IMZ Advisory Inc

Q4 2024 13F Holdings

  • Location
    boca raton, FL
  • Num holdings

    37

  • Value ($000)

    $219,197

  • Date Filed
    01/13/2025
  • Form type
    13F-HR
  • CIK
    0002017735
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
$52.99M
24 %

227,910

XLF
XLF

SELECT SECTOR SPDR TR

FINANCIAL
$23.28M
11 %

481,764

XLV
XLV

SELECT SECTOR SPDR TR

SBI HEALTHCARE
$19.70M
9 %

143,230

XLY
XLY

SELECT SECTOR SPDR TR

SBI CONS DISCR
$19.45M
9 %

86,674

JPST
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
$18.65M
9 %

370,279

XLC
XLC

SELECT SECTOR SPDR TR

COMMUNICATION
$18.30M
8 %

189,079

XLI
XLI

SELECT SECTOR SPDR TR

INDL
$14.11M
6 %

107,111

XLP
XLP

SELECT SECTOR SPDR TR

SBI CONS STPLS
$8.30M
4 %

105,587

VCSH
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
$7.51M
3 %

96,302

JMST
JMST

J P MORGAN EXCHANGE TRADED F

ULTRA SHT MUNCPL
$5.17M
2 %

101,959

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