IMZ Advisory Inc 13F Holdings

CIK 0002017735 · BOCA RATON, FL

As of Sep 30, 2025, IMZ Advisory Inc reported 41 positions worth $268.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—250,264$70.5M26.26%
THE FINANCIAL SELECT SECTOR SPDR FUNDXLFEquity527,877$28.4M10.59%
THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDXLC—203,125$24.0M8.95%
STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETFXLY—97,182$23.3M8.67%
JPMORGAN ULTRA-SHORT INCOMEJPST—411,628$20.9M7.77%
THE INDUSTRIAL SELECT SECTOR SPDR FUNDXLI—116,353 7.9M6.68%
THE HEALTH CARE SELECT SECTOR SPDR FUNDXLVEquity122,564 7.1M6.35%
SS CONSUMER STAPLES SEL SECTXLP—128,689 0.1M3.75%
ROUNDHILL MAGNIFICENT SEVEN ETFMAGS—140,521$9.1M3.39%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDVCSH—110,883$8.9M3.30%
STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETFXLU—76,432$6.7M2.48%
STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETFXLEEquity51,253$4.6M1.70%
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFJMST—84,676$4.3M1.61%
APPLE INCAAPLTechnology16,830$4.3M1.60%
NVIDIA CORPNVDATechnology17,845$3.3M1.24%
MICROSOFT CORPMSFTTechnology5,160$2.7M0.99%
AMAZON.COM INCAMZNEquity7,062 .6M0.58%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology3,836 .1M0.40%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services2,034 .0M0.38%
JPMORGAN CHASE & COJPMFinancial Services2,343$739.1K0.28%
META PLATFORMS INCMETACommunication Services935$686.7K0.26%
BROADCOM INCAVGOTechnology1,766$582.7K0.22%
THE REAL ESTATE SELECT SECTOR SPDR FUNDXLRE—13,673$576.1K0.21%
ELI LILLY & COLLYHealthcare739$564.0K0.21%
ISHARES CORE S&P 500 ETFIVV—713$477.5K0.18%