Ima Wealth, Inc. Incresed Positions in Q2 2025

Ima Wealth, Inc.

  • $914 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VV
Vanguard Large Cap ETF

ETFs
14K
+ 6.7%
$228.25 - $285.3 $3.18M - $3.98M
222K $63.4M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
7.92K
+ 1.69%
$101.97 - $126.75 $807K - $1M
478K $60.5M
NVDA
Nvidia Corp

Technology
190
+ 0.27%
$94.31 - $157.99 $17.9K - $30K
71.4K $11.3M
MSFT
Microsoft Corp

Technology
239
+ 1.13%
$354.56 - $497.45 $84.7K - $119K
21.4K $10.7M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
24.6K
+ 2.97%
$19.1 - $23.83 $469K - $586K
852K $20.3M
META
Meta Platforms, Inc.

Communication Services
443
+ 3.49%
$484.66 - $738.09 $215K - $327K
13.1K $9.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
82
+ 0.3%
$496.48 - $617.85 $40.7K - $50.7K
27.1K $16.8M
BSCU
Invesco Exc Self Ind Tr

ETFs
65.6K
+ 5.26%
$16.31 - $16.78 $1.07M - $1.1M
1.31M $22M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
60.1K
+ 5.63%
$18.28 - $18.7 $1.1M - $1.12M
1.13M $21.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
688
+ 0.51%
$57.14 - $72.68 $39.3K - $50K
136K $9.91M
AMZN
Amazon Com Inc

Consumer Cyclical
875
+ 2.56%
$167.32 - $223.3 $146K - $195K
35K $7.69M
DDOG
Datadog, Inc.

Technology
412
+ 1.31%
$87.0 - $134.33 $35.8K - $55.3K
32K $4.3M
COF
Capital One Financial Corp

Financial Services
3.37K
+ 31.43%
$150.57 - $212.76 $507K - $716K
14.1K $3M
JPM
Jpmorgan Chase & CO

Financial Services
216
+ 0.97%
$210.28 - $289.91 $45.4K - $62.6K
22.5K $6.52M
AMAT
Applied Materials Inc

Technology
4.52K
+ 75.78%
$126.95 - $183.52 $574K - $830K
10.5K $1.92M
AMD
Advanced Micro Devices Inc

Technology
2.49K
+ 13.92%
$78.21 - $143.81 $195K - $358K
20.4K $2.89M
MELI
Mercadolibre Inc

Consumer Cyclical
35
+ 2.43%
$1794.73 - $2613.63 $62.8K - $91.5K
1.48K $3.86M
EQIX
Equinix Inc

Real Estate
1.31K
+ 5678.26%
$740.07 - $914.43 $967K - $1.19M
1.33K $1.06M
MU
Micron Technology Inc

Technology
1.8K
+ 8.04%
$64.72 - $127.91 $116K - $230K
24.2K $2.98M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.26K
+ 1.45%
$22.27 - $29.21 $72.6K - $95.2K
228K $6.66M
JCPB
J P Morgan Exchange Traded Fd

ETFs
21.4K
+ 4.5%
$45.9 - $47.2 $984K - $1.01M
498K $23.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.12K
+ 1.1%
$20.42 - $25.3 $105K - $130K
471K $11.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.05K
+ 0.69%
$22.92 - $28.05 $69.9K - $85.5K
446K $12.5M
PSTG
Pure Storage, Inc.

Technology
2.5K
+ 4.97%
$37.18 - $57.58 $93K - $144K
52.8K $3.04M
VTI
Vanguard Total Stock Market Et

ETFs
898
+ 4.86%
$243.75 - $303.93 $219K - $273K
19.4K $5.89M
C
Citigroup Inc

Financial Services
1.94K
+ 4.68%
$58.13 - $85.12 $113K - $165K
43.3K $3.69M
ISRA
Vaneck ETF Tr Israel ETF

ETFs
386
+ 0.52%
$39.1 - $51.83 $15.1K - $20K
74.9K $3.88M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.96K
+ 4.45%
$72.02 - $73.82 $645K - $661K
210K $15.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.31K
+ 1.74%
$72.96 - $90.39 $95.8K - $119K
76.7K $6.86M
GOOG
Alphabet Inc.

Communication Services
485
+ 1.75%
$146.58 - $180.01 $71.1K - $87.3K
28.1K $4.99M
TSLA
Tesla, Inc.

Consumer Cyclical
131
+ 1.41%
$221.86 - $362.89 $29.1K - $47.5K
9.42K $2.99M
ALL
Allstate Corp

Financial Services
2.89K
+ 239.8%
$180.53 - $212.64 $522K - $615K
4.1K $824K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.97K
+ 19.96%
$91.43 - $91.74 $546K - $548K
35.9K $3.29M
OMF
One Main Holdings, Inc.

Financial Services
672
+ 1.22%
$40.42 - $57.0 $27.2K - $38.3K
55.5K $3.17M
UITB
Usaa ETF Tr Core Intermediate

ETFs
9.15K
+ 5.0%
$45.95 - $47.33 $420K - $433K
192K $9.04M
WMT
Walmart Inc.

Consumer Defensive
37
+ 0.09%
$81.79 - $99.98 $3.03K - $3.7K
42.4K $4.15M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.54K
+ 3.27%
$73.0 - $85.5 $113K - $132K
48.7K $4.09M
ASML
Asml Holding Nv

Technology
342
+ 34.37%
$595.37 - $815.24 $204K - $279K
1.34K $1.07M
HYDB
Ishares Tr Edge High Yield Def

ETFs
6.31K
+ 2.4%
$44.64 - $47.48 $282K - $300K
269K $12.8M
NKE
Nike, Inc.

Consumer Cyclical
2.94K
+ 12.21%
$53.27 - $72.04 $157K - $212K
27K $1.92M
XPO
Xpo Logistics, Inc.

Industrials
2.25K
+ 46.69%
$91.46 - $128.1 $206K - $288K
7.06K $891K
ADBE
Adobe Inc.

Technology
901
+ 19.7%
$340.0 - $420.68 $306K - $379K
5.47K $2.12M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
176
+ 3.71%
$456.74 - $568.03 $80.4K - $100K
4.93K $2.8M
ISRG
Intuitive Surgical Inc

Healthcare
164
+ 3.16%
$451.58 - $565.94 $74.1K - $92.8K
5.36K $2.91M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
9.5K
+ 3.1%
$20.29 - $21.52 $193K - $204K
316K $6.8M
PABU
Ishares Tr Ishares Paris Align

ETFs
69
+ 0.15%
$53.19 - $66.86 $3.67K - $4.61K
47.6K $3.18M
DKNG
Draft Kings Inc.

Consumer Cyclical
990
+ 3.33%
$31.67 - $42.89 $31.4K - $42.5K
30.7K $1.32M
QCOM
Qualcomm Inc

Technology
990
+ 3.56%
$124.66 - $159.48 $123K - $158K
28.8K $4.59M
CARR
Carrier Global Corp

Industrials
735
+ 2.84%
$55.55 - $75.83 $40.8K - $55.7K
26.6K $1.95M
Activity Summary
Buys All Purchases 407 New Holdings 231 Increased Positions 176 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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