IMA WEALTH, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ROK | 125 | $43.69K |
 | SYK | 125 | $46.31K |
 | LLY | 120 | $91.56K |
 | WELL | 107 | $19.06K |
 | CB | 105 | $29.74K |
 | DXCM | 100 | $6.73K |
 | CMG | 100 | $3.92K |
 | TMO | 99 | $48.05K |
 | HON | 96 | $20.21K |
 | ETN | 92 | $34.43K |
 | NFLX | 88 | $105.50K |
 | WFC-PL | 85 | $104.92K |
 | MLM | 85 | $53.57K |
 | HLN | 78 | $700 |
 | GEV | 75 | $46.12K |
 | STZ | 74 | $9.97K |
 | MMM | 54 | $8.38K |
 | NOC | 54 | $32.90K |
 | POOL | 49 | $15.19K |
 | TPL | 48 | $44.81K |
Rockwell Automation, Inc.
ROK
Shares Held
125
Value
$43.69K
Stryker Corporation
SYK
Shares Held
125
Value
$46.31K
Eli Lilly and Company
LLY
Shares Held
120
Value
$91.56K
Welltower Inc.
WELL
Shares Held
107
Value
$19.06K
Chubb Limited
CB
Shares Held
105
Value
$29.74K
DexCom, Inc.
DXCM
Shares Held
100
Value
$6.73K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
100
Value
$3.92K
Thermo Fisher Scientific Inc.
TMO
Shares Held
99
Value
$48.05K
Honeywell International Inc.
HON
Shares Held
96
Value
$20.21K
Eaton Corporation plc
ETN
Shares Held
92
Value
$34.43K
Netflix, Inc.
NFLX
Shares Held
88
Value
$105.50K
Wells Fargo & Company
WFC-PL
Shares Held
85
Value
$104.92K
Martin Marietta Materials, Inc.
MLM
Shares Held
85
Value
$53.57K
Haleon plc
HLN
Shares Held
78
Value
$700
GE Vernova Inc.
GEV
Shares Held
75
Value
$46.12K
Constellation Brands, Inc.
STZ
Shares Held
74
Value
$9.97K
3M Company
MMM
Shares Held
54
Value
$8.38K
Northrop Grumman Corporation
NOC
Shares Held
54
Value
$32.90K
Pool Corporation
POOL
Shares Held
49
Value
$15.19K
Texas Pacific Land Corporation
TPL
Shares Held
48
Value
$44.81K