Imz Advisory Inc Top Holdings and 13F Report (2025) About Imz Advisory IncInvestment ActivityImz Advisory Inc has $219.20 million in total holdings as of December 31, 2024.Imz Advisory Inc owns shares of 37 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 1.72% of the portfolio was purchased this quarter.About 1.90% of the portfolio was sold this quarter.This quarter, Imz Advisory Inc has purchased 37 new stocks and bought additional shares in 19 stocks.Imz Advisory Inc sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Technology Select Sector SPDR Fund $52,993,564Financial Select Sector SPDR Fund $23,283,636Health Care Select Sector SPDR Fund $19,704,085Consumer Discretionary Select Sector SPDR Fund $19,445,334JPMorgan Ultra-Short Income ETF $18,650,963 Largest New Holdings this Quarter Tesla $204,343 Holding Largest Purchases this Quarter Real Estate Select Sector SPDR Fund 22,772 shares (about $926.14K)Utilities Select Sector SPDR Fund 11,546 shares (about $873.91K)Technology Select Sector SPDR Fund 1,765 shares (about $410.40K)Consumer Staples Select Sector SPDR Fund 4,840 shares (about $380.47K)Health Care Select Sector SPDR Fund 2,648 shares (about $364.28K) Largest Sales this Quarter JPMorgan Ultra-Short Municipal ETF 22,175 shares (about $1.12M)Consumer Discretionary Select Sector SPDR Fund 3,433 shares (about $770.19K)Energy Select Sector SPDR Fund 8,756 shares (about $750.03K)JPMorgan Ultra-Short Income ETF 10,924 shares (about $550.24K)Broadcom 1,475 shares (about $341.98K) 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$52,993,564$410,397 ▲0.8%227,91024.2%ETFXLFFinancial Select Sector SPDR Fund$23,283,636$298,679 ▲1.3%481,76410.6%ETFXLVHealth Care Select Sector SPDR Fund$19,704,085$364,284 ▲1.9%143,2309.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$19,445,334$770,194 ▼-3.8%86,6748.9%FinanceJPSTJPMorgan Ultra-Short Income ETF$18,650,963$550,242 ▼-2.9%370,2798.5%ETFXLCCommunication Services Select Sector SPDR Fund$18,304,775$260,903 ▼-1.4%189,0798.4%ETFXLIIndustrial Select Sector SPDR Fund$14,112,948$27,538 ▲0.2%107,1116.4%ETFXLPConsumer Staples Select Sector SPDR Fund$8,300,157$380,471 ▲4.8%105,5873.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$7,512,532$227,400 ▲3.1%96,3023.4%ETFJMSTJPMorgan Ultra-Short Municipal ETF$5,170,342$1,124,494 ▼-17.9%101,9592.4%ETFXLEEnergy Select Sector SPDR Fund$4,681,119$750,034 ▼-13.8%54,6482.1%ETFAAPLApple$4,401,049$56,343 ▼-1.3%17,5752.0%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$4,158,681$873,910 ▲26.6%54,9441.9%ETFXLREReal Estate Select Sector SPDR Fund$2,678,683$926,135 ▲52.8%65,8641.2%ETFNVDANVIDIA$2,477,136$12,892 ▼-0.5%18,4461.1%Computer and TechnologyMSFTMicrosoft$2,194,367$13,067 ▲0.6%5,2061.0%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$1,729,290$12,368 ▼-0.7%20,5530.8%ETFAMZNAmazon.com$1,545,164$46,072 ▼-2.9%7,0430.7%Retail/WholesaleBRK.BBerkshire Hathaway$951,8880.0%2,1000.4%FinanceIBMInternational Business Machines$926,0300.0%4,2120.4%Computer and TechnologyAVGOBroadcom$619,504$341,979 ▼-35.6%2,6720.3%Computer and TechnologyLLYEli Lilly and Company$511,435$10,043 ▲2.0%6620.2%MedicalAMDAdvanced Micro Devices$497,172$6,764 ▲1.4%4,1160.2%Computer and TechnologyMETAMeta Platforms$431,566$586 ▲0.1%7370.2%Computer and TechnologyJPMJPMorgan Chase & Co.$427,508$11,029 ▲2.6%1,7830.2%FinanceIYWiShares U.S. Technology ETF$385,101$160 ▲0.0%2,4140.2%ManufacturingADPAutomatic Data Processing$357,3340.0%1,2210.2%Business ServicesWMTWalmart$340,0030.0%3,7630.2%Retail/WholesaleUNHUnitedHealth Group$334,937$1,518 ▲0.5%6620.2%MedicalGOOGAlphabet$331,032$22,666 ▼-6.4%1,7380.2%Computer and TechnologyIVViShares Core S&P 500 ETF$316,642$1,177 ▲0.4%5380.1%ETFCBChubb$288,0110.0%1,0420.1%FinanceEMREmerson Electric$265,292$1,115 ▲0.4%2,1410.1%Industrial ProductsPGProcter & Gamble$232,440$1,342 ▲0.6%1,3860.1%Consumer StaplesVGTVanguard Information Technology ETF$230,1740.0%3700.1%ETFTSLATesla$204,343$204,343 ▲New Holding5060.1%Auto/Tires/TrucksGDGeneral Dynamics$202,947$1,054 ▲0.5%7700.1%AerospaceDHID.R. Horton$0$206,498 ▼-100.0%00.0%ConstructionShowing 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. 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