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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$693M
$265,000 0.03% of portfolio
31,230
Q4 2024 Reduced 16.7%
$973M
$221,000 0.03% of portfolio
19,660
Q4 2024 Reduced 39.61%
$493M
$151,000 0.02% of portfolio
15,000
Q4 2024 Reduced 40.0%

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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