Stock Taper

IMA WEALTH, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
American Healthcare REIT, Inc.AHR826$43.08K
Exelon CorporationEXC838$39.07K
Garmin Ltd.GRMN839$199.3K
American Express CompanyAXP849$287.17K
CSX CorporationCSX850$40.4K
Cisco Systems, Inc.CSCO850$99.88K
Cardinal Health, Inc.CAH924$219.5K
Lincoln Electric Holdings, Inc.LECO940$250.32K
JetBlue Airways CorporationJBLU1K$5.73K
Colgate-Palmolive CompanyCL1.02K$93.7K
Celsius Holdings, Inc.CELH1.03K$30.13K
Honeywell International Inc.HON1.03K$230.84K
Ionis Pharmaceuticals, Inc.IONS1.04K$82.22K
Haleon plcHLN1.08K$10.04K
Rithm Capital Corp.RITM1.08K$10.14K
Plains GP Holdings LPPAGP1.11K$26.96K
Bank of America CorporationBAC-PL1.11K$1.37M
Guardant Health, Inc.GH1.12K$167.43K
NatWest Group plcNWG1.13K$19.96K
Vertiv Holdings CoVRT1.13K$379.35K