Imz Advisory Inc Top Holdings and 13F Report (2024) → The Gold Grab of the Century (From Colonial Metals) (Ad) About Imz Advisory IncInvestment ActivityImz Advisory Inc has $193.94 million in total holdings as of March 31, 2024.Imz Advisory Inc owns shares of 30 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.46% of the portfolio was purchased this quarter.About 1.38% of the portfolio was sold this quarter.This quarter, Imz Advisory Inc has purchased 34 new stocks and bought additional shares in 13 stocks.Imz Advisory Inc sold shares of 13 stocks and completely divested from 4 stocks this quarter.Largest Holdings Technology Select Sector SPDR Fund $39,578,740Health Care Select Sector SPDR Fund $22,041,353Financial Select Sector SPDR Fund $18,675,610JPMorgan Ultra-Short Income ETF $17,497,074Consumer Discretionary Select Sector SPDR Fund $16,091,605 Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 44,741 shares (about $2.26M)JPMorgan Ultra-Short Municipal ETF 21,321 shares (about $1.08M)Industrial Select Sector SPDR Fund 3,139 shares (about $395.39K)Technology Select Sector SPDR Fund 1,565 shares (about $325.94K)Consumer Discretionary Select Sector SPDR Fund 1,595 shares (about $293.30K) Largest Sales this Quarter Communication Services Select Sector SPDR Fund 5,008 shares (about $408.95K)Health Care Select Sector SPDR Fund 2,717 shares (about $401.38K)Energy Select Sector SPDR Fund 2,533 shares (about $239.14K)Consumer Staples Select Sector SPDR Fund 2,879 shares (about $219.84K)NVIDIA 212 shares (about $191.58K) 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$39,578,740$325,942 ▲0.8%190,03620.4%ETFXLVHealth Care Select Sector SPDR Fund$22,041,353$401,383 ▼-1.8%149,20011.4%ETFXLFFinancial Select Sector SPDR Fund$18,675,610$78,722 ▲0.4%443,3919.6%ETFJPSTJPMorgan Ultra-Short Income ETF$17,497,074$2,257,184 ▲14.8%346,8209.0%ETFXLYConsumer Discretionary Select Sector SPDR Fund$16,091,605$293,304 ▲1.9%87,5078.3%FinanceXLCCommunication Services Select Sector SPDR Fund$15,323,188$408,954 ▼-2.6%187,6467.9%ETFXLIIndustrial Select Sector SPDR Fund$14,725,443$395,387 ▲2.8%116,9067.6%ETFXLPConsumer Staples Select Sector SPDR Fund$8,987,216$219,841 ▼-2.4%117,6954.6%ETFXLEEnergy Select Sector SPDR Fund$6,669,790$239,141 ▼-3.5%70,6473.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$6,075,678$50,560 ▼-0.8%78,5893.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$5,667,616$1,081,829 ▲23.6%111,6992.9%ETFXLBMaterials Select Sector SPDR Fund$3,323,299$3,065 ▲0.1%35,7771.7%ETFXLUUtilities Select Sector SPDR Fund$3,203,262$93,223 ▼-2.8%48,7931.7%ETFAAPLApple$3,040,671$31,552 ▼-1.0%17,7321.6%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$2,464,344$85,899 ▲3.6%62,3411.3%ETFMSFTMicrosoft$2,061,129$3,787 ▼-0.2%4,8991.1%Computer and TechnologyNVDANVIDIA$1,657,364$191,582 ▼-10.4%1,8340.9%Computer and TechnologyAMZNAmazon.com$1,310,641$14,972 ▼-1.1%7,2660.7%Retail/WholesaleIBMInternational Business Machines$871,776$29,027 ▲3.4%4,5650.4%Computer and TechnologyBRK.BBerkshire Hathaway$853,235$42,052 ▲5.2%2,0290.4%FinanceAMDAdvanced Micro Devices$743,4380.0%4,1190.4%Computer and TechnologyIYWiShares U.S. Technology ETF$522,937$145,725 ▼-21.8%3,8720.3%ManufacturingLLYEli Lilly and Company$503,747$1,555 ▲0.3%6480.3%MedicalMETAMeta Platforms$367,154$179,692 ▼-32.9%7560.2%Computer and TechnologyUNHUnitedHealth Group$305,165$7,419 ▼-2.4%6170.2%MedicalADPAutomatic Data Processing$299,8540.0%1,2010.2%Business ServicesIVViShares Core S&P 500 ETF$298,161$26,293 ▲9.7%5670.2%ETFJPMJPMorgan Chase & Co.$280,8670.0%1,4020.1%FinanceGOOGAlphabet$275,5910.0%1,8100.1%Computer and TechnologyWMTWalmart$224,321$149,527 ▲199.9%3,7280.1%Retail/WholesaleJNJJohnson & Johnson$0$260,270 ▼-100.0%00.0%MedicalTSLATesla$0$212,147 ▼-100.0%00.0%Auto/Tires/TrucksVGTVanguard Information Technology ETF$0$209,194 ▼-100.0%00.0%ETFZHZhihu$0$11,473 ▼-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 Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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