Stock Taper

IMA WEALTH, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Shopify Inc.SHOP393$44.87K
Shell plcSHEL389$30.16K
Banco Bilbao Vizcaya Argentaria, S.A.BBVA383$9.6K
Builders FirstSource, Inc.BLDR381$34.09K
The Walt Disney CompanyDIS377$36.34K
Warner Bros. Discovery, Inc.WBD377$10.05K
Anheuser-Busch InBev SA/NVBUD376$30.98K
Medline Inc.MDLN367$14.47K
Lockheed Martin CorporationLMT364$185.4K
Public StoragePSA359$114.27K
Southern Copper CorporationSCCO355$61.86K
American Electric Power Company, Inc.AEP348$47.61K
Tyson Foods, Inc.TSN348$19.92K
Sony Group CorporationSONY342$6.86K
Constellation Energy CorporationCEG342$84.94K
EA Electronic Arts IncEA335$68.69K
Slb N.V.SLB332$15.53K
Consolidated Edison, Inc.ED330$36.5K
Aon plcAON327$108.46K
Check Point Software Technologies Ltd.CHKP324$42.58K