Ima Wealth, Inc. Portfolio Holdings
Ima Wealth, Inc.
- $841 Million
- Q1 2025
Ima Wealth, Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $841 Million distributed in 344 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $80.6M, Ishares Tr Msci Usa Esg Select with a value of $54M, Vanguard Large Cap ETF with a value of $53.5M, Ishares Esg Advanced Msci Eafe with a value of $50.7M, and Ishares Msci Kld 400 Social Et with a value of $42.7M.
Examining the 13F form we can see an increase of $11.2M in the current position value, from $829M to 841M.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 344
- Current Value $841 Million
- Prior Value $829 Million
- Filing
- Period Q1 2025
- Filing Date May 06, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 179 stocks
- Additional Purchases 37 stocks
- Sold out of 0 stocks
- Reduced holdings in 96 stocks