IMG Wealth Management, Inc.
Top Portfolio Positions
319 positions ·
$18,848,814 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
5,103 | $2,945,349 | 15.63% | |
| SLV |
iShares Silver Trust
|
21,306 | $1,451,790 | 7.70% | |
| AAPL |
Apple Inc.
Technology
|
3,621 | $918,973 | 4.88% | |
| JNJ |
Johnson & Johnson
Healthcare
|
3,563 | $870,939 | 4.62% | |
| NVDA |
Nvidia Corp
Technology
|
3,049 | $531,745 | 2.82% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
607 | $513,515 | 2.72% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,354 | $398,292 | 2.11% | |
| MSFT |
Microsoft Corp
Technology
|
1,018 | $376,833 | 2.00% | |
| CAT |
Caterpillar Inc
Industrials
|
518 | $366,982 | 1.95% | |
| NFLX |
Netflix Inc
Communication Services
|
3,139 | $301,814 | 1.60% |
Portfolio Trend
6 quarters · across all stocks
Holdings in SWMR
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,360 | 50 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||