Ima Wealth, Inc. Purchases in Q1 2025

Ima Wealth, Inc.

  • $841 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTRS
Viatris Inc

Healthcare
9.76K
New
$8.68 - $12.42 $84.7K - $121K
9.76K $85K
IVE
Ishares S&P 500 Value ETF

ETFs
438
New
$185.78 - $198.58 $81.4K - $87K
438 $83K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.2K
+ 4.64%
$33.57 - $37.22 $40.4K - $44.8K
27.1K $973K
SLV
I Shares Silver Trust

ETFs
2.7K
New
$26.93 - $31.32 $72.7K - $84.6K
2.7K $83K
SJM
J M Smucker CO

Consumer Defensive
706
New
$100.41 - $118.41 $70.9K - $83.6K
706 $83K
PEP
Pepsico Inc

Consumer Defensive
547
New
$142.64 - $156.42 $78K - $85.6K
547 $82K
TRV
Travelers Companies, Inc.

Financial Services
308
New
$232.43 - $265.13 $71.6K - $81.7K
308 $81K
TFC
Truist Financial Corp

Financial Services
1.96K
New
$39.48 - $48.15 $77.4K - $94.4K
1.96K $80K
CPRT
Copart Inc

Consumer Cyclical
1.43K
New
$52.3 - $59.83 $74.8K - $85.6K
1.43K $80K
XLP
Consumer Staples Sector Spdr

ETFs
1.06K
New
N/A
1.06K $80K
VEA
Vanguard Ftse Developed Market

ETFs
2
+ 0.01%
$47.4 - $52.99 $94.8 - $106
24.5K $1.25M
NVS
Novartis Ag

Healthcare
640
New
$97.14 - $115.57 $62.2K - $74K
640 $71K
ACWI
Ishares Msci Acwi ETF

ETFs
591
New
$115.16 - $124.13 $68.1K - $73.4K
591 $68K
EVRG
Evergy, Inc.

Utilities
1K
New
$59.9 - $69.52 $59.9K - $69.5K
1K $68K
GLD
Spdr Gold Trust

ETFs
49
+ 4.13%
$243.19 - $288.14 $11.9K - $14.1K
1.24K $355K
ACN
Accenture PLC

Technology
216
New
$300.91 - $398.25 $65K - $86K
216 $67K
AZN
Astrazeneca PLC

Healthcare
912
New
$65.37 - $77.96 $59.6K - $71.1K
912 $67K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
1.41K
New
$46.06 - $46.94 $64.9K - $66.2K
1.41K $65K
NFLX
Netflix Inc

Communication Services
68
New
$828.4 - $1058.6 $56.3K - $72K
68 $63K
CHKP
Check Point Software Technologies LTD

Technology
274
New
$179.88 - $231.31 $49.3K - $63.4K
274 $62K
TXN
Texas Instruments Inc

Technology
314
New
N/A
314 $61K
CLX
Clorox CO

Consumer Defensive
397
New
$141.76 - $162.89 $56.3K - $64.7K
397 $58K
OKE
Oneok Inc

Energy
579
New
$89.57 - $109.85 $51.9K - $63.6K
579 $57K
DAL
Delta Air Lines, Inc.

Industrials
1.32K
New
$43.6 - $69.06 $57.5K - $91.1K
1.32K $57K
ECL
Ecolab Inc.

Basic Materials
224
New
$229.72 - $269.82 $51.5K - $60.4K
224 $56K
VGSH
Vanguard

ETFs
957
New
$58.07 - $58.69 $55.6K - $56.2K
957 $56K
SHW
Sherwin Williams CO

Basic Materials
161
New
$330.16 - $365.55 $53.2K - $58.9K
161 $56K
MCD
Mcdonalds Corp

Consumer Cyclical
179
New
$279.74 - $321.29 $50.1K - $57.5K
179 $55K
LLY
Eli Lilly & CO

Healthcare
67
New
$725.72 - $929.72 $48.6K - $62.3K
67 $55K
OGE
Oge Energy Corp.

Utilities
1.2K
New
$39.76 - $46.32 $47.7K - $55.6K
1.2K $55K
UPS
United Parcel Service Inc

Industrials
497
New
$109.66 - $136.26 $54.5K - $67.7K
497 $54K
VT
Vanguard Total World Stk Index

ETFs
561
+ 7.34%
$115.08 - $123.97 $64.6K - $69.5K
8.2K $951K
PSA
Public Storage

Real Estate
178
New
$288.99 - $313.98 $51.4K - $55.9K
178 $53K
HELE
Helen Of Troy LTD

Consumer Defensive
963
New
$50.39 - $66.75 $48.5K - $64.3K
963 $51K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
830
New
$43.79 - $57.46 $36.3K - $47.7K
830 $47K
CAT
Caterpillar Inc

Industrials
145
New
$326.75 - $407.63 $47.4K - $59.1K
145 $47K
WDAY
Workday, Inc.

Technology
200
New
$233.53 - $277.82 $46.7K - $55.6K
200 $46K
SYK
Stryker Corp

Healthcare
124
New
$355.18 - $399.9 $44K - $49.6K
124 $46K
MS
Morgan Stanley

Financial Services
388
New
$111.68 - $141.08 $43.3K - $54.7K
388 $45K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
961
New
$34.58 - $45.97 $33.2K - $44.2K
961 $44K
ICE
Intercontinental Exchange, Inc.

Financial Services
250
New
$142.8 - $176.36 $35.7K - $44.1K
250 $43K
UNP
Union Pacific Corp

Industrials
180
New
$225.21 - $254.42 $40.5K - $45.8K
180 $42K
MLM
Martin Marietta Materials Inc

Basic Materials
84
New
$460.39 - $552.64 $38.7K - $46.4K
84 $40K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
338
New
$117.4 - $131.02 $39.7K - $44.3K
338 $40K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
172
+ 2.43%
$114.57 - $118.14 $19.7K - $20.3K
7.26K $857K
GILD
Gilead Sciences, Inc.

Healthcare
349
New
$89.14 - $117.41 $31.1K - $41K
349 $39K
CROX
Crocs, Inc.

Consumer Cyclical
374
New
$88.83 - $112.59 $33.2K - $42.1K
374 $39K
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.5K
New
$23.24 - $26.16 $34.9K - $39.3K
1.5K $38K
COP
Conocophillips

Energy
351
New
$88.6 - $105.85 $31.1K - $37.2K
351 $36K
Activity Summary
Buys All Purchases 216 New Holdings 179 Increased Positions 37 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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