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Size ($ in 1000's)
At 03/31/2024: $193,940
At 12/31/2023: $185,535
IMZ Advisory Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from IMZ Advisory Inc 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the IMZ Advisory Inc top holdings by largest position size, as per the latest 13f filing made by IMZ Advisory Inc.
In the IMZ Advisory Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by IMZ Advisory Inc in that top holding, then the share count change between reporting periods, and finally the IMZ Advisory Inc top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SELECT SECTOR SPDR TR (XLK) |
190,036 |
+1,565 |
$39,579 | | XLK | 190,036 | +1,565 | $39,579 | | SELECT SECTOR SPDR TR (XLV) |
149,200 |
-2,717 |
$22,041 | | XLV | 149,200 | -2,717 | $22,041 | | SELECT SECTOR SPDR TR (XLF) |
443,391 |
+1,869 |
$18,676 | | XLF | 443,391 | +1,869 | $18,676 | | J P MORGAN EXCHANGE TRADED F (JPST) |
346,820 |
+44,741 |
$17,497 | | JPST | 346,820 | +44,741 | $17,497 | | SELECT SECTOR SPDR TR (XLY) |
87,507 |
+1,595 |
$16,092 | | XLY | 87,507 | +1,595 | $16,092 | | SELECT SECTOR SPDR TR (XLC) |
187,646 |
-5,008 |
$15,323 | | XLC | 187,646 | -5,008 | $15,323 | | SELECT SECTOR SPDR TR (XLI) |
116,906 |
+3,139 |
$14,725 | | XLI | 116,906 | +3,139 | $14,725 | | SELECT SECTOR SPDR TR (XLP) |
117,695 |
-2,879 |
$8,987 | | XLP | 117,695 | -2,879 | $8,987 | | SELECT SECTOR SPDR TR (XLE) |
70,647 |
-2,533 |
$6,670 | | XLE | 70,647 | -2,533 | $6,670 | | VANGUARD SCOTTSDALE FDS (VCSH) |
78,589 |
-654 |
$6,076 | | VCSH | 78,589 | -654 | $6,076 | | J P MORGAN EXCHANGE TRADED F (JMST) |
111,699 |
+21,321 |
$5,668 | | JMST | 111,699 | +21,321 | $5,668 | | SELECT SECTOR SPDR TR (XLB) |
35,777 |
+33 |
$3,323 | | XLB | 35,777 | +33 | $3,323 | | SELECT SECTOR SPDR TR (XLU) |
48,793 |
-1,420 |
$3,203 | | XLU | 48,793 | -1,420 | $3,203 | | APPLE INC |
17,732 |
-184 |
$3,041 | | AAPL | 17,732 | -184 | $3,041 | | SELECT SECTOR SPDR TR (XLRE) |
62,341 |
+2,173 |
$2,464 | | XLRE | 62,341 | +2,173 | $2,464 | | MICROSOFT CORP |
4,899 |
-9 |
$2,061 | | MSFT | 4,899 | -9 | $2,061 | | NVIDIA CORPORATION |
1,834 |
-212 |
$1,657 | | NVDA | 1,834 | -212 | $1,657 | | AMAZON COM INC |
7,266 |
-83 |
$1,311 | | AMZN | 7,266 | -83 | $1,311 | | INTERNATIONAL BUSINESS MACHS |
4,565 |
+152 |
$872 | | IBM | 4,565 | +152 | $872 |  BERKSHIRE HATHAWAY INC DEL |
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$853 | | BRK.B | 2,029 | +100 | $853 | | ADVANCED MICRO DEVICES INC |
4,119 |
UNCH |
$743 | | AMD | 4,119 | UNCH | $743 | | ISHARES TR (IYW) |
3,872 |
-1,079 |
$523 | | IYW | 3,872 | -1,079 | $523 | | ELI LILLY & CO |
648 |
+2 |
$504 | | LLY | 648 | +2 | $504 | | META PLATFORMS INC |
756 |
-370 |
$367 | | META | 756 | -370 | $367 | | UNITEDHEALTH GROUP INC |
617 |
-15 |
$305 | | UNH | 617 | -15 | $305 | | AUTOMATIC DATA PROCESSING IN |
1,201 |
UNCH |
$300 | | ADP | 1,201 | UNCH | $300 | | ISHARES TR (IVV) |
567 |
+50 |
$298 | | IVV | 567 | +50 | $298 | | JPMORGAN CHASE & CO |
1,402 |
UNCH |
$281 | | JPM | 1,402 | UNCH | $281 | | ALPHABET INC |
1,810 |
UNCH |
$276 | | GOOG | 1,810 | UNCH | $276 |
See Full List: All Stocks Held By IMZ Advisory Inc
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By IMZ Advisory Inc
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