Ima Wealth, Inc. Portfolio Holdings

Ima Wealth, Inc.

  • $829 Million
  • Q4 2024

Ima Wealth, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $829 Million distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Kld 400 Social Et with a value of $93.9M, Schwab Strategic Tr Us Dividen with a value of $73.4M, Ishares Esg Advanced Msci Eafe with a value of $50.4M, Vanguard Large Cap ETF with a value of $45.1M, and Schwab Strategic Tr Us Large C with a value of $42.7M.

Examining the 13F form we can see an increase of $372M in the current position value, from $458M to 829M.

Ima Wealth, Inc. is based out at Wichita, KS

Below you can find more details about Ima Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $829 Million
ETFs: $544 Million
Technology: $71.7 Million
Healthcare: $36.1 Million
Industrials: $28.8 Million
Financial Services: $25.6 Million
Consumer Cyclical: $25.1 Million
Communication Services: $15.6 Million
Consumer Defensive: $14.1 Million
Other: $17.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$288B
$10.1 Million 1.22% of portfolio
75,165
Q4 2024 Reduced 6.57%
$2.86T
$8.93 Million 1.08% of portfolio
21,178
Q4 2024 Added 0.63%
$3.42T
$8.29 Million 1.0% of portfolio
33,103
Q4 2024 Reduced 1.85%
$1.96T
$7.79 Million 0.94% of portfolio
35,527
Q4 2024 Reduced 1.48%
$397B
$7.49 Million 0.9% of portfolio
44,701
Q3 2024 New
$1.31T
$7.45 Million 0.9% of portfolio
12,639
Q4 2024 Added 0.82%
$43.6B
$5.58 Million 0.67% of portfolio
77,624
Q4 2024 Reduced 2.73%
$689B
$5.5 Million 0.66% of portfolio
22,938
Q4 2024 Reduced 2.51%
$78B
$5.26 Million 0.63% of portfolio
15,383
Q4 2024 Reduced 1.86%
$990B
$5.16 Million 0.62% of portfolio
27,073
Q4 2024 Added 4.08%
$155B
$5.03 Million 0.61% of portfolio
21,895
Q3 2024 New
$29.9B
$4.92 Million 0.59% of portfolio
34,437
Q4 2024 Reduced 1.17%
$19.6B
$4.48 Million 0.54% of portfolio
24,540
Q3 2024 New
$176B
$4.35 Million 0.52% of portfolio
28,341
Q4 2024 Added 0.78%
$14.6B
$4.25 Million 0.51% of portfolio
11,000
Q3 2024 New
$49.3B
$4.16 Million 0.5% of portfolio
3,950
Q3 2024 New
$61.9B
$3.94 Million 0.47% of portfolio
143,766
Q4 2024 Reduced 0.88%
$11.7B
$3.79 Million 0.46% of portfolio
113,936
Q4 2024 Reduced 3.05%
$547B
$3.81 Million 0.46% of portfolio
12,057
Q4 2024 Added 0.73%
$711B
$3.8 Million 0.46% of portfolio
9,403
Q4 2024 Reduced 0.86%
$6.71B
$3.6 Million 0.43% of portfolio
21,572
Q4 2024 Reduced 0.87%
$50.9B
$3.28 Million 0.4% of portfolio
26,734
Q4 2024 Reduced 1.52%
$474B
$3.28 Million 0.39% of portfolio
30,455
Q4 2024 Reduced 8.06%
$52.2B
$3.05 Million 0.37% of portfolio
5,734
Q4 2024 Reduced 2.85%
$5.98B
$3.06 Million 0.37% of portfolio
58,674
Q4 2024 Reduced 0.79%
$14.9B
$3.01 Million 0.36% of portfolio
49,064
Q4 2024 Added 92.48%
$7.45B
$2.97 Million 0.36% of portfolio
56,079
Q4 2024 Reduced 12.68%
$136B
$2.98 Million 0.36% of portfolio
42,382
Q4 2024 Added 2.86%
$171B
$2.93 Million 0.35% of portfolio
5,604
Q4 2024 Reduced 1.44%
$134B
$2.84 Million 0.34% of portfolio
23,524
Q4 2024 Reduced 1.24%
$4.4B
$2.65 Million 0.32% of portfolio
25,525
Q4 2024 Reduced 1.09%
$101B
$2.42 Million 0.29% of portfolio
1,421
Q4 2024 Added 6.84%
$64.8B
$2.37 Million 0.29% of portfolio
13,295
Q4 2024 Reduced 1.77%
$315B
$2.24 Million 0.27% of portfolio
15,485
Q4 2024 Added 4.05%
$142B
$2.26 Million 0.27% of portfolio
25,248
Q4 2024 Reduced 2.0%
$76.4B
$2.13 Million 0.26% of portfolio
9,185
Q4 2024 Added 609.27%
$182B
$2.12 Million 0.26% of portfolio
4,778
Q4 2024 Reduced 0.06%
$240B
$2.04 Million 0.25% of portfolio
20,531
Q4 2024 Reduced 1.55%
$279B
$2.05 Million 0.25% of portfolio
6,124
Q4 2024 Reduced 0.81%
$98.4B
$2.09 Million 0.25% of portfolio
7,551
Q4 2024 Added 1.82%
$138B
$1.99 Million 0.24% of portfolio
8,067
Q4 2024 Reduced 0.09%
$48.1B
$2.03 Million 0.24% of portfolio
15,010
Q4 2024 Added 1.67%
$77B
$1.96 Million 0.24% of portfolio
12,038
Q4 2024 Reduced 1.53%
$471B
$2 Million 0.24% of portfolio
3,946
Q4 2024 Reduced 1.45%
$39.4B
$1.87 Million 0.23% of portfolio
12,803
Q4 2024 Reduced 1.29%
$92.3B
$1.94 Million 0.23% of portfolio
25,576
Q4 2024 Reduced 2.28%
$167B
$1.92 Million 0.23% of portfolio
15,916
Q4 2024 Added 16.4%
$378B
$1.91 Million 0.23% of portfolio
10,772
Q4 2024 Added 1.6%
$111B
$1.89 Million 0.23% of portfolio
22,480
Q4 2024 Added 4.78%

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $829 Million
  • Prior Value $458 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 36 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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