Ima Wealth, Inc. New Holdings in Q1 2025

Ima Wealth, Inc.

  • $841 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
470K
New
$113.22 - $126.36 $53.2M - $59.4M
470K $54M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.07M
New
$18.18 - $18.58 $19.4M - $19.8M
1.07M $19.8M
UITB
Usaa ETF Tr Core Intermediate

ETFs
183K
New
$45.41 - $47.18 $8.31M - $8.63M
183K $8.59M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
135K
New
$48.31 - $49.23 $6.54M - $6.66M
135K $6.65M
IFRA
Ishares Tr

ETFs
26.5K
New
$44.8 - $49.25 $1.19M - $1.3M
26.5K $1.19M
AMAT
Applied Materials Inc

Technology
5.97K
New
$145.06 - $195.51 $866K - $1.17M
5.97K $866K
ASML
Asml Holding Nv

Technology
995
New
$662.63 - $776.99 $659K - $773K
995 $659K
ALL
Allstate Corp

Financial Services
1.21K
New
$180.99 - $210.18 $218K - $253K
1.21K $249K
G
Genpact LTD

Technology
4.61K
New
$42.88 - $55.54 $198K - $256K
4.61K $232K
VB
Vanguard Small Cap ETF

ETFs
960
New
$217.89 - $252.64 $209K - $243K
960 $212K
CHSCL
Chs Inc

Consumer Defensive
6.9K
New
$25.51 - $26.26 $176K - $181K
6.9K $178K
AXP
American Express CO

Financial Services
644
New
$255.39 - $325.87 $164K - $210K
644 $173K
APD
Air Products & Chemicals, Inc.

Basic Materials
560
New
$283.24 - $338.07 $159K - $189K
560 $165K
DE
Deere & CO

Industrials
348
New
$408.57 - $509.27 $142K - $177K
348 $163K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.99K
New
$49.25 - $50.66 $147K - $152K
2.99K $148K
EXPE
Expedia Group, Inc.

Consumer Cyclical
874
New
$157.11 - $206.52 $137K - $180K
874 $146K
UTG
Reaves Utility Income Fund

Financial Services
4K
New
$31.08 - $34.42 $124K - $138K
4K $130K
CAH
Cardinal Health Inc

Healthcare
946
New
$118.02 - $137.77 $112K - $130K
946 $130K
XLU
Utilities Sector Spdr

ETFs
1.63K
New
$74.7 - $80.27 $122K - $131K
1.63K $128K
CNC
Centene Corp

Healthcare
1.94K
New
$55.93 - $65.89 $109K - $128K
1.94K $118K
IVV
Ishares Core S&P 500 ETF

ETFs
209
New
$554.06 - $615.85 $116K - $129K
209 $117K
NET
Cloudflare, Inc.

Technology
996
New
$110.71 - $176.5 $110K - $176K
996 $112K
UBER
Uber Technologies, Inc

Technology
1.5K
New
$63.17 - $81.49 $94.9K - $122K
1.5K $109K
CL
Colgate Palmolive CO

Consumer Defensive
1.11K
New
$85.68 - $97.5 $95.1K - $108K
1.11K $104K
ORCL
Oracle Corp

Technology
730
New
$139.81 - $186.47 $102K - $136K
730 $102K
MUB
Ishares National Muni Bond ETF

ETFs
936
New
$104.71 - $107.69 $98K - $101K
936 $98K
GPN
Global Payments Inc

Industrials
1K
New
$92.18 - $113.03 $92.2K - $113K
1K $97K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.03K
New
$92.45 - $106.69 $95.3K - $110K
1.03K $95K
WM
Waste Management Inc

Industrials
408
New
$200.54 - $233.78 $81.8K - $95.4K
408 $94K
BMY
Bristol Myers Squibb CO

Healthcare
1.53K
New
$53.9 - $63.11 $82.2K - $96.2K
1.53K $93K
SCHW
Schwab Charles Corp

Financial Services
1.15K
New
$71.24 - $83.64 $81.9K - $96.2K
1.15K $90K
AON
Aon PLC

Financial Services
222
New
$348.44 - $409.32 $77.4K - $90.9K
222 $88K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.82K
New
$45.22 - $52.17 $82.3K - $95K
1.82K $87K
VTRS
Viatris Inc

Healthcare
9.76K
New
$8.68 - $12.42 $84.7K - $121K
9.76K $85K
IVE
Ishares S&P 500 Value ETF

ETFs
438
New
$185.78 - $198.58 $81.4K - $87K
438 $83K
SLV
I Shares Silver Trust

ETFs
2.7K
New
$26.93 - $31.32 $72.7K - $84.6K
2.7K $83K
SJM
J M Smucker CO

Consumer Defensive
706
New
$100.41 - $118.41 $70.9K - $83.6K
706 $83K
PEP
Pepsico Inc

Consumer Defensive
547
New
$142.64 - $156.42 $78K - $85.6K
547 $82K
TRV
Travelers Companies, Inc.

Financial Services
308
New
$232.43 - $265.13 $71.6K - $81.7K
308 $81K
TFC
Truist Financial Corp

Financial Services
1.96K
New
$39.48 - $48.15 $77.4K - $94.4K
1.96K $80K
XLP
Consumer Staples Sector Spdr

ETFs
1.06K
New
N/A
1.06K $80K
CPRT
Copart Inc

Consumer Cyclical
1.43K
New
$52.3 - $59.83 $74.8K - $85.6K
1.43K $80K
BX
Blackstone Inc.

Financial Services
560
New
$136.53 - $186.74 $76.5K - $105K
560 $78K
NVS
Novartis Ag

Healthcare
640
New
$97.14 - $115.57 $62.2K - $74K
640 $71K
EVRG
Evergy, Inc.

Utilities
1K
New
$59.9 - $69.52 $59.9K - $69.5K
1K $68K
ACWI
Ishares Msci Acwi ETF

ETFs
591
New
$115.16 - $124.13 $68.1K - $73.4K
591 $68K
AZN
Astrazeneca PLC

Healthcare
912
New
$65.37 - $77.96 $59.6K - $71.1K
912 $67K
ACN
Accenture PLC

Technology
216
New
$300.91 - $398.25 $65K - $86K
216 $67K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
1.41K
New
$46.06 - $46.94 $64.9K - $66.2K
1.41K $65K
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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