IMA Advisory Services, Inc. Q2 2024 Filing

Filed July 25, 2024

Portfolio Value

$440.0M

Holdings

135

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (135 positions)

#StockSharesValue% PortfolioType
101
VVISA INC
11,944$00.00%
102
CRSPCRISPR THERAPEUTICS AG
23,448$00.00%
103
SCHBSCHWAB STRATEGIC TR
283,867$00.00%
104
METAMETA PLATFORMS INC
12,207$00.00%
105
TSLATESLA INC
9,518$00.00%
106
MLB1MERCADOLIBRE INC
1,250$00.00%
107
ISRGINTUITIVE SURGICAL INC
5,839$00.00%
108
8LP1VITAL ENERGY INC
24,760$00.00%
109
CITHE CIGNA GROUP
8,401$00.00%
110
EFAVISHARES TR
45,897$00.00%
111
ITWILLINOIS TOOL WKS INC
8,600$00.00%
112
CVXCHEVRON CORP NEW
15,822$00.00%
113
EX9EXELIXIS INC
144,752$00.00%
114
IWVISHARES TR
6,799$00.00%
115
A4SAMERIPRISE FINL INC
5,920$00.00%
116
CITCINTAS CORP
6,200$00.00%
117
SCHASCHWAB STRATEGIC TR
208,669$00.00%
118
AVUVAMERICAN CENTY ETF TR
31,385$00.00%
119
XFEBFIRST TR EXCH TRADED FD III
210,661$00.00%
120
GNRCGENERAC HLDGS INC
9,767$00.00%
121
JPMJPMORGAN CHASE CO
22,810$00.00%
122
MSFTMICROSOFT CORP
21,230$00.00%
123
JCPBJ P MORGAN EXCHANGE TRADED F
203,050$00.00%
124
SCHGSCHWAB STRATEGIC TR
58,901$00.00%
125
CRMSALESFORCE INC
6,423$00.00%
126
LHXL3HARRIS TECHNOLOGIES INC
5,516$00.00%
127
PFFISHARES TR
101,264$00.00%
128
ADBEADOBE INC
4,523$00.00%
129
REGNREGENERON PHARMACEUTICALS
2,717$00.00%
130
LITELUMENTUM HLDGS INC
19,696$00.00%
131
AAPLAPPLE INC
39,261$00.00%
132
SCHMSCHWAB STRATEGIC TR
144,998$00.00%
133
IIPRINNOVATIVE INDL PPTYS INC
16,763$00.00%
134
SCHFSCHWAB STRATEGIC TR
188,342$00.00%
135
MRKMERCK CO INC
20,829$00.00%
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