Imz Advisory Inc Top Holdings and 13F Report (2025) About Imz Advisory IncInvestment ActivityImz Advisory Inc has $220.48 million in total holdings as of March 31, 2025.Imz Advisory Inc owns shares of 41 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 7.58% of the portfolio was purchased this quarter.About 3.97% of the portfolio was sold this quarter.This quarter, Imz Advisory Inc has purchased 37 new stocks and bought additional shares in 16 stocks.Imz Advisory Inc sold shares of 19 stocks and completely divested from 2 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $49,987,899Financial Select Sector SPDR Fund $24,798,001JPMorgan Ultra-Short Income ETF $19,905,227Consumer Discretionary Select Sector SPDR Fund $19,560,419Communication Services Select Sector SPDR Fund $18,622,741 Largest New Holdings this Quarter 53656G498 - Roundhill Magnificent Seven ETF $5,570,339 Holding437076102 - Home Depot $623,672 Holding22160K105 - Costco Wholesale $359,587 Holding478160104 - Johnson & Johnson $283,918 Holding00206R102 - AT&T $258,131 Holding Largest Purchases this Quarter Roundhill Magnificent Seven ETF 121,464 shares (about $5.57M)Technology Select Sector SPDR Fund 14,186 shares (about $2.93M)Consumer Discretionary Select Sector SPDR Fund 12,386 shares (about $2.45M)JPMorgan Ultra-Short Income ETF 22,872 shares (about $1.16M)Utilities Select Sector SPDR Fund 13,224 shares (about $1.04M) Largest Sales this Quarter Health Care Select Sector SPDR Fund 24,114 shares (about $3.52M)Real Estate Select Sector SPDR Fund 48,913 shares (about $2.05M)Materials Select Sector SPDR Fund 14,542 shares (about $1.25M)Energy Select Sector SPDR Fund 5,466 shares (about $510.80K)Consumer Staples Select Sector SPDR Fund 5,136 shares (about $419.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofImz Advisory Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXLKTechnology Select Sector SPDR Fund$49,987,899$2,929,120 ▲6.2%242,09622.7%ETFXLFFinancial Select Sector SPDR Fund$24,798,001$801,343 ▲3.3%497,85211.2%ETFJPSTJPMorgan Ultra-Short Income ETF$19,905,227$1,158,009 ▲6.2%393,1519.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$19,560,419$2,445,743 ▲14.3%99,0608.9%FinanceXLCCommunication Services Select Sector SPDR Fund$18,622,741$386,089 ▲2.1%193,0828.4%ETFXLVHealth Care Select Sector SPDR Fund$17,392,063$3,520,872 ▼-16.8%119,1167.9%ETFXLIIndustrial Select Sector SPDR Fund$13,980,799$58,195 ▼-0.4%106,6676.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,230,495$628,439 ▲8.3%104,2633.7%ETFXLPConsumer Staples Select Sector SPDR Fund$8,203,812$419,456 ▼-4.9%100,4513.7%ETFBIGTRoundhill Magnificent Seven ETF$5,570,339$5,570,339 ▲New Holding121,4642.5%ETFXLUUtilities Select Sector SPDR Fund$5,375,053$1,042,714 ▲24.1%68,1682.4%ETFJMSTJPMorgan Ultra-Short Municipal ETF$5,171,362$13,272 ▼-0.3%101,6982.3%ETFXLEEnergy Select Sector SPDR Fund$4,596,054$510,797 ▼-10.0%49,1822.1%ETFAAPLApple$3,840,770$63,084 ▼-1.6%17,2911.7%Computer and TechnologyNVDANVIDIA$1,922,027$77,167 ▼-3.9%17,7340.9%Computer and TechnologyMSFTMicrosoft$1,914,162$40,168 ▼-2.1%5,0990.9%Computer and TechnologyAMZNAmazon.com$1,307,086$32,915 ▼-2.5%6,8700.6%Retail/WholesaleBRK.BBerkshire Hathaway$1,049,183$69,235 ▼-6.2%1,9700.5%FinanceIBMInternational Business Machines$1,047,549$249 ▲0.0%4,2130.5%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$709,396$2,046,999 ▼-74.3%16,9510.3%ETFHDHome Depot$623,672$623,672 ▲New Holding1,7020.3%Retail/WholesaleLLYEli Lilly and Company$538,191$8,254 ▼-1.5%6520.2%MedicalXLBMaterials Select Sector SPDR Fund$516,797$1,250,252 ▼-70.8%6,0110.2%ETFMETAMeta Platforms$425,185$576 ▲0.1%7380.2%Computer and TechnologyAMDAdvanced Micro Devices$422,981$103 ▲0.0%4,1170.2%Computer and TechnologyJPMJPMorgan Chase & Co.$415,176$22,071 ▼-5.0%1,6930.2%FinanceADPAutomatic Data Processing$374,926$1,833 ▲0.5%1,2270.2%Business ServicesAVGOBroadcom$372,601$74,855 ▼-16.7%2,2250.2%Computer and TechnologyCOSTCostco Wholesale$359,587$359,587 ▲New Holding3800.2%Retail/WholesaleIYWiShares U.S. Technology ETF$322,355$16,715 ▼-4.9%2,2950.1%ManufacturingCBChubb$315,847$1,208 ▲0.4%1,0460.1%FinanceWMTWalmart$312,429$17,908 ▼-5.4%3,5590.1%Retail/WholesaleIVViShares Core S&P 500 ETF$305,422$3,369 ▲1.1%5440.1%ETFUNHUnitedHealth Group$303,896$42,965 ▼-12.4%5800.1%MedicalJNJJohnson & Johnson$283,918$283,918 ▲New Holding1,7120.1%MedicalGOOGAlphabet$270,014$1,563 ▼-0.6%1,7280.1%Computer and TechnologyTAT&T$258,131$258,131 ▲New Holding9,1280.1%Computer and TechnologyPGProcter & Gamble$255,627$19,428 ▲8.2%1,5000.1%Consumer StaplesGDGeneral Dynamics$211,111$1,091 ▲0.5%7740.1%AerospacePEPPepsiCo$205,557$205,557 ▲New Holding1,3710.1%Consumer StaplesVGTVanguard Information Technology ETF$201,037$542 ▲0.3%3710.1%ETFEMREmerson Electric$0$265,292 ▼-100.0%00.0%IndustrialsTSLATesla$0$204,343 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
