Ima Wealth, Inc. Purchases in Q3 2024

Ima Wealth, Inc.

  • $458 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
628K
New
$61.11 - $67.85 $38.4M - $42.6M
628K $42.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
277K
New
$59.93 - $66.52 $16.6M - $18.5M
277K $18.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
181K
New
$71.45 - $75.64 $13M - $13.7M
181K $13.6M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
147K
New
$75.47 - $83.18 $11.1M - $12.2M
147K $12.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
224K
New
$46.9 - $51.96 $10.5M - $11.6M
224K $11.5M
MSFT
Microsoft Corp

Technology
21K
New
$395.15 - $467.56 $8.32M - $9.84M
21K $9.05M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
204K
New
$36.98 - $41.55 $7.55M - $8.49M
204K $8.4M
PG
Procter & Gamble CO

Consumer Defensive
44.7K
New
$160.76 - $177.82 $7.19M - $7.95M
44.7K $7.74M
BSCU
Invesco Exc Self Ind Tr

ETFs
421K
New
$16.19 - $17.05 $6.82M - $7.18M
421K $7.14M
DHR
Danaher Corp

Healthcare
21.9K
New
$239.25 - $280.76 $5.24M - $6.15M
21.9K $6.09M
FAST
Fastenal CO

Industrials
79.8K
New
$62.09 - $71.83 $4.95M - $5.73M
79.8K $5.7M
CTAS
Cintas Corp

Industrials
24.5K
New
$201.38 - $819.83 $4.94M - $20.1M
24.5K $5.05M
QCOM
Qualcomm Inc

Technology
28.1K
New
$156.12 - $209.64 $4.39M - $5.9M
28.1K $4.78M
ONTO
Onto Innovation Inc.

Technology
21.8K
New
$158.45 - $238.04 $3.45M - $5.18M
21.8K $4.52M
GWW
W.W. Grainger, Inc.

Industrials
3.95K
New
$896.19 - $1044.18 $3.54M - $4.12M
3.95K $4.1M
ZBRA
Zebra Technologies Corp

Technology
11K
New
$306.21 - $371.02 $3.37M - $4.08M
11K $4.07M
FPE
First Tr Pfd Secs & Income ETF

ETFs
200K
New
$17.35 - $18.22 $3.46M - $3.64M
200K $3.61M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
64.2K
New
$47.99 - $54.43 $3.08M - $3.5M
64.2K $3.46M
WMT
Walmart Inc.

Consumer Defensive
42.8K
New
$66.91 - $81.4 $2.86M - $3.48M
42.8K $3.45M
PFF
Ishares Trust Ishares Pfd And

ETFs
96.3K
New
$31.18 - $33.5 $3M - $3.23M
96.3K $3.2M
TJX
Tjx Companies Inc

Consumer Cyclical
23.8K
New
$107.93 - $120.23 $2.57M - $2.86M
23.8K $2.8M
C
Citigroup Inc

Financial Services
41.2K
New
$56.11 - $67.61 $2.31M - $2.79M
41.2K $2.58M
CI
Cigna Corp

Healthcare
7.42K
New
$319.12 - $367.1 $2.37M - $2.72M
7.42K $2.57M
NKE
Nike, Inc.

Consumer Cyclical
26.2K
New
$71.09 - $89.44 $1.86M - $2.34M
26.2K $2.31M
MU
Micron Technology Inc

Technology
21.5K
New
$86.27 - $136.82 $1.85M - $2.94M
21.5K $2.23M
IWV
Ishares Russell 3000 ETF

ETFs
6.8K
New
$294.75 - $326.73 $2M - $2.22M
6.8K $2.22M
CVX
Chevron Corp

Energy
14.9K
New
$137.88 - $161.97 $2.05M - $2.41M
14.9K $2.19M
LOW
Lowes Companies Inc

Consumer Cyclical
8.07K
New
$213.3 - $270.78 $1.72M - $2.19M
8.07K $2.19M
BSX
Boston Scientific Corp

Healthcare
25.8K
New
$72.96 - $84.0 $1.88M - $2.16M
25.8K $2.16M
ITW
Illinois Tool Works Inc

Industrials
7.99K
New
$233.14 - $263.97 $1.86M - $2.11M
7.99K $2.09M
JCPB
J P Morgan Exchange Traded Fd

ETFs
32.1K
+ 15.8%
$45.87 - $48.53 $1.47M - $1.56M
235K $11.3M
EA
Electronic Arts Inc.

Communication Services
13K
New
$137.32 - $151.82 $1.78M - $1.97M
13K $1.86M
JNJ
Johnson & Johnson

Healthcare
10.1K
New
$145.48 - $167.38 $1.47M - $1.69M
10.1K $1.63M
GNRC
Generac Holdings Inc.

Industrials
9.29K
New
$133.16 - $159.78 $1.24M - $1.48M
9.29K $1.48M
AZTA
Azenta, Inc.

Healthcare
29.6K
New
$45.84 - $62.29 $1.36M - $1.84M
29.6K $1.43M
FANG
Diamondback Energy, Inc.

Energy
8.12K
New
$168.46 - $210.94 $1.37M - $1.71M
8.12K $1.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.92K
New
$405.19 - $478.57 $1.18M - $1.4M
2.92K $1.34M
LHX
L3 Harris Technologies, Inc.

Industrials
5.59K
New
$221.96 - $243.27 $1.24M - $1.36M
5.59K $1.33M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
3.27K
New
$320.55 - $412.94 $1.05M - $1.35M
3.27K $1.27M
MTZ
Mastec Inc

Industrials
10.1K
New
$97.3 - $126.14 $978K - $1.27M
10.1K $1.24M
DFS
Discover Financial Services

Financial Services
7.86K
New
$123.41 - $144.72 $969K - $1.14M
7.86K $1.1M
RGEN
Repligen Corp

Healthcare
7.38K
New
$119.79 - $167.35 $884K - $1.24M
7.38K $1.1M
MP
Mp Materials Corp.

Basic Materials
58.8K
New
$10.49 - $18.39 $617K - $1.08M
58.8K $1.04M
META
Meta Platforms, Inc.

Communication Services
329
+ 2.7%
$453.41 - $572.44 $149K - $188K
12.5K $7.18M
SCHC
Schwab Strategic Tr Intl Small

ETFs
24.9K
New
$34.48 - $38.87 $858K - $968K
24.9K $959K
HYDB
Ishares Tr Edge High Yield Def

ETFs
10.3K
+ 3.88%
$46.14 - $48.06 $474K - $494K
275K $13.2M
OTEX
Open Text Corp

Technology
27.2K
New
$28.49 - $33.63 $775K - $915K
27.2K $905K
DOCU
Docusign, Inc.

Technology
14.3K
New
$49.73 - $62.53 $709K - $892K
14.3K $885K
WBD
Warner Bros. Discovery, Inc.

Communication Services
106K
New
$6.71 - $8.78 $710K - $930K
106K $873K
Activity Summary
Buys All Purchases 221 New Holdings 190 Increased Positions 31 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 2 Puts 0
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