IMA WEALTH, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMGN | 3 | $847 |
 | EMR | 3 | $394 |
 | WH | 3 | $240 |
 | TER | 3 | $413 |
 | ES | 3 | $213 |
 | APTV | 3 | $259 |
 | HOOD | 3 | $430 |
 | ETSY | 3 | $199 |
 | HIG | 3 | $402 |
 | HCA | 3 | $1.28K |
 | GS | 3 | $2.39K |
 | EW | 3 | $233 |
 | SNA | 3 | $1.04K |
 | SPGI | 3 | $1.46K |
 | WEC | 3 | $344 |
 | FTNT | 3 | $252 |
 | LRCX | 3 | $402 |
 | MSTR | 3 | $967 |
 | CBRE | 3 | $473 |
 | CRUS | 2 | $251 |
Amgen Inc.
AMGN
Shares Held
3
Value
$847
Emerson Electric Co.
EMR
Shares Held
3
Value
$394
Wyndham Hotels & Resorts, Inc.
WH
Shares Held
3
Value
$240
Teradyne, Inc.
TER
Shares Held
3
Value
$413
Eversource Energy
ES
Shares Held
3
Value
$213
Aptiv PLC
APTV
Shares Held
3
Value
$259
Robinhood Markets, Inc.
HOOD
Shares Held
3
Value
$430
Etsy, Inc.
ETSY
Shares Held
3
Value
$199
The Hartford Financial Services Group, Inc.
HIG
Shares Held
3
Value
$402
HCA Healthcare, Inc.
HCA
Shares Held
3
Value
$1.28K
The Goldman Sachs Group, Inc.
GS
Shares Held
3
Value
$2.39K
Edwards Lifesciences Corporation
EW
Shares Held
3
Value
$233
Snap-on Incorporated
SNA
Shares Held
3
Value
$1.04K
S&P Global Inc.
SPGI
Shares Held
3
Value
$1.46K
WEC Energy Group, Inc.
WEC
Shares Held
3
Value
$344
Fortinet, Inc.
FTNT
Shares Held
3
Value
$252
Lam Research Corporation
LRCX
Shares Held
3
Value
$402
MicroStrategy Incorporated
MSTR
Shares Held
3
Value
$967
CBRE Group, Inc.
CBRE
Shares Held
3
Value
$473
Cirrus Logic, Inc.
CRUS
Shares Held
2
Value
$251