Imz Advisory Inc.
IMZ Advisory Inc is an SEC-registered investment adviser headquartered in Boca Raton, Florida. The firm was founded in 2021 and has 4 employees. IMZ serves a diverse range of clients including retail investors, high net worth individuals, and pension/profit sharing plans, specializing in discretionary and non-discretionary asset management, portfolio construction, ongoing monitoring, and rebalancing. The firm oversees approximately $381.7 million in assets under management across a mix of client accounts.
Investment Strategy
IMZ Advisory Inc provides investment advisory services to retail clients, including portfolio management and ongoing asset allocation strategy. Client portfolios are monitored regularly with quarterly analyses and rebalancing when necessary, ensuring strategic diversification. The firm offers both discretionary management, where it has authority to trade on behalf of clients, and non-discretionary management, which is based on recommendations and client approval. IMZ's investment philosophy emphasizes personalized asset allocation tailored to client risk profile, financial goals, and needs, focusing on broad market exposures via diversified holdings such as ETFs and leading equities.
Top Holdings
Equity Positions (41)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XLK | SELECT SECTOR SPDR TR | 26.26% | $70.5M | 250,264 | $201.81 | $281.86 | +$7.6M |
X XLF | SELECT SECTOR SPDR TR | 10.59% | $28.4M | 527,877 | $39.24 | $53.87 | +$779.2K |
X XLC | SELECT SECTOR SPDR TR | 8.95% | $24.0M | 203,125 | $75.41 | $118.37 | +$3.0M |
X XLY | SELECT SECTOR SPDR TR | 8.67% | $23.3M | 97,182 | $181.68 | $239.64 | +$1.7M |
J JPST | J P MORGAN EXCHANGE TRADED F | 7.77% | $20.9M | 411,628 | $50.32 | $50.73 | +$1.8M |