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 Market Cap. of $10 Billions to $200 Billions
