IMA Advisory Services, Inc. Q2 2023 Filing

Filed August 15, 2023

Portfolio Value

$389.2M

Holdings

290

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (290 positions)

#StockSharesValue% PortfolioType
101
PORPORTLAND GEN ELEC CO
786$36K0.01%
102
UNPUNION PAC CORP
180$36K0.01%
103
RTXRAYTHEON TECHNOLOGIES CORP
367$35K0.01%
104
CATCATERPILLAR INC
145$35K0.01%
105
HDVISHARES TR
330$33K0.01%
106
SPHDINVESCO EXCH TRADED FD TR II
800$33K0.01%
107
FANGDIAMONDBACK ENERGY INC
250$32K0.01%
108
HSYHERSHEY CO
125$31K0.01%
109
FXBINVESCO CURRENCYSHARES BRIT
257$31K0.01%
110
AEPAMERICAN ELEC PWR CO INC
368$30K0.01%
111
ETENERGY TRANSFER L P
2,400$30K0.01%
112
HESHESS CORP
224$30K0.01%
113
WFCWELLS FARGO CO NEW
693$29K0.01%
114
LBTYBLIBERTY GLOBAL PLC
1,670$29K0.01%
115
SCHPSCHWAB STRATEGIC TR
570$29K0.01%
116
NTRNUTRIEN LTD
472$27K0.01%
117
CBCHUBB LIMITED
139$26K0.01%
118
FITBFIFTH THIRD BANCORP
960$25K0.01%
119
UPSUNITED PARCEL SERVICE INC
142$25K0.01%
120
IJRISHARES TR
232$23K0.01%
121
NKENIKE INC
215$23K0.01%
122
VOCVOC ENERGY TR
2,800$22K0.01%
123
SCHWSCHWAB CHARLES CORP
400$22K0.01%
124
UNFIUNITED NAT FOODS INC
1,092$21K0.01%
125
ABNBAIRBNB INC
171$21K0.01%
126
ECLECOLAB INC
109$20K0.01%
127
CBSHCOMMERCE BANCSHARES INC
418$20K0.01%
128
NEMNEWMONT CORP
468$19K0.00%
129
STZCONSTELLATION BRANDS INC
74$18K0.00%
130
LMTLOCKHEED MARTIN CORP
40$18K0.00%
131
AWMSKYWORKS SOLUTIONS INC
165$18K0.00%
132
FSKFS KKR CAP CORP
950$18K0.00%
133
IEXIDEX CORP
88$18K0.00%
134
POOLPOOL CORP
49$18K0.00%
135
GEHCGE HEALTHCARE TECHNOLOGIES I
222$18K0.00%
136
NXPINXP SEMICONDUCTORS N V
86$17K0.00%
137
ALBALBEMARLE CORP
80$17K0.00%
138
HN9HANESBRANDS INC
3,752$17K0.00%
139
XLESELECT SECTOR SPDR TR
200$16K0.00%
140
GQ9SPDR GOLD TR
94$16K0.00%
141
ACNACCENTURE PLC IRELAND
43$13K0.00%
142
TRIPTRIPADVISOR INC
838$13K0.00%
143
SONYSONY GROUP CORPORATION
149$13K0.00%
144
JCIJOHNSON CTLS INTL PLC
200$13K0.00%
145
SCHESCHWAB STRATEGIC TR
489$12K0.00%
146
LLOEWS CORP
212$12K0.00%
147
WELLWELLTOWER INC
155$12K0.00%
148
UBERUBER TECHNOLOGIES INC
300$12K0.00%
149
NGVTINGEVITY CORP
218$12K0.00%
150
RWXSPDR INDEX SHS FDS
500$12K0.00%
151
CRSCARPENTER TECHNOLOGY CORP
196$11K0.00%
152
WEPMAGELLAN MIDSTREAM PRTNRS LP
173$10K0.00%
153
LABORATORY CORP AMER HLDGS
43$10K0.00%
154
SPGIS&P GLOBAL INC
26$10K0.00%
155
TSNTYSON FOODS INC
210$10K0.00%
156
ICLRICON PLC
39$9K0.00%
157
IDXXIDEXX LABS INC
19$9K0.00%
158
PGRPROGRESSIVE CORP
71$9K0.00%
159
CFFNCAPITOL FED FINL INC
1,358$8K0.00%
160
NFLXNETFLIX INC
19$8K0.00%
161
CCBCOASTAL FINL CORP WA
207$7K0.00%
162
CVSCVS HEALTH CORP
111$7K0.00%
163
AGZISHARES TR
63$6K0.00%
164
BACVERIZON COMMUNICATIONS INC
166$6K0.00%
165
SNPSSYNOPSYS INC
13$5K0.00%
166
MMM3M CO
50$5K0.00%
167
VIRTVIRTU FINL INC
306$5K0.00%
168
ENBENBRIDGE INC
142$5K0.00%
169
BKNGBOOKING HOLDINGS INC
2$5K0.00%
170
GSKGSK PLC
124$4K0.00%
171
BFLYBUTTERFLY NETWORK INC
2,000$4K0.00%
172
NVCRNOVOCURE LTD
100$4K0.00%
173
LUMNLUMEN TECHNOLOGIES INC
1,791$4K0.00%
174
TAKTAKEDA PHARMACEUTICAL CO LTD
251$3K0.00%
175
WMBWILLIAMS COS INC
114$3K0.00%
176
ABXBARRICK GOLD CORP
200$3K0.00%
177
KARSKRANESHARES TR
100$3K0.00%
178
TAT&T INC
194$3K0.00%
179
EWEDWARDS LIFESCIENCES CORP
42$3K0.00%
180
FISFIDELITY NATL INFORMATION SV
41$2K0.00%
181
GMGENERAL MTRS CO
76$2K0.00%
182
HLNHALEON PLC
156$1K0.00%
183
HAILSPDR SER TR
50$1K0.00%
184
WBDWARNER BROS DISCOVERY INC
96$1K0.00%
185
T77LENDINGTREE INC NEW
85$1K0.00%
186
SCZISHARES TR
26$1K0.00%
187
COINCOINBASE GLOBAL INC
24$1K0.00%
188
JNJJOHNSON & JOHNSON
9,858$00.00%
189
BSXBOSTON SCIENTIFIC CORP
32,857$00.00%
190
QCOMQUALCOMM INC
34,989$00.00%
191
UNHUNITEDHEALTH GROUP INC
5,055$00.00%
192
ELVELEVANCE HEALTH INC
6,123$00.00%
193
OMFONEMAIN HLDGS INC
88,469$00.00%
194
CARRCARRIER GLOBAL CORPORATION
39,452$00.00%
195
BSCQINVESCO EXCH TRD SLF IDX FD
344,422$00.00%
196
VSATVIASAT INC
53,126$00.00%
197
BNDVANGUARD BD INDEX FDS
152,311$00.00%
198
INGRINGREDION INC
32,204$00.00%
199
VLOVALERO ENERGY CORP
35,534$00.00%
200
BSJOINVESCO EXCH TRD SLF IDX FD
182,919$00.00%
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