Stock Taper

IMA WEALTH, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Broadcom Inc.AVGO13.79K$5.21M
CrowdStrike Holdings, Inc.CRWD13.71K$10.46M
Micron Technology, Inc.MU13.56K$15.65M
Oracle CorporationORCL12.99K$1.9M
Capital One Financial CorporationCOF12.37K$2.48M
AbbVie Inc.ABBV11.1K$2.79M
Johnson & JohnsonJNJ10.74K$2.73M
Applied Materials, Inc.AMAT10.3K$7.45M
Fortive CorporationFTV10.14K$620.31K
Keurig Dr Pepper Inc.KDP10.01K$327.5K
Tesla, Inc.TSLA9.36K$3.94M
Otis Worldwide CorporationOTIS9.02K$645.85K
Zebra Technologies CorporationZBRA8.8K$2.32M
Lumentum Holdings Inc.LITE8.79K$7.54M
Lowe's Companies, Inc.LOW8.58K$1.89M
Astera Labs, Inc. Common StockALAB8.26K$3.99M
Bristol-Myers Squibb CompanyBMY8.12K$467.59K
Starbucks CorporationSBUX8.07K$825.08K
Diamondback Energy, Inc.FANG7.98K$1.4M
MasTec, Inc.MTZ7.5K$3.12M