Ima Wealth, Inc. New Holdings in Q3 2024

Ima Wealth, Inc.

  • $458 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
8.65K
New
$62.69 - $73.01 $542K - $631K
8.65K $621K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.13K
New
$475.2 - $527.7 $539K - $598K
1.13K $598K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.32K
New
$73.43 - $80.37 $537K - $588K
7.32K $588K
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.32K
New
$113.41 - $125.62 $490K - $542K
4.32K $542K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.03K
New
$57.32 - $62.65 $460K - $503K
8.03K $500K
HD
Home Depot, Inc.

Consumer Cyclical
1.18K
New
$333.64 - $405.2 $393K - $477K
1.18K $477K
XPO
Xpo Logistics, Inc.

Industrials
3.91K
New
$101.15 - $125.11 $396K - $489K
3.91K $420K
ILMN
Illumina, Inc.

Healthcare
3.22K
New
$105.28 - $135.9 $339K - $437K
3.22K $419K
IWF
Ishares Russell 1000 Gr ETF

ETFs
910
New
$332.02 - $382.76 $302K - $348K
910 $341K
SWBI
Smith & Wesson Brands, Inc.

Industrials
25K
New
$12.24 - $16.69 $306K - $417K
25K $324K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
11.5K
New
$23.08 - $23.52 $266K - $271K
11.5K $270K
IRTC
I Rhythm Technologies, Inc.

Healthcare
3.23K
New
$64.64 - $106.45 $209K - $344K
3.23K $239K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
10.8K
New
$21.0 - $22.04 $227K - $238K
10.8K $235K
AVGO
Broadcom Inc.

Technology
1.3K
New
$136.27 - $1745.86 $176K - $2.26M
1.3K $223K
ABT
Abbott Laboratories

Healthcare
1.8K
New
$100.07 - $118.13 $181K - $213K
1.8K $205K
LECO
Lincoln Electric Holdings Inc

Industrials
1.03K
New
$173.3 - $211.48 $178K - $217K
1.03K $196K
G
Genpact LTD

Technology
4.61K
New
$30.96 - $39.45 $143K - $182K
4.61K $180K
CHSCL
Chs Inc

Consumer Defensive
6.9K
New
$25.6 - $26.2 $177K - $181K
6.9K $178K
AXP
American Express CO

Financial Services
644
New
$225.92 - $271.17 $145K - $175K
644 $174K
APD
Air Products & Chemicals, Inc.

Basic Materials
560
New
$247.34 - $300.11 $139K - $168K
560 $166K
CNC
Centene Corp

Healthcare
1.94K
New
$64.89 - $80.23 $126K - $156K
1.94K $146K
GLD
Spdr Gold Trust

ETFs
576
New
$215.56 - $246.98 $124K - $142K
576 $140K
SJM
J M Smucker CO

Consumer Defensive
1.1K
New
$109.12 - $122.4 $120K - $135K
1.1K $133K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.6K
New
$49.93 - $51.15 $130K - $133K
2.6K $132K
EXPE
Expedia Group, Inc.

Consumer Cyclical
874
New
$112.12 - $149.09 $98K - $130K
874 $129K
ADM
Archer Daniels Midland CO

Consumer Defensive
2.05K
New
$57.96 - $65.72 $119K - $134K
2.05K $122K
CL
Colgate Palmolive CO

Consumer Defensive
1.11K
New
$95.54 - $108.77 $106K - $121K
1.11K $115K
DE
Deere & CO

Industrials
276
New
$344.84 - $418.0 $95.2K - $115K
276 $115K
UBER
Uber Technologies, Inc

Technology
1.5K
New
$58.48 - $77.47 $87.9K - $116K
1.5K $112K
CAH
Cardinal Health Inc

Healthcare
946
New
$93.74 - $114.66 $88.7K - $108K
946 $104K
GPN
Global Payments Inc

Industrials
1K
New
$92.66 - $112.97 $92.7K - $113K
1K $102K
TRV
Travelers Companies, Inc.

Financial Services
379
New
$201.87 - $242.35 $76.5K - $91.9K
379 $88K
VTRS
Viatris Inc

Healthcare
7.57K
New
$10.32 - $12.13 $78.1K - $91.8K
7.57K $87K
BX
Blackstone Inc.

Financial Services
560
New
$120.77 - $159.66 $67.6K - $89.4K
560 $85K
TFC
Truist Financial Corp

Financial Services
1.96K
New
$38.22 - $44.94 $74.9K - $88.1K
1.96K $83K
SCHW
Schwab Charles Corp

Financial Services
1.28K
New
$61.74 - $76.08 $78.8K - $97.1K
1.28K $82K
MUB
Ishares National Muni Bond ETF

ETFs
705
New
$106.13 - $108.7 $74.8K - $76.6K
705 $76K
AON
Aon PLC

Financial Services
222
New
$293.16 - $351.06 $65.1K - $77.9K
222 $76K
HELE
Helen Of Troy LTD

Consumer Defensive
1.2K
New
$48.49 - $91.62 $58.2K - $110K
1.2K $74K
CPRT
Copart Inc

Consumer Cyclical
1.43K
New
$49.19 - $55.54 $70.3K - $79.4K
1.43K $74K
NVS
Novartis Ag

Healthcare
640
New
$106.13 - $120.89 $67.9K - $77.4K
640 $73K
AZN
Astrazeneca PLC

Healthcare
912
New
$76.67 - $87.62 $69.9K - $79.9K
912 $71K
UPS
United Parcel Service Inc

Industrials
497
New
$123.32 - $147.38 $61.3K - $73.2K
497 $67K
DAL
Delta Air Lines, Inc.

Industrials
1.32K
New
$37.32 - $51.8 $49.2K - $68.3K
1.32K $66K
PSA
Public Storage

Real Estate
178
New
$283.13 - $365.01 $50.4K - $65K
178 $64K
EVRG
Evergy, Inc.

Utilities
1K
New
$52.46 - $62.01 $52.5K - $62K
1K $62K
TXN
Texas Instruments Inc

Technology
314
New
$194.6 - $194.6 $61.1K - $61.1K
314 $61K
MPC
Marathon Petroleum Corp

Energy
362
New
$158.61 - $180.75 $57.4K - $65.4K
362 $58K
ECL
Ecolab Inc.

Basic Materials
224
New
$228.86 - $255.76 $51.3K - $57.3K
224 $57K
Activity Summary
Buys All Purchases 221 New Holdings 190 Increased Positions 31 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 2 Puts 0
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