Img Wealth Management, Inc. Portfolio Holdings by Sector

Img Wealth Management, Inc.

$108 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BUFR CGDV BUFQ BUFD QQQ FTCS VOO MOAT 124 stocks	$91.6 Million 90.07% of portfolio	124	-	124	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE PLTR CRWD SQ 6 stocks	$854,122 0.84% of portfolio	6	-	6	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$817,249 0.8% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ MRK PFE OGN 4 stocks	$758,936 0.75% of portfolio	4	-	4	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX WBD 3 stocks	$674,093 0.66% of portfolio	3	-	3	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QCOM INTC TSM 4 stocks	$546,972 0.54% of portfolio	4	-	4	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$428,264 0.42% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$415,456 0.41% of portfolio	2	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT DG 3 stocks	$395,611 0.39% of portfolio	3	-	3	-	0 Calls 0 Puts
Credit Services \| Financial Services V AXP PYPL 3 stocks	$373,999 0.37% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Application \| Technology INTU TTD COIN GTLB WDAY RIOT CRM 7 stocks	$358,195 0.35% of portfolio	7	-	7	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$341,458 0.34% of portfolio	2	-	2	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$331,547 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Packaged Goods \| Consumer Defensive BUFF 1 stocks	$312,259 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$297,504 0.29% of portfolio	2	-	2	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM AI 2 stocks	$295,917 0.29% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA 2 stocks	$271,541 0.27% of portfolio	2	-	2	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$231,834 0.23% of portfolio	2	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT NOC SWBI BA 4 stocks	$218,029 0.21% of portfolio	4	-	4	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$188,269 0.19% of portfolio	2	-	2	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$176,545 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX BP 3 stocks	$175,720 0.17% of portfolio	3	-	3	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$173,399 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUM MCD 2 stocks	$147,875 0.15% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK 1 stocks	$147,065 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$136,268 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$108,563 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL 2 stocks	$99,152 0.1% of portfolio	2	-	2	-	0 Calls 0 Puts
Steel \| Basic Materials GGB 1 stocks	$89,073 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare ABCL MDXG MGNX MRNA 4 stocks	$88,001 0.09% of portfolio	4	-	4	-	0 Calls 0 Puts
Gold \| Basic Materials AEM 1 stocks	$77,506 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Aluminum \| Basic Materials AA 1 stocks	$72,840 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials MP BHP 2 stocks	$68,142 0.07% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV PGR 2 stocks	$63,071 0.06% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$56,088 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$46,531 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$45,780 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$43,062 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials MVST 1 stocks	$37,806 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate IRM 1 stocks	$25,647 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$25,220 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS 1 stocks	$22,447 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Shell Companies \| Financial Services SYM 1 stocks	$14,937 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WSO 1 stocks	$13,743 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYC IYR 2 stocks	$12,396 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Devices \| Healthcare DXCM ABT 2 stocks	$5,369 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Asset Management \| Financial Services OXLC 1 stocks	$4,842 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$3,838 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Pollution & Treatment Controls \| Industrials PCT 1 stocks	$2,921 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$2,079 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$1,907 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical BC 1 stocks	$1,682 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$441 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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Img Wealth Management, Inc. Portfolio Holdings by Sector

Img Wealth Management, Inc.

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