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 Market Cap. of $300 Millions to $2 Billions

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

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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