Fund Holdings

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
JPMORGAN CHASE & CO(JPM)01,261,880+1,261,880010,860,8720.75%+10,860,872
GOLDMAN SACHS GROUP INC(GS)02,393,552+2,393,55206,288,6580.44%+6,288,658
MICRON TECHNOLOGY INC(MU)0246,473+246,47304,470,3000.31%+4,470,300
SPDR INDEX SHS FDS
ST STR SP N AM
031,591+31,59102,650,1470.18%+2,650,147
RBB FD INC
F/M US TREASURY
050,426+50,42602,514,2350.17%+2,514,235
SPROTT ASSET MANAGEMENT LP(CEF)63,221105,605+42,3842,895,5225,104,9460.35%+2,209,424
SELECT SECTOR SPDR TR
ST STR ENERG ETF
22,73450,082+27,3481,016,4452,956,6040.21%+1,940,159
LOWES COS INC(LOW)0107,684+107,68401,911,1190.13%+1,911,119
MORGAN STANLEY(MS)0259,923+259,92301,800,0930.12%+1,800,093
GE VERNOVA INC(GEV)4,8495,547+6983,169,4144,963,7680.34%+1,794,354
EXXON MOBIL CORP46,80146,167-6345,632,0887,422,7450.52%+1,790,657
ENDEAVOUR SILVER CORP(EXK)0184,753+184,75301,773,6290.12%+1,773,629
SPROTT ASSET MANAGEMENT LP(PSLV)441,767496,290+54,52310,447,79012,129,3280.84%+1,681,538
KINDER MORGAN INC DEL(KMI)0101,578+101,57801,587,7510.11%+1,587,751
ISHARES TR11,10216,749+5,6472,732,8814,179,8060.29%+1,446,925
WALMART INC(WMT)79,95581,431+1,4768,907,83310,157,5850.71%+1,249,752
PACER FDS TR
AMERICAN ENERGY
027,084+27,08401,245,2950.09%+1,245,295
COREWEAVE INC(CRWV)27,55640,993+13,4371,973,2853,215,4910.22%+1,242,206
CARNIVAL CORP046,258+46,25801,229,5510.09%+1,229,551
ALASKA AIR GROUP INC8,42042,060+33,640423,5411,583,5710.11%+1,160,030
ISHARES TR
FLTG RATE NT ETF
36,33759,256+22,9191,848,1063,005,4760.21%+1,157,370
VANGUARD TAX-MANAGED FDS100,308113,495+13,1876,266,2257,393,0580.51%+1,126,833
FIRST TR EXCHANGE-TRADED FD130,023136,962+6,9395,765,2196,880,9480.48%+1,115,729
NB BANCORP INC(NBBK)86,900131,013+44,1131,722,3582,784,0260.19%+1,061,668
ALLIED GOLD CORP(AAUC)18,76845,598+26,830429,4121,423,1140.10%+993,702
HUNTINGTON BANCSHARES INC(HBAN)6,19167,588+61,397107,4141,073,2970.07%+965,883
SPROTT ASSET MANAGEMENT LP72,092139,518+67,4261,214,0292,176,4810.15%+962,452
APPLOVIN CORP(APP)1,4835,027+3,544999,2751,949,6720.14%+950,397
NOVAGOLD RESOURCES INC0101,488+101,4880949,9280.07%+949,928
KIMBERLY-CLARK CORP(KMB)15,79425,844+10,0501,593,4842,521,6260.18%+928,142
CHEVRON CORPORATION(CVX)32,87329,913-2,9605,010,2215,905,1910.41%+894,970
NETFLIX INC.(NFLX)101,094108,533+7,4399,478,57310,370,3280.72%+891,755
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
29,04840,304+11,2562,315,9973,185,6280.22%+869,631
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
35,40238,034+2,6323,480,7604,303,9130.30%+823,153
ABRDN TOTAL DYNAMIC DIVIDEND
COM SH BEN INT
343,356439,873+96,5173,347,7214,161,1990.29%+813,478
CATERPILLAR INC(CAT)6,1745,904-2703,536,9304,311,9850.30%+775,055
UNITED AIRLS HLDGS INC(UAL)9,23818,910+9,6721,032,9931,797,9630.12%+764,970
ISHARES TR113,417120,874+7,45711,384,80912,134,5850.84%+749,776
COEUR MNG INC(CDE)038,974+38,9740744,7930.05%+744,793
SCORPIO TANKERS INC(STNG)49,18443,389-5,7952,500,0123,215,1460.22%+715,134
ISHARES INC07,000+7,0000696,7100.05%+696,710
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
23,23125,473+2,2423,554,7434,249,4470.30%+694,704
NUVEEN S&P 500 DYNAMIC OVERW
COM
042,076+42,0760685,8390.05%+685,839
ISHARES U S ETF TR
INT RT HD LONG
4,37231,039+26,667107,673752,3770.05%+644,704
BLACKROCK CORPOR HI YLD FD I(HYT)146,577227,377+80,8001,304,5351,944,0730.13%+639,538
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
013,316+13,3160636,1890.04%+636,189
LSB INDS INC(LXU)108,452104,102-4,350921,8421,555,2840.11%+633,442
PAYPAL HLDGS INC(PYPL)30,94254,458+23,5161,806,4062,430,4780.17%+624,072
TAIWAN SEMICONDUCTOR MANUFAC(TSM)12,50712,906+3993,800,8434,406,5720.31%+605,729
EPSILON ENERGY LTD127,824190,382+62,558593,1051,174,6560.08%+581,551
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
47,32568,245+20,9201,307,1171,862,4040.13%+555,287
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
85,15599,067+13,9124,949,2305,500,2130.38%+550,983
VANGUARD WORLD FD
UTILITIES ETF
3,1075,646+2,539574,9191,123,3850.08%+548,466
PIMCO DYNAMIC INCOME OPRNTS(PDO)272,738327,028+54,2903,774,6944,316,7700.30%+542,076
ISHARES TR5,37210,615+5,243515,8601,046,7320.07%+530,872
SPDR INDEX SHS FDS
ST STR EU 50 ETF
08,145+8,1450513,4620.04%+513,462
NEXTERA ENERGY INC(NEE)32,16233,337+1,1752,581,9763,095,3430.21%+513,367
SPDR GOLD TR(GLD)10,73210,887+1554,253,1994,764,6180.33%+511,419
FIRST TR EXCHANGE-TRADED FD
VEST INVESTMENT
026,250+26,2500510,5630.04%+510,563
WILLIAMS COS INC(WMB)056,367+56,3670508,3660.04%+508,366
PACER FDS TR
GLOBL CASH ETF
79,11281,736+2,6243,260,9783,768,8610.26%+507,883
DEVON ENERGY CORP NEW(DVN)50,12848,200-1,9281,836,1882,342,0160.16%+505,828
CNH INDL N V
SHS
044,268+44,2680487,8330.03%+487,833
SERVICENOW INC(NOW)7,46115,629+8,1681,142,9511,626,0410.11%+483,090
WORLD GOLD TR(GLDM)1,8006,605+4,805153,666622,8520.04%+469,186
VANECK ETF TRUST
OIL SERVICES ETF
01,172+1,1720464,3000.03%+464,300
ULTA BEAUTY INC(ULTA)4671,379+912282,540739,9850.05%+457,445
BANK OZK LITTLE ROCK ARK(OZK)09,875+9,8750455,9290.03%+455,929
JOHNSON & JOHNSON(JNJ)17,83716,973-8643,691,3214,143,4360.29%+452,115
VERTIV HOLDINGS CO(VRT)17,11112,415-4,6962,772,2003,219,9910.22%+447,791
PACER FDS TR
NASDA 100 50 ETF
019,175+19,1750439,9470.03%+439,947
VANGUARD MUN BD FDS2,95911,794+8,835148,808588,6390.04%+439,831
PHILLIPS 66(PSX)22,99319,374-3,6192,966,9643,402,8640.24%+435,900
BANK MONTREAL MEDIUM0406,135+406,1350423,2140.03%+423,214
MARATHON PETE CORP(MPC)5,0965,233+137828,7371,246,8150.09%+418,078
FIRST TR EXCHNG TRADED FD VI
FT ENER INCO ETF
018,625+18,6250414,9660.03%+414,966
ABRDN GLOBAL DYNAMIC DIVIDEN
COM
141,595187,227+45,6321,650,9972,059,4940.14%+408,497
TPG INC(TPG)60011,350+10,75038,304442,0830.03%+403,779
DELEK US HLDGS INC NEW(DK)33,55731,390-2,167995,3031,393,4110.10%+398,108
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
23,50325,432+1,9294,502,2894,896,7030.34%+394,414
USA RARE EARTH INC(USAR)71,24982,905+11,656847,8631,226,9940.09%+379,131
TRANE TECHNOLOGIES PLC(TT)4,0354,556+5211,570,4971,949,3340.14%+378,837
VANGUARD WORLD FD
INF TECH ETF
7,7258,770+1,0455,822,9326,197,3590.43%+374,427
GMO ETF TRUST
GMO INTL VALUE
7,80717,222+9,415262,159630,6700.04%+368,511
WHEATON PRECIOUS METALS CORP(WPM)02,621+2,6210358,5740.02%+358,574
METLIFE INC(MET)014,885+14,8850356,4150.02%+356,415
GENERAL MILLS INC(GIS)5,01215,840+10,828233,037589,4240.04%+356,387
MURPHY OIL CORP(MUR)49,93148,414-1,5171,560,3591,914,7790.13%+354,420
MURPHY USA INC(MUSA)7561,328+572305,061657,1210.05%+352,060
SFL CORPORATION LTD
SHS
134,199131,427-2,7721,048,0961,397,0680.10%+348,972
J P MORGAN EXCHANGE TRADED F
INCOME ETF
19,29527,036+7,741893,1661,240,9520.09%+347,786
SCHWAB STRATEGIC TR63,22968,020+4,7911,734,3602,075,6930.14%+341,333
SARATOGA INVT CORP(SAJ)61,80982,407+20,5981,425,9341,761,8650.12%+335,931
FIRST TR EXCHANGE TRADED FD
NASDQ OIL GAS
35,59335,605+12993,7481,328,7690.09%+335,021
ENERGY TRANSFER L P(ET)248,406232,631-15,7754,096,2134,424,6360.31%+328,423
FIRST TR EXCHANGE-TRADED FD
VEST HIGH YIELD
016,750+16,7500322,2700.02%+322,270
RITHM CAPITAL CORP(RITM)26,33563,981+37,646287,051605,8960.04%+318,845
AT&T INC(T)611,815604,647-7,1684,218,7984,536,4700.31%+317,672
GLOBAL X FDS
US INFR DEV ETF
9,74915,039+5,290465,882777,3510.05%+311,469
ISHARES TR
CORE UNIVRSL USD
7,42414,222+6,798345,513655,5400.05%+310,027
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