IA

IMA Advisory Services, Inc.

13F
IMA Advisory Services, Inc.
Last update 2025-05-06 340 Stocks (178 new)
Value $843.00 Mil Turnover 18 %
Countries:
Top Holdings: SCHD(9.55%)SUSA(6.40%)VV(6.32%)DMXF(6.01%)DSI(5.04%)
Summary Stock Picks Current Portfolio
IMA Advisory Services, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHD
Schwab US Dividend Equity ETF
2,881,242
80,548.4
+7.22%
9.550
+0.64%
0.110
+11.25%
+2.60%
71,667.7
 
SUSA
MSCI USA ESG Select ETF
469,719
53,956.7
New Holding
6.400
+6.40%
1.640
+19.14%
+5.62%
3,604.8
 
VV
Vanguard Large Cap ETF
208,290
53,304.2
+24.42%
6.320
+1.24%
0.140
+19.93%
+7.69%
40,387.5
 
DMXF
iShares ESG Advanced MSCI EAFE ETF
752,855
50,657.6
-3.47%
6.010
-0.21%
6.840
+18.39%
+17.22%
827.9
 
DSI
iShares ESG MSCI KLD 400 ETF
416,825
42,509.7
-51.06%
5.040
-5.76%
1.010
+21.91%
+7.50%
4,758.3
 
SCHX
Schwab U.S. Large-Cap ETF
1,809,275
39,948.8
-1.82%
4.740
-0.09%
0.080
+19.95%
+7.54%
56,665.7
 
JCPB
JPMorgan Core Plus Bond ETF
476,496
22,414.4
+82.39%
2.660
+1.20%
0.350
+2.77%
+3.91%
6,804.2
 
VXUS
Vanguard Total International Stock
356,722
22,145.8
-13.67%
2.630
-0.40%
0.030
+19.77%
+19.11%
91,904.5
 
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
Invesco BulletShares 2030 Corporate Bond ETF
1,246,581
20,680.8
+158.63%
2.450
+1.50%
1.340
+3.49%
+4.65%
1,642.2
 
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
Invesco BulletShares 2029 Corporate Bond ETF
1,066,305
19,758.6
New Holding
2.340
+2.34%
1.010
+3.11%
+4.14%
2,103.2
 

IMA Advisory Services, Inc.'s Historical Top Holdings Breakdowns

IMA Advisory Services, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SUSA
MSCI USA ESG Select ETF
2025-03-31
New Buy
New Buy
+6.40%
●
113.22 ($121.24) 126.36
$127.83
5.44%
New holding
469,719
469,719
DSI
iShares ESG MSCI KLD 400 ETF
2025-03-31
Reduce
Reduce
-5.76%
●
101.98 ($109.1) 115.66
$117.93
8.09%
Reduce -51.06%
416,825
-434,899
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
Invesco BulletShares 2029 Corporate Bond ETF
2025-03-31
New Buy
New Buy
+2.34%
●
18.18 ($18.42) 18.58
$18.67
1.36%
New holding
1,066,305
1,066,305
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
Invesco BulletShares 2030 Corporate Bond ETF
2025-03-31
Add
Add
+1.50%
●
16.19 ($16.46) 16.64
$16.74
1.70%
Add 158.63%
1,246,581
764,578
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
2025-03-31
Reduce
Reduce
-1.44%
●
19.43 ($19.52) 19.62
$19.64
0.61%
Reduce -96.85%
19,969
-613,313
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
2025-03-31
Reduce
Reduce
-1.35%
●
20.05 ($20.24) 20.4
$20.46
1.09%
Reduce -96.77%
18,732
-560,722
VV
Vanguard Large Cap ETF
2025-03-31
Add
Add
+1.24%
●
253.32 ($270.87) 282.66
$288.60
6.55%
Add 24.42%
208,290
40,885
JCPB
JPMorgan Core Plus Bond ETF
2025-03-31
Add
Add
+1.20%
●
45.56 ($46.5) 47.23
$46.70
0.43%
Add 82.39%
476,496
215,251
UITB
VICTORY PTF II
2025-03-31
New Buy
New Buy
+1.02%
●
45.41 ($46.37) 47.18
$46.70
0.71%
New holding
182,951
182,951
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
Invesco BulletShares 2026 Corporate Bond ETF
2025-03-31
Sold Out
Sold Out
-0.90%
●
19.42 ($19.48) 19.54
$19.54
0.31%
Sold Out
0
-383,128

IMA Advisory Services, Inc. Total Holding History ($B)

To

IMA Advisory Services, Inc.'s Asset Allocation

To

IMA Advisory Services, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

IMA Advisory Services, Inc.'s Hypothetical Growth since 2025-03-31

IMA Advisory Services, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

IMA Advisory Services, Inc.'s Holdings Heat Map

Size field:

IMA Advisory Services, Inc.'s Holdings Bubble Chart

IMA Advisory Services, Inc. News

  • 1

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