Ima Wealth, Inc. Incresed Positions in Q3 2025

Ima Wealth, Inc.

  • $989 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
DSI
Ishares Msci Kld 400 Social Et

ETFs
17.8K
+ 4.43%
$115.96 - $125.95 $2.06M - $2.24M
420K $52.9M
GOOG
Alphabet Inc.

Communication Services
471
+ 1.67%
$175.16 - $255.24 $82.5K - $120K
28.6K $6.97M
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
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
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
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
VEA
Vanguard Ftse Developed Market

ETFs
121
+ 0.48%
$56.02 - $60.3 $6.78K - $7.3K
25.2K $1.51M
ALL
Allstate Corp

Financial Services
103
+ 2.51%
$192.0 - $214.65 $19.8K - $22.1K
4.2K $901K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
40
+ 0.18%
$62.09 - $66.51 $2.48K - $2.66K
22.2K $1.45M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
102
+ 0.08%
$49.05 - $49.99 $5K - $5.1K
131K $6.51M
NET
Cloudflare, Inc.

Technology
236
+ 23.62%
$181.39 - $228.28 $42.8K - $53.9K
1.24K $265K
XPO
Xpo Logistics, Inc.

Industrials
251
+ 3.55%
$118.79 - $138.31 $29.8K - $34.7K
7.31K $945K
BX
Blackstone Inc.

Financial Services
230
+ 40.64%
$152.77 - $188.68 $35.1K - $43.4K
796 $135K
UBER
Uber Technologies, Inc

Technology
403
+ 26.62%
$86.91 - $99.57 $35K - $40.1K
1.92K $187K
VB
Vanguard Small Cap ETF

ETFs
100
+ 9.63%
$237.58 - $259.17 $23.8K - $25.9K
1.14K $289K
AXP
American Express CO

Financial Services
76
+ 11.73%
$294.27 - $342.31 $22.4K - $26K
724 $240K
MCD
Mcdonalds Corp

Consumer Cyclical
100
+ 52.08%
$291.67 - $316.99 $29.2K - $31.7K
292 $88K
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
Track This Portfolio

Track Ima Wealth, Inc. Portfolio

Follow Ima Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email