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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, FTLS, and represent 34.23% of IMG Wealth Management's stock portfolio.
Added to shares of these 10 stocks: LMBS, AVDV, FEM, QQQM, FTLS, CGDV, IEF, SPYM, VTV, BUFR.
Started 43 new stock positions in RONB, IBKR, BFEB, DASH, CBOE, FEM, CTVA, NDAQ, PHM, Swarmer.
Reduced shares in these 10 stocks: ICSH, CGGR, QQQ, VOO, AAPL, XOM, FTCS, IVV, GFEB, MSFT.
Sold out of its positions in AES, AMLP, ALSN, ALLY, AMP, ADM, TEAM, ADSK, ADP, AZO.
IMG Wealth Management was a net buyer of stock by $1.9M.
IMG Wealth Management has $157M in assets under management (AUM), dropping by -0.38%.
Central Index Key (CIK): 0002032103

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Portfolio Holdings for IMG Wealth Management

IMG Wealth Management holds 506 positions in its portfolio as reported in the March 2026 quarterly 13F filing

IMG Wealth Management has 506 total positions. Only the first 250 positions are shown.

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Download the IMG Wealth Management March 2026 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)	10.6	$17M	+2%	490k	33.77	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	7.4	$12M	+4%	275k	42.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	6.5	$10M	+2%	288k	35.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	5.4	$8.5M	+2%	303k	28.00	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	4.3	$6.8M	+9%	97k	70.36	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	3.9	$6.1M		193k	31.93	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.6	$5.7M	+6%	84k	68.28	View chart
Vanguard Index Fds Value Etf (VTV)	3.6	$5.7M	+6%	29k	196.20	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	3.5	$5.5M	-4%	140k	39.43	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.2	$5.0M	+16%	21k	237.62	View chart
Spdr Series Trust State Street Spd (SPYM)	2.7	$4.3M	+9%	56k	76.54	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.6	$4.1M	-22%	102k	40.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$2.9M	-10%	5.1k	577.17	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	1.6	$2.5M		66k	38.24	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	1.6	$2.5M		64k	38.30	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	1.3	$2.1M	-2%	50k	42.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$2.1M	-13%	3.5k	597.61	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.3	$2.0M	-12%	22k	92.76	View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC)	1.3	$2.0M		51k	38.84	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	1.0	$1.6M	+58089%	33k	49.81	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.0	$1.6M	NEW	16k	99.86	View chart
Ishares Silver Tr Ishares (SLV)	0.9	$1.5M		21k	68.14	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.9	$1.4M	-2%	24k	59.78	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.8	$1.3M	+26%	39k	33.37	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.8	$1.3M	NEW	43k	29.95	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.7	$1.2M	-53%	23k	50.62	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.7	$1.0M		28k	37.24	View chart
Apple (AAPL)	0.6	$919k	-25%	3.6k	253.82	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.6	$877k		30k	29.07	View chart
Johnson & Johnson (JNJ)	0.6	$871k		3.6k	244.44	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.5	$847k		21k	39.74	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.5	$841k	+9%	25k	33.30	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.5	$790k	+48%	29k	27.59	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.5	$778k		16k	49.69	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.4	$639k	-13%	9.9k	64.35	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.4	$621k	-6%	18k	35.41	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.4	$616k		24k	25.39	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.4	$610k	-3%	13k	48.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$561k		2.1k	261.92	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.4	$559k	+7%	15k	36.30	View chart
NVIDIA Corporation (NVDA)	0.3	$532k	-31%	3.0k	174.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.3	$527k	-33%	13k	41.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.3	$518k		10k	51.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$515k	-7%	1.8k	286.86	View chart
Goldman Sachs (GS)	0.3	$514k		607.00	845.99	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.3	$478k		13k	37.27	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$473k	-11%	4.9k	96.70	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$471k		1.2k	383.40	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$453k		9.6k	47.03	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$425k		8.9k	47.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.3	$417k		10k	40.49	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.3	$414k	-2%	16k	26.75	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.3	$407k		11k	36.82	View chart
JPMorgan Chase & Co. (JPM)	0.3	$398k	-18%	1.4k	294.16	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$379k	NEW	4.0k	95.44	View chart
Microsoft Corporation (MSFT)	0.2	$377k	-40%	1.0k	370.24	View chart
Caterpillar (CAT)	0.2	$367k	-2%	518.00	708.46	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$344k		7.0k	49.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.2	$342k		7.9k	43.55	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$334k		5.3k	62.56	View chart
Netflix (NFLX)	0.2	$302k	-2%	3.1k	96.15	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.2	$291k		6.0k	48.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.2	$289k	-25%	7.5k	38.71	View chart
Costco Wholesale Corporation (COST)	0.2	$288k		289.00	996.43	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.2	$288k		5.9k	48.85	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.2	$288k	NEW	6.0k	47.70	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$287k	+8%	17k	17.15	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.2	$284k		7.3k	38.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.2	$283k		6.8k	41.88	View chart
Philip Morris International (PM)	0.2	$279k	-4%	1.7k	165.34	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$271k		5.3k	50.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.2	$267k		5.9k	44.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$267k	-44%	1.2k	215.11	View chart
Wal-Mart Stores (WMT)	0.2	$266k	-8%	2.1k	124.28	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.2	$263k		10k	25.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.2	$259k	-8%	6.0k	42.96	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$258k		6.6k	39.34	View chart
Lowe's Companies (LOW)	0.2	$257k	-6%	1.1k	236.28	View chart
Amazon (AMZN)	0.2	$256k	-41%	1.2k	208.27	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.2	$256k	NEW	4.8k	53.33	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$251k	+6953%	2.9k	86.69	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.2	$247k		9.3k	26.63	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.2	$240k		5.6k	43.02	View chart
Exxon Mobil Corporation (XOM)	0.2	$239k	-56%	1.4k	169.66	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.2	$238k		9.0k	26.55	View chart
Innovator Etfs Trust Equity Defined P (ZAPR)	0.1	$235k	NEW	9.0k	26.10	View chart
Northrop Grumman Corporation (NOC)	0.1	$231k	+66%	339.00	682.24	View chart
Hca Holdings (HCA)	0.1	$224k		474.00	473.24	View chart
At&t (T)	0.1	$223k	-20%	7.7k	28.99	View chart
Tapestry (TPR)	0.1	$222k		1.6k	141.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$221k	-26%	770.00	287.56	View chart
Coca-Cola Company (KO)	0.1	$219k	-11%	2.9k	76.05	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$217k	-2%	6.5k	33.22	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$215k	+16%	11k	19.92	View chart
Oracle Corporation (ORCL)	0.1	$214k	-42%	1.5k	147.11	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$209k	+12%	5.1k	40.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$206k	-28%	2.3k	90.53	View chart
International Business Machines (IBM)	0.1	$205k	-14%	847.00	242.39	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$205k		4.2k	48.26	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$203k		5.1k	39.80	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$199k	NEW	6.5k	30.68	View chart
ConocoPhillips (COP)	0.1	$197k	-4%	1.5k	132.00	View chart
Duke Energy Corp Com New (DUK)	0.1	$189k	-12%	1.4k	130.94	View chart
Palantir Technologies Cl A (PLTR)	0.1	$186k	-18%	1.3k	146.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$178k		4.4k	40.86	View chart
Raytheon Technologies Corp (RTX)	0.1	$177k	+267%	918.00	192.90	View chart
Tesla Motors (TSLA)	0.1	$176k	-36%	474.00	371.75	View chart
Qualcomm (QCOM)	0.1	$172k	-37%	1.3k	128.78	View chart
Visa Com Cl A (V)	0.1	$162k	-31%	536.00	302.24	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$161k	-50%	1.7k	92.74	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$155k		2.5k	61.89	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$152k		635.00	239.99	View chart
American Express Company (AXP)	0.1	$152k	-7%	502.00	302.48	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$151k	+32%	3.9k	39.13	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$148k		3.8k	38.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.1	$144k		6.4k	22.38	View chart
Strategy Ns 7handl Idx (HNDL)	0.1	$142k	+3%	6.5k	21.84	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$140k	-5%	4.2k	33.48	View chart
Home Depot (HD)	0.1	$139k	-12%	422.00	328.89	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$135k	+2%	2.6k	52.49	View chart
Waste Management (WM)	0.1	$135k	+2%	586.00	229.79	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$131k	+93%	2.5k	52.19	View chart
Constellation Brands Cl A (STZ)	0.1	$129k		858.00	150.00	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$128k	+15%	5.6k	22.95	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$128k	+96%	2.5k	50.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$124k	-14%	258.00	479.20	View chart
Domino's Pizza (DPZ)	0.1	$123k		343.00	358.79	View chart
Cisco Systems (CSCO)	0.1	$121k	+20%	1.6k	77.59	View chart
Uber Technologies (UBER)	0.1	$121k		1.7k	71.93	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$118k	+93%	5.2k	22.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$118k		4.5k	26.27	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$118k		181.00	650.34	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$116k		1.1k	102.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$116k	-71%	177.00	653.21	View chart
Lockheed Martin Corporation (LMT)	0.1	$115k	-4%	190.00	604.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	0.1	$106k		2.8k	37.27	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.1	$105k	+9%	5.2k	20.41	View chart
Palo Alto Networks (PANW)	0.1	$103k	+16%	643.00	160.32	View chart
Intuit (INTU)	0.1	$103k	+9%	237.00	432.38	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$102k	NEW	1.3k	77.11	View chart
Bank of America Corporation (BAC)	0.1	$101k	-59%	2.1k	48.75	View chart
McDonald's Corporation (MCD)	0.1	$99k	+4%	318.00	310.79	View chart
UnitedHealth (UNH)	0.1	$94k	-28%	349.00	270.59	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$94k	-3%	1.9k	48.71	View chart
Procter & Gamble Company (PG)	0.1	$93k	-22%	646.00	144.44	View chart
Yum! Brands (YUM)	0.1	$89k		575.00	155.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$88k		307.00	287.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.1	$85k	-27%	2.2k	38.63	View chart
Travelers Companies (TRV)	0.1	$83k	+2%	284.00	291.68	View chart
Okta Cl A (OKTA)	0.0	$73k		925.00	78.71	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$69k		1.4k	50.63	View chart
Chevron Corporation (CVX)	0.0	$69k	-8%	332.00	206.90	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$65k	-43%	958.00	67.53	View chart
Intel Corporation (INTC)	0.0	$65k	+125%	1.5k	44.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$63k		1.6k	40.10	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$62k		1.3k	47.53	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$59k	+21%	2.3k	25.55	View chart
Micron Technology (MU)	0.0	$59k	-5%	174.00	337.84	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$56k		543.00	103.43	View chart
Applied Materials (AMAT)	0.0	$55k	+23%	162.00	341.79	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$55k		1.9k	28.71	View chart
Lam Research Corp Com New (LRCX)	0.0	$55k	-34%	255.00	213.66	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.0	$54k	+96%	2.7k	20.05	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$54k	+95%	1.1k	49.89	View chart
Texas Instruments Incorporated (TXN)	0.0	$54k	+135%	276.00	194.14	View chart
Adobe Systems Incorporated (ADBE)	0.0	$54k	-9%	220.00	243.08	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.0	$53k		1.4k	39.14	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$53k		724.00	73.09	View chart
Sherwin-Williams Company (SHW)	0.0	$53k	-19%	165.00	320.55	View chart
Meta Platforms Cl A (META)	0.0	$52k	-61%	91.00	572.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$52k	+9%	209.00	248.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$51k		1.1k	44.91	View chart
Verizon Communications (VZ)	0.0	$50k	-25%	998.00	50.20	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$50k	-16%	862.00	57.61	View chart
Kla Corp Com New (KLAC)	0.0	$49k	+73%	33.00	1472.42	View chart
Amphenol Corp Cl A (APH)	0.0	$48k	+76%	381.00	126.35	View chart
Analog Devices (ADI)	0.0	$48k	+65%	151.00	318.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.0	$45k		1.2k	38.94	View chart
Spdr Series Trust State Street Spd (SLYG)	0.0	$45k		462.00	96.62	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$45k	-41%	132.00	337.95	View chart
Dynex Cap (DX)	0.0	$44k	+55%	3.4k	12.76	View chart
Arista Networks Com Shs (ANET)	0.0	$44k	+151%	354.00	122.78	View chart
Corning Incorporated (GLW)	0.0	$43k	NEW	319.00	135.97	View chart
Pacer Fds Tr Lunt Lrgcp Multi (PALC)	0.0	$43k		834.00	51.81	View chart
TJX Companies (TJX)	0.0	$42k	+52%	265.00	159.70	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$42k		869.00	48.32	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$40k	+50%	102.00	391.76	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.0	$39k		832.00	47.20	View chart
Merck & Co (MRK)	0.0	$38k	-11%	320.00	120.12	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$37k	+427%	527.00	70.51	View chart
Microchip Technology (MCHP)	0.0	$37k	+1687%	572.00	64.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.0	$37k	-14%	983.00	37.40	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$35k		1.4k	25.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.0	$34k		848.00	39.76	View chart
Western Digital (WDC)	0.0	$34k	+853%	124.00	270.49	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$33k		327.00	100.27	View chart
Bristol Myers Squibb (BMY)	0.0	$32k	+21%	534.00	60.65	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$32k		675.00	46.74	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$32k		689.00	45.65	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$31k	+30%	323.00	97.13	View chart
Advanced Micro Devices (AMD)	0.0	$31k	-15%	153.00	203.43	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$31k	+134%	155.00	198.29	View chart
Synopsys (SNPS)	0.0	$30k	NEW	76.00	396.47	View chart
Sandisk Corp (SNDK)	0.0	$29k	NEW	46.00	635.35	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$29k		855.00	33.86	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$29k		95.00	302.25	View chart
Citigroup Com New (C)	0.0	$28k	+197%	244.00	113.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$27k		672.00	40.47	View chart
Royal Caribbean Cruises (RCL)	0.0	$27k	NEW	98.00	275.18	View chart
Solventum Corp Com Shs (SOLV)	0.0	$27k		412.00	65.30	View chart
Marriott Intl Cl A (MAR)	0.0	$27k	+100%	82.00	327.07	View chart
Iron Mountain (IRM)	0.0	$27k	+6%	261.00	102.14	View chart
Spdr Series Trust State Street Spd (SPTL)	0.0	$27k		1.0k	26.30	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$26k		561.00	46.91	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$26k		531.00	48.98	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.0	$26k	-16%	963.00	26.86	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$26k	+79%	241.00	106.15	View chart
Booking Holdings (BKNG)	0.0	$25k	+100%	6.00	4210.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$25k		517.00	48.49	View chart
Pfizer (PFE)	0.0	$25k	-73%	877.00	28.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.0	$25k		588.00	41.69	View chart
Progressive Corporation (PGR)	0.0	$24k	+95%	121.00	198.24	View chart
Applovin Corp Com Cl A (APP)	0.0	$24k	+361%	60.00	398.00	View chart
Keysight Technologies (KEYS)	0.0	$24k	+281%	84.00	282.37	View chart
Chipotle Mexican Grill (CMG)	0.0	$24k	+268%	737.00	32.01	View chart
Intuitive Surgical Com New (ISRG)	0.0	$24k	+15%	51.00	460.98	View chart
Boeing Company (BA)	0.0	$23k	-48%	117.00	199.03	View chart
Williams-Sonoma (WSM)	0.0	$23k	+861%	125.00	182.33	View chart
Charles Schwab Corporation (SCHW)	0.0	$23k	+35%	242.00	93.98	View chart
Ge Vernova (GEV)	0.0	$23k	-56%	26.00	872.88	View chart
Direxion Shares Etf Trust Dly 20 Yr Tresur (TMF)	0.0	$22k		613.00	36.06	View chart
United Parcel Svcs CL B (UPS)	0.0	$21k	-65%	217.00	98.38	View chart
Airbnb Com Cl A (ABNB)	0.0	$21k	+382%	169.00	126.28	View chart
Walt Disney Company (DIS)	0.0	$21k	-59%	220.00	96.38	View chart
O'reilly Automotive (ORLY)	0.0	$21k	+125%	228.00	92.31	View chart
Hilton Worldwide Holdings (HLT)	0.0	$21k	+72%	69.00	304.09	View chart
Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD)	0.0	$21k	+14%	1.7k	12.54	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$21k		81.00	257.35	View chart
Ross Stores (ROST)	0.0	$20k	+1780%	94.00	216.63	View chart
Linde SHS (LIN)	0.0	$20k	+2%	41.00	495.76	View chart
Stryker Corporation (SYK)	0.0	$19k	+59%	59.00	328.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.0	$19k		480.00	40.31	View chart
Chubb (CB)	0.0	$19k	-11%	59.00	325.93	View chart
Cme (CME)	0.0	$19k	+85%	65.00	295.35	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$19k		424.00	44.87	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.0	$19k		680.00	27.26	View chart
Emcor (EME)	0.0	$19k	+13%	25.00	738.32	View chart
Intercontinental Exchange (ICE)	0.0	$18k	+290%	117.00	157.28	View chart
Amgen (AMGN)	0.0	$18k		52.00	351.85	View chart
Nextera Energy (NEE)	0.0	$18k	-30%	195.00	92.88	View chart

Past Filings by IMG Wealth Management

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

IMG Wealth Management 2026 Q1 filed May 15, 2026
IMG Wealth Management 2025 Q4 filed Feb. 5, 2026
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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