Ima Wealth, Inc. Reduced Holdings in Q2 2025

Ima Wealth, Inc.

  • $914 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-46K
- 55.98%
$90.56 - $109.49 $4.17M - $5.04M
36.2K $3.95M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-19.8K
- 92.11%
$35.35 - $42.68 $700K - $845K
1.7K $72K
SHV
Ishares Tr

ETFs
-5.85K
- 24.33%
$110.06 - $110.46 $643K - $646K
18.2K $2.01M
XOM
Exxon Mobil Corp

Energy
-2.05K
- 8.43%
$99.93 - $119.04 $205K - $244K
22.3K $2.4M
CVX
Chevron Corp

Energy
-213
- 1.48%
$133.73 - $168.51 $28.5K - $35.9K
14.1K $2.03M
AES
Aes Corp

Utilities
-9.16K
- 7.46%
$9.63 - $12.55 $88.2K - $115K
114K $1.19M
MP
Mp Materials Corp.

Basic Materials
-19.5K
- 47.0%
$18.77 - $37.74 $366K - $735K
22K $730K
DHR
Danaher Corp

Healthcare
-490
- 2.24%
$174.64 - $205.16 $85.6K - $101K
21.4K $4.23M
ZTS
Zoetis Inc.

Healthcare
-832
- 8.38%
$144.41 - $170.3 $120K - $142K
9.1K $1.42M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-4.62K
- 3.41%
$48.5 - $49.35 $224K - $228K
131K $6.44M
XLV
Select Sector Spdr Fund Health

ETFs
-843
- 42.45%
$128.77 - $144.3 $109K - $122K
1.14K $154K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-5.25K
- 26.29%
$19.49 - $19.66 $102K - $103K
14.7K $289K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-4.84K
- 25.84%
$20.16 - $20.49 $97.6K - $99.2K
13.9K $284K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-3.31K
- 23.85%
$24.14 - $25.43 $79.8K - $84.1K
10.6K $261K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-2.27K
- 4.25%
$38.16 - $46.72 $86.8K - $106K
51.3K $2.27M
OTIS
Otis Worldwide Corp

Industrials
-127
- 1.46%
$90.88 - $104.3 $11.5K - $13.2K
8.57K $848K
BSJR
Invesco Indx Tr

ETFs
-2.14K
- 43.76%
$21.81 - $22.71 $46.7K - $48.6K
2.75K $62K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-236
- 28.43%
$50.5 - $71.23 $11.9K - $16.8K
594 $40K
L
Loews Corp

Financial Services
-67
- 31.6%
$80.89 - $92.09 $5.42K - $6.17K
145 $13K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-126
- 13.85%
$320.42 - $424.58 $40.4K - $53.5K
784 $332K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-21
- 0.29%
$116.93 - $119.39 $2.46K - $2.51K
7.23K $861K
GH
Guardant Health, Inc.

Healthcare
-90
- 6.42%
$37.05 - $52.04 $3.33K - $4.68K
1.31K $68K
EAOR
Ishares Esg Aware Growth Alloc

Technology
-689
- 3.57%
$28.94 - $33.44 $19.9K - $23K
18.6K $621K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-556
- 2.45%
$51.16 - $62.02 $28.4K - $34.5K
22.2K $1.38M
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.06K
- 3.08%
$53.36 - $61.57 $56.3K - $65K
33.2K $2.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-193
- 7.83%
$416.06 - $551.64 $80.3K - $106K
2.27K $1.25M
EA
Electronic Arts Inc.

Communication Services
-319
- 2.68%
$132.53 - $159.7 $42.3K - $50.9K
11.6K $1.85M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-2
- 0.01%
$32.41 - $42.59 $64.8 - $85.2
27.1K $1.16M
AMP
Ameriprise Financial Inc

Financial Services
-15
- 0.28%
$422.19 - $533.73 $6.33K - $8.01K
5.25K $2.8M
EXAS
Exact Sciences Corp

Healthcare
-51
- 0.18%
$40.31 - $58.08 $2.06K - $2.96K
27.7K $1.47M
AVEM
American Centy ETF Tr Avantis

ETFs
-23
- 0.07%
$53.08 - $68.54 $1.22K - $1.58K
34.6K $2.37M
FOUR
Shift4 Payments, Inc.

Technology
-134
- 0.62%
$72.5 - $99.11 $9.72K - $13.3K
21.6K $2.14M
LITE
Lumentum Holdings Inc.

Technology
-565
- 3.95%
$49.56 - $95.06 $28K - $53.7K
13.8K $1.31M
MTZ
Mastec Inc

Industrials
-203
- 2.38%
$106.07 - $171.99 $21.5K - $34.9K
8.33K $1.42M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.27K
- 2.41%
$54.19 - $67.22 $123K - $153K
91.8K $6.17M
EXEL
Exelixis, Inc.

Healthcare
-1.9K
- 1.8%
$34.13 - $46.26 $64.9K - $88K
104K $4.57M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-12.6K
- 2.92%
$17.76 - $22.1 $223K - $278K
418K $9.23M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.28K
- 2.46%
$104.23 - $134.39 $237K - $306K
90.3K $12.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.27K
- 0.92%
$55.54 - $69.09 $182K - $226K
353K $24.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
-5
- 0.03%
$321.63 - $509.31 $1.61K - $2.55K
14.8K $7.55M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-21.5K
- 2.85%
$59.98 - $74.92 $1.29M - $1.61M
731K $54.4M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-14.8K
- 3.55%
$91.62 - $116.16 $1.36M - $1.72M
402K $46.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.98K
- 0.16%
$19.6 - $24.44 $58.4K - $72.8K
1.81M $44.1M
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
Track This Portfolio

Track Ima Wealth, Inc. Portfolio

Follow Ima Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email