Ima Wealth, Inc. Portfolio Holdings
Ima Wealth, Inc.
- $458 Million
- Q3 2024
Ima Wealth, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $458 Million distributed in 262 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $42.6M, Schwab Strategic Tr Us Broad M with a value of $18.5M, Vanguard Bd Index Fd Inc Total with a value of $13.6M, Ishares Tr Edge High Yield Def with a value of $13.2M, and Schwab Strategic U.S. Mid Cap with a value of $12.2M.
Examining the 13F form we can see an increase of $236M in the current position value, from $222M to 458M.
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 262
- Current Value $458 Million
- Prior Value $222 Million
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 190 stocks
- Additional Purchases 31 stocks
- Sold out of 0 stocks
- Reduced holdings in 32 stocks