Imz Advisory Inc Portfolio Holdings

Imz Advisory Inc

$216 Billion
Q3 2024

Imz Advisory Inc has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $216 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $50.9B, Financial Sector Spdr with a value of $21.7B, Select Sector Spdr Fund Health with a value of $21.3B, Jp Morgan ETF Tr Ultra Short I with a value of $19.2B, and Select Sector Spdr Consumer Di with a value of $17.9B.

Examining the 13F form we can see an increase of $15.8B in the current position value, from $200B to 216B.

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 $216 Billion

ETFs: $199 Billion

Technology: $10.9 Billion

Financial Services: $1.64 Billion

Consumer Cyclical: $1.56 Billion

Healthcare: $966 Million

Industrials: $816 Million

Communication Services: $752 Million

Consumer Defensive: $537 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 37
Current Value $216 Billion
Prior Value $200 Billion
Filing
Period Q3 2024
Filing Date October 07, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 6 stocks
Additional Purchases 17 stocks
Sold out of 0 stocks
Reduced holdings in 11 stocks

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