Imz Advisory Inc Portfolio Holdings

Imz Advisory Inc

  • $220 Billion
  • Q1 2025

Imz Advisory Inc has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $220 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 $50B, Financial Sector Spdr with a value of $24.8B, Jp Morgan ETF Tr Ultra Short I with a value of $19.9B, Select Sector Spdr Consumer Di with a value of $19.6B, and Select Sector Spdr Tr Communic with a value of $18.6B.

Examining the 13F form we can see an increase of $1.28B in the current position value, from $219B to 220B.

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 $220 Billion
ETFs: $198 Billion
Technology: $9.52 Billion
Consumer Cyclical: $1.93 Billion
Financial Services: $1.78 Billion
Consumer Defensive: $1.13 Billion
Healthcare: $1.13 Billion
Communication Services: $953 Million
Industrials: $586 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$3.84 Billion 1.74% of portfolio
17,291
Q1 2025 Reduced 1.62%
$270B
$1.92 Billion 0.87% of portfolio
17,734
Q1 2025 Reduced 3.86%
$2.8T
$1.91 Billion 0.87% of portfolio
5,099
Q1 2025 Reduced 2.06%
$1.94T
$1.31 Billion 0.59% of portfolio
6,870
Q1 2025 Reduced 2.46%
$223B
$1.05 Billion 0.48% of portfolio
4,213
Q1 2025 Added 0.02%
$683B
$1.05 Billion 0.48% of portfolio
1,970
Q1 2025 Reduced 6.19%
$375B
$624 Million 0.28% of portfolio
1,702
Q1 2025 New
$785B
$538 Million 0.24% of portfolio
652
Q1 2025 Reduced 1.51%
$1.3T
$425 Million 0.19% of portfolio
738
Q1 2025 Added 0.14%
$166B
$423 Million 0.19% of portfolio
4,117
Q1 2025 Added 0.02%
$720B
$415 Million 0.19% of portfolio
1,693
Q1 2025 Reduced 5.05%
$67.8B
$373 Million 0.17% of portfolio
2,225
Q1 2025 Reduced 16.73%
$127B
$375 Million 0.17% of portfolio
1,227
Q1 2025 Added 0.49%
$419B
$360 Million 0.16% of portfolio
380
Q1 2025 New
$490B
$304 Million 0.14% of portfolio
580
Q1 2025 Reduced 12.39%
$125B
$316 Million 0.14% of portfolio
1,046
Q1 2025 Added 0.38%
$434B
$284 Million 0.13% of portfolio
1,712
Q1 2025 New
$404B
$256 Million 0.12% of portfolio
1,500
Q1 2025 Added 8.23%
$202B
$258 Million 0.12% of portfolio
9,128
Q1 2025 New
$951B
$270 Million 0.12% of portfolio
1,728
Q1 2025 Reduced 0.58%
$74.8B
$211 Million 0.1% of portfolio
774
Q1 2025 Added 0.52%
$207B
$206 Million 0.09% of portfolio
1,371
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $220 Billion
  • Prior Value $219 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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