• 13F History

IMG Wealth Management, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$108M
Signature - Title
Nathan Edwards - Chief Compliance Officer
Location
Jacksonville, FL
Summary
This page shows a list of all the recent 13F filings made by IMG Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. IMG Wealth Management, Inc. reported 258 stock holdings with total value $108M as of Q4 2024. Top holdings included BUFR, CGDV, BUFQ, BUFD, and QQQ.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 258 $108M $0 $0 BUFR, CGDV, BUFQ, BUFD, QQQ 13F-HR 2/10/2025, 03:09 PM