Imz Advisory Inc Portfolio Holdings

Imz Advisory Inc

  • $273 Billion
  • Q4 2025

Imz Advisory Inc has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $273 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $72.2B, Financial Sector Spdr with a value of $29B, Select Sector Spdr Tr Communic with a value of $24.1B, Select Sector Spdr Consumer Di with a value of $23.5B, and Select Sector Spdr Fund Health with a value of $20.6B.

Examining the 13F form we can see an increase of $4.53B in the current position value, from $269B to 273B.

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 $273 Billion
ETFs: $244 Billion
Technology: $12.3 Billion
Financial Services: $2.13 Billion
Consumer Cyclical: $1.77 Billion
Healthcare: $1.58 Billion
Communication Services: $1.12 Billion
Consumer Defensive: $697 Million
Industrials: $581 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$4.52 Billion 1.65% of portfolio
16,620
Q4 2025 Reduced 1.25%
$465B
$3.32 Billion 1.21% of portfolio
17,784
Q4 2025 Reduced 0.34%
$3.78T
$2.46 Billion 0.9% of portfolio
5,088
Q4 2025 Reduced 1.4%
$2.39T
$1.56 Billion 0.57% of portfolio
6,764
Q4 2025 Reduced 4.22%
$266B
$1.14 Billion 0.42% of portfolio
3,837
Q4 2025 Added 0.03%
$662B
$1.02 Billion 0.37% of portfolio
2,024
Q4 2025 Reduced 0.49%
$971B
$796 Million 0.29% of portfolio
740
Q4 2025 Added 0.14%
$881B
$768 Million 0.28% of portfolio
2,384
Q4 2025 Added 1.75%
$1.37T
$633 Million 0.23% of portfolio
959
Q4 2025 Added 2.57%
$139B
$525 Million 0.19% of portfolio
1,516
Q4 2025 Reduced 14.16%
$1.74T
$489 Million 0.18% of portfolio
1,559
Q4 2025 Reduced 7.81%
$300B
$426 Million 0.16% of portfolio
1,291
Q4 2025 Added 3.53%
$279B
$424 Million 0.16% of portfolio
3,806
Q3 2025 Added 6.4%
$388B
$362 Million 0.13% of portfolio
1,689
Q3 2025 Reduced 3.76%
$522B
$360 Million 0.13% of portfolio
1,741
Q4 2025 Added 0.35%
$123B
$341 Million 0.12% of portfolio
1,092
Q4 2025 Added 0.37%
$404B
$273 Million 0.1% of portfolio
317
Q4 2025 Added 2.92%
$94.5B
$265 Million 0.1% of portfolio
786
Q4 2025 Added 0.51%
$367B
$204 Million 0.07% of portfolio
594
Q4 2025 Added 3.85%

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $273 Billion
  • Prior Value $269 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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