Ima Wealth, Inc. New Holdings in Q2 2025

Ima Wealth, Inc.

  • $914 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
604
New
$96.84 - $99.46 $58.5K - $60.1K
604 $59K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
225
New
$97.68 - $121.38 $22K - $27.3K
225 $27K
BNDX
Vanguard Total International B

ETFs
486
New
$48.77 - $49.55 $23.7K - $24.1K
486 $24K
FNDA
Schwab Fundamental U S Small C

ETFs
542
New
$23.85 - $28.69 $12.9K - $15.5K
542 $15K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
149
New
$85.42 - $94.39 $12.7K - $14.1K
149 $13K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
382
New
$29.44 - $33.91 $11.2K - $13K
382 $12K
FNDC
Schwab Fundamental Intl Small

ETFs
300
New
$32.97 - $42.05 $9.89K - $12.6K
300 $12K
FNDE
Schwab Fundamental Emerging Mk

ETFs
118
New
$26.66 - $33.09 $3.15K - $3.9K
118 $3K
NOW
Service Now, Inc.

Technology
2
New
$721.65 - $1040.18 $1.44K - $2.08K
2 $2K
CSCO
Cisco Systems, Inc.

Technology
29
New
$53.19 - $69.38 $1.54K - $2.01K
29 $2K
GS
Goldman Sachs Group Inc

Financial Services
3
New
$462.22 - $707.75 $1.39K - $2.12K
3 $2K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
116
New
$18.94 - $21.67 $2.2K - $2.51K
116 $2K
WFC
Wells Fargo & Company

Financial Services
24
New
$60.98 - $80.12 $1.46K - $1.92K
24 $1K
TMUS
T Mobile Us, Inc.

Communication Services
5
New
$220.99 - $268.54 $1.1K - $1.34K
5 $1K
RTX
Raytheon Technologies Corp

Industrials
7
New
$113.75 - $148.48 $796 - $1.04K
7 $1K
PM
Philip Morris International Inc.

Consumer Defensive
10
New
$149.23 - $184.95 $1.49K - $1.85K
10 $1K
HCA
Hca Healthcare, Inc.

Healthcare
3
New
$317.61 - $387.52 $953 - $1.16K
3 $1K
SPGI
S&P Global Inc.

Financial Services
3
New
$438.31 - $527.29 $1.31K - $1.58K
3 $1K
INTU
Intuit Inc

Technology
2
New
$544.07 - $787.63 $1.09K - $1.58K
2 $1K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
4
New
$177.93 - $313.14 $712 - $1.25K
4 $1K
NXPI
Nxp Semiconductors N.V.

Technology
6
New
$153.5 - $218.72 $921 - $1.31K
6 $1K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
7
New
$212.1 - $244.27 $1.48K - $1.71K
7 $1K
PLTR
Palantir Technologies Inc.

Technology
13
New
$74.01 - $144.25 $962 - $1.88K
13 $1K
JCI
Johnson Controls International PLC

Industrials
13
New
$71.14 - $105.62 $925 - $1.37K
13 $1K
PHM
Pultegroup Inc

Consumer Cyclical
3
New
$92.02 - $106.54 $276 - $320
3 $0
ROP
Roper Technologies Inc

Industrials
1
New
$519.19 - $590.78 $519 - $591
1 $0
PEG
Public Service Enterprise Group Inc

Utilities
5
New
$77.13 - $84.18 $386 - $421
5 $0
RGLD
Royal Gold Inc

Basic Materials
2
New
$155.48 - $186.71 $311 - $373
2 $0
PLD
Prologis, Inc.

Real Estate
2
New
$89.76 - $112.34 $180 - $225
2 $0
RNG
Ring Central, Inc.

Technology
6
New
$21.51 - $28.36 $129 - $170
6 $0
RMBS
Rambus Inc

Technology
4
New
$42.9 - $64.02 $172 - $256
4 $0
QRVO
Qorvo, Inc.

Technology
3
New
$50.81 - $84.91 $152 - $255
3 $0
HOOD
Robinhood Markets, Inc.

Technology
3
New
$34.17 - $93.63 $103 - $281
3 $0
TRGP
Targa Resources Corp.

Energy
1
New
$157.32 - $205.72 $157 - $206
1 $0
RJF
Raymond James Financial Inc

Financial Services
1
New
$123.65 - $153.88 $124 - $154
1 $0
Ralliant Corp
4.18K
New
N/A
4.18K $0
RBLX
Roblox Corp

Communication Services
2
New
$51.22 - $105.59 $102 - $211
2 $0
O
Realty Income Corp

Real Estate
3
New
$52.27 - $58.52 $157 - $176
3 $0
DGX
Quest Diagnostics Inc

Healthcare
1
New
N/A
1 $0
PWR
Quanta Services, Inc.

Industrials
1
New
$239.47 - $381.26 $239 - $381
1 $0
PGR
Progressive Corp

Financial Services
3
New
$255.27 - $288.74 $766 - $866
3 $0
POWI
Power Integrations Inc

Technology
8
New
$42.13 - $59.01 $337 - $472
8 $0
NBIX
Neurocrine Biosciences Inc

Healthcare
1
New
$87.54 - $128.18 $87.5 - $128
1 $0
NTAP
Net App, Inc.

Technology
4
New
$76.1 - $106.55 $304 - $426
4 $0
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
1
New
$87.64 - $143.29 $87.6 - $143
1 $0
NFG
National Fuel Gas CO

Energy
3
New
$73.0 - $86.01 $219 - $258
3 $0
NDAQ
Nasdaq, Inc.

Financial Services
4
New
$66.4 - $89.42 $266 - $358
4 $0
MSI
Motorola Solutions, Inc.

Technology
1
New
$394.72 - $440.39 $395 - $440
1 $0
MCO
Moodys Corp

Financial Services
1
New
$396.7 - $501.59 $397 - $502
1 $0
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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