Fund Update: IMA Advisory Services, Inc. Just Disclosed New Holdings

IMA Advisory Services, Inc. just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 7,890 shares of $AVGO (~$1,906,062). This was a increase of ~609.27% from their previous position.
• An increase of 5,618 shares of $VOO (~$3,038,335). This was a increase of ~495.41% from their previous position.
• A decrease of 10,000 shares of $SWS (~$174,225). This was a increase of ~-40.00% from their previous position.
• A decrease of 12,897 shares of $EVH (~$699,536). This was a increase of ~-39.61% from their previous position.
• An increase of 187,936 shares of $SCHG (~$808,814). This was a increase of ~323.82% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for IMA Advisory Services, Inc. for more details.