Imz Advisory Inc Portfolio Holdings

Imz Advisory Inc

$250 Billion
Q2 2025

Imz Advisory Inc has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $250 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $62.9B, Financial Sector Spdr with a value of $27.7B, Select Sector Spdr Consumer Di with a value of $21.6B, Select Sector Spdr Tr Communic with a value of $21B, and Jp Morgan ETF Tr Ultra Short I with a value of $19.1B.

Examining the 13F form we can see an increase of $29.4B in the current position value, from $220B to 250B.

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 $250 Billion

ETFs: $223 Billion

Technology: $11.3 Billion

Financial Services: $1.89 Billion

Consumer Cyclical: $1.58 Billion

Communication Services: $1.19 Billion

Healthcare: $1.1 Billion

Consumer Defensive: $840 Million

Industrials: $602 Million

Other: $0

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
XLK Technology Sector Spdr ETFs	$0	$62.9 Billion 25.17% of portfolio	241,071	Q2 2025 Reduced 0.42%
XLF Financial Sector Spdr ETFs	$0	$27.7 Billion 11.07% of portfolio	526,409	Q2 2025 Added 5.74%
XLY Select Sector Spdr Consumer Di ETFs	$0	$21.6 Billion 8.63% of portfolio	97,070	Q2 2025 Reduced 2.01%
XLC Select Sector Spdr Tr Communic ETFs	$0	$21 Billion 8.42% of portfolio	198,048	Q2 2025 Added 2.57%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$19.1 Billion 7.65% of portfolio	377,971	Q2 2025 Reduced 3.86%
XLV Select Sector Spdr Fund Health ETFs	$0	$17.2 Billion 6.89% of portfolio	130,526	Q2 2025 Added 9.58%
XLI Industrial Sector Spdr ETFs	$0	$15.8 Billion 6.32% of portfolio	104,256	Q2 2025 Reduced 2.26%
XLP Consumer Staples Sector Spdr ETFs	$0	$10.7 Billion 4.28% of portfolio	132,202	Q2 2025 Added 31.61%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$8.63 Billion 3.45% of portfolio	108,976	Q2 2025 Added 4.52%
XLU Utilities Sector Spdr ETFs	$0	$6.25 Billion 2.5% of portfolio	74,574	Q2 2025 Added 9.4%
JMST Jp Morgan Ultra Short Mun Inco ETFs	$0	$5.6 Billion 2.24% of portfolio	110,003	Q2 2025 Added 8.17%
XLE Energy Sector Spdr ETFs	$0	$4.58 Billion 1.83% of portfolio	53,311	Q2 2025 Added 8.4%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$639 Million 0.26% of portfolio	15,265	Q2 2025 Reduced 9.95%
XLB Select Sector Spdr Fd Material ETFs	$0	$486 Million 0.19% of portfolio	5,384	Q2 2025 Reduced 10.43%
IYW Ishares Dj Us Tech ETF ETFs	$0	$410 Million 0.16% of portfolio	2,297	Q2 2025 Added 0.09%
IVV Ishares Core S&P 500 ETF ETFs	$0	$346 Million 0.14% of portfolio	548	Q2 2025 Added 0.74%
VGT Vanguard Information Technolog ETFs	$0	$254 Million 0.1% of portfolio	371	Q1 2025 Added 0.27%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$215 Million 0.09% of portfolio	383	Q2 2025 New

Summary

Portfolio
No. of Stocks 40
Current Value $250 Billion
Prior Value $220 Billion
Filing
Period Q2 2025
Filing Date July 23, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 1 stocks
Additional Purchases 25 stocks
Sold out of 0 stocks
Reduced holdings in 12 stocks

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