IMA Advisory Services, Inc. - Portfolio overview

IMA Advisory Services, Inc. has 1047 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VV - VANGUARD LARGE CAP, 7.68%
2. SUSA - ISHARES MSCI USA ESG SELECT ETF, 6.73%
3. DMXF - ISHARES ESG ADVANCED MSCI EAFE ETF, 5.41%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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