Ima Wealth, Inc. Incresed Positions in Q2 2025

Ima Wealth, Inc.

  • $914 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NOC
Northrop Grumman Corp

Industrials
1
+ 1.89%
$456.3 - $540.39 $456 - $540
54 $26K
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.62%
$313.51 - $363.51 $314 - $364
162 $55K
AEP
American Electric Power CO Inc

Utilities
4
+ 1.26%
$98.59 - $109.11 $394 - $436
322 $33K
PSA
Public Storage

Real Estate
1
+ 0.56%
$266.31 - $309.77 $266 - $310
179 $52K
COP
Conocophillips

Energy
6
+ 1.71%
$82.66 - $106.1 $496 - $637
357 $32K
HES
Hess Corp

Energy
1
+ 0.45%
$126.32 - $161.29 $126 - $161
225 $31K
ITW
Illinois Tool Works Inc

Industrials
2
+ 0.03%
$218.41 - $252.43 $437 - $505
6.15K $1.52M
KO
Coca Cola CO

Consumer Defensive
48
+ 0.6%
$68.37 - $73.9 $3.28K - $3.55K
8.11K $573K
TGT
Target Corp

Consumer Defensive
760
+ 5.43%
$88.76 - $105.77 $67.5K - $80.4K
14.8K $1.46M
APD
Air Products & Chemicals, Inc.

Basic Materials
2
+ 0.36%
$248.61 - $294.96 $497 - $590
562 $158K
BMY
Bristol Myers Squibb CO

Healthcare
15
+ 0.98%
$44.12 - $59.6 $662 - $894
1.54K $71K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.62K
+ 1403.75%
$87.84 - $1441.89 $493K - $8.1M
6.02K $542K
SBUX
Starbucks Corp

Consumer Cyclical
9
+ 0.1%
$79.69 - $99.41 $717 - $895
8.71K $798K
ELV
Elevance Health, Inc.

Healthcare
235
+ 6.89%
$372.27 - $452.69 $87.5K - $106K
3.65K $1.42M
LOW
Lowes Companies Inc

Consumer Cyclical
13
+ 0.17%
$210.83 - $235.28 $2.74K - $3.06K
7.52K $1.67M
MRK
Merck & Co., Inc.

Healthcare
1.37K
+ 6.96%
$73.47 - $87.12 $100K - $119K
21K $1.66M
DXC
Dxc Technology CO

Technology
1.01K
+ 1.42%
$14.03 - $17.63 $14.2K - $17.8K
72K $1.1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
199
+ 9.94%
$483.07 - $625.6 $96.1K - $124K
2.2K $1.16M
JNJ
Johnson & Johnson

Healthcare
10
+ 0.1%
$146.36 - $159.82 $1.46K - $1.6K
10.1K $1.54M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.18%
$483.48 - $539.8 $2.42K - $2.7K
2.84K $1.38M
ONTO
Onto Innovation Inc.

Technology
2.45K
+ 11.64%
$88.5 - $133.37 $217K - $327K
23.5K $2.37M
ABBV
Abb Vie Inc.

Healthcare
178
+ 1.71%
$170.16 - $206.27 $30.3K - $36.7K
10.6K $1.96M
AAPL
Apple Inc.

Technology
1.1K
+ 3.37%
$172.42 - $223.89 $189K - $246K
33.7K $6.91M
UNH
Unitedhealth Group Inc

Healthcare
1.25K
+ 33.19%
$274.35 - $599.47 $343K - $751K
5.02K $1.57M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27.7K
+ 0.96%
$24.32 - $27.87 $673K - $772K
2.91M $77.1M
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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