IMG Wealth Management, Inc.
Q4 2024 13F Holdings
- Locationjacksonville, FL
- Num holdings
258
- Value ($000)
$108,096
- Date Filed02/10/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $10.64M | 10 % | 349,080 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $6.88M | 6 % | 195,142 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U752 | $6.56M | 6 % | 208,736 | ||
BUFD FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U703 | $6.28M | 6 % | 245,996 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.15M | 6 % | 12,039 | ||
FTCS FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $5.42M | 5 % | 61,680 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.61M | 4 % | 8,550 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $4.39M | 4 % | 47,391 | ||
FTLS FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 33739P103 | $3.89M | 4 % | 59,068 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $3.75M | 4 % | 100,855 |
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