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The Analysis of IMZ Advisory Inc's Holdings & P&L

Currently, IMZ Advisory Inc holds 39 types of securities in its portfolio with a total value $264.4M. In the most recent quarter, they have increased their positions in XLV (+8.9K shares, valued at $1.3M), XLK (+8.3K shares, valued at $1.1M), XLY (+6.5K shares, valued at $708.7K); decreased their positions in XLI (-2.7K shares, valued at $441.2K), JMST (-6.6K shares, valued at $338.3K), XLP (-2.8K shares, valued at $228.7K); initiated new positions in T (+7.0K shares, valued at $201.5K).

1M P&L

+15.1M+5.34%

3M P&L

+19.8M+7.14%

HY P&L

+27.1M+10.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A245.8M

93.9%

2Consumer Electronics4.1M

1.6%

3Semiconductors3.5M

1.3%

Top Industries by Stock Count

1N/A18 stocks

52.9%

2Semiconductors2 stocks

5.9%

3Discount Stores2 stocks

5.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

XLK SELECT SECTOR SPDR TR509.8K shares1.66%2026-03-312026-04-08

XLF SELECT SECTOR SPDR TR542.8K shares2.42%2026-03-312026-04-08

XLC SELECT SECTOR SPDR TR210.8K shares3.06%2026-03-312026-04-08

XLY SELECT SECTOR SPDR TR203.1K shares3.31%2026-03-312026-04-08

XLV SELECT SECTOR SPDR TR142.0K shares6.70%2026-03-312026-04-08

JPST J P MORGAN EXCHANGE TRADED F398.5K shares-0.12%2026-03-312026-04-08

XLI SELECT SECTOR SPDR TR107.9K shares-2.47%2026-03-312026-04-08

XLP SELECT SECTOR SPDR TR121.6K shares-2.24%2026-03-312026-04-08

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VCSH VANGUARD SCOTTSDALE FDS119.5K shares3.93%2026-03-312026-04-08

MAGS LISTED FDS TR146.8K shares5.60%2026-03-312026-04-08

XLU SELECT SECTOR SPDR TR152.9K shares-0.78%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR110.9K shares-1.06%2026-03-312026-04-08

AAPL APPLE INC16.1K shares-3.41%2026-03-312026-04-08

JMST J P MORGAN EXCHANGE TRADED F78.4K shares-7.80%2026-03-312026-04-08

NVDA NVIDIA CORPORATION18.0K shares1.21%2026-03-312026-04-08

MSFT MICROSOFT CORP5.1K shares1.08%2026-03-312026-04-08

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AMZN AMAZON COM INC6.8K shares0.67%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares0.30%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS3.8K shares0.00%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO2.3K shares-2.06%2026-03-312026-04-08

LLY ELI LILLY & CO747 shares0.95%2026-03-312026-04-08

META META PLATFORMS INC939 shares-2.09%2026-03-312026-04-08

IVV ISHARES TR748 shares2.47%2026-03-312026-04-08

BROADCOM INC BROADCOM INC1.6K shares2.37%2026-03-312026-04-08

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WMT WALMART INC3.8K shares0.21%2026-03-312026-04-08

ALPHABET INC ALPHABET INC1.5K shares-1.54%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON1.8K shares1.95%2026-03-312026-04-08

XLRE SELECT SECTOR SPDR TR9.0K shares-31.58%2026-03-312026-04-08

CB CHUBB LTD SWITZ1.1K shares0.27%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC1.7K shares0.00%2026-03-312026-04-08

UNH UNITEDHEALTH GROUP INC1.3K shares-2.87%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR568 shares2.53%2026-03-312026-04-08

Sponsored

COST COSTCO WHOLESALE CORPORATION320 shares0.95%2026-03-312026-04-08

XLB SELECT SECTOR SPDR TR5.7K shares-40.96%2026-03-312026-04-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP791 shares0.64%2026-03-312026-04-08

ADP AUTOMATIC DATA PROCESSING IN1.2K shares0.65%2026-03-312026-04-08

IYW ISHARES TR1.4K shares2.89%2026-03-312026-04-08

VGT VANGUARD WORLD FD317 shares0.00%2026-03-312026-04-08

T AT&T INC7.0K sharesnew addition2026-03-312026-04-08

XLK

SELECT SECTOR SPDR TR

1.66%

Shares509.8K

Event2026-03-31

Filed2026-04-08

XLF

SELECT SECTOR SPDR TR

2.42%

Shares542.8K

Event2026-03-31

Filed2026-04-08

XLC

SELECT SECTOR SPDR TR

3.06%

Shares210.8K

Event2026-03-31

Filed2026-04-08

XLY

SELECT SECTOR SPDR TR

3.31%

Shares203.1K

Event2026-03-31

Filed2026-04-08

XLV

SELECT SECTOR SPDR TR

6.70%

Shares142.0K

Event2026-03-31

Filed2026-04-08

JPST

J P MORGAN EXCHANGE TRADED F

-0.12%

Shares398.5K

Event2026-03-31

Filed2026-04-08

XLI

SELECT SECTOR SPDR TR

-2.47%

Shares107.9K

Event2026-03-31

Filed2026-04-08

XLP

SELECT SECTOR SPDR TR

-2.24%

Shares121.6K

Event2026-03-31

Filed2026-04-08

VCSH

VANGUARD SCOTTSDALE FDS

3.93%

Shares119.5K

Event2026-03-31

Filed2026-04-08

MAGS

LISTED FDS TR

5.60%

Shares146.8K

Event2026-03-31

Filed2026-04-08

XLU

SELECT SECTOR SPDR TR

-0.78%

Shares152.9K

Event2026-03-31

Filed2026-04-08

XLE

SELECT SECTOR SPDR TR

-1.06%

Shares110.9K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-3.41%

Shares16.1K

Event2026-03-31

Filed2026-04-08

JMST

J P MORGAN EXCHANGE TRADED F

-7.80%

Shares78.4K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

1.21%

Shares18.0K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

1.08%

Shares5.1K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

0.67%

Shares6.8K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

0.30%

Shares2.0K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

-2.06%

Shares2.3K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

0.95%

Shares747

Event2026-03-31

Filed2026-04-08