IW
| |
IMG Wealth Management, Inc.13F | |
| IMG Wealth Management, Inc. | |
| Last update 2025-04-23 | 292 Stocks (45 new) |
| Value $111.00 Mil | Turnover 8 % |
IMG Wealth Management, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BUFR | FT Vest Laddered Buffer ETF | 392,733 | 11,660.2 | +12.51% | 10.470 | +1.16% | 0.180 | +12.37% | +6.10% | 7,077.0 | ||
CGDV | Capital Group Dividend Value ETF | 205,992 | 7,341.6 | +5.56% | 6.590 | +0.35% | 0.050 | +21.55% | +17.04% | 19,876.2 | ||
BUFQ | FT Vest Laddered Nasdaq Buffer ETF | 234,919 | 7,014.7 | +12.54% | 6.300 | +0.70% | 0.780 | +15.12% | +7.10% | 1,001.4 | ||
BUFD | FT Vest Laddered Deep Buffer ETF | 264,499 | 6,599.3 | +7.52% | 5.930 | +0.41% | 0.520 | +10.70% | +5.41% | 1,366.5 | ||
QQQ | INVESCO QQQ Trust | 12,208 | 5,724.7 | +1.40% | 5.140 | +0.07% | 0.000 | +24.17% | +10.57% | 359,485.3 | ||
FTCS | First Trust Capital Strength ETF | 63,603 | 5,701.4 | +3.12% | 5.120 | +0.15% | 0.070 | +6.74% | +5.42% | 8,456.6 | ||
VOO | Vanguard S&P 500 ETF | 8,707 | 4,474.5 | +1.84% | 4.020 | +0.07% | 0.000 | +18.82% | +8.89% | 663,622.4 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 49,671 | 4,371.1 | +4.81% | 3.930 | +0.18% | 0.030 | +18.80% | +6.17% | 13,044.2 | ||
FTLS | First Trust Long/Short Equity ETF | 65,557 | 4,200.9 | +10.99% | 3.770 | +0.37% | 0.220 | +6.72% | +1.48% | 1,962.1 | ||
SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
| 106,147 | 3,555.9 | +2.83% | 3.190 | +0.09% | 0.050 | +15.22% | +2.97% | 8,470.2 |
IMG Wealth Management, Inc.'s Historical Top Holdings Breakdowns
IMG Wealth Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GLD | SPDR Gold Shares ETF | 2025-03-31 | Sold Out Sold Out | -1.84% | 243.19 ($264.45) 288.14 | $312.18 | 18.05% | Sold Out | 0 | -8,195 | |
UDEC |
Innovator U.S. Equity Ultra Buffer ETF - December
Innovator U.S. Equity Ultra Buffer ETF - December
| 2025-03-31 | Add Add | +1.26% | 34.08 ($35.19) 35.99 | $37.03 | 5.23% | Add 401.2% | 51,122 | 40,922 | |
BUFR | FT Vest Laddered Buffer ETF | 2025-03-31 | Add Add | +1.16% | 29.34 ($30.56) 31.31 | $32.33 | 5.79% | Add 12.51% | 392,733 | 43,653 | |
BUFQ | FT Vest Laddered Nasdaq Buffer ETF | 2025-03-31 | Add Add | +0.70% | 29.68 ($31.38) 32.59 | $33.66 | 7.27% | Add 12.54% | 234,919 | 26,183 | |
ZFEB |
Innovator Equity Defined Protection ETF - 1 Yr February
Innovator Equity Defined Protection ETF - 1 Yr February
| 2025-03-31 | New Buy New Buy | +0.50% | 23.6 ($23.83) 24.04 | $24.56 | 3.06% | New holding | 23,596 | 23,596 | |
BUFD | FT Vest Laddered Deep Buffer ETF | 2025-03-31 | Add Add | +0.41% | 24.66 ($25.57) 26.1 | $26.90 | 5.20% | Add 7.52% | 264,499 | 18,503 | |
ZMAR |
Innovator Equity Defined Protection ETF - 1 Yr March
Innovator Equity Defined Protection ETF - 1 Yr March
| 2025-03-31 | New Buy New Buy | +0.38% | 25.66 ($25.81) 25.95 | $26.71 | 3.49% | New holding | 16,324 | 16,324 | |
FTLS | First Trust Long/Short Equity ETF | 2025-03-31 | Add Add | +0.37% | 63.42 ($66.15) 68.17 | $66.40 | 0.38% | Add 10.99% | 65,557 | 6,489 | |
CGDV | Capital Group Dividend Value ETF | 2025-03-31 | Add Add | +0.35% | 34.95 ($36.32) 37.36 | $41.01 | 12.91% | Add 5.56% | 205,992 | 10,850 | |
BDEC |
Innovator U.S. Equity Buffer ETF - December
Innovator U.S. Equity Buffer ETF - December
| 2025-03-31 | Add Add | +0.21% | 41.39 ($43.22) 44.52 | $45.90 | 6.19% | Add 42.28% | 18,812 | 5,590 |
IMG Wealth Management, Inc. Total Holding History ($B)
IMG Wealth Management, Inc.'s Asset Allocation
IMG Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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IMG Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31
IMG Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
IMG Wealth Management, Inc.'s Holdings Heat Map
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IMG Wealth Management, Inc.'s Holdings Bubble Chart
IMG Wealth Management, Inc. News
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