$238 Million is the total value of IMA Wealth, Inc.'s 178 reported holdings in Q1 2013. The portfolio turnover from Q4 2012 to Q1 2013 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2013 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-04-19
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Schwab US Large-Cap Val ETF | 42 | Q3 2023 | 3.8% |
MICROSOFT CORP | 42 | Q3 2023 | 2.0% |
MASTERCARD INCORPORATED | 42 | Q3 2023 | 2.2% |
Regeneron Pharmaceuticals Inc | 42 | Q3 2023 | 2.7% |
Schwab US LargeCap Gth ETF | 42 | Q3 2023 | 1.3% |
iShares Tr Russell 3000 Index Fd | 42 | Q3 2023 | 2.0% |
JPMORGAN CHASE & CO | 42 | Q3 2023 | 1.7% |
Exxon Mobil Corporation | 42 | Q3 2023 | 2.3% |
ISHARES TR | 42 | Q3 2023 | 2.0% |
ABBVIE INC | 42 | Q3 2023 | 1.0% |
View IMA Wealth, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-08-18 |
13F-HR | 2022-06-13 |
13F-HR | 2022-02-14 |
View IMA Wealth, 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.