IA

IMZ Advisory Inc

13F
IMZ Advisory Inc
Last update 2025-04-10 41 Stocks (6 new)
Value $220.00 Mil Turnover 8 %
Countries:
Top Holdings: XLK(22.67%)XLF(11.25%)JPST(9.03%)XLY(8.87%)XLC(8.45%)
Summary Stock Picks Current Portfolio
IMZ Advisory Inc Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XLK
Technology Select Sector SPDR ETF
242,096
49,987.9
+6.22%
22.670
+1.33%
0.080
+21.24%
+9.45%
79,738.9
 
XLF
Financial Select Sector SPDR
497,852
24,798.0
+3.34%
11.250
+0.36%
0.050
+5.26%
+9.65%
50,078.4
 
JPST
JPMorgan Ultra-Short Income ETF
393,151
19,905.2
+6.18%
9.030
+0.53%
0.060
+1.21%
+2.52%
31,750.6
 
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
99,060
19,560.4
+14.29%
8.870
+1.11%
0.100
+8.44%
-1.46%
22,859.6
 
XLC
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
193,082
18,622.7
+2.12%
8.450
+0.18%
0.090
+11.21%
+11.59%
23,945.5
 
XLV
Health Care Select Sector SPDR
119,116
17,392.1
-16.84%
7.890
-1.51%
0.050
-5.75%
-0.75%
34,445.4
 
XLI
Industrial Select Sector SPDR
106,667
13,980.8
-0.41%
6.340
-0.03%
0.070
+11.70%
+13.14%
22,087.7
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
104,263
8,230.5
+8.27%
3.730
+0.28%
0.020
+1.66%
+3.68%
34,726.0
 
XLP
Consumer Staples Select Sector SPDR
100,451
8,203.8
-4.86%
3.720
-0.18%
0.050
+1.51%
+5.87%
16,245.0
 
BIGT
Roundhill BIG Tech ETF
121,464
5,570.3
New Holding
2.530
+2.53%
202.440
+16.42%
+2.13%
6.6
 

IMZ Advisory Inc's Historical Top Holdings Breakdowns

IMZ Advisory Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIGT
Roundhill BIG Tech ETF
2025-03-31
New Buy
New Buy
+2.53%
●
45.86 ($52.22) 56.66
$31.33
-40.00%
New holding
121,464
121,464
XLV
Health Care Select Sector SPDR
2025-03-31
Reduce
Reduce
-1.51%
●
137.61 ($145.27) 149.68
$135.36
-6.82%
Reduce -16.84%
119,116
-24,114
XLK
Technology Select Sector SPDR ETF
2025-03-31
Add
Add
+1.33%
●
206.38 ($226.74) 242.18
$253.62
11.85%
Add 6.22%
242,096
14,186
XLY
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
2025-03-31
Add
Add
+1.11%
●
192.6 ($216.89) 233.2
$220.01
1.44%
Add 14.29%
99,060
12,386
XLRE
Real Estate Select Sector SPDR Fund (The)
Real Estate Select Sector SPDR Fund (The)
2025-03-31
Reduce
Reduce
-0.91%
●
39.18 ($41.66) 43.52
$41.78
0.29%
Reduce -74.26%
16,951
-48,913
XLB
Materials Select Sector SPDR
2025-03-31
Reduce
Reduce
-0.56%
●
83.19 ($87.39) 90.99
$91.43
4.62%
Reduce -70.75%
6,011
-14,542
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Add
Add
+0.53%
●
50.39 ($50.51) 50.66
$50.49
-0.04%
Add 6.18%
393,151
22,872
XLU
Utilities Select Sector SPDR ETF
2025-03-31
Add
Add
+0.47%
●
74.7 ($78.14) 80.27
$81.23
3.95%
Add 24.07%
68,168
13,224
XLF
Financial Select Sector SPDR
2025-03-31
Add
Add
+0.36%
●
47.32 ($50.16) 52.19
$52.62
4.90%
Add 3.34%
497,852
16,088
HD
The Home Depot Inc
2025-03-31
New Buy
New Buy
+0.28%
●
347.25 ($389.72) 424.87
$371.85
-4.59%
New holding
1,702
1,702

IMZ Advisory Inc Total Holding History ($B)

To

IMZ Advisory Inc's Asset Allocation

To

IMZ Advisory Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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IMZ Advisory Inc's Hypothetical Growth since 2025-03-31

IMZ Advisory Inc's Yearly Returns

Year Portfolio % % Excess Gain %

IMZ Advisory Inc's Holdings Heat Map

Size field:

IMZ Advisory Inc's Holdings Bubble Chart

IMZ Advisory Inc News

  • 1

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