Stock Taper

IMA WEALTH, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Generac Holdings Inc.GNRC7.31K$2.14M
Veralto CorporationVLTO7.21K$640.14K
The Coca-Cola CompanyKO7.07K$578.32K
Cigna CorporationCI7.03K$1.94M
Berkshire Hathaway Inc.BRK-B6.47K$3.24M
O'Reilly Automotive, Inc.ORLY6.26K$576.39K
XPO Logistics, Inc.XPO6.25K$1.28M
L3Harris Technologies, Inc.LHX5.94K$1.72M
UnitedHealth Group IncorporatedUNH5.91K$2.46M
Intuitive Surgical, Inc.ISRG5.46K$2.17M
Illinois Tool Works Inc.ITW5.41K$1.47M
Blackstone Inc.BX5.17K$608.2K
Genpact LimitedG5K$137.47K
ONEOK, Inc.OKE4.57K$396.97K
Exxon Mobil CorporationXOM4.54K$621.01K
Illumina, Inc.ILMN4.46K$783.5K
The Kroger Co.KR4.41K$244.72K
Salesforce, Inc.CRM4.39K$689.87K
Ameriprise Financial, Inc.AMP4.37K$2M
Kenvue Inc.KVUE4.35K$83.19K