Holdings of IMZ Advisory Inc
38 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 85.7 % of the equity sleeve
Sector breakdown
- Technology 4.1 %
- Financials 0.6 %
- Health care 0.6 %
- Consumer discretionary 0.5 %
- Communication 0.4 %
- Consumer staples 0.3 %
- Funds 0.3 %
- Industrials 0.2 %
- Unattributed 92.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 38 | 264.1M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | SELECT SECTOR SPDR TRUST (THE) | 509,816 | 67.8M $ | |
| 2 | Select Sector Spdr Trust | 542,839 | 26.8M $ | |
| 3 | SELECT SECTOR SPDR TRUST (THE) | 210,773 | 23.4M $ | |
| 4 | Select Sector Spdr Trust | 203,086 | 22.1M $ | |
| 5 | State Street Health Care Select Sector SPDR ETF | 141,966 | 20.8M $ | |
| 6 | JPMorgan Ultra-Short Income ETF | 398,526 | 20.2M $ | |
| 7 | Select Sector Spdr Trust | 107,889 | 17.4M $ | |
| 8 | Select Sector Spdr Trust | 121,581 | 10M $ | |
| 9 | VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF | 119,518 | 9.5M $ | |
| 10 | Roundhill Magnificent Seven ET | 146,752 | 8.5M $ | |
| 11 | State Street Utilities Select Sector SPDR ETF | 152,895 | 7M $ | |
| 12 | Select Sector Spdr Trust | 110,873 | 6.8M $ | |
| 13 | Apple Inc | 16,054 | 4.1M $ | |
| 14 | JPMorgan Ultra-Short Municipal Income ETF | 78,389 | 4M $ | |
| 15 | NVIDIA Corp | 18,000 | 3.1M $ | |
| 16 | Microsoft Corp | 5,143 | 1.9M $ | |
| 17 | Amazon.com Inc | 6,809 | 1.4M $ | |
| 18 | Berkshire Hathaway Inc | 2,030 | 972.8K $ | |
| 19 | International Business Machines Corp. | 3,837 | 930K $ | |
| 20 | JPMorgan Chase & Co | 2,335 | 686.9K $ | |
| 21 | Eli Lilly & Co | 747 | 686.7K $ | |
| 22 | Meta Platforms Inc | 939 | 537.1K $ | |
| 23 | iShares Core S&P 500 ETF | 748 | 488.5K $ | |
| 24 | Broadcom Inc | 1,552 | 480.4K $ | |
| 25 | Walmart Inc | 3,814 | 473.9K $ | |
| 26 | Alphabet Inc | 1,535 | 440.4K $ | |
| 27 | Johnson & Johnson | 1,775 | 434K $ | |
| 28 | Select Sector Spdr Trust | 9,034 | 368.9K $ | |
| 29 | Advanced Micro Devices Inc | 1,689 | 343.6K $ | |
| 30 | UnitedHealth Group Inc | 1,254 | 339.4K $ | |
| 31 | Invesco QQQ Trust Series 1 | 568 | 328.1K $ | |
| 32 | Costco Wholesale Corp | 320 | 319K $ | |
| 33 | State Street Materials Select Sector SPDR ETF | 5,656 | 282.6K $ | |
| 34 | General Dynamics Corp | 791 | 271.5K $ | |
| 35 | Automatic Data Processing Inc | 1,238 | 251.6K $ | |
| 36 | iShares U.S. Technology ETF | 1,355 | 245.8K $ | |
| 37 | Vanguard Information Technology ETF | 317 | 221.1K $ | |
| 38 | AT&T Inc | 6,950 | 201.5K $ | |