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 101–150 of 1,008
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UNH | UnitedHealth Group Inc | 5K | $1M+ | SH |
| AOR | ISHARES TR S&P ALLOCATION FD GROWTH ALLOCATION FD | 25K | $1M+ | SH |
| LHX | L3Harris Technologies Inc | 6K | $1M+ | SH |
| CRM | Salesforce Inc | 6K | $1M+ | SH |
| ULTA | Ulta Beauty Inc | 3K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 25K | $1M+ | SH |
| ITW | Illinois Tool Works Inc | 6K | $1M+ | SH |
| SPYG | SPDR Portfolio S&P 500 Growth ETF | 14K | $1M+ | SH |
| BRK.A | Berkshire Hathaway Inc A | 2 | $1M+ | SH |
| ASML | ASML Holding NV | 1K | $1M+ | SH |
| CARR | Carrier Global Corp-Wi | 26K | $1M+ | SH |
| ALAB | Astera Labs Inc | 8K | $1M+ | SH |
| SCHC | Schwab International Small-Cap Eq ETF | 29K | $1M+ | SH |
| FOUR | Shift4 Payments Inc | 21K | $1M+ | SH |
| JSTC | ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF | 65K | $1M+ | SH |
| SCHV | Schwab US Large-Cap Value ETF | 43K | $1M+ | SH |
| ELV | Elevance Health Inc | 4K | $1M+ | SH |
| DE | Deere & Co | 3K | $1M+ | SH |
| MP | MP Materials Corp | 21K | $1M+ | SH |
| ZTS | Zoetis Inc | 8K | $1M+ | SH |
| AZTA | Azenta Inc | 31K | $1M+ | SH |
| DKNG | DraftKings Inc | 30K | $1M+ | SH |
| MA | Mastercard Inc A | 2K | $1M+ | SH |
| EQIX | Equinix Inc | 1K | $1M+ | SH |
| OTEX | Open Text Corp | 32K | $1M+ | SH |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | 15K | $1M+ | SH |
| VSAT | Viasat Inc | 29K | $1M+ | SH |
| GNRC | Generac Holdings Inc | 7K | $500K+ | SH |
| DOCU | Docusign INC | 14K | $500K+ | SH |
| XPO | XPO Inc | 7K | $500K+ | SH |
| ADP | Automatic Data Processing Inc | 4K | $500K+ | SH |
| QQQ | Invesco QQQ Trust | 2K | $500K+ | SH |
| FANG | Diamondback Energy Inc COM USD0.01 | 6K | $500K+ | SH |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | 16K | $500K+ | SH |
| ALL | Allstate Corp | 4K | $500K+ | SH |
| IEI | iShares 3-7 Year Treasury Bond ETF | 7K | $500K+ | SH |
| OTIS | OTIS Worldwide Corp-Wi | 10K | $500K+ | SH |
| IBM | International Business Machines Corp | 3K | $500K+ | SH |
| VLTO | Veralto Corp | 8K | $500K+ | SH |
| SBUX | Starbucks Corp | 9K | $500K+ | SH |
| FTV | Fortive Corp Com | 13K | $500K+ | SH |
| FDX | FedEx Corp | 2K | $500K+ | SH |
| ITOT | iShares Core S&P Total US Stock Mkt ETF | 4K | $500K+ | SH |
| BSJS | Invesco BulletShares 2028 HY Corp Bd ETF | 29K | $500K+ | SH |
| KO | Coca-Cola Co | 8K | $500K+ | SH |
| IRTC | iRhythm Technologies Inc | 3K | $500K+ | SH |
| ORLY | O'Reilly Automotive Inc | 6K | $500K+ | SH |
| DY | Dycom Industries Inc | 2K | $500K+ | SH |
| XLK | TECHNOLOGY SELECT SECTOR SPDR | 3K | $100K–$500K | SH |
| FBIN | Fortune Brands Innovations Inc | 9K | $100K–$500K | SH |