IMA WEALTH, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DTE | 2 | $285 |
 | TT | 2 | $844 |
 | AEE | 2 | $209 |
 | DLR | 2 | $346 |
 | DG | 2 | $207 |
 | DELL | 2 | $284 |
 | DASH | 2 | $544 |
 | CEG | 2 | $658 |
 | VOYA | 2 | $150 |
 | VST | 2 | $392 |
 | ADSK | 2 | $635 |
 | CDNS | 2 | $703 |
 | CCI | 2 | $193 |
 | BG | 2 | $163 |
 | NEM | 2 | $169 |
 | NOW | 2 | $1.84K |
 | NSC | 2 | $601 |
 | DLTR | 1 | $94 |
 | MTSI | 1 | $124 |
 | JBHT | 1 | $134 |
DTE Energy Company
DTE
Shares Held
2
Value
$285
Trane Technologies plc
TT
Shares Held
2
Value
$844
Ameren Corporation
AEE
Shares Held
2
Value
$209
Digital Realty Trust, Inc.
DLR
Shares Held
2
Value
$346
Dollar General Corporation
DG
Shares Held
2
Value
$207
Dell Technologies Inc.
DELL
Shares Held
2
Value
$284
DoorDash, Inc.
DASH
Shares Held
2
Value
$544
Constellation Energy Corporation
CEG
Shares Held
2
Value
$658
Voya Financial, Inc.
VOYA
Shares Held
2
Value
$150
Vistra Corp.
VST
Shares Held
2
Value
$392
Autodesk, Inc.
ADSK
Shares Held
2
Value
$635
Cadence Design Systems, Inc.
CDNS
Shares Held
2
Value
$703
Crown Castle Inc.
CCI
Shares Held
2
Value
$193
Bunge Global S.A.
BG
Shares Held
2
Value
$163
Newmont Corporation
NEM
Shares Held
2
Value
$169
ServiceNow, Inc.
NOW
Shares Held
2
Value
$1.84K
Norfolk Southern Corporation
NSC
Shares Held
2
Value
$601
Dollar Tree, Inc.
DLTR
Shares Held
1
Value
$94
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
1
Value
$124
J.B. Hunt Transport Services, Inc.
JBHT
Shares Held
1
Value
$134