HoldingsChannel.com
IMA Wealth Inc. Top Holdings
As of  03/31/2022, below is a summary of the IMA Wealth Inc. top holdings by largest position size, as per the latest 13f filing made by IMA Wealth Inc.. In the IMA Wealth Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by IMA Wealth Inc. in that top holding, then the share count change between reporting periods, and finally the IMA Wealth Inc. top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 631,456 +324,849 $34,004
     SCHX631,456+324,849$34,004
INVESCO EXCH TRD SLF IDX FD 1,112,466 +58,975 $23,473
     BSCN1,112,466+58,975$23,473
INVESCO EXCH TRD SLF IDX FD 1,020,376 +45,605 $21,693
     BSCM1,020,376+45,605$21,693
INVESCO EXCH TRD SLF IDX FD 763,524 +42,140 $17,492
     BSJM763,524+42,140$17,492
BK OF AMERICA CORP      $15,698
     BAC378,118-6,392$15,586
     BAC.PRL85UNCH$112
INVESCO EXCH TRD SLF IDX FD 603,728 +41,803 $14,797
     BSJN603,728+41,803$14,797
SCHWAB STRATEGIC TR 254,626 +125,971 $13,594
     SCHB254,626+125,971$13,594
INVESCO EXCH TRADED FD TR II (BKLN) 580,562 +35,578 $12,639
     BKLN580,562+35,578$12,639
INVESCO EXCH TRD SLF IDX FD 536,077 +9,860 $11,295
     BSCO536,077+9,860$11,295
SCHWAB STRATEGIC TR 143,177 +6,171 $10,861
     SCHM143,177+6,171$10,861
SCHWAB STRATEGIC TR 165,386 +87,303 $7,833
     SCHA165,386+87,303$7,833
APPLE INC 43,439 -3,635 $7,585
     AAPL43,439-3,635$7,585
MICROSOFT CORP 21,047 +220 $6,489
     MSFT21,047+220$6,489
SCHWAB STRATEGIC TR 174,166 +10,247 $6,395
     SCHF174,166+10,247$6,395
AMAZON COM INC 1,863 +411 $6,073
     AMZN1,863+411$6,073
VALERO ENERGY CORP 49,329 -6,767 $5,009
     VLO49,329-6,767$5,009
SHIFT4 PMTS INC 76,076 +32,374 $4,711
     FOUR76,076+32,374$4,711
JPMORGAN CHASE & CO 33,154 +7,298 $4,520
     JPM33,154+7,298$4,520
ISHARES TR (IBDQ) 176,299 +24,308 $4,452
     IBDQ176,299+24,308$4,452
NVIDIA CORPORATION 16,235 -2,751 $4,430
     NVDA16,235-2,751$4,430
SCHWAB STRATEGIC TR 57,358 +28,428 $4,292
     SCHG57,358+28,428$4,292
CROWDSTRIKE HLDGS INC 18,893 -1,053 $4,290
     CRWD18,893-1,053$4,290
SPLUNK INC 28,156 +4,705 $4,184
     SPLK28,156+4,705$4,184
ISHARES TR (PFF) 110,550 -3,956 $4,026
     PFF110,550-3,956$4,026
MERCADOLIBRE INC 3,343 +631 $3,976
     MELI3,343+631$3,976
DATADOG INC 26,152 -8,906 $3,961
     DDOG26,152-8,906$3,961
LUMENTUM HLDGS INC 39,522 -1,198 $3,857
     LITE39,522-1,198$3,857
AEROJET ROCKETDYNE HLDGS INC 95,298 +95,077 $3,750
     AJRD95,298+95,077$3,750
AES CORP 145,688 +10,815 $3,749
     AES145,688+10,815$3,749
ONEMAIN HLDGS INC 78,628 +78,628 $3,728
     OMF78,628+78,628$3,728
FIRST TR EXCH TRADED FD III (FPE) 194,586 +11,528 $3,701
     FPE194,586+11,528$3,701
MP MATERIALS CORP 59,940 +8,388 $3,437
     MP59,940+8,388$3,437
CAPITAL ONE FINL CORP 25,609 +1,024 $3,362
     COF25,609+1,024$3,362
PFIZER INC 64,946 -2,189 $3,362
     PFE64,946-2,189$3,362
EVOLENT HEALTH INC 102,573 -26,007 $3,313
     EVH102,573-26,007$3,313
KINDER MORGAN INC DEL 172,049 +172,049 $3,253
     KMI172,049+172,049$3,253
PIONEER NAT RES CO 12,980 -10,017 $3,245
     PXD12,980-10,017$3,245
AMERIPRISE FINL INC 10,584 -1,604 $3,179
     AMP10,584-1,604$3,179
ISHARES TR (EFAV) 43,039 +2,092 $3,105
     EFAV43,039+2,092$3,105
CURO GROUP HOLDINGS CORP 235,472 UNCH $3,073
     CURO235,472UNCH$3,073
META PLATFORMS INC 13,783 +1,630 $3,065
     FB13,783+1,630$3,065
INTUITIVE SURGICAL INC 10,133 +988 $3,057
     ISRG10,133+988$3,057
ENVESTNET INC 40,771 -279 $3,035
     ENV40,771-279$3,035
REPLIGEN CORP 15,974 -430 $3,005
     RGEN15,974-430$3,005
REGENERON PHARMACEUTICALS 4,229 -122 $2,954
     REGN4,229-122$2,954
UNITEDHEALTH GROUP INC 5,687 -1,593 $2,900
     UNH5,687-1,593$2,900
ISHARES TR (IVV) 6,375 UNCH $2,892
     IVV6,375UNCH$2,892
MERCK & CO INC 35,078 +497 $2,878
     MRK35,078+497$2,878
GENERAL ELECTRIC CO 31,271 +985 $2,861
     GE31,271+985$2,861
WELLS FARGO CO NEW      $2,860
     WFC56,682+35,763$2,747
     WFC.PRL85UNCH$113

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 03/31/2022: $435,678
At 12/31/2021: $452,855

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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