Ima Wealth, Inc. Reduced Holdings in Q3 2024

Ima Wealth, Inc.

  • $458 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-64.3K
- 38.47%
$91.42 - $91.82 $5.88M - $5.91M
103K $9.45M
GOOG
Alphabet Inc.

Communication Services
-1.32K
- 4.81%
$149.54 - $192.66 $197K - $253K
26K $4.35M
PSTG
Pure Storage, Inc.

Technology
-3.01K
- 10.56%
$45.73 - $67.71 $138K - $204K
25.5K $1.28M
AAPL
Apple Inc.

Technology
-5.53K
- 14.09%
$207.23 - $234.82 $1.15M - $1.3M
33.7K $7.86M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-392
- 14.43%
$1024.09 - $1201.76 $401K - $471K
2.33K $2.44M
NVDA
Nvidia Corp

Technology
-1.9K
- 2.3%
$98.91 - $134.91 $187K - $256K
80.4K $9.77M
OMF
One Main Holdings, Inc.

Financial Services
-5.93K
- 9.11%
$43.27 - $53.14 $256K - $315K
59.1K $2.78M
CRSP
Crispr Therapeutics Ag

Healthcare
-2.92K
- 12.46%
$44.62 - $62.75 $130K - $183K
20.5K $964K
MXL
Maxlinear Inc

Technology
-5.84K
- 18.05%
$11.1 - $25.38 $64.8K - $148K
26.5K $383K
CNXC
Concentrix Corp

Technology
-2.6K
- 25.42%
$51.25 - $75.58 $133K - $197K
7.64K $391K
ELV
Elevance Health, Inc.

Healthcare
-175
- 3.75%
$500.12 - $562.29 $87.5K - $98.4K
4.5K $2.34M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-4K
- 12.83%
$24.78 - $25.11 $99.1K - $100K
27.2K $681K
XOM
Exxon Mobil Corp

Energy
-1.28K
- 3.72%
$109.72 - $119.0 $140K - $152K
33.1K $3.88M
VSAT
Viasat Inc

Technology
-3.28K
- 8.05%
$11.94 - $24.49 $39.2K - $80.4K
37.5K $447K
ENV
Envestnet, Inc.

Technology
-393
- 1.67%
$61.13 - $63.25 $24K - $24.9K
23.2K $1.45M
KMI
Kinder Morgan, Inc.

Energy
-15.9K
- 9.91%
$19.72 - $22.22 $314K - $354K
145K $3.2M
MA
Mastercard Inc

Financial Services
-157
- 8.03%
$429.6 - $500.99 $67.4K - $78.7K
1.8K $888K
DKNG
Draft Kings Inc.

Consumer Cyclical
-1
- -0.0%
$29.85 - $41.1 $29.9 - $41.1
31.9K $1.25M
CRM
Salesforce, Inc.

Technology
-249
- 3.88%
$238.42 - $276.53 $59.4K - $68.9K
6.17K $1.69M
LITE
Lumentum Holdings Inc.

Technology
-2.94K
- 14.95%
$40.28 - $64.74 $119K - $191K
16.8K $1.06M
COF
Capital One Financial Corp

Financial Services
-93
- 0.68%
$131.42 - $153.05 $12.2K - $14.2K
13.5K $2.03M
ISRG
Intuitive Surgical Inc

Healthcare
-153
- 2.62%
$416.14 - $494.01 $63.7K - $75.6K
5.69K $2.79M
EVH
Evolent Health, Inc.

Healthcare
-3.95K
- 10.82%
$18.41 - $32.97 $72.8K - $130K
32.6K $920K
AMP
Ameriprise Financial Inc

Financial Services
-18
- 0.3%
$391.53 - $469.81 $7.05K - $8.46K
5.9K $2.77M
IIPR
Innovative Industrial Properties Inc

Real Estate
-1.28K
- 7.64%
$107.56 - $136.78 $138K - $175K
15.5K $2.08M
UNH
Unitedhealth Group Inc

Healthcare
-47
- 1.16%
$488.01 - $604.18 $22.9K - $28.4K
4K $2.34M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-485
- 1.06%
$69.31 - $77.34 $33.6K - $37.5K
45.4K $3.48M
AES
Aes Corp

Utilities
-462
- 0.36%
$16.18 - $20.07 $7.48K - $9.27K
129K $2.6M
FOUR
Shift4 Payments, Inc.

Technology
-452
- 1.72%
$61.26 - $88.65 $27.7K - $40.1K
25.8K $2.29M
EXAS
Exact Sciences Corp

Healthcare
-4.88K
- 14.34%
$42.43 - $70.83 $207K - $346K
29.1K $1.98M
TSLA
Tesla, Inc.

Consumer Cyclical
-33
- 0.35%
$191.76 - $263.26 $6.33K - $8.69K
9.49K $2.48M
Activity Summary
Buys All Purchases 221 New Holdings 190 Increased Positions 31 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 2 Puts 0
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