Imz Advisory Inc has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $219 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 $53B, Financial Sector Spdr with a value of $23.3B, Select Sector Spdr Fund Health with a value of $19.7B, Select Sector Spdr Consumer Di with a value of $19.4B, and Jp Morgan ETF Tr Ultra Short I with a value of $18.7B.

Examining the 13F form we can see an increase of $3.01B in the current position value, from $216B to 219B.

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 $219 Billion
ETFs: $202 Billion
Technology: $11.1 Billion
Consumer Cyclical: $1.75 Billion
Financial Services: $1.67 Billion
Healthcare: $846 Million
Industrials: $826 Million
Communication Services: $763 Million
Consumer Defensive: $572 Million
Other: $0

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $219 Billion
  • Prior Value $216 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
Track This Portfolio

Track Imz Advisory Inc Portfolio

Follow Imz Advisory Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Imz Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Imz Advisory Inc with notifications on news.