IMA WEALTH, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MDB | 1 | $310 |
 | TTWO | 1 | $258 |
 | OLED | 1 | $144 |
 | DHI | 1 | $169 |
 | DGX | 1 | $191 |
 | WHR | 1 | $79 |
 | APO | 1 | $133 |
 | UHS | 1 | $204 |
 | MPWR | 1 | $922 |
 | CVS | 1 | $75 |
 | JLL | 1 | $298 |
 | PODD | 1 | $309 |
 | CMI | 1 | $422 |
 | KLAC | 1 | $1.08K |
 | PH | 1 | $758 |
 | MTN | 1 | $150 |
 | MSCI | 1 | $567 |
 | LFUS | 1 | $259 |
 | VRT | 1 | $151 |
 | CDW | 1 | $159 |
MongoDB, Inc.
MDB
Shares Held
1
Value
$310
Take-Two Interactive Software, Inc.
TTWO
Shares Held
1
Value
$258
Universal Display Corporation
OLED
Shares Held
1
Value
$144
D.R. Horton, Inc.
DHI
Shares Held
1
Value
$169
Quest Diagnostics Incorporated
DGX
Shares Held
1
Value
$191
Whirlpool Corporation
WHR
Shares Held
1
Value
$79
Apollo Global Management, Inc.
APO
Shares Held
1
Value
$133
Universal Health Services, Inc.
UHS
Shares Held
1
Value
$204
Monolithic Power Systems, Inc.
MPWR
Shares Held
1
Value
$922
CVS Health Corporation
CVS
Shares Held
1
Value
$75
Jones Lang LaSalle Incorporated
JLL
Shares Held
1
Value
$298
Insulet Corporation
PODD
Shares Held
1
Value
$309
Cummins Inc.
CMI
Shares Held
1
Value
$422
KLA Corporation
KLAC
Shares Held
1
Value
$1.08K
Parker-Hannifin Corporation
PH
Shares Held
1
Value
$758
Vail Resorts, Inc.
MTN
Shares Held
1
Value
$150
MSCI Inc.
MSCI
Shares Held
1
Value
$567
Littelfuse, Inc.
LFUS
Shares Held
1
Value
$259
Vertiv Holdings Co
VRT
Shares Held
1
Value
$151
CDW Corporation
CDW
Shares Held
1
Value
$159