13F Filings History of IMZ Advisory Inc

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$273,140,759
Signature - Title
Cory Davis - Partner
Location
Boca Raton, FL
Summary
This page shows a list of all the recent 13F filings made by IMZ Advisory Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. IMZ Advisory Inc reported 39 stock holdings with total value $273,140,759 as of Q4 2025. Top holdings included XLK, XLF, XLC, XLY, and XLV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 39 $273,140,759 +$56,613,084 -$2,963,425 +$53,649,659 XLK, XLF, XLC, XLY, XLV 13F-HR 20 Jan 2026, 21:32
Q3 2025 41 $268,610,033 +$7,976,762 -$3,280,335 +$4,696,427 XLK, XLF, XLC, XLY, JPST 13F-HR 09 Oct 2025, 09:51
Q2 2025 40 $249,912,998 +$9,558,178 -$3,389,933 +$6,168,245 XLK, XLF, XLY, XLC, JPST 13F-HR 23 Jul 2025, 16:01
Q1 2025 41 $220,478,897 +$16,721,060 -$8,756,378 +$7,964,682 XLK, XLF, JPST, XLY, XLC 13F-HR 09 Apr 2025, 13:44
Q4 2024 37 $219,197,184 +$3,761,012 -$4,154,687 -$393,675 XLK, XLF, XLV, XLY, JPST 13F-HR 13 Jan 2025, 19:11
Q3 2024 37 $216,191,147 +$12,005,169 -$5,397,675 +$6,607,494 XLK, XLF, XLV, JPST, XLY 13F-HR 07 Oct 2024, 17:29
Q2 2024 31 $200,374,136 +$8,690,144 -$4,307,529 +$4,382,615 XLK, XLV, XLF, JPST, XLC 13F-HR 12 Jul 2024, 13:36
Q1 2024 30 $193,940,269 +$4,768,232 -$2,309,641 +$2,458,591 XLK, XLV, XLF, JPST, XLY 13F-HR 15 Apr 2024, 21:00
Q4 2023 34 $183,009,297 $0 $0 $0 XLK, XLV, XLF, XLY, XLC 13F-HR 02 Apr 2024, 11:18