Ima Wealth, Inc. Portfolio Holdings

Ima Wealth, Inc.

  • $829 Million
  • Q4 2024

Ima Wealth, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $829 Million distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Kld 400 Social Et with a value of $93.9M, Schwab Strategic Tr Us Dividen with a value of $73.4M, Ishares Esg Advanced Msci Eafe with a value of $50.4M, Vanguard Large Cap ETF with a value of $45.1M, and Schwab Strategic Tr Us Large C with a value of $42.7M.

Examining the 13F form we can see an increase of $372M in the current position value, from $458M to 829M.

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 $829 Million
ETFs: $544 Million
Technology: $71.7 Million
Healthcare: $36.1 Million
Industrials: $28.8 Million
Financial Services: $25.6 Million
Consumer Cyclical: $25.1 Million
Communication Services: $15.6 Million
Consumer Defensive: $14.1 Million
Other: $17.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.8B
$404,000 0.05% of portfolio
3,024
Q4 2024 Reduced 5.97%
$0
$408,000 0.05% of portfolio
9,402
Q4 2024 New
$0
$365,000 0.04% of portfolio
910
Q3 2024 New
$3.37B
$291,000 0.04% of portfolio
3,230
Q3 2024 New
$27.7B
$310,000 0.04% of portfolio
2,954
Q4 2023 New
$0
$354,000 0.04% of portfolio
13,867
Q4 2024 Added 12.01%
$693M
$265,000 0.03% of portfolio
31,230
Q4 2024 Reduced 16.7%
$5.25B
$272,000 0.03% of portfolio
1,567
Q3 2024 New
$474B
$237,000 0.03% of portfolio
259
Q2 2024 New
$91.9B
$287,000 0.03% of portfolio
1,186
Q4 2024 Added 105.9%
$0
$256,000 0.03% of portfolio
6,876
Q4 2024 New
$0
$244,000 0.03% of portfolio
11,416
Q4 2024 Added 5.8%
$973M
$221,000 0.03% of portfolio
19,660
Q4 2024 Reduced 39.61%
$229B
$204,000 0.02% of portfolio
1,804
Q3 2024 New
$493M
$151,000 0.02% of portfolio
15,000
Q4 2024 Reduced 40.0%
$0
$203,000 0.02% of portfolio
4,952
Q4 2024 New
$0
$0 0.0% of portfolio
3,985
Q2 2023 Reduced 26.61%
Ishares Tr
-
$0 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $829 Million
  • Prior Value $458 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 36 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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