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 301–350 of 1,008
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PHO | INVESCO WATER RESOURCES ETF | 325 | $15K–$50K | SH |
| DIS | Walt Disney Co | 200 | $15K–$50K | SH |
| HSY | The Hershey Co | 125 | $15K–$50K | SH |
| PFE | Pfizer Inc | 888 | $15K–$50K | SH |
| HELE | Helen Of Troy Ltd | 986 | $15K–$50K | SH |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | 125 | $15K–$50K | SH |
| TSN | Tyson Foods Inc Class A | 319 | $15K–$50K | SH |
| GEHC | GE Healthcare Technologies Inc. COM USD0.01 | 227 | $15K–$50K | SH |
| GS | Goldman Sachs Group Inc | 20 | $15K–$50K | SH |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 542 | $15K–$50K | SH |
| COP | ConocoPhillips | 179 | $15K–$50K | SH |
| CSCO | Cisco Systems Inc | 214 | $15K–$50K | SH |
| EIS | ISHARES MSCI ISRAEL ETF | 143 | $15K–$50K | SH |
| — | Tencent Holdings Ltd ADR | 205 | $15K–$50K | SH |
| WFC | Wells Fargo & Co | 166 | $15K–$50K | SH |
| L | Loews Corp | 145 | $15K–$50K | SH |
| PFF | iShares Preferred&Income Securities ETF | 491 | $15K–$50K | SH |
| UNFI | United Natural Foods Inc | 451 | $15K–$50K | SH |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | 171 | $15K–$50K | SH |
| BABA | Alibaba Group Holding Ltd ADR | 99 | $1K–$15K | SH |
| PLTR | Palantir Technologies Inc | 79 | $1K–$15K | SH |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 149 | $1K–$15K | SH |
| APH | Amphenol Corp | 103 | $1K–$15K | SH |
| BA | Boeing Co | 63 | $1K–$15K | SH |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | 300 | $1K–$15K | SH |
| CLX | Clorox Co | 130 | $1K–$15K | SH |
| NGVT | Ingevity Corp Com | 218 | $1K–$15K | SH |
| INTU | Intuit Inc | 19 | $1K–$15K | SH |
| OEF | iShares S&P 100 ETF | 36 | $1K–$15K | SH |
| VNQ | VANGUARD REIT INDEX ETF | 136 | $1K–$15K | SH |
| MMM | 3M Co | 72 | $1K–$15K | SH |
| FTSM | FIRST TRUST ENHANCED SHORT MATURITY ETF | 189 | $1K–$15K | SH |
| POOL | Pool Corp | 49 | $1K–$15K | SH |
| LH | Labcorp Holdings Inc | 44 | $1K–$15K | SH |
| GGLL | DIREXION DAILY GOOGL BULL 2X SHARES | 110 | $1K–$15K | SH |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | 227 | $1K–$15K | SH |
| CMI | Cummins Inc | 20 | $1K–$15K | SH |
| STZ | Constellation Brands Inc | 74 | $1K–$15K | SH |
| JCI | Johnson Controls International PLC | 84 | $1K–$15K | SH |
| CME | CME Group Inc Class A | 36 | $1K–$15K | SH |
| LIN | Linde plc | 23 | $1K–$15K | SH |
| HSBC | HSBC Holdings PLC ADR | 123 | $1K–$15K | SH |
| TEL | TE Connectivity PLC | 42 | $1K–$15K | SH |
| HCA | HCA Healthcare Inc | 20 | $1K–$15K | SH |
| — | Roche Holding AG ADR | 181 | $1K–$15K | SH |
| CFFN | Capitol Federal Financial Inc | 1K | $1K–$15K | SH |
| SAN | Banco Santander SA ADR | 773 | $1K–$15K | SH |
| SNA | Snap-on Inc | 26 | $1K–$15K | SH |
| PM | Philip Morris International Inc | 55 | $1K–$15K | SH |
| SAP | SAP SE ADR | 36 | $1K–$15K | SH |