IMA WEALTH, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MDT | 11 | $1.05K |
 | CRH | 11 | $1.32K |
 | PM | 10 | $1.62K |
 | CCL | 9 | $260 |
 | SNDR | 9 | $191 |
 | U | 9 | $360 |
 | GM | 9 | $549 |
 | ROIV | 9 | $136 |
 | APH | 8 | $991 |
 | IBM | 8 | $2.26K |
 | ANET | 8 | $1.17K |
 | ALGM | 8 | $234 |
 | AFL | 8 | $894 |
 | SO | 8 | $758 |
 | DVN | 8 | $280 |
 | NLY | 8 | $167 |
 | INGM | 8 | $172 |
 | INFA | 8 | $199 |
 | BK | 7 | $763 |
 | SRE | 7 | $630 |
Medtronic plc
MDT
Shares Held
11
Value
$1.05K
CRH plc
CRH
Shares Held
11
Value
$1.32K
Philip Morris International Inc.
PM
Shares Held
10
Value
$1.62K
Carnival Corporation & plc
CCL
Shares Held
9
Value
$260
Schneider National, Inc.
SNDR
Shares Held
9
Value
$191
Unity Software Inc.
U
Shares Held
9
Value
$360
General Motors Company
GM
Shares Held
9
Value
$549
Roivant Sciences Ltd.
ROIV
Shares Held
9
Value
$136
Amphenol Corporation
APH
Shares Held
8
Value
$991
International Business Machines Corporation
IBM
Shares Held
8
Value
$2.26K
Arista Networks, Inc.
ANET
Shares Held
8
Value
$1.17K
Allegro MicroSystems, Inc.
ALGM
Shares Held
8
Value
$234
Aflac Incorporated
AFL
Shares Held
8
Value
$894
The Southern Company
SO
Shares Held
8
Value
$758
Devon Energy Corporation
DVN
Shares Held
8
Value
$280
Annaly Capital Management, Inc.
NLY
Shares Held
8
Value
$167
Ingram Micro Holding Corporation
INGM
Shares Held
8
Value
$172
Informatica Inc.
INFA
Shares Held
8
Value
$199
The Bank of New York Mellon Corporation
BK
Shares Held
7
Value
$763
Sempra
SRE
Shares Held
7
Value
$630