IMA WEALTH, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVX | 14K | $2.25M |
 | COF | 14K | $2.93M |
 | LITE | 13K | $2.15M |
 | META | 13K | $9.63M |
 | FTV | 13K | $613.94K |
 | VTRS | 12K | $120.93K |
 | V | 12K | $4.05M |
 | ZBRA | 11K | $3.27M |
 | AMAT | 11K | $2.25M |
 | ABBV | 10K | $2.41M |
 | JNJ | 10K | $1.89M |
 | AVGO | 10K | $3.32M |
 | OTIS | 10K | $868.86K |
 | TSLA | 9K | $4.17M |
 | ZTS | 9K | $1.30M |
 | SBUX | 9K | $736.78K |
 | KO | 8K | $559.09K |
 | CI | 8K | $2.39M |
 | MTZ | 8K | $1.75M |
 | ALAB | 8K | $1.57M |
Chevron Corporation
CVX
Shares Held
14K
Value
$2.25M
Capital One Financial Corporation
COF
Shares Held
14K
Value
$2.93M
Lumentum Holdings Inc.
LITE
Shares Held
13K
Value
$2.15M
Meta Platforms, Inc.
META
Shares Held
13K
Value
$9.63M
Fortive Corporation
FTV
Shares Held
13K
Value
$613.94K
Viatris Inc.
VTRS
Shares Held
12K
Value
$120.93K
Visa Inc.
V
Shares Held
12K
Value
$4.05M
Zebra Technologies Corporation
ZBRA
Shares Held
11K
Value
$3.27M
Applied Materials, Inc.
AMAT
Shares Held
11K
Value
$2.25M
AbbVie Inc.
ABBV
Shares Held
10K
Value
$2.41M
Johnson & Johnson
JNJ
Shares Held
10K
Value
$1.89M
Broadcom Inc.
AVGO
Shares Held
10K
Value
$3.32M
Otis Worldwide Corporation
OTIS
Shares Held
10K
Value
$868.86K
Tesla, Inc.
TSLA
Shares Held
9K
Value
$4.17M
Zoetis Inc.
ZTS
Shares Held
9K
Value
$1.30M
Starbucks Corporation
SBUX
Shares Held
9K
Value
$736.78K
The Coca-Cola Company
KO
Shares Held
8K
Value
$559.09K
Cigna Corporation
CI
Shares Held
8K
Value
$2.39M
MasTec, Inc.
MTZ
Shares Held
8K
Value
$1.75M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
8K
Value
$1.57M