HoldingsChannel.com
IMA Wealth Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
INVESCO EXCH TRD SLF IDX FD 535,692 +312,840 $11,860
     BSJL535,692+312,840$11,860
SCHWAB STRATEGIC TR 176,085 +24,969 $10,785
     SCHX176,085+24,969$10,785
INVESCO EXCH TRD SLF IDX FD 441,795 +88,236 $9,357
     BSCM441,795+88,236$9,357
BK OF AMERICA CORP      $8,337
     BAC385,258-31,647$8,179
     BAC.PRL125UNCH$158
SCHWAB STRATEGIC TR 131,569 -1,115 $7,951
     SCHB131,569-1,115$7,951
INVESCO EXCH TRD SLF IDX FD 311,881 +4,196 $6,540
     BSCL311,881+4,196$6,540
INVESCO EXCH TRD SLF IDX FD 271,283 -324,054 $6,240
     BSJK271,283-324,054$6,240
INVESCO EXCH TRD SLF IDX FD 289,219 -16,668 $6,076
     BSCK289,219-16,668$6,076
INVESCO EXCH TRD SLF IDX FD 212,959 +18,151 $4,414
     BSCN212,959+18,151$4,414
INVESCO EXCH TRD SLF IDX FD 213,405 +33,791 $4,407
     BSCO213,405+33,791$4,407
GILEAD SCIENCES INC 55,276 +11,560 $4,132
     GILD55,276+11,560$4,132
INVESCO EXCH TRD SLF IDX FD 182,110 +62,345 $3,945
     BSJM182,110+62,345$3,945
MICROSOFT CORP 24,203 -3,684 $3,817
     MSFT24,203-3,684$3,817
ISHARES TR (PFF) 118,317 -20,466 $3,767
     PFF118,317-20,466$3,767
APPLE INC 13,402 -1,075 $3,408
     AAPL13,402-1,075$3,408
SCHWAB STRATEGIC TR 79,357 +15,005 $3,346
     SCHM79,357+15,005$3,346
BIOMARIN PHARMACEUTICAL INC 39,232 -2,008 $3,315
     BMRN39,232-2,008$3,315
ISHARES TR (IBDM) 133,413 +56,198 $3,289
     IBDM133,413+56,198$3,289
MICRON TECHNOLOGY INC 76,054 -3,146 $3,199
     MU76,054-3,146$3,199
AMERICAN TOWER CORP NEW 14,449 -362 $3,146
     AMT14,449-362$3,146
INVESCO EXCHANGE TRADED FD T (BKLN) 152,465 +46,937 $3,119
     BKLN152,465+46,937$3,119
INTUITIVE SURGICAL INC 6,041 -371 $2,992
     ISRG6,041-371$2,992
ILLUMINA INC 10,594 +785 $2,893
     ILMN10,594+785$2,893
L3HARRIS TECHNOLOGIES INC 15,698 +15,441 $2,828
     LHX15,698+15,441$2,828
SCHWAB STRATEGIC TR 34,862 -1,586 $2,777
     SCHG34,862-1,586$2,777
SCHWAB STRATEGIC TR 101,626 +4,151 $2,626
     SCHF101,626+4,151$2,626
LUMENTUM HLDGS INC 35,624 -12,157 $2,625
     LITE35,624-12,157$2,625
BOSTON SCIENTIFIC CORP 79,791 -1,470 $2,604
     BSX79,791-1,470$2,604
AMAZON COM INC 1,332 +13 $2,597
     AMZN1,332+13$2,597
AMGEN INC 12,403 -357 $2,514
     AMGN12,403-357$2,514
AEROJET ROCKETDYNE HLDGS INC 59,651 -3,533 $2,495
     AJRD59,651-3,533$2,495
SCHWAB STRATEGIC TR 47,869 +8,523 $2,466
     SCHA47,869+8,523$2,466
CISCO SYS INC 61,676 -3,129 $2,424
     CSCO61,676-3,129$2,424
ONTO INNOVATION INC 78,844 -26,033 $2,339
     NANO78,844-26,033$2,339
VISA INC 14,464 -3,544 $2,330
     V14,464-3,544$2,330
ALIBABA GROUP HLDG LTD 11,246 -704 $2,187
     BABA11,246-704$2,187
CROWDSTRIKE HLDGS INC 38,267 +15,317 $2,131
     CRWD38,267+15,317$2,131
UNITED TECHNOLOGIES CORP 21,210 -5,250 $2,001
     UTX21,210-5,250$2,001
JPMORGAN CHASE & CO 22,033 -10,251 $1,984
     JPM22,033-10,251$1,984
EVOLENT HEALTH INC 359,416 -17,506 $1,952
     EVH359,416-17,506$1,952
ABBVIE INC 25,406 -3,948 $1,936
     ABBV25,406-3,948$1,936
DATADOG INC 53,011 +53,011 $1,907
     DDOG53,011+53,011$1,907
REPLIGEN CORP 19,741 +19,591 $1,906
     RGEN19,741+19,591$1,906
SCHWAB STRATEGIC TR 41,925 -2,526 $1,856
     SCHV41,925-2,526$1,856
NVIDIA CORP 6,990 -7,049 $1,843
     NVDA6,990-7,049$1,843
ISHARES TR (IVV) 7,030 UNCH $1,817
     IVV7,030UNCH$1,817
UNITEDHEALTH GROUP INC 7,278 +2,413 $1,815
     UNH7,278+2,413$1,815
FACEBOOK INC 10,776 +10,776 $1,797
     FB10,776+10,776$1,797
BROOKS AUTOMATION INC NEW 56,929 -5,445 $1,736
     BRKS56,929-5,445$1,736
REGENERON PHARMACEUTICALS 3,468 -2,497 $1,693
     REGN3,468-2,497$1,693

See Full List: All Stocks Held By IMA Wealth Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By IMA Wealth Inc.

Size ($ in 1000's)
At 03/31/2020: $227,220
At 12/31/2019: $269,437

IMA Wealth Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from IMA Wealth Inc. 13F filings. Link to 13F filings: SEC filings

IMA Wealth Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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