Ima Wealth, Inc. Incresed Positions in Q2 2025

Ima Wealth, Inc.

  • $914 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NUE
Nucor Corp

Basic Materials
75
+ 51.37%
$103.22 - $131.43 $7.74K - $9.86K
221 $28K
MS
Morgan Stanley

Financial Services
10
+ 2.58%
$99.83 - $140.86 $998 - $1.41K
398 $56K
GOOGL
Alphabet Inc.

Communication Services
40
+ 21.98%
$144.7 - $178.6 $5.79K - $7.14K
222 $39K
CAT
Caterpillar Inc

Industrials
2
+ 1.38%
$273.94 - $388.21 $548 - $776
147 $57K
GE
General Electric CO

Industrials
6
+ 4.29%
$166.81 - $257.39 $1K - $1.54K
146 $37K
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.81%
$218.97 - $332.17 $219 - $332
125 $41K
DAL
Delta Air Lines, Inc.

Industrials
10
+ 0.76%
$35.88 - $52.99 $359 - $530
1.33K $65K
ACWI
Ishares Msci Acwi ETF

ETFs
5
+ 0.85%
$103.59 - $128.6 $518 - $643
596 $76K
SLV
I Shares Silver Trust

ETFs
101
+ 3.74%
$27.08 - $33.74 $2.74K - $3.41K
2.8K $91K
ABT
Abbott Laboratories

Healthcare
13
+ 0.72%
$123.95 - $138.08 $1.61K - $1.8K
1.82K $247K
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 1.19%
$452.51 - $568.19 $453 - $568
85 $46K
BX
Blackstone Inc.

Financial Services
6
+ 1.07%
$120.07 - $151.11 $720 - $907
566 $84K
LLY
Eli Lilly & CO

Healthcare
12
+ 17.91%
$713.71 - $898.95 $8.56K - $10.8K
79 $61K
DIS
Walt Disney CO

Communication Services
12
+ 8.16%
$81.72 - $124.01 $981 - $1.49K
159 $19K
ECL
Ecolab Inc.

Basic Materials
4
+ 1.79%
$225.65 - $270.95 $903 - $1.08K
228 $61K
ACN
Accenture PLC

Technology
22
+ 10.19%
$279.23 - $323.21 $6.14K - $7.11K
238 $71K
ICE
Intercontinental Exchange, Inc.

Financial Services
4
+ 1.6%
$151.62 - $183.47 $606 - $734
254 $46K
SYK
Stryker Corp

Healthcare
1
+ 0.81%
$337.37 - $395.63 $337 - $396
125 $49K
WM
Waste Management Inc

Industrials
16
+ 3.92%
$216.47 - $242.1 $3.46K - $3.87K
424 $97K
HON
Honeywell International Inc

Industrials
5
+ 5.49%
$182.86 - $232.88 $914 - $1.16K
96 $22K
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.68%
$335.24 - $380.78 $2.68K - $3.05K
1.19K $434K
RMD
Resmed Inc

Healthcare
1
+ 1.11%
$204.54 - $258.0 $205 - $258
91 $23K
BA
Boeing CO

Industrials
4
+ 11.43%
$136.59 - $217.51 $546 - $870
39 $8K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
23
+ 1.63%
$44.39 - $49.11 $1.02K - $1.13K
1.43K $68K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4
+ 1.14%
$45.98 - $56.15 $184 - $225
354 $19K
T
At&T Inc.

Communication Services
60
+ 5.93%
$26.33 - $28.94 $1.58K - $1.74K
1.07K $30K
TSN
Tyson Foods, Inc.

Consumer Defensive
64
+ 32.0%
$54.33 - $63.56 $3.48K - $4.07K
264 $14K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
6
+ 2.32%
$33.19 - $40.78 $199 - $245
265 $10K
HOLX
Hologic Inc

Healthcare
2
+ 0.53%
$52.73 - $65.22 $105 - $130
376 $24K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.32%
$233.83 - $276.34 $234 - $276
309 $82K
MMM
3 M CO

Industrials
4
+ 8.0%
$126.09 - $154.15 $504 - $617
54 $8K
WELL
Welltower Inc.

Real Estate
4
+ 3.88%
$136.49 - $155.22 $546 - $621
107 $16K
AMT
American Tower Corp

Real Estate
3
+ 3.33%
$203.96 - $228.19 $612 - $685
93 $20K
PYPL
Pay Pal Holdings, Inc.

Financial Services
8
+ 36.36%
$57.41 - $74.81 $459 - $598
30 $2K
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 7.26%
$285.55 - $321.23 $3.71K - $4.18K
192 $56K
NEE
Nextera Energy Inc

Utilities
12
+ 2.4%
$64.11 - $75.0 $769 - $900
512 $35K
Fidelity Enhanced International ETF
4
+ 1.08%
N/A
374 $0
Astera Labs Inc
2.23K
+ 38.38%
N/A
8.04K $0
Labcorp Holdings Inc
1
+ 2.33%
N/A
44 $0
CMCSA
Comcast Corp

Communication Services
7
+ 3.5%
$32.84 - $36.72 $230 - $257
207 $7K
VGSH
Vanguard

ETFs
10
+ 1.04%
$58.32 - $58.95 $583 - $590
967 $56K
Invesco Bullet Shares 2031 Hy Corp Bd ETF
110
+ 1.1%
N/A
10.1K $0
VZ
Verizon Communications Inc

Communication Services
27
+ 5.13%
$41.67 - $45.62 $1.13K - $1.23K
553 $23K
Veralto Corp
2
+ 0.03%
N/A
7.59K $0
GILD
Gilead Sciences, Inc.

Healthcare
9
+ 2.58%
$96.91 - $113.0 $872 - $1.02K
358 $39K
PFE
Pfizer Inc

Healthcare
28
+ 4.11%
$21.59 - $24.84 $605 - $696
710 $17K
CB
Chubb LTD

Financial Services
3
+ 2.94%
$274.32 - $302.46 $823 - $907
105 $30K
Ge Vernova Inc
3
+ 3.41%
N/A
91 $0
UNP
Union Pacific Corp

Industrials
2
+ 1.11%
$208.27 - $238.46 $417 - $477
182 $41K
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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