Ima Wealth, Inc. Purchases in Q2 2025

Ima Wealth, Inc.

  • $914 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
10
New
$149.23 - $184.95 $1.49K - $1.85K
10 $1K
WFC
Wells Fargo & Company

Financial Services
24
New
$60.98 - $80.12 $1.46K - $1.92K
24 $1K
RTX
Raytheon Technologies Corp

Industrials
7
New
$113.75 - $148.48 $796 - $1.04K
7 $1K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
6
+ 2.32%
$33.19 - $40.78 $199 - $245
265 $10K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
7
New
$212.1 - $244.27 $1.48K - $1.71K
7 $1K
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 7.26%
$285.55 - $321.23 $3.71K - $4.18K
192 $56K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
4
New
$177.93 - $313.14 $712 - $1.25K
4 $1K
HCA
Hca Healthcare, Inc.

Healthcare
3
New
$317.61 - $387.52 $953 - $1.16K
3 $1K
TMUS
T Mobile Us, Inc.

Communication Services
5
New
$220.99 - $268.54 $1.1K - $1.34K
5 $1K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.32%
$233.83 - $276.34 $234 - $276
309 $82K
RMBS
Rambus Inc

Technology
4
New
$42.9 - $64.02 $172 - $256
4 $0
PANW
Palo Alto Networks Inc

Technology
4
New
$152.44 - $204.64 $610 - $819
4 $0
Ralliant Corp
4.18K
New
N/A
4.18K $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
1
New
$146.74 - $176.07 $147 - $176
1 $0
RJF
Raymond James Financial Inc

Financial Services
1
New
$123.65 - $153.88 $124 - $154
1 $0
O
Realty Income Corp

Real Estate
3
New
$52.27 - $58.52 $157 - $176
3 $0
NTRS
Northern Trust Corp

Financial Services
2
New
$84.45 - $126.79 $169 - $254
2 $0
NSC
Norfolk Southern Corp

Industrials
2
New
$206.34 - $257.46 $413 - $515
2 $0
OSK
Oshkosh Corp

Industrials
2
New
$79.17 - $113.62 $158 - $227
2 $0
PPG
Ppg Industries Inc

Basic Materials
2
New
$91.66 - $115.04 $183 - $230
2 $0
DGX
Quest Diagnostics Inc

Healthcare
1
New
N/A
1 $0
PSX
Phillips 66

Energy
5
New
$92.87 - $125.73 $464 - $629
5 $0
PINS
Pinterest, Inc.

Communication Services
5
New
$24.21 - $35.95 $121 - $180
5 $0
POWI
Power Integrations Inc

Technology
8
New
$42.13 - $59.01 $337 - $472
8 $0
QRVO
Qorvo, Inc.

Technology
3
New
$50.81 - $84.91 $152 - $255
3 $0
PGR
Progressive Corp

Financial Services
3
New
$255.27 - $288.74 $766 - $866
3 $0
PFE
Pfizer Inc

Healthcare
28
+ 4.11%
$21.59 - $24.84 $605 - $696
710 $17K
PLD
Prologis, Inc.

Real Estate
2
New
$89.76 - $112.34 $180 - $225
2 $0
PEG
Public Service Enterprise Group Inc

Utilities
5
New
$77.13 - $84.18 $386 - $421
5 $0
PHM
Pultegroup Inc

Consumer Cyclical
3
New
$92.02 - $106.54 $276 - $320
3 $0
PSN
Parsons Corp

Industrials
2
New
$58.88 - $71.77 $118 - $144
2 $0
PWR
Quanta Services, Inc.

Industrials
1
New
$239.47 - $381.26 $239 - $381
1 $0
PH
Parker Hannifin Corp

Industrials
1
New
$517.23 - $700.54 $517 - $701
1 $0
VGSH
Vanguard

ETFs
10
+ 1.04%
$58.32 - $58.95 $583 - $590
967 $56K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
3
New
$78.47 - $92.25 $235 - $277
3 $0
WMB
Williams Companies, Inc.

Energy
11
New
$54.33 - $62.87 $598 - $692
11 $0
WHR
Whirlpool Corp

Consumer Cyclical
1
New
$75.71 - $101.42 $75.7 - $101
1 $0
Dan Ives Wedbush Ai Revolution ETF
76
New
N/A
76 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1
New
$160.22 - $209.35 $160 - $209
1 $0
WEC
Wec Energy Group, Inc.

Utilities
3
New
$102.24 - $109.76 $307 - $329
3 $0
VOYA
Voya Financial, Inc.

Financial Services
2
New
$54.27 - $71.0 $109 - $142
2 $0
VST
Vistra Corp.

Utilities
2
New
$98.07 - $195.04 $196 - $390
2 $0
VRT
Vertiv Holdings CO

Industrials
1
New
N/A
1 $0
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2
New
$421.16 - $509.5 $842 - $1.02K
2 $0
VRSK
Verisk Analytics, Inc.

Industrials
3
New
$277.03 - $321.33 $831 - $964
3 $0
VZ
Verizon Communications Inc

Communication Services
27
+ 5.13%
$41.67 - $45.62 $1.13K - $1.23K
553 $23K
Veralto Corp
2
+ 0.03%
N/A
7.59K $0
XEL
Xcel Energy Inc

Utilities
3
New
$65.65 - $72.39 $197 - $217
3 $0
YUM
Yum Brands Inc

Consumer Cyclical
1
New
$138.36 - $161.45 $138 - $161
1 $0
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
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