Fund Holdings — IMG Wealth Management, Inc.

Total Portfolio Value
$147.83M
Total Bought
$18.43M
Total Sold
$2.25M
Net Transaction
+$16.18M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
425,139481,858+56,71913,51916,10410.89%+2,584
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
222,549247,672+25,1238,78810,4107.04%+1,621
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
256,154290,196+34,0428,50410,1106.84%+1,606
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
275,408309,091+33,6837,3158,5435.78%+1,228
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
114,963136,967+22,0044,0565,2073.52%+1,152
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
112,047128,590+16,5434,5555,6483.82%+1,093
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
62,34073,910+11,5703,9114,9713.36%+1,060
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
139,946170,532+30,5863,8544,9033.32%+1,049
INVESCO QQQ TR12,60713,312+7056,9557,9925.41%+1,037
VANGUARD INDEX FDS9,13510,104+9695,1896,1884.19%+999
FIRST TR EXCHANGE-TRADED FD66,55673,676+7,1206,0496,8994.67%+850
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
71,71979,573+7,8544,7545,5663.77%+813
INNOVATOR ETFS TRUST
US EQTY BUFR JUL
015,667+15,66707780.53%+778
ISHARES SILVER TR(SLV)56,48354,446-2,0371,8532,3071.56%+454
INNOVATOR ETFS TRUST
US EQTY ULTRA B
61,87769,448+7,5712,2762,6691.81%+393
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
54,75159,351+4,6003,2783,5562.41%+278
TESLA INC(TSLA)207623+416662770.19%+211
APPLE INC(AAPL)4,1304,13008471,0520.71%+204
INNOVATOR ETFS TRUST
US EQTY ULTRA B
3575,020+4,663131940.13%+181
MP MATERIALS CORP(MP)4,2464,446+2001412980.20%+157
FIRST TR EXCHNG TRADED FD VI
FT VEST INTL ETF
4766,886+6,410101500.10%+140
NVIDIA CORPORATION(NVDA)3,7663,820+545957130.48%+118
ALPHABET INC(GOOG)1,7381,73803084230.29%+115
JOHNSON & JOHNSON(JNJ)3,4763,47605316450.44%+114
ORACLE CORP(ORCL)1,5991,59903504500.30%+100
INNOVATOR ETFS TRUST
US EQT ULTRA BF
49,07149,467+3961,9852,0841.41%+99
INNOVATOR ETFS TRUST
US EQTY ULTRA B
51,48451,391-931,8761,9721.33%+96
INNOVATOR ETFS TRUST
US EQT ULTRA BF
64,87865,076+1982,3872,4801.68%+93
INNOVATOR ETFS TRUST
EQUITY DEFIN 1YR
12,98015,798+2,8183374200.28%+83
PALANTIR TECHNOLOGIES INC(PLTR)1,3361,384+481822520.17%+70
VANECK ETF TRUST
SEMICONDUCTR ETF
1,2291,22903434010.27%+58
INVESCO EXCH TRADED FD TR II342,656+2,6223610.04%+58
INNOVATOR ETFS TRUST
EQUI DEFI 1 AUG
7,2949,286+1,9921882460.17%+58
INNOVATOR ETFS TRUST
US EQT ULTRA BF
5,5016,624+1,1232062600.18%+55
GOLDMAN SACHS GROUP INC(GS)59059004184700.32%+52
INVESCO EXCH TRADED FD TR II34723+6893530.04%+50
ALPHABET INC(GOOG)72372301271760.12%+48
PLUG POWER INC(PLUG)54,03654,0360811260.09%+45
CATERPILLAR INC(CAT)50650601962410.16%+45
JPMORGAN CHASE & CO.(JPM)1,5431,54304474870.33%+39
TAPESTRY INC(TPR)1,5361,53601351740.12%+39
VANGUARD INDEX FDS2,3172,309-85495870.40%+38
LOWES COS INC(LOW)1,1911,19102642990.20%+35
INTERNATIONAL BUSINESS MACHS(IBM)761913+1522242580.17%+33
ISHARES BITCOIN TRUST ETF(IBIT)3,5533,840+2872172500.17%+32
MICROSOFT CORP(MSFT)1,5371,53707657960.54%+32
INNOVATOR ETFS TRUST
US EQT ULTRA BF
30,90831,053+1459679980.68%+31
NORTHROP GRUMMAN CORP(NOC)185202+17931230.08%+31
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
19,40419,388-167577870.53%+30
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
10,00410,00404905190.35%+29
VANGUARD SPECIALIZED FUNDS2,3982,39804915170.35%+27
INNOVATOR ETFS TRUST
US EQT ULTRA BF
18,52118,52106977230.49%+26
ISHARES TR377385+82342580.17%+24
INNOVATOR ETFS TRUST
US EQT ULTRA BFR
14,41014,41004945160.35%+21
BANK AMERICA CORP4,7754,77502262460.17%+20
GLOBAL X FDS
US INFR DEV ETF
5,3985,366-322352560.17%+20
HCA HEALTHCARE INC(HCA)45445401741930.13%+20
INNOVATOR ETFS TRUST
US EQT ULTRA BF
28,81028,462-3481,0261,0440.71%+18
GLOBAL X FDS
NASDAQ 100 COVER
14,99115,796+8052512690.18%+18
FIRST TR EXCHANGE TRADED FD
NASDAQ BUYWRITE
8,5178,943+4261671840.12%+18
INNOVATOR ETFS TRUST
US EQUT BUFR AUG
6,6846,634-503083250.22%+17
GLOBAL X FDS
RBTCS ARTFL INTE
7,0626,988-742312480.17%+17
HOME DEPOT INC(HD)43643601601770.12%+17
INNOVATOR ETFS TRUST
EQUI DEFI 1 JULY
30,45530,45508588750.59%+17
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
9,9689,96803693850.26%+16
INVESCO EXCH TRADED FD TR II341,435+1,4013190.01%+16
INNOVATOR ETFS TRUST
US EQTY BUF DEC
13,30912,872-4376016170.42%+16
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
7,8537,85303273430.23%+15
BROADCOM INC(AVGO)281281077930.06%+15
INTUITIVE SURGICAL INC3441+73180.01%+15
EXXON MOBIL CORP3,0113,01103253390.23%+15
UNITEDHEALTH GROUP INC(UNH)43343301351500.10%+14
QUALCOMM INC(QCOM)2,0042,00403193330.23%+14
UBER TECHNOLOGIES INC(UBER)1,6041,672+681501640.11%+14
INNOVATOR ETFS TRUST
EQUITY DEF PROTN
24,26024,26005916060.41%+14
INNOVATOR ETFS TRUST
LADERD ALCTN PWR
6,9536,95303273400.23%+13
PACER FDS TR
US CASH COWS 100
5,3455,34502953070.21%+13
TAIWAN SEMICONDUCTOR MFG LTD(TSM)225225051630.04%+12
SPDR S&P 500 ETF TR(SPY)193196+31191310.09%+11
INNOVATOR ETFS TRUST
EQUI DEFI 1 MARC
19,29619,29605125230.35%+11
GLOBAL X FDS
ARTIFICIAL ETF
203400+1979200.01%+11
INNOVATOR ETFS TRUST
US EQT ULTRA BF
9,7089,70803373480.24%+11
INNOVATOR ETFS TRUST
US EQT PWR BUF
9,8249,82403663770.25%+11
WALMART INC(WMT)1,9771,97701932040.14%+10
LAM RESEARCH CORP(LRCX)264264026350.02%+10
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
10,30010,30003944040.27%+10
DUKE ENERGY CORP NEW(DUK)1,6171,61701912000.14%+9
STRATEGY SHS
NS 7HANDL IDX
6,7046,933+2291451540.10%+9
KRATOS DEFENSE & SEC SOLUTIO(KTOS)0100+100090.01%+9
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
5,9405,94002542630.18%+9
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
4,2594,475+216971060.07%+9
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
4,3614,540+1791821910.13%+9
CONOCOPHILLIPS(COP)1,4861,48601331410.10%+7
ADVANCED MICRO DEVICES INC(AMD)101131+3014210.01%+7
GRAYSCALE BITCOIN TRUST ETF(GBTC)075+75070.00%+7
AMERICAN EXPRESS CO(AXP)50950901621690.11%+7
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
6,7556,75502742810.19%+7
INNOVATOR ETFS TRUST
US EQTY BUFR MAR
2,5242,52401241300.09%+6
PALO ALTO NETWORKS INC(PANW)484518+34991050.07%+6
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
6868010160.01%+6
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