Ima Wealth, Inc. Purchases in Q2 2025

Ima Wealth, Inc.

  • $914 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
12
New
$55.56 - $60.91 $667 - $731
12 $0
AEE
Ameren Corp

Utilities
2
New
$94.23 - $101.68 $188 - $203
2 $0
BYD
Boyd Gaming Corp

Consumer Cyclical
6
New
$60.8 - $79.02 $365 - $474
6 $0
Black Rock Inc
1
New
N/A
1 $0
Bitwise Bitcoin ETF Trust
130
New
N/A
130 $0
BILL
Bill.Com Holdings, Inc.

Technology
1
New
$37.81 - $48.03 $37.8 - $48
1 $0
BK
Bank Of New York Mellon Corp

Financial Services
7
New
$73.31 - $91.62 $513 - $641
7 $0
BKR
Baker Hughes CO

Energy
12
New
$35.0 - $44.92 $420 - $539
12 $0
Astera Labs Inc
2.23K
+ 38.38%
N/A
8.04K $0
Arista Networks Inc Com Usd0.0001 (Pst Rev Spt)
8
New
N/A
8 $0
AR
Antero Resources Corp

Energy
5
New
$31.92 - $43.78 $160 - $219
5 $0
Annaly Capital Management Inc
8
New
N/A
8 $0
APH
Amphenol Corp

Technology
8
New
$59.09 - $98.75 $473 - $790
8 $0
AMKR
Amkor Technology, Inc.

Technology
16
New
$14.88 - $21.18 $238 - $339
16 $0
AMGN
Amgen Inc

Healthcare
2
New
$262.28 - $309.85 $525 - $620
2 $0
AME
Ametek Inc

Industrials
2
New
$151.41 - $182.75 $303 - $366
2 $0
Amentum Holdings Inc
7
New
N/A
7 $0
CMI
Cummins Inc

Industrials
1
New
$267.12 - $336.65 $267 - $337
1 $0
NDSN
Nordson Corp

Industrials
1
New
$167.51 - $223.5 $168 - $224
1 $0
MGM
Mgm Resorts International

Consumer Cyclical
5
New
$25.79 - $34.95 $129 - $175
5 $0
MTG
Mgic Investment Corp

Financial Services
6
New
$22.43 - $28.1 $135 - $169
6 $0
EL
Estee Lauder Companies Inc

Consumer Defensive
2
New
$50.06 - $80.8 $100 - $162
2 $0
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
2
New
$50.56 - $59.57 $101 - $119
2 $0
Lam Research Corp
2
New
N/A
2 $0
Labcorp Holdings Inc
1
+ 2.33%
N/A
44 $0
LPLA
Lpl Financial Holdings Inc.

Financial Services
1
New
$283.31 - $388.96 $283 - $389
1 $0
KLAC
Kla Corp

Technology
1
New
$576.53 - $902.94 $577 - $903
1 $0
JLL
Jones Lang Lasalle Inc

Real Estate
1
New
$204.57 - $256.96 $205 - $257
1 $0
HMNY
Helios And Matheson Analytics Inc.

Technology
8
New
N/A
8 $0
IONS
Ionis Pharmaceuticals Inc

Healthcare
5
New
$25.51 - $40.0 $128 - $200
5 $0
Invesco Bullet Shares 2031 Hy Corp Bd ETF
110
+ 1.1%
N/A
10.1K $0
IFF
International Flavors & Fragrances Inc

Basic Materials
2
New
$66.85 - $79.33 $134 - $159
2 $0
INTC
Intel Corp

Technology
13
New
$18.13 - $22.69 $236 - $295
13 $0
PODD
Insulet Corp

Healthcare
1
New
$238.57 - $327.47 $239 - $327
1 $0
Ingram Micro Holding Corp
8
New
N/A
8 $0
MKSI
Mks Instruments Inc

Technology
4
New
$58.78 - $100.27 $235 - $401
4 $0
MSCI
Msci Inc.

Financial Services
1
New
$506.56 - $576.74 $507 - $577
1 $0
NI
Nisource Inc.

Utilities
5
New
$37.11 - $40.64 $186 - $203
5 $0
NEE
Nextera Energy Inc

Utilities
12
+ 2.4%
$64.11 - $75.0 $769 - $900
512 $35K
Nex Tracker Inc
4
New
N/A
4 $0
NEM
Newmont Corp

Basic Materials
2
New
$44.18 - $59.46 $88.4 - $119
2 $0
NBIX
Neurocrine Biosciences Inc

Healthcare
1
New
$87.54 - $128.18 $87.5 - $128
1 $0
NTAP
Net App, Inc.

Technology
4
New
$76.1 - $106.55 $304 - $426
4 $0
NFG
National Fuel Gas CO

Energy
3
New
$73.0 - $86.01 $219 - $258
3 $0
NDAQ
Nasdaq, Inc.

Financial Services
4
New
$66.4 - $89.42 $266 - $358
4 $0
MSI
Motorola Solutions, Inc.

Technology
1
New
$394.72 - $440.39 $395 - $440
1 $0
MCO
Moodys Corp

Financial Services
1
New
$396.7 - $501.59 $397 - $502
1 $0
MPWR
Monolithic Power Systems Inc

Technology
1
New
$455.19 - $737.73 $455 - $738
1 $0
MDB
Mongo Db, Inc.

Technology
1
New
$145.85 - $225.38 $146 - $225
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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