Ima Wealth, Inc. New Holdings in Q1 2025

Ima Wealth, Inc.

  • $841 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
155
New
$161.27 - $192.3 $25K - $29.8K
155 $24K
VZ
Verizon Communications Inc

Communication Services
526
New
$37.81 - $46.49 $19.9K - $24.5K
526 $23K
HOLX
Hologic Inc

Healthcare
374
New
$60.7 - $73.77 $22.7K - $27.6K
374 $23K
FDIS
Fidelity Covington Tr Msci Con

ETFs
261
New
$82.77 - $101.84 $21.6K - $26.6K
261 $22K
HSY
Hershey CO

Consumer Defensive
125
New
$144.74 - $186.36 $18.1K - $23.3K
125 $21K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
109
New
$192.82 - $222.1 $21K - $24.2K
109 $21K
RMD
Resmed Inc

Healthcare
90
New
$219.7 - $257.65 $19.8K - $23.2K
90 $20K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
157
New
$126.11 - $135.06 $19.8K - $21.2K
157 $20K
PHO
Invesco Exchange Traded Fd Tr

ETFs
325
New
$63.77 - $68.75 $20.7K - $22.3K
325 $20K
MPC
Marathon Petroleum Corp

Energy
144
New
$134.72 - $159.03 $19.4K - $22.9K
144 $20K
HON
Honeywell International Inc

Industrials
91
New
$202.75 - $226.52 $18.5K - $20.6K
91 $19K
AMT
American Tower Corp

Real Estate
90
New
$173.46 - $217.6 $15.6K - $19.6K
90 $19K
EQIX
Equinix Inc

Real Estate
23
New
$803.0 - $959.97 $18.5K - $22.1K
23 $18K
CCB
Coastal Financial Corp

Financial Services
207
New
$79.67 - $100.71 $16.5K - $20.8K
207 $18K
NUE
Nucor Corp

Basic Materials
146
New
$114.48 - $142.52 $16.7K - $20.8K
146 $17K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
350
New
$47.79 - $59.89 $16.7K - $21K
350 $17K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
1.94K
New
$7.89 - $12.48 $15.3K - $24.2K
1.94K $17K
PFE
Pfizer Inc

Healthcare
682
New
$25.01 - $27.13 $17.1K - $18.5K
682 $17K
POOL
Pool Corp

Industrials
49
New
$314.92 - $364.31 $15.4K - $17.9K
49 $15K
WELL
Welltower Inc.

Real Estate
103
New
$124.05 - $156.86 $12.8K - $16.2K
103 $15K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
334
New
$42.5 - $46.71 $14.2K - $15.6K
334 $15K
SNX
Td Synnex Corp

Technology
136
New
$103.96 - $144.69 $14.1K - $19.7K
136 $14K
DIS
Walt Disney CO

Communication Services
147
New
$96.87 - $114.0 $14.2K - $16.8K
147 $14K
PPA
Invesco Exchange Traded Fd Tr

ETFs
125
New
$113.59 - $123.29 $14.2K - $15.4K
125 $14K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
171
New
$76.77 - $82.22 $13.1K - $14.1K
171 $13K
RDVY
First Trust Rising Dividend Ac

ETFs
224
New
$57.22 - $63.39 $12.8K - $14.2K
224 $13K
STZ
Constellation Brands, Inc.

Consumer Defensive
74
New
$161.05 - $222.93 $11.9K - $16.5K
74 $13K
UNFI
United Natural Foods Inc

Consumer Defensive
451
New
$24.57 - $34.37 $11.1K - $15.5K
451 $12K
TSN
Tyson Foods, Inc.

Consumer Defensive
200
New
$54.27 - $63.81 $10.9K - $12.8K
200 $12K
VNQ
Vanguard Specialized Funds Van

ETFs
136
New
$85.55 - $94.34 $11.6K - $12.8K
136 $12K
VO
Vanguard Mid Cap ETF

ETFs
49
New
$251.87 - $277.95 $12.3K - $13.6K
49 $12K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
173
New
$74.36 - $83.68 $12.9K - $14.5K
173 $12K
OEF
Ishares S&P 100 ETF

ETFs
36
New
N/A
36 $9K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
259
New
$33.37 - $38.01 $8.64K - $9.84K
259 $9K
VNQI
Vanguard Global Ex U.S. Real

ETFs
227
New
$38.22 - $41.19 $8.68K - $9.35K
227 $9K
NGVT
Ingevity Corp

Basic Materials
218
New
$37.74 - $48.87 $8.23K - $10.7K
218 $8K
CFFN
Capitol Federal Financial, Inc.

Financial Services
1.36K
New
$5.56 - $6.2 $7.55K - $8.42K
1.36K $7K
MMM
3 M CO

Industrials
50
New
$129.7 - $155.12 $6.48K - $7.76K
50 $7K
CMCSA
Comcast Corp

Communication Services
200
New
$33.19 - $38.23 $6.64K - $7.65K
200 $7K
ENB
Enbridge Inc

Energy
142
New
$41.54 - $45.45 $5.9K - $6.45K
142 $6K
DXCM
Dexcom Inc

Healthcare
100
New
$67.74 - $90.75 $6.77K - $9.08K
100 $6K
BA
Boeing CO

Industrials
35
New
$148.15 - $186.25 $5.19K - $6.52K
35 $5K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
63
New
$86.24 - $97.98 $5.43K - $6.17K
63 $5K
VGIT
Vanguard Intermediate Term Tre

ETFs
91
New
$57.44 - $59.4 $5.23K - $5.41K
91 $5K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
89
New
$65.27 - $71.18 $5.81K - $6.34K
89 $5K
IEFA
Ishares Tr

ETFs
71
New
$69.57 - $78.65 $4.94K - $5.58K
71 $5K
SCHR
Schwab Intermediate Term Us Tr

ETFs
184
New
$24.05 - $24.86 $4.43K - $4.57K
184 $4K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
95
New
$46.86 - $50.66 $4.45K - $4.81K
95 $4K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
30
New
$110.9 - $132.93 $3.33K - $3.99K
30 $3K
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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