The Analysis of IMZ Advisory Inc's Holdings
Currently, IMZ Advisory Inc holds 39 types of securities in its portfolio with a total value $273.1M. In the most recent quarter, they have increased their positions in XLK (+251.2K shares, valued at $36.2M), XLY (+99.4K shares, valued at $11.9M), XLU (+77.7K shares, valued at $3.3M); decreased their positions in XLI (-5.7K shares, valued at $889.8K), JPST (-12.6K shares, valued at $637.8K), XLP (-4.3K shares, valued at $335.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
XLK SELECT SECTOR SPDR TR501.5K shares100.39%2025-12-312026-01-21
XLF SELECT SECTOR SPDR TR530.0K shares0.41%2025-12-312026-01-21 XLC SELECT SECTOR SPDR TR204.5K shares0.68%2025-12-312026-01-21 XLY SELECT SECTOR SPDR TR196.6K shares102.28%2025-12-312026-01-21 XLV SELECT SECTOR SPDR TR133.1K shares8.56%2025-12-312026-01-21 JPST J P MORGAN EXCHANGE TRADED F399.0K shares-3.06%2025-12-312026-01-21 XLI SELECT SECTOR SPDR TR110.6K shares-4.93%2025-12-312026-01-21 XLP SELECT SECTOR SPDR TR124.4K shares-3.36%2025-12-312026-01-21 VCSH VANGUARD SCOTTSDALE FDS115.0K shares3.72%2025-12-312026-01-21 MAGS LISTED FDS TR139.0K shares-1.10%2025-12-312026-01-21 XLU SELECT SECTOR SPDR TR154.1K shares101.62%2025-12-312026-01-21 XLE SELECT SECTOR SPDR TR112.1K shares118.64%2025-12-312026-01-21 AAPL APPLE INC16.6K shares-1.25%2025-12-312026-01-21 JMST J P MORGAN EXCHANGE TRADED F85.0K shares0.41%2025-12-312026-01-21 NVDA NVIDIA CORPORATION17.8K shares-0.34%2025-12-312026-01-21 MSFT MICROSOFT CORP5.1K shares-1.40%2025-12-312026-01-21 AMZN AMAZON COM INC6.8K shares-4.22%2025-12-312026-01-21 IBM INTERNATIONAL BUSINESS MACHS3.8K shares0.03%2025-12-312026-01-21 LLY ELI LILLY & CO740 shares0.14%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.2.4K shares1.75%2025-12-312026-01-21 META META PLATFORMS INC959 shares2.57%2025-12-312026-01-21 XLRE SELECT SECTOR SPDR TR13.2K shares-3.44%2025-12-312026-01-21 BROADCOM INC BROADCOM INC1.5K shares-14.16%2025-12-312026-01-21 IVV ISHARES TR730 shares2.38%2025-12-312026-01-21 ALPHABET INC ALPHABET INC1.6K shares-7.81%2025-12-312026-01-21 XLB SELECT SECTOR SPDR TR9.6K shares93.85%2025-12-312026-01-21 UNH UNITEDHEALTH GROUP INC1.3K shares3.53%2025-12-312026-01-21 WMT WALMART INC3.8K shares0.00%2025-12-312026-01-21 AMD ADVANCED MICRO DEVICES INC1.7K shares0.00%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON1.7K shares0.35%2025-12-312026-01-21 CB CHUBB LIMITED1.1K shares0.37%2025-12-312026-01-21 ADP AUTOMATIC DATA PROCESSING IN1.2K shares0.49%2025-12-312026-01-21 COST COSTCO WHSL CORP NEW317 shares2.92%2025-12-312026-01-21 IYW ISHARES TR1.3K shares-42.66%2025-12-312026-01-21 VGT VANGUARD WORLD FD317 shares0.00%2025-12-312026-01-21 HD HOME DEPOT INC594 shares3.85%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available