Ima Wealth, Inc. New Holdings in Q2 2025

Ima Wealth, Inc.

  • $914 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
MDLZ
Mondelez International, Inc.

Consumer Defensive
12
New
$63.54 - $68.5 $762 - $822
12 $0
MAA
Mid America Apartment Communities Inc.

Real Estate
1
New
$145.91 - $168.0 $146 - $168
1 $0
PINS
Pinterest, Inc.

Communication Services
5
New
$24.21 - $35.95 $121 - $180
5 $0
NEM
Newmont Corp

Basic Materials
2
New
$44.18 - $59.46 $88.4 - $119
2 $0
Nex Tracker Inc
4
New
N/A
4 $0
PSX
Phillips 66

Energy
5
New
$92.87 - $125.73 $464 - $629
5 $0
PSN
Parsons Corp

Industrials
2
New
$58.88 - $71.77 $118 - $144
2 $0
PH
Parker Hannifin Corp

Industrials
1
New
$517.23 - $700.54 $517 - $701
1 $0
PPG
Ppg Industries Inc

Basic Materials
2
New
$91.66 - $115.04 $183 - $230
2 $0
OSK
Oshkosh Corp

Industrials
2
New
$79.17 - $113.62 $158 - $227
2 $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
1
New
$146.74 - $176.07 $147 - $176
1 $0
NTRS
Northern Trust Corp

Financial Services
2
New
$84.45 - $126.79 $169 - $254
2 $0
NSC
Norfolk Southern Corp

Industrials
2
New
$206.34 - $257.46 $413 - $515
2 $0
NDSN
Nordson Corp

Industrials
1
New
$167.51 - $223.5 $168 - $224
1 $0
NI
Nisource Inc.

Utilities
5
New
$37.11 - $40.64 $186 - $203
5 $0
MET
Metlife Inc

Financial Services
5
New
$68.42 - $82.49 $342 - $412
5 $0
SCHO
Schwab Short Term Us Treasury

ETFs
0
New
$24.19 - $24.45 $0 - $0
0 $0
YUM
Yum Brands Inc

Consumer Cyclical
1
New
$138.36 - $161.45 $138 - $161
1 $0
XEL
Xcel Energy Inc

Utilities
3
New
$65.65 - $72.39 $197 - $217
3 $0
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
3
New
$78.47 - $92.25 $235 - $277
3 $0
WMB
Williams Companies, Inc.

Energy
11
New
$54.33 - $62.87 $598 - $692
11 $0
WHR
Whirlpool Corp

Consumer Cyclical
1
New
$75.71 - $101.42 $75.7 - $101
1 $0
Dan Ives Wedbush Ai Revolution ETF
76
New
N/A
76 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1
New
$160.22 - $209.35 $160 - $209
1 $0
WEC
Wec Energy Group, Inc.

Utilities
3
New
$102.24 - $109.76 $307 - $329
3 $0
VOYA
Voya Financial, Inc.

Financial Services
2
New
$54.27 - $71.0 $109 - $142
2 $0
VST
Vistra Corp.

Utilities
2
New
$98.07 - $195.04 $196 - $390
2 $0
VRT
Vertiv Holdings CO

Industrials
1
New
N/A
1 $0
CRH.L
Crh PLC

Basic Materials
6
New
N/A
6 $0
Aptiv PLC
3
New
N/A
3 $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
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
LIVN
Liva Nova PLC

Healthcare
4
New
$33.85 - $47.6 $135 - $190
4 $0
Linde PLC
4
New
N/A
4 $0
GFS
Globalfoundries Inc.

Technology
7
New
$30.37 - $40.03 $213 - $280
7 $0
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2
New
$421.16 - $509.5 $842 - $1.02K
2 $0
VRSK
Verisk Analytics, Inc.

Industrials
3
New
$277.03 - $321.33 $831 - $964
3 $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
SQ
Block, Inc.

Technology
3
New
N/A
3 $0
SO
Southern CO

Utilities
8
New
$84.91 - $92.56 $679 - $740
8 $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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