Ima Wealth, Inc. Reduced Holdings in Q3 2025

Ima Wealth, Inc.

  • $989 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.28M
- 78.54%
$26.38 - $27.95 $60.3M - $63.9M
624K $17M
SHV
Ishares Tr

ETFs
-17.9K
- 98.52%
$110.06 - $110.49 $1.97M - $1.98M
269 $29K
EA
Electronic Arts Inc.

Communication Services
-11.2K
- 96.47%
$147.79 - $202.05 $1.65M - $2.26M
409 $82K
VEU
Vanguard Ftse All World Ex Us

ETFs
-26.8K
- 29.21%
$66.38 - $71.68 $1.78M - $1.92M
65K $4.64M
TGT
Target Corp

Consumer Defensive
-10.5K
- 71.06%
$86.56 - $107.43 $908K - $1.13M
4.27K $383K
RGEN
Repligen Corp

Healthcare
-6.86K
- 90.38%
$111.43 - $134.0 $765K - $920K
730 $97K
VT
Vanguard Total World Stk Index

ETFs
-5.55K
- 61.23%
$128.41 - $138.03 $713K - $766K
3.51K $484K
EAOR
Ishares Esg Aware Growth Alloc

Technology
-16.8K
- 90.16%
$33.06 - $35.0 $554K - $587K
1.83K $64K
FOUR
Shift4 Payments, Inc.

Technology
-220
- 1.02%
$77.4 - $106.81 $17K - $23.5K
21.4K $1.65M
AOA
Ishares Tr Core Aggressive All

ETFs
-5.96K
- 54.18%
$82.71 - $88.14 $493K - $525K
5.04K $444K
AOR
Ishares Tr Core Growth Allocat

ETFs
-7.63K
- 22.96%
$60.99 - $64.39 $465K - $491K
25.6K $1.65M
AMP
Ameriprise Financial Inc

Financial Services
-238
- 4.53%
$486.13 - $544.55 $116K - $130K
5.01K $2.46M
EXEL
Exelixis, Inc.

Healthcare
-1.05K
- 1.01%
$36.22 - $46.25 $37.9K - $48.4K
103K $4.24M
CRWD
Crowd Strike Holdings, Inc.

Technology
-101
- 0.68%
$412.46 - $514.1 $41.7K - $51.9K
14.7K $7.22M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-7.28K
- 64.72%
$45.4 - $47.61 $330K - $346K
3.97K $188K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-1.54K
- 3.0%
$39.13 - $48.22 $60.1K - $74.1K
49.8K $1.97M
CRM
Salesforce, Inc.

Technology
-72
- 1.14%
$231.66 - $273.65 $16.7K - $19.7K
6.27K $1.48M
BSX
Boston Scientific Corp

Healthcare
-361
- 1.81%
$97.03 - $108.14 $35K - $39K
19.6K $1.91M
DHR
Danaher Corp

Healthcare
-916
- 4.28%
$181.46 - $212.2 $166K - $194K
20.5K $4.06M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-7.73K
- 55.65%
$20.41 - $20.67 $158K - $160K
6.16K $126K
KMI
Kinder Morgan, Inc.

Energy
-277
- 0.2%
$26.23 - $28.5 $7.27K - $7.89K
136K $3.84M
AOK
Ishares Tr Core Conservative A

ETFs
-3.83K
- 53.08%
$38.64 - $40.17 $148K - $154K
3.38K $135K
XLV
Select Sector Spdr Fund Health

ETFs
-956
- 83.64%
$129.01 - $139.72 $123K - $134K
187 $26K
ZTS
Zoetis Inc.

Healthcare
-218
- 2.4%
$141.13 - $159.19 $30.8K - $34.7K
8.88K $1.3M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-3.85K
- 36.46%
$24.11 - $24.94 $92.8K - $96K
6.71K $167K
DOCU
Docusign, Inc.

Technology
-11
- 0.08%
$67.14 - $85.01 $739 - $935
14.6K $1.05M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-4.3K
- 29.21%
$19.61 - $19.79 $84.3K - $85.1K
10.4K $205K
OMF
One Main Holdings, Inc.

Financial Services
-832
- 1.5%
$55.61 - $62.61 $46.3K - $52.1K
54.7K $3.09M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-3.46K
- 10.63%
$21.89 - $22.2 $75.6K - $76.7K
29K $641K
META
Meta Platforms, Inc.

Communication Services
-34
- 0.26%
$695.21 - $791.73 $23.6K - $26.9K
13.1K $9.63M
COF
Capital One Financial Corp

Financial Services
-277
- 1.97%
$207.29 - $229.74 $57.4K - $63.6K
13.8K $2.93M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-682
- 1.4%
$81.76 - $86.36 $55.8K - $58.9K
48K $4.07M
BSJR
Invesco Indx Tr

ETFs
-903
- 32.8%
$22.64 - $22.85 $20.4K - $20.6K
1.85K $42K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-254
- 71.75%
$38.58 - $58.24 $9.8K - $14.8K
100 $3K
AEP
American Electric Power CO Inc

Utilities
-123
- 38.2%
$103.26 - $115.0 $12.7K - $14.1K
199 $22K
NEE
Nextera Energy Inc

Utilities
-160
- 31.25%
$69.77 - $77.54 $11.2K - $12.4K
352 $26K
PFF
Ishares Trust Ishares Pfd And

ETFs
-315
- 39.08%
$30.67 - $32.13 $9.66K - $10.1K
491 $15K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-250
- 14.75%
$42.26 - $47.16 $10.6K - $11.8K
1.45K $66K
AMZN
Amazon Com Inc

Consumer Cyclical
-48
- 0.14%
$211.65 - $238.24 $10.2K - $11.4K
35K $7.68M
IRM
Iron Mountain Inc

Real Estate
-2
- 0.07%
$89.46 - $104.46 $179 - $209
2.96K $301K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-44
- 0.44%
N/A
9.91K $642K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-9
- 64.29%
$173.23 - $213.34 $1.56K - $1.92K
5 $1K
NXPI
Nxp Semiconductors N.V.

Technology
-1
- 16.67%
$205.16 - $239.07 $205 - $239
5 $1K
Astera Labs Inc
-35
- 0.44%
N/A
8.01K $0
Ralliant Corp
-1
- 0.02%
N/A
4.18K $0
CDW
Cdw Corp

Technology
-1
- 50.0%
$156.97 - $182.84 $157 - $183
1 $0
ROIV
Roivant Sciences Ltd.

Healthcare
-2
- 18.18%
$10.74 - $15.28 $21.5 - $30.6
9 $0
Invesco Bullet Shares 2031 Hy Corp Bd ETF
-3.88K
- 38.37%
N/A
6.23K $0
INTC
Intel Corp

Technology
-2
- 15.38%
$19.31 - $35.5 $38.6 - $71
11 $0
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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