Notify me when IMA Advisory Services, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 547 | $992,409,685 | +$108,838,043 | -$83,811,357 | +$25,026,686 | VV, SUSA, DMXF, DSI, SCHX | 13F-HR | 06 Nov 2025, 15:29 |
| Q2 2025 | 554 | $916,122,290 | +$27,413,454 | -$16,359,392 | +$11,054,062 | SCHD, VV, SUSA, DMXF, DSI | 13F-HR | 07 Aug 2025, 17:36 |
| Q1 2025 | 337 | $843,043,227 | +$154,119,046 | -$118,120,658 | +$35,998,388 | SCHD, SUSA, VV, DMXF, DSI | 13F-HR | 06 May 2025, 13:39 |
| Q4 2024 | 169 | $830,489,496 | +$453,580,873 | -$16,207,085 | +$437,373,788 | DSI, SCHD, DMXF, VV, SCHX | 13F-HR | 14 Feb 2025, 12:01 |
| Q3 2024 | 256 | $459,375,499 | +$248,785,320 | -$22,830,048 | +$225,955,272 | SCHX, SCHB, BND, HYDB, BSCR | 13F-HR | 14 Nov 2024, 09:47 |
| Q2 2024 | 73 | $226,402,540 | +$33,356,535 | -$13,520,651 | +$19,835,884 | BIL, HYDB, BSCR, BSCS, NVDA | Restatement | 06 Aug 2024, 10:50 |
| Q1 2024 | 73 | $211,496,980 | +$17,418,134 | -$17,673,192 | -$255,058 | BIL, HYDB, BSCR, JCPB, NVDA | 13F-HR | 24 Apr 2024, 11:37 |
| Q4 2023 | 67 | $199,754,775 | +$10,578,262 | -$215,412,633 | -$204,834,371 | BIL, BSCR, HYDB, JCPB, IBDQ | 13F-HR | 05 Feb 2024, 09:54 |
| Q3 2023 | 282 | $386,895,692 | +$44,040,934 | -$35,622,482 | +$8,418,452 | SCHX, BIL, SCHB, BSCR, HYDB | 13F-HR | 28 Nov 2023, 11:51 |
| Q2 2023 | 327 | $389,144,159 | +$52,385,216 | -$69,983,507 | -$17,598,291 | SCHX, SCHB, BSCO, HYDB, BND | 13F-HR | 15 Aug 2023, 15:41 |
| Q1 2023 | 314 | $387,659,649 | +$21,615,739 | -$28,539,186 | -$6,923,447 | SCHX, BSCO, BSCN, BSJN, SCHB | 13F-HR | 15 May 2023, 17:55 |
| Q4 2022 | 341 | $377,749,727 | +$20,209,586 | -$20,869,671 | -$660,085 | SCHX, BSCO, BSCN, BSJN, SCHB | 13F-HR | 15 Feb 2023, 17:02 |
| Q3 2022 | 306 | $372,174,000 | +$9,149,541 | -$28,137,805 | -$18,988,264 | SCHX, BSCN, BSCO, BSJN, SCHB | 13F-HR | 15 Nov 2022, 16:24 |
| Q2 2022 | 311 | $408,618,000 | +$81,418,798 | -$35,547,400 | +$45,871,398 | SCHX, BSCN, BSCO, BSJN, BSCM | 13F-HR | 18 Aug 2022, 16:45 |
| Q1 2022 | 295 | $435,672,000 | +$62,569,949 | -$22,478,416 | +$40,091,533 | SCHX, BSCN, BSCM, BSJM, BAC | 13F-HR | 13 Jun 2022, 10:49 |
| Q4 2021 | 305 | $452,851,000 | +$59,229,064 | -$20,854,917 | +$38,374,147 | SCHX, BSCN, BSCM, BAC, BSJM | 13F-HR | 14 Feb 2022, 10:19 |
| Q3 2021 | 281 | $423,320,000 | +$36,159,703 | -$34,404,953 | +$1,754,750 | SCHX, BSCM, BSCN, BAC, SCHB | 13F-HR | 03 Nov 2021, 11:46 |
| Q2 2021 | 281 | $427,947,000 | +$17,299,707 | -$23,641,387 | -$6,341,680 | SCHX, BSJL, BSCM, BAC, SCHB | 13F-HR | 13 Aug 2021, 14:22 |
| Q1 2021 | 290 | $408,212,000 | +$57,161,742 | -$22,244,240 | +$34,917,502 | SCHX, BSJL, BSCM, BAC, SCHB | 13F-HR | 13 May 2021, 13:16 |
| Q4 2020 | 280 | $356,483,186 | +$44,412,364 | -$23,173,692 | +$21,238,672 | SCHX, BSJL, BSCM, SCHB, BAC | 13F-HR | 08 Feb 2021, 16:16 |
| Q3 2020 | 282 | $298,249,000 | +$24,621,736 | -$13,873,168 | +$10,748,568 | SCHX, BSJL, BSCM, BAC, SCHB | 13F-HR | 13 Nov 2020, 17:36 |
| Q2 2020 | 240 | $276,568,000 | +$44,963,546 | -$33,333,121 | +$11,630,425 | SCHX, BSJL, BSCM, BAC, SCHB | 13F-HR | 13 Aug 2020, 15:14 |
| Q1 2020 | 247 | $227,217,000 | +$38,470,511 | -$29,441,348 | +$9,029,163 | BSJL, SCHX, BSCM, BAC, SCHB | 13F-HR | 14 Apr 2020, 10:21 |
| Q4 2019 | 278 | $269,435,000 | +$13,207,478 | -$25,007,446 | -$11,799,968 | BAC, BSJK, SCHX, SCHB, BSCM | 13F-HR | 24 Feb 2020, 10:03 |
| Q3 2019 | 280 | $264,759,000 | +$16,258,739 | -$17,074,513 | -$815,774 | BSJK, BAC, SCHX, SCHB, BSCM | 13F-HR | 29 Oct 2019, 10:10 |
| Q2 2019 | 273 | $267,470,000 | +$17,993,320 | -$13,149,002 | +$4,844,318 | BSJK, BAC, SCHB, SCHX, BSCM | 13F-HR | 19 Jul 2019, 13:30 |
| Q1 2019 | 272 | $257,601,000 | +$58,818,971 | -$29,385,230 | +$29,433,741 | BSJK, BAC, SCHB, SCHX, BSCM | 13F-HR | 09 May 2019, 16:45 |
| Q4 2018 | 307 | $214,314,000 | +$20,254,533 | -$21,385,487 | -$1,130,954 | BAC, SCHB, BSJJ, SCHX, BSCK | 13F-HR | 15 Jan 2019, 11:00 |
| Q3 2018 | 320 | $255,708,000 | +$16,949,778 | -$6,640,350 | +$10,309,428 | BAC, SCHB, BSJJ, BSCK, SCHX | 13F-HR | 18 Oct 2018, 09:49 |
| Q2 2018 | 426 | $239,973,006 | +$74,773,872 | -$15,535,492 | +$59,238,380 | BAC, SCHB, BSCK, PFF, BSJJ | 13F-HR | 01 Aug 2018, 15:59 |
| Q1 2018 | 110 | $224,669,000 | +$32,509,989 | -$6,848,766 | +$25,661,223 | BAC, SCHB, PFF, BSCKXXXX, SCHX | 13F-HR | 20 Apr 2018, 10:19 |
| Q4 2017 | 119 | $223,514,000 | +$27,630,985 | -$17,233,977 | +$10,397,008 | BAC, SCHB, SCHV, PFF, SCHX | 13F-HR | 05 Feb 2018, 15:49 |
| Q3 2017 | 122 | $215,534,000 | +$18,880,402 | -$9,394,549 | +$9,485,853 | BAC, SCHB, SCHV, PFF, BSCKXXXX | 13F-HR | 24 Oct 2017, 12:58 |
| Q2 2017 | 135 | $207,926,000 | +$23,032,880 | -$11,179,282 | +$11,853,598 | BAC, SCHB, PFF, SCHV, SCHX | 13F-HR | 31 Jul 2017, 14:33 |
| Q1 2017 | 135 | $198,712,000 | +$67,771,557 | -$23,134,904 | +$44,636,653 | BAC, PFF, SCHV, BSCJXXXX, BSCKXXXX | 13F-HR | 06 Jun 2017, 17:30 |
| Q4 2016 | 113 | $162,328,000 | +$25,736,290 | -$19,524,128 | +$6,212,162 | SCHV, BSCOXXXX, HD, CBM, META | 13F-HR | 30 Mar 2017, 12:43 |
| Q3 2016 | 108 | $174,934,000 | +$24,861,983 | -$5,280,366 | +$19,581,617 | BSCOXXXX, SCHV, VXX, META, CBM | 13F-HR | 07 Dec 2016, 16:31 |
| Q2 2016 | 103 | $159,401,000 | +$15,861,967 | -$11,629,593 | +$4,232,374 | BSCOXXXX, SCHV, CBM, HD, META | 13F-HR | 08 Dec 2016, 11:17 |
| Q1 2016 | 105 | $172,401,000 | +$30,929,085 | -$1,926,048 | +$29,003,037 | BSCOXXXX, FDN, SCHV, HD, META | 13F-HR | 08 Dec 2016, 11:45 |
| Q4 2015 | 116 | $162,977,000 | +$16,208,405 | -$5,193,107 | +$11,015,298 | FDN, OPHT, CBM, REGN, META | 13F-HR | 08 Dec 2016, 14:43 |
| Q3 2015 | 123 | $157,727,000 | +$14,785,821 | -$12,871,632 | +$1,914,189 | FDN, CBM, RWX, MDCO, HD | 13F-HR | 08 Dec 2016, 14:46 |
| Q2 2015 | 186 | $210,217,000 | +$19,408,037 | -$10,606,934 | +$8,801,103 | PFF, BAC, FDN, CBM, REGN | 13F-HR | 24 Jul 2015, 14:35 |
| Q1 2015 | 147 | $205,719,000 | +$23,671,960 | -$3,740,917 | +$19,931,043 | PFF, BAC, FDN, ICF, CBM | 13F-HR | 14 Apr 2015, 11:36 |
| Q4 2014 | 144 | $193,547,000 | +$15,109,564 | -$13,701,838 | +$1,407,726 | PFF, BAC, FDN, AMJ, XOM | 13F-HR | 09 Jan 2015, 12:29 |
| Q3 2014 | 161 | $211,851,000 | +$18,263,653 | -$5,438,184 | +$12,825,469 | PFF, BAC, AMLPXXXX, FDN, PGFXXXX | 13F-HR | 16 Oct 2014, 13:11 |
| Q2 2014 | 165 | $218,550,000 | +$20,064,395 | -$11,210,117 | +$8,854,278 | PFF, BAC, AMLPXXXX, FDN, PGFXXXX | 13F-HR | 17 Jul 2014, 11:33 |
| Q1 2014 | 158 | $213,939,000 | +$14,160,039 | -$4,458,312 | +$9,701,727 | PFF, BAC, AMLPXXXX, FDN, PGFXXXX | 13F-HR | 15 Apr 2014, 16:45 |
| Q4 2013 | 158 | $210,243,000 | $0 | PFF, BAC, AMLPXXXX, FDN, XOM | 13F-HR | 30 Jan 2014, 11:29 |