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IMG WEALTH MANAGEMENT, INC.
IMG WEALTH MANAGEMENT, INC.
Latest filing: 2026-06-30
IMG WEALTH MANAGEMENT, INC. runs IMG WEALTH MANAGEMENT, INC. and currently holds 612 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $179.51M. Their top holdings are BUFR, CGDV, BUFD, FTLS, RDVY. The top five represent 31.3% of reported portfolio weight. IMG WEALTH MANAGEMENT, INC. ranks #894 out of 1000 investors tracked by Alpha Score. In the most recent quarter, IMG WEALTH MANAGEMENT, INC. initiated 1 new position. They added to 53 existing positions. They trimmed 27 positions. Their current best-performing preview position is SNDK with returns of +257.87%.
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612 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 BUFR FIRST TR EXCHNG TRADED FD VI | 10.31% | $31.08 | $37.30 | +20.00% | Added +3.31% |
 CGDV CAPITAL GROUP DIVIDEND VALUE | 7.73% | $37.24 | $50.21 | +34.82% | Added +2.61% |
 BUFD FIRST TR EXCHNG TRADED FD VI | 5.16% | $25.92 | $30.25 | +16.69% | Added +2.78% |
 FTLS FIRST TR EXCH TRADED FD III | 4.15% | $67.21 | $75.96 | +13.01% | Added +4.26% |
 RDVY FIRST TR EXCHANGE TRADED FD | 3.94% | $62.39 | $81.95 | +31.35% | Added +4.06% |
 QQQM INVESCO EXCH TRADED FD TR II | 3.80% | $253.94 | $293.76 | +15.68% | Added +6.51% |
 VTV VANGUARD INDEX FDS | 3.70% | $192.69 | $226.35 | +17.47% | Added +5.38% |
 FGD FIRST TR EXCHANGE-TRADED FD | 3.50% | $28.13 | $35.71 | +26.95% | Added +1.90% |
 SDVY FIRST TR EXCHANGE TRADED FD | 3.49% | $36.51 | $43.87 | +20.16% | Added +3.85% |
 CGGR CAPITAL GROUP GROWTH ETF | 2.84% | $38.90 | $46.99 | +20.80% | Added +5.63% |
Showing 1-10 of 612