Img Wealth Management, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $111 Billion distributed in 292 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Td Viii Ft Cboe Ve with a value of $11.7B, Capital Group Divid Value ETF with a value of $7.34B, First Tr Ex Tr Fd Viii Ft Cboe with a value of $7.01B, First Tr Exc Trd Fd Viii Ft Cb with a value of $6.6B, and Invesco Qqq Trust, Series 1 with a value of $5.72B.

Examining the 13F form we can see an increase of $3.24B in the current position value, from $108B to 111B.

Img Wealth Management, Inc. is based out at Jacksonville, FL

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

Portfolio value $111 Billion
ETFs: $93.7 Billion
Technology: $2.53 Billion
Consumer Defensive: $1.35 Billion
Communication Services: $1.27 Billion
Financial Services: $1.24 Billion
Healthcare: $1.21 Billion
Consumer Cyclical: $915 Million
Industrials: $585 Million
Other: $771 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 292
  • Current Value $111 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 44 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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