Imz Advisory Inc Portfolio Holdings

Imz Advisory Inc

  • $216 Billion
  • Q3 2024

Imz Advisory Inc has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $216 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $50.9B, Financial Sector Spdr with a value of $21.7B, Select Sector Spdr Fund Health with a value of $21.3B, Jp Morgan ETF Tr Ultra Short I with a value of $19.2B, and Select Sector Spdr Consumer Di with a value of $17.9B.

Examining the 13F form we can see an increase of $15.8B in the current position value, from $200B to 216B.

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 $216 Billion
ETFs: $199 Billion
Technology: $10.9 Billion
Financial Services: $1.64 Billion
Consumer Cyclical: $1.56 Billion
Healthcare: $966 Million
Industrials: $816 Million
Communication Services: $752 Million
Consumer Defensive: $537 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $216 Billion
  • Prior Value $200 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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