Imz Advisory Inc Top Holdings and 13F Report (2026) About Imz Advisory IncInvestment ActivityImz Advisory Inc has $315.81 million in total holdings as of June 30, 2026.Imz Advisory Inc owns shares of 38 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 6.25% of the portfolio was purchased this quarter.About 2.52% of the portfolio was sold this quarter.This quarter, Imz Advisory Inc has purchased 39 new stocks and bought additional shares in 23 stocks.Imz Advisory Inc sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $93,626,885Financial Select Sector SPDR Fund $29,540,502JPMorgan Ultra-Short Income ETF $28,918,047Consumer Discretionary Select Sector SPDR Fund $24,992,960Communication Services Select Sector SPDR Fund $24,911,625 Largest New Holdings this Quarter 437076102 - Home Depot $206,677 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 173,316 shares (about $8.76M)Communication Services Select Sector SPDR Fund 21,763 shares (about $2.33M)Health Care Select Sector SPDR Fund 10,818 shares (about $1.72M)Consumer Staples Select Sector SPDR Fund 17,667 shares (about $1.47M)Energy Select Sector SPDR Fund 23,612 shares (about $1.25M) Largest Sales this Quarter Technology Select Sector SPDR Fund 18,388 shares (about $3.50M)JPMorgan Ultra-Short Municipal ETF 67,658 shares (about $3.45M)iShares Core S&P 500 ETF 291 shares (about $217.82K)Advanced Micro Devices 140 shares (about $81.33K)Materials Select Sector SPDR Fund 1,164 shares (about $59.17K) 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$93,626,885$3,503,283 â–¼-3.6%491,42829.6%ETFXLFFinancial Select Sector SPDR Fund$29,540,502$438,905 â–²1.5%551,0269.4%ETFJPSTJPMorgan Ultra-Short Income ETF$28,918,047$8,764,589 â–²43.5%571,8429.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$24,992,960$1,175,029 â–²4.9%213,1057.9%FinanceXLCCommunication Services Select Sector SPDR Fund$24,911,625$2,331,474 â–²10.3%232,5367.9%ETFXLVHealth Care Select Sector SPDR Fund$24,240,662$1,716,381 â–²7.6%152,7847.7%ETFXLIIndustrial Select Sector SPDR Fund$20,526,627$542,353 â–²2.7%110,8176.5%ETFXLPConsumer Staples Select Sector SPDR Fund$11,567,368$1,467,602 â–²14.5%139,2483.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$10,070,482$624,970 â–²6.6%127,4263.2%ETFLISTED FDS TR$9,965,875$529,704 â–²5.6%154,9903.2%ROUN MA SEVE ETFXLUUtilities Select Sector SPDR Fund$7,290,746$358,503 â–²5.2%160,8022.3%ETFXLEEnergy Select Sector SPDR Fund$7,142,506$1,254,035 â–²21.3%134,4852.3%ETFAAPLApple$4,647,999$2,604 â–²0.1%16,0631.5%Computer and TechnologyNVDANVIDIA$3,614,729$13,206 â–²0.4%18,0661.1%Computer and TechnologyMSFTMicrosoft$1,904,284$14,175 â–¼-0.7%5,1050.6%Computer and TechnologyAMZNAmazon.com$1,643,831$20,974 â–²1.3%6,8970.5%Retail/WholesaleIBMInternational Business Machines$1,079,0680.0%3,8370.3%Computer and TechnologyBRK.BBerkshire Hathaway$995,776$20,016 â–¼-2.0%1,9900.3%FinanceAMDAdvanced Micro Devices$899,830$81,327 â–¼-8.3%1,5490.3%Computer and TechnologyLLYEli Lilly and Company$896,817$1,199 â–²0.1%7480.3%MedicalJPMJPMorgan Chase & Co.$721,826$42,557 â–¼-5.6%2,2050.2%FinanceAVGOBroadcom$587,334$1,133 â–²0.2%1,5550.2%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$547,292$3,450,627 â–¼-86.3%10,7310.2%ETFGOOGAlphabet$542,779$353 â–²0.1%1,5360.2%Computer and TechnologyMETAMeta Platforms$524,741$3,941 â–¼-0.7%9320.2%Computer and TechnologyUNHUnitedHealth Group$495,207$26,195 â–¼-5.0%1,1910.2%MedicalJNJJohnson & Johnson$452,494$1,777 â–²0.4%1,7820.1%MedicalWALMART INC$433,662$1,699 â–²0.4%3,8290.1%COMQQQInvesco QQQ$408,249$10,317 â–¼-2.5%5540.1%FinanceCBChubb$374,226$1,022 â–²0.3%1,0980.1%FinanceXLREReal Estate Select Sector SPDR Fund$358,916$38,833 â–¼-9.8%8,1520.1%ETFIVViShares Core S&P 500 ETF$342,077$217,821 â–¼-38.9%4570.1%ETFVGTVanguard Information Technology ETF$303,209$265,323 â–²700.3%2,5370.1%ETFGDGeneral Dynamics$281,552$1,417 â–²0.5%7950.1%AerospaceADPAutomatic Data Processing$279,696$2,463 â–²0.9%1,2490.1%Computer and TechnologyCOSTCostco Wholesale$248,860$50,520 â–¼-16.9%2660.1%Retail/WholesaleXLBMaterials Select Sector SPDR Fund$228,346$59,171 â–¼-20.6%4,4920.1%ETFHDHome Depot$206,677$206,677 â–²New Holding5860.1%Retail/WholesaleIYWiShares U.S. Technology ETF$0$245,774 â–¼-100.0%00.0%ManufacturingTAT&T$0$201,474 â–¼-100.0%00.0%Computer and TechnologyShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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