Imz Advisory Inc Portfolio Holdings

Imz Advisory Inc

$269 Billion
Q3 2025

Imz Advisory Inc has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $269 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $70.5B, Financial Sector Spdr with a value of $28.4B, Select Sector Spdr Tr Communic with a value of $24B, Select Sector Spdr Consumer Di with a value of $23.3B, and Jp Morgan ETF Tr Ultra Short I with a value of $20.9B.

Examining the 13F form we can see an increase of $18.7B in the current position value, from $250B to 269B.

Imz Advisory Inc is based out at Boca Raton, FL

Below you can find more details about Imz Advisory Inc portfolio as well as his latest detailed transactions.

Portfolio value $269 Billion

ETFs: $239 Billion

Technology: $12.2 Billion

Financial Services: $2.07 Billion

Consumer Cyclical: $1.78 Billion

Communication Services: $1.34 Billion

Healthcare: $1.32 Billion

Consumer Defensive: $910 Million

Industrials: $626 Million

Other: $0

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
XLK Technology Sector Spdr ETFs	$0	$70.5 Billion 26.26% of portfolio	250,264	Q3 2025 Added 3.81%
XLF Financial Sector Spdr ETFs	$0	$28.4 Billion 10.59% of portfolio	527,877	Q3 2025 Added 0.28%
XLC Select Sector Spdr Tr Communic ETFs	$0	$24 Billion 8.95% of portfolio	203,125	Q3 2025 Added 2.56%
XLY Select Sector Spdr Consumer Di ETFs	$0	$23.3 Billion 8.67% of portfolio	97,182	Q3 2025 Added 0.12%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$20.9 Billion 7.77% of portfolio	411,628	Q3 2025 Added 8.9%
XLI Industrial Sector Spdr ETFs	$0	$17.9 Billion 6.68% of portfolio	116,353	Q3 2025 Added 11.6%
XLV Select Sector Spdr Fund Health ETFs	$0	$17.1 Billion 6.35% of portfolio	122,564	Q3 2025 Reduced 6.1%
XLP Consumer Staples Sector Spdr ETFs	$0	$10.1 Billion 3.75% of portfolio	128,689	Q3 2025 Reduced 2.66%
Listed Fds Tr	-	$9.11 Billion 3.39% of portfolio	-	Q3 2025 Added 0.24%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$8.86 Billion 3.3% of portfolio	110,883	Q3 2025 Added 1.75%
XLU Utilities Sector Spdr ETFs	$0	$6.67 Billion 2.48% of portfolio	76,432	Q3 2025 Added 2.49%
XLE Energy Sector Spdr ETFs	$0	$4.58 Billion 1.7% of portfolio	51,253	Q3 2025 Reduced 3.86%
JMST Jp Morgan Ultra Short Mun Inco ETFs	$0	$4.32 Billion 1.61% of portfolio	84,676	Q3 2025 Reduced 23.02%
AAPL Apple Inc. Technology	$4.32T	$4.29 Billion 1.6% of portfolio	16,830	Q3 2025 Reduced 0.64%
NVDA Nvidia Corp Technology	$477B	$3.33 Billion 1.24% of portfolio	17,845	Q3 2025 Added 0.51%
MSFT Microsoft Corp Technology	$3.96T	$2.67 Billion 0.99% of portfolio	5,160	Q3 2025 Added 0.96%
AMZN Amazon Com Inc Consumer Cyclical	$2.31T	$1.55 Billion 0.58% of portfolio	7,062	Q3 2025 Added 1.13%
IBM International Business Machines Corp Technology	$281B	$1.08 Billion 0.4% of portfolio	3,836	Q3 2025 Reduced 8.95%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$646B	$1.02 Billion 0.38% of portfolio	2,034	Q3 2025 Reduced 0.73%
JPM Jpmorgan Chase & CO Financial Services	$892B	$739 Million 0.28% of portfolio	2,343	Q3 2025 Added 10.68%
META Meta Platforms, Inc. Communication Services	$1.65T	$687 Million 0.26% of portfolio	935	Q3 2025 Added 3.66%
AVGO Broadcom Inc. Technology	$147B	$583 Million 0.22% of portfolio	1,766	Q3 2025 Reduced 16.1%
LLY Eli Lilly & CO Healthcare	$785B	$564 Million 0.21% of portfolio	739	Q3 2025 Added 13.17%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$576 Million 0.21% of portfolio	13,673	Q3 2025 Reduced 10.43%
IVV Ishares Core S&P 500 ETF ETFs	$0	$477 Million 0.18% of portfolio	713	Q3 2025 Added 30.11%
IYW Ishares Dj Us Tech ETF ETFs	$0	$450 Million 0.17% of portfolio	2,297	Q2 2025 Added 0.09%
UNH Unitedhealth Group Inc Healthcare	$342B	$431 Million 0.16% of portfolio	1,247	Q3 2025 Added 11.74%
XLB Select Sector Spdr Fd Material ETFs	$0	$443 Million 0.16% of portfolio	4,942	Q3 2025 Reduced 8.21%
WMT Walmart Inc. Consumer Defensive	$284B	$392 Million 0.15% of portfolio	3,806	Q3 2025 Added 6.4%
GOOG Alphabet Inc. Communication Services	$1.64T	$412 Million 0.15% of portfolio	1,691	Q3 2025 Reduced 2.25%
ADP Automatic Data Processing Inc Industrials	$116B	$359 Million 0.13% of portfolio	1,224	Q2 2025 Reduced 0.24%
JNJ Johnson & Johnson Healthcare	$498B	$322 Million 0.12% of portfolio	1,735	Q3 2025 Added 0.81%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$333 Million 0.12% of portfolio	555	Q3 2025 Added 44.91%
CB Chubb LTD Financial Services	$117B	$307 Million 0.11% of portfolio	1,088	Q2 2025 Added 4.02%
COST Costco Wholesale Corp Consumer Defensive	$412B	$285 Million 0.11% of portfolio	308	Q3 2025 Added 10.39%
AMD Advanced Micro Devices Inc Technology	$419B	$273 Million 0.1% of portfolio	1,689	Q3 2025 Reduced 3.76%
GD General Dynamics Corp Industrials	$97.1B	$267 Million 0.1% of portfolio	782	Q3 2025 Added 0.39%
T At&T Inc. Communication Services	$182B	$245 Million 0.09% of portfolio	8,683	Q3 2025 Added 1.01%
HD Home Depot, Inc. Consumer Cyclical	$394B	$232 Million 0.09% of portfolio	572	Q3 2025 New
VGT Vanguard Information Technolog ETFs	$0	$236 Million 0.09% of portfolio	317	Q3 2025 Reduced 14.56%
PG Procter & Gamble CO Consumer Defensive	$360B	$233 Million 0.09% of portfolio	1,516	Q3 2025 Added 0.53%

Summary

Portfolio
No. of Stocks 41
Current Value $269 Billion
Prior Value $250 Billion
Filing
Period Q3 2025
Filing Date October 09, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 1 stocks
Additional Purchases 24 stocks
Sold out of 0 stocks
Reduced holdings in 13 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Imz Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Imz Advisory Inc with notifications on news.

Account