Ima Wealth, Inc. Incresed Positions in Q4 2024

Ima Wealth, Inc.

  • $829 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.62K
+ 495.41%
$521.84 - $558.82 $2.93M - $3.14M
6.75K $3.64M
AVGO
Broadcom Inc.

Technology
7.89K
+ 609.27%
$159.67 - $250.0 $1.26M - $1.97M
9.19K $2.13M
PSTG
Pure Storage, Inc.

Technology
23.6K
+ 92.48%
$48.19 - $66.6 $1.14M - $1.57M
49.1K $3.01M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.7K
+ 182.82%
$61.68 - $67.87 $905K - $996K
22.7K $1.41M
SCHG
Schwab Strategic Tr Us Large C

ETFs
188K
+ 323.82%
$25.93 - $105.3 $4.87M - $19.8M
246K $6.86M
GOOG
Alphabet Inc.

Communication Services
1.06K
+ 4.08%
$163.08 - $198.16 $173K - $210K
27.1K $5.16M
BSCU
Invesco Exc Self Ind Tr

ETFs
60.7K
+ 14.41%
$16.32 - $16.99 $991K - $1.03M
482K $7.89M
JCPB
J P Morgan Exchange Traded Fd

ETFs
26.1K
+ 11.11%
$46.07 - $48.17 $1.2M - $1.26M
261K $12M
V
Visa Inc.

Financial Services
87
+ 0.73%
$273.87 - $320.91 $23.8K - $27.9K
12.1K $3.81M
BSJR
Invesco Indx Tr

ETFs
21.8K
+ 11.69%
$22.37 - $22.7 $488K - $495K
208K $4.67M
C
Citigroup Inc

Financial Services
1.18K
+ 2.86%
$61.31 - $72.5 $72.2K - $85.4K
42.4K $2.98M
QQQ
Invesco Qqq Trust, Series 1

ETFs
605
+ 30.23%
$481.22 - $538.17 $291K - $326K
2.61K $1.33M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
304K
+ 206.9%
$27.54 - $83.04 $8.37M - $25.2M
451K $12.5M
META
Meta Platforms, Inc.

Communication Services
103
+ 0.82%
$554.08 - $632.68 $57.1K - $65.2K
12.6K $7.45M
SCHA
Schwab Strategic Tr Us Small C

ETFs
230K
+ 103.02%
$25.33 - $51.16 $5.84M - $11.8M
454K $11.7M
XPO
Xpo Logistics, Inc.

Industrials
704
+ 18.0%
$105.35 - $158.2 $74.2K - $111K
4.62K $605K
BAC
Bank Of America Corp

Financial Services
1
+ 0.0%
$39.22 - $47.77 $39.2 - $47.8
38.4K $1.69M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
542K
+ 195.5%
$22.01 - $66.82 $11.9M - $36.2M
820K $18.6M
GLD
Spdr Gold Trust

ETFs
610
+ 105.9%
$236.59 - $257.5 $144K - $157K
1.19K $287K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
14K
+ 2.27%
$19.42 - $19.76 $273K - $277K
633K $12.3M
MA
Mastercard Inc

Financial Services
31
+ 1.72%
$491.3 - $536.15 $15.2K - $16.6K
1.83K $963K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.21M
+ 193.22%
$22.4 - $68.28 $27.2M - $82.9M
1.84M $42.7M
OTEX
Open Text Corp

Technology
6.87K
+ 25.23%
$27.37 - $34.05 $188K - $234K
34.1K $965K
CVX
Chevron Corp

Energy
603
+ 4.05%
$141.15 - $162.53 $85.1K - $98K
15.5K $2.24M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.49K
+ 12.01%
$25.3 - $26.31 $37.6K - $39.1K
13.9K $354K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
626
+ 5.8%
$21.34 - $21.82 $13.4K - $13.7K
11.4K $244K
SCHV
Schwab Strategic Tr Us Large C

ETFs
14.6K
+ 200.0%
$25.79 - $80.4 $377K - $1.18M
22K $572K
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.81K
+ 1.75%
$46.68 - $47.95 $224K - $230K
280K $13.2M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.04K
+ 4.17%
$33.93 - $38.37 $35.2K - $39.8K
25.9K $890K
FPE
First Tr Pfd Secs & Income ETF

ETFs
488
+ 0.24%
$17.65 - $18.18 $8.61K - $8.87K
200K $3.54M
MSFT
Microsoft Corp

Technology
133
+ 0.63%
$406.35 - $454.46 $54K - $60.4K
21.2K $8.93M
ABBV
Abb Vie Inc.

Healthcare
170
+ 1.6%
$164.99 - $203.87 $28K - $34.7K
10.8K $1.91M
AVEM
American Centy ETF Tr Avantis

ETFs
38
+ 0.12%
$58.59 - $66.14 $2.23K - $2.51K
32.4K $1.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.3K
+ 2.37%
$71.75 - $75.11 $308K - $323K
186K $13.4M
TGT
Target Corp

Consumer Defensive
246
+ 1.67%
$121.59 - $160.69 $29.9K - $39.5K
15K $2.03M
CARR
Carrier Global Corp

Industrials
187
+ 0.71%
$66.69 - $82.65 $12.5K - $15.5K
26.5K $1.81M
MELI
Mercadolibre Inc

Consumer Cyclical
91
+ 6.84%
$1666.0 - $2117.3 $152K - $193K
1.42K $2.42M
AMD
Advanced Micro Devices Inc

Technology
2.24K
+ 16.4%
$118.88 - $172.8 $267K - $388K
15.9K $1.92M
MU
Micron Technology Inc

Technology
1.03K
+ 4.78%
$84.16 - $113.41 $86.3K - $116K
22.5K $1.89M
QCOM
Qualcomm Inc

Technology
220
+ 0.78%
$150.4 - $178.04 $33.1K - $39.2K
28.3K $4.35M
CI
Cigna Corp

Healthcare
135
+ 1.82%
$265.59 - $358.58 $35.9K - $48.4K
7.55K $2.09M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
211K
+ 103.17%
$18.41 - $40.87 $3.88M - $8.61M
415K $7.68M
Activity Summary
Buys All Purchases 79 New Holdings 36 Increased Positions 43 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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