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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

IMA Wealth, Inc.

Quarter ended Q1 2023 · Filed February 16, 2023 · Accession 0001455495-23-000001

Total Value
$377.7M
Positions
341
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (341)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524201665,440$30.0M7.95%
2INVESCO EXCH TRD SLF IDX FDIVZ916,157$18.8M4.97%
3INVESCO EXCH TRD SLF IDX FDIVZ829,673$17.4M4.61%
4INVESCO EXCH TRD SLF IDX FDIVZ618,357$14.4M3.82%
5SCHWAB STRATEGIC TR808524102270,846$12.1M3.21%
6BANK AMERICA CORP060505104362,256$12.0M3.18%
7INVESCO EXCH TRD SLF IDX FDIVZ536,629$11.9M3.14%
8INVESCO EXCH TRADED FD TR IIIVZ559,626$11.5M3.04%
9SCHWAB STRATEGIC TR808524508151,241$9.9M2.63%
10ISHARES TR46434VBD1347,719$8.5M2.24%
11SCHWAB STRATEGIC TR808524607180,952$7.3M1.94%
12MICROSOFT CORPMSFT26,114$6.3M1.66%
13SCHWAB STRATEGIC TR808524805193,245$6.2M1.65%
14PROCTER AND GAMBLE CO74271810940,574$6.1M1.63%
15DANAHER CORPORATION23585110220,700$5.5M1.45%
16APPLE INCAAPL41,755$5.4M1.44%
17VALERO ENERGY CORPVLO40,676$5.2M1.37%
18ACTIVISION BLIZZARD INC00507V10957,984$4.4M1.18%
19KNIGHT-SWIFT TRANSN HLDGS IN49904910476,819$4.0M1.07%
20MERCK & CO INCMRK32,136$3.6M0.94%
21KINDER MORGAN INC DELEP-PC197,129$3.6M0.94%
22AES CORPAES122,979$3.5M0.94%
23FASTENAL COFAST74,344$3.5M0.93%
24SCHWAB STRATEGIC TR80852430062,205$3.5M0.91%
25AEROJET ROCKETDYNE HLDGS INC00780010558,094$3.2M0.86%
26JPMORGAN CHASE & COVYLD24,179$3.2M0.86%
27SHIFT4 PMTS INC82452J10957,225$3.2M0.85%
28CHEVRON CORP NEWCVX17,245$3.1M0.82%
29AMAZON COM INCAMZN36,599$3.1M0.81%
30PFIZER INCPFE59,453$3.0M0.81%
31QUALCOMM INCQCOM27,520$3.0M0.80%
32INGREDION INCINGR30,825$3.0M0.80%
33PIONEER NAT RES CO72378710713,020$3.0M0.79%
34ISHARES TR46429B68945,345$2.9M0.76%
35ONEMAIN HLDGS INCOMF86,368$2.9M0.76%
36FIRST TR EXCH TRADED FD III33739E108170,200$2.9M0.76%
37SPLUNK INC84863710433,147$2.9M0.76%
38AMERIPRISE FINL INC03076C1069,078$2.8M0.75%
39ZEBRA TECHNOLOGIES CORPORATIZBRA11,000$2.8M0.75%
40CINTAS CORPCTAS6,200$2.8M0.74%
41EXACT SCIENCES CORP30063P10555,823$2.8M0.73%
42DATADOG INCDDOG36,252$2.7M0.71%
43VISA INCV12,485$2.6M0.69%
44TARGET CORPTGT17,320$2.6M0.68%
45TJX COS INC NEW87254010932,369$2.6M0.68%
46REGENERON PHARMACEUTICALSREGN3,514$2.5M0.67%
47CVS HEALTH CORPCVS26,855$2.5M0.66%
48ISHARES TR4642872006,384$2.5M0.65%
49UNITEDHEALTH GROUP INCUNH4,484$2.4M0.63%
50EVOLENT HEALTH INCEVH82,402$2.3M0.61%
51FIFTH THIRD BANCORPFITBM68,246$2.2M0.59%
52ISHARES TR46428868773,232$2.2M0.59%
53CROWDSTRIKE HLDGS INCCRWD20,410$2.1M0.57%
54ABBVIE INCABBV13,059$2.1M0.56%
55ENVESTNET INC29404K10634,198$2.1M0.56%
56NVIDIA CORPORATIONNVDA14,007$2.0M0.54%
57ONTO INNOVATION INCONTO28,699$2.0M0.52%
58GRAINGER W W INC3848021043,500$1.9M0.52%
59DXC TECHNOLOGY CODXC73,365$1.9M0.51%
60LOWES COS INC5486611079,687$1.9M0.51%
61META PLATFORMS INCMETA15,533$1.9M0.49%
62INTUITIVE SURGICAL INCISRG7,005$1.9M0.49%
63WALMART INCWMT12,635$1.8M0.47%
64JOHNSON & JOHNSONJNJ9,858$1.7M0.46%
65ILLINOIS TOOL WKS INC4523081097,580$1.7M0.44%
66CARRIER GLOBAL CORPORATIONCARR38,653$1.6M0.42%
67REPLIGEN CORPRGEN9,267$1.6M0.42%
68BOSTON SCIENTIFIC CORPBSX33,273$1.5M0.41%
69ISHARES TR4642876896,826$1.5M0.40%
70MERCADOLIBRE INCMELI1,738$1.5M0.39%
71MICRON TECHNOLOGY INCMU28,168$1.4M0.37%
72CITIGROUP INCC-PR30,645$1.4M0.37%
73L3HARRIS TECHNOLOGIES INCLHX6,647$1.4M0.37%
74LUMENTUM HLDGS INCLITE25,895$1.4M0.36%
75AZENTA INCAZTA22,940$1.3M0.35%
76VIASAT INCVSAT40,726$1.3M0.34%
77MAXLINEAR INCMXL37,306$1.3M0.34%
78AMERICAN CENTY ETF TR02507260424,620$1.2M0.33%
79TELEPHONE & DATA SYS INCTDS-PV117,185$1.2M0.33%
80DRAFTKINGS INC NEWDKNG105,473$1.2M0.32%
81MP MATERIALS CORPMP48,177$1.2M0.31%
82GENERAC HLDGS INCGNRC11,001$1.1M0.29%
83DEERE & CODE2,518$1.1M0.29%
84MEDTRONIC PLCMDT13,831$1.1M0.28%
85SALESFORCE INCCRM8,107$1.1M0.28%
86SCHWAB STRATEGIC TR80852486222,050$1.1M0.28%
87CRISPR THERAPEUTICS AGCRSP25,631$1.0M0.28%
88MASTEC INCMTZ11,908$1.0M0.27%
89LAREDO PETROLEUM INC51680620518,499$951,2190.25%
90INNOVATIVE INDL PPTYS INCINHD8,755$887,3190.23%
91OTIS WORLDWIDE CORPOTIS11,002$861,5670.23%
92PURE STORAGE INC74624M10231,700$848,2920.22%
93AUTOMATIC DATA PROCESSING INADP3,500$836,0100.22%
94CURO GROUP HOLDINGS CORP23131L107235,472$835,9260.22%
95STARBUCKS CORPSBUX8,203$813,7380.22%
96FORTIVE CORPFTV11,960$768,4300.20%
97VANGUARD INDEX FDS9229083632,140$751,8680.20%
98SCHWAB STRATEGIC TR80852488823,685$745,3670.20%
99SPDR S&P 500 ETF TRSPY1,893$723,9400.19%
100PAYPAL HLDGS INCPYPL8,881$632,5050.17%
101ALPHABET INCGOOG6,880$607,0220.16%
102ILLUMINA INCILMN2,882$582,7400.15%
103SCHWAB STRATEGIC TR8085244098,700$574,3740.15%
104GREAT LAKES DREDGE & DOCK COGLDD92,730$551,7440.15%
105INVESCO QQQ TRIVZ2,030$540,5480.14%
106DOCUSIGN INCDOCU9,444$523,3860.14%
107CAPITAL ONE FINL CORP14040H1055,621$522,5280.14%
108FEDERATED HERMES INCFHI14,130$513,0600.14%
109MONGODB INCMDB2,600$511,7840.14%
110ISHARES TR4642886614,410$506,6650.13%
111IRHYTHM TECHNOLOGIES INCIRTC5,400$505,8180.13%
112COCA COLA COKO7,900$502,5190.13%
113HOME DEPOT INCHD1,575$497,4800.13%
114STRYKER CORPORATIONSYK2,000$488,9800.13%
115SPDR GOLD TRGLD2,600$441,0640.12%
116ISHARES TR4642885884,620$428,5050.11%
117ISHARES TR4642875071,767$427,4200.11%
118ISHARES TR4642874575,160$418,8370.11%
119BRISTOL-MYERS SQUIBB COCELG-RI5,782$416,0150.11%
120INTERNATIONAL BUSINESS MACHSINTR2,724$383,7840.10%
121ISHARES TR4642871504,317$366,0820.10%
122ISHARES TR46435G4254,000$339,0000.09%
123OREILLY AUTOMOTIVE INC67103H107400$337,6120.09%
124INVESCO EXCHANGE TRADED FD TIVZ5,620$317,0240.08%
125PEPSICO INCPEP1,647$297,5470.08%
126ABBOTT LABSABLZF2,402$263,7160.07%
127TEXAS INSTRS INC8825081041,496$247,1690.07%
128WORKDAY INCWDAY1,450$242,6280.06%
129SPDR SER TR78464A3593,654$235,0980.06%
130BOEING COBA-PA1,195$227,6360.06%
131SMITH & WESSON BRANDS INCSWBI25,000$217,0000.06%
132APELLIS PHARMACEUTICALS INCAPLS4,150$214,5960.06%
133NEW YORK CMNTY BANCORP INC64944510324,327$209,2120.06%
134EVERGY INCEVRG3,289$206,9770.05%
135SCHWAB STRATEGIC TR8085248703,828$198,2520.05%
136ISHARES TR464287614910$194,9580.05%
137AT&T INCT-PC10,293$189,4940.05%
138MORGAN STANLEYMS-PQ2,223$188,9990.05%
139HURON CONSULTING GROUP INCHURN2,541$184,4770.05%
140AIR PRODS & CHEMS INCAIIR595$183,4150.05%
141CAMPBELL SOUP COCPB3,200$181,6000.05%
142ARCHER DANIELS MIDLAND COADM1,821$169,0800.04%
143INVESCO EXCH TRADED FD TR IIIVZ5,555$167,9900.04%
144CENTENE CORP DELCNC2,012$165,0040.04%
145VERIZON COMMUNICATIONS INCVZ4,042$159,2550.04%
146LINCOLN ELEC HLDGS INC5339001061,025$148,1020.04%
147SEABOARD CORP DELSE39$147,2330.04%
148DYCOM INDS INC2674751011,567$146,6710.04%
149HELEN OF TROY LTDHELE1,201$133,2030.04%
150ENTERPRISE PRODS PARTNERS L2937921075,433$131,0490.03%
151UNIVERSAL HEALTH RLTY INCOME91359E1052,650$126,4840.03%
152COMCAST CORP NEWCCZ3,350$117,1500.03%
153MASTERCARD INCORPORATEDMA336$116,8370.03%
154SMUCKER J M CO832696405732$115,9930.03%
155DISNEY WALT CO2546871061,268$110,1640.03%
156UNION PAC CORPUNP520$107,6760.03%
157EQUITY BANCSHARES INCEQBK3,220$105,1970.03%
158FEDEX CORPFDX591$102,3610.03%
159MCDONALDS CORPMCD383$100,9340.03%
160WELLS FARGO CO NEW94974680485$100,7250.03%
161GLOBAL PMTS INC37940X1021,000$99,3200.03%
162BK OF AMERICA CORP06050568285$98,6000.03%
163COSTCO WHSL CORP NEW22160K105203$92,6700.02%
164HEARTLAND FINL USA INC42234Q1021,962$91,4680.02%
165ADOBE SYSTEMS INCORPORATEDADBE264$88,8440.02%
166COLGATE PALMOLIVE COCL1,110$87,4570.02%
167TRAVELERS COMPANIES INCTRV451$84,5580.02%
168TRUIST FINL CORP89832Q1091,961$84,3820.02%
169INVESCO EXCHANGE TRADED FD TIVZ4,000$82,7600.02%
170EXPEDIA GROUP INCEXPE874$76,5620.02%
171ISHARES TR46432F8421,231$75,8790.02%
172CARDINAL HEALTH INCCAH946$72,7190.02%
173TEKLA HEALTHCARE INVSHQH3,900$70,2000.02%
174LYONDELLBASELL INDUSTRIES NLYB829$68,8320.02%
175AMGEN INCAMGN244$64,0840.02%
176AMERICAN OUTDOOR BRANDS INCAOUT6,250$62,6250.02%
177VOC ENERGY TRVOC5,800$60,0300.02%
178ZIMMER BIOMET HOLDINGS INCZBH452$57,6300.02%
179HONEYWELL INTL INC438516106268$57,4320.02%
180TESLA INCTSLA465$57,2790.02%
181WATSCO INCWSO-B225$56,1150.01%
182WISDOMTREE TRWT1,000$54,7160.01%
183DEVON ENERGY CORP NEW25179M103829$50,9920.01%
184ONEOK INC NEWOKE739$48,5520.01%
185LOCKHEED MARTIN CORPLMT95$46,2170.01%
186WESTROCK COWEST1,311$46,0950.01%
187FIRST TR EXCH TRD ALPHDX FD33737J1171,403$45,1490.01%
188FORD MTR CO DEL3453708603,800$44,1940.01%
189SELECT SECTOR SPDR TR81369Y803350$43,5540.01%
190MORNINGSTAR INCMORN200$43,3180.01%
191ALPHABET INCGOOG480$42,5900.01%
192UNITED NAT FOODS INCUNTCW1,092$42,2710.01%
193MARTIN MARIETTA MATLS INC573284106118$39,8800.01%
194GENERAL ELECTRIC CO369604301472$39,5490.01%
195PORTLAND GEN ELEC CO736508847786$38,6920.01%
196INVESCO EXCH TRADED FD TR IIIVZ800$35,0640.01%
197AMERICAN ELEC PWR CO INC025537101368$34,9420.01%
198SIGNATURE BK NEW YORK N Y82669G104300$34,5660.01%
199NUTRIEN LTDNTR472$34,4700.01%
200ISHARES TR46429B663330$34,3990.01%
201REINSURANCE GRP OF AMERICA I759351604235$33,4310.01%
202LIBERTY GLOBAL PLCLBTYK1,670$32,4480.01%
203BROADRIDGE FINL SOLUTIONS IN11133T103237$31,7890.01%
204SOUTHERN COSOMN431$30,7780.01%
205INTERCONTINENTAL EXCHANGE IN45866F104300$30,7770.01%
206INVESCO CURRENCYSHARES BRIT46138M109257$29,8480.01%
207HERSHEY COHSY125$28,9460.01%
208WELLS FARGO CO NEW949746101693$28,6140.01%
209COMMERCE BANCSHARES INCCBSH418$28,4530.01%
210ORACLE CORPORCL-PD328$26,8110.01%
211EATON CORP PLCETN165$25,8970.01%
212UNITED PARCEL SERVICE INCUPS142$24,6850.01%
213HANESBRANDS INC4103451023,752$23,8630.01%
214WARNER BROS DISCOVERY INCWBD2,489$23,5960.01%
215BROADCOM INCAVGO42$23,4830.01%
216IVERIC BIO INC46583P1021,095$23,4440.01%
217EXXON MOBIL CORPXOM210$23,1630.01%
218CONOCOPHILLIPSCOP188$22,1840.01%
219NEWMONT CORPNEMCL468$22,0900.01%
220ISHARES TR464287804232$21,9590.01%
221LOEWS CORPL375$21,8740.01%
222IDEX CORP45167R10488$20,0930.01%
223SELECT SECTOR SPDR TR81369Y605565$19,3230.01%
224ANHEUSER BUSCH INBEV SA/NVBUDFF315$18,9130.01%
225DOLLAR GEN CORP NEW25667710575$18,4690.00%
226NIKE INCNKE150$17,5520.00%
227SELECT SECTOR SPDR TR81369Y506200$17,4940.00%
228MAGELLAN MIDSTREAM PRTNRS LP559080106346$17,3730.00%
229ALBEMARLE CORPALB-PA80$17,3490.00%
230CONSTELLATION BRANDS INCSTZ74$17,1500.00%
231FS KKR CAP CORPFSK950$16,6250.00%
232ISHARES TR46429B655324$16,3070.00%
233OLIN CORPOLN300$15,8820.00%
234INGEVITY CORPNGVT218$15,3560.00%
235TRIPADVISOR INCTRIP838$15,0670.00%
236POOL CORPPOOL49$14,8140.00%
237SPIRIT AEROSYSTEMS HLDGS INC848574109500$14,8000.00%
238NORTHROP GRUMMAN CORPNOC27$14,7310.00%
239AIRBNB INCABNB171$14,6200.00%
240COMPASS DIVERSIFIEDCODI-PC800$14,5840.00%
241ENERGY TRANSFER L PET-PI1,200$14,2440.00%
242CAPITOL FED FINL INC14057J1011,584$13,7020.00%
243NXP SEMICONDUCTORS N VNXPI86$13,5910.00%
244PROLOGIS INC.PLDGP120$13,5280.00%
245CELSIUS HLDGS INCCELH130$13,5250.00%
246SPDR INDEX SHS FDS78463X863500$13,3850.00%
247JOHNSON CTLS INTL PLCG51502105200$12,8000.00%
248UBER TECHNOLOGIES INCUBER500$12,3650.00%
249MODERNA INCMRNA68$12,2140.00%
250RAYTHEON TECHNOLOGIES CORPRTX121$12,2110.00%
251SCHWAB STRATEGIC TR808524706501$11,8590.00%
252HALLIBURTON COHAL300$11,8050.00%
253ACCENTURE PLC IRELANDACN43$11,4740.00%
254SONY GROUP CORPORATIONSNEJF149$11,3660.00%
255ISHARES TR464287176106$11,2830.00%
256ENBRIDGE INCENNPF280$10,9480.00%
257SKYWORKS SOLUTIONS INCSWKS115$10,4800.00%
258WELLTOWER INCWELL155$10,1600.00%
259LABORATORY CORP AMER HLDGS50540R40943$10,1260.00%
260COASTAL FINL CORP WA19046P209207$9,8370.00%
261CHIPOTLE MEXICAN GRILL INCCMG7$9,7120.00%
262LUMEN TECHNOLOGIES INCLUMN1,791$9,3490.00%
263PROGRESSIVE CORP74331510371$9,2090.00%
264GLAUKOS CORPGKOS200$8,7360.00%
265S&P GLOBAL INCSPGI26$8,7080.00%
266INTEL CORPINTC317$8,3780.00%
267KINROSS GOLD CORPKGCRF2,000$8,1800.00%
268CHUBB LIMITEDCB37$8,1620.00%
269IDEXX LABS INC45168D10419$7,7510.00%
270SYSCO CORPSYY100$7,6450.00%
271ICON PLCICLR39$7,5760.00%
272NOVOCURE LTDNVCR100$7,3350.00%
273CARPENTER TECHNOLOGY CORPCRS196$7,2400.00%
274T ROWE PRICE ETF INC87283Q107346$7,1350.00%
275PERFICIENT INC71375U101100$6,9830.00%
276MIDDLEBY CORPMIDD48$6,4270.00%
277ISHARES TR46428816659$6,2790.00%
278VIRTU FINL INC928254101306$6,2450.00%
279KYNDRYL HLDGS INCKD544$6,0490.00%
2803M COMMM50$5,9960.00%
281CISCO SYS INCCSCO123$5,8600.00%
282EMERSON ELEC COEMR60$5,7640.00%
283NETFLIX INCNFLX19$5,6030.00%
284MICROCHIP TECHNOLOGY INC.MCHPP77$5,4090.00%
285NUSTAR ENERGY LPNU320$5,1200.00%
286ISHARES TR46428867945$4,9460.00%
287BUTTERFLY NETWORK INCBFLY2,000$4,9200.00%
288GSK PLCGLAXF124$4,3780.00%
289SYNOPSYS INCSNPS13$4,1510.00%
290BOOKING HOLDINGS INCBKNG2$4,0310.00%
291TAKEDA PHARMACEUTICAL CO LTDTKPHF251$3,9160.00%
292MARVELL TECHNOLOGY INCMRVL104$3,8520.00%
293WILLIAMS COS INC969457100111$3,6360.00%
294SPDR SER TR78468R55626$3,5330.00%
295LENDINGTREE INC NEWTREE165$3,5190.00%
296BARRICK GOLD CORP067901108200$3,4360.00%
297PHILLIPS 66PSX33$3,4350.00%
298VEEVA SYS INCVEEV20$3,2280.00%
299EDWARDS LIFESCIENCES CORPEW42$3,1340.00%
300GILEAD SCIENCES INCGILD36$3,0910.00%
301KRANESHARES TR500767827100$2,8140.00%
302FIDELITY NATL INFORMATION SV31620M10641$2,7820.00%
303PUBMATIC INCPUBM200$2,5620.00%
304GENERAL MTRS CO37045V10075$2,5350.00%
305OCCIDENTAL PETE CORP67459916250$2,0620.00%
306APPLIED MATLS INC03822210520$1,9480.00%
307APA CORPORATIONAPA37$1,7270.00%
308SPDR SER TR78468R68950$1,4730.00%
309ISHARES TR46428827326$1,4680.00%
310HALEON PLCHLNCF156$1,2480.00%
311ALIBABA GROUP HLDG LTDBBAAY11$9690.00%
312COINBASE GLOBAL INCCOIN24$8490.00%
313MONDELEZ INTL INC60920710510$6790.00%
314VIATRIS INCVTRS61$6790.00%
315ZIMVIE INC98888T10745$4200.00%
316ENTERPRISE FINL SVCS CORP2937121058$3920.00%
317AMYRIS INC03236M200250$3820.00%
318HORIZON THERAPEUTICS PUB LG461881013$3410.00%
319COEUR MNG INC192108504100$3360.00%
320COMMUNITY BK SYS INCCBU5$3150.00%
321AGILENT TECHNOLOGIES INCA2$2990.00%
322HUBSPOT INCHUBS1$2890.00%
323NOVO-NORDISK A SNONOF2$2710.00%
324LEIDOS HOLDINGS INCLDOS2$2100.00%
325MCGRATH RENTCORPMGRC2$1970.00%
326ENSIGN GROUP INCENSG2$1890.00%
327COGNEX CORPCGNX4$1880.00%
328EXLSERVICE HOLDINGS INCEXLS1$1690.00%
329TAIWAN SEMICONDUCTOR MFG LTD8740391002$1490.00%
330TETRA TECH INC NEWTTEK1$1450.00%
331SIMPLY GOOD FOODS COSMPL3$1140.00%
332GARRETT MOTION INCGTX13$990.00%
333FOX FACTORY HLDG CORPFOXF1$910.00%
334MERCURY SYS INCMRCY2$890.00%
335KAISER ALUMINUM CORPKALU1$760.00%
336AMERICOLD REALTY TRUST INCCOLD2$570.00%
337TWILIO INCTWLO1$490.00%
338OLLIES BARGAIN OUTLET HLDGS6811161091$470.00%
339ISHARES TR46435U1501$230.00%
340ACORDA THERAPEUTICS INC00484M60117$130.00%
341UNITI GROUP INCUNIT2$110.00%