IA
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IMZ Advisory Inc13F | |
| IMZ Advisory Inc | |
| Last update 2025-07-23 | 40 Stocks (1 new) |
| Value $250.00 Mil | Turnover 4 % |
IMZ Advisory Inc Top Holdings of 2025-06-30
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 | 241,071 | 62,892.9 | -0.42% | 25.170 | -0.10% | 0.080 | +31.65% | +12.33% | 82,708.7 | ||
XLF | Financial Select Sector SPDR | 526,409 | 27,657.5 | +5.74% | 11.070 | +0.60% | 0.050 | +11.66% | +10.65% | 52,128.0 | ||
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 97,070 | 21,566.1 | -2.01% | 8.630 | -0.18% | 0.100 | +19.29% | +1.47% | 23,063.5 | ||
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 198,048 | 21,030.8 | +2.57% | 8.420 | +0.21% | 0.090 | +18.26% | +12.63% | 24,157.2 | ||
JPST | JPMorgan Ultra-Short Income ETF | 377,971 | 19,125.3 | -3.86% | 7.650 | -0.35% | 0.060 | +1.33% | +2.76% | 32,246.2 | ||
XLV | Health Care Select Sector SPDR | 130,526 | 17,208.5 | +9.58% | 6.890 | +0.60% | 0.050 | +0.88% | -0.09% | 33,667.6 | ||
XLI | Industrial Select Sector SPDR | 104,256 | 15,790.6 | -2.26% | 6.320 | -0.14% | 0.070 | +22.19% | +17.39% | 22,879.0 | ||
XLP | Consumer Staples Select Sector SPDR | 132,202 | 10,693.8 | +31.61% | 4.280 | +1.03% | 0.070 | +0.54% | +5.13% | 15,939.9 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 108,976 | 8,634.2 | +4.52% | 3.450 | +0.15% | 0.020 | +2.15% | +3.85% | 34,956.2 | ||
BIGT | Roundhill BIG Tech ETF | 140,182 | 8,017.0 | +15.41% | 3.210 | +0.43% | 233.640 | +34.63% | +5.09% | 6.6 |
IMZ Advisory Inc's Historical Top Holdings Breakdowns
IMZ Advisory Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XLP | Consumer Staples Select Sector SPDR | 2025-06-30 | Add Add | +1.03% | 76.35 ($81.14) 82.88 | $81.65 | 0.63% | Add 31.61% | 132,202 | 31,751 | |
XLF | Financial Select Sector SPDR | 2025-06-30 | Add Add | +0.60% | 43.92 ($49.5) 52.37 | $53.10 | 7.27% | Add 5.74% | 526,409 | 28,557 | |
XLV | Health Care Select Sector SPDR | 2025-06-30 | Add Add | +0.60% | 128.77 ($135.21) 146.01 | $136.27 | 0.78% | Add 9.58% | 130,526 | 11,410 | |
BIGT | Roundhill BIG Tech ETF | 2025-06-30 | Add Add | +0.43% | 40.5 ($49.35) 55.58 | $31.33 | -36.51% | Add 15.41% | 140,182 | 18,718 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-06-30 | Reduce Reduce | -0.35% | 50.36 ($50.51) 50.68 | $50.61 | 0.20% | Reduce -3.86% | 377,971 | -15,180 | |
HD | The Home Depot Inc | 2025-06-30 | Sold Out Sold Out | -0.28% | 335.24 ($361.94) 380.78 | $376.35 | 3.98% | Sold Out | 0 | -1,702 | |
XLC |
Communication Services Select Sector SPDR Fund
Communication Services Select Sector SPDR Fund
| 2025-06-30 | Add Add | +0.21% | 86.13 ($98.47) 108.53 | $108.45 | 10.14% | Add 2.57% | 198,048 | 4,966 | |
XLU | Utilities Select Sector SPDR ETF | 2025-06-30 | Add Add | +0.21% | 73.09 ($79.67) 82.77 | $84.41 | 5.95% | Add 9.4% | 74,574 | 6,406 | |
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 2025-06-30 | Reduce Reduce | -0.18% | 176.34 ($204.4) 218.59 | $226.55 | 10.84% | Reduce -2.01% | 97,070 | -1,990 | |
JMST |
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
| 2025-06-30 | Add Add | +0.17% | 50.52 ($50.75) 50.92 | $50.94 | 0.37% | Add 8.17% | 110,003 | 8,305 |
IMZ Advisory Inc Total Holding History ($B)
IMZ Advisory Inc's Asset Allocation
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 2025-06-30
IMZ Advisory Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
IMZ Advisory Inc's Holdings Heat Map
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IMZ Advisory Inc's Holdings Bubble Chart
IMZ Advisory Inc News
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