The Analysis of INVESTMENT MANAGEMENT CORP /VA/ /ADV's Holdings


Currently, INVESTMENT MANAGEMENT CORP /VA/ /ADV holds 49 types of securities in its portfolio with a total value $116.4M. In the most recent quarter, they have increased their positions in DDTL (+474.5K shares, valued at $9.7M), XLU (+34.9K shares, valued at $3.0M), XHB (+5.4K shares, valued at $601.4K); decreased their positions in META (-229 shares, valued at $168.1K), URI (-109 shares, valued at $104.0K), NVDA (-440 shares, valued at $82.1K); initiated new positions in DDTL (+474.5K shares, valued at $9.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
LOW LOWES COS INC97.0K shares0.05%2025-09-302025-10-30history
PPA INVESCO EXCHANGE TRADED FD T89.2K shares0.74%2025-09-302025-10-30history
NOCT INNOVATOR ETFS TRUST186.8K shares0.31%2025-09-302025-10-30history
IVV ISHARES TR14.8K shares0.65%2025-09-302025-10-30history
DDTL INNOVATOR ETFS TRUST474.5K sharesnew addition2025-09-302025-10-30history
GLD SPDR GOLD TR17.5K shares0.58%2025-09-302025-10-30history
XLU SELECT SECTOR SPDR TR44.4K shares367.23%2025-09-302025-10-30history
KJAN INNOVATOR ETFS TRUST84.3K shares-0.66%2025-09-302025-10-30history
Sponsored
VYM VANGUARD WHITEHALL FDS18.0K shares-1.10%2025-09-302025-10-30history
IVW ISHARES TR17.3K shares1.61%2025-09-302025-10-30history
IAPR INNOVATOR ETFS TRUST59.6K shares-1.83%2025-09-302025-10-30history
XLC SELECT SECTOR SPDR TR12.3K shares1.77%2025-09-302025-10-30history
XLK SELECT SECTOR SPDR TR4.8K shares1.41%2025-09-302025-10-30history
FUTY FIDELITY COVINGTON TRUST23.4K shares1.81%2025-09-302025-10-30history
IOCT INNOVATOR ETFS TRUST36.8K shares1.59%2025-09-302025-10-30history
MSFT MICROSOFT CORP2.2K shares1.22%2025-09-302025-10-30history
Sponsored
IAU ISHARES GOLD TR15.0K shares1.88%2025-09-302025-10-30history
KBWB INVESCO EXCH TRADED FD TR II13.2K shares1.98%2025-09-302025-10-30history
AMZN AMAZON COM INC4.5K shares0.00%2025-09-302025-10-30history
CRWD CROWDSTRIKE HLDGS INC2.0K shares1.93%2025-09-302025-10-30history
NVDA NVIDIA CORPORATION5.1K shares-7.92%2025-09-302025-10-30history
CIBR FIRST TR EXCHANGE TRADED FD11.4K shares1.62%2025-09-302025-10-30history
SMH VANECK ETF TRUST2.6K shares1.50%2025-09-302025-10-30history
BRK.B BERKSHIRE HATHAWAY INC DEL1.7K shares0.00%2025-09-302025-10-30history
Sponsored
IJH ISHARES TR12.1K shares1.76%2025-09-302025-10-30history
LRCX LAM RESEARCH CORP5.7K shares2.41%2025-09-302025-10-30history
META META PLATFORMS INC931 shares-19.74%2025-09-302025-10-30history
QQQ INVESCO QQQ TR1.1K shares1.56%2025-09-302025-10-30history
SEIC SEI INVTS CO7.8K shares0.00%2025-09-302025-10-30history
TJX TJX COS INC NEW4.5K shares2.38%2025-09-302025-10-30history
URI UNITED RENTALS INC676 shares-13.89%2025-09-302025-10-30history
EEM ISHARES TR11.8K shares7.20%2025-09-302025-10-30history
Sponsored
CTAS CINTAS CORP3.1K shares-7.56%2025-09-302025-10-30history
GOOG ALPHABET INC2.6K shares2.51%2025-09-302025-10-30history
AAPL APPLE INC2.5K shares2.12%2025-09-302025-10-30history
XHB SPDR SERIES TRUST5.5K shares6870.89%2025-09-302025-10-30history
MA MASTERCARD INCORPORATED1.0K shares2.24%2025-09-302025-10-30history
VMC VULCAN MATLS CO1.8K shares2.40%2025-09-302025-10-30history
V VISA INC1.5K shares2.27%2025-09-302025-10-30history
TOST TOAST INC14.2K shares2.45%2025-09-302025-10-30history
Sponsored
MCO MOODYS CORP1.0K shares2.24%2025-09-302025-10-30history
BSX BOSTON SCIENTIFIC CORP4.8K shares2.08%2025-09-302025-10-30history
TMUS T-MOBILE US INC1.9K shares2.37%2025-09-302025-10-30history
RS RELIANCE INC1.6K shares2.74%2025-09-302025-10-30history
COF CAPITAL ONE FINL CORP2.1K shares0.00%2025-09-302025-10-30history
HESM HESS MIDSTREAM LP12.2K shares3.60%2025-09-302025-10-30history
PPC PILGRIMS PRIDE CORP10.1K shares4.93%2025-09-302025-10-30history
VRTX VERTEX PHARMACEUTICALS INC1.0K shares2.09%2025-09-302025-10-30history
Sponsored
VZ VERIZON COMMUNICATIONS INC4.7K shares6.79%2025-09-302025-10-30history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available