Ima Wealth, Inc. Purchases in Q2 2025

Ima Wealth, Inc.

  • $914 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 1.16%
$908.13 - $1056.85 $2.72K - $3.17K
262 $259K
DE
Deere & CO

Industrials
2
+ 0.57%
$412.99 - $531.48 $826 - $1.06K
350 $177K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
149
New
$85.42 - $94.39 $12.7K - $14.1K
149 $13K
FNDC
Schwab Fundamental Intl Small

ETFs
300
New
$32.97 - $42.05 $9.89K - $12.6K
300 $12K
VO
Vanguard Mid Cap ETF

ETFs
39
+ 79.59%
$228.54 - $279.83 $8.91K - $10.9K
88 $24K
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.13%
$276.76 - $326.81 $1.38K - $1.63K
3.76K $1.16M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
382
New
$29.44 - $33.91 $11.2K - $13K
382 $12K
GOOGL
Alphabet Inc.

Communication Services
40
+ 21.98%
$144.7 - $178.6 $5.79K - $7.14K
222 $39K
MS
Morgan Stanley

Financial Services
10
+ 2.58%
$99.83 - $140.86 $998 - $1.41K
398 $56K
NUE
Nucor Corp

Basic Materials
75
+ 51.37%
$103.22 - $131.43 $7.74K - $9.86K
221 $28K
GE
General Electric CO

Industrials
6
+ 4.29%
$166.81 - $257.39 $1K - $1.54K
146 $37K
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.81%
$218.97 - $332.17 $219 - $332
125 $41K
SLV
I Shares Silver Trust

ETFs
101
+ 3.74%
$27.08 - $33.74 $2.74K - $3.41K
2.8K $91K
ABT
Abbott Laboratories

Healthcare
13
+ 0.72%
$123.95 - $138.08 $1.61K - $1.8K
1.82K $247K
DAL
Delta Air Lines, Inc.

Industrials
10
+ 0.76%
$35.88 - $52.99 $359 - $530
1.33K $65K
ACWI
Ishares Msci Acwi ETF

ETFs
5
+ 0.85%
$103.59 - $128.6 $518 - $643
596 $76K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
110
+ 32.93%
$39.89 - $49.46 $4.39K - $5.44K
444 $21K
LLY
Eli Lilly & CO

Healthcare
12
+ 17.91%
$713.71 - $898.95 $8.56K - $10.8K
79 $61K
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 1.19%
$452.51 - $568.19 $453 - $568
85 $46K
BX
Blackstone Inc.

Financial Services
6
+ 1.07%
$120.07 - $151.11 $720 - $907
566 $84K
DIS
Walt Disney CO

Communication Services
12
+ 8.16%
$81.72 - $124.01 $981 - $1.49K
159 $19K
ECL
Ecolab Inc.

Basic Materials
4
+ 1.79%
$225.65 - $270.95 $903 - $1.08K
228 $61K
ACN
Accenture PLC

Technology
22
+ 10.19%
$279.23 - $323.21 $6.14K - $7.11K
238 $71K
FNDE
Schwab Fundamental Emerging Mk

ETFs
118
New
$26.66 - $33.09 $3.15K - $3.9K
118 $3K
RMD
Resmed Inc

Healthcare
1
+ 1.11%
$204.54 - $258.0 $205 - $258
91 $23K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
23
+ 1.63%
$44.39 - $49.11 $1.02K - $1.13K
1.43K $68K
HON
Honeywell International Inc

Industrials
5
+ 5.49%
$182.86 - $232.88 $914 - $1.16K
96 $22K
BA
Boeing CO

Industrials
4
+ 11.43%
$136.59 - $217.51 $546 - $870
39 $8K
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.68%
$335.24 - $380.78 $2.68K - $3.05K
1.19K $434K
SYK
Stryker Corp

Healthcare
1
+ 0.81%
$337.37 - $395.63 $337 - $396
125 $49K
WM
Waste Management Inc

Industrials
16
+ 3.92%
$216.47 - $242.1 $3.46K - $3.87K
424 $97K
ICE
Intercontinental Exchange, Inc.

Financial Services
4
+ 1.6%
$151.62 - $183.47 $606 - $734
254 $46K
GS
Goldman Sachs Group Inc

Financial Services
3
New
$462.22 - $707.75 $1.39K - $2.12K
3 $2K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
116
New
$18.94 - $21.67 $2.2K - $2.51K
116 $2K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4
+ 1.14%
$45.98 - $56.15 $184 - $225
354 $19K
CSCO
Cisco Systems, Inc.

Technology
29
New
$53.19 - $69.38 $1.54K - $2.01K
29 $2K
IBM
International Business Machines Corp

Technology
8
New
$221.03 - $294.78 $1.77K - $2.36K
8 $2K
TSN
Tyson Foods, Inc.

Consumer Defensive
64
+ 32.0%
$54.33 - $63.56 $3.48K - $4.07K
264 $14K
T
At&T Inc.

Communication Services
60
+ 5.93%
$26.33 - $28.94 $1.58K - $1.74K
1.07K $30K
NOW
Service Now, Inc.

Technology
2
New
$721.65 - $1040.18 $1.44K - $2.08K
2 $2K
JCI
Johnson Controls International PLC

Industrials
13
New
$71.14 - $105.62 $925 - $1.37K
13 $1K
WELL
Welltower Inc.

Real Estate
4
+ 3.88%
$136.49 - $155.22 $546 - $621
107 $16K
HOLX
Hologic Inc

Healthcare
2
+ 0.53%
$52.73 - $65.22 $105 - $130
376 $24K
NXPI
Nxp Semiconductors N.V.

Technology
6
New
$153.5 - $218.72 $921 - $1.31K
6 $1K
PLTR
Palantir Technologies Inc.

Technology
13
New
$74.01 - $144.25 $962 - $1.88K
13 $1K
AMT
American Tower Corp

Real Estate
3
+ 3.33%
$203.96 - $228.19 $612 - $685
93 $20K
INTU
Intuit Inc

Technology
2
New
$544.07 - $787.63 $1.09K - $1.58K
2 $1K
SPGI
S&P Global Inc.

Financial Services
3
New
$438.31 - $527.29 $1.31K - $1.58K
3 $1K
PYPL
Pay Pal Holdings, Inc.

Financial Services
8
+ 36.36%
$57.41 - $74.81 $459 - $598
30 $2K
Activity Summary
Buys All Purchases 407 New Holdings 231 Increased Positions 176 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ima Wealth, Inc. Portfolio

Follow Ima Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email