IMZ Advisory Inc - Portfolio overview

IMZ Advisory Inc has 41 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. XLK - SELECT SECTOR SPDR TR, 25.58%
2. XLF - SELECT SECTOR SPDR TR, 10.12%
3. XLC - SELECT SECTOR SPDR TR, 8.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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