IMA WEALTH, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ELV | 4K | $1.21M |
 | ADP | 4K | $1.11M |
 | IRTC | 3K | $555.53K |
 | IRM | 3K | $303.55K |
 | ILMN | 3K | $272.47K |
 | BRK-B | 3K | $1.43M |
 | ULTA | 3K | $1.46M |
 | FDX | 2K | $536.68K |
 | REGN | 2K | $1.22M |
 | T | 2K | $55.66K |
 | TFC | 2K | $89.66K |
 | CNC | 2K | $69.36K |
 | UBER | 2K | $187.81K |
 | BMY | 2K | $85.24K |
 | FLG | 2K | $21.32K |
 | ADM | 2K | $108.79K |
 | ABT | 2K | $243.37K |
 | MA | 2K | $1.02M |
 | DAL | 2K | $89.10K |
 | DY | 2K | $457.19K |
Elevance Health Inc.
ELV
Shares Held
4K
Value
$1.21M
Automatic Data Processing, Inc.
ADP
Shares Held
4K
Value
$1.11M
iRhythm Technologies, Inc.
IRTC
Shares Held
3K
Value
$555.53K
Iron Mountain Incorporated
IRM
Shares Held
3K
Value
$303.55K
Illumina, Inc.
ILMN
Shares Held
3K
Value
$272.47K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.43M
Ulta Beauty, Inc.
ULTA
Shares Held
3K
Value
$1.46M
FedEx Corporation
FDX
Shares Held
2K
Value
$536.68K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
2K
Value
$1.22M
AT&T Inc.
T
Shares Held
2K
Value
$55.66K
Truist Financial Corporation
TFC
Shares Held
2K
Value
$89.66K
Centene Corporation
CNC
Shares Held
2K
Value
$69.36K
Uber Technologies, Inc.
UBER
Shares Held
2K
Value
$187.81K
Bristol-Myers Squibb Company
BMY
Shares Held
2K
Value
$85.24K
Flagstar Financial, Inc.
FLG
Shares Held
2K
Value
$21.32K
Archer-Daniels-Midland Company
ADM
Shares Held
2K
Value
$108.79K
Abbott Laboratories
ABT
Shares Held
2K
Value
$243.37K
Mastercard Incorporated
MA
Shares Held
2K
Value
$1.02M
Delta Air Lines, Inc.
DAL
Shares Held
2K
Value
$89.10K
Dycom Industries, Inc.
DY
Shares Held
2K
Value
$457.19K