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IMZ Advisory

Latest statistics and disclosures from IMZ Advisory's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002017735

Tip: Access up to 7 years of quarterly data

Positions held by IMZ Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for IMZ Advisory

IMZ Advisory holds 30 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Select Sector Spdr Tr Technology (XLK)	20.4	$40M	190k	208.27	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	11.4	$22M	149k	147.73	View chart
Select Sector Spdr Tr Financial (XLF)	9.6	$19M	443k	42.12	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	9.0	$18M	347k	50.45	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	8.3	$16M	88k	183.89	View chart
Select Sector Spdr Tr Communication (XLC)	7.9	$15M	188k	81.66	View chart
Select Sector Spdr Tr Indl (XLI)	7.6	$15M	117k	125.96	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	4.6	$9.0M	118k	76.36	View chart
Select Sector Spdr Tr Energy (XLE)	3.4	$6.7M	71k	94.41	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.1	$6.1M	79k	77.31	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	2.9	$5.7M	112k	50.74	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	1.7	$3.3M	36k	92.89	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.7	$3.2M	49k	65.65	View chart
Apple (AAPL)	1.6	$3.0M	18k	171.48	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	1.3	$2.5M	62k	39.53	View chart
Microsoft Corporation (MSFT)	1.1	$2.1M	4.9k	420.72	View chart
NVIDIA Corporation (NVDA)	0.9	$1.7M	1.8k	903.69	View chart
Amazon (AMZN)	0.7	$1.3M	7.3k	180.38	View chart
International Business Machines (IBM)	0.4	$872k	4.6k	190.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$853k	2.0k	420.52	View chart
Advanced Micro Devices (AMD)	0.4	$743k	4.1k	180.49	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$523k	3.9k	135.06	View chart
Eli Lilly & Co. (LLY)	0.3	$504k	648.00	777.39	View chart
Meta Platforms Cl A (META)	0.2	$367k	756.00	485.65	View chart
UnitedHealth (UNH)	0.2	$305k	617.00	494.59	View chart
Automatic Data Processing (ADP)	0.2	$300k	1.2k	249.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$298k	567.00	525.86	View chart
JPMorgan Chase & Co. (JPM)	0.1	$281k	1.4k	200.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$276k	1.8k	152.26	View chart
Wal-Mart Stores (WMT)	0.1	$224k	3.7k	60.17	View chart

Past Filings by IMZ Advisory

SEC 13F filings are viewable for IMZ Advisory going back to 2024

IMZ Advisory 2024 Q1 filed April 16, 2024

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