Stock Taper

IMA WEALTH, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Kimberly-Clark CorporationKMB323$35.46K
The Travelers Companies, Inc.TRV311$102.67K
3M CompanyMMM309$50.03K
Arch Capital Group Ltd.ACGL306$29.7K
GE AerospaceGE300$112.12K
MDU Resources Group, Inc.MDU300$6.36K
GCM Grosvenor Inc.GCMG298$3.67K
Takeda Pharmaceutical Company LimitedTAK296$4.75K
Cushman & Wakefield plcCWK293$3.92K
Telefonaktiebolaget LM Ericsson (publ)ERIC292$3.26K
Vale S.A.VALE291$4.38K
GE Vernova Inc.GEV287$337.23K
Annaly Capital Management, Inc.NLY281$6.49K
Occidental Petroleum CorporationOXY279$13.55K
BlackRock MuniAssets Fund, Inc.MUA277$3.06K
Reddit, Inc.RDDT275$47.73K
CEMEX, S.A.B. de C.V.CX275$3.3K
TD Synnex CorpSNX275$73.52K
United Microelectronics CorporationUMC273$7.43K
Crocs, Inc.CROX272$32.81K