IM
| |
INVESTMENT MANAGEMENT CORP /VA/ /ADV13F | |
| INVESTMENT MANAGEMENT CORP /VA/ /ADV | |
| Last update 2025-05-07 | 185 Stocks (12 new) |
| Value $111.00 Mil | Turnover 6 % |
INVESTMENT MANAGEMENT CORP /VA... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOW | Lowe's Companies Inc | 96,877 | 22,594.6 | +0.32% | 20.370 | +0.06% | 0.020 | +4.81% | -9.24% | 124,327.5 | Retail - Cyclical | |
PPA | Invesco Aerospace & Defense ETF | 89,017 | 10,374.9 | -0.37% | 9.350 | -0.03% | 0.230 | +29.52% | +28.00% | 6,010.0 | ||
KIE | SPDR S&P Insurance ETF | 160,091 | 9,690.3 | -0.63% | 8.740 | -0.05% | 1.020 | +4.68% | +2.57% | 808.2 | ||
NOCT |
Innovator Growth-100 Power Buffer ETF- October
Innovator Growth-100 Power Buffer ETF- October
| 187,732 | 9,333.0 | -1.05% | 8.410 | -0.09% | 6.200 | +16.10% | +7.48% | 167.2 | ||
IVV | iShares Core S&P 500 ETF | 14,753 | 8,289.6 | -0.81% | 7.470 | -0.06% | 0.000 | +23.17% | +8.38% | 637,914.5 | ||
GLD | SPDR Gold Shares ETF | 18,397 | 5,300.9 | -0.98% | 4.780 | -0.04% | 0.010 | -0.77% | +29.33% | 103,559.5 | ||
XLRE |
Real Estate Select Sector SPDR Fund (The)
Real Estate Select Sector SPDR Fund (The)
| 105,802 | 4,427.8 | +0.24% | 3.990 | +0.01% | 0.060 | +7.22% | +5.10% | 7,542.5 | ||
KJAN |
Innovator U.S. Small Cap Power Buffer ETF - January
Innovator U.S. Small Cap Power Buffer ETF - January
| 84,838 | 3,032.1 | -0.50% | 2.730 | -0.01% | 1.010 | +13.21% | +2.81% | 282.2 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 18,304 | 2,360.5 | -2.30% | 2.130 | -0.05% | 0.000 | +14.71% | +7.42% | 59,056.3 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 10,504 | 1,819.6 | -26.94% | 1.640 | -0.61% | 0.000 | +16.32% | +6.31% | 74,201.6 |
INVESTMENT MANAGEMENT CORP /VA/ /ADV's Historical Top Holdings Breakdowns
INVESTMENT MANAGEMENT CORP /VA/ /ADV's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XHB | SPDR Homebuilders ETF | 2025-03-31 | Reduce Reduce | -3.22% | 95.53 ($103.69) 112.45 | $102.20 | -1.44% | Reduce -99.77% | 79 | -34,494 | |
IAU | iShares Gold Trust | 2025-03-31 | New Buy New Buy | +0.78% | 49.74 ($54.09) 58.96 | $64.10 | 18.51% | New holding | 14,605 | 14,605 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | New Buy New Buy | +0.62% | 57.21 ($62.1) 65.8 | $63.56 | 2.35% | New holding | 11,854 | 11,854 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Reduce Reduce | -0.61% | 169.43 ($177.82) 182.84 | $184.70 | 3.87% | Reduce -26.94% | 10,504 | -3,873 | |
PPC | Pilgrims Pride Corp | 2025-03-31 | New Buy New Buy | +0.44% | 44.52 ($50.02) 55.93 | $46.16 | -7.72% | New holding | 8,865 | 8,865 | |
TMUS | T-Mobile US Inc | 2025-03-31 | New Buy New Buy | +0.44% | 211.3 ($246.5) 272.83 | $232.07 | -5.85% | New holding | 1,831 | 1,831 | |
PPH | VANECK ETF TR | 2025-03-31 | Sold Out Sold Out | -0.41% | 85.24 ($90.06) 94.86 | $86.22 | -4.26% | Sold Out | 0 | -5,307 | |
BSX | Boston Scientific Corp | 2025-03-31 | Add Add | +0.39% | 89.38 ($100.7) 106.18 | $104.43 | 3.70% | Add 1573.82% | 4,603 | 4,328 | |
MCO | Moodys Corp | 2025-03-31 | Add Add | +0.39% | 437.8 ($481.85) 527.48 | $502.67 | 4.32% | Add 2102.27% | 969 | 925 | |
LRCX | Lam Research Corp | 2025-03-31 | New Buy New Buy | +0.36% | 72.44 ($78.75) 89.02 | $102.15 | 29.71% | New holding | 5,480 | 5,480 |
INVESTMENT MANAGEMENT CORP /VA/ /ADV Total Holding History ($B)
INVESTMENT MANAGEMENT CORP /VA/ /ADV's Asset Allocation
INVESTMENT MANAGEMENT CORP /VA/ /ADV Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
INVESTMENT MANAGEMENT CORP /VA/ /ADV's Hypothetical Growth since 2025-03-31
INVESTMENT MANAGEMENT CORP /VA/ /ADV's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
INVESTMENT MANAGEMENT CORP /VA/ /ADV's Holdings Heat Map
Size field:
INVESTMENT MANAGEMENT CORP /VA/ /ADV's Holdings Bubble Chart
INVESTMENT MANAGEMENT CORP /VA/ /ADV News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers