IMA WEALTH, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NI | 5 | $217 |
 | NXPI | 5 | $1.14K |
 | PEG | 5 | $417 |
 | PINS | 5 | $161 |
 | PSX | 5 | $680 |
 | SPG | 5 | $938 |
 | STT | 5 | $580 |
 | TMUS | 5 | $1.20K |
 | TTEK | 5 | $167 |
 | VTR | 5 | $352 |
 | LIN | 4 | $1.90K |
 | XYZ | 4 | $289 |
 | NXT | 4 | $296 |
 | J | 4 | $599 |
 | MKSI | 4 | $495 |
 | CHRW | 4 | $532 |
 | PHM | 4 | $529 |
 | PANW | 4 | $814 |
 | NDAQ | 4 | $354 |
 | WTFC | 4 | $530 |
NiSource Inc.
NI
Shares Held
5
Value
$217
NXP Semiconductors N.V.
NXPI
Shares Held
5
Value
$1.14K
Public Service Enterprise Group Incorporated
PEG
Shares Held
5
Value
$417
Pinterest, Inc.
PINS
Shares Held
5
Value
$161
Phillips 66
PSX
Shares Held
5
Value
$680
Simon Property Group, Inc.
SPG
Shares Held
5
Value
$938
State Street Corporation
STT
Shares Held
5
Value
$580
T-Mobile US, Inc.
TMUS
Shares Held
5
Value
$1.20K
Tetra Tech, Inc.
TTEK
Shares Held
5
Value
$167
Ventas, Inc.
VTR
Shares Held
5
Value
$352
Linde plc
LIN
Shares Held
4
Value
$1.90K
Block, Inc.
XYZ
Shares Held
4
Value
$289
Nextpower Inc.
NXT
Shares Held
4
Value
$296
Jacobs Solutions Inc.
J
Shares Held
4
Value
$599
MKS Inc.
MKSI
Shares Held
4
Value
$495
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
4
Value
$532
PulteGroup, Inc.
PHM
Shares Held
4
Value
$529
Palo Alto Networks, Inc.
PANW
Shares Held
4
Value
$814
Nasdaq, Inc.
NDAQ
Shares Held
4
Value
$354
Wintrust Financial Corporation
WTFC
Shares Held
4
Value
$530