IMG Wealth Management, Inc.
Q1 2025 13F Holdings
- Locationjacksonville, FL
- Num holdings
292
- Value ($000)
$111,339
- Date Filed04/23/2025
- Form type13F-HR
- CIK0002032103
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $11.66M | 11 % | 392,733 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $7.34M | 7 % | 205,992 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U752 | $7.01M | 6 % | 234,919 | ||
BUFD FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U703 | $6.60M | 6 % | 264,499 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.72M | 5 % | 12,208 | ||
FTCS FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $5.70M | 5 % | 63,603 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.47M | 4 % | 8,707 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $4.37M | 4 % | 49,671 | ||
FTLS FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 33739P103 | $4.20M | 4 % | 65,557 | ||
SDVY FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $3.56M | 3 % | 106,147 |
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