Ima Wealth, Inc. Purchases in Q3 2025

Ima Wealth, Inc.

  • $989 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
494K
New
$64.58 - $69.94 $31.9M - $34.6M
494K $34.3M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
274K
New
$109.47 - $119.06 $30M - $32.6M
274K $32.5M
VV
Vanguard Large Cap ETF

ETFs
27.7K
+ 12.48%
$285.05 - $309.14 $7.91M - $8.58M
250K $77M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
40K
+ 8.37%
$126.64 - $135.65 $5.06M - $5.42M
518K $70.2M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
148K
New
$62.49 - $64.56 $9.25M - $9.56M
148K $9.5M
DSI
Ishares Msci Kld 400 Social Et

ETFs
17.8K
+ 4.43%
$115.96 - $125.95 $2.06M - $2.24M
420K $52.9M
IGF
Ishares Global Infrastructure

ETFs
45.6K
New
$58.29 - $61.43 $2.66M - $2.8M
45.6K $2.79M
GOOG
Alphabet Inc.

Communication Services
471
+ 1.67%
$175.16 - $255.24 $82.5K - $120K
28.6K $6.97M
MRVL
Marvell Technology, Inc.

Technology
23.4K
New
$62.31 - $84.07 $1.46M - $1.96M
23.4K $1.96M
AAPL
Apple Inc.

Technology
188
+ 0.56%
$202.38 - $256.87 $38K - $48.3K
33.9K $8.63M
WMT
Walmart Inc.

Consumer Defensive
12.1K
+ 28.59%
$94.4 - $104.27 $1.15M - $1.27M
54.6K $5.62M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
15.8K
+ 43.98%
$91.44 - $91.77 $1.44M - $1.45M
51.7K $4.74M
SPY
Spdr S&P 500 ETF Trust

ETFs
74
+ 0.27%
$617.65 - $666.84 $45.7K - $49.3K
27.2K $18.1M
MU
Micron Technology Inc

Technology
544
+ 2.25%
$104.88 - $168.89 $57.1K - $91.9K
24.7K $4.13M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.68K
+ 11.31%
$87.29 - $93.61 $757K - $812K
85.4K $7.98M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
7
+ 0.0%
$71.6 - $76.11 $501 - $533
731K $55.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.49K
+ 4.04%
$72.57 - $74.72 $616K - $634K
219K $16.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
877
+ 17.8%
$567.77 - $614.76 $498K - $539K
5.8K $3.55M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.12K
+ 0.25%
$28.15 - $30.13 $31.4K - $33.7K
447K $13.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
761
+ 33.48%
$546.99 - $602.2 $416K - $458K
3.03K $1.82M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
22.7K
+ 2.02%
$18.61 - $18.94 $422K - $430K
1.15M $21.6M
HYDB
Ishares Tr Edge High Yield Def

ETFs
9.36K
+ 3.47%
$47.03 - $47.97 $440K - $449K
279K $13.3M
VTI
Vanguard Total Stock Market Et

ETFs
65
+ 0.34%
$303.93 - $329.86 $19.8K - $21.4K
19.4K $6.38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.15K
+ 3.17%
$108.46 - $120.63 $124K - $138K
37.3K $4.44M
AMD
Advanced Micro Devices Inc

Technology
367
+ 1.8%
$134.8 - $184.42 $49.5K - $67.7K
20.7K $3.35M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
7K
New
$59.81 - $60.11 $419K - $421K
7K $419K
BSCU
Invesco Exc Self Ind Tr

ETFs
14.9K
+ 1.14%
$16.67 - $17.03 $249K - $255K
1.33M $22.4M
JNJ
Johnson & Johnson

Healthcare
105
+ 1.04%
$155.17 - $185.42 $16.3K - $19.5K
10.2K $1.89M
AMAT
Applied Materials Inc

Technology
491
+ 4.68%
$156.25 - $204.95 $76.7K - $101K
11K $2.25M
LOW
Lowes Companies Inc

Consumer Cyclical
300
+ 3.99%
$215.01 - $273.02 $64.5K - $81.9K
7.82K $1.97M
OTEX
Open Text Corp

Technology
154
+ 0.48%
$27.93 - $38.16 $4.3K - $5.88K
32.5K $1.21M
ASML
Asml Holding Nv

Technology
40
+ 2.99%
$689.63 - $968.09 $27.6K - $38.7K
1.38K $1.33M
UNH
Unitedhealth Group Inc

Healthcare
221
+ 4.4%
$237.77 - $353.61 $52.5K - $78.1K
5.25K $1.81M
QCOM
Qualcomm Inc

Technology
123
+ 0.43%
$145.84 - $173.55 $17.9K - $21.3K
29K $4.82M
CVX
Chevron Corp

Energy
329
+ 2.33%
$145.57 - $161.83 $47.9K - $53.2K
14.5K $2.25M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
2.89K
+ 21.74%
$50.79 - $54.95 $147K - $159K
16.2K $888K
UITB
Usaa ETF Tr Core Intermediate

ETFs
2.59K
+ 1.35%
$46.38 - $47.74 $120K - $124K
195K $9.25M
SPYG
Spdr Portfolio

ETFs
1.37K
+ 19.76%
$94.33 - $105.31 $129K - $144K
8.3K $867K
CHSCL
Chs Inc

Consumer Defensive
6.9K
New
$25.36 - $26.01 $175K - $179K
6.9K $176K
FPE
First Tr Pfd Secs & Income ETF

ETFs
607
+ 0.19%
$17.81 - $18.39 $10.8K - $11.2K
326K $5.94M
ORCL
Oracle Corp

Technology
341
+ 46.08%
$218.96 - $328.33 $74.7K - $112K
1.08K $304K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.35K
+ 4.96%
$42.28 - $45.71 $56.9K - $61.5K
28.5K $1.3M
RDVY
First Trust Rising Dividend Ac

ETFs
1.8K
+ 803.57%
$62.38 - $67.29 $112K - $121K
2.02K $136K
XOM
Exxon Mobil Corp

Energy
4
+ 0.02%
$105.83 - $117.22 $423 - $469
22.3K $2.51M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
701
+ 4.93%
$60.01 - $65.01 $42.1K - $45.6K
14.9K $969K
MRK
Merck & Co., Inc.

Healthcare
26
+ 0.12%
$77.6 - $87.37 $2.02K - $2.27K
21K $1.77M
PAVE
Global X Fds Us Infrastructure

ETFs
1.94K
New
$44.02 - $47.63 $85.5K - $92.5K
1.94K $92K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.2K
New
$35.42 - $38.65 $77.9K - $85K
2.2K $83K
VEA
Vanguard Ftse Developed Market

ETFs
121
+ 0.48%
$56.02 - $60.3 $6.78K - $7.3K
25.2K $1.51M
Activity Summary
Buys All Purchases 135 New Holdings 24 Increased Positions 111 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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