Ima Wealth, Inc. Sells in Q1 2025

Ima Wealth, Inc.

  • $841 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DSI
Ishares Msci Kld 400 Social Et

ETFs
-435K
- 51.06%
$101.98 - $115.66 $44.4M - $50.3M
417K $42.7M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-613K
- 96.85%
$19.43 - $19.62 $11.9M - $12M
20K $391K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-561K
- 96.77%
$20.05 - $20.4 $11.2M - $11.4M
18.7K $381K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-54.8K
- 64.7%
$91.45 - $91.75 $5.01M - $5.03M
29.9K $2.74M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-104K
- 82.92%
$40.03 - $46.81 $4.18M - $4.88M
21.5K $876K
BSJR
Invesco Indx Tr

ETFs
-203K
- 97.65%
$22.4 - $22.69 $4.56M - $4.62M
4.9K $109K
PFF
Ishares Trust Ishares Pfd And

ETFs
-95.2K
- 99.16%
$30.73 - $32.26 $2.93M - $3.07M
806 $24K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-33.5K
- 1.82%
$21.75 - $24.28 $730K - $814K
1.81M $39.9M
NVDA
Nvidia Corp

Technology
-3.99K
- 5.31%
$106.98 - $149.43 $427K - $597K
71.2K $7.71M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-56.5K
- 13.67%
$58.01 - $64.46 $3.28M - $3.64M
357K $22.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-114
- 1.21%
$222.15 - $428.22 $25.3K - $48.8K
9.29K $2.41M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.36K
- 3.82%
$190.26 - $242.06 $258K - $329K
34.2K $6.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-21.4K
- 8.69%
$24.91 - $29.02 $533K - $621K
225K $5.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2K
- 29.65%
$507.05 - $563.67 $1.02M - $1.13M
4.75K $2.44M
AAPL
Apple Inc.

Technology
-501
- 1.51%
$209.68 - $247.1 $105K - $124K
32.6K $7.24M
ONTO
Onto Innovation Inc.

Technology
-509
- 2.36%
$121.34 - $224.5 $61.8K - $114K
21.1K $2.56M
MSFT
Microsoft Corp

Technology
-1
- -0.0%
$375.39 - $447.2 $375 - $447
21.2K $7.95M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-7.87K
- 1.75%
$25.58 - $29.24 $201K - $230K
443K $11.6M
FOUR
Shift4 Payments, Inc.

Technology
-3.82K
- 14.97%
$81.71 - $125.66 $312K - $480K
21.7K $1.77M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-17.1K
- 6.12%
$46.82 - $47.8 $803K - $819K
263K $12.4M
PG
Procter & Gamble CO

Consumer Defensive
-5.33K
- 11.91%
$158.56 - $176.26 $844K - $939K
39.4K $6.71M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-7.21K
- 7.23%
$110.75 - $119.78 $799K - $864K
92.6K $10.7M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-17.1K
- 11.16%
$59.28 - $66.1 $1.01M - $1.13M
136K $8.62M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-2.51K
- 4.48%
$43.49 - $58.8 $109K - $148K
53.6K $2.33M
TGT
Target Corp

Consumer Defensive
-1K
- 6.69%
$103.65 - $142.5 $104K - $143K
14K $1.46M
AMP
Ameriprise Financial Inc

Financial Services
-468
- 8.16%
$472.29 - $575.13 $221K - $269K
5.27K $2.55M
GNRC
Generac Holdings Inc.

Industrials
-1.82K
- 20.92%
$126.65 - $164.06 $231K - $299K
6.88K $871K
AZTA
Azenta, Inc.

Healthcare
-948
- 3.36%
$34.61 - $54.75 $32.8K - $51.9K
27.3K $943K
CRM
Salesforce, Inc.

Technology
-219
- 3.58%
$268.36 - $359.95 $58.8K - $78.8K
5.91K $1.58M
COF
Capital One Financial Corp

Financial Services
-2.58K
- 19.41%
$163.87 - $209.82 $423K - $542K
10.7K $1.92M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-580
- 17.87%
$314.47 - $431.35 $182K - $250K
2.67K $977K
GH
Guardant Health, Inc.

Healthcare
-14.2K
- 91.04%
$31.77 - $49.94 $453K - $711K
1.4K $59K
EXAS
Exact Sciences Corp

Healthcare
-958
- 3.34%
$43.04 - $58.51 $41.2K - $56.1K
27.7K $1.2M
NKE
Nike, Inc.

Consumer Cyclical
-1.52K
- 5.92%
$63.29 - $81.72 $95.9K - $124K
24.1K $1.53M
VTI
Vanguard Total Stock Market Et

ETFs
-397
- 2.1%
$271.18 - $303.12 $108K - $120K
18.5K $5.08M
IIPR
Innovative Industrial Properties Inc

Real Estate
-3.82K
- 26.04%
$54.09 - $74.56 $207K - $285K
10.8K $586K
XOM
Exxon Mobil Corp

Energy
-6.15K
- 20.2%
$105.44 - $118.93 $649K - $732K
24.3K $2.89M
LITE
Lumentum Holdings Inc.

Technology
-825
- 5.45%
$57.41 - $100.38 $47.4K - $82.8K
14.3K $892K
OMF
One Main Holdings, Inc.

Financial Services
-3.81K
- 6.48%
$45.35 - $58.06 $173K - $221K
54.9K $2.68M
ADBE
Adobe Inc.

Technology
-205
- 4.29%
$377.84 - $464.11 $77.5K - $95.1K
4.57K $1.75M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-299
- 12.99%
$634.14 - $744.83 $190K - $223K
2K $1.27M
MTZ
Mastec Inc

Industrials
-1.43K
- 14.36%
$108.66 - $160.79 $155K - $230K
8.53K $995K
AVUV
American Centy ETF Tr Avantis

ETFs
-387
- 1.12%
$84.95 - $100.62 $32.9K - $38.9K
34.1K $2.97M
ISRG
Intuitive Surgical Inc

Healthcare
-406
- 7.24%
$476.63 - $610.45 $194K - $248K
5.2K $2.57M
ZTS
Zoetis Inc.

Healthcare
-2.11K
- 17.49%
$156.48 - $175.67 $329K - $370K
9.93K $1.64M
DXC
Dxc Technology CO

Technology
-4.38K
- 5.81%
$16.43 - $22.61 $71.9K - $99K
70.9K $1.21M
MRK
Merck & Co., Inc.

Healthcare
-893
- 4.35%
$83.01 - $101.02 $74.1K - $90.2K
19.6K $1.76M
BSX
Boston Scientific Corp

Healthcare
-5.38K
- 21.3%
$89.38 - $106.18 $481K - $571K
19.9K $2M
FANG
Diamondback Energy, Inc.

Energy
-1.35K
- 16.93%
$139.9 - $180.18 $189K - $244K
6.64K $1.06M
Activity Summary
Buys All Purchases 216 New Holdings 179 Increased Positions 37 Sells All Sells 96 Reductions 96 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