Ima Wealth, Inc. New Holdings in Q1 2025

Ima Wealth, Inc.

  • $841 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
68
New
$828.4 - $1058.6 $56.3K - $72K
68 $63K
CHKP
Check Point Software Technologies LTD

Technology
274
New
$179.88 - $231.31 $49.3K - $63.4K
274 $62K
TXN
Texas Instruments Inc

Technology
314
New
N/A
314 $61K
CLX
Clorox CO

Consumer Defensive
397
New
$141.76 - $162.89 $56.3K - $64.7K
397 $58K
DAL
Delta Air Lines, Inc.

Industrials
1.32K
New
$43.6 - $69.06 $57.5K - $91.1K
1.32K $57K
OKE
Oneok Inc

Energy
579
New
$89.57 - $109.85 $51.9K - $63.6K
579 $57K
VGSH
Vanguard

ETFs
957
New
$58.07 - $58.69 $55.6K - $56.2K
957 $56K
ECL
Ecolab Inc.

Basic Materials
224
New
$229.72 - $269.82 $51.5K - $60.4K
224 $56K
SHW
Sherwin Williams CO

Basic Materials
161
New
$330.16 - $365.55 $53.2K - $58.9K
161 $56K
LLY
Eli Lilly & CO

Healthcare
67
New
$725.72 - $929.72 $48.6K - $62.3K
67 $55K
MCD
Mcdonalds Corp

Consumer Cyclical
179
New
$279.74 - $321.29 $50.1K - $57.5K
179 $55K
UPS
United Parcel Service Inc

Industrials
497
New
$109.66 - $136.26 $54.5K - $67.7K
497 $54K
PSA
Public Storage

Real Estate
178
New
$288.99 - $313.98 $51.4K - $55.9K
178 $53K
HELE
Helen Of Troy LTD

Consumer Defensive
963
New
$50.39 - $66.75 $48.5K - $64.3K
963 $51K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
830
New
$43.79 - $57.46 $36.3K - $47.7K
830 $47K
CAT
Caterpillar Inc

Industrials
145
New
$326.75 - $407.63 $47.4K - $59.1K
145 $47K
SYK
Stryker Corp

Healthcare
124
New
$355.18 - $399.9 $44K - $49.6K
124 $46K
WDAY
Workday, Inc.

Technology
200
New
$233.53 - $277.82 $46.7K - $55.6K
200 $46K
MS
Morgan Stanley

Financial Services
388
New
$111.68 - $141.08 $43.3K - $54.7K
388 $45K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
961
New
$34.58 - $45.97 $33.2K - $44.2K
961 $44K
ICE
Intercontinental Exchange, Inc.

Financial Services
250
New
$142.8 - $176.36 $35.7K - $44.1K
250 $43K
UNP
Union Pacific Corp

Industrials
180
New
$225.21 - $254.42 $40.5K - $45.8K
180 $42K
MLM
Martin Marietta Materials Inc

Basic Materials
84
New
$460.39 - $552.64 $38.7K - $46.4K
84 $40K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
338
New
$117.4 - $131.02 $39.7K - $44.3K
338 $40K
GILD
Gilead Sciences, Inc.

Healthcare
349
New
$89.14 - $117.41 $31.1K - $41K
349 $39K
CROX
Crocs, Inc.

Consumer Cyclical
374
New
$88.83 - $112.59 $33.2K - $42.1K
374 $39K
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.5K
New
$23.24 - $26.16 $34.9K - $39.3K
1.5K $38K
COP
Conocophillips

Energy
351
New
$88.6 - $105.85 $31.1K - $37.2K
351 $36K
HES
Hess Corp

Energy
224
New
$135.42 - $160.52 $30.3K - $36K
224 $35K
CRS
Carpenter Technology Corp

Industrials
196
New
$172.39 - $212.53 $33.8K - $41.7K
196 $35K
NEE
Nextera Energy Inc

Utilities
500
New
$66.96 - $76.16 $33.5K - $38.1K
500 $35K
TPL
Texas Pacific Land Corp

Energy
27
New
$1180.08 - $1431.01 $31.9K - $38.6K
27 $35K
TMO
Thermo Fisher Scientific Inc.

Healthcare
70
New
$497.6 - $606.74 $34.8K - $42.5K
70 $34K
AEP
American Electric Power CO Inc

Utilities
318
New
$90.32 - $109.27 $28.7K - $34.7K
318 $34K
DVY
Ishares Tr

ETFs
250
New
$128.58 - $138.1 $32.1K - $34.5K
250 $33K
IJK
Ishares S&P Midcap 400 Growth

ETFs
408
New
$81.62 - $96.63 $33.3K - $39.4K
408 $33K
ROK
Rockwell Automation, Inc

Industrials
124
New
$255.29 - $303.75 $31.7K - $37.7K
124 $32K
BLDR
Builders First Source, Inc.

Industrials
252
New
$122.8 - $173.51 $30.9K - $43.7K
252 $31K
CB
Chubb LTD

Financial Services
102
New
$257.71 - $301.99 $26.3K - $30.8K
102 $30K
BKH
Black Hills Corp

Utilities
500
New
$55.74 - $61.86 $27.9K - $30.9K
500 $30K
GOOGL
Alphabet Inc.

Communication Services
182
New
$154.33 - $206.19 $28.1K - $37.5K
182 $28K
CBSH
Commerce Bancshares Inc

Financial Services
459
New
$58.85 - $68.59 $27K - $31.5K
459 $28K
T
At&T Inc.

Communication Services
1.01K
New
$21.56 - $28.28 $21.8K - $28.6K
1.01K $28K
XLRE
Select Sector Spdr Tr Real Est

ETFs
670
New
$39.18 - $43.52 $26.3K - $29.2K
670 $28K
GE
General Electric CO

Industrials
140
New
$168.59 - $212.13 $23.6K - $29.7K
140 $28K
FDVV
Fidelity High Dividend ETF

ETFs
560
New
$48.86 - $52.28 $27.4K - $29.3K
560 $27K
NOC
Northrop Grumman Corp

Industrials
53
New
$433.45 - $513.82 $23K - $27.2K
53 $27K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
380
New
$68.07 - $78.99 $25.9K - $30K
380 $25K
ETN
Eaton Corp PLC

Industrials
92
New
$271.83 - $371.23 $25K - $34.2K
92 $25K
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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