Stock Taper

IMA WEALTH, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
TD Synnex CorpSNX275$73.52K
BlackRock MuniAssets Fund, Inc.MUA277$3.06K
Occidental Petroleum CorporationOXY279$13.55K
Annaly Capital Management, Inc.NLY281$6.49K
GE Vernova Inc.GEV287$337.23K
Vale S.A.VALE291$4.38K
Telefonaktiebolaget LM Ericsson (publ)ERIC292$3.26K
Cushman & Wakefield plcCWK293$3.92K
Takeda Pharmaceutical Company LimitedTAK296$4.75K
GCM Grosvenor Inc.GCMG298$3.67K
MDU Resources Group, Inc.MDU300$6.36K
GE AerospaceGE300$112.12K
Arch Capital Group Ltd.ACGL306$29.7K
3M CompanyMMM309$50.03K
The Travelers Companies, Inc.TRV311$102.67K
Kimberly-Clark CorporationKMB323$35.46K
Check Point Software Technologies Ltd.CHKP324$42.58K
Aon plcAON327$108.46K
Consolidated Edison, Inc.ED330$36.5K
Slb N.V.SLB332$15.53K