Ima Wealth, Inc. Incresed Positions in Q3 2025

Ima Wealth, Inc.

  • $989 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
89
+ 39.91%
$350.91 - $375.27 $31.2K - $33.4K
312 $111K
LLY
Eli Lilly & CO

Healthcare
41
+ 51.9%
$625.65 - $812.69 $25.7K - $33.3K
120 $91K
PSA
Public Storage

Real Estate
92
+ 51.4%
$271.94 - $298.09 $25K - $27.4K
271 $78K
T
At&T Inc.

Communication Services
900
+ 84.03%
$26.94 - $29.62 $24.2K - $26.7K
1.97K $55K
MPC
Marathon Petroleum Corp

Energy
89
+ 33.09%
$158.59 - $198.69 $14.1K - $17.7K
358 $69K
FDX
Fedex Corp

Industrials
22
+ 0.98%
$217.1 - $243.2 $4.78K - $5.35K
2.26K $533K
DAL
Delta Air Lines, Inc.

Industrials
241
+ 18.13%
$49.0 - $61.97 $11.8K - $14.9K
1.57K $89K
TMO
Thermo Fisher Scientific Inc.

Healthcare
29
+ 41.43%
$404.94 - $499.99 $11.7K - $14.5K
99 $48K
OTIS
Otis Worldwide Corp

Industrials
933
+ 10.89%
$84.93 - $101.07 $79.2K - $94.3K
9.5K $868K
VTRS
Viatris Inc

Healthcare
766
+ 6.69%
$8.74 - $10.69 $6.69K - $8.19K
12.2K $120K
CLX
Clorox CO

Consumer Defensive
130
+ 32.75%
$117.67 - $131.43 $15.3K - $17.1K
527 $64K
TPL
Texas Pacific Land Corp

Energy
21
+ 77.78%
$854.83 - $1075.97 $18K - $22.6K
48 $44K
CROX
Crocs, Inc.

Consumer Cyclical
272
+ 72.73%
$74.39 - $108.79 $20.2K - $29.6K
646 $53K
GILD
Gilead Sciences, Inc.

Healthcare
144
+ 40.22%
$108.22 - $120.47 $15.6K - $17.3K
502 $55K
SHW
Sherwin Williams CO

Basic Materials
41
+ 25.31%
$330.88 - $375.23 $13.6K - $15.4K
203 $70K
RMD
Resmed Inc

Healthcare
48
+ 52.75%
$252.01 - $293.73 $12.1K - $14.1K
139 $38K
BMY
Bristol Myers Squibb CO

Healthcare
350
+ 22.73%
$43.31 - $48.98 $15.2K - $17.1K
1.89K $85K
BLDR
Builders First Source, Inc.

Industrials
103
+ 40.87%
$116.91 - $149.21 $12K - $15.4K
355 $43K
CAT
Caterpillar Inc

Industrials
1
+ 0.68%
$390.92 - $477.15 $391 - $477
148 $70K
AMT
American Tower Corp

Real Estate
82
+ 88.17%
$192.32 - $232.35 $15.8K - $19.1K
175 $33K
SNX
Td Synnex Corp

Technology
49
+ 36.03%
$135.82 - $166.01 $6.66K - $8.13K
185 $30K
NFLX
Netflix Inc

Communication Services
17
+ 23.94%
$1147.87 - $1297.18 $19.5K - $22.1K
88 $105K
WM
Waste Management Inc

Industrials
65
+ 15.33%
$213.88 - $237.1 $13.9K - $15.4K
489 $107K
G
Genpact LTD

Technology
388
+ 8.41%
$41.06 - $46.13 $15.9K - $17.9K
5K $209K
UPS
United Parcel Service Inc

Industrials
172
+ 34.61%
$82.58 - $105.54 $14.2K - $18.2K
669 $55K
EQIX
Equinix Inc

Real Estate
28
+ 2.11%
$756.7 - $811.13 $21.2K - $22.7K
1.36K $1.06M
PEP
Pepsico Inc

Consumer Defensive
3
+ 0.55%
$133.81 - $152.16 $401 - $456
550 $77K
ACN
Accenture PLC

Technology
64
+ 26.89%
$232.56 - $304.78 $14.9K - $19.5K
302 $74K
VZ
Verizon Communications Inc

Communication Services
3
+ 0.54%
$40.84 - $45.06 $123 - $135
556 $24K
VGSH
Vanguard

ETFs
10
+ 1.03%
$58.43 - $58.88 $584 - $589
977 $57K
PFE
Pfizer Inc

Healthcare
5
+ 0.7%
$23.29 - $25.88 $116 - $129
715 $18K
SNA
Snap On Inc

Industrials
1
+ 50.0%
$313.01 - $346.53 $313 - $347
3 $1K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
22
+ 1.54%
$46.88 - $47.56 $1.03K - $1.05K
1.46K $69K
AMGN
Amgen Inc

Healthcare
1
+ 50.0%
$271.18 - $309.22 $271 - $309
3 $0
CME
Cme Group Inc.

Financial Services
1
+ 50.0%
$258.83 - $287.1 $259 - $287
3 $0
Fidelity Enhanced International ETF
2
+ 0.53%
N/A
376 $0
SQ
Block, Inc.

Technology
1
+ 33.33%
N/A
4 $0
CRH.L
Crh PLC

Basic Materials
5
+ 83.33%
N/A
11 $0
GM
General Motors CO

Consumer Cyclical
1
+ 12.5%
$48.89 - $61.24 $48.9 - $61.2
9 $0
PYPL
Pay Pal Holdings, Inc.

Financial Services
2
+ 6.67%
$65.64 - $78.22 $131 - $156
32 $2K
PHM
Pultegroup Inc

Consumer Cyclical
1
+ 33.33%
$108.0 - $141.42 $108 - $141
4 $0
EOG
Eog Resources Inc

Energy
1
+ 100.0%
$112.12 - $126.1 $112 - $126
2 $0
ILMN
Illumina, Inc.

Healthcare
16
+ 0.56%
$91.69 - $109.88 $1.47K - $1.76K
2.87K $272K
Jacobs Solutions Inc
1
+ 33.33%
N/A
4 $0
DVN
Devon Energy Corp

Energy
2
+ 33.33%
$31.75 - $36.99 $63.5 - $74
8 $0
JCI
Johnson Controls International PLC

Industrials
2
+ 15.38%
$103.24 - $111.73 $206 - $223
15 $1K
CBRE
Cbre Group, Inc.

Real Estate
2
+ 200.0%
$137.04 - $165.9 $274 - $332
3 $0
Lam Research Corp
1
+ 50.0%
N/A
3 $0
TSN
Tyson Foods, Inc.

Consumer Defensive
5
+ 1.89%
$52.3 - $57.69 $262 - $288
269 $14K
Activity Summary
Buys All Purchases 135 New Holdings 24 Increased Positions 111 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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