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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 Q4 2023 · Filed November 28, 2023 · Accession 0001455495-23-000004

Total Value
$386.9M
Positions
285
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (285)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524201596,790$30.2M7.80%
2SPDR SER TR78468R663161,013$14.8M3.82%
3SCHWAB STRATEGIC TR808524102279,757$13.9M3.60%
4INVESCO EXCH TRD SLF IDX FDIVZ645,182$12.1M3.12%
5ISHARES TR46435G250252,798$11.1M2.87%
6VANGUARD BD INDEX FDS921937835158,763$11.1M2.86%
7SCHWAB STRATEGIC TR808524508150,000$10.2M2.62%
8ISHARES TR46434VBD1380,766$9.3M2.40%
9SCHWAB STRATEGIC TR808524607197,839$8.2M2.12%
10J P MORGAN EXCHANGE TRADED F46641Q670178,010$8.0M2.05%
11MICROSOFT CORPMSFT22,947$7.2M1.87%
12APPLE INCAAPL39,816$6.8M1.76%
13INVESCO EXCH TRD SLF IDX FDIVZ354,659$6.7M1.72%
14SCHWAB STRATEGIC TR808524805188,860$6.4M1.66%
15INVESCO EXCH TRD SLF IDX FDIVZ306,927$6.2M1.60%
16PROCTER AND GAMBLE CO74271810940,524$5.9M1.53%
17INVESCO EXCH TRD SLF IDX FDIVZ272,675$5.3M1.36%
18DANAHER CORPORATION23585110220,832$5.2M1.34%
19SPLUNK INC84863710433,884$5.0M1.28%
20VALERO ENERGY CORPVLO34,842$4.9M1.28%
21AMAZON COM INCAMZN34,521$4.4M1.13%
22EXELIXIS INCEXEL199,717$4.4M1.13%
23SCHWAB STRATEGIC TR80852430059,102$4.3M1.11%
24FASTENAL COFAST74,344$4.1M1.05%
25NVIDIA CORPORATIONNVDA9,229$4.0M1.04%
26JPMORGAN CHASE & COVYLD27,018$3.9M1.01%
27PIONEER NAT RES CO72378710716,979$3.9M1.01%
28CROWDSTRIKE HLDGS INCCRWD22,979$3.8M0.99%
29KNIGHT-SWIFT TRANSN HLDGS IN49904910476,229$3.8M0.99%
30QUALCOMM INCQCOM34,346$3.8M0.99%
31ONTO INNOVATION INCONTO27,397$3.5M0.90%
32ONEMAIN HLDGS INCOMF87,101$3.5M0.90%
33FIRST TR EXCH TRADED FD III33739E108217,734$3.5M0.90%
34DATADOG INCDDOG37,725$3.4M0.89%
35KINDER MORGAN INC DELEP-PC196,409$3.3M0.84%
36ALPHABET INCGOOG24,445$3.2M0.83%
37INVESCO EXCH TRD SLF IDX FDIVZ140,156$3.2M0.81%
38INGREDION INCINGR31,670$3.1M0.81%
39VISA INCV13,047$3.0M0.78%
40CINTAS CORPCTAS6,200$3.0M0.77%
41MERCK & CO INCMRK28,933$3.0M0.77%
42CHEVRON CORP NEWCVX17,454$2.9M0.76%
43ISHARES TR46429B68944,345$2.9M0.75%
44META PLATFORMS INCMETA9,575$2.9M0.74%
45AMERIPRISE FINL INC03076C1068,593$2.8M0.73%
46TESLA INCTSLA11,097$2.8M0.72%
47ISHARES TR4642872006,344$2.7M0.70%
48TJX COS INC NEW87254010930,518$2.7M0.70%
49REGENERON PHARMACEUTICALSREGN3,287$2.7M0.70%
50ISHARES TR46428868789,514$2.7M0.70%
51ZEBRA TECHNOLOGIES CORPORATIZBRA11,000$2.6M0.67%
52ELEVANCE HEALTH INCELV5,949$2.6M0.67%
53UNITEDHEALTH GROUP INCUNH5,050$2.5M0.66%
54EXACT SCIENCES CORP30063P10536,073$2.5M0.64%
55GRAINGER W W INC3848021043,500$2.4M0.63%
56AMERICAN CENTY ETF TR02507287729,703$2.3M0.60%
57SEAGEN INCSE10,348$2.2M0.57%
58CARRIER GLOBAL CORPORATIONCARR38,535$2.1M0.55%
59WALMART INCWMT12,835$2.1M0.53%
60AES CORPAES131,770$2.0M0.52%
61AZENTA INCAZTA38,682$1.9M0.50%
62LOWES COS INC5486611079,314$1.9M0.50%
63ABBVIE INCABBV12,860$1.9M0.50%
64TARGET CORPTGT16,549$1.8M0.47%
65INTUITIVE SURGICAL INCISRG6,180$1.8M0.47%
66ILLINOIS TOOL WKS INC4523081097,580$1.7M0.45%
67BOSTON SCIENTIFIC CORPBSX32,333$1.7M0.44%
68ISHARES TR4642876896,799$1.7M0.43%
69VITAL ENERGY INC51680620529,515$1.6M0.42%
70SHIFT4 PMTS INC82452J10929,214$1.6M0.42%
71DXC TECHNOLOGY CODXC74,521$1.6M0.40%
72JOHNSON & JOHNSONJNJ9,858$1.5M0.40%
73REPLIGEN CORPRGEN9,253$1.5M0.38%
74AMERICAN CENTY ETF TR02507260426,596$1.4M0.36%
75CITIGROUP INCC-PR33,913$1.4M0.36%
76INNOVATIVE INDL PPTYS INCINHD18,362$1.4M0.36%
77CAPITAL ONE FINL CORP14040H10514,250$1.4M0.36%
78SALESFORCE INCCRM6,728$1.4M0.35%
79ENVESTNET INC29404K10629,275$1.3M0.33%
80GENERAC HLDGS INCGNRC10,984$1.2M0.31%
81EVOLENT HEALTH INCEVH43,602$1.2M0.31%
82MERCADOLIBRE INCMELI936$1.2M0.31%
83CRISPR THERAPEUTICS AGCRSP25,517$1.2M0.30%
84LUMENTUM HLDGS INCLITE25,307$1.1M0.30%
85BANK AMERICA CORP06050510441,680$1.1M0.29%
86PURE STORAGE INC74624M10231,700$1.1M0.29%
87L3HARRIS TECHNOLOGIES INCLHX6,190$1.1M0.28%
88DUTCH BROS INCBROS46,226$1.1M0.28%
89DRAFTKINGS INC NEWDKNG33,850$996,5440.26%
90DEERE & CODE2,518$950,2430.25%
91VIASAT INCVSAT51,226$945,6320.24%
92WARNER BROS DISCOVERY INCWBD86,266$936,8490.24%
93MP MATERIALS CORPMP48,547$927,2480.24%
94GUARDANT HEALTH INCGH31,102$921,8640.24%
95FORTIVE CORPFTV12,206$905,1970.23%
96OTIS WORLDWIDE CORPOTIS10,802$867,5090.22%
97CONCENTRIX CORPCNXC10,755$861,5840.22%
98ISHARES TR46435G4259,120$856,4600.22%
99MAXLINEAR INCMXL38,466$855,8690.22%
100AUTOMATIC DATA PROCESSING INADP3,500$842,0300.22%
101MASTEC INCMTZ11,551$831,3260.21%
102SPDR S&P 500 ETF TRSPY1,893$809,2200.21%
103VANGUARD INDEX FDS9229083631,995$783,4370.20%
104STARBUCKS CORPSBUX8,426$769,0420.20%
105SCHWAB STRATEGIC TR80852488823,705$764,4870.20%
106INVESCO QQQ TRIVZ1,940$695,0440.18%
107ACTIVISION BLIZZARD INC00507V1097,274$681,0650.18%
108SCHWAB STRATEGIC TR8085244098,316$536,0500.14%
109INVESCO EXCH TRADED FD TR IIIVZ25,536$536,0010.14%
110INVESCO EXCH TRD SLF IDX FDIVZ24,745$529,6670.14%
111INVESCO EXCH TRD SLF IDX FDIVZ21,998$517,0640.13%
112ISHARES TR4642886614,410$499,0360.13%
113HOME DEPOT INCHD1,593$481,3410.12%
114FEDERATED HERMES INCFHI13,963$472,9270.12%
115IRHYTHM TECHNOLOGIES INCIRTC5,000$471,3000.12%
116ILLUMINA INCILMN3,413$468,5370.12%
117PAYPAL HLDGS INCPYPL7,647$447,0440.12%
118COCA COLA COKO7,900$442,2420.11%
119DOCUSIGN INCDOCU10,349$434,6580.11%
120ISHARES TR4642874575,160$417,8060.11%
121ISHARES TR4642885884,620$410,2560.11%
122ISHARES TR4642875071,637$408,1860.11%
123ISHARES TR4642871504,317$406,6190.11%
124INTERNATIONAL BUSINESS MACHSINTR2,724$382,1780.10%
125OREILLY AUTOMOTIVE INC67103H107400$363,5440.09%
126BRISTOL-MYERS SQUIBB COCELG-RI5,782$335,5880.09%
127INVESCO EXCH TRD SLF IDX FDIVZ16,080$332,3740.09%
128SMITH & WESSON BRANDS INCSWBI25,000$322,7500.08%
129PEPSICO INCPEP1,811$306,8560.08%
130ISHARES TR464287614910$242,0510.06%
131TEXAS INSTRS INC8825081041,496$237,8790.06%
132ABBOTT LABSABLZF2,402$232,6340.06%
133INVESCO EXCHANGE TRADED FD TIVZ3,985$202,0030.05%
134LINCOLN ELEC HLDGS INC5339001061,025$186,3350.05%
135NEW YORK CMNTY BANCORP INC64944510316,300$184,8420.05%
136FEDEX CORPFDX671$177,7620.05%
137TELEPHONE & DATA SYS INCTDS-PV9,282$169,9540.04%
138AIR PRODS & CHEMS INCAIIR595$168,6230.04%
139COSTCO WHSL CORP NEW22160K105272$153,6700.04%
140COMCAST CORP NEWCCZ3,350$148,5390.04%
141MORGAN STANLEYMS-PQ1,804$147,3330.04%
142PFIZER INCPFE4,222$140,0440.04%
143HELEN OF TROY LTDHELE1,201$139,9890.04%
144DYCOM INDS INC2674751011,567$139,4630.04%
145CENTENE CORP DELCNC2,012$138,5870.04%
146ARCHER DANIELS MIDLAND COADM1,821$137,3400.04%
147MEDTRONIC PLCMDT1,725$135,1710.03%
148MASTERCARD INCORPORATEDMA336$133,0260.03%
149CAMPBELL SOUP COCPB3,200$131,4560.03%
150ADOBE INCADBE253$129,0050.03%
151VANGUARD MUN BD FDS9229077462,600$125,0600.03%
152BROADCOM INCAVGO144$119,6040.03%
153GLOBAL PMTS INC37940X1021,000$115,3900.03%
154ALPHABET INCGOOG840$109,9230.03%
155BOEING COBA-PA567$108,6830.03%
156MICRON TECHNOLOGY INCMU1,470$100,0050.03%
157WELLS FARGO CO NEW94974680485$94,7750.02%
158BANK AMERICA CORP06050568285$94,5380.02%
159EXPEDIA GROUP INCEXPE874$90,0840.02%
160SMUCKER J M CO832696405706$86,7750.02%
161WATSCO INCWSO-B225$84,9870.02%
162CARDINAL HEALTH INCCAH946$82,1320.02%
163ISHARES TR46432F8421,231$79,2150.02%
164COLGATE PALMOLIVE COCL1,110$78,9330.02%
165TRAVELERS COMPANIES INCTRV451$73,6530.02%
166ISHARES TR464288414705$72,2910.02%
167LYONDELLBASELL INDUSTRIES NLYB724$68,5630.02%
168SCHWAB STRATEGIC TR8085248621,430$68,4910.02%
169AMERICAN OUTDOOR BRANDS INCAOUT6,250$61,1250.02%
170TEKLA HEALTHCARE INVSHQH3,900$60,6450.02%
171ONEOK INC NEWOKE929$58,9270.02%
172EQUITY BANCSHARES INCEQBK2,415$58,1300.02%
173HEARTLAND FINL USA INC42234Q1021,962$57,7420.01%
174AMGEN INCAMGN210$56,4400.01%
175DISNEY WALT CO254687106693$56,1680.01%
176MCDONALDS CORPMCD213$56,1130.01%
177TRUIST FINL CORP89832Q1091,961$56,1050.01%
178ORACLE CORPORCL-PD528$55,9260.01%
179EATON CORP PLCETN257$54,8130.01%
180HONEYWELL INTL INC438516106268$49,5110.01%
181CONOCOPHILLIPSCOP397$47,5610.01%
182WESTROCK COWEST1,311$46,9340.01%
183MORNINGSTAR INCMORN200$46,8480.01%
184SPDR SER TR78464A2841,850$44,0670.01%
185EXXON MOBIL CORPXOM369$43,3880.01%
186BROADRIDGE FINL SOLUTIONS IN11133T103237$42,4350.01%
187GENERAL ELECTRIC CO369604301367$40,5720.01%
188CATERPILLAR INCCAT145$39,5850.01%
189INVESCO EXCH TRD SLF IDX FDIVZ1,863$39,5520.01%
190FIRST TR EXCH TRD ALPHDX FD33737J1171,140$37,6320.01%
191UNION PAC CORPUNP180$36,6540.01%
192NORTHROP GRUMMAN CORPNOC80$35,2160.01%
193MARTIN MARIETTA MATLS INC57328410684$34,4810.01%
194HESS CORPHESM224$34,2720.01%
195ENERGY TRANSFER L PET-PI2,400$33,6720.01%
196PORTLAND GEN ELEC CO736508847786$32,0040.01%
197LIBERTY GLOBAL PLCLBTYK1,670$30,9960.01%
198FIFTH THIRD BANCORPFITBM1,157$29,3070.01%
199SCHWAB STRATEGIC TR808524870578$29,1840.01%
200NUTRIEN LTDNTR472$29,1510.01%
201CHUBB LIMITEDCB139$28,9380.01%
202WELLS FARGO CO NEW949746101693$28,3160.01%
203AMERICAN ELEC PWR CO INC025537101368$27,6810.01%
204VOC ENERGY TRVOC2,800$27,3280.01%
205SPDR SER TR78464A359400$27,1200.01%
206RTX CORPORATIONRTX367$26,4130.01%
207HERSHEY COHSY125$25,0100.01%
208AIRBNB INCABNB171$23,4630.01%
209PALO ALTO NETWORKS INCPANW100$23,4440.01%
210DIAMONDBACK ENERGY INCFANG150$23,2320.01%
211FORD MTR CO DEL3453708601,800$22,3560.01%
212UNITED PARCEL SERVICE INCUPS142$22,1340.01%
213SCHWAB CHARLES CORPSCHW-PJ400$21,9600.01%
214NIKE INCNKE215$20,5590.01%
215COMMERCE BANCSHARES INCCBSH418$20,0560.01%
216VANGUARD INDEX FDS92290873670$19,0620.00%
217FS KKR CAP CORPFSK950$18,7060.00%
218CONSTELLATION BRANDS INCSTZ74$18,5990.00%
219ECOLAB INCECL109$18,4650.00%
220IDEX CORP45167R10488$18,3060.00%
221SELECT SECTOR SPDR TR81369Y506200$18,0780.00%
222POOL CORPPOOL49$17,4490.00%
223NEWMONT CORPNEMCL468$17,2930.00%
224NXP SEMICONDUCTORS N VNXPI86$17,1940.00%
225CHIPOTLE MEXICAN GRILL INCCMG9$16,4870.00%
226LOCKHEED MARTIN CORPLMT40$16,3590.00%
227SKYWORKS SOLUTIONS INCSWKS165$16,2680.00%
228SPDR GOLD TRGLD94$16,1170.00%
229UNITED NAT FOODS INCUNTCW1,092$15,4410.00%
230GE HEALTHCARE TECHNOLOGIES IGEHC222$15,1050.00%
231HANESBRANDS INC4103451023,752$14,8580.00%
232TRIPADVISOR INCTRIP838$13,8950.00%
233UBER TECHNOLOGIES INCUBER300$13,7970.00%
234ALBEMARLE CORPALB-PA80$13,6040.00%
235LOEWS CORPL212$13,4220.00%
236ACCENTURE PLC IRELANDACN43$13,2060.00%
237CARPENTER TECHNOLOGY CORPCRS196$13,1740.00%
238WELLTOWER INCWELL155$12,6980.00%
239SONY GROUP CORPSNEJF149$12,2800.00%
240SCHWAB STRATEGIC TR808524706489$11,7070.00%
241JOHNSON CTLS INTL PLCG51502105200$10,6420.00%
242TYSON FOODS INCTSN210$10,6030.00%
243INGEVITY CORPNGVT218$10,3790.00%
244PROGRESSIVE CORP74331510371$9,8910.00%
245ICON PLCICLR39$9,6040.00%
246S&P GLOBAL INCSPGI26$9,5010.00%
247COASTAL FINL CORP WA19046P209207$8,8830.00%
248LABORATORY CORP AMER HLDGS50540R40943$8,6460.00%
249IDEXX LABS INC45168D10419$8,3090.00%
250CVS HEALTH CORPCVS111$7,7510.00%
251NETFLIX INCNFLX19$7,1750.00%
252ISHARES TR46428816663$6,6660.00%
253CAPITOL FED FINL INC14057J1011,358$6,4780.00%
254BOOKING HOLDINGS INCBKNG2$6,1680.00%
255SYNOPSYS INCSNPS13$5,9670.00%
256VERIZON COMMUNICATIONS INCVZ166$5,3810.00%
257VIRTU FINL INC928254101306$5,2850.00%
258ENBRIDGE INCENNPF142$4,7630.00%
2593M COMMM50$4,6810.00%
260WILLIAMS COS INC969457100115$3,8870.00%
261TAKEDA PHARMACEUTICAL CO LTDTKPHF251$3,8830.00%
262GREAT LAKES DREDGE & DOCK COGLDD432$3,4440.00%
263AT&T INCT-PC194$2,9140.00%
264EDWARDS LIFESCIENCES CORPEW42$2,9100.00%
265BARRICK GOLD CORP067901108200$2,9100.00%
266KRANESHARES TR500767827100$2,7540.00%
267LUMEN TECHNOLOGIES INCLUMN1,791$2,5440.00%
268GENERAL MTRS CO37045V10076$2,5040.00%
269BUTTERFLY NETWORK INCBFLY2,000$2,3600.00%
270GSK PLCGLAXF62$2,2690.00%
271FIDELITY NATL INFORMATION SV31620M10641$2,2670.00%
272COINBASE GLOBAL INCCOIN24$1,8020.00%
273NOVOCURE LTDNVCR100$1,6150.00%
274SPDR SER TR78468R68950$1,5440.00%
275ISHARES TR46428827326$1,4690.00%
276LENDINGTREE INC NEWTREE85$1,3180.00%
277FORTREA HLDGS INCFTRE43$1,2300.00%
278ALIBABA GROUP HLDG LTDBBAAY10$8680.00%
279HALEON PLCHLNCF78$6540.00%
280VIATRIS INCVTRS53$5230.00%
281GARRETT MOTION INCGTX13$1030.00%
282SPDR INDEX SHS FDS78463X8891$320.00%
283ISHARES TR46435U1501$240.00%
284SIREN ETF TR8296582020$10.00%
285MARVELL TECHNOLOGY INCMRVL0$10.00%