CIK 1455495
IMA Advisory Services, Inc.
Institutional 13F holdings & portfolio
Holdings
1,008
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 1,008
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 21K | $1M+ | SH |
| EXEL | Exelixis Inc | 99K | $1M+ | SH |
| DDOG | Datadog Inc | 31K | $1M+ | SH |
| V | Visa Inc Class A | 12K | $1M+ | SH |
| BIL | SPDR Blmbg 1-3 Mth T-Bill ETF | 46K | $1M+ | SH |
| TSLA | Tesla Motors Inc | 9K | $1M+ | SH |
| VLO | Valero Energy Corp | 25K | $1M+ | SH |
| GWW | W.W. Grainger Inc | 4K | $1M+ | SH |
| IVV | iShares Core S&P 500 ETF | 6K | $1M+ | SH |
| KMI | Kinder Morgan Inc P | 134K | $1M+ | SH |
| AVUV | Avantis U.S. Small Cap Value ETF | 36K | $1M+ | SH |
| OMF | Onemain Hldgs Inc | 54K | $1M+ | SH |
| ISRA | VANECK ISRAEL ETF | 61K | $1M+ | SH |
| ONTO | Onto Innovation Inc | 23K | $1M+ | SH |
| VOO | Vanguard S&P 500 ETF | 6K | $1M+ | SH |
| PSTG | Pure Storage Inc | 52K | $1M+ | SH |
| AVGO | Broadcom Inc Com | 10K | $1M+ | SH |
| EFAV | iShares MSCI EAFE Min Vol Factor ETF | 40K | $1M+ | SH |
| PABU | ISHARES PARIS-ALIGNED CLIMATE OPTIMIZED MSCI USA ETF | 47K | $1M+ | SH |
| COF | Capital One Financial Corp | 13K | $1M+ | SH |
| TJX | TJX Companies Inc | 21K | $1M+ | SH |
| ISRG | Intuitive Surgical Inc | 5K | $1M+ | SH |
| MELI | MercadoLibre Inc | 1K | $1M+ | SH |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | 46K | $1M+ | SH |
| AMAT | Applied Materials Inc | 11K | $1M+ | SH |
| AVEM | Avantis Emerging Markets Equity ETF | 36K | $1M+ | SH |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 29K | $1M+ | SH |
| EXAS | Exact Sciences Corp | 27K | $1M+ | SH |
| ZBRA | Zebra Technologies Corp | 11K | $1M+ | SH |
| XOM | Exxon Mobil Corp | 22K | $1M+ | SH |
| IWV | iShares Russell 3000 ETF | 7K | $1M+ | SH |
| SHV | ISHARES SHORT TREASURY BOND ETF | 23K | $1M+ | SH |
| KNX | Knight Swift Transn Hldgs Inc | 46K | $1M+ | SH |
| AMP | Ameriprise Financial Inc | 5K | $1M+ | SH |
| NKE | Nike Inc B | 37K | $1M+ | SH |
| ABBV | AbbVie Inc | 10K | $1M+ | SH |
| CI | The Cigna Group | 8K | $1M+ | SH |
| MRK | Merck & Co Inc | 21K | $1M+ | SH |
| JNJ | Johnson & Johnson | 10K | $1M+ | SH |
| CVX | Chevron Corp | 14K | $1M+ | SH |
| MRVL | Marvell Technology Inc | 23K | $1M+ | SH |
| BAC | Bank of America Corporation | 35K | $1M+ | SH |
| TRIP | Tripadvisor Inc | 131K | $1M+ | SH |
| LOW | Lowe's Companies Inc | 8K | $1M+ | SH |
| ADBE | Adobe Systems Inc | 5K | $1M+ | SH |
| BSX | Boston Scientific Corp | 19K | $1M+ | SH |
| BRK.B | Berkshire Hathaway Inc B | 4K | $1M+ | SH |
| MTZ | MasTec Inc | 8K | $1M+ | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 43K | $1M+ | SH |
| REGN | Regeneron Pharmaceuticals Inc | 2K | $1M+ | SH |