IMA Wealth, Inc. Diversified Active

CIK: 0001455495 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $830,489 (100.0% shares, 0.0% debt)

Holdings (169)

DSI ISHARES TR 11.3%
Value ($000) $93,712 Shares 851,724 Est. Cost $110.03 Unrealized
SCHD SCHWAB STRATEGIC TR 8.8%
Value ($000) $73,407 Shares 2,687,274 Est. Cost $27.32 Unrealized
DMXF ISHARES TR 6.1%
Value ($000) $50,357 Shares 779,899 Est. Cost $64.57 Unrealized
VV VANGUARD INDEX FDS 5.4%
Value ($000) $44,954 Shares 167,405 Est. Cost $268.54 Unrealized
SCHX SCHWAB STRATEGIC TR 5.1%
Value ($000) $42,717 Shares 1,842,819 Est. Cost $38.41 Unrealized
VXUS VANGUARD STAR FDS 2.9%
Value ($000) $24,343 Shares 413,192 Est. Cost $58.92 Unrealized
SCHB SCHWAB STRATEGIC TR 2.2%
Value ($000) $18,608 Shares 819,732 Est. Cost $37.53 Unrealized
SPY SPDR S&P 500 ETF TR 1.9%
Value ($000) $15,527 Shares 26,493 Est. Cost $586.09 Unrealized
BND VANGUARD BD INDEX FDS 1.6%
Value ($000) $13,350 Shares 185,652 Est. Cost $75.04 Unrealized
HYDB ISHARES TR 1.6%
Value ($000) $13,169 Shares 280,125 Est. Cost $44.96 Unrealized
SCHM SCHWAB STRATEGIC TR 1.5%
Value ($000) $12,497 Shares 450,975 Est. Cost $45.76 Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 1.5%
Value ($000) $12,336 Shares 633,282 Est. Cost $18.80 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 1.5%
Value ($000) $12,087 Shares 261,245 Est. Cost $46.73 Unrealized
SCHA SCHWAB STRATEGIC TR 1.4%
Value ($000) $11,746 Shares 454,218 Est. Cost $38.49 Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 1.4%
Value ($000) $11,664 Shares 579,454 Est. Cost $19.72 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 1.4%
Value ($000) $11,422 Shares 99,813 Est. Cost $114.43 Unrealized
NVDA NVIDIA CORPORATION 1.2%
Value ($000) $10,094 Shares 75,165 Est. Cost $92.58 Unrealized +48.8%
SCZ ISHARES TR 1.1%
Value ($000) $9,271 Shares 152,767 Est. Cost $60.69 Unrealized
MSFT MICROSOFT CORP 1.1%
Value ($000) $8,927 Shares 21,178 Est. Cost $423.10 Unrealized -0.2%
AAPL APPLE INC 1.0%
Value ($000) $8,290 Shares 33,103 Est. Cost $180.37 Unrealized +30.0%
IJR ISHARES TR 1.0%
Value ($000) $7,891 Shares 68,488 Est. Cost $115.22 Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $7,890 Shares 482,003 Est. Cost $16.88 Unrealized
AMZN AMAZON COM INC 0.9%
Value ($000) $7,794 Shares 35,527 Est. Cost $132.15 Unrealized +54.8%
BIL SPDR SER TR 0.9%
Value ($000) $7,746 Shares 84,723 Est. Cost $91.72 Unrealized
SCHF SCHWAB STRATEGIC TR 0.9%
Value ($000) $7,677 Shares 414,993 Est. Cost $29.63 Unrealized
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $7,494 Shares 44,701 Est. Cost $164.23 Unrealized +0.9%
BSCQ INVESCO EXCH TRD SLF IDX FD 0.9%
Value ($000) $7,444 Shares 383,128 Est. Cost $18.99 Unrealized
META META PLATFORMS INC 0.9%
Value ($000) $7,400 Shares 12,639 Est. Cost $272.48 Unrealized +114.6%
SCHG SCHWAB STRATEGIC TR 0.8%
Value ($000) $6,855 Shares 245,974 Est. Cost $45.88 Unrealized
EFA ISHARES TR 0.7%
Value ($000) $5,867 Shares 77,601 Est. Cost $75.61 Unrealized
SPSM SPDR SER TR 0.7%
Value ($000) $5,646 Shares 125,850 Est. Cost $44.86 Unrealized
FAST FASTENAL CO 0.7%
Value ($000) $5,582 Shares 77,624 Est. Cost $32.92 Unrealized +15.9%
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $5,498 Shares 22,938 Est. Cost $108.48 Unrealized +110.2%
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $5,471 Shares 18,878 Est. Cost $289.81 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value ($000) $5,263 Shares 15,383 Est. Cost $100.36 Unrealized +231.3%
GOOG ALPHABET INC 0.6%
Value ($000) $5,156 Shares 27,073 Est. Cost $133.34 Unrealized +31.7%
DHR DANAHER CORPORATION 0.6%
Value ($000) $5,032 Shares 21,895 Est. Cost $262.43 Unrealized -7.0%
VEU VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $4,940 Shares 86,314 Est. Cost $57.23 Unrealized
DDOG DATADOG INC 0.6%
Value ($000) $4,921 Shares 34,437 Est. Cost $74.47 Unrealized +84.4%
BSJR INVESCO EXCH TRD SLF IDX FD 0.6%
Value ($000) $4,667 Shares 208,344 Est. Cost $22.11 Unrealized
CTAS CINTAS CORP 0.5%
Value ($000) $4,483 Shares 24,540 Est. Cost $190.88 Unrealized +9.1%
QCOM QUALCOMM INC 0.5%
Value ($000) $4,354 Shares 28,341 Est. Cost $171.16 Unrealized -6.8%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.5%
Value ($000) $4,248 Shares 11,000 Est. Cost $335.88 Unrealized +15.3%
GWW GRAINGER W W INC 0.5%
Value ($000) $4,163 Shares 3,950 Est. Cost $956.89 Unrealized +16.6%
KMI KINDER MORGAN INC DEL 0.5%
Value ($000) $3,939 Shares 143,766 Est. Cost $14.27 Unrealized +74.3%
WMT WALMART INC 0.5%
Value ($000) $3,867 Shares 42,707 Est. Cost $72.48 Unrealized +18.4%
V VISA INC 0.5%
Value ($000) $3,810 Shares 12,057 Est. Cost $145.95 Unrealized +104.4%
TSLA TESLA INC 0.5%
Value ($000) $3,797 Shares 9,403 Est. Cost $175.45 Unrealized +83.4%
EXEL EXELIXIS INC 0.5%
Value ($000) $3,794 Shares 113,936 Est. Cost $17.42 Unrealized +86.2%
VOO VANGUARD INDEX FDS 0.4%
Value ($000) $3,639 Shares 6,752 Est. Cost $537.28 Unrealized
ONTO ONTO INNOVATION INC 0.4%
Value ($000) $3,595 Shares 21,572 Est. Cost $201.83 Unrealized -9.5%
FPE FIRST TR EXCH TRADED FD III 0.4%
Value ($000) $3,542 Shares 200,129 Est. Cost $18.10 Unrealized
AVUV AMERICAN CENTY ETF TR 0.4%
Value ($000) $3,328 Shares 34,474 Est. Cost $80.73 Unrealized
VLO VALERO ENERGY CORP 0.4%
Value ($000) $3,277 Shares 26,734 Est. Cost $43.60 Unrealized +196.2%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $3,276 Shares 30,455 Est. Cost $110.09 Unrealized +2.1%
ISRA VANECK ETF TRUST 0.4%
Value ($000) $3,261 Shares 74,933 Est. Cost $43.52 Unrealized
EFAV ISHARES TR 0.4%
Value ($000) $3,204 Shares 45,316 Est. Cost $70.69 Unrealized
PABU ISHARES TR 0.4%
Value ($000) $3,083 Shares 47,406 Est. Cost $65.04 Unrealized
OMF ONEMAIN HLDGS INC 0.4%
Value ($000) $3,059 Shares 58,674 Est. Cost $47.53 Unrealized +9.1%
AMP AMERIPRISE FINL INC 0.4%
Value ($000) $3,053 Shares 5,734 Est. Cost $200.78 Unrealized +162.2%
PFF ISHARES TR 0.4%
Value ($000) $3,019 Shares 96,020 Est. Cost $33.23 Unrealized
PSTG PURE STORAGE INC 0.4%
Value ($000) $3,014 Shares 49,064 Est. Cost $41.13 Unrealized +35.4%
C CITIGROUP INC 0.4%
Value ($000) $2,983 Shares 42,382 Est. Cost $59.58 Unrealized +9.7%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.4%
Value ($000) $2,974 Shares 56,079 Est. Cost $50.70 Unrealized +5.5%
ISRG INTUITIVE SURGICAL INC 0.4%
Value ($000) $2,925 Shares 5,604 Est. Cost $283.99 Unrealized +83.4%
TJX TJX COS INC NEW 0.3%
Value ($000) $2,842 Shares 23,524 Est. Cost $112.73 Unrealized +4.4%
FOUR SHIFT4 PMTS INC 0.3%
Value ($000) $2,649 Shares 25,525 Est. Cost $59.71 Unrealized +66.3%
MELI MERCADOLIBRE INC 0.3%
Value ($000) $2,416 Shares 1,421 Est. Cost $1371.50 Unrealized +42.0%
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $2,371 Shares 13,295 Est. Cost $115.86 Unrealized +47.3%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $2,255 Shares 25,248 Est. Cost $78.83 Unrealized +11.7%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $2,243 Shares 15,485 Est. Cost $140.18 Unrealized +3.8%
IWV ISHARES TR 0.3%
Value ($000) $2,236 Shares 6,690 Est. Cost $326.73 Unrealized
AVGO BROADCOM INC 0.3%
Value ($000) $2,129 Shares 9,185 Est. Cost $179.36 Unrealized +2.0%
ADBE ADOBE INC 0.3%
Value ($000) $2,125 Shares 4,778 Est. Cost $545.92 Unrealized -9.3%
ESGD ISHARES TR 0.3%
Value ($000) $2,120 Shares 27,842 Est. Cost $76.14 Unrealized
CI THE CIGNA GROUP 0.3%
Value ($000) $2,085 Shares 7,551 Est. Cost $334.59 Unrealized -6.9%
MRK MERCK & CO INC 0.2%
Value ($000) $2,059 Shares 20,531 Est. Cost $63.17 Unrealized +56.2%
CRM SALESFORCE INC 0.2%
Value ($000) $2,050 Shares 6,124 Est. Cost $176.32 Unrealized +79.6%
TGT TARGET CORP 0.2%
Value ($000) $2,029 Shares 15,010 Est. Cost $138.39 Unrealized -1.2%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,996 Shares 3,946 Est. Cost $277.39 Unrealized +99.3%
LOW LOWES COS INC 0.2%
Value ($000) $1,991 Shares 8,067 Est. Cost $236.16 Unrealized +10.7%
AOR ISHARES TR 0.2%
Value ($000) $1,962 Shares 34,502 Est. Cost $56.87 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $1,961 Shares 12,038 Est. Cost $172.63 Unrealized +2.2%
NKE NIKE INC 0.2%
Value ($000) $1,945 Shares 25,576 Est. Cost $76.01 Unrealized +0.6%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $1,922 Shares 15,916 Est. Cost $163.93 Unrealized -12.2%
ABBV ABBVIE INC 0.2%
Value ($000) $1,914 Shares 10,772 Est. Cost $58.88 Unrealized +201.3%
AVEM AMERICAN CENTY ETF TR 0.2%
Value ($000) $1,904 Shares 32,379 Est. Cost $62.10 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $1,895 Shares 22,480 Est. Cost $103.86 Unrealized -2.5%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $1,873 Shares 12,803 Est. Cost $144.03 Unrealized +6.3%
SHV ISHARES TR 0.2%
Value ($000) $1,852 Shares 16,819 Est. Cost $110.11 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.2%
Value ($000) $1,815 Shares 26,509 Est. Cost $28.45 Unrealized +161.5%
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,688 Shares 38,410 Est. Cost $32.80 Unrealized +30.6%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $1,661 Shares 6,514 Est. Cost $237.29 Unrealized +8.4%
REGN REGENERON PHARMACEUTICALS 0.2%
Value ($000) $1,640 Shares 2,302 Est. Cost $396.68 Unrealized +110.4%
EXAS EXACT SCIENCES CORP 0.2%
Value ($000) $1,612 Shares 28,689 Est. Cost $62.98 Unrealized -1.2%
AES AES CORP 0.2%
Value ($000) $1,599 Shares 124,205 Est. Cost $13.18 Unrealized +6.3%
DXC DXC TECHNOLOGY CO 0.2%
Value ($000) $1,505 Shares 75,322 Est. Cost $26.25 Unrealized -19.6%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,458 Shares 10,079 Est. Cost $152.66 Unrealized -2.0%
IJH ISHARES TR 0.2%
Value ($000) $1,414 Shares 22,696 Est. Cost $62.31 Unrealized
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $1,412 Shares 3,246 Est. Cost $375.07 Unrealized +3.3%
AZTA AZENTA INC 0.2%
Value ($000) $1,410 Shares 28,199 Est. Cost $52.01 Unrealized -12.5%
MTZ MASTEC INC 0.2%
Value ($000) $1,356 Shares 9,959 Est. Cost $109.17 Unrealized +22.8%
GNRC GENERAC HLDGS INC 0.2%
Value ($000) $1,350 Shares 8,705 Est. Cost $148.36 Unrealized +16.4%
ELV ELEVANCE HEALTH INC 0.2%
Value ($000) $1,338 Shares 3,626 Est. Cost $513.68 Unrealized -20.3%
QQQ INVESCO QQQ TR 0.2%
Value ($000) $1,333 Shares 2,606 Est. Cost $308.92 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $1,323 Shares 2,919 Est. Cost $442.18 Unrealized +4.4%
FANG DIAMONDBACK ENERGY INC 0.2%
Value ($000) $1,310 Shares 7,998 Est. Cost $185.12 Unrealized -7.7%
LITE LUMENTUM HLDGS INC 0.2%
Value ($000) $1,271 Shares 15,141 Est. Cost $58.92 Unrealized +32.3%
DOCU DOCUSIGN INC 0.2%
Value ($000) $1,253 Shares 13,931 Est. Cost $56.04 Unrealized +42.5%
OGN ORGANON & CO 0.1%
Value ($000) $1,228 Shares 82,331 Est. Cost $18.66 Unrealized -15.6%
JSTC TIDAL ETF TR 0.1%
Value ($000) $1,206 Shares 65,663 Est. Cost $18.36 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,178 Shares 4,004 Est. Cost $234.26 Unrealized +22.9%
DKNG DRAFTKINGS INC NEW 0.1%
Value ($000) $1,176 Shares 31,626 Est. Cost $15.42 Unrealized +157.3%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $1,174 Shares 24,546 Est. Cost $47.82 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $1,170 Shares 5,564 Est. Cost $224.65 Unrealized +4.4%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $1,102 Shares 104,252 Est. Cost $7.81 Unrealized +18.9%
RGEN REPLIGEN CORP 0.1%
Value ($000) $1,045 Shares 7,257 Est. Cost $143.39 Unrealized +0.0%
IIPR INNOVATIVE INDL PPTYS INC 0.1%
Value ($000) $1,005 Shares 14,664 Est. Cost $94.53 Unrealized
OTEX OPEN TEXT CORP 0.1%
Value ($000) $965 Shares 34,080 Est. Cost $29.87 Unrealized -1.2%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $964 Shares 1,830 Est. Cost $453.39 Unrealized +13.5%
FTV FORTIVE CORP 0.1%
Value ($000) $940 Shares 12,532 Est. Cost $44.05 Unrealized +29.6%
SCHC SCHWAB STRATEGIC TR 0.1%
Value ($000) $890 Shares 25,930 Est. Cost $38.36 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $889 Shares 5,130 Est. Cost $140.29 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $874 Shares 9,433 Est. Cost $51.36 Unrealized +91.4%
IEMG ISHARES INC 0.1%
Value ($000) $861 Shares 16,495 Est. Cost $52.22 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $852 Shares 7,642 Est. Cost $111.55 Unrealized
MP MP MATERIALS CORP 0.1%
Value ($000) $842 Shares 53,956 Est. Cost $13.58 Unrealized +36.5%
IEI ISHARES TR 0.1%
Value ($000) $818 Shares 7,083 Est. Cost $119.60 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $794 Shares 8,700 Est. Cost $82.83 Unrealized +13.4%
CRSP CRISPR THERAPEUTICS AG 0.1%
Value ($000) $778 Shares 19,776 Est. Cost $64.84 Unrealized -27.2%
VLTO VERALTO CORP 0.1%
Value ($000) $773 Shares 7,583 Est. Cost $73.75 Unrealized +43.7%
BSJS INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $737 Shares 34,012 Est. Cost $22.16 Unrealized
ACWX ISHARES TR 0.1%
Value ($000) $731 Shares 14,005 Est. Cost $52.16 Unrealized
AOA ISHARES TR 0.1%
Value ($000) $692 Shares 9,369 Est. Cost $73.90 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.1%
Value ($000) $687 Shares 10,054 Est. Cost $78.11 Unrealized 0.0%
SPYX SPDR SER TR 0.1%
Value ($000) $637 Shares 13,238 Est. Cost $48.15 Unrealized
XPO XPO INC 0.1%
Value ($000) $605 Shares 4,616 Est. Cost $115.46 Unrealized +17.1%
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $572 Shares 21,954 Est. Cost $44.17 Unrealized
EAOR ISHARES TR 0.1%
Value ($000) $568 Shares 18,124 Est. Cost $31.36 Unrealized
ITOT ISHARES TR 0.1%
Value ($000) $555 Shares 4,317 Est. Cost $125.62 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $541 Shares 1,913 Est. Cost $251.90 Unrealized +7.9%
ISHARES TR 0.1%
Value ($000) $522 Shares 20,829 Est. Cost $25.18 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $502 Shares 8,061 Est. Cost $65.65 Unrealized -3.9%
AGG ISHARES TR 0.1%
Value ($000) $492 Shares 5,074 Est. Cost $96.90 Unrealized
SPYG SPDR SER TR 0.1%
Value ($000) $491 Shares 5,585 Est. Cost $87.90 Unrealized
GH GUARDANT HEALTH INC 0.1%
Value ($000) $478 Shares 15,648 Est. Cost $28.57 Unrealized -1.5%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $474 Shares 400 Est. Cost $43.02 Unrealized +87.4%
HD HOME DEPOT INC 0.1%
Value ($000) $458 Shares 1,178 Est. Cost $352.64 Unrealized +12.7%
ILMN ILLUMINA INC 0.0%
Value ($000) $404 Shares 3,024 Est. Cost $123.37 Unrealized +15.4%
RPV INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $392 Shares 4,342 Est. Cost $90.22 Unrealized
AOM ISHARES TR 0.0%
Value ($000) $391 Shares 9,402 Est. Cost $41.61 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $381 Shares 1,638 Est. Cost $232.52 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $375 Shares 2,724 Est. Cost $137.57 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $365 Shares 910 Est. Cost $375.38 Unrealized
PABD ISHARES TR 0.0%
Value ($000) $358 Shares 7,000 Est. Cost $51.17 Unrealized
HYMB SPDR SER TR 0.0%
Value ($000) $355 Shares 13,867 Est. Cost $25.41 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $313 Shares 2,954 Est. Cost $58.41 Unrealized +93.1%
IRTC IRHYTHM TECHNOLOGIES INC 0.0%
Value ($000) $291 Shares 3,230 Est. Cost $79.65 Unrealized -1.4%
RSPF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $288 Shares 3,985 Est. Cost $42.22 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $287 Shares 1,186 Est. Cost $242.58 Unrealized
DY DYCOM INDS INC 0.0%
Value ($000) $273 Shares 1,567 Est. Cost $180.45 Unrealized +2.5%
VSAT VIASAT INC 0.0%
Value ($000) $266 Shares 31,230 Est. Cost $44.24 Unrealized -78.3%
BSJT INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $244 Shares 11,416 Est. Cost $21.83 Unrealized
AOK ISHARES TR 0.0%
Value ($000) $243 Shares 6,876 Est. Cost $35.34 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $237 Shares 259 Est. Cost $773.82 Unrealized +19.2%
EVH EVOLENT HEALTH INC 0.0%
Value ($000) $221 Shares 19,660 Est. Cost $14.47 Unrealized +21.5%
ABT ABBOTT LABS 0.0%
Value ($000) $204 Shares 1,804 Est. Cost $107.07 Unrealized +5.9%
NACP TIDAL TRUST III 0.0%
Value ($000) $202 Shares 4,952 Est. Cost $40.88 Unrealized
SWBI SMITH & WESSON BRANDS INC 0.0%
Value ($000) $154 Shares 15,000 Est. Cost $14.44 Unrealized -13.3%