IA
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IMZ Advisory Inc13F | |
| IMZ Advisory Inc | |
| Last update 2025-04-10 | 41 Stocks (6 new) |
| Value $220.00 Mil | Turnover 8 % |
IMZ Advisory Inc Top Holdings of 2025-03-31
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| 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 | +35.59% | +12.66% | 82,405.1 | ||
XLF | Financial Select Sector SPDR | 497,852 | 24,798.0 | +3.34% | 11.250 | +0.36% | 0.050 | +12.95% | +9.42% | 51,197.0 | ||
JPST | JPMorgan Ultra-Short Income ETF | 393,151 | 19,905.2 | +6.18% | 9.030 | +0.53% | 0.060 | +1.29% | +2.68% | 32,058.9 | ||
XLY |
Consumer Discretionary Select Sector SPDR
Consumer Discretionary Select Sector SPDR
| 99,060 | 19,560.4 | +14.29% | 8.870 | +1.11% | 0.100 | +19.03% | -1.36% | 22,540.2 | ||
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 | +18.54% | +10.79% | 23,656.3 | ||
XLV | Health Care Select Sector SPDR | 119,116 | 17,392.1 | -16.84% | 7.890 | -1.51% | 0.050 | -1.58% | -2.69% | 33,361.2 | ||
XLI | Industrial Select Sector SPDR | 106,667 | 13,980.8 | -0.41% | 6.340 | -0.03% | 0.070 | +21.52% | +15.91% | 22,470.3 | ||
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 | +1.73% | +3.63% | 34,956.3 | ||
XLP | Consumer Staples Select Sector SPDR | 100,451 | 8,203.8 | -4.86% | 3.720 | -0.18% | 0.050 | -0.25% | +4.44% | 16,203.5 | ||
BIGT | Roundhill BIG Tech ETF | 121,464 | 5,570.3 | New Holding | 2.530 | +2.53% | 202.440 | +27.19% | +2.88% | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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 | $132.72 | -8.64% | 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 | $261.06 | 15.14% | 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 | $220.22 | 1.54% | 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 | $41.72 | 0.14% | 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 | $90.01 | 3.00% | 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 | $50.57 | 0.12% | 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 | $82.37 | 5.41% | 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 | $52.51 | 4.69% | 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 | $359.04 | -7.87% | New holding | 1,702 | 1,702 |
IMZ Advisory Inc Total Holding History ($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 2025-03-31
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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