Ima Wealth, Inc. Sells in Q1 2025

Ima Wealth, Inc.

  • $841 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
-2.21K
- 9.37%
$112.81 - $126.16 $249K - $278K
21.3K $2.6M
LOW
Lowes Companies Inc

Consumer Cyclical
-556
- 6.89%
$222.66 - $268.42 $124K - $149K
7.51K $1.75M
DOCU
Docusign, Inc.

Technology
-1.46K
- 10.47%
$74.7 - $97.7 $109K - $143K
12.5K $1.02M
OGN
Organon & Co.

Healthcare
-15.6K
- 18.98%
$14.29 - $16.41 $223K - $256K
66.7K $993K
OTEX
Open Text Corp

Technology
-4.45K
- 13.06%
$25.11 - $30.39 $112K - $135K
29.6K $748K
ILMN
Illumina, Inc.

Healthcare
-338
- 11.18%
$79.34 - $144.22 $26.8K - $48.7K
2.69K $213K
DKNG
Draft Kings Inc.

Consumer Cyclical
-1.9K
- 5.99%
$33.21 - $53.49 $62.9K - $101K
29.7K $987K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-140
- 5.37%
$468.34 - $539.52 $65.6K - $75.5K
2.47K $1.16M
CARR
Carrier Global Corp

Industrials
-633
- 2.39%
$62.07 - $70.55 $39.3K - $44.7K
25.9K $1.64M
EA
Electronic Arts Inc.

Communication Services
-897
- 7.01%
$116.53 - $146.29 $105K - $131K
11.9K $1.72M
WMT
Walmart Inc.

Consumer Defensive
-301
- 0.7%
$84.5 - $105.05 $25.4K - $31.6K
42.4K $3.72M
ITW
Illinois Tool Works Inc

Industrials
-362
- 5.56%
$244.9 - $274.48 $88.7K - $99.4K
6.15K $1.53M
ISRA
Vaneck ETF Tr Israel ETF

ETFs
-436
- 0.58%
$42.18 - $47.24 $18.4K - $20.6K
74.5K $3.14M
KMI
Kinder Morgan, Inc.

Energy
-9.27K
- 6.45%
$26.1 - $31.22 $242K - $289K
134K $3.84M
DFS
Discover Financial Services

Financial Services
-456
- 8.89%
$152.99 - $203.25 $69.8K - $92.7K
4.67K $797K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-9.45K
- 9.07%
$9.47 - $11.46 $89.5K - $108K
94.8K $1.02M
XLV
Select Sector Spdr Fund Health

ETFs
-738
- 27.09%
$137.61 - $149.68 $102K - $110K
1.99K $289K
QCOM
Qualcomm Inc

Technology
-497
- 1.75%
$151.94 - $175.86 $75.5K - $87.4K
27.8K $4.28M
AES
Aes Corp

Utilities
-1.46K
- 1.18%
$9.93 - $13.23 $14.5K - $19.3K
123K $1.52M
LHX
L3 Harris Technologies, Inc.

Industrials
-294
- 5.28%
$194.65 - $222.86 $57.2K - $65.5K
5.27K $1.1M
C
Citigroup Inc

Financial Services
-1.01K
- 2.38%
$67.23 - $84.63 $67.9K - $85.5K
41.4K $2.94M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
-1.45K
- 2.21%
$17.95 - $19.17 $26.1K - $27.9K
64.2K $1.16M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-1.76K
- 5.18%
$21.64 - $22.08 $38.1K - $38.9K
32.3K $697K
JPM
Jpmorgan Chase & CO

Financial Services
-658
- 2.87%
$225.19 - $279.95 $148K - $184K
22.3K $5.47M
CRWD
Crowd Strike Holdings, Inc.

Technology
-548
- 3.56%
$308.86 - $455.36 $169K - $250K
14.8K $5.23M
ADP
Automatic Data Processing Inc

Industrials
-252
- 6.29%
$286.85 - $318.64 $72.3K - $80.3K
3.75K $1.15M
UNH
Unitedhealth Group Inc

Healthcare
-174
- 4.41%
$461.52 - $548.18 $80.3K - $95.4K
3.77K $1.98M
MA
Mastercard Inc

Financial Services
-87
- 4.75%
$504.67 - $576.31 $43.9K - $50.1K
1.74K $955K
AOR
Ishares Tr Core Growth Allocat

ETFs
-224
- 0.65%
$56.63 - $59.39 $12.7K - $13.3K
34.3K $1.97M
AOA
Ishares Tr Core Aggressive All

ETFs
-35
- 0.37%
$75.7 - $80.01 $2.65K - $2.8K
9.33K $714K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-15
- 0.16%
$42.93 - $44.71 $644 - $671
9.39K $411K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-70
- 1.61%
$89.33 - $95.17 $6.25K - $6.66K
4.27K $394K
VLO
Valero Energy Corp

Energy
-1.76K
- 6.59%
$121.76 - $142.99 $214K - $252K
25K $3.3M
OTIS
Otis Worldwide Corp

Industrials
-736
- 7.8%
$90.77 - $104.01 $66.8K - $76.6K
8.7K $897K
VSAT
Viasat Inc

Technology
-2.96K
- 9.49%
$7.51 - $11.81 $22.3K - $35K
28.3K $294K
MU
Micron Technology Inc

Technology
-111
- 0.49%
$86.89 - $109.38 $9.64K - $12.1K
22.4K $1.94M
EXEL
Exelixis, Inc.

Healthcare
-8.35K
- 7.33%
$32.38 - $39.16 $270K - $327K
106K $3.9M
V
Visa Inc.

Financial Services
-861
- 7.14%
$306.92 - $362.71 $264K - $312K
11.2K $3.92M
ELV
Elevance Health, Inc.

Healthcare
-214
- 5.9%
$365.9 - $436.25 $78.3K - $93.4K
3.41K $1.48M
CVX
Chevron Corp

Energy
-1.13K
- 7.27%
$146.71 - $167.97 $165K - $189K
14.4K $2.4M
MP
Mp Materials Corp.

Basic Materials
-12.5K
- 23.22%
$16.39 - $26.93 $205K - $337K
41.4K $1.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-83
- 2.84%
$442.66 - $534.52 $36.7K - $44.4K
2.84K $1.51M
ABBV
Abb Vie Inc.

Healthcare
-369
- 3.43%
$169.2 - $216.66 $62.4K - $79.9K
10.4K $2.18M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.18K
- 2.81%
$74.85 - $84.89 $163K - $185K
75.4K $6.16M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-27K
- 3.47%
$63.91 - $70.19 $1.73M - $1.9M
753K $50.7M
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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