Imz Advisory Inc Portfolio Holdings by Sector
Imz Advisory Inc
- $216 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
XLK XLF XLV JPST XLY XLC XLI XLP 17 stocks |
$199 Million
92.06% of portfolio
|
  9  
|
  8  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.04 Million
1.87% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO AMD 3 stocks |
$3.74 Million
1.73% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2.15 Million
1.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.35 Million
0.63% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$970,137
0.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$951,946
0.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG 2 stocks |
$751,853
0.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$576,152
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$389,758
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$366,897
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$348,093
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$304,592
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$302,907
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$237,581
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$232,759
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD 1 stocks |
$230,445
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$206,498
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|