IMA WEALTH, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RGEN | 730 | $97.58K |
 | AXP | 724 | $240.48K |
 | PFE | 715 | $18.22K |
 | SJM | 706 | $76.67K |
 | UPS | 669 | $55.88K |
 | SW | 657 | $27.97K |
 | CROX | 646 | $53.97K |
 | NVS | 640 | $82.07K |
 | OKE | 579 | $42.25K |
 | APD | 562 | $153.27K |
 | VZ | 556 | $24.44K |
 | PEP | 550 | $77.24K |
 | CLX | 527 | $64.98K |
 | GILD | 502 | $55.72K |
 | BKH | 500 | $30.80K |
 | WM | 489 | $107.99K |
 | CBSH | 459 | $27.43K |
 | UNFI | 451 | $16.97K |
 | EA | 409 | $82.50K |
 | MS | 398 | $63.27K |
Repligen Corporation
RGEN
Shares Held
730
Value
$97.58K
American Express Company
AXP
Shares Held
724
Value
$240.48K
Pfizer Inc.
PFE
Shares Held
715
Value
$18.22K
The J. M. Smucker Company
SJM
Shares Held
706
Value
$76.67K
United Parcel Service, Inc.
UPS
Shares Held
669
Value
$55.88K
Smurfit Westrock Plc
SW
Shares Held
657
Value
$27.97K
Crocs, Inc.
CROX
Shares Held
646
Value
$53.97K
Novartis AG
NVS
Shares Held
640
Value
$82.07K
ONEOK, Inc.
OKE
Shares Held
579
Value
$42.25K
Air Products and Chemicals, Inc.
APD
Shares Held
562
Value
$153.27K
Verizon Communications Inc.
VZ
Shares Held
556
Value
$24.44K
PepsiCo, Inc.
PEP
Shares Held
550
Value
$77.24K
The Clorox Company
CLX
Shares Held
527
Value
$64.98K
Gilead Sciences, Inc.
GILD
Shares Held
502
Value
$55.72K
Black Hills Corporation
BKH
Shares Held
500
Value
$30.80K
Waste Management, Inc.
WM
Shares Held
489
Value
$107.99K
Commerce Bancshares, Inc.
CBSH
Shares Held
459
Value
$27.43K
United Natural Foods, Inc.
UNFI
Shares Held
451
Value
$16.97K
Electronic Arts Inc.
EA
Shares Held
409
Value
$82.50K
Morgan Stanley
MS
Shares Held
398
Value
$63.27K