$409 Million is the total value of IMA Wealth, Inc.'s 323 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 20.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $29,870,000 | -12.2% | 668,842 | +5.9% | 7.31% | -6.3% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $22,567,000 | -3.9% | 1,077,165 | -3.2% | 5.52% | +2.5% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $18,569,000 | +64.4% | 895,306 | +67.0% | 4.54% | +75.2% |
| BSJN | Sell | INVESCO EXCH TRD SLF IDX FD | $13,193,000 | -10.8% | 575,115 | -4.7% | 3.23% | -4.9% |
| BSCM | Sell | INVESCO EXCH TRD SLF IDX FD | $12,521,000 | -42.3% | 590,880 | -42.1% | 3.06% | -38.5% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $12,321,000 | -9.4% | 278,820 | +9.5% | 3.02% | -3.4% |
| BAC | Sell | BK OF AMERICA CORP | $11,754,000 | -24.6% | 377,563 | -0.1% | 2.88% | -19.6% |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $11,611,000 | -8.1% | 572,837 | -1.3% | 2.84% | -2.1% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $9,538,000 | -12.2% | 152,055 | +6.2% | 2.33% | -6.4% |
| BSJO | New | INVESCO EXCH TRD SLF IDX FD | $8,395,000 | – | 385,261 | +100.0% | 2.05% | – |
| BSJM | Sell | INVESCO EXCH TRD SLF IDX FD | $8,228,000 | -53.0% | 373,161 | -51.1% | 2.01% | -49.8% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $6,828,000 | -12.8% | 175,122 | +5.9% | 1.67% | -7.1% |
| MSFT | Buy | MICROSOFT CORP | $6,551,000 | +1.0% | 25,508 | +21.2% | 1.60% | +7.7% |
| AAPL | Buy | APPLE INC | $6,323,000 | -16.6% | 46,245 | +6.5% | 1.55% | -11.1% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $5,902,000 | -7.7% | 187,655 | +7.7% | 1.44% | -1.6% |
| PG | Buy | PROCTER AND GAMBLE CO | $5,834,000 | +17058.8% | 40,574 | +18176.6% | 1.43% | +17750.0% |
| DHR | New | DANAHER CORPORATION | $5,248,000 | – | 20,700 | +100.0% | 1.28% | – |
| VLO | Sell | VALERO ENERGY CORP | $5,092,000 | +1.7% | 47,909 | -2.9% | 1.25% | +8.3% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $4,580,000 | +2.9% | 185,421 | +5.2% | 1.12% | +9.7% |
| AMZN | Buy | AMAZON COM INC | $4,374,000 | -28.0% | 41,180 | +2110.4% | 1.07% | -23.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $4,177,000 | -7.6% | 37,096 | +11.9% | 1.02% | -1.4% |
| ATVI | New | ACTIVISION BLIZZARD INC | $3,903,000 | – | 50,123 | +100.0% | 0.96% | – |
| AJRD | Sell | AEROJET ROCKETDYNE HLDGS INC | $3,819,000 | +1.8% | 94,063 | -1.3% | 0.94% | +8.6% |
| DDOG | Buy | DATADOG INC | $3,806,000 | -3.9% | 39,965 | +52.8% | 0.93% | +2.4% |
| FAST | New | FASTENAL CO | $3,711,000 | – | 74,344 | +100.0% | 0.91% | – |
| SPLK | Buy | SPLUNK INC | $3,709,000 | -11.4% | 41,931 | +48.9% | 0.91% | -5.4% |
| PFF | Sell | ISHARES TRpfd and incm sec | $3,612,000 | -10.3% | 109,851 | -0.6% | 0.88% | -4.3% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $3,409,000 | -7.9% | 197,871 | +1.7% | 0.83% | -1.8% |
| PFE | Sell | PFIZER INC | $3,359,000 | -0.1% | 64,069 | -1.4% | 0.82% | +6.5% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $3,332,000 | -22.4% | 57,455 | +0.2% | 0.82% | -17.3% |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $3,278,000 | – | 11,150 | +100.0% | 0.80% | – |
| OMF | Buy | ONEMAIN HLDGS INC | $3,224,000 | -13.5% | 86,260 | +9.7% | 0.79% | -7.8% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $3,123,000 | -27.2% | 18,530 | -1.9% | 0.76% | -22.4% |
| PXD | Buy | PIONEER NAT RES CO | $3,116,000 | -4.0% | 13,969 | +7.6% | 0.76% | +2.4% |
| MRK | Sell | MERCK & CO INC | $3,067,000 | +6.6% | 33,635 | -4.1% | 0.75% | +13.6% |
| AES | Buy | AES CORP | $3,062,000 | -18.3% | 145,723 | +0.0% | 0.75% | -12.9% |
| FB | Buy | META PLATFORMS INCcl a | $3,049,000 | -0.5% | 18,911 | +37.2% | 0.75% | +6.0% |
| MU | Buy | MICRON TECHNOLOGY INC | $3,036,000 | +15.1% | 54,928 | +62.3% | 0.74% | +22.8% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,926,000 | +0.9% | 5,696 | +0.2% | 0.72% | +7.5% |
| KMI | Buy | KINDER MORGAN INC DEL | $2,924,000 | -10.1% | 174,473 | +1.4% | 0.72% | -4.1% |
| EFAV | Buy | ISHARES TRmsci eafe min vl | $2,906,000 | -6.4% | 45,898 | +6.6% | 0.71% | -0.3% |
| EVH | Sell | EVOLENT HEALTH INCcl a | $2,854,000 | -13.9% | 92,945 | -9.4% | 0.70% | -8.2% |
| TGT | Buy | TARGET CORP | $2,777,000 | +19.5% | 19,666 | +79.6% | 0.68% | +27.6% |
| LITE | Sell | LUMENTUM HLDGS INC | $2,701,000 | -30.0% | 34,003 | -14.0% | 0.66% | -25.3% |
| INGR | Sell | INGREDION INC | $2,687,000 | +0.7% | 30,483 | -0.4% | 0.66% | +7.5% |
| FOUR | Buy | SHIFT4 PMTS INCcl a | $2,632,000 | -44.1% | 79,598 | +4.6% | 0.64% | -40.4% |
| CVS | Buy | CVS HEALTH CORP | $2,622,000 | -7.8% | 28,293 | +0.7% | 0.64% | -1.7% |
| DXC | Buy | DXC TECHNOLOGY CO | $2,545,000 | -3.7% | 83,964 | +3.7% | 0.62% | +2.8% |
| RGEN | Sell | REPLIGEN CORP | $2,528,000 | -15.9% | 15,564 | -2.6% | 0.62% | -10.3% |
| AMP | Sell | AMERIPRISE FINL INC | $2,500,000 | -21.4% | 10,520 | -0.6% | 0.61% | -16.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,422,000 | -16.3% | 6,389 | +0.2% | 0.59% | -10.7% |
| C | Buy | CITIGROUP INC | $2,404,000 | -9.4% | 52,279 | +5.3% | 0.59% | -3.4% |
| NVDA | Sell | NVIDIA CORPORATION | $2,396,000 | -45.9% | 15,806 | -2.6% | 0.59% | -42.4% |
| CVX | Buy | CHEVRON CORP NEW | $2,362,000 | -2.4% | 16,314 | +9.8% | 0.58% | +4.1% |
| CTAS | New | CINTAS CORP | $2,353,000 | – | 6,300 | +100.0% | 0.58% | – |
| V | Buy | VISA INC | $2,353,000 | -9.4% | 11,950 | +2.1% | 0.58% | -3.4% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $2,321,000 | -21.4% | 3,926 | -7.2% | 0.57% | -16.2% |
| COF | Sell | CAPITAL ONE FINL CORP | $2,220,000 | -34.0% | 21,306 | -16.8% | 0.54% | -29.7% |
| ENV | Buy | ENVESTNET INC | $2,161,000 | -28.8% | 40,950 | +0.4% | 0.53% | -24.1% |
| VSAT | Buy | VIASAT INC | $2,116,000 | -22.0% | 69,085 | +24.3% | 0.52% | -16.7% |
| TDS | Sell | TELEPHONE & DATA SYS INC | $2,084,000 | -19.3% | 131,973 | -3.5% | 0.51% | -14.0% |
| ABBV | Buy | ABBVIE INC | $2,063,000 | -4.9% | 13,472 | +0.7% | 0.50% | +1.4% |
| MP | Buy | MP MATERIALS CORP | $2,000,000 | -41.8% | 62,343 | +4.0% | 0.49% | -38.0% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $1,998,000 | -34.6% | 9,956 | -1.7% | 0.49% | -30.3% |
| New | DRAFTKINGS INC NEW | $1,962,000 | – | 168,135 | +100.0% | 0.48% | – | |
| DOCU | Buy | DOCUSIGN INC | $1,926,000 | -32.0% | 33,568 | +26.9% | 0.47% | -27.5% |
| MTZ | Sell | MASTEC INC | $1,864,000 | -24.7% | 26,018 | -8.5% | 0.46% | -19.7% |
| MELI | Sell | MERCADOLIBRE INC | $1,785,000 | -55.1% | 2,803 | -16.2% | 0.44% | -52.1% |
| LOW | Buy | LOWES COS INC | $1,758,000 | -12.5% | 10,065 | +1.3% | 0.43% | -6.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,755,000 | +2121.5% | 9,888 | +2117.0% | 0.43% | +2283.3% |
| SBNY | New | SIGNATURE BK NEW YORK N Y | $1,753,000 | – | 9,780 | +100.0% | 0.43% | – |
| TJX | Sell | TJX COS INC NEW | $1,749,000 | -7.9% | 31,309 | -0.1% | 0.43% | -1.8% |
| MDT | Sell | MEDTRONIC PLC | $1,742,000 | -19.6% | 19,405 | -0.6% | 0.43% | -14.3% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $1,698,000 | -3.2% | 7,024 | -0.6% | 0.42% | +3.2% |
| CRSP | Sell | CRISPR THERAPEUTICS AGnamen akt | $1,695,000 | -3.5% | 27,895 | -0.3% | 0.42% | +3.0% |
| GLDD | Sell | GREAT LAKES DREDGE & DOCK CO | $1,684,000 | -23.2% | 128,439 | -17.8% | 0.41% | -18.1% |
| BRKS | Buy | AZENTA INC | $1,588,000 | -12.7% | 22,023 | +0.4% | 0.39% | -6.7% |
| GWW | New | GRAINGER W W INC | $1,591,000 | – | 3,500 | +100.0% | 0.39% | – |
| CRM | Sell | SALESFORCE INC | $1,570,000 | -30.9% | 9,515 | -11.1% | 0.38% | -26.4% |
| WMT | Buy | WALMART INC | $1,536,000 | +6578.3% | 12,635 | +7999.4% | 0.38% | +7420.0% |
| IWV | ISHARES TRrussell 3000 etf | $1,484,000 | -17.1% | 6,826 | 0.0% | 0.36% | -11.7% | |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $1,411,000 | -29.1% | 37,858 | -15.7% | 0.34% | -24.5% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $1,401,000 | -24.6% | 39,282 | -3.1% | 0.34% | -19.7% |
| ITW | New | ILLINOIS TOOL WKS INC | $1,381,000 | – | 7,580 | +100.0% | 0.34% | – |
| GNRC | New | GENERAC HLDGS INC | $1,339,000 | – | 6,357 | +100.0% | 0.33% | – |
| CURO | CURO GROUP HOLDINGS CORP | $1,302,000 | -57.6% | 235,472 | 0.0% | 0.32% | -54.8% | |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $1,280,000 | -6.8% | 24,602 | +6.2% | 0.31% | -0.6% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,266,000 | -41.6% | 18,134 | -3.2% | 0.31% | -37.6% |
| ONTO | Sell | ONTO INNOVATION INC | $1,255,000 | -29.4% | 18,002 | -12.0% | 0.31% | -24.8% |
| LPI | New | LAREDO PETROLEUM INC | $1,207,000 | – | 17,503 | +100.0% | 0.30% | – |
| EXAS | Sell | EXACT SCIENCES CORP | $1,158,000 | -44.0% | 29,387 | -0.6% | 0.28% | -40.3% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $1,124,000 | -46.3% | 10,232 | +0.3% | 0.28% | -42.8% |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $1,116,000 | -1.1% | 22,686 | -0.4% | 0.27% | +5.4% |
| ILMN | Sell | ILLUMINA INC | $879,000 | -50.7% | 4,766 | -6.7% | 0.22% | -47.4% |
| DIS | Sell | DISNEY WALT CO | $828,000 | -41.5% | 8,776 | -15.0% | 0.20% | -37.5% |
| PSTG | New | PURE STORAGE INCcl a | $815,000 | – | 31,700 | +100.0% | 0.20% | – |
| DE | DEERE & CO | $754,000 | -27.9% | 2,518 | 0.0% | 0.18% | -22.9% | |
| OTIS | Buy | OTIS WORLDWIDE CORP | $747,000 | -6.6% | 10,564 | +1.6% | 0.18% | -0.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $739,000 | +6618.2% | 339 | +8375.0% | 0.18% | +5933.3% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $741,000 | -12.4% | 23,740 | +6.6% | 0.18% | -6.7% |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $735,000 | – | 3,500 | +100.0% | 0.18% | – |
| SPY | SPDR S&P 500 ETF TRtr unit | $714,000 | -16.5% | 1,893 | 0.0% | 0.18% | -10.7% | |
| MDB | New | MONGODB INCcl a | $675,000 | – | 2,600 | +100.0% | 0.16% | – |
| FTV | New | FORTIVE CORP | $650,000 | – | 11,960 | +100.0% | 0.16% | – |
| SBUX | Buy | STARBUCKS CORP | $625,000 | +8828.6% | 8,178 | +10384.6% | 0.15% | +7550.0% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $595,000 | -16.2% | 9,531 | -4.2% | 0.15% | -10.4% |
| IRTC | New | IRHYTHM TECHNOLOGIES INC | $583,000 | – | 5,400 | +100.0% | 0.14% | – |
| IEI | ISHARES TR3 7 yr treas bd | $526,000 | -2.2% | 4,410 | 0.0% | 0.13% | +4.9% | |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $526,000 | +2994.1% | 1,438 | +3684.2% | 0.13% | +3125.0% |
| TREX | New | TREX CO INC | $522,000 | – | 9,600 | +100.0% | 0.13% | – |
| KO | Buy | COCA COLA CO | $504,000 | +342.1% | 8,012 | +334.3% | 0.12% | +373.1% |
| ECL | New | ECOLAB INC | $484,000 | – | 3,150 | +100.0% | 0.12% | – |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $472,000 | -22.9% | 1,684 | -0.2% | 0.12% | -17.1% |
| MBB | ISHARES TRmbs etf | $450,000 | -4.5% | 4,620 | 0.0% | 0.11% | +1.9% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $445,000 | +15.3% | 5,782 | +9.5% | 0.11% | +22.5% |
| GLD | SPDR GOLD TR | $438,000 | -6.8% | 2,600 | 0.0% | 0.11% | -0.9% | |
| HD | New | HOME DEPOT INC | $432,000 | – | 1,575 | +100.0% | 0.11% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $429,000 | – | 2,150 | +100.0% | 0.10% | – |
| SHY | ISHARES TR1 3 yr treas bd | $427,000 | -0.7% | 5,160 | 0.0% | 0.10% | +5.1% | |
| ORLY | New | OREILLY AUTOMOTIVE INC | $406,000 | – | 642 | +100.0% | 0.10% | – |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $402,000 | -16.4% | 1,777 | -0.8% | 0.10% | -10.9% |
| SYK | New | STRYKER CORPORATION | $398,000 | – | 2,000 | +100.0% | 0.10% | – |
| IBM | INTERNATIONAL BUSINESS MACHS | $385,000 | +8.8% | 2,724 | 0.0% | 0.09% | +16.0% | |
| RYF | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $378,000 | -19.9% | 7,106 | -4.2% | 0.09% | -13.9% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $365,000 | -16.3% | 4,353 | +0.8% | 0.09% | -11.0% |
| PODD | New | INSULET CORP | $335,000 | – | 1,535 | +100.0% | 0.08% | – |
| SWBI | SMITH & WESSON BRANDS INC | $328,000 | -13.2% | 25,000 | 0.0% | 0.08% | -8.0% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $319,000 | -54.4% | 1,011 | -48.4% | 0.08% | -51.6% |
| KMX | New | CARMAX INC | $271,000 | – | 3,000 | +100.0% | 0.07% | – |
| ABT | Buy | ABBOTT LABS | $265,000 | +15.2% | 2,441 | +25.8% | 0.06% | +22.6% |
| PEP | PEPSICO INC | $265,000 | -0.4% | 1,592 | 0.0% | 0.06% | +6.6% | |
| BA | Sell | BOEING CO | $254,000 | -39.1% | 1,856 | -14.8% | 0.06% | -35.4% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $239,000 | -1.6% | 4,287 | +7.2% | 0.06% | +3.6% |
| CWB | Buy | SPDR SER TRbbg conv sec etf | $239,000 | +0.4% | 3,702 | +19.6% | 0.06% | +5.5% |
| TXN | TEXAS INSTRS INC | $230,000 | -16.1% | 1,496 | 0.0% | 0.06% | -11.1% | |
| EVRG | EVERGY INC | $215,000 | -4.4% | 3,289 | 0.0% | 0.05% | +1.9% | |
| FBC | FLAGSTAR BANCORP INC | $215,000 | -16.3% | 6,059 | 0.0% | 0.05% | -10.2% | |
| T | AT&T INC | $216,000 | -11.1% | 10,293 | 0.0% | 0.05% | -5.4% | |
| VZ | VERIZON COMMUNICATIONS INC | $205,000 | -0.5% | 4,042 | 0.0% | 0.05% | +6.4% | |
| IWF | ISHARES TRrus 1000 grw etf | $199,000 | -21.3% | 910 | 0.0% | 0.05% | -15.5% | |
| WDAY | New | WORKDAY INCcl a | $202,000 | – | 1,450 | +100.0% | 0.05% | – |
| HELE | HELEN OF TROY LTD | $195,000 | -17.0% | 1,201 | 0.0% | 0.05% | -11.1% | |
| APLS | APELLIS PHARMACEUTICALS INC | $181,000 | -10.8% | 4,000 | 0.0% | 0.04% | -6.4% | |
| FHI | Sell | FEDERATED HERMES INCcl b | $181,000 | -93.5% | 5,683 | -93.1% | 0.04% | -93.2% |
| CNC | CENTENE CORP DEL | $170,000 | +0.6% | 2,012 | 0.0% | 0.04% | +7.7% | |
| CUT | INVESCO EXCH TRADED FD TR IImsci gbl timbr | $172,000 | -12.2% | 5,555 | 0.0% | 0.04% | -6.7% | |
| AMT | Sell | AMERICAN TOWER CORP NEW | $170,000 | -93.4% | 664 | -93.5% | 0.04% | -92.9% |
| CPB | CAMPBELL SOUP CO | $154,000 | +7.7% | 3,200 | 0.0% | 0.04% | +15.2% | |
| MS | Sell | MORGAN STANLEY | $150,000 | -19.4% | 1,966 | -7.7% | 0.04% | -14.0% |
| FDX | FEDEX CORP | $152,000 | -1.9% | 671 | 0.0% | 0.04% | +2.8% | |
| SEB | SEABOARD CORP DEL | $151,000 | -7.9% | 39 | 0.0% | 0.04% | -2.6% | |
| DY | DYCOM INDS INC | $146,000 | -2.0% | 1,567 | 0.0% | 0.04% | +5.9% | |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $141,000 | -16.6% | 1,821 | -2.7% | 0.04% | -10.3% |
| APD | Buy | AIR PRODS & CHEMS INC | $143,000 | +1488.9% | 595 | +1600.0% | 0.04% | +1650.0% |
| UHT | UNIVERSAL HEALTH RLTY INCOMEsh ben int | $141,000 | -9.0% | 2,650 | 0.0% | 0.04% | -2.8% | |
| GWRE | New | GUIDEWIRE SOFTWARE INC | $135,000 | – | 1,900 | +100.0% | 0.03% | – |
| CMCSA | COMCAST CORP NEWcl a | $131,000 | -16.6% | 3,350 | 0.0% | 0.03% | -11.1% | |
| LECO | LINCOLN ELEC HLDGS INC | $126,000 | -10.6% | 1,025 | 0.0% | 0.03% | -3.1% | |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $128,000 | -3.8% | 5,240 | +1.8% | 0.03% | 0.0% |
| HURN | HURON CONSULTING GROUP INC | $124,000 | +42.5% | 1,906 | 0.0% | 0.03% | +50.0% | |
| AMGN | Sell | AMGEN INC | $117,000 | -11.4% | 479 | -11.9% | 0.03% | -3.3% |
| UNP | Buy | UNION PAC CORP | $111,000 | +27.6% | 520 | +62.5% | 0.03% | +35.0% |
| GPN | GLOBAL PMTS INC | $111,000 | -19.0% | 1,000 | 0.0% | 0.03% | -12.9% | |
| QCOM | Buy | QUALCOMM INC | $108,000 | -14.3% | 845 | +2.4% | 0.03% | -10.3% |
| WFCPRL | WELLS FARGO CO NEWperp pfd cnv a | $103,000 | -8.8% | 85 | 0.0% | 0.02% | -3.8% | |
| BACPRL | BK OF AMERICA CORP7.25%cnv pfd l | $102,000 | -8.9% | 85 | 0.0% | 0.02% | -3.8% | |
| TSLA | TESLA INC | $104,000 | -37.7% | 155 | 0.0% | 0.02% | -34.2% | |
| MCD | Sell | MCDONALDS CORP | $99,000 | -25.6% | 399 | -25.7% | 0.02% | -22.6% |
| TFC | TRUIST FINL CORP | $93,000 | -16.2% | 1,961 | 0.0% | 0.02% | -8.0% | |
| EQBK | EQUITY BANCSHARES INC | $94,000 | -9.6% | 3,220 | 0.0% | 0.02% | -4.2% | |
| SJM | New | SMUCKER J M CO | $94,000 | – | 732 | +100.0% | 0.02% | – |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $93,000 | -95.2% | 1,062 | -94.4% | 0.02% | -94.8% |
| COST | COSTCO WHSL CORP NEW | $92,000 | -17.1% | 192 | 0.0% | 0.02% | -8.0% | |
| CL | COLGATE PALMOLIVE CO | $89,000 | +6.0% | 1,110 | 0.0% | 0.02% | +15.8% | |
| HTLF | HEARTLAND FINL USA INC | $82,000 | -12.8% | 1,962 | 0.0% | 0.02% | -9.1% | |
| PEY | INVESCO EXCHANGE TRADED FD Thig yld eq div | $82,000 | -5.7% | 4,000 | 0.0% | 0.02% | 0.0% | |
| FEP | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $82,000 | -18.8% | 2,625 | 0.0% | 0.02% | -13.0% | |
| EXPE | EXPEDIA GROUP INC | $83,000 | -51.5% | 874 | 0.0% | 0.02% | -48.7% | |
| TRV | TRAVELERS COMPANIES INC | $76,000 | -7.3% | 451 | 0.0% | 0.02% | 0.0% | |
| HQH | Sell | TEKLA HEALTHCARE INVSsh ben int | $78,000 | -25.0% | 4,194 | -16.4% | 0.02% | -20.8% |
| IEFA | Buy | ISHARES TRcore msci eafe | $70,000 | +288.9% | 1,182 | +359.9% | 0.02% | +325.0% |
| AOUT | AMERICAN OUTDOOR BRANDS INC | $59,000 | -28.0% | 6,250 | 0.0% | 0.01% | -26.3% | |
| WSO | New | WATSCO INC | $54,000 | – | 225 | +100.0% | 0.01% | – |
| DFE | WISDOMTREE TReurope smcp dv | $55,000 | -17.9% | 1,000 | 0.0% | 0.01% | -13.3% | |
| POOL | Buy | POOL CORP | $52,000 | +147.6% | 149 | +204.1% | 0.01% | +160.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $52,000 | +108.0% | 24 | +166.7% | 0.01% | +116.7% |
| WRK | WESTROCK CO | $52,000 | -16.1% | 1,311 | 0.0% | 0.01% | -7.1% | |
| CAH | CARDINAL HEALTH INC | $49,000 | -9.3% | 946 | 0.0% | 0.01% | 0.0% | |
| MORN | New | MORNINGSTAR INC | $48,000 | – | 200 | +100.0% | 0.01% | – |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $47,000 | -19.0% | 452 | 0.0% | 0.01% | -7.7% | |
| NTR | NUTRIEN LTD | $47,000 | -24.2% | 592 | 0.0% | 0.01% | -14.3% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $44,000 | -21.4% | 350 | 0.0% | 0.01% | -15.4% | |
| UNFI | UNITED NAT FOODS INC | $43,000 | -4.4% | 1,092 | 0.0% | 0.01% | +10.0% | |
| DVN | DEVON ENERGY CORP NEW | $46,000 | -6.1% | 829 | 0.0% | 0.01% | 0.0% | |
| HBI | HANESBRANDS INC | $39,000 | -30.4% | 3,752 | 0.0% | 0.01% | -23.1% | |
| OKE | ONEOK INC NEW | $41,000 | -21.2% | 739 | 0.0% | 0.01% | -16.7% | |
| VOC | VOC ENERGY TRtr unit | $37,000 | -7.5% | 5,800 | 0.0% | 0.01% | 0.0% | |
| POR | PORTLAND GEN ELEC CO | $38,000 | -11.6% | 786 | 0.0% | 0.01% | -10.0% | |
| MLM | Sell | MARTIN MARIETTA MATLS INC | $35,000 | -86.6% | 118 | -82.6% | 0.01% | -85.0% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $35,000 | +9.4% | 368 | +15.7% | 0.01% | +28.6% |
| Sell | GENERAL ELECTRIC CO | $36,000 | -98.7% | 558 | -98.2% | 0.01% | -98.6% | |
| LBTYK | LIBERTY GLOBAL PLC | $37,000 | -14.0% | 1,670 | 0.0% | 0.01% | -10.0% | |
| IJR | Buy | ISHARES TRcore s&p scp etf | $35,000 | +52.2% | 383 | +76.5% | 0.01% | +80.0% |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $35,000 | -7.9% | 800 | 0.0% | 0.01% | 0.0% | |
| New | WARNER BROS DISCOVERY INC | $33,000 | – | 2,489 | +100.0% | 0.01% | – | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $34,000 | -8.1% | 237 | 0.0% | 0.01% | 0.0% | |
| HAL | Buy | HALLIBURTON CO | $34,000 | +209.1% | 1,073 | +257.7% | 0.01% | +166.7% |
| HDV | ISHARES TRcore high dv etf | $33,000 | -5.7% | 330 | 0.0% | 0.01% | 0.0% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $34,000 | +41.7% | 78 | +41.8% | 0.01% | +33.3% |
| SO | SOUTHERN CO | $31,000 | 0.0% | 431 | 0.0% | 0.01% | +14.3% | |
| NEM | NEWMONT CORP | $28,000 | -24.3% | 468 | 0.0% | 0.01% | -12.5% | |
| WFC | Sell | WELLS FARGO CO NEW | $27,000 | -99.0% | 693 | -98.8% | 0.01% | -98.9% |
| HON | Sell | HONEYWELL INTL INC | $30,000 | -44.4% | 175 | -36.4% | 0.01% | -41.7% |
| HSY | HERSHEY CO | $27,000 | 0.0% | 125 | 0.0% | 0.01% | +16.7% | |
| RGA | Buy | REINSURANCE GRP OF AMERICA I | $27,000 | +8.0% | 232 | +0.4% | 0.01% | +16.7% |
| FXB | INVESCO CURRENCYSHARES BRITbrit poun strl | $30,000 | -6.2% | 257 | 0.0% | 0.01% | 0.0% | |
| F | Sell | FORD MTR CO DEL | $27,000 | -44.9% | 2,439 | -15.3% | 0.01% | -36.4% |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $28,000 | – | 300 | +100.0% | 0.01% | – |
| UPS | UNITED PARCEL SERVICE INCcl b | $26,000 | -13.3% | 142 | 0.0% | 0.01% | -14.3% | |
| ORCL | ORACLE CORP | $23,000 | -14.8% | 328 | 0.0% | 0.01% | 0.0% | |
| CBSH | COMMERCE BANCSHARES INC | $26,000 | -10.3% | 399 | 0.0% | 0.01% | -14.3% | |
| AVGO | BROADCOM INC | $20,000 | -23.1% | 42 | 0.0% | 0.01% | -16.7% | |
| LNC | Buy | LINCOLN NATL CORP IND | $19,000 | -17.4% | 400 | +14.3% | 0.01% | 0.0% |
| COP | CONOCOPHILLIPS | $19,000 | -9.5% | 211 | 0.0% | 0.01% | 0.0% | |
| ETN | EATON CORP PLC | $21,000 | -16.0% | 165 | 0.0% | 0.01% | -16.7% | |
| STZ | CONSTELLATION BRANDS INCcl a | $21,000 | 0.0% | 90 | 0.0% | 0.01% | 0.0% | |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $20,000 | -74.4% | 781 | -72.2% | 0.01% | -72.2% |
| LUMN | LUMEN TECHNOLOGIES INC | $20,000 | 0.0% | 1,791 | 0.0% | 0.01% | 0.0% | |
| L | LOEWS CORP | $22,000 | -8.3% | 375 | 0.0% | 0.01% | -16.7% | |
| CODI | Sell | COMPASS DIVERSIFIEDsh ben int | $17,000 | -34.6% | 800 | -27.3% | 0.00% | -33.3% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $18,000 | -10.0% | 190 | +26.7% | 0.00% | -20.0% |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $17,000 | -10.5% | 315 | 0.0% | 0.00% | 0.0% | |
| CFFN | CAPITOL FED FINL INC | $15,000 | -11.8% | 1,584 | 0.0% | 0.00% | 0.0% | |
| IEX | IDEX CORP | $16,000 | -5.9% | 88 | 0.0% | 0.00% | 0.0% | |
| ALB | Sell | ALBEMARLE CORP | $17,000 | -29.2% | 80 | -27.3% | 0.00% | -33.3% |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $15,000 | -37.5% | 500 | 0.0% | 0.00% | -33.3% | |
| CELH | CELSIUS HLDGS INC | $15,000 | +15.4% | 227 | 0.0% | 0.00% | +33.3% | |
| RNG | New | RINGCENTRAL INCcl a | $16,000 | – | 300 | +100.0% | 0.00% | – |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $17,000 | 0.0% | 346 | 0.0% | 0.00% | 0.0% | |
| DG | DOLLAR GEN CORP NEW | $18,000 | +5.9% | 75 | 0.0% | 0.00% | 0.0% | |
| TRIP | TRIPADVISOR INC | $15,000 | -34.8% | 838 | 0.0% | 0.00% | -20.0% | |
| FSK | FS KKR CAP CORP | $18,000 | -18.2% | 950 | 0.0% | 0.00% | -20.0% | |
| TIP | ISHARES TRtips bd etf | $12,000 | -7.7% | 106 | 0.0% | 0.00% | 0.0% | |
| WELL | WELLTOWER INC | $13,000 | -13.3% | 155 | 0.0% | 0.00% | 0.0% | |
| TREE | Sell | LENDINGTREE INC NEW | $11,000 | -98.9% | 250 | -96.9% | 0.00% | -98.6% |
| RTX | RAYTHEON TECHNOLOGIES CORP | $12,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% | |
| ACN | ACCENTURE PLC IRELAND | $12,000 | -20.0% | 43 | 0.0% | 0.00% | 0.0% | |
| NXPI | NXP SEMICONDUCTORS N V | $13,000 | -18.8% | 86 | 0.0% | 0.00% | -25.0% | |
| RWX | SPDR INDEX SHS FDSdj intl rl etf | $14,000 | -17.6% | 500 | 0.0% | 0.00% | -25.0% | |
| QUAL | ISHARES TRmsci usa qlt fct | $13,000 | -18.8% | 119 | 0.0% | 0.00% | -25.0% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $12,000 | -7.7% | 195 | 0.0% | 0.00% | 0.0% | |
| INTC | INTEL CORP | $14,000 | -26.3% | 375 | 0.0% | 0.00% | -25.0% | |
| NGVT | INGEVITY CORP | $14,000 | 0.0% | 218 | 0.0% | 0.00% | 0.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $14,000 | -6.7% | 200 | 0.0% | 0.00% | 0.0% | |
| NOC | New | NORTHROP GRUMMAN CORP | $13,000 | – | 27 | +100.0% | 0.00% | – |
| SONY | SONY GROUP CORPORATIONsponsored adr | $12,000 | -20.0% | 149 | 0.0% | 0.00% | 0.0% | |
| XOM | EXXON MOBIL CORP | $14,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% | |
| PLD | PROLOGIS INC. | $14,000 | -26.3% | 120 | 0.0% | 0.00% | -25.0% | |
| SYY | SYSCO CORP | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GKOS | GLAUKOS CORP | $9,000 | -25.0% | 200 | 0.0% | 0.00% | -33.3% | |
| PRFT | PERFICIENT INC | $9,000 | -18.2% | 100 | 0.0% | 0.00% | -33.3% | |
| SHV | Buy | ISHARES TRshort treas bd | $7,000 | +16.7% | 62 | +8.8% | 0.00% | +100.0% |
| KGC | KINROSS GOLD CORP | $7,000 | -41.7% | 2,000 | 0.0% | 0.00% | -33.3% | |
| SPGI | S&P GLOBAL INC | $9,000 | -18.2% | 26 | 0.0% | 0.00% | -33.3% | |
| UBER | UBER TECHNOLOGIES INC | $10,000 | -44.4% | 500 | 0.0% | 0.00% | -50.0% | |
| CB | CHUBB LIMITED | $7,000 | -12.5% | 37 | 0.0% | 0.00% | 0.0% | |
| NVCR | NOVOCURE LTD | $7,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| JCI | JOHNSON CTLS INTL PLC | $10,000 | -23.1% | 200 | 0.0% | 0.00% | -33.3% | |
| ICLR | ICON PLC | $8,000 | -11.1% | 39 | 0.0% | 0.00% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $8,000 | -11.1% | 55 | 0.0% | 0.00% | 0.0% | |
| PGR | PROGRESSIVE CORP | $8,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| CCB | COASTAL FINL CORP WA | $8,000 | -11.1% | 207 | 0.0% | 0.00% | 0.0% | |
| LH | LABORATORY CORP AMER HLDGS | $10,000 | -9.1% | 43 | 0.0% | 0.00% | -33.3% | |
| VIRT | VIRTU FINL INCcl a | $7,000 | -36.4% | 306 | 0.0% | 0.00% | -33.3% | |
| IDXX | IDEXX LABS INC | $7,000 | -30.0% | 19 | 0.0% | 0.00% | 0.0% | |
| GSK | GSK PLCsponsored adr | $7,000 | 0.0% | 156 | 0.0% | 0.00% | 0.0% | |
| MMM | Sell | 3M CO | $6,000 | -60.0% | 50 | -50.0% | 0.00% | -66.7% |
| EW | EDWARDS LIFESCIENCES CORP | $4,000 | -20.0% | 42 | 0.0% | 0.00% | 0.0% | |
| JETS | ETF SER SOLUTIONSus glb jets | $4,000 | -33.3% | 257 | 0.0% | 0.00% | 0.0% | |
| PUBM | PUBMATIC INC | $3,000 | -40.0% | 200 | 0.0% | 0.00% | 0.0% | |
| AGZ | ISHARES TRagency bond etf | $6,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% | |
| CSCO | CISCO SYS INC | $5,000 | -28.6% | 123 | 0.0% | 0.00% | -50.0% | |
| KARS | KRANESHARES TRelec veh futur | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NS | NUSTAR ENERGY LP | $4,000 | -20.0% | 320 | 0.0% | 0.00% | 0.0% | |
| KYNDRYL HLDGS INC | $5,000 | -28.6% | 544 | 0.0% | 0.00% | -50.0% | ||
| ABNB | Sell | AIRBNB INC | $6,000 | -76.0% | 71 | -51.4% | 0.00% | -83.3% |
| GOLD | BARRICK GOLD CORP | $4,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% | |
| CRS | Sell | CARPENTER TECHNOLOGY CORP | $5,000 | -78.3% | 196 | -64.5% | 0.00% | -80.0% |
| BFLY | BUTTERFLY NETWORK INC | $6,000 | -40.0% | 2,000 | 0.0% | 0.00% | -50.0% | |
| WMB | Buy | WILLIAMS COS INC | $3,000 | -25.0% | 108 | +1.9% | 0.00% | 0.0% |
| MIDD | MIDDLEBY CORP | $6,000 | -25.0% | 48 | 0.0% | 0.00% | -50.0% | |
| PSX | PHILLIPS 66 | $3,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $4,000 | 0.0% | 81 | -4.7% | 0.00% | 0.0% |
| SNPS | SYNOPSYS INC | $4,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| NFLX | NETFLIX INC | $3,000 | -57.1% | 19 | 0.0% | 0.00% | -50.0% | |
| FISV | Sell | FISERV INC | $6,000 | -75.0% | 67 | -71.6% | 0.00% | -83.3% |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $4,000 | 0.0% | 251 | 0.0% | 0.00% | 0.0% | |
| FIS | FIDELITY NATL INFORMATION SV | $4,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| MRVL | MARVELL TECHNOLOGY INC | $4,000 | -42.9% | 100 | 0.0% | 0.00% | -50.0% | |
| XOP | SPDR SER TRs&p oilgas exp | $3,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| BKNG | BOOKING HOLDINGS INC | $3,000 | -40.0% | 2 | 0.0% | 0.00% | 0.0% | |
| ENB | ENBRIDGE INC | $6,000 | -14.3% | 142 | 0.0% | 0.00% | -50.0% | |
| OXYWS | OCCIDENTAL PETE CORPw exp 0803202 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| MDLZ | MONDELEZ INTL INCcl a | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| IEMG | New | ISHARES INCcore msci emkt | $1,000 | – | 20 | +100.0% | 0.00% | – |
| HAIL | SPDR SER TRs&p kensho smart | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| SCZ | ISHARES TReafe sml cp etf | $1,000 | -50.0% | 26 | 0.0% | 0.00% | – | |
| GILD | GILEAD SCIENCES INC | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – | |
| THCX | Exit | SPINNAKER ETF SERIEScannabis etf | $0 | – | -100 | -100.0% | 0.00% | – |
| GM | GENERAL MTRS CO | $2,000 | -33.3% | 75 | 0.0% | 0.00% | -100.0% | |
| GTX | GARRETT MOTION INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| FATE | Sell | FATE THERAPEUTICS INC | $1,000 | -99.9% | 39 | -99.8% | 0.00% | -100.0% |
| DEUS | New | DBX ETF TRxtrackers russel | $1,000 | – | 36 | +100.0% | 0.00% | – |
| UNIT | UNITI GROUP INC | $0 | – | 2 | 0.0% | 0.00% | – | |
| COIN | Sell | COINBASE GLOBAL INC | $2,000 | -99.5% | 32 | -98.5% | 0.00% | -100.0% |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $1,000 | – | 4 | +100.0% | 0.00% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $2,000 | – | 13 | +100.0% | 0.00% | – |
| CDE | COEUR MNG INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| VTRS | Sell | VIATRIS INC | $1,000 | -50.0% | 61 | -57.0% | 0.00% | – |
| ZIMVIE INC | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | ||
| APA | APA CORPORATION | $1,000 | -50.0% | 37 | 0.0% | 0.00% | – | |
| AMRS | AMYRIS INC | $0 | -100.0% | 250 | 0.0% | 0.00% | – | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| ACOR | ACORDA THERAPEUTICS INC | $0 | – | 17 | 0.0% | 0.00% | – | |
| IMH | Exit | IMPAC MTG HLDGS INC | $0 | – | -30 | -100.0% | 0.00% | – |
| ARKW | Exit | ARK ETF TRnext gnrtn inter | $0 | – | -25 | -100.0% | 0.00% | – |
| MJ | Exit | ETF MANAGERS TRetfmg altr hrvst | $0 | – | -101 | -100.0% | 0.00% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -26 | -100.0% | 0.00% | – |
| INT | Exit | WORLD FUEL SVCS CORP | $0 | – | -63 | -100.0% | 0.00% | – |
| SBSW | Exit | SIBANYE STILLWATER LTDsponsored adr | $0 | – | -108 | -100.0% | 0.00% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -8 | -100.0% | -0.00% | – |
| SPB | Exit | SPECTRUM BRANDS HLDGS INC NE | $0 | – | -50 | -100.0% | -0.00% | – |
| SMH | Exit | VANECK ETF TRUSTsemiconductr etf | $0 | – | -16 | -100.0% | -0.00% | – |
| AVLR | Exit | AVALARA INC | $0 | – | -39 | -100.0% | -0.00% | – |
| K | Exit | KELLOGG CO | $0 | – | -93 | -100.0% | -0.00% | – |
| ARKQ | Exit | ARK ETF TRautnmus technlgy | $0 | – | -100 | -100.0% | -0.00% | – |
| DBL | Exit | DOUBLELINE OPPORTUNISTIC CR | $0 | – | -1,000 | -100.0% | -0.00% | – |
| JEF | Exit | JEFFERIES FINL GROUP INC | $0 | – | -548 | -100.0% | -0.00% | – |
| ENS | Exit | ENERSYS | $0 | – | -350 | -100.0% | -0.01% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -200 | -100.0% | -0.01% | – |
| TPIC | Exit | TPI COMPOSITES INC | $0 | – | -5,165 | -100.0% | -0.02% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -4,105 | -100.0% | -0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-18
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.