Ima Wealth, Inc. Portfolio Holdings

Ima Wealth, Inc.

  • $841 Million
  • Q1 2025

Ima Wealth, Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $841 Million distributed in 344 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $80.6M, Ishares Tr Msci Usa Esg Select with a value of $54M, Vanguard Large Cap ETF with a value of $53.5M, Ishares Esg Advanced Msci Eafe with a value of $50.7M, and Ishares Msci Kld 400 Social Et with a value of $42.7M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $829M to 841M.

Ima Wealth, Inc. is based out at Wichita, KS

Below you can find more details about Ima Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $841 Million
ETFs: $574 Million
Technology: $61.3 Million
Healthcare: $33.2 Million
Industrials: $28.2 Million
Financial Services: $25.5 Million
Consumer Cyclical: $21.7 Million
Communication Services: $14.5 Million
Energy: $13.7 Million
Other: $17.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$7.95 Million 0.95% of portfolio
21,177
Q1 2025 Reduced -0.0%
$431B
$7.71 Million 0.92% of portfolio
71,171
Q1 2025 Reduced 5.31%
$1.62T
$7.32 Million 0.87% of portfolio
12,699
Q1 2025 Added 0.47%
$3.38T
$7.24 Million 0.86% of portfolio
32,602
Q1 2025 Reduced 1.51%
$369B
$6.71 Million 0.8% of portfolio
39,375
Q1 2025 Reduced 11.91%
$2.28T
$6.5 Million 0.77% of portfolio
34,169
Q1 2025 Reduced 3.82%
$26.3B
$6.02 Million 0.72% of portfolio
77,624
Q4 2024 Reduced 2.73%
$850B
$5.47 Million 0.65% of portfolio
22,280
Q1 2025 Reduced 2.87%
$101B
$5.23 Million 0.62% of portfolio
14,835
Q1 2025 Reduced 3.56%
$22.5B
$5.04 Million 0.6% of portfolio
24,540
Q3 2024 New
$142B
$4.49 Million 0.53% of portfolio
21,895
Q3 2024 New
$1.12T
$4.32 Million 0.51% of portfolio
27,649
Q1 2025 Added 2.13%
$171B
$4.28 Million 0.51% of portfolio
27,844
Q1 2025 Reduced 1.75%
$572B
$3.92 Million 0.47% of portfolio
11,196
Q1 2025 Reduced 7.14%
$14.4B
$3.9 Million 0.46% of portfolio
105,585
Q1 2025 Reduced 7.33%
$51.6B
$3.9 Million 0.46% of portfolio
3,950
Q3 2024 New
$258B
$3.72 Million 0.44% of portfolio
42,406
Q1 2025 Reduced 0.7%
$55.8B
$3.3 Million 0.39% of portfolio
24,973
Q1 2025 Reduced 6.59%
$17.1B
$3.11 Million 0.37% of portfolio
11,000
Q3 2024 New
$41.6B
$3.13 Million 0.37% of portfolio
31,562
Q1 2025 Reduced 8.35%
$180B
$2.94 Million 0.35% of portfolio
41,372
Q1 2025 Reduced 2.38%
$465B
$2.89 Million 0.34% of portfolio
24,302
Q1 2025 Reduced 20.2%
$118B
$2.81 Million 0.33% of portfolio
1,440
Q1 2025 Added 1.34%
$7.11B
$2.68 Million 0.32% of portfolio
54,869
Q1 2025 Reduced 6.48%
$142B
$2.6 Million 0.31% of portfolio
21,319
Q1 2025 Reduced 9.37%
$182B
$2.57 Million 0.31% of portfolio
5,198
Q1 2025 Reduced 7.24%
$4.9B
$2.56 Million 0.3% of portfolio
21,063
Q1 2025 Reduced 2.36%
$57.6B
$2.55 Million 0.3% of portfolio
5,266
Q1 2025 Reduced 8.16%
$91B
$2.51 Million 0.3% of portfolio
7,628
Q1 2025 Added 1.02%
$296B
$2.4 Million 0.29% of portfolio
14,360
Q1 2025 Reduced 7.27%
$1.01T
$2.41 Million 0.29% of portfolio
9,289
Q1 2025 Reduced 1.21%
$7.33B
$2.33 Million 0.28% of portfolio
53,566
Q1 2025 Reduced 4.48%
$338B
$2.18 Million 0.26% of portfolio
10,403
Q1 2025 Reduced 3.43%
$17.1B
$2.23 Million 0.26% of portfolio
50,276
Q1 2025 Added 2.47%
$150B
$2 Million 0.24% of portfolio
19,869
Q1 2025 Reduced 21.3%
$83.7B
$1.92 Million 0.23% of portfolio
10,714
Q1 2025 Reduced 19.41%
$123B
$1.94 Million 0.23% of portfolio
22,369
Q1 2025 Reduced 0.49%
$269B
$1.98 Million 0.23% of portfolio
3,772
Q1 2025 Reduced 4.41%
$259B
$1.84 Million 0.22% of portfolio
17,870
Q1 2025 Added 12.28%
$136B
$1.75 Million 0.21% of portfolio
7,511
Q1 2025 Reduced 6.89%
$170B
$1.75 Million 0.21% of portfolio
4,573
Q1 2025 Reduced 4.29%
$207B
$1.76 Million 0.21% of portfolio
19,638
Q1 2025 Reduced 4.35%
$5.42B
$1.77 Million 0.21% of portfolio
21,705
Q1 2025 Reduced 14.97%
$64.3B
$1.64 Million 0.2% of portfolio
25,876
Q1 2025 Reduced 2.39%
$426B
$1.67 Million 0.2% of portfolio
10,079
Q3 2024 New
$41.7B
$1.72 Million 0.2% of portfolio
11,906
Q1 2025 Reduced 7.01%
$377B
$1.6 Million 0.19% of portfolio
38,410
Q4 2024 Added 0.0%
$70.2B
$1.64 Million 0.19% of portfolio
9,933
Q1 2025 Reduced 17.49%
$116B
$1.56 Million 0.19% of portfolio
9,329
Q1 2025 Added 1.57%

Summary

  • Portfolio
  • No. of Stocks 344
  • Current Value $841 Million
  • Prior Value $829 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 179 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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