IMG Wealth Management, Inc.
Q2 2025 13F Holdings
- Locationjacksonville, FL
- Num holdings
483
- Value ($000)
$129,075
- Date Filed07/30/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $13.52 M | 11 % | 425,139 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $8.79 M | 7 % | 222,549 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U752 | $8.50 M | 7 % | 256,154 | ||
BUFD FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U703 | $7.31 M | 6 % | 275,408 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.95 M | 5 % | 12,607 | ||
FTCS FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $6.05 M | 5 % | 66,556 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $5.19 M | 4 % | 9,135 | ||
FTLS FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 33739P103 | $4.75 M | 4 % | 71,719 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $4.55 M | 4 % | 112,047 | ||
SDVY FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $4.06 M | 3 % | 114,963 |
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