The Analysis of IMZ Advisory Inc's Holdings
Currently, IMZ Advisory Inc holds 41 types of securities in its portfolio with a total value $268.6M. In the most recent quarter, they have increased their positions in XLK (+9.2K shares, valued at $2.6M), XLI (+12.1K shares, valued at $1.9M), JPST (+33.7K shares, valued at $1.7M); decreased their positions in JMST (-25.3K shares, valued at $1.3M), XLV (-8.0K shares, valued at $1.1M), XLP (-3.5K shares, valued at $275.3K); initiated new positions in HD (+572 shares, valued at $231.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
XLK SELECT SECTOR SPDR TR250.3K shares3.81%2025-09-302025-10-09
XLF SELECT SECTOR SPDR TR527.9K shares0.28%2025-09-302025-10-09 XLC SELECT SECTOR SPDR TR203.1K shares2.56%2025-09-302025-10-09 XLY SELECT SECTOR SPDR TR97.2K shares0.12%2025-09-302025-10-09 JPST J P MORGAN EXCHANGE TRADED F411.6K shares8.90%2025-09-302025-10-09 XLI SELECT SECTOR SPDR TR116.4K shares11.60%2025-09-302025-10-09 XLV SELECT SECTOR SPDR TR122.6K shares-6.10%2025-09-302025-10-09 XLP SELECT SECTOR SPDR TR128.7K shares-2.66%2025-09-302025-10-09 MAGS LISTED FDS TR140.5K shares0.24%2025-09-302025-10-09 VCSH VANGUARD SCOTTSDALE FDS110.9K shares1.75%2025-09-302025-10-09 XLU SELECT SECTOR SPDR TR76.4K shares2.49%2025-09-302025-10-09 XLE SELECT SECTOR SPDR TR51.3K shares-3.86%2025-09-302025-10-09 JMST J P MORGAN EXCHANGE TRADED F84.7K shares-23.02%2025-09-302025-10-09 AAPL APPLE INC16.8K shares-0.64%2025-09-302025-10-09 NVDA NVIDIA CORPORATION17.8K shares0.51%2025-09-302025-10-09 MSFT MICROSOFT CORP5.2K shares0.96%2025-09-302025-10-09 AMZN AMAZON COM INC7.1K shares1.13%2025-09-302025-10-09 IBM INTERNATIONAL BUSINESS MACHS3.8K shares-8.95%2025-09-302025-10-09 BRK.B BERKSHIRE HATHAWAY INC DEL2.0K shares-0.73%2025-09-302025-10-09 JPM JPMORGAN CHASE & CO.2.3K shares10.68%2025-09-302025-10-09 META META PLATFORMS INC935 shares3.66%2025-09-302025-10-09 AVGO BROADCOM INC1.8K shares-16.10%2025-09-302025-10-09 XLRE SELECT SECTOR SPDR TR13.7K shares-10.43%2025-09-302025-10-09 LLY ELI LILLY & CO739 shares13.17%2025-09-302025-10-09 IVV ISHARES TR713 shares30.11%2025-09-302025-10-09 IYW ISHARES TR2.3K shares0.00%2025-09-302025-10-09 XLB SELECT SECTOR SPDR TR4.9K shares-8.21%2025-09-302025-10-09 UNH UNITEDHEALTH GROUP INC1.2K shares11.74%2025-09-302025-10-09 GOOG ALPHABET INC1.7K shares-2.25%2025-09-302025-10-09 WMT WALMART INC3.8K shares6.40%2025-09-302025-10-09 ADP AUTOMATIC DATA PROCESSING IN1.2K shares0.00%2025-09-302025-10-09 QQQ INVESCO QQQ TR555 shares44.91%2025-09-302025-10-09 JNJ JOHNSON & JOHNSON1.7K shares0.81%2025-09-302025-10-09 CB CHUBB LIMITED1.1K shares0.00%2025-09-302025-10-09 COST COSTCO WHSL CORP NEW308 shares10.39%2025-09-302025-10-09 AMD ADVANCED MICRO DEVICES INC1.7K shares-3.76%2025-09-302025-10-09 GD GENERAL DYNAMICS CORP782 shares0.39%2025-09-302025-10-09 T AT&T INC8.7K shares1.01%2025-09-302025-10-09 VGT VANGUARD WORLD FD317 shares-14.56%2025-09-302025-10-09 PG PROCTER AND GAMBLE CO1.5K shares0.53%2025-09-302025-10-09 HD HOME DEPOT INC572 sharesnew addition2025-09-302025-10-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available