13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002017735
Total reported value
$315.8M
$315.8M
37 檔
42.5%
In Q4 2024, IMZ Advisory Inc's U.S. equity holdings reached a combined market value of $315.8M, distributed across 37 disclosed stock positions.
In Q4 2024, IMZ Advisory Inc displayed an active expansion posture, initiating 1 new positions and adding to 19 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including XLK, XLF, XLV) accounted for 42.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | ETF-Tech | 24.18% | +4.03% | +0.78% | |
| 2 | XLF | Ss Financial Select Sector | ETF-Other | 10.62% | -0.79% | +1.30% | |
| 3 | XLV | Ss Health Care Select Sector | ETF-Other | 8.99% | -0.19% | +1.88% | |
| 4 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 8.87% | -0.46% | -3.81% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 8.51% | +1.53% | -2.87% | |
| 6 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 8.35% | -0.95% | -1.41% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-Other | 6.44% | -0.10% | +0.20% | |
| 8 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.79% | -0.11% | +4.80% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.43% | -0.39% | +3.12% | |
| 10 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.36% | -1.34% | -17.86% | |
| 11 | XLE | Ss Energy Select Sector | ETF-Other | 2.14% | -0.31% | -13.81% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.01% | -0.07% | -1.26% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.90% | -0.34% | +26.60% | |
| 14 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.22% | -0.03% | +52.85% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | -0.05% | -0.52% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.12% | +0.60% | |
| 17 | XLB | Ss Materials Select Sector | ETF-Other | 0.79% | -0.04% | -0.71% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | -0.02% | -2.90% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.05% | — | |
| 20 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | -0.01% | — | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.28% | +0.01% | -35.57% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | +0.02% | +2.00% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.23% | +0.15% | +1.38% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.20% | -0.03% | +0.14% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.03% | +2.65% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.18% | -0.09% | EXIT | |
| 27 | ADP | Automatic Data Processing | Stock-Tech | 0.16% | -0.01% | — | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.04% | — | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.15% | +0.03% | +0.46% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | — | -6.41% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | -0.07% | +0.37% | |
| 32 | CB | Chubb Limited | Stock-Financials | 0.13% | -0.02% | — | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.12% | — | +0.42% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | — | +0.58% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.11% | +0.02% | — | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.09% | — | — | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.09% | -0.01% | +0.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | +0.6% | +0.78% | Add |
| 2 | XLY | Ss Consumer Disc Select Sect | +0.6% | -3.81% | Trim |
| 3 | XLF | Ss Financial Select Sector | +0.6% | +1.30% | Add |
| 4 | XLRE | Ss Real Estate Select Sector | +0.4% | +52.85% | Add |
| 5 | XLC | Ss Comm Select Sector Spdr | +0.3% | -1.41% | Trim |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.3% | +26.60% | Add |
| 7 | AAPL | Apple Inc | +0.1% | -1.26% | Trim |
| 8 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | +0.1% | -2.90% | Trim |
| 10 | NVDA | Nvidia CORP | +0.1% | -0.52% | Trim |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +3.12% | Add |
| 12 | JPM | Jpmorgan Chase & Co | 0% | +2.65% | Add |
| 13 | WMT | Walmart Inc | 0% | — | Unchanged |
| 14 | EMR | Emerson Electric Co | 0% | +0.42% | Add |
| 15 | IYW | Ishares Ustechnology ETF | 0% | +0.04% | Add |
| 16 | GOOG | Alphabet Inc-cl C | 0% | -6.41% | Trim |
| 17 | MSFT | Microsoft CORP | — | +0.60% | Add |
| 18 | VGT | Vanguard Info Tech ETF | — | — | Unchanged |
| 19 | ADP | Automatic Data Processing | — | — | Unchanged |
| 20 | IVV | Ishares Core S&p 500 ETF | — | +0.37% | Add |
| 21 | META | Meta Platforms Inc-class A | — | +0.14% | Add |
| 22 | PG | Procter & Gamble Co/the | — | +0.58% | Add |
| 23 | XLP | Ss Consumer Staples Sel Sect | 0% | +4.80% | Add |
| 24 | CB | Chubb Limited | 0% | — | Unchanged |
| 25 | GD | General Dynamics CORP | 0% | +0.52% | Add |
| 26 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 28 | UNH | Unitedhealth Group Inc | 0% | +0.46% | Add |
| 29 | LLY | Eli Lilly & Co | 0% | +2.00% | Add |
| 30 | AVGO | Broadcom Inc | -0.1% | -35.57% | Trim |
| 31 | AMD | Advanced Micro Devices | -0.1% | +1.38% | Add |
| 32 | DHI | Dr Horton Inc | -0.1% | EXIT | Sold out |
| 33 | XLB | Ss Materials Select Sector | -0.1% | -0.71% | Trim |
| 34 | XLI | Ss Industrial Select Sector | -0.3% | +0.20% | Add |
| 35 | JPST | Jpmorgan Ultra-short Income | -0.4% | -2.87% | Trim |
| 36 | JMST | JPM Ultra-short Muni Income | -0.6% | -17.86% | Trim |
| 37 | XLE | Ss Energy Select Sector | -0.6% | -13.81% | Trim |
| 38 | XLV | Ss Health Care Select Sector | -0.9% | +1.88% | Add |
According to official SEC Form 13F filings, IMZ Advisory Inc reported a total U.S. public equity portfolio value of $315.8M across 37 disclosed positions in Q4 2024.
During Q4 2024, IMZ Advisory Inc's top holdings by market value included XLK (24.2%)、XLF (10.6%)、XLV (9.0%). The largest single position, XLK, represented 24.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
TSLA
市值: $204.3K
Top Position Liquidated / Trimmed
DHI
前期市值: $206.5K
In Q4 2024, IMZ Advisory Inc made 32 total portfolio adjustments, initiating 1 new buys, adding to 19 positions, trimming 11 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.