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 201–250 of 1,008
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TXT | Textron Inc | 1K | $100K–$500K | SH |
| AON | Aon PLC | 312 | $100K–$500K | SH |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | 1K | $100K–$500K | SH |
| WM | Waste Management Inc | 489 | $100K–$500K | SH |
| CMCSA | Comcast Corp Class A | 4K | $100K–$500K | SH |
| ADM | Archer-Daniels Midland Co | 2K | $100K–$500K | SH |
| WFC-PL | Wells Fargo & Co | 85 | $100K–$500K | SH |
| NFLX | Netflix Inc | 1K | $50K–$100K | SH |
| CAT | Caterpillar Inc | 172 | $50K–$100K | SH |
| NVS | Novartis Ag | 710 | $50K–$100K | SH |
| TFC | Truist Finl Corp Com | 2K | $50K–$100K | SH |
| MCD | McDonald's Corp | 316 | $50K–$100K | SH |
| TRV | The Travelers Companies Inc | 327 | $50K–$100K | SH |
| AZN | Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share | 1K | $50K–$100K | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 438 | $50K–$100K | SH |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 2K | $50K–$100K | SH |
| CL | Colgate-Palmolive Co | 1K | $50K–$100K | SH |
| PEP | PepsiCo Inc | 594 | $50K–$100K | SH |
| ACWI | ISHARES TR MSCI ACWIINDEX FD | 601 | $50K–$100K | SH |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 275 | $50K–$100K | SH |
| GDX | MARKET VECTORS GOLD MINERS INDEX ETF | 961 | $50K–$100K | SH |
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR | 1K | $50K–$100K | SH |
| MS | Morgan Stanley | 452 | $50K–$100K | SH |
| CNC | Centene Corp | 2K | $50K–$100K | SH |
| GPN | Global Payments Inc | 1K | $50K–$100K | SH |
| MPC | Marathon Petroleum Corp | 462 | $50K–$100K | SH |
| PSA | Public Storage | 284 | $50K–$100K | SH |
| GILD | Gilead Sciences Inc | 566 | $50K–$100K | SH |
| HYXF | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | 1K | $50K–$100K | SH |
| SJM | JM Smucker Co | 706 | $50K–$100K | SH |
| EA | Electronic Arts Inc | 335 | $50K–$100K | SH |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 1K | $50K–$100K | SH |
| GDXJ | MARKET VECTORS ETF TR JR GOLD MINERS ETF NEW | 594 | $50K–$100K | SH |
| EAOR | ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF | 2K | $50K–$100K | SH |
| SHW | Sherwin-Williams Co | 203 | $50K–$100K | SH |
| VOOV | VANGUARD S&P 500 VALUE ETF | 318 | $50K–$100K | SH |
| CRS | Carpenter Technology Corp | 196 | $50K–$100K | SH |
| AGG | ISHARES AGGREGATE BOND ETF | 604 | $50K–$100K | SH |
| ECL | Ecolab Inc | 228 | $50K–$100K | SH |
| TMO | Thermo Fisher Scientific Inc | 99 | $50K–$100K | SH |
| GE | GE Aerospace | 185 | $50K–$100K | SH |
| NUE | Nucor Corp | 346 | $50K–$100K | SH |
| CPRT | Copart Inc | 1K | $50K–$100K | SH |
| T | AT&T Inc | 2K | $50K–$100K | SH |
| MLM | Martin Marietta Materials Inc | 85 | $50K–$100K | SH |
| NEM | Newmont Corp | 526 | $50K–$100K | SH |
| CHKP | Check Point Software Technologies Ltd | 274 | $50K–$100K | SH |
| SYK | Stryker Corp | 144 | $50K–$100K | SH |
| UNP | Union Pacific Corp | 212 | $15K–$50K | SH |
| GEV | GE Vernova Inc | 75 | $15K–$50K | SH |