$184 Million is the total value of IMA Advisory Services, Inc.'s 158 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2013 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-07-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Regeneron Pharmaceuticals Inc | 45 | Q2 2024 | 2.7% |
JPMORGAN CHASE CO | 45 | Q2 2024 | 2.2% |
ABBVIE INC | 45 | Q2 2024 | 1.0% |
SPDR SP 500 ETF TR | 45 | Q2 2024 | 0.4% |
MASTERCARD INCORPORATED | 44 | Q2 2024 | 2.2% |
Exxon Mobil Corporation | 43 | Q2 2024 | 2.3% |
Schwab US Large-Cap Val ETF | 42 | Q3 2023 | 3.8% |
MICROSOFT CORP | 42 | Q3 2023 | 2.0% |
Schwab US LargeCap Gth ETF | 42 | Q3 2023 | 1.3% |
iShares Tr Russell 3000 Index Fd | 42 | Q3 2023 | 2.0% |
View IMA Advisory Services, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-30 |
13F-HR/A | 2024-08-06 |
13F-HR | 2024-07-25 |
13F-HR | 2024-04-24 |
13F-HR | 2024-02-05 |
13F-HR | 2023-11-28 |
13F-HR | 2023-08-15 |
13F-HR | 2023-05-16 |
13F-HR | 2023-02-16 |
13F-HR | 2022-11-15 |
View IMA Advisory Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.