Ima Wealth, Inc. Purchases in Q2 2025

Ima Wealth, Inc.

  • $914 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CRH.L
Crh PLC

Basic Materials
6
New
N/A
6 $0
CNHI
Cnh Industrial N.V.

Industrials
12
New
N/A
12 $0
GRMN
Garmin LTD

Technology
1
New
$173.63 - $218.07 $174 - $218
1 $0
CB
Chubb LTD

Financial Services
3
+ 2.94%
$274.32 - $302.46 $823 - $907
105 $30K
Bunge LTD
2
New
N/A
2 $0
TT
Trane Technologies PLC

Industrials
2
New
$315.21 - $437.41 $630 - $875
2 $0
STE
Steris PLC

Healthcare
1
New
$208.55 - $252.55 $209 - $253
1 $0
ROIV
Roivant Sciences Ltd.

Healthcare
11
New
$9.08 - $11.62 $99.9 - $128
11 $0
NVT
N Vent Electric PLC

Industrials
3
New
$45.2 - $73.35 $136 - $220
3 $0
MDT
Medtronic PLC

Healthcare
11
New
$80.68 - $88.86 $887 - $977
11 $0
Linde PLC
4
New
N/A
4 $0
GFS
Globalfoundries Inc.

Technology
7
New
$30.37 - $40.03 $213 - $280
7 $0
Aptiv PLC
3
New
N/A
3 $0
VTR
Ventas, Inc.

Real Estate
5
New
$62.45 - $70.08 $312 - $350
5 $0
DELL
Dell Technologies Inc.

Technology
2
New
$71.63 - $125.98 $143 - $252
2 $0
MTN
Vail Resorts Inc

Consumer Cyclical
1
New
$131.42 - $164.64 $131 - $165
1 $0
SOFI
So Fi Technologies, Inc.

Financial Services
20
New
$9.5 - $18.21 $190 - $364
20 $0
SNOW
Snowflake Inc.

Technology
1
New
$130.53 - $223.77 $131 - $224
1 $0
SNA
Snap On Inc

Industrials
2
New
$292.36 - $342.2 $585 - $684
2 $0
SPG
Simon Property Group Inc

Real Estate
5
New
$140.37 - $171.44 $702 - $857
5 $0
SRE
Sempra Energy

Utilities
7
New
$63.78 - $78.91 $446 - $552
7 $0
SCHO
Schwab Short Term Us Treasury

ETFs
0
New
$24.19 - $24.45 $0 - $0
0 $0
OLED
Universal Display Corp Pa

Technology
1
New
$106.6 - $161.02 $107 - $161
1 $0
SNDR
Schneider National, Inc.

Industrials
9
New
$21.06 - $24.75 $190 - $223
9 $0
HSIC
Henry Schein Inc

Healthcare
2
New
$62.7 - $73.66 $125 - $147
2 $0
RGLD
Royal Gold Inc

Basic Materials
2
New
$155.48 - $186.71 $311 - $373
2 $0
ROP
Roper Technologies Inc

Industrials
1
New
$519.19 - $590.78 $519 - $591
1 $0
RBLX
Roblox Corp

Communication Services
2
New
$51.22 - $105.59 $102 - $211
2 $0
HOOD
Robinhood Markets, Inc.

Technology
3
New
$34.17 - $93.63 $103 - $281
3 $0
SSB
South State Corp

Financial Services
1
New
$80.59 - $94.67 $80.6 - $94.7
1 $0
SO
Southern CO

Utilities
8
New
$84.91 - $92.56 $679 - $740
8 $0
SQ
Block, Inc.

Technology
3
New
N/A
3 $0
UHS
Universal Health Services Inc

Healthcare
1
New
$157.05 - $197.94 $157 - $198
1 $0
U
Unity Software Inc.

Technology
9
New
$16.75 - $26.24 $151 - $236
9 $0
PATH
Ui Path, Inc.

Technology
13
New
$9.79 - $13.31 $127 - $173
13 $0
UGI
Ugi Corp

Utilities
6
New
$30.18 - $36.59 $181 - $220
6 $0
TTD
Trade Desk, Inc.

Technology
3
New
$45.27 - $79.4 $136 - $238
3 $0
TTEK
Tetra Tech Inc

Industrials
5
New
$28.01 - $36.25 $140 - $181
5 $0
TER
Teradyne, Inc

Technology
3
New
$67.96 - $91.05 $204 - $273
3 $0
TXG
10x Genomics, Inc.

Healthcare
18
New
$7.14 - $11.73 $129 - $211
18 $0
TRGP
Targa Resources Corp.

Energy
1
New
$157.32 - $205.72 $157 - $206
1 $0
TTWO
Take Two Interactive Software Inc

Communication Services
1
New
$194.58 - $243.05 $195 - $243
1 $0
SNPS
Synopsys Inc

Technology
1
New
$380.9 - $517.66 $381 - $518
1 $0
STLD
Steel Dynamics Inc

Basic Materials
2
New
N/A
2 $0
STT
State Street Corp

Financial Services
5
New
$75.33 - $106.34 $377 - $532
5 $0
RNG
Ring Central, Inc.

Technology
6
New
$21.51 - $28.36 $129 - $170
6 $0
Fidelity Enhanced International ETF
4
+ 1.08%
N/A
374 $0
DVN
Devon Energy Corp

Energy
6
New
$26.8 - $37.92 $161 - $228
6 $0
DTE
Dte Energy CO

Utilities
2
New
$127.39 - $139.49 $255 - $279
2 $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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