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.
