Img Wealth Management, Inc. Incresed Positions in Q2 2025

Img Wealth Management, Inc.

  • $129 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
472
+ 236.0%
$91.92 - $110.2 $43.4K - $52K
672 $67.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
105
+ 88.98%
$483.48 - $539.8 $50.8K - $56.7K
223 $108M
CAT
Caterpillar Inc

Industrials
28
+ 5.86%
$273.94 - $388.21 $7.67K - $10.9K
506 $196M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.94K
+ 14.9%
$14.97 - $16.79 $29.1K - $32.6K
15K $251M
Innovator Etfs Trust
664
+ 2.81%
N/A
24.3K $591M
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 8.63%
$908.13 - $1056.85 $20K - $23.3K
277 $274M
KO
Coca Cola CO

Consumer Defensive
494
+ 19.42%
$68.37 - $73.9 $33.8K - $36.5K
3.04K $215M
BAPR
Innovator U.S. Equity Buffer E

ETFs
531
+ 17.28%
$38.86 - $45.19 $20.6K - $24K
3.6K $163M
AXP
American Express CO

Financial Services
19
+ 3.88%
$231.39 - $318.98 $4.4K - $6.06K
509 $162M
BOTZ
Global X Fds

ETFs
6
+ 0.09%
$24.51 - $32.65 $147 - $196
7.06K $231M
FTQI
First Trust ETF Vi First Trust

ETFs
1.22K
+ 16.75%
$16.83 - $19.58 $20.6K - $23.9K
8.52K $167M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
93
+ 70.45%
$141.37 - $228.57 $13.1K - $21.3K
225 $51M
PG
Procter & Gamble CO

Consumer Defensive
213
+ 41.85%
$157.66 - $172.39 $33.6K - $36.7K
722 $115M
HYLS
First Tr Tactical High Yield L

ETFs
600
+ 15.95%
$39.8 - $41.84 $23.9K - $25.1K
4.36K $182M
BA
Boeing CO

Industrials
110
+ 159.42%
$136.59 - $217.51 $15K - $23.9K
179 $37.5M
DUK
Duke Energy Corp

Utilities
252
+ 18.46%
$112.46 - $124.05 $28.3K - $31.3K
1.62K $191M
ABT
Abbott Laboratories

Healthcare
167
+ 759.09%
$123.95 - $138.08 $20.7K - $23.1K
189 $25.7M
Super Micro Computer Inc
143
+ 13.61%
N/A
1.19K $58.5M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.02K
+ 29.24%
$20.12 - $21.0 $20.4K - $21.3K
4.49K $94M
IWM
Ishares Russell 2000 ETF

ETFs
84
+ 67.74%
$174.82 - $215.79 $14.7K - $18.1K
208 $44.9M
CSCO
Cisco Systems, Inc.

Technology
189
+ 24.05%
$53.19 - $69.38 $10.1K - $13.1K
975 $67.6M
Ge Vernova Inc
30
+ 230.77%
N/A
43 $22.8M
GE
General Electric CO

Industrials
59
+ 113.46%
$166.81 - $257.39 $9.84K - $15.2K
111 $28.6M
HNDL
Strategy Shs

ETFs
677
+ 11.23%
$19.2 - $21.66 $13K - $14.7K
6.7K $145M
FTHI
First Trust Exchange Traded Fd

ETFs
606
+ 16.59%
$19.66 - $22.85 $11.9K - $13.8K
4.26K $97.3M
HD
Home Depot, Inc.

Consumer Cyclical
45
+ 11.51%
$335.24 - $380.78 $15.1K - $17.1K
436 $160M
SPY
Spdr S&P 500 ETF Trust

ETFs
9
+ 4.89%
$496.48 - $617.85 $4.47K - $5.56K
193 $119M
CRM
Salesforce, Inc.

Technology
55
+ 2750.0%
$236.26 - $291.15 $13K - $16K
57 $15.5M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
538
+ 31.37%
N/A
2.25K $55.7M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
323
+ 21.14%
$45.3 - $50.64 $14.6K - $16.4K
1.85K $90.9M
RTX
Raytheon Technologies Corp

Industrials
88
+ 463.16%
$113.75 - $148.48 $10K - $13.1K
107 $15.6M
CRWD
Crowd Strike Holdings, Inc.

Technology
21
+ 210.0%
$321.63 - $509.31 $6.75K - $10.7K
31 $15.8M
DEO
Diageo PLC

Consumer Defensive
113
+ 753.33%
$99.86 - $115.75 $11.3K - $13.1K
128 $12.9M
LMT
Lockheed Martin Corp

Industrials
15
+ 8.57%
$430.82 - $486.45 $6.46K - $7.3K
190 $88M
TRV
Travelers Companies, Inc.

Financial Services
32
+ 13.97%
$233.83 - $276.34 $7.48K - $8.84K
261 $69.8M
ADBE
Adobe Inc.

Technology
22
+ 10.0%
$340.0 - $420.68 $7.48K - $9.25K
242 $93.6M
CVX
Chevron Corp

Energy
91
+ 52.3%
$133.73 - $168.51 $12.2K - $15.3K
265 $37.9M
WSO
Watsco Inc

Industrials
23
+ 79.31%
$421.84 - $520.66 $9.7K - $12K
52 $23M
SHW
Sherwin Williams CO

Basic Materials
24
+ 14.55%
$313.51 - $363.51 $7.52K - $8.72K
189 $64.9M
PGR
Progressive Corp

Financial Services
23
+ 69.7%
$255.27 - $288.74 $5.87K - $6.64K
56 $14.9M
WDAY
Workday, Inc.

Technology
20
+ 64.52%
$210.47 - $274.71 $4.21K - $5.49K
51 $12.2M
CL
Colgate Palmolive CO

Consumer Defensive
51
+ 33.55%
$87.57 - $96.0 $4.47K - $4.9K
203 $18.5M
NOC
Northrop Grumman Corp

Industrials
11
+ 6.32%
$456.3 - $540.39 $5.02K - $5.94K
185 $92.5M
LOW
Lowes Companies Inc

Consumer Cyclical
72
+ 6.43%
$210.83 - $235.28 $15.2K - $16.9K
1.19K $264M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
23
+ 2.65%
$35.35 - $42.68 $813 - $982
892 $38M
WM
Waste Management Inc

Industrials
15
+ 2.79%
$216.47 - $242.1 $3.25K - $3.63K
553 $127M
SQ
Block, Inc.

Technology
25
+ 416.67%
N/A
31 $2.11M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
159
+ 13.22%
$12.37 - $14.5 $1.97K - $2.31K
1.36K $18.9M
SPMD
Spdr Portfolio

ETFs
24
+ 38.1%
$44.89 - $54.38 $1.08K - $1.31K
87 $4.73M
Activity Summary
Buys All Purchases 339 New Holdings 225 Increased Positions 114 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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