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IMG Wealth Management

Latest statistics and disclosures from IMG Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are BUFR, CGDV, BUFQ, BUFD, QQQ, and represent 35.96% of IMG Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BUFR, BUFQ, CGDV, BUFD, FGD, SDVY, RDVY, BJUL, CGGR, FTCS.
Started 84 new stock positions in QQQM, EPR, EXPE, PSX, CBOE, HOLX, ACGL, ED, DRI, AGNC.
Reduced shares in these 10 stocks: TFLO, MOAT, BSEP, MTUM, FVD, BAPR, AOR, VBK, SLV, XJUN.
Sold out of its positions in DXCM, QCLN, XISE, HOG, EMB, OXLC, RIOT, SPLG, SCHB, VEA. BNDX, VWO, VTI, Walgreen Boots Alliance, XTIA.
IMG Wealth Management was a net buyer of stock by $11M.
IMG Wealth Management has $148M in assets under management (AUM), dropping by 14.53%.
Central Index Key (CIK): 0002032103

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Portfolio Holdings for IMG Wealth Management

IMG Wealth Management holds 552 positions in its portfolio as reported in the September 2025 quarterly 13F filing

IMG Wealth Management has 552 total positions. Only the first 250 positions are shown.

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Download the IMG Wealth Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	10.9	$16M	+13%	482k	33.42	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	7.0	$10M	+11%	248k	42.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	6.8	$10M	+13%	290k	34.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	5.8	$8.5M	+12%	309k	27.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.4	$8.0M	+5%	13k	600.35	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	4.7	$6.9M	+10%	74k	93.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.2	$6.2M	+10%	10k	612.39	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	3.8	$5.6M	+14%	129k	43.92	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	3.8	$5.6M	+10%	80k	69.95	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	3.5	$5.2M	+19%	137k	38.02	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.4	$5.0M	+18%	74k	67.26	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	3.3	$4.9M	+21%	171k	28.75	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	2.4	$3.6M	+8%	59k	59.91	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	1.8	$2.7M	+12%	69k	38.43	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	1.7	$2.5M		65k	38.11	View chart
Ishares Silver Tr Ishares (SLV)	1.6	$2.3M	-3%	54k	42.37	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	1.4	$2.1M		50k	42.13	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	1.3	$2.0M		51k	38.37	View chart
Apple (AAPL)	0.7	$1.1M		4.1k	254.65	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.7	$1.0M		29k	36.69	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.7	$998k		31k	32.14	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.7	$992k	-9%	15k	64.38	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$922k	-18%	9.3k	99.11	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.6	$875k		31k	28.73	View chart
Microsoft Corporation (MSFT)	0.5	$796k		1.5k	517.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.5	$787k		19k	40.57	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.5	$778k	NEW	16k	49.66	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.5	$723k		19k	39.01	View chart
NVIDIA Corporation (NVDA)	0.5	$713k		3.8k	186.58	View chart
Johnson & Johnson (JNJ)	0.4	$645k		3.5k	185.42	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.4	$617k	-3%	13k	47.93	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.4	$606k		24k	24.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$587k		2.3k	254.28	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.4	$523k		19k	27.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.4	$519k		10k	51.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$518k		2.4k	215.80	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$517k	-20%	11k	46.24	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.3	$516k		14k	35.79	View chart
JPMorgan Chase & Co. (JPM)	0.3	$487k		1.5k	315.45	View chart
Goldman Sachs (GS)	0.3	$470k		590.00	796.43	View chart
Oracle Corporation (ORCL)	0.3	$450k		1.6k	281.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$423k		1.7k	243.55	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.3	$420k	+21%	16k	26.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.3	$404k		10k	39.22	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$401k		1.2k	326.36	View chart
Netflix (NFLX)	0.3	$386k		322.00	1198.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.3	$385k		10k	38.61	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.3	$377k		9.8k	38.36	View chart
Amazon (AMZN)	0.2	$356k		1.6k	219.57	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.2	$348k		9.7k	35.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.2	$343k		7.9k	43.63	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$340k		7.0k	48.86	View chart
Exxon Mobil Corporation (XOM)	0.2	$340k		3.0k	112.75	View chart
Qualcomm (QCOM)	0.2	$333k		2.0k	166.36	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$331k		3.5k	95.14	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.2	$325k		6.6k	48.99	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$307k		5.3k	57.47	View chart
Lowe's Companies (LOW)	0.2	$299k		1.2k	251.31	View chart
Mp Materials Corp Com Cl A (MP)	0.2	$298k	+4%	4.4k	67.07	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.2	$297k	-33%	6.2k	48.29	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.2	$282k	-2%	8.7k	32.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$281k		6.8k	41.59	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.2	$280k	-6%	7.5k	37.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.2	$277k	-17%	6.6k	42.20	View chart
Tesla Motors (TSLA)	0.2	$277k	+200%	623.00	444.72	View chart
Philip Morris International (PM)	0.2	$274k		1.7k	162.20	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$269k	+5%	16k	17.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.2	$263k		5.9k	44.32	View chart
At&t (T)	0.2	$261k		9.2k	28.24	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$260k	+20%	6.6k	39.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$258k	+2%	385.00	669.30	View chart
International Business Machines (IBM)	0.2	$258k	+19%	913.00	282.16	View chart
Costco Wholesale Corporation (COST)	0.2	$256k		277.00	925.63	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$256k		5.4k	47.63	View chart
Palantir Technologies Cl A (PLTR)	0.2	$253k	+3%	1.4k	182.42	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$250k	+8%	3.8k	65.00	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$248k		7.0k	35.43	View chart
Bank of America Corporation (BAC)	0.2	$246k		4.8k	51.59	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.2	$246k	+27%	9.3k	26.46	View chart
Caterpillar (CAT)	0.2	$241k		506.00	477.15	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.2	$236k		9.0k	26.40	View chart
Visa Com Cl A (V)	0.2	$226k	+4%	663.00	341.38	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.1	$207k		8.2k	25.26	View chart
Wal-Mart Stores (WMT)	0.1	$204k		2.0k	103.06	View chart
Coca-Cola Company (KO)	0.1	$202k		3.0k	66.32	View chart
Duke Energy Corp Com New (DUK)	0.1	$200k		1.6k	123.75	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$194k	+1306%	5.0k	38.67	View chart
Hca Holdings (HCA)	0.1	$194k		454.00	426.20	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$191k	+4%	4.5k	42.05	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$184k	+5%	8.9k	20.60	View chart
Home Depot (HD)	0.1	$177k		436.00	405.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$176k		723.00	243.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$176k	-15%	2.0k	87.31	View chart
Tapestry (TPR)	0.1	$174k		1.5k	113.22	View chart
American Express Company (AXP)	0.1	$169k		509.00	332.16	View chart
Uber Technologies (UBER)	0.1	$164k	+4%	1.7k	97.97	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$163k	-46%	635.00	256.45	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.1	$157k		4.1k	37.86	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$155k	+3%	6.9k	22.28	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$154k		2.5k	61.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.1	$150k	+1346%	6.9k	21.73	View chart
UnitedHealth (UNH)	0.1	$150k		433.00	345.30	View chart
Domino's Pizza (DPZ)	0.1	$148k		343.00	431.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	0.1	$143k		3.9k	36.86	View chart
ConocoPhillips (COP)	0.1	$141k		1.5k	94.59	View chart
Intuit (INTU)	0.1	$136k		199.00	682.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$131k		196.00	666.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$130k		444.00	293.74	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$130k		2.5k	51.59	View chart
Plug Power Com New (PLUG)	0.1	$126k		54k	2.33	View chart
Northrop Grumman Corporation (NOC)	0.1	$123k	+9%	202.00	609.51	View chart
Waste Management (WM)	0.1	$122k		553.00	220.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$117k		4.5k	25.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.1	$116k		3.0k	38.31	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$114k		1.1k	99.95	View chart
Constellation Brands Cl A (STZ)	0.1	$113k		840.00	134.67	View chart
Procter & Gamble Company (PG)	0.1	$111k		722.00	153.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$107k	-4%	213.00	502.74	View chart
Pfizer (PFE)	0.1	$107k		4.2k	25.48	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$106k	+5%	4.5k	23.71	View chart
Palo Alto Networks (PANW)	0.1	$106k	+7%	518.00	203.62	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$103k		2.6k	39.26	View chart
Meta Platforms Cl A (META)	0.1	$98k		133.00	734.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$96k		1.7k	55.15	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$94k		4.5k	20.93	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$94k	+2%	1.9k	49.31	View chart
Broadcom (AVGO)	0.1	$93k		281.00	329.91	View chart
Lockheed Martin Corporation (LMT)	0.1	$92k	-2%	185.00	499.21	View chart
Yum! Brands (YUM)	0.1	$87k		575.00	152.00	View chart
Okta Cl A (OKTA)	0.1	$86k		939.00	91.70	View chart
Adobe Systems Incorporated (ADBE)	0.1	$85k		242.00	352.75	View chart
McDonald's Corporation (MCD)	0.1	$80k		264.00	303.89	View chart
Wells Fargo & Company (WFC)	0.1	$79k		940.00	83.82	View chart
Travelers Companies (TRV)	0.0	$73k		261.00	279.22	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.0	$73k		1.5k	48.42	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$69k	-88%	1.4k	50.59	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$68k		1.3k	52.28	View chart
Cisco Systems (CSCO)	0.0	$67k		975.00	68.42	View chart
Sherwin-Williams Company (SHW)	0.0	$65k		189.00	346.26	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$65k		1.3k	50.70	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$64k		615.00	103.36	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$63k		225.00	279.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$63k		1.6k	39.69	View chart
Super Micro Computer Com New (SMCI)	0.0	$62k	+8%	1.3k	47.94	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$61k	+3%	2.7k	23.09	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$59k		2.3k	25.85	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$59k		1.3k	45.21	View chart
United Parcel Service CL B (UPS)	0.0	$56k		672.00	83.53	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$55k		2.1k	25.90	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$53k		723.00	73.50	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$52k	-69%	1.1k	46.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$51k		211.00	242.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$50k		1.1k	43.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.0	$44k		1.2k	38.05	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.0	$44k		462.00	94.31	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$43k		1.0k	41.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.0	$42k		1.2k	36.62	View chart
Chevron Corporation (CVX)	0.0	$41k		265.00	155.29	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$40k	-2%	869.00	46.32	View chart
Microvast Holdings (MVST)	0.0	$39k		10k	3.85	View chart
Southern Company (SO)	0.0	$39k		409.00	94.77	View chart
Boeing Company (BA)	0.0	$39k		179.00	215.83	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.0	$39k		832.00	46.31	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.0	$38k	-16%	1.4k	26.94	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$36k		639.00	56.47	View chart
Lam Research Corp Com New (LRCX)	0.0	$35k		264.00	133.90	View chart
Walt Disney Company (DIS)	0.0	$35k		307.00	114.50	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.0	$35k		1.4k	25.85	View chart
Eli Lilly & Co. (LLY)	0.0	$34k		45.00	763.00	View chart
Verizon Communications (VZ)	0.0	$34k		775.00	43.95	View chart
Ge Aerospace Com New (GE)	0.0	$33k		111.00	300.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.0	$33k		848.00	38.64	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$32k		321.00	100.31	View chart
Imperial Oil Com New (IMO)	0.0	$32k		353.00	90.74	View chart
Mastercard Incorporated Cl A (MA)	0.0	$32k		56.00	568.80	View chart
Solventum Corp Com Shs (SOLV)	0.0	$30k		412.00	73.00	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$30k		689.00	42.79	View chart
PNC Financial Services (PNC)	0.0	$29k		144.00	200.93	View chart
Shell Spon Ads (SHEL)	0.0	$29k		402.00	71.53	View chart
Merck & Co (MRK)	0.0	$29k		342.00	83.93	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$28k	-76%	95.00	297.62	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.0	$28k		1.4k	20.10	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$28k		552.00	50.07	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$28k		413.00	66.87	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.0	$28k		1.1k	24.16	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.0	$27k		1.0k	26.95	View chart
Ge Vernova (GEV)	0.0	$26k		43.00	614.91	View chart
Us Bancorp Del Com New (USB)	0.0	$26k		546.00	48.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$26k		672.00	39.25	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$26k		561.00	46.81	View chart
Abbott Laboratories (ABT)	0.0	$25k		189.00	134.17	View chart
Iron Mountain (IRM)	0.0	$25k		244.00	101.94	View chart
Direxion Shs Etf Tr Daily 20+ Year T (TMF)	0.0	$25k		613.00	40.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$24k		517.00	46.39	View chart
GSK Sponsored Adr (GSK)	0.0	$24k		549.00	43.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.0	$24k		588.00	40.10	View chart
Watsco, Incorporated (WSO)	0.0	$22k	+3%	54.00	404.30	View chart
Abbvie (ABBV)	0.0	$22k		94.00	231.54	View chart
Gilead Sciences (GILD)	0.0	$21k		193.00	111.00	View chart
Advanced Micro Devices (AMD)	0.0	$21k	+29%	131.00	161.79	View chart
American Tower Reit (AMT)	0.0	$21k		110.00	192.32	View chart
MiMedx (MDXG)	0.0	$20k		2.9k	6.98	View chart
Amphenol Corp Cl A (APH)	0.0	$20k		162.00	123.75	View chart
Sap Se Spon Adr (SAP)	0.0	$20k		75.00	267.21	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$20k	+97%	400.00	49.41	View chart
Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD)	0.0	$19k	+5%	1.4k	13.53	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.0	$19k		239.00	80.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.0	$19k		480.00	40.10	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$18k	+3%	197.00	93.37	View chart
Intuitive Surgical Com New (ISRG)	0.0	$18k		41.00	447.22	View chart
Kla Corp Com New (KLAC)	0.0	$18k		17.00	1078.59	View chart
Comcast Corp Cl A (CMCSA)	0.0	$18k		574.00	31.42	View chart
Raytheon Technologies Corp (RTX)	0.0	$18k		107.00	167.60	View chart
Eaton Corp SHS (ETN)	0.0	$17k		46.00	374.26	View chart
Marathon Petroleum Corp (MPC)	0.0	$17k		87.00	192.74	View chart
Northern Trust Corporation (NTRS)	0.0	$17k		123.00	134.60	View chart
Entergy Corporation (ETR)	0.0	$16k		176.00	93.19	View chart
Emcor (EME)	0.0	$16k	+13%	25.00	649.56	View chart
Colgate-Palmolive Company (CL)	0.0	$16k		203.00	79.94	View chart
Booking Holdings (BKNG)	0.0	$16k		3.00	5399.33	View chart
Boston Scientific Corporation (BSX)	0.0	$16k		165.00	97.63	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$16k		68.00	236.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.0	$16k		412.00	38.88	View chart
Crown Castle Intl (CCI)	0.0	$16k		163.00	96.49	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$16k	+3%	32.00	490.38	View chart
Kenvue (KVUE)	0.0	$15k		943.00	16.23	View chart
Analog Devices (ADI)	0.0	$15k		62.00	245.69	View chart
TJX Companies (TJX)	0.0	$15k		105.00	144.54	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.0	$15k		569.00	26.49	View chart
Micron Technology (MU)	0.0	$15k		89.00	167.31	View chart
Morgan Stanley Com New (MS)	0.0	$15k		92.00	158.96	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$14k		134.00	106.49	View chart
Deere & Company (DE)	0.0	$14k		31.00	457.26	View chart
Progressive Corporation (PGR)	0.0	$14k		56.00	246.95	View chart
Stryker Corporation (SYK)	0.0	$14k		37.00	369.68	View chart
salesforce (CRM)	0.0	$14k		57.00	237.00	View chart
Danaher Corporation (DHR)	0.0	$14k		68.00	198.26	View chart
Cheniere Energy Com New (LNG)	0.0	$13k	+26%	57.00	234.98	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$13k		115.00	115.21	View chart
Symbotic Class A Com (SYM)	0.0	$13k		239.00	53.90	View chart
AutoZone (AZO)	0.0	$13k		3.00	4290.33	View chart
Trane Technologies SHS (TT)	0.0	$13k		30.00	421.97	View chart
S&p Global (SPGI)	0.0	$13k		26.00	486.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.0	$13k		264.00	47.51	View chart
Workday Cl A (WDAY)	0.0	$12k		51.00	240.73	View chart
Diageo Spon Adr New (DEO)	0.0	$12k		128.00	95.43	View chart
Williams Companies (WMB)	0.0	$12k	+23%	187.00	63.35	View chart
Pepsi (PEP)	0.0	$12k		84.00	140.44	View chart
Ea Series Trust Strive Us Semico (SHOC)	0.0	$12k	-33%	187.00	62.47	View chart
Nextera Energy (NEE)	0.0	$12k		154.00	75.49	View chart

Past Filings by IMG Wealth Management

SEC 13F filings are viewable for IMG Wealth Management going back to 2024

IMG Wealth Management 2025 Q3 filed Nov. 5, 2025
IMG Wealth Management 2025 Q2 filed July 30, 2025
IMG Wealth Management 2025 Q1 filed April 23, 2025
IMG Wealth Management 2024 Q4 filed Feb. 10, 2025

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