Imz Advisory Inc Top Holdings and 13F Report (2025) About Imz Advisory IncInvestment ActivityImz Advisory Inc has $268.61 million in total holdings as of September 30, 2025.Imz Advisory Inc owns shares of 41 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.97% of the portfolio was purchased this quarter.About 1.22% of the portfolio was sold this quarter.This quarter, Imz Advisory Inc has purchased 40 new stocks and bought additional shares in 24 stocks.Imz Advisory Inc sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $70,539,280Financial Select Sector SPDR Fund $28,436,728Communication Services Select Sector SPDR Fund $24,043,911Consumer Discretionary Select Sector SPDR Fund $23,288,737JPMorgan Ultra-Short Income ETF $20,881,912 Largest New Holdings this Quarter 437076102 - Home Depot $231,663 Holding Largest Purchases this Quarter Technology Select Sector SPDR Fund 9,193 shares (about $2.59M)Industrial Select Sector SPDR Fund 12,097 shares (about $1.87M)JPMorgan Ultra-Short Income ETF 33,657 shares (about $1.71M)Communication Services Select Sector SPDR Fund 5,077 shares (about $600.96K)Home Depot 572 shares (about $231.66K) Largest Sales this Quarter JPMorgan Ultra-Short Municipal ETF 25,327 shares (about $1.29M)Health Care Select Sector SPDR Fund 7,962 shares (about $1.11M)Consumer Staples Select Sector SPDR Fund 3,513 shares (about $275.31K)Energy Select Sector SPDR Fund 2,058 shares (about $183.86K)Broadcom 339 shares (about $111.85K) 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$70,539,280$2,591,134 ▲3.8%250,26426.3%ETFXLFFinancial Select Sector SPDR Fund$28,436,728$79,081 ▲0.3%527,87710.6%ETFXLCCommunication Services Select Sector SPDR Fund$24,043,911$600,965 ▲2.6%203,1259.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$23,288,737$26,840 ▲0.1%97,1828.7%FinanceJPSTJPMorgan Ultra-Short Income ETF$20,881,912$1,707,422 ▲8.9%411,6287.8%ETFXLIIndustrial Select Sector SPDR Fund$17,945,120$1,865,720 ▲11.6%116,3536.7%ETFXLVHealth Care Select Sector SPDR Fund$17,057,210$1,108,070 ▼-6.1%122,5646.4%ETFXLPConsumer Staples Select Sector SPDR Fund$10,085,355$275,314 ▼-2.7%128,6893.8%ETFBIGTRoundhill Magnificent Seven ETF$9,114,192$21,988 ▲0.2%140,5213.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$8,862,849$152,426 ▲1.7%110,8833.3%ETFXLUUtilities Select Sector SPDR Fund$6,665,611$162,036 ▲2.5%76,4322.5%ETFXLEEnergy Select Sector SPDR Fund$4,578,923$183,861 ▼-3.9%51,2531.7%ETFJMSTJPMorgan Ultra-Short Municipal ETF$4,321,840$1,292,683 ▼-23.0%84,6761.6%ETFAAPLApple$4,285,508$27,501 ▼-0.6%16,8301.6%Computer and TechnologyNVDANVIDIA$3,329,480$16,979 ▲0.5%17,8451.2%Computer and TechnologyMSFTMicrosoft$2,672,546$25,379 ▲1.0%5,1601.0%Computer and TechnologyAMZNAmazon.com$1,550,603$17,346 ▲1.1%7,0620.6%Retail/WholesaleIBMInternational Business Machines$1,082,469$106,384 ▼-8.9%3,8360.4%Computer and TechnologyBRK.BBerkshire Hathaway$1,022,573$7,541 ▼-0.7%2,0340.4%FinanceJPMJPMorgan Chase & Co.$739,145$71,296 ▲10.7%2,3430.3%FinanceMETAMeta Platforms$686,658$24,235 ▲3.7%9350.3%Computer and TechnologyAVGOBroadcom$582,666$111,848 ▼-16.1%1,7660.2%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$576,057$67,073 ▼-10.4%13,6730.2%ETFLLYEli Lilly and Company$563,989$65,633 ▲13.2%7390.2%MedicalIVViShares Core S&P 500 ETF$477,450$110,490 ▲30.1%7130.2%ETFIYWiShares U.S. Technology ETF$449,9110.0%2,2970.2%ManufacturingXLBMaterials Select Sector SPDR Fund$442,885$39,611 ▼-8.2%4,9420.2%ETFUNHUnitedHealth Group$430,674$45,243 ▲11.7%1,2470.2%MedicalGOOGAlphabet$411,725$9,496 ▼-2.3%1,6910.2%Computer and TechnologyWMTWalmart$392,202$23,598 ▲6.4%3,8060.1%Retail/WholesaleADPAutomatic Data Processing$359,1610.0%1,2240.1%Computer and TechnologyQQQInvesco QQQ$332,908$103,171 ▲44.9%5550.1%FinanceJNJJohnson & Johnson$321,629$2,595 ▲0.8%1,7350.1%MedicalCBChubb$307,0670.0%1,0880.1%FinanceCOSTCostco Wholesale$284,765$26,812 ▲10.4%3080.1%Retail/WholesaleAMDAdvanced Micro Devices$273,263$10,678 ▼-3.8%1,6890.1%Computer and TechnologyGDGeneral Dynamics$266,822$1,024 ▲0.4%7820.1%AerospaceTAT&T$245,200$2,457 ▲1.0%8,6830.1%Computer and TechnologyVGTVanguard Information Technology ETF$236,430$40,275 ▼-14.6%3170.1%ETFPGProcter & Gamble$232,916$1,229 ▲0.5%1,5160.1%Consumer StaplesHDHome Depot$231,663$231,663 ▲New Holding5720.1%Retail/WholesaleShowing 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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