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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 Q2 2023 · Filed May 16, 2023 · Accession 0001455495-23-000002

Total Value
$387.7M
Positions
315
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (315)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524201674,517$32.6M8.41%
2INVESCO EXCH TRD SLF IDX FDIVZ989,374$20.4M5.25%
3INVESCO EXCH TRD SLF IDX FDIVZ736,077$15.5M4.00%
4INVESCO EXCH TRD SLF IDX FDIVZ606,290$14.3M3.68%
5SCHWAB STRATEGIC TR808524102277,915$13.3M3.43%
6INVESCO EXCH TRD SLF IDX FDIVZ555,650$12.5M3.22%
7INVESCO EXCH TRADED FD TR IIIVZ553,000$11.5M2.97%
8SCHWAB STRATEGIC TR808524508151,714$10.3M2.65%
9ISHARES TR46434VBD1384,181$9.4M2.43%
10SCHWAB STRATEGIC TR808524607179,663$7.5M1.94%
11MICROSOFT CORPMSFT25,468$7.3M1.89%
12APPLE INCAAPL41,523$6.8M1.77%
13SCHWAB STRATEGIC TR808524805191,083$6.6M1.72%
14PROCTER AND GAMBLE CO74271810940,371$6.0M1.55%
15VALERO ENERGY CORPVLO40,200$5.6M1.45%
16DANAHER CORPORATION23585110220,700$5.2M1.35%
17ACTIVISION BLIZZARD INC00507V10957,658$4.9M1.27%
18KNIGHT-SWIFT TRANSN HLDGS IN49904910477,140$4.4M1.13%
19FASTENAL COFAST74,344$4.0M1.03%
20EXELIXIS INCEXEL203,749$4.0M1.02%
21SCHWAB STRATEGIC TR80852430060,082$3.9M1.01%
22CROWDSTRIKE HLDGS INCCRWD27,673$3.8M0.98%
23JPMORGAN CHASE & COVYLD27,541$3.6M0.93%
24QUALCOMM INCQCOM27,771$3.5M0.91%
25AMAZON COM INCAMZN34,003$3.5M0.91%
26DATADOG INCDDOG48,334$3.5M0.91%
27ZEBRA TECHNOLOGIES CORPORATIZBRA11,000$3.5M0.90%
28KINDER MORGAN INC DELEP-PC198,553$3.5M0.90%
29NVIDIA CORPORATIONNVDA12,376$3.4M0.89%
30SPLUNK INC84863710435,017$3.4M0.87%
31ISHARES TR46429B68947,783$3.2M0.83%
32ONEMAIN HLDGS INCOMF86,454$3.2M0.83%
33MERCK & CO INCMRK29,850$3.2M0.82%
34FIRST TR EXCH TRADED FD III33739E108196,030$3.1M0.81%
35AEROJET ROCKETDYNE HLDGS INC00780010555,678$3.1M0.81%
36INGREDION INCINGR30,726$3.1M0.81%
37EXACT SCIENCES CORP30063P10546,095$3.1M0.81%
38AES CORPAES122,683$3.0M0.76%
39VISA INCV12,865$2.9M0.75%
40CINTAS CORPCTAS6,200$2.9M0.74%
41TARGET CORPTGT17,315$2.9M0.74%
42CHEVRON CORP NEWCVX17,270$2.8M0.73%
43AMERIPRISE FINL INC03076C1068,933$2.7M0.71%
44REGENERON PHARMACEUTICALSREGN3,309$2.7M0.70%
45PIONEER NAT RES CO72378710712,851$2.6M0.68%
46ISHARES TR4642872006,384$2.6M0.68%
47TESLA INCTSLA12,462$2.6M0.67%
48TJX COS INC NEW87254010932,027$2.5M0.65%
49ONTO INNOVATION INCONTO27,719$2.4M0.63%
50GRAINGER W W INC3848021043,500$2.4M0.62%
51ELEVANCE HEALTH INCELV5,233$2.4M0.62%
52ISHARES TR46428868775,438$2.4M0.61%
53UNITEDHEALTH GROUP INCUNH4,873$2.3M0.59%
54ABBVIE INCABBV13,955$2.2M0.57%
55EVOLENT HEALTH INCEVH67,204$2.2M0.56%
56META PLATFORMS INCMETA9,383$2.0M0.51%
57ENVESTNET INC29404K10632,846$1.9M0.50%
58LOWES COS INC5486611079,614$1.9M0.50%
59DXC TECHNOLOGY CODXC74,814$1.9M0.49%
60SHIFT4 PMTS INC82452J10925,055$1.9M0.49%
61WALMART INCWMT12,635$1.9M0.48%
62ILLINOIS TOOL WKS INC4523081097,580$1.8M0.48%
63FIFTH THIRD BANCORPFITBM67,450$1.8M0.46%
64VIASAT INCVSAT53,011$1.8M0.46%
65CARRIER GLOBAL CORPORATIONCARR38,375$1.8M0.45%
66AZENTA INCAZTA39,303$1.8M0.45%
67SALESFORCE INCCRM8,093$1.6M0.42%
68DUTCH BROS INCBROS50,977$1.6M0.42%
69BOSTON SCIENTIFIC CORPBSX32,184$1.6M0.42%
70ISHARES TR4642876896,826$1.6M0.41%
71INTUITIVE SURGICAL INCISRG6,193$1.6M0.41%
72CITIGROUP INCC-PR33,055$1.5M0.40%
73REPLIGEN CORPRGEN9,074$1.5M0.39%
74JOHNSON & JOHNSONJNJ9,734$1.5M0.39%
75LUMENTUM HLDGS INCLITE25,416$1.4M0.35%
76AMERICAN CENTY ETF TR02507260425,451$1.3M0.35%
77MAXLINEAR INCMXL37,928$1.3M0.34%
78MP MATERIALS CORPMP46,985$1.3M0.34%
79CAPITAL ONE FINL CORP14040H10513,723$1.3M0.34%
80L3HARRIS TECHNOLOGIES INCLHX6,640$1.3M0.34%
81TELEPHONE & DATA SYS INCTDS-PV121,094$1.3M0.33%
82MERCADOLIBRE INCMELI934$1.2M0.32%
83BANK AMERICA CORP06050510441,886$1.2M0.31%
84GENERAC HLDGS INCGNRC10,855$1.2M0.30%
85DRAFTKINGS INC NEWDKNG59,546$1.2M0.30%
86CRISPR THERAPEUTICS AGCRSP25,062$1.1M0.29%
87MICRON TECHNOLOGY INCMU18,546$1.1M0.29%
88MASTEC INCMTZ11,580$1.1M0.28%
89SCHWAB STRATEGIC TR80852486221,494$1.0M0.27%
90DEERE & CODE2,518$1.0M0.27%
91OTIS WORLDWIDE CORPOTIS10,973$926,1220.24%
92STARBUCKS CORPSBUX8,178$851,5760.22%
93VITAL ENERGY INC51680620517,999$819,6750.21%
94FORTIVE CORPFTV11,960$815,3140.21%
95PURE STORAGE INC74624M10231,700$808,6670.21%
96VANGUARD INDEX FDS9229083632,140$804,7900.21%
97SCHWAB STRATEGIC TR80852488823,415$789,3200.20%
98AUTOMATIC DATA PROCESSING INADP3,500$779,2050.20%
99ISHARES TR46435G4258,585$776,5140.20%
100SPDR S&P 500 ETF TRSPY1,893$774,9760.20%
101ILLUMINA INCILMN3,093$719,2780.19%
102ALPHABET INCGOOG6,840$709,5140.18%
103INNOVATIVE INDL PPTYS INCINHD9,185$697,9690.18%
104GUARDANT HEALTH INCGH29,240$685,3860.18%
105SCHWAB STRATEGIC TR8085244099,515$623,9940.16%
106IRHYTHM TECHNOLOGIES INCIRTC5,000$620,1500.16%
107INVESCO QQQ TRIVZ1,920$616,1860.16%
108MONGODB INCMDB2,600$606,1120.16%
109PAYPAL HLDGS INCPYPL7,812$593,2440.15%
110DOCUSIGN INCDOCU9,877$575,8300.15%
111FEDERATED HERMES INCFHI13,669$548,6740.14%
112ISHARES TR4642886614,410$518,8370.13%
113GREAT LAKES DREDGE & DOCK COGLDD92,730$503,5240.13%
114COCA COLA COKO7,900$490,0370.13%
115HOME DEPOT INCHD1,575$464,8140.12%
116ISHARES TR4642875071,767$442,0330.11%
117ISHARES TR4642885884,620$437,6530.11%
118ISHARES TR4642874575,160$423,9460.11%
119ISHARES TR4642871504,317$390,9050.10%
120BRISTOL-MYERS SQUIBB COCELG-RI5,580$386,7500.10%
121INTERNATIONAL BUSINESS MACHSINTR2,724$357,0900.09%
122OREILLY AUTOMOTIVE INC67103H107400$339,5920.09%
123SMITH & WESSON BRANDS INCSWBI25,000$307,7500.08%
124TEXAS INSTRS INC8825081041,496$278,2710.07%
125INVESCO EXCHANGE TRADED FD TIVZ5,430$274,0530.07%
126APELLIS PHARMACEUTICALS INCAPLS4,150$273,7340.07%
127PEPSICO INCPEP1,372$250,1160.06%
128ABBOTT LABSABLZF2,402$243,2270.06%
129SPDR SER TR78464A3593,467$232,5320.06%
130ISHARES TR464287614910$222,3410.06%
131SCHWAB STRATEGIC TR8085248704,016$215,2980.06%
132EVERGY INCEVRG3,289$201,0240.05%
133CAMPBELL SOUP COCPB3,200$175,9360.05%
134LINCOLN ELEC HLDGS INC5339001061,025$173,3280.04%
135PFIZER INCPFE4,196$171,1970.04%
136AIR PRODS & CHEMS INCAIIR595$170,8900.04%
137FEDEX CORPFDX711$162,4570.04%
138MORGAN STANLEYMS-PQ1,842$161,7280.04%
139MEDTRONIC PLCMDT1,917$154,5490.04%
140NEW YORK CMNTY BANCORP INC64944510316,300$147,3520.04%
141DYCOM INDS INC2674751011,567$146,7500.04%
142ARCHER DANIELS MIDLAND COADM1,821$145,0610.04%
143VANGUARD MUN BD FDS9229077462,600$131,7160.03%
144CENTENE CORP DELCNC2,012$127,1790.03%
145COMCAST CORP NEWCCZ3,350$126,9990.03%
146MASTERCARD INCORPORATEDMA336$122,1060.03%
147SMUCKER J M CO832696405732$115,1950.03%
148HELEN OF TROY LTDHELE1,201$114,3000.03%
149GLOBAL PMTS INC37940X1021,000$105,2400.03%
150WELLS FARGO CO NEW94974680485$99,9820.03%
151BANK AMERICA CORP06050568285$99,2600.03%
152BOEING COBA-PA467$99,2050.03%
153ADOBE SYSTEMS INCORPORATEDADBE253$97,4990.03%
154COSTCO WHSL CORP NEW22160K105192$95,4000.02%
155FORD MTR CO DEL3453708606,800$85,6800.02%
156EXPEDIA GROUP INCEXPE874$84,8050.02%
157COLGATE PALMOLIVE COCL1,110$83,4170.02%
158ISHARES TR46432F8421,231$82,2930.02%
159INVESCO EXCHANGE TRADED FD TIVZ4,000$79,6800.02%
160EQUITY BANCSHARES INCEQBK3,220$78,4720.02%
161TRAVELERS COMPANIES INCTRV451$77,3060.02%
162ISHARES TR464288414705$75,9570.02%
163HEARTLAND FINL USA INC42234Q1021,962$75,2630.02%
164CVS HEALTH CORPCVS1,000$74,3100.02%
165WATSCO INCWSO-B225$71,5860.02%
166CARDINAL HEALTH INCCAH946$71,4230.02%
167DISNEY WALT CO254687106690$69,0900.02%
168TEKLA HEALTHCARE INVSHQH3,900$68,8350.02%
169LYONDELLBASELL INDUSTRIES NLYB724$67,9770.02%
170TRUIST FINL CORP89832Q1091,961$66,8710.02%
171AMERICAN OUTDOOR BRANDS INCAOUT6,250$61,5000.02%
172WISDOMTREE TRWT1,000$58,3090.02%
173AMGEN INCAMGN226$54,6360.01%
174HONEYWELL INTL INC438516106268$51,2210.01%
175ALPHABET INCGOOG480$49,9200.01%
176FIRST TR EXCH TRD ALPHDX FD33737J1171,403$48,7620.01%
177VOC ENERGY TRVOC5,800$47,6180.01%
178SPDR SER TR78464A2841,850$46,3240.01%
179LOCKHEED MARTIN CORPLMT95$44,9100.01%
180DEVON ENERGY CORP NEW25179M103829$41,9560.01%
181MORNINGSTAR INCMORN200$40,6060.01%
182WESTROCK COWEST1,311$39,9470.01%
183SPDR SER TR78464A2921,052$35,7260.01%
184GENERAL ELECTRIC CO369604301367$35,0860.01%
185NUTRIEN LTDNTR472$34,8580.01%
186BROADRIDGE FINL SOLUTIONS IN11133T103237$34,7380.01%
187CHIPOTLE MEXICAN GRILL INCCMG20$34,1660.01%
188LIBERTY GLOBAL PLCLBTYK1,670$34,0350.01%
189INVESCO EXCH TRADED FD TR IIIVZ800$33,7680.01%
190ISHARES TR46429B663330$33,5480.01%
191ONEOK INC NEWOKE507$32,2150.01%
192HERSHEY COHSY125$31,8020.01%
193INTERCONTINENTAL EXCHANGE IN45866F104300$31,2870.01%
194INVESCO CURRENCYSHARES BRIT46138M109257$30,5140.01%
195ORACLE CORPORCL-PD328$30,4780.01%
196MARTIN MARIETTA MATLS INC57328410684$29,8260.01%
197UNITED NAT FOODS INCUNTCW1,092$28,7750.01%
198EATON CORP PLCETN165$28,2720.01%
199BROADCOM INCAVGO42$26,9450.01%
200IVERIC BIO INC46583P1021,095$26,6420.01%
201MCDONALDS CORPMCD95$26,5630.01%
202NIKE INCNKE215$26,3680.01%
203WELLS FARGO CO NEW949746101693$25,9050.01%
204COMMERCE BANCSHARES INCCBSH418$24,3910.01%
205CONOCOPHILLIPSCOP234$23,2160.01%
206NEWMONT CORPNEMCL468$22,9420.01%
207ISHARES TR464287804232$22,4370.01%
208LOEWS CORPL375$21,7580.01%
209AIRBNB INCABNB171$21,2730.01%
210ANHEUSER BUSCH INBEV SA/NVBUDFF315$21,0200.01%
211IDEX CORP45167R10488$20,3310.01%
212HANESBRANDS INC4103451023,752$19,7360.01%
213SKYWORKS SOLUTIONS INCSWKS165$19,4670.01%
214PORTLAND GEN ELEC CO736508847393$19,3920.01%
215AMERICAN ELEC PWR CO INC025537101209$19,0170.00%
216GE HEALTHCARE TECHNOLOGIES IGEHC222$18,2110.00%
217ALBEMARLE CORPALB-PA80$17,6840.00%
218FS KKR CAP CORPFSK950$17,5750.00%
219SPDR GOLD TRGLD94$17,2230.00%
220POOL CORPPOOL49$16,7800.00%
221CONSTELLATION BRANDS INCSTZ74$16,7160.00%
222TRIPADVISOR INCTRIP838$16,6430.00%
223SELECT SECTOR SPDR TR81369Y506200$16,5660.00%
224ISHARES TR46429B655324$16,3270.00%
225NXP SEMICONDUCTORS N VNXPI86$16,0370.00%
226UBER TECHNOLOGIES INCUBER500$15,8500.00%
227DOLLAR GEN CORP NEW25667710575$15,7850.00%
228SCHWAB CHARLES CORPSCHW-PJ300$15,7140.00%
229INGEVITY CORPNGVT218$15,5920.00%
230ENERGY TRANSFER L PET-PI1,200$14,9640.00%
231UNITED PARCEL SERVICE INCUPS71$13,7740.00%
232SONY GROUP CORPORATIONSNEJF149$13,5070.00%
233SPDR INDEX SHS FDS78463X863500$13,1400.00%
234NORTHROP GRUMMAN CORPNOC27$12,4670.00%
235ACCENTURE PLC IRELANDACN43$12,2900.00%
236JOHNSON CTLS INTL PLCG51502105200$12,0440.00%
237SCHWAB STRATEGIC TR808524706491$12,0400.00%
238RAYTHEON TECHNOLOGIES CORPRTX121$11,8500.00%
239WELLTOWER INCWELL155$11,1120.00%
240PROGRESSIVE CORP74331510371$10,1580.00%
241SELECT SECTOR SPDR TR81369Y605315$10,1280.00%
242GLAUKOS CORPGKOS200$10,0200.00%
243LABORATORY CORP AMER HLDGS50540R40943$9,8660.00%
244IDEXX LABS INC45168D10419$9,5020.00%
245CAPITOL FED FINL INC14057J1011,358$9,1400.00%
246S&P GLOBAL INCSPGI26$8,9650.00%
247CARPENTER TECHNOLOGY CORPCRS196$8,7730.00%
248ICON PLCICLR39$8,3310.00%
249SYSCO CORPSYY100$7,7230.00%
250COASTAL FINL CORP WA19046P209207$7,4550.00%
251PERFICIENT INC71375U101100$7,2190.00%
252CHUBB LIMITEDCB37$7,1850.00%
253NETFLIX INCNFLX19$6,5650.00%
254VERIZON COMMUNICATIONS INCVZ166$6,4560.00%
255ISHARES TR46428816659$6,3860.00%
256NOVOCURE LTDNVCR100$6,0140.00%
257VIRTU FINL INC928254101306$5,7840.00%
258ENBRIDGE INCENNPF142$5,4180.00%
259BOOKING HOLDINGS INCBKNG2$5,3050.00%
2603M COMMM50$5,2560.00%
261SYNOPSYS INCSNPS13$5,0220.00%
262EXXON MOBIL CORPXOM45$4,9350.00%
263LUMEN TECHNOLOGIES INCLUMN1,791$4,7470.00%
264MARVELL TECHNOLOGY INCMRVL104$4,5040.00%
265GSK PLCGLAXF124$4,4340.00%
266LENDINGTREE INC NEWTREE165$4,3990.00%
267TAKEDA PHARMACEUTICAL CO LTDTKPHF251$4,1370.00%
268BUTTERFLY NETWORK INCBFLY2,000$3,7600.00%
269AT&T INCT-PC194$3,7350.00%
270BARRICK GOLD CORP067901108200$3,7140.00%
271EDWARDS LIFESCIENCES CORPEW42$3,4750.00%
272WILLIAMS COS INC969457100112$3,3520.00%
273PHILLIPS 66PSX33$3,3460.00%
274KRANESHARES TR500767827100$3,0680.00%
275GILEAD SCIENCES INCGILD36$2,9870.00%
276GENERAL MTRS CO37045V10076$2,7720.00%
277PUBMATIC INCPUBM200$2,7640.00%
278ISHARES TR46428717623$2,5360.00%
279FIDELITY NATL INFORMATION SV31620M10641$2,2280.00%
280ISHARES TR46428867919$2,1000.00%
281OCCIDENTAL PETE CORP67459916250$2,0500.00%
282COINBASE GLOBAL INCCOIN24$1,6220.00%
283SPDR SER TR78468R68950$1,5900.00%
284ISHARES TR46428827326$1,5480.00%
285WARNER BROS DISCOVERY INCWBD96$1,4500.00%
286HALEON PLCHLNCF156$1,2750.00%
287ALIBABA GROUP HLDG LTDBBAAY11$1,1240.00%
288VIATRIS INCVTRS61$5870.00%
289HUBSPOT INCHUBS1$4290.00%
290COEUR MNG INC192108504100$3990.00%
291INTEL CORPINTC12$3930.00%
292ENTERPRISE FINL SVCS CORP2937121058$3570.00%
293AMYRIS INC03236M200250$3400.00%
294MICROCHIP TECHNOLOGY INC.MCHPP4$3360.00%
295HORIZON THERAPEUTICS PUB LG461881013$3280.00%
296NOVO-NORDISK A SNONOF2$3190.00%
297AGILENT TECHNOLOGIES INCA2$2770.00%
298COMMUNITY BK SYS INCCBU5$2630.00%
299COGNEX CORPCGNX4$1990.00%
300ENSIGN GROUP INCENSG2$1920.00%
301TAIWAN SEMICONDUCTOR MFG LTD8740391002$1870.00%
302MCGRATH RENTCORPMGRC2$1870.00%
303LEIDOS HOLDINGS INCLDOS2$1850.00%
304EXLSERVICE HOLDINGS INCEXLS1$1620.00%
305TETRA TECH INC NEWTTEK1$1470.00%
306FOX FACTORY HLDG CORPFOXF1$1220.00%
307SIMPLY GOOD FOODS COSMPL3$1200.00%
308MERCURY SYS INCMRCY2$1030.00%
309GARRETT MOTION INCGTX13$1000.00%
310KAISER ALUMINUM CORPKALU1$750.00%
311TWILIO INCTWLO1$670.00%
312OLLIES BARGAIN OUTLET HLDGS6811161091$580.00%
313AMERICOLD REALTY TRUST INCCOLD2$570.00%
314ISHARES TR46435U1501$240.00%
315UNITI GROUP INCUNIT2$80.00%