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  Name: IMZ Advisory Inc
  City: BOCA RATON
  State: FL
  Zip: 33432
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $193,940,000
  Total Value Change : $8,405,000
  Securities Held Change : -4
   
All Securities Held : 30
  New Positions : 0
  Closed Positions : 4
  Increased Positions : 13
  Unchanged Positions : 4
  Decreased Positions : 13

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Holdings Found : 13     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 2 - $146.43 $22,041,000 149,200 11.36% -81,000 -2,717 0.007    Closed - End Fund - E...
   (XLC)1 Year Chart         XLC Communication Services Sele... 6 - $84.40 $15,323,000 187,646 7.9% 113,000 -5,008 0.01    N/A
   (XLP)1 Year Chart         XLP SPDR Consmr Stpls Sector 8 - $77.66 $8,987,000 117,695 4.63% 151,000 -2,879 0.006    Closed - End Fund - E...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 9 - $89.99 $6,670,000 70,647 3.44% 408,000 -2,533 0.002    Closed - End Fund - E...
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 10 - $76.94 $6,076,000 78,589 3.13% -26,000 -654 0.019    N/A
   (XLU)1 Year Chart         XLU SPDR Utilities Select 13 - $69.94 $3,203,000 48,793 1.65% 128,000 -1,420 0.005    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 14 - $196.89 $3,041,000 17,732 1.57% -225,000 -184 0    Personal Computers
   (MSFT)1 Year Chart         MSFT Microsoft Corp 16 - $423.85 $2,061,000 4,899 1.06% 78,000 -9 0    Application Software
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 17 - $1,208.88 $1,657,000 1,834 0.85% 171,000 -212 0    Semiconductor - Speci...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 18 - $184.30 $1,311,000 7,266 0.68% 65,000 -83 0    Internet Software & S...
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 22 - $143.46 $523,000 3,872 0.27% -125,000 -1,079 0.002    Closed - End Fund - E...
   (FB)1 Year Chart         FB Meta Platforms Inc 24 - $492.96 $367,000 756 0.19% -166,000 -370 0    Internet Service Prov...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 25 - $490.69 $305,000 617 0.16% -24,000 -15 0    Health Care Plans
      13 Records Found
  1    
Page 1 of 1
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