Ima Wealth, Inc. Incresed Positions in Q1 2025

Ima Wealth, Inc.

  • $841 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSCU
Invesco Exc Self Ind Tr

ETFs
765K
+ 158.63%
$16.2 - $16.64 $12.4M - $12.7M
1.25M $20.7M
JCPB
J P Morgan Exchange Traded Fd

ETFs
215K
+ 82.39%
$45.56 - $47.23 $9.81M - $10.2M
476K $22.4M
VV
Vanguard Large Cap ETF

ETFs
40.9K
+ 24.42%
$253.32 - $282.66 $10.4M - $11.6M
208K $53.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
194K
+ 7.22%
$27.01 - $28.54 $5.24M - $5.54M
2.88M $80.6M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
295K
+ 2583.63%
$21.04 - $21.64 $6.21M - $6.38M
306K $6.46M
FPE
First Tr Pfd Secs & Income ETF

ETFs
121K
+ 60.59%
$17.53 - $17.87 $2.13M - $2.17M
321K $5.65M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.5K
+ 8.35%
$71.17 - $73.66 $1.1M - $1.14M
201K $14.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.2K
+ 3.66%
$18.36 - $20.51 $279K - $312K
430K $8.51M
SHV
Ishares Tr

ETFs
7.21K
+ 42.84%
$110.11 - $110.51 $793K - $796K
24K $2.65M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.8K
+ 9.04%
$56.51 - $62.98 $441K - $491K
94.1K $5.71M
SCHV
Schwab Strategic Tr Us Large C

ETFs
20.6K
+ 93.85%
$25.77 - $27.6 $531K - $569K
42.6K $1.13M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1.84K
+ 4.07%
$69.81 - $78.9 $129K - $145K
47.2K $3.67M
CI
Cigna Corp

Healthcare
77
+ 1.02%
$274.49 - $329.0 $21.1K - $25.3K
7.63K $2.51M
MELI
Mercadolibre Inc

Consumer Cyclical
19
+ 1.34%
$1739.0 - $2260.0 $33K - $42.9K
1.44K $2.81M
AVEM
American Centy ETF Tr Avantis

ETFs
2.29K
+ 7.06%
$57.11 - $62.4 $130K - $143K
34.7K $2.09M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.2K
+ 4.64%
$33.57 - $37.22 $40.4K - $44.8K
27.1K $973K
VEA
Vanguard Ftse Developed Market

ETFs
2
+ 0.01%
$47.4 - $52.99 $94.8 - $106
24.5K $1.25M
GLD
Spdr Gold Trust

ETFs
49
+ 4.13%
$243.19 - $288.14 $11.9K - $14.1K
1.24K $355K
VT
Vanguard Total World Stk Index

ETFs
561
+ 7.34%
$115.08 - $123.97 $64.6K - $69.5K
8.2K $951K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
172
+ 2.43%
$114.57 - $118.14 $19.7K - $20.3K
7.26K $857K
EAOR
Ishares Esg Aware Growth Alloc

Technology
1.16K
+ 6.42%
$31.02 - $32.41 $36.1K - $37.7K
19.3K $604K
AOK
Ishares Tr Core Conservative A

ETFs
45
+ 0.65%
$36.86 - $38.15 $1.66K - $1.72K
6.92K $260K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
35
+ 0.26%
$45.21 - $50.33 $1.58K - $1.76K
13.3K $607K
FDX
Fedex Corp

Industrials
17
+ 0.89%
$230.33 - $281.53 $3.92K - $4.79K
1.93K $470K
AMD
Advanced Micro Devices Inc

Technology
1.95K
+ 12.28%
$96.63 - $129.55 $189K - $253K
17.9K $1.84M
XPO
Xpo Logistics, Inc.

Industrials
199
+ 4.31%
$106.12 - $148.16 $21.1K - $29.5K
4.82K $517K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
36
+ 0.16%
$57.21 - $65.8 $2.06K - $2.37K
22.7K $1.33M
RGEN
Repligen Corp

Healthcare
39
+ 0.54%
$127.24 - $174.24 $4.96K - $6.8K
7.3K $928K
META
Meta Platforms, Inc.

Communication Services
60
+ 0.47%
$576.36 - $736.67 $34.6K - $44.2K
12.7K $7.32M
PABU
Ishares Tr Ishares Paris Align

ETFs
87
+ 0.18%
$59.33 - $66.86 $5.16K - $5.82K
47.5K $2.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
538
+ 2.03%
$551.42 - $612.93 $297K - $330K
27K $15.1M
AVGO
Broadcom Inc.

Technology
144
+ 1.57%
$167.43 - $244.7 $24.1K - $35.2K
9.33K $1.56M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
7.88K
+ 0.96%
$21.23 - $23.75 $167K - $187K
828K $17.8M
PSTG
Pure Storage, Inc.

Technology
1.21K
+ 2.47%
$44.27 - $72.37 $53.7K - $87.7K
50.3K $2.23M
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.7K
+ 2.57%
$23.16 - $27.04 $270K - $316K
466K $10.9M
GOOG
Alphabet Inc.

Communication Services
576
+ 2.13%
$156.06 - $207.71 $89.9K - $120K
27.6K $4.32M
Activity Summary
Buys All Purchases 216 New Holdings 179 Increased Positions 37 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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