IMA WEALTH, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EXAS | 27K | $1.49M |
 | NKE | 27K | $1.91M |
 | CARR | 26K | $1.54M |
 | VLO | 25K | $4.29M |
 | MU | 25K | $4.13M |
 | CTAS | 25K | $5.04M |
 | MRVL | 23K | $1.96M |
 | ONTO | 23K | $2.95M |
 | XOM | 22K | $2.51M |
 | JPM | 22K | $7.01M |
 | MP | 22K | $1.47M |
 | TJX | 21K | $3.10M |
 | MSFT | 21K | $11.07M |
 | FOUR | 21K | $1.65M |
 | MRK | 21K | $1.78M |
 | AMD | 21K | $3.35M |
 | DHR | 20K | $4.07M |
 | BSX | 20K | $1.91M |
 | CRWD | 15K | $7.22M |
 | DOCU | 15K | $1.05M |
Exact Sciences Corporation
EXAS
Shares Held
27K
Value
$1.49M
NIKE, Inc.
NKE
Shares Held
27K
Value
$1.91M
Carrier Global Corporation
CARR
Shares Held
26K
Value
$1.54M
Valero Energy Corporation
VLO
Shares Held
25K
Value
$4.29M
Micron Technology, Inc.
MU
Shares Held
25K
Value
$4.13M
Cintas Corporation
CTAS
Shares Held
25K
Value
$5.04M
Marvell Technology, Inc.
MRVL
Shares Held
23K
Value
$1.96M
Onto Innovation Inc.
ONTO
Shares Held
23K
Value
$2.95M
Exxon Mobil Corporation
XOM
Shares Held
22K
Value
$2.51M
JPMorgan Chase & Co.
JPM
Shares Held
22K
Value
$7.01M
MP Materials Corp.
MP
Shares Held
22K
Value
$1.47M
The TJX Companies, Inc.
TJX
Shares Held
21K
Value
$3.10M
Microsoft Corporation
MSFT
Shares Held
21K
Value
$11.07M
Shift4 Payments, Inc.
FOUR
Shares Held
21K
Value
$1.65M
Merck & Co., Inc.
MRK
Shares Held
21K
Value
$1.78M
Advanced Micro Devices, Inc.
AMD
Shares Held
21K
Value
$3.35M
Danaher Corporation
DHR
Shares Held
20K
Value
$4.07M
Boston Scientific Corporation
BSX
Shares Held
20K
Value
$1.91M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
15K
Value
$7.22M
DocuSign, Inc.
DOCU
Shares Held
15K
Value
$1.05M