Imz Advisory Inc Top Holdings and 13F Report (2025) About Imz Advisory IncInvestment ActivityImz Advisory Inc has $249.91 million in total holdings as of June 30, 2025.Imz Advisory Inc owns shares of 40 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.82% of the portfolio was purchased this quarter.About 1.36% of the portfolio was sold this quarter.This quarter, Imz Advisory Inc has purchased 41 new stocks and bought additional shares in 25 stocks.Imz Advisory Inc sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $62,892,918Financial Select Sector SPDR Fund $27,657,510Consumer Discretionary Select Sector SPDR Fund $21,566,073Communication Services Select Sector SPDR Fund $21,030,752JPMorgan Ultra-Short Income ETF $19,125,345 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $215,022 Holding Largest Purchases this Quarter Consumer Staples Select Sector SPDR Fund 31,751 shares (about $2.57M)Health Care Select Sector SPDR Fund 11,410 shares (about $1.50M)Financial Select Sector SPDR Fund 28,557 shares (about $1.50M)Roundhill Magnificent Seven ETF 18,718 shares (about $1.07M)Utilities Select Sector SPDR Fund 6,406 shares (about $536.51K) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 15,180 shares (about $768.11K)Consumer Discretionary Select Sector SPDR Fund 1,990 shares (about $442.12K)Advanced Micro Devices 2,362 shares (about $370.81K)Industrial Select Sector SPDR Fund 2,411 shares (about $365.17K)Technology Select Sector SPDR Fund 1,025 shares (about $267.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofImz Advisory Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorXLKTechnology Select Sector SPDR Fund$62,892,918$267,412 ▼-0.4%241,07125.2%ETFXLFFinancial Select Sector SPDR Fund$27,657,510$1,500,384 ▲5.7%526,40911.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$21,566,073$442,119 ▼-2.0%97,0708.6%FinanceXLCCommunication Services Select Sector SPDR Fund$21,030,752$527,340 ▲2.6%198,0488.4%ETFJPSTJPMorgan Ultra-Short Income ETF$19,125,345$768,108 ▼-3.9%377,9717.7%ETFXLVHealth Care Select Sector SPDR Fund$17,208,508$1,504,291 ▲9.6%130,5266.9%ETFXLIIndustrial Select Sector SPDR Fund$15,790,561$365,169 ▼-2.3%104,2566.3%ETFXLPConsumer Staples Select Sector SPDR Fund$10,693,828$2,568,340 ▲31.6%132,2024.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,634,156$373,410 ▲4.5%108,9763.5%ETFBIGTRoundhill Magnificent Seven ETF$8,017,009$1,070,482 ▲15.4%140,1823.2%ETFXLUUtilities Select Sector SPDR Fund$6,245,610$536,506 ▲9.4%74,5742.5%ETFJMSTJPMorgan Ultra-Short Municipal ETF$5,600,796$422,849 ▲8.2%110,0032.2%ETFXLEEnergy Select Sector SPDR Fund$4,582,590$354,927 ▲8.4%53,3111.8%ETFAAPLApple$3,576,909$74,545 ▼-2.0%16,9381.4%Computer and TechnologyNVDANVIDIA$3,060,930$3,448 ▲0.1%17,7541.2%Computer and TechnologyMSFTMicrosoft$2,606,872$6,121 ▲0.2%5,1111.0%Computer and TechnologyAMZNAmazon.com$1,579,066$25,553 ▲1.6%6,9830.6%Retail/WholesaleIBMInternational Business Machines$1,204,3880.0%4,2130.5%Computer and TechnologyBRK.BBerkshire Hathaway$970,816$37,430 ▲4.0%2,0490.4%FinanceXLREReal Estate Select Sector SPDR Fund$638,681$70,542 ▼-9.9%15,2650.3%ETFMETAMeta Platforms$635,513$115,548 ▲22.2%9020.3%Computer and TechnologyJPMJPMorgan Chase & Co.$616,720$123,519 ▲25.0%2,1170.2%FinanceAVGOBroadcom$596,414$34,000 ▼-5.4%2,1050.2%Computer and TechnologyLLYEli Lilly and Company$503,824$772 ▲0.2%6530.2%MedicalXLBMaterials Select Sector SPDR Fund$485,752$56,569 ▼-10.4%5,3840.2%ETFIYWiShares U.S. Technology ETF$410,433$357 ▲0.1%2,2970.2%ManufacturingADPAutomatic Data Processing$369,305$905 ▼-0.2%1,2240.1%Computer and TechnologyIVViShares Core S&P 500 ETF$345,763$2,524 ▲0.7%5480.1%ETFWMTWalmart$340,034$1,711 ▲0.5%3,5770.1%Retail/WholesaleGOOGAlphabet$321,742$372 ▲0.1%1,7300.1%Computer and TechnologyUNHUnitedHealth Group$315,543$151,551 ▲92.4%1,1160.1%MedicalCBChubb$298,233$11,513 ▲4.0%1,0880.1%FinanceJNJJohnson & Johnson$281,688$1,473 ▲0.5%1,7210.1%MedicalAMDAdvanced Micro Devices$275,517$370,810 ▼-57.4%1,7550.1%Computer and TechnologyCOSTCostco Wholesale$265,720$96,193 ▼-26.6%2790.1%Retail/WholesaleVGTVanguard Information Technology ETF$254,1930.0%3710.1%ETFPGProcter & Gamble$233,852$1,241 ▲0.5%1,5080.1%Consumer StaplesGDGeneral Dynamics$232,835$1,494 ▲0.6%7790.1%AerospaceTAT&T$231,577$14,332 ▼-5.8%8,5960.1%Computer and TechnologyQQQInvesco QQQ$215,022$215,022 ▲New Holding3830.1%FinanceHDHome Depot$0$623,672 ▼-100.0%00.0%Retail/WholesalePEPPepsiCo$0$205,557 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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