Ima Wealth, Inc. Purchases in Q1 2025

Ima Wealth, Inc.

  • $841 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EAOR
Ishares Esg Aware Growth Alloc

Technology
1.16K
+ 6.42%
$31.02 - $32.41 $36.1K - $37.7K
19.3K $604K
NEE
Nextera Energy Inc

Utilities
500
New
$66.96 - $76.16 $33.5K - $38.1K
500 $35K
HES
Hess Corp

Energy
224
New
$135.42 - $160.52 $30.3K - $36K
224 $35K
CRS
Carpenter Technology Corp

Industrials
196
New
$172.39 - $212.53 $33.8K - $41.7K
196 $35K
TPL
Texas Pacific Land Corp

Energy
27
New
$1180.08 - $1431.01 $31.9K - $38.6K
27 $35K
AEP
American Electric Power CO Inc

Utilities
318
New
$90.32 - $109.27 $28.7K - $34.7K
318 $34K
TMO
Thermo Fisher Scientific Inc.

Healthcare
70
New
$497.6 - $606.74 $34.8K - $42.5K
70 $34K
IJK
Ishares S&P Midcap 400 Growth

ETFs
408
New
$81.62 - $96.63 $33.3K - $39.4K
408 $33K
DVY
Ishares Tr

ETFs
250
New
$128.58 - $138.1 $32.1K - $34.5K
250 $33K
ROK
Rockwell Automation, Inc

Industrials
124
New
$255.29 - $303.75 $31.7K - $37.7K
124 $32K
BKH
Black Hills Corp

Utilities
500
New
$55.74 - $61.86 $27.9K - $30.9K
500 $30K
CB
Chubb LTD

Financial Services
102
New
$257.71 - $301.99 $26.3K - $30.8K
102 $30K
GE
General Electric CO

Industrials
140
New
$168.59 - $212.13 $23.6K - $29.7K
140 $28K
GOOGL
Alphabet Inc.

Communication Services
182
New
$154.33 - $206.19 $28.1K - $37.5K
182 $28K
XLRE
Select Sector Spdr Tr Real Est

ETFs
670
New
$39.18 - $43.52 $26.3K - $29.2K
670 $28K
T
At&T Inc.

Communication Services
1.01K
New
$21.56 - $28.28 $21.8K - $28.6K
1.01K $28K
CBSH
Commerce Bancshares Inc

Financial Services
459
New
$58.85 - $68.59 $27K - $31.5K
459 $28K
FDVV
Fidelity High Dividend ETF

ETFs
560
New
$48.86 - $52.28 $27.4K - $29.3K
560 $27K
NOC
Northrop Grumman Corp

Industrials
53
New
$433.45 - $513.82 $23K - $27.2K
53 $27K
ETN
Eaton Corp PLC

Industrials
92
New
$271.83 - $371.23 $25K - $34.2K
92 $25K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
380
New
$68.07 - $78.99 $25.9K - $30K
380 $25K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
155
New
$161.27 - $192.3 $25K - $29.8K
155 $24K
HOLX
Hologic Inc

Healthcare
374
New
$60.7 - $73.77 $22.7K - $27.6K
374 $23K
VZ
Verizon Communications Inc

Communication Services
526
New
$37.81 - $46.49 $19.9K - $24.5K
526 $23K
FDIS
Fidelity Covington Tr Msci Con

ETFs
261
New
$82.77 - $101.84 $21.6K - $26.6K
261 $22K
HSY
Hershey CO

Consumer Defensive
125
New
$144.74 - $186.36 $18.1K - $23.3K
125 $21K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
109
New
$192.82 - $222.1 $21K - $24.2K
109 $21K
RMD
Resmed Inc

Healthcare
90
New
$219.7 - $257.65 $19.8K - $23.2K
90 $20K
MPC
Marathon Petroleum Corp

Energy
144
New
$134.72 - $159.03 $19.4K - $22.9K
144 $20K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
157
New
$126.11 - $135.06 $19.8K - $21.2K
157 $20K
PHO
Invesco Exchange Traded Fd Tr

ETFs
325
New
$63.77 - $68.75 $20.7K - $22.3K
325 $20K
HON
Honeywell International Inc

Industrials
91
New
$202.75 - $226.52 $18.5K - $20.6K
91 $19K
L
Loews Corp

Financial Services
212
New
$81.13 - $91.91 $17.2K - $19.5K
212 $19K
AMT
American Tower Corp

Real Estate
90
New
$173.46 - $217.6 $15.6K - $19.6K
90 $19K
EQIX
Equinix Inc

Real Estate
23
New
$803.0 - $959.97 $18.5K - $22.1K
23 $18K
CCB
Coastal Financial Corp

Financial Services
207
New
$79.67 - $100.71 $16.5K - $20.8K
207 $18K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
1.94K
New
$7.89 - $12.48 $15.3K - $24.2K
1.94K $17K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
350
New
$47.79 - $59.89 $16.7K - $21K
350 $17K
NUE
Nucor Corp

Basic Materials
146
New
$114.48 - $142.52 $16.7K - $20.8K
146 $17K
PFE
Pfizer Inc

Healthcare
682
New
$25.01 - $27.13 $17.1K - $18.5K
682 $17K
POOL
Pool Corp

Industrials
49
New
$314.92 - $364.31 $15.4K - $17.9K
49 $15K
WELL
Welltower Inc.

Real Estate
103
New
$124.05 - $156.86 $12.8K - $16.2K
103 $15K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
334
New
$42.5 - $46.71 $14.2K - $15.6K
334 $15K
DIS
Walt Disney CO

Communication Services
147
New
$96.87 - $114.0 $14.2K - $16.8K
147 $14K
SNX
Td Synnex Corp

Technology
136
New
$103.96 - $144.69 $14.1K - $19.7K
136 $14K
PPA
Invesco Exchange Traded Fd Tr

ETFs
125
New
$113.59 - $123.29 $14.2K - $15.4K
125 $14K
STZ
Constellation Brands, Inc.

Consumer Defensive
74
New
$161.05 - $222.93 $11.9K - $16.5K
74 $13K
RDVY
First Trust Rising Dividend Ac

ETFs
224
New
$57.22 - $63.39 $12.8K - $14.2K
224 $13K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
171
New
$76.77 - $82.22 $13.1K - $14.1K
171 $13K
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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