Stock Taper

IMA WEALTH, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Palantir Technologies Inc.PLTR774$90.3K
Apollo Global Management, Inc.APO761$90.03K
Novartis AGNVS743$116.44K
MetLife, Inc.MET737$62.34K
ER EQUITY RESIDENTIALEQR736$50.05K
Repligen CorporationRGEN730$99.6K
Newmont CorporationNEM723$67.55K
The Clorox CompanyCLX722$68.91K
Copart, Inc.CPRT715$20.16K
The AES CorporationAES685$10.04K
The Williams Companies, Inc.WMB685$50.92K
BP p.l.c.BP672$24.83K
OGE Energy Corp.OGE661$32.16K
Space Exploration Technologies Corp.SPCX658$112.43K
On Holding AGONON657$23.27K
Barclays PLCBCS653$17.54K
Tractor Supply CompanyTSCO650$20.55K
Duke Energy CorporationDUK647$81.92K
British American Tobacco p.l.c.BTI641$39.59K
Ambev S.A.ABEV631$1.99K