +6% 4.3k 196.08
Gladstone Investment Corporation (GAIN) 0.2 $828k 82k 10.09
Columbia Seligm Prem Tech Gr (STK) 0.2 $827k +64% 30k 27.24
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $822k NEW 13k 61.46
BP Sponsored Adr (BP) 0.1 $816k +8% 40k 20.52
Comcast Corp Cl A (CMCSA) 0.1 $811k 16k 52.40
Abbvie (ABBV) 0.1 $811k +150% 14k 60.03
Chevron Corporation (CVX) 0.1 $804k +142% 9.5k 84.45
Ishares Tr Nasdaq Biotech (IBB) 0.1 $800k -32% 5.3k 151.49
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $784k +239% 12k 63.82
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $781k +39% 3.4k 229.81
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $758k 4.8k 158.18
Penn National Gaming (PENN) 0.1 $748k +13% 8.7k 86.37
Duke Energy Corp Com New (DUK) 0.1 $743k +144% 8.1k 91.56
Gladstone Commercial Corporation (GOOD) 0.1 $732k 41k 18.00
Carrier Global Corporation (CARR) 0.1 $718k +16% 19k 37.72
Walgreen Boots Alliance (WBA) 0.1 $714k +35% 18k 39.88
Prosperity Bancshares (PB) 0.1 $712k 10k 69.36
American Tower Reit (AMT) 0.1 $709k -4% 3.2k 224.48
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $707k +6% 10k 69.91
First Tr Exchange-traded Nasdq Phrmtcls (FTXH) 0.1 $705k +6% 21k 33.76
Philip Morris International (PM) 0.1 $704k NEW 8.5k 82.79
Nike CL B (NKE) 0.1 $702k NEW 7.9k 88.45
Abbott Laboratories (ABT) 0.1 $702k -15% 6.4k 109.48
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $698k NEW 21k 32.71
Constellation Brands Cl A (STZ) 0.1 $697k -20% 3.2k 219.04
Colgate-Palmolive Company (CL) 0.1 $696k +16% 8.1k 85.51
Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) 0.1 $694k NEW 30k 23.15
PIMCO Corporate Income Fund (PCN) 0.1 $692k +9% 40k 17.24
FirstEnergy (FE) 0.1 $682k NEW 22k 30.61
CVS Caremark Corporation (CVS) 0.1 $677k +20% 9.9k 68.30
Hormel Foods Corporation (HRL) 0.1 $667k NEW 14k 46.61
Zoom Video Communications In Cl A (ZM) 0.1 $667k +4% 2.0k 337.32
Calamos Conv & High Income F Com Shs (CHY) 0.1 $649k 45k 14.28
Qualcomm (QCOM) 0.1 $647k +9% 8.2k 78.72
Carnival Corp Unit 99/99/9999 (CCL) 0.1 $643k +10% 30k 21.66
Automatic Data Processing (ADP) 0.1 $637k +6% 3.6k 176.21
Adobe Systems Incorporated (ADBE) 0.1 $635k +224% 4.3k 148.93
Apollo Invt Corp Com New (AINV) 0.1 $624k 59k 10.62
Ishares Tr Agency Bond Etf (AGZ) 0.1 $622k +7% 5.2k 119.54
Wec Energy Group (WEC) 0.1 $616k +115% 6.7k 92.03
Ontrak (OTRK) 0.1 $614k NEW 25k 24.26
Teladoc (TDOC) 0.1 $604k +20% 3.0k 199.96
Marvell Technology Group Ord (MRVL) 0.1 $601k +7% 13k 47.54
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $595k -11% 4.6k 128.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $591k 2.5k 241.09
Golub Capital BDC (GBDC) 0.1 $589k 42k 14.14
Tcg Bdc (CGBD) 0.1 $581k 57k 10.26
Trane Technologies SHS (TT) 0.1 $575k +2% 4.0k 145.14
Ford Motor Company (F) 0.1 $571k 87k 6.58
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $565k +62% 3.6k 157.74
Morgan Stanley Com New (MS) 0.1 $559k NEW 60k 9.34
Innovative Industria A (IIPR) 0.1 $555k +7% 3.1k 179.77
EXACT Sciences Corporation (EXAS) 0.1 $554k +6% 4.2k 132.49
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $554k -25% 1.3k 419.92
Vanguard World Fds Health Car Etf (VHT) 0.1 $550k +83% 2.5k 216.39
CenturyLink (LUMN) 0.1 $542k -16% 56k 9.75
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $539k 10k 51.67
Ishares Tr MRNGSTR LG-CP VL (JKF) 0.1 $537k -37% 1.9k 278.74
Vodafone Group Sponsored Adr (VOD) 0.1 $536k +8% 33k 16.48
Delta Air Lines Inc Del Com New (DAL) 0.1 $535k +56% 101k 5.29
Williams Companies (WMB) 0.1 $532k +30% 27k 20.05
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $528k +33% 19k 28.24
Annaly Capital Management (NLY) 0.1 $521k +4% 61k 8.58
Etf Managers Tr Prime Junir Slvr (SILJ) 0.1 $518k NEW 22k 23.09
General Mills (GIS) 0.1 $511k +57% 11k 47.96
Hancock John Prem Divid Com Sh Ben Int (PDT) 0.1 $509k +22% 36k 14.17
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $508k NEW 14k 35.99
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.1 $508k NEW 38k 13.48
Rocket Cos Com Cl A (RKT) 0.1 $507k +82% 25k 20.22
Clorox Company (CLX) 0.1 $505k -18% 2.5k 201.92
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $504k +63% 6.1k 83.25
Old Dominion Freight Line (ODFL) 0.1 $503k 2.6k 195.18
Crown Castle Intl (CCI) 0.1 $502k +46% 3.2k 159.19
Chubb (CB) 0.1 $498k +58% 3.2k 153.94
Hanover Insurance (THG) 0.1 $497k 4.3k 116.92
Enbridge (ENB) 0.1 $497k NEW 16k 31.99
Broadcom (AVGO) 0.1 $494k +13% 1.1k 437.97
Cummins (CMI) 0.1 $491k +61% 2.2k 227.07
Lululemon Athletica (LULU) 0.1 $490k +16% 1.4k 348.03
General Dynamics Corporation (GD) 0.1 $487k -7% 3.3k 148.83
Fs Kkr Capital Corp. Ii (FSKR) 0.1 $484k +15% 30k 16.40
Draftkings Com Cl A (DKNG) 0.1 $481k +82% 10k 46.56
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $480k +38% 4.4k 109.04
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.1 $477k -71% 22k 22.09
Kimberly-Clark Corporation (KMB) 0.1 $475k +159% 3.5k 134.82
American Water Works (AWK) 0.1 $467k 3.0k 153.47
Tekla Healthcare Opportuniti SHS (THQ) 0.1 $464k +3% 23k 20.38
Kraneshares Tr Bosera Msci Ch (KBA) 0.1 $459k -39% 10k 45.89
Appian Corp Cl A (APPN) 0.1 $456k NEW 2.8k 162.09
Gilead Sciences (GILD) 0.1 $453k 62k 7.34
Ishares Tr Core Lt Usdb Etf (ILTB) 0.1 $452k 5.9k 76.42
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $452k 5.5k 82.89
Wells Fargo & Company (WFC) 0.1 $447k -12% 39k 11.48
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $446k +8% 17k 25.66
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $444k +3% 51k 8.77
SYSCO Corporation (SYY) 0.1 $440k +51% 5.9k 74.26
Palantir Technologies Cl A (PLTR) 0.1 $439k NEW 19k 23.55
Mccormick & Co Com Non Vtg (MKC) 0.1 $437k +156% 4.6k 95.60
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $437k -37% 9.2k 47.21
Thermo Fisher Scientific (TMO) 0.1 $435k +161% 2.9k 148.58
Microchip Technology (MCHP) 0.1 $435k +8% 31k 14.05
Oge Energy Corp (OGE) 0.1 $432k 14k 31.86
First Trust Enhanced Equity Income Fund (FFA) 0.1 $431k +14% 25k 17.62
Kroger (KR) 0.1 $428k NEW 14k 31.76
Micron Technology (MU) 0.1 $425k -25% 5.7k 75.18
Oxford Square Ca (OXSQ) 0.1 $424k -2% 139k 3.05
New Mountain Finance Corp (NMFC) 0.1 $420k +6% 37k 11.36
Ishares Msci Singpor Etf (EWS) 0.1 $413k -10% 6.9k 60.07
Viacomcbs CL B (VIAC) 0.1 $412k -8% 11k 37.26
Best Buy (BBY) 0.1 $406k NEW 4.1k 99.79
Nio Spon Ads (NIO) 0.1 $406k NEW 8.3k 48.74
Eaton Corp SHS (ETN) 0.1 $399k NEW 3.3k 120.15
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM) 0.1 $398k 8.1k 49.44
Asa Gold And Precious Mtls L SHS (ASA) 0.1 $398k NEW 18k 21.87
MPLX Com Unit Rep Ltd (MPLX) 0.1 $395k NEW 18k 21.65
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $393k +16% 5.7k 68.55
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $391k +39% 2.5k 158.26
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $382k +9% 6.9k 55.19
First Tr Morningstar Divid L SHS (FDL) 0.1 $380k -2% 13k 29.59

Past Filings by International Assets Investment Management

SEC 13F filings are viewable for International Assets Investment Management going back to 2020