IMZ Advisory Inc
CIK 2017735 · Holdings on Dec 31, 2023 · First reported Apr 2, 2024
Top ten holdings
Q4 2023- XLK20.58%
- XLV11.92%
- XLF9.43%
- XLY8.29%
- XLC8.20%
- JPST8.20%
- XLI7.24%
- XLP4.76%
- XLE3.38%
- VCSH3.29%
Share classes counted separately85.29%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $38.18M | 20.58% | 188.47K shares | Prior unavailable — | — | ↗▾ |
| 02 | XLVSS HEALTH CARE SELECT SECTORSBI HEALTHCARE View history and evidence | $22.12M | 11.92% | 151.92K shares | Prior unavailable — | — | ↗▾ |
| 03 | XLFSS FINANCIAL SELECT SECTORFINANCIAL View history and evidence | $17.50M | 9.43% | 441.52K shares | Prior unavailable — | — | ↗▾ |
| 04 | XLYSS CONSUMER DISC SELECT SECTSBI CONS DISCR View history and evidence | $15.38M | 8.29% | 85.91K shares | Prior unavailable — | — | ↗▾ |
| 05 | XLCSS COMM SELECT SECTOR SPDRCOMMUNICATION View history and evidence | $15.21M | 8.20% | 192.65K shares | Prior unavailable — | — | ↗▾ |
| 06 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT INC View history and evidence | $15.21M | 8.20% | 302.08K shares | Prior unavailable — | — | ↗▾ |
| 07 | XLISS INDUSTRIAL SELECT SECTORINDL View history and evidence | $13.43M | 7.24% | 113.77K shares | Prior unavailable — | — | ↗▾ |
| 08 | XLPSS CONSUMER STAPLES SEL SECTSBI CONS STPLS View history and evidence | $8.84M | 4.76% | 120.57K shares | Prior unavailable — | — | ↗▾ |
| 09 | XLESS ENERGY SELECT SECTORENERGY View history and evidence | $6.26M | 3.38% | 73.18K shares | Prior unavailable — | — | ↗▾ |
| 10 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $6.10M | 3.29% | 79.24K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2017735 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-04-02
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 185533591
}Research all 34 reported holdings.
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