Ima Wealth, Inc. Incresed Positions in Q2 2025

Ima Wealth, Inc.

  • $914 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FAST
Fastenal CO

Industrials
72.6K
+ 93.56%
$40.65 - $83.16 $2.95M - $6.04M
150K $6.31M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
13
+ 0.49%
$328.01 - $475.68 $4.26K - $6.18K
2.68K $1.25M
V
Visa Inc.

Financial Services
608
+ 5.43%
$308.27 - $373.31 $187K - $227K
11.8K $4.19M
LHX
L3 Harris Technologies, Inc.

Industrials
163
+ 3.09%
$200.21 - $256.99 $32.6K - $41.9K
5.43K $1.36M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
523
+ 1.88%
$73.02 - $90.22 $38.2K - $47.2K
28.4K $2.53M
BAC
Bank Of America Corp

Financial Services
18
+ 0.05%
$34.39 - $47.46 $619 - $854
38.4K $1.82M
VT
Vanguard Total World Stk Index

ETFs
861
+ 10.5%
$103.16 - $128.52 $88.8K - $111K
9.06K $1.16M
SPYG
Spdr Portfolio

ETFs
1.35K
+ 24.12%
$71.83 - $95.32 $96.8K - $128K
6.93K $660K
AOA
Ishares Tr Core Aggressive All

ETFs
1.67K
+ 17.86%
$69.46 - $83.4 $116K - $139K
11K $917K
OTEX
Open Text Corp

Technology
2.7K
+ 9.12%
$23.04 - $29.2 $62.3K - $78.9K
32.3K $944K
GNRC
Generac Holdings Inc.

Industrials
499
+ 7.25%
$101.92 - $143.21 $50.9K - $71.5K
7.38K $1.06M
VEA
Vanguard Ftse Developed Market

ETFs
499
+ 2.03%
$45.65 - $57.01 $22.8K - $28.4K
25K $1.43M
AVUV
American Centy ETF Tr Avantis

ETFs
487
+ 1.43%
$75.17 - $91.21 $36.6K - $44.4K
34.6K $3.15M
VSAT
Viasat Inc

Technology
3.14K
+ 11.1%
$7.7 - $14.6 $24.2K - $45.8K
31.4K $458K
KMI
Kinder Morgan, Inc.

Energy
1.37K
+ 1.02%
$25.21 - $29.4 $34.6K - $40.3K
136K $3.99M
CRM
Salesforce, Inc.

Technology
432
+ 7.32%
$236.26 - $291.15 $102K - $126K
6.34K $1.73M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
2.09K
+ 26.57%
N/A
9.96K $644K
BSX
Boston Scientific Corp

Healthcare
47
+ 0.24%
$89.7 - $107.41 $4.22K - $5.05K
19.9K $2.14M
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.77K
+ 1.17%
$16.93 - $17.81 $63.7K - $67.1K
325K $5.79M
VLO
Valero Energy Corp

Energy
486
+ 1.95%
$104.69 - $141.77 $50.9K - $68.9K
25.5K $3.42M
DOCU
Docusign, Inc.

Technology
2.14K
+ 17.18%
$70.35 - $93.84 $151K - $201K
14.6K $1.14M
WBD
Warner Bros. Discovery, Inc.

Communication Services
4.5K
+ 4.74%
$7.69 - $11.46 $34.6K - $51.5K
99.3K $1.14M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
318
+ 0.5%
$16.16 - $19.79 $5.14K - $6.29K
64.5K $1.28M
IFRA
Ishares Tr

ETFs
101
+ 0.38%
$40.97 - $49.19 $4.14K - $4.97K
26.6K $1.31M
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.86K
+ 19.78%
$41.55 - $46.04 $77.2K - $85.5K
11.2K $517K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
200
+ 1.43%
$49.48 - $61.22 $9.9K - $12.2K
14.2K $865K
TJX
Tjx Companies Inc

Consumer Cyclical
378
+ 1.77%
$119.13 - $135.03 $45K - $51K
21.7K $2.68M
NET
Cloudflare, Inc.

Technology
3
+ 0.3%
$97.08 - $195.83 $291 - $587
999 $195K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
34
+ 0.26%
$40.79 - $50.93 $1.39K - $1.73K
13.3K $677K
ILMN
Illumina, Inc.

Healthcare
167
+ 6.22%
$70.3 - $95.41 $11.7K - $15.9K
2.85K $272K
ORCL
Oracle Corp

Technology
10
+ 1.37%
$122.82 - $218.63 $1.23K - $2.19K
740 $161K
MA
Mastercard Inc

Financial Services
55
+ 3.16%
$479.92 - $590.74 $26.4K - $32.5K
1.8K $1.01M
IRM
Iron Mountain Inc

Real Estate
3
+ 0.1%
$76.93 - $105.25 $231 - $316
2.96K $303K
AZTA
Azenta, Inc.

Healthcare
4.83K
+ 17.71%
$25.03 - $35.41 $121K - $171K
32.1K $987K
FDX
Fedex Corp

Industrials
310
+ 16.06%
$198.07 - $245.17 $61.4K - $76K
2.24K $509K
VB
Vanguard Small Cap ETF

ETFs
78
+ 8.13%
$193.73 - $237.37 $15.1K - $18.5K
1.04K $245K
AXP
American Express CO

Financial Services
4
+ 0.62%
$231.39 - $318.98 $926 - $1.28K
648 $206K
NFLX
Netflix Inc

Communication Services
3
+ 4.41%
$855.86 - $1339.13 $2.57K - $4.02K
71 $95K
UBER
Uber Technologies, Inc

Technology
11
+ 0.73%
$64.62 - $93.3 $711 - $1.03K
1.51K $141K
MPC
Marathon Petroleum Corp

Energy
125
+ 86.81%
$118.55 - $170.08 $14.8K - $21.3K
269 $44K
AOK
Ishares Tr Core Conservative A

ETFs
291
+ 4.2%
$36.09 - $39.07 $10.5K - $11.4K
7.21K $281K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
241
+ 0.75%
$20.93 - $22.05 $5.04K - $5.31K
32.5K $716K
VTRS
Viatris Inc

Healthcare
1.69K
+ 17.32%
$7.26 - $9.12 $12.3K - $15.4K
11.4K $102K
RGEN
Repligen Corp

Healthcare
296
+ 4.06%
$108.89 - $145.23 $32.2K - $43K
7.59K $944K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 1.16%
$908.13 - $1056.85 $2.72K - $3.17K
262 $259K
SCHW
Schwab Charles Corp

Financial Services
8
+ 0.7%
$69.06 - $91.24 $552 - $730
1.16K $105K
DE
Deere & CO

Industrials
2
+ 0.57%
$412.99 - $531.48 $826 - $1.06K
350 $177K
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.13%
$276.76 - $326.81 $1.38K - $1.63K
3.76K $1.16M
VO
Vanguard Mid Cap ETF

ETFs
39
+ 79.59%
$228.54 - $279.83 $8.91K - $10.9K
88 $24K
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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