Img Wealth Management, Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $108 Billion distributed in 258 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Td Viii Ft Cboe Ve with a value of $10.6B, Capital Group Divid Value ETF with a value of $6.88B, First Tr Ex Tr Fd Viii Ft Cboe with a value of $6.56B, First Tr Exc Trd Fd Viii Ft Cb with a value of $6.28B, and Invesco Qqq Trust, Series 1 with a value of $6.15B.

Examining the 13F form we can see an increase of $108B in the current position value.

Img Wealth Management, Inc. is based out at Jacksonville, FL

Below you can find more details about Img Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $108 Billion
ETFs: $91.6 Billion
Technology: $2.92 Billion
Communication Services: $1.31 Billion
Consumer Defensive: $1.25 Billion
Financial Services: $1.25 Billion
Healthcare: $1.17 Billion
Consumer Cyclical: $895 Million
Industrials: $580 Million
Other: $713 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 258
  • Current Value $108 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 258 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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