Ima Wealth, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $458 Million distributed in 262 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $42.6M, Schwab Strategic Tr Us Broad M with a value of $18.5M, Vanguard Bd Index Fd Inc Total with a value of $13.6M, Ishares Tr Edge High Yield Def with a value of $13.2M, and Schwab Strategic U.S. Mid Cap with a value of $12.2M.
Examining the 13F form we can see an increase of $236M in the current position value, from $222M to 458M.
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
$458 Million
ETFs: $216 Million
Technology: $69.5 Million
Healthcare: $42.3 Million
Industrials: $31.1 Million
Financial Services: $24.1 Million
Consumer Cyclical: $24 Million
Consumer Defensive: $15.1 Million
Energy: $14.5 Million
Other: $21.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
