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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
XLK Technology Sector Spdr ETFs	$0	$72.2 Billion 26.43% of portfolio	501,507	Q4 2025 Added 100.39%
XLF Financial Sector Spdr ETFs	$0	$29 Billion 10.63% of portfolio	530,015	Q4 2025 Added 0.41%
XLC Select Sector Spdr Tr Communic ETFs	$0	$24.1 Billion 8.81% of portfolio	204,509	Q4 2025 Added 0.68%
XLY Select Sector Spdr Consumer Di ETFs	$0	$23.5 Billion 8.59% of portfolio	196,583	Q4 2025 Added 102.28%
XLV Select Sector Spdr Fund Health ETFs	$0	$20.6 Billion 7.54% of portfolio	133,055	Q4 2025 Added 8.56%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$20.2 Billion 7.39% of portfolio	399,020	Q4 2025 Reduced 3.06%
XLI Industrial Sector Spdr ETFs	$0	$17.2 Billion 6.28% of portfolio	110,617	Q4 2025 Reduced 4.93%
XLP Consumer Staples Sector Spdr ETFs	$0	$9.66 Billion 3.54% of portfolio	124,371	Q4 2025 Reduced 3.36%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$9.17 Billion 3.36% of portfolio	115,003	Q4 2025 Added 3.72%

XLU Utilities Sector Spdr ETFs	$0	$6.58 Billion 2.41% of portfolio	154,099	Q4 2025 Added 101.62%
XLE Energy Sector Spdr ETFs	$0	$5.01 Billion 1.83% of portfolio	112,060	Q4 2025 Added 118.64%
JMST Jp Morgan Ultra Short Mun Inco ETFs	$0	$4.33 Billion 1.59% of portfolio	85,025	Q4 2025 Added 0.41%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$533 Million 0.2% of portfolio	13,203	Q4 2025 Reduced 3.44%
IVV Ishares Core S&P 500 ETF ETFs	$0	$500 Million 0.18% of portfolio	730	Q4 2025 Added 2.38%
XLB Select Sector Spdr Fd Material ETFs	$0	$434 Million 0.16% of portfolio	9,580	Q4 2025 Added 93.85%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$340 Million 0.12% of portfolio	554	Q4 2025 Reduced 0.18%
IYW Ishares Dj Us Tech ETF ETFs	$0	$263 Million 0.1% of portfolio	1,317	Q4 2025 Reduced 42.66%
VGT Vanguard Information Technolog ETFs	$0	$239 Million 0.09% of portfolio	317	Q3 2025 Reduced 14.56%

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

Track This Portfolio

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.

Account