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 251–300 of 1,008
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ROK | Rockwell Automation Inc | 125 | $15K–$50K | SH |
| FEOE | First Eagle Overseas Equity ETF | 999 | $15K–$50K | SH |
| IJJ | ISHARES S&P MIDCAP 400 VALUE ETF | 338 | $15K–$50K | SH |
| ACN | Accenture PLC A | 163 | $15K–$50K | SH |
| WDAY | Workday Inc | 200 | $15K–$50K | SH |
| OKE | ONEOK Inc | 579 | $15K–$50K | SH |
| UPS | United Parcel Service Inc Class B | 428 | $15K–$50K | SH |
| BSJR | Invesco BulletShares 2027 HY Corp Bd ETF | 2K | $15K–$50K | SH |
| TPL | Texas Pacific Land Corp | 144 | $15K–$50K | SH |
| ICE | Intercontinental Exchange Inc | 254 | $15K–$50K | SH |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 700 | $15K–$50K | SH |
| APP | AppLovin Corp | 60 | $15K–$50K | SH |
| EVRG | Evergy Inc COM NPV | 553 | $15K–$50K | SH |
| IJK | ISHARES S&P MIDCAP 400 GROWTH INDEX | 408 | $15K–$50K | SH |
| CB | Chubb Ltd | 123 | $15K–$50K | SH |
| BLDR | Builders FirstSource Inc | 373 | $15K–$50K | SH |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | 2K | $15K–$50K | SH |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | 487 | $15K–$50K | SH |
| DVY | ISHARES DJ SELECT DIVIDEND | 250 | $15K–$50K | SH |
| SNX | SYNNEX Corp | 233 | $15K–$50K | SH |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | 380 | $15K–$50K | SH |
| BKH | Black Hills Corp | 500 | $15K–$50K | SH |
| RSP | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | 175 | $15K–$50K | SH |
| RMD | ResMed Inc | 139 | $15K–$50K | SH |
| CPB | The Campbell'S Company | 1K | $15K–$50K | SH |
| NEE | Nextera Energy Inc | 397 | $15K–$50K | SH |
| FDVV | FIDELITY HIGH DIVIDEND ETF | 560 | $15K–$50K | SH |
| AMT | American Tower Corp | 175 | $15K–$50K | SH |
| NOC | Northrop Grumman Corp | 54 | $15K–$50K | SH |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | 225 | $15K–$50K | SH |
| ETN | Eaton Corp PLC | 92 | $15K–$50K | SH |
| IBKR | Interactive Brokers Group Inc | 455 | $15K–$50K | SH |
| VZ | Verizon Communications Inc | 718 | $15K–$50K | SH |
| XLV | The Health Care Select Sector SPDR ETF | 187 | $15K–$50K | SH |
| SW | Smurfit WestRock plc COM USD0.001 | 744 | $15K–$50K | SH |
| AEP | American Electric Power Co Inc | 249 | $15K–$50K | SH |
| OGE | OGE Energy Corp | 661 | $15K–$50K | SH |
| HOLX | Hologic Inc | 376 | $15K–$50K | SH |
| QQQM | Invesco NASDAQ 100 ETF | 109 | $15K–$50K | SH |
| XLRE | The Real Estate Select Sector SPDR | 670 | $15K–$50K | SH |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | 261 | $15K–$50K | SH |
| VO | VANGUARD MID-CAP ETF | 88 | $15K–$50K | SH |
| CBSH | Commerce Bancshares Inc | 481 | $15K–$50K | SH |
| WELL | Welltower Inc Com | 135 | $15K–$50K | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 444 | $15K–$50K | SH |
| CCB | Coastal Financial Corp. COM NPV | 207 | $15K–$50K | SH |
| HON | Honeywell International Inc | 121 | $15K–$50K | SH |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 486 | $15K–$50K | SH |
| CROX | Crocs Inc | 272 | $15K–$50K | SH |
| FLG | Flagstar Financial Inc | 2K | $15K–$50K | SH |