Imz Advisory Inc Portfolio Holdings

Imz Advisory Inc

  • $194 Billion
  • Q1 2024

Imz Advisory Inc has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $194 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $39.6B, Select Sector Spdr Fund Health with a value of $22B, Financial Sector Spdr with a value of $18.7B, Jp Morgan ETF Tr Ultra Short I with a value of $17.5B, and Select Sector Spdr Consumer Di with a value of $16.1B.

Examining the 13F form we can see an increase of $8.41B in the current position value, from $186B to 194B.

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 $194 Billion
ETFs: $181 Billion
Technology: $8.37 Billion
Consumer Cyclical: $1.31 Billion
Financial Services: $1.13 Billion
Healthcare: $809 Million
Communication Services: $643 Million
Industrials: $300 Million
Consumer Defensive: $224 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.6 Billion 20.41% of portfolio
190,036
Q1 2024 Added 0.83%
$0
$22 Billion 11.37% of portfolio
149,200
Q1 2024 Reduced 1.79%
$0
$18.7 Billion 9.63% of portfolio
443,391
Q1 2024 Added 0.42%
$0
$17.5 Billion 9.02% of portfolio
346,820
Q1 2024 Added 14.81%
$0
$16.1 Billion 8.3% of portfolio
87,507
Q1 2024 Added 1.86%
$0
$15.3 Billion 7.9% of portfolio
187,646
Q1 2024 Reduced 2.6%
$0
$14.7 Billion 7.59% of portfolio
116,906
Q1 2024 Added 2.76%
$0
$8.99 Billion 4.63% of portfolio
117,695
Q1 2024 Reduced 2.39%
$0
$6.67 Billion 3.44% of portfolio
70,647
Q1 2024 Reduced 3.46%
$0
$6.08 Billion 3.13% of portfolio
78,589
Q1 2024 Reduced 0.83%
$0
$5.67 Billion 2.92% of portfolio
111,699
Q1 2024 Added 23.59%
$0
$3.32 Billion 1.71% of portfolio
35,777
Q1 2024 Added 0.09%
$0
$3.2 Billion 1.65% of portfolio
48,793
Q1 2024 Reduced 2.83%
$3.38T
$3.04 Billion 1.57% of portfolio
17,732
Q1 2024 Reduced 1.03%
$0
$2.46 Billion 1.27% of portfolio
62,341
Q1 2024 Added 3.61%
$3.33T
$2.06 Billion 1.06% of portfolio
4,899
Q1 2024 Reduced 0.18%
$1.97T
$1.31 Billion 0.68% of portfolio
7,266
Q1 2024 Reduced 1.13%
$155B
$872 Million 0.45% of portfolio
4,565
Q1 2024 Added 3.44%
$529B
$853 Million 0.44% of portfolio
2,029
Q1 2024 Added 5.18%
$262B
$743 Million 0.38% of portfolio
4,119
Q4 2023 New
$0
$523 Million 0.27% of portfolio
3,872
Q1 2024 Reduced 21.79%
$860B
$504 Million 0.26% of portfolio
648
Q1 2024 Added 0.31%
$1.13T
$367 Million 0.19% of portfolio
756
Q1 2024 Reduced 32.86%
$476B
$305 Million 0.16% of portfolio
617
Q1 2024 Reduced 2.37%
$0
$298 Million 0.15% of portfolio
567
Q1 2024 Added 9.67%
$99.1B
$300 Million 0.15% of portfolio
1,201
Q4 2023 New
$593B
$281 Million 0.14% of portfolio
1,402
Q4 2023 New
$1.12T
$276 Million 0.14% of portfolio
1,810
Q4 2023 New
$184B
$224 Million 0.12% of portfolio
3,728
Q1 2024 Added 199.92%

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $194 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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