IMA Advisory Services, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $4.46M | 0.4% |
| EXELIXIS, INC. | $4.36M | 0.4% |
| Datadog, Inc. | $4.27M | 0.4% |
| Visa Inc | $4.26M | 0.4% |
| SPDR Blmbg 1-3 Mth T-Bill ETF | $4.22M | 0.4% |
| Tesla Inc | $4.21M | 0.4% |
| Valero Energy Corp | $4.03M | 0.4% |
| W.W. GRAINGER, INC. | $3.99M | 0.4% |
| iShares Core S&P 500 ETF | $3.85M | 0.4% |
| KINDER MORGAN, INC. | $3.69M | 0.4% |
| Avantis U.S. Small Cap Value ETF | $3.68M | 0.4% |
| OneMain Holdings Inc | $3.64M | 0.3% |
| VANECK ISRAEL ETF | $3.59M | 0.3% |
| ONTO INNOVATION INC. | $3.57M | 0.3% |
| Vanguard S&P 500 ETF | $3.57M | 0.3% |
| Everpure, Inc. | $3.52M | 0.3% |
| Broadcom Inc. | $3.52M | 0.3% |
| iShares MSCI EAFE Min Vol Factor ETF | $3.44M | 0.3% |
| ISHARES PARIS-ALIGNED CLIMATE OPTIMIZED MSCI USA ETF | $3.44M | 0.3% |
| CAPITAL ONE FINANCIAL CORP | $3.27M | 0.3% |
| TJX Cos Inc/The | $3.22M | 0.3% |
| Intuitive Surgical Inc | $3.03M | 0.3% |
| MercadoLibre, Inc. | $2.97M | 0.3% |
| iShares MSCI UAE ETF | $2.84M | 0.3% |
| APPLIED MATERIALS INC /DE | $2.82M | 0.3% |
| Avantis Emerging Markets Equity ETF | $2.79M | 0.3% |
| ISHARES ESG AWARE MSCI EAFE ETF | $2.75M | 0.3% |
| Exact Sciences Corp. | $2.71M | 0.3% |
| ZEBRA TECHNOLOGIES CORP | $2.67M | 0.3% |
| EXXON MOBIL CORP | $2.67M | 0.3% |
| iShares Russell 3000 ETF | $2.59M | 0.2% |
| ISHARES SHORT TREASURY BOND ETF | $2.51M | 0.2% |
| Knight-Swift Transportation Holdings Inc. | $2.41M | 0.2% |
| AMERIPRISE FINANCIAL INC | $2.41M | 0.2% |
| NIKE, Inc. | $2.36M | 0.2% |
| AbbVie Inc. | $2.33M | 0.2% |
| Cigna Group | $2.21M | 0.2% |
| Merck & Co., Inc. | $2.19M | 0.2% |
| JOHNSON & JOHNSON | $2.13M | 0.2% |
| CHEVRON CORP | $2.12M | 0.2% |
| Marvell Technology, Inc. | $1.99M | 0.2% |
| BANK OF AMERICA CORP /DE | $1.92M | 0.2% |
| TripAdvisor, Inc. | $1.90M | 0.2% |
| LOWES COMPANIES INC | $1.90M | 0.2% |
| ADOBE INC. | $1.89M | 0.2% |
| BOSTON SCIENTIFIC CORP | $1.83M | 0.2% |
| Warren E. Buffett | $1.79M | 0.2% |
| MASTEC INC | $1.76M | 0.2% |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | $1.71M | 0.2% |
| REGENERON PHARMACEUTICALS, INC. | $1.66M | 0.2% |