Ima Wealth, Inc. New Holdings in Q2 2025

Ima Wealth, Inc.

  • $914 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SSB
South State Corp

Financial Services
1
New
$80.59 - $94.67 $80.6 - $94.7
1 $0
SOFI
So Fi Technologies, Inc.

Financial Services
20
New
$9.5 - $18.21 $190 - $364
20 $0
SNOW
Snowflake Inc.

Technology
1
New
$130.53 - $223.77 $131 - $224
1 $0
SNA
Snap On Inc

Industrials
2
New
$292.36 - $342.2 $585 - $684
2 $0
SPG
Simon Property Group Inc

Real Estate
5
New
$140.37 - $171.44 $702 - $857
5 $0
SRE
Sempra Energy

Utilities
7
New
$63.78 - $78.91 $446 - $552
7 $0
SNDR
Schneider National, Inc.

Industrials
9
New
$21.06 - $24.75 $190 - $223
9 $0
SNPS
Synopsys Inc

Technology
1
New
$380.9 - $517.66 $381 - $518
1 $0
TTWO
Take Two Interactive Software Inc

Communication Services
1
New
$194.58 - $243.05 $195 - $243
1 $0
VTR
Ventas, Inc.

Real Estate
5
New
$62.45 - $70.08 $312 - $350
5 $0
UHS
Universal Health Services Inc

Healthcare
1
New
$157.05 - $197.94 $157 - $198
1 $0
OLED
Universal Display Corp Pa

Technology
1
New
$106.6 - $161.02 $107 - $161
1 $0
U
Unity Software Inc.

Technology
9
New
$16.75 - $26.24 $151 - $236
9 $0
PATH
Ui Path, Inc.

Technology
13
New
$9.79 - $13.31 $127 - $173
13 $0
UGI
Ugi Corp

Utilities
6
New
$30.18 - $36.59 $181 - $220
6 $0
TTD
Trade Desk, Inc.

Technology
3
New
$45.27 - $79.4 $136 - $238
3 $0
TTEK
Tetra Tech Inc

Industrials
5
New
$28.01 - $36.25 $140 - $181
5 $0
TER
Teradyne, Inc

Technology
3
New
$67.96 - $91.05 $204 - $273
3 $0
TXG
10x Genomics, Inc.

Healthcare
18
New
$7.14 - $11.73 $129 - $211
18 $0
HSIC
Henry Schein Inc

Healthcare
2
New
$62.7 - $73.66 $125 - $147
2 $0
DLTR
Dollar Tree, Inc.

Consumer Defensive
1
New
$67.22 - $100.51 $67.2 - $101
1 $0
CCL
Carnival Corp

Consumer Cyclical
9
New
$16.43 - $28.12 $148 - $253
9 $0
CDNS
Cadence Design Systems Inc

Technology
2
New
$231.64 - $323.08 $463 - $646
2 $0
CME
Cme Group Inc.

Financial Services
2
New
$252.37 - $290.71 $505 - $581
2 $0
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
4
New
$86.97 - $102.82 $348 - $411
4 $0
CDW
Cdw Corp

Technology
2
New
$144.49 - $190.68 $289 - $381
2 $0
CBRE
Cbre Group, Inc.

Real Estate
1
New
$113.94 - $140.12 $114 - $140
1 $0
BYD
Boyd Gaming Corp

Consumer Cyclical
6
New
$60.8 - $79.02 $365 - $474
6 $0
Black Rock Inc
1
New
N/A
1 $0
Bitwise Bitcoin ETF Trust
130
New
N/A
130 $0
BILL
Bill.Com Holdings, Inc.

Technology
1
New
$37.81 - $48.03 $37.8 - $48
1 $0
BK
Bank Of New York Mellon Corp

Financial Services
7
New
$73.31 - $91.62 $513 - $641
7 $0
CDAY
Ceridian Hcm Holding Inc.

Technology
3
New
N/A
3 $0
CHTR
Charter Communications, Inc.

Communication Services
1
New
$321.68 - $427.25 $322 - $427
1 $0
CHK
Chesapeake Energy Corp

Energy
2
New
N/A
2 $0
DG
Dollar General Corp

Consumer Defensive
2
New
$86.02 - $114.95 $172 - $230
2 $0
DLR
Digital Realty Trust, Inc.

Real Estate
2
New
$136.11 - $177.69 $272 - $355
2 $0
DVN
Devon Energy Corp

Energy
6
New
$26.8 - $37.92 $161 - $228
6 $0
DELL
Dell Technologies Inc.

Technology
2
New
$71.63 - $125.98 $143 - $252
2 $0
DTE
Dte Energy CO

Utilities
2
New
$127.39 - $139.49 $255 - $279
2 $0
CTVA
Corteva, Inc.

Basic Materials
5
New
$55.52 - $74.53 $278 - $373
5 $0
GLW
Corning Inc

Technology
7
New
$39.07 - $52.59 $273 - $368
7 $0
CEG
Constellation Energy Corp

Utilities
2
New
$170.96 - $322.76 $342 - $646
2 $0
ED
Consolidated Edison Inc

Utilities
2
New
$98.05 - $113.3 $196 - $227
2 $0
CTSH
Cognizant Technology Solutions Corp

Technology
4
New
$66.47 - $81.81 $266 - $327
4 $0
CRUS
Cirrus Logic, Inc.

Technology
2
New
$77.43 - $107.58 $155 - $215
2 $0
BKR
Baker Hughes CO

Energy
12
New
$35.0 - $44.92 $420 - $539
12 $0
Arista Networks Inc Com Usd0.0001 (Pst Rev Spt)
8
New
N/A
8 $0
APO
Apollo Global Management, Inc.

Financial Services
1
New
$108.68 - $145.07 $109 - $145
1 $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
Track This Portfolio

Track Ima Wealth, Inc. Portfolio

Follow Ima Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email