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 Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

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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