IMZ Advisory Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, IMZ Advisory Inc held in its portfolio 38 assets valued at $273,140,759 (i.e. $273.14M).
The most valuable assets in the portfolio included: SELECT SECTOR SPDR TR ($72.20M), SELECT SECTOR SPDR TR ($33.14M), and SELECT SECTOR SPDR TR ($29.03M).
The chart below shows the top 10 valuable assets, and the table below shows the top 38 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
IMZ Advisory Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 501507 | 72201893 | STATE STREET TEC |
| SELECT SECTOR SPDR TR | 320954 | 33135055 | STATE STREET CON |
| SELECT SECTOR SPDR TR | 530015 | 29028924 | STATE STREET FIN |
| SELECT SECTOR SPDR TR | 204509 | 24074837 | STATE STREET COM |
| SELECT SECTOR SPDR TR | 133055 | 20596960 | STATE STREET HEA |
| J P MORGAN EXCHANGE TRADED F | 399020 | 20186436 | ULTRA SHRT ETF |
| SELECT SECTOR SPDR TR | 110617 | 17158895 | STATE STREET IND |
| VANGUARD SCOTTSDALE FDS | 115003 | 9169227 | SHRT TRM CORP BD |
| LISTED FDS TR | 138976 | 9166877 | ROUNDHILL MAGNIF |
| SELECT SECTOR SPDR TR | 154099 | 6578487 | STATE STREET UTI |
| SELECT SECTOR SPDR TR | 112060 | 5010182 | STATE STREET ENE |
| APPLE INC | 16620 | 4518290 | COM |
| J P MORGAN EXCHANGE TRADED F | 85025 | 4331166 | ULTRA SHT MUNCPL |
| NVIDIA CORPORATION | 17784 | 3316742 | COM |
| MICROSOFT CORP | 5088 | 2460471 | COM |
| AMAZON COM INC | 6764 | 1561266 | COM |
| INTERNATIONAL BUSINESS MACHS | 3837 | 1136446 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2024 | 1017364 | CL B NEW |
| ELI LILLY & CO | 740 | 795581 | COM |
| JPMORGAN CHASE & CO. | 2384 | 768031 | COM |
| META PLATFORMS INC | 959 | 632878 | CL A |
| SELECT SECTOR SPDR TR | 13203 | 532761 | STATE STREET REA |
| BROADCOM INC | 1516 | 524677 | COM |
| ISHARES TR | 730 | 499957 | CORE S&P500 ETF |
| ALPHABET INC | 1559 | 489358 | CAP STK CL C |
| SELECT SECTOR SPDR TR | 9580 | 434463 | STATE STREET MAT |
| UNITEDHEALTH GROUP INC | 1291 | 426056 | COM |
| WALMART INC | 3806 | 423978 | COM |
| ADVANCED MICRO DEVICES INC | 1689 | 361716 | COM |
| JOHNSON & JOHNSON | 1741 | 360390 | COM |
| CHUBB LIMITED | 1092 | 340721 | COM |
| INVESCO QQQ TR | 554 | 340150 | UNIT SER 1 |
| AUTOMATIC DATA PROCESSING IN | 1230 | 316440 | COM |
| COSTCO WHSL CORP NEW | 317 | 273267 | COM |
| GENERAL DYNAMICS CORP | 786 | 264574 | COM |
| ISHARES TR | 1317 | 263052 | U.S. TECH ETF |
| VANGUARD WORLD FD | 317 | 238753 | INF TECH ETF |
| HOME DEPOT INC | 594 | 204438 | COM |
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