Ima Wealth, Inc. Purchases in Q3 2024

Ima Wealth, Inc.

  • $458 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
8.7K
New
$72.51 - $98.6 $631K - $858K
8.7K $848K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.08K
New
$114.73 - $120.23 $813K - $852K
7.08K $847K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
37.8K
New
$21.49 - $22.22 $812K - $839K
37.8K $836K
AMZN
Amazon Com Inc

Consumer Cyclical
4.78K
+ 15.27%
$161.02 - $200.0 $769K - $955K
36.1K $6.72M
MELI
Mercadolibre Inc

Consumer Cyclical
80
+ 6.4%
$1591.44 - $2140.1 $127K - $171K
1.33K $2.73M
KO
Coca Cola CO

Consumer Defensive
8.65K
New
$62.69 - $73.01 $542K - $631K
8.65K $621K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.13K
New
$475.2 - $527.7 $539K - $598K
1.13K $598K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.32K
New
$73.43 - $80.37 $537K - $588K
7.32K $588K
AVUV
American Centy ETF Tr Avantis

ETFs
3.94K
+ 12.54%
$88.24 - $99.7 $347K - $393K
35.3K $3.39M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.32K
New
$113.41 - $125.62 $490K - $542K
4.32K $542K
CARR
Carrier Global Corp

Industrials
675
+ 2.63%
$61.9 - $80.88 $41.8K - $54.6K
26.3K $2.12M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.03K
New
$57.32 - $62.65 $460K - $503K
8.03K $500K
HD
Home Depot, Inc.

Consumer Cyclical
1.18K
New
$333.64 - $405.2 $393K - $477K
1.18K $477K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.51K
+ 1.39%
$19.2 - $19.82 $163K - $169K
619K $12.2M
AVEM
American Centy ETF Tr Avantis

ETFs
5.46K
+ 20.31%
$57.2 - $65.59 $312K - $358K
32.3K $2.09M
XPO
Xpo Logistics, Inc.

Industrials
3.91K
New
$101.15 - $125.11 $396K - $489K
3.91K $420K
ILMN
Illumina, Inc.

Healthcare
3.22K
New
$105.28 - $135.9 $339K - $437K
3.22K $419K
JPM
Jpmorgan Chase & CO

Financial Services
719
+ 3.15%
$194.9 - $224.8 $140K - $162K
23.5K $4.96M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
473
+ 0.09%
$19.92 - $20.67 $9.42K - $9.78K
547K $11.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
910
New
$332.02 - $382.76 $302K - $348K
910 $341K
SWBI
Smith & Wesson Brands, Inc.

Industrials
25K
New
$12.24 - $16.69 $306K - $417K
25K $324K
DY
Dycom Industries Inc

Industrials
1.57K
New
$165.44 - $197.22 $259K - $309K
1.57K $308K
ABBV
Abb Vie Inc.

Healthcare
89
+ 0.85%
$163.84 - $199.33 $14.6K - $17.7K
10.6K $2.09M
AMD
Advanced Micro Devices Inc

Technology
1.6K
+ 13.27%
$128.67 - $183.96 $206K - $295K
13.7K $2.24M
ZTS
Zoetis Inc.

Healthcare
8
+ 0.07%
$172.58 - $196.48 $1.38K - $1.57K
12.2K $2.39M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
11.5K
New
$23.08 - $23.52 $266K - $271K
11.5K $270K
IRTC
I Rhythm Technologies, Inc.

Healthcare
3.23K
New
$64.64 - $106.45 $209K - $344K
3.23K $239K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
10.8K
New
$21.0 - $22.04 $227K - $238K
10.8K $235K
AVGO
Broadcom Inc.

Technology
1.3K
New
$136.27 - $1745.86 $176K - $2.26M
1.3K $223K
ABT
Abbott Laboratories

Healthcare
1.8K
New
$100.07 - $118.13 $181K - $213K
1.8K $205K
LECO
Lincoln Electric Holdings Inc

Industrials
1.03K
New
$173.3 - $211.48 $178K - $217K
1.03K $196K
G
Genpact LTD

Technology
4.61K
New
$30.96 - $39.45 $143K - $182K
4.61K $180K
CHSCL
Chs Inc

Consumer Defensive
6.9K
New
$25.6 - $26.2 $177K - $181K
6.9K $178K
AXP
American Express CO

Financial Services
644
New
$225.92 - $271.17 $145K - $175K
644 $174K
APD
Air Products & Chemicals, Inc.

Basic Materials
560
New
$247.34 - $300.11 $139K - $168K
560 $166K
V
Visa Inc.

Financial Services
26
+ 0.22%
$253.74 - $291.56 $6.6K - $7.58K
12K $3.29M
CNC
Centene Corp

Healthcare
1.94K
New
$64.89 - $80.23 $126K - $156K
1.94K $146K
TGT
Target Corp

Consumer Defensive
176
+ 1.21%
$133.47 - $159.25 $23.5K - $28K
14.8K $2.3M
GLD
Spdr Gold Trust

ETFs
576
New
$215.56 - $246.98 $124K - $142K
576 $140K
DXC
Dxc Technology CO

Technology
576
+ 0.75%
$17.93 - $21.46 $10.3K - $12.4K
77.1K $1.6M
SJM
J M Smucker CO

Consumer Defensive
1.1K
New
$109.12 - $122.4 $120K - $135K
1.1K $133K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.6K
New
$49.93 - $51.15 $130K - $133K
2.6K $132K
EXPE
Expedia Group, Inc.

Consumer Cyclical
874
New
$112.12 - $149.09 $98K - $130K
874 $129K
BSJR
Invesco Indx Tr

ETFs
317
+ 0.17%
$22.08 - $22.75 $7K - $7.21K
187K $4.23M
ADM
Archer Daniels Midland CO

Consumer Defensive
2.05K
New
$57.96 - $65.72 $119K - $134K
2.05K $122K
DE
Deere & CO

Industrials
276
New
$344.84 - $418.0 $95.2K - $115K
276 $115K
CL
Colgate Palmolive CO

Consumer Defensive
1.11K
New
$95.54 - $108.77 $106K - $121K
1.11K $115K
UBER
Uber Technologies, Inc

Technology
1.5K
New
$58.48 - $77.47 $87.9K - $116K
1.5K $112K
CAH
Cardinal Health Inc

Healthcare
946
New
$93.74 - $114.66 $88.7K - $108K
946 $104K
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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