Stock Taper

IMA WEALTH, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Textron Inc.TXT2.18K$199.72K
Mastercard IncorporatedMA2.16K$1.11M
Uber Technologies, Inc.UBER2.16K$155.72K
AecomACM2.15K$150.07K
T-Mobile US, Inc.TMUS2.09K$350.72K
Regeneron Pharmaceuticals, Inc.REGN2.08K$1.3M
Automatic Data Processing, Inc.ADP2.02K$456.24K
Stryker CorporationSYK2.01K$633.85K
Abbott LaboratoriesABT2K$181.21K
Waste Management, Inc.WM1.94K$432.17K
The Boeing CompanyBA1.86K$401.77K
Cloudflare, Inc.NET1.75K$429.49K
AstraZeneca PLCAZN1.74K$330.51K
iShares Defense Industrials ActIDEF1.71K$54.38K
Archer-Daniels-Midland CompanyADM1.69K$129.19K
Delta Air Lines, Inc.DAL1.69K$158.38K
Jacobs Solutions Inc.J1.66K$209.16K
Mitsubishi UFJ Financial Group, Inc.MUFG1.65K$32.84K
DexCom, Inc.DXCM1.6K$107.89K
Costco Wholesale CorporationCOST1.59K$1.48M