Img Wealth Management, Inc. Top Holdings and 13F Report (2025) About Img Wealth Management, Inc.Investment ActivityImg Wealth Management, Inc. has $108.10 million in total holdings as of December 31, 2024.Img Wealth Management, Inc. owns shares of 258 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Largest Holdings FT Vest Laddered Buffer ETF $10,636,468Capital Group Dividend Value ETF $6,880,707FT Vest Laddered Nasdaq Buffer ETF $6,560,572FT Vest Laddered Deep Buffer ETF $6,277,818Invesco QQQ $6,154,833 Sector AllocationMap of 500 Largest Holdings ofImg Wealth Management, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBUFRFT Vest Laddered Buffer ETF$10,636,468349,0809.8%ETFCGDVCapital Group Dividend Value ETF$6,880,707195,1426.4%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$6,560,572208,7366.1%ETFBUFDFT Vest Laddered Deep Buffer ETF$6,277,818245,9965.8%ETFQQQInvesco QQQ$6,154,83312,0395.7%FinanceFTCSFirst Trust Capital Strength ETF$5,416,71261,6805.0%ETFVOOVanguard S&P 500 ETF$4,606,9718,5504.3%ETFMOATVanEck Morningstar Wide Moat ETF$4,394,33247,3914.1%ETFFTLSFirst Trust Long/Short Equity ETF$3,887,26559,0683.6%ETFCGGRCapital Group Growth ETF$3,748,780100,8553.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$3,700,682103,2273.4%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$3,163,81353,4972.9%ManufacturingFTSMFirst Trust Enhanced Short Maturity ETF$3,073,97151,4302.8%ManufacturingUOCTInnovator U.S. Equity Ultra Buffer ETF - October$2,139,40560,6442.0%ETFUJULInnovator U.S. Equity Ultra Buffer ETF - July$1,999,42257,9631.8%ETFGLDSPDR Gold Shares$1,984,1348,1951.8%FinanceUJANInnovator U.S. Equity Ultra Buffer ETF - January$1,847,16547,4241.7%ETFSLViShares Silver Trust$1,628,51161,8501.5%ETFAORiShares Core Growth Allocation ETF$1,336,24423,3121.2%ETFFVDFirst Trust Value Line Dividend Index Fund$961,95722,0430.9%ETFUAPRInnovator U.S. Equity Ultra Buffer ETF - April$946,72430,7010.9%ETFUJUNInnovator U.S. Equity Ultra Buffer ETF - June$886,09526,2090.8%ETFINNOVATOR ETFS TRUST$854,32331,5880.8%EQUITY DEFINED PAAPLApple$817,2493,2640.8%Computer and TechnologyGFEBFT Cboe Vest U.S. Equity Moderate Buffer ETF - February$724,73919,4040.7%ETFVBVanguard Small-Cap ETF$584,6012,4330.5%ETFBDECInnovator U.S. Equity Buffer ETF - December$570,00013,2220.5%ETFUMARInnovator U.S. Equity Ultra Buffer ETF - March$515,00714,4300.5%ETFMSFTMicrosoft$511,7961,2140.5%Computer and TechnologyJNJJohnson & Johnson$483,3203,3420.4%MedicalFAUGFT Vest U.S. Equity Buffer ETF - August$465,58610,0040.4%ETFVIGVanguard Dividend Appreciation ETF$424,3552,1670.4%ETFBSEPInnovator U.S. Equity Buffer ETF - September$423,3979,8690.4%ETFDISWalt Disney$406,9843,6550.4%Consumer DiscretionaryUFEBInnovator U.S. Equity Ultra Buffer ETF - February$404,96212,1720.4%ETFXMARFT Cboe Vest U.S. Equity Enhance & Moderate Buffer ETF - March$372,86010,3000.3%ETFUDECInnovator U.S. Equity Ultra Buffer ETF - December$357,91810,2000.3%ETFINNOVATOR ETFS TRUST$357,88414,1680.3%EQUITY DEFIN 1YRFIRST TR EXCHNG TRADED FD VI$351,6629,9680.3%FT VEST US EQTUMAYInnovator U.S. Equity Ultra Buffer ETF - May$343,01510,2030.3%ETFGSThe Goldman Sachs Group$331,5475790.3%FinanceXJUNFT Vest U.S. Equity Enhance & Moderate Buffer ETF - June$328,5488,5050.3%ETFXBAPInnovator U.S. Equity Accelerated 9 Buffer ETF - April$325,0299,5300.3%ETFJPMJPMorgan Chase & Co.$324,5671,3540.3%FinanceBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$312,2596,9530.3%ETFDAUGFT Vest U.S. Equity Deep Buffer ETF - August$311,6087,8530.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$308,4563,4740.3%ETFCOWZPacer US Cash Cows 100 ETF$301,8865,3450.3%ETFSMHVanEck Semiconductor ETF$297,8691,2300.3%ManufacturingUNOVInnovator U.S. Equity Ultra Buffer ETF - November$294,3748,5030.3%ManufacturingFIRST TR EXCHNG TRADED FD VI$291,8169,4500.3%VEST US EQUITY MBAUGInnovator U.S. Equity Buffer ETF - August$291,3156,6840.3%ETFNVDANVIDIA$282,5842,1040.3%Computer and TechnologyGOOGAlphabet$278,0421,4600.3%Computer and TechnologyLOWLowe's Companies$276,1691,1190.3%Retail/WholesaleAMZNAmazon.com$270,9471,2350.3%Retail/WholesaleXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF - September$262,8156,7550.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$255,7531,2360.2%ETFNFLXNetflix$250,4612810.2%Consumer DiscretionaryDMAYFT Vest U.S. Equity Deep Buffer ETF - May$241,9915,9400.2%ETFCOSTCostco Wholesale$233,6492550.2%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$225,1773,2040.2%ETFINNOVATOR ETFS TRUST$224,7968,9560.2%EQUITY DEFINED PBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$223,9067,0080.2%ManufacturingPAVEGlobal X U.S. Infrastructure Development ETF$221,0835,4710.2%ETFIBMInternational Business Machines$218,0719920.2%Computer and TechnologyUAUGInnovator U.S. Equity Ultra Buffer ETF - August$216,6426,1010.2%ETFQCOMQUALCOMM$204,7751,3330.2%Computer and TechnologyMRKMerck & Co., Inc.$199,9702,0100.2%MedicalINNOVATOR ETFS TRUST$195,9598,2060.2%EQUITY DEFINED PQYLDGlobal X Nasdaq 100 Covered Call ETF$193,98810,6470.2%ManufacturingPMPhilip Morris International$187,7461,5600.2%Consumer StaplesINNOVATOR ETFS TRUST$181,4707,2940.2%EQUITY DEFINED PUNHUnitedHealth Group$176,5453490.2%MedicalCATCaterpillar$173,3994780.2%Industrial ProductsBJULInnovator U.S. Equity Buffer ETF - July$171,9483,8590.2%ETFTAT&T$159,2996,9960.1%Computer and TechnologyKOCoca-Cola$158,3892,5440.1%Consumer StaplesHDHome Depot$152,0953910.1%Retail/WholesaleICFiShares Cohen & Steers REIT ETF$150,7102,5010.1%ETFVOVanguard Mid-Cap ETF$149,4985660.1%ETFORCLOracle$148,9768940.1%Computer and TechnologyVVisa$148,8554710.1%Business ServicesDUKDuke Energy$147,0651,3650.1%UtilitiesAXPAmerican Express$145,4274900.1%FinanceXOMExxon Mobil$144,2511,3410.1%Oils/EnergyVZVerizon Communications$138,2053,4560.1%Computer and TechnologyWMTWalmart$136,7901,5140.1%Retail/WholesaleHCAHCA Healthcare$136,2684540.1%MedicalBAPRInnovator U.S. Equity Buffer ETF - April$136,1653,0730.1%ETFFIRST TR EXCHNG TRADED FD VI$133,1073,8900.1%FT VEST U.SINTUIntuit$128,8432050.1%Computer and TechnologyHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$119,6092,8940.1%ManufacturingSPYSPDR S&P 500 ETF Trust$113,1131930.1%FinanceVBKVanguard Small-Cap Growth ETF$111,7443990.1%ETFWMWaste Management$108,5635380.1%Business ServicesFIRST TR EXCHNG TRADED FD VI$107,5054,5000.1%FT VEST LADPAPRInnovator U.S. Equity Power Buffer ETF - April$106,3312,8970.1%ETFFIRST TR EXCHNG TRADED FD VI$106,2653,0370.1%FT VEST U.S EQTIUSViShares Core S&P U.S. Value ETF$105,3671,1380.1%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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