Ima Wealth, Inc. Sells in Q4 2024

Ima Wealth, Inc.

  • $829 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-18.2K
- 17.66%
$91.29 - $91.8 $1.66M - $1.67M
84.7K $7.75M
IIPR
Innovative Industrial Properties Inc

Real Estate
-818
- 5.28%
$66.64 - $135.61 $54.5K - $111K
14.7K $977K
ELV
Elevance Health, Inc.

Healthcare
-871
- 19.37%
$365.96 - $514.62 $319K - $448K
3.63K $1.34M
AES
Aes Corp

Utilities
-5.16K
- 3.99%
$12.44 - $20.24 $64.2K - $104K
124K $1.6M
ONTO
Onto Innovation Inc.

Technology
-190
- 0.87%
$158.54 - $225.02 $30.1K - $42.8K
21.6K $3.6M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-23
- 0.99%
$701.85 - $1046.91 $16.1K - $24.1K
2.3K $1.64M
EVH
Evolent Health, Inc.

Healthcare
-12.9K
- 39.61%
$10.71 - $27.14 $138K - $350K
19.7K $221K
XOM
Exxon Mobil Corp

Energy
-2.67K
- 8.06%
$105.51 - $125.37 $282K - $335K
30.5K $3.28M
OGN
Organon & Co.

Healthcare
-7.63K
- 8.48%
$14.44 - $18.83 $110K - $144K
82.3K $1.23M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-8.14K
- 12.68%
$49.84 - $59.6 $406K - $485K
56.1K $2.97M
ZTS
Zoetis Inc.

Healthcare
-187
- 1.53%
$162.24 - $194.42 $30.3K - $36.4K
12K $1.96M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-18.4K
- 4.58%
$19.38 - $19.58 $356K - $360K
383K $7.44M
VLO
Valero Energy Corp

Energy
-414
- 1.52%
$118.59 - $144.02 $49.1K - $59.6K
26.7K $3.28M
NKE
Nike, Inc.

Consumer Cyclical
-596
- 2.28%
$73.36 - $89.13 $43.7K - $53.1K
25.6K $1.94M
EXAS
Exact Sciences Corp

Healthcare
-450
- 1.54%
$49.33 - $71.97 $22.2K - $32.4K
28.7K $1.61M
ADBE
Adobe Inc.

Technology
-3
- 0.06%
$437.39 - $552.96 $1.31K - $1.66K
4.78K $2.12M
UNH
Unitedhealth Group Inc

Healthcare
-58
- 1.45%
$485.52 - $625.25 $28.2K - $36.3K
3.95K $2M
MRK
Merck & Co., Inc.

Healthcare
-323
- 1.55%
$96.31 - $114.76 $31.1K - $37.1K
20.5K $2.04M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-96
- 0.21%
$70.1 - $76.53 $6.73K - $7.35K
45.3K $3.2M
DFS
Discover Financial Services

Financial Services
-2.73K
- 34.69%
$136.3 - $182.67 $371K - $498K
5.13K $888K
MP
Mp Materials Corp.

Basic Materials
-4.88K
- 8.29%
$15.6 - $23.11 $76.1K - $113K
54K $841K
LOW
Lowes Companies Inc

Consumer Cyclical
-7
- 0.09%
$244.52 - $284.07 $1.71K - $1.99K
8.07K $1.99M
CRSP
Crispr Therapeutics Ag

Healthcare
-750
- 3.65%
$38.65 - $55.15 $29K - $41.4K
19.8K $778K
VSAT
Viasat Inc

Technology
-6.26K
- 16.7%
$6.83 - $11.56 $42.8K - $72.4K
31.2K $265K
PFF
Ishares Trust Ishares Pfd And

ETFs
-250
- 0.26%
$31.23 - $33.51 $7.81K - $8.38K
96K $3.02M
SWBI
Smith & Wesson Brands, Inc.

Industrials
-10K
- 40.0%
$9.79 - $14.1 $97.9K - $141K
15K $151K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-6.34K
- 23.33%
$25.0 - $25.11 $158K - $159K
20.8K $521K
LHX
L3 Harris Technologies, Inc.

Industrials
-21
- 0.38%
$208.94 - $264.22 $4.39K - $5.55K
5.56K $1.17M
GNRC
Generac Holdings Inc.

Industrials
-588
- 6.33%
$154.28 - $195.11 $90.7K - $115K
8.71K $1.35M
OTIS
Otis Worldwide Corp

Industrials
-137
- 1.43%
$92.57 - $106.01 $12.7K - $14.5K
9.43K $873K
KO
Coca Cola CO

Consumer Defensive
-588
- 6.8%
$61.74 - $71.71 $36.3K - $42.2K
8.06K $501K
FAST
Fastenal CO

Industrials
-2.18K
- 2.73%
$69.99 - $84.35 $152K - $184K
77.6K $5.58M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-3.75K
- 9.94%
$21.68 - $22.16 $81.4K - $83.2K
34K $737K
DXC
Dxc Technology CO

Technology
-1.78K
- 2.31%
$19.59 - $22.83 $34.9K - $40.7K
75.3K $1.5M
FANG
Diamondback Energy, Inc.

Energy
-120
- 1.48%
$153.06 - $199.5 $18.4K - $23.9K
8K $1.31M
DKNG
Draft Kings Inc.

Consumer Cyclical
-322
- 1.01%
$35.32 - $44.84 $11.4K - $14.4K
31.6K $1.18M
AVUV
American Centy ETF Tr Avantis

ETFs
-848
- 2.4%
$94.37 - $106.41 $80K - $90.2K
34.5K $3.33M
RGEN
Repligen Corp

Healthcare
-125
- 1.69%
$123.41 - $160.92 $15.4K - $20.1K
7.26K $1.04M
FDX
Fedex Corp

Industrials
-153
- 7.41%
$260.5 - $305.15 $39.9K - $46.7K
1.91K $538K
AZTA
Azenta, Inc.

Healthcare
-1.4K
- 4.74%
$40.37 - $51.57 $56.7K - $72.4K
28.2K $1.41M
ILMN
Illumina, Inc.

Healthcare
-192
- 5.97%
$128.99 - $155.15 $24.8K - $29.8K
3.02K $404K
EA
Electronic Arts Inc.

Communication Services
-167
- 1.29%
$140.69 - $167.97 $23.5K - $28.1K
12.8K $1.87M
IWV
Ishares Russell 3000 ETF

ETFs
-109
- 1.6%
$323.08 - $349.08 $35.2K - $38K
6.69K $2.24M
TJX
Tjx Companies Inc

Consumer Cyclical
-295
- 1.24%
$112.15 - $127.2 $33.1K - $37.5K
23.5K $2.84M
BSX
Boston Scientific Corp

Healthcare
-514
- 2.0%
$83.62 - $91.5 $43K - $47K
25.2K $2.26M
GH
Guardant Health, Inc.

Healthcare
-476
- 2.95%
$20.2 - $38.11 $9.62K - $18.1K
15.6K $478K
MTZ
Mastec Inc

Industrials
-92
- 0.92%
$119.94 - $147.94 $11K - $13.6K
9.96K $1.36M
ISRG
Intuitive Surgical Inc

Healthcare
-82
- 1.44%
$471.27 - $550.62 $38.6K - $45.2K
5.6K $2.93M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-20
- 0.61%
$338.38 - $446.21 $6.77K - $8.92K
3.25K $1.41M
Activity Summary
Buys All Purchases 79 New Holdings 36 Increased Positions 43 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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