0001085146-24-001811.txt : 20240416 0001085146-24-001811.hdr.sgml : 20240416 20240415210056 ACCESSION NUMBER: 0001085146-24-001811 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240416 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240416 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IMZ Advisory Inc CENTRAL INDEX KEY: 0002017735 ORGANIZATION NAME: IRS NUMBER: 863413861 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24041 FILM NUMBER: 24845927 BUSINESS ADDRESS: STREET 1: 137 W ROYAL PALM ROAD CITY: BOCA RATON STATE: FL ZIP: 33432 BUSINESS PHONE: 5613682336 MAIL ADDRESS: STREET 1: 137 W ROYAL PALM ROAD CITY: BOCA RATON STATE: FL ZIP: 33432 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002017735 XXXXXXXX 03-31-2024 03-31-2024 false IMZ Advisory Inc
137 W ROYAL PALM ROAD BOCA RATON FL 33432
13F HOLDINGS REPORT 028-24041 N
Cory Davis Partner 561-368-2336 /s/Cory Davis Boca Raton FL 04-15-2024 0 30 193940269 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 743438 4119 SH SOLE 4119 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 275591 1810 SH SOLE 1810 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 1310641 7266 SH SOLE 7266 0 0 APPLE INC COM 037833100 BBG001S5N8V8 3040671 17732 SH SOLE 17732 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 299854 1201 SH SOLE 1201 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 853235 2029 SH SOLE 2029 0 0 ELI LILLY & CO COM 532457108 BBG001S5STL8 503747 648 SH SOLE 648 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 871776 4565 SH SOLE 4565 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 298161 567 SH SOLE 567 0 0 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 522937 3872 SH SOLE 3872 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 17497074 346820 SH SOLE 346820 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 BBG00M8D2458 5667616 111699 SH SOLE 111699 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 280867 1402 SH SOLE 1402 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 367154 756 SH SOLE 756 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 2061129 4899 SH SOLE 4899 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1657364 1834 SH SOLE 1834 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 BBG00L5F9FV7 15323188 187646 SH SOLE 187646 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 6669790 70647 SH SOLE 70647 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 18675610 443391 SH SOLE 443391 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 14725443 116906 SH SOLE 116906 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 2464344 62341 SH SOLE 62341 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 16091605 87507 SH SOLE 87507 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 8987216 117695 SH SOLE 117695 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 22041353 149200 SH SOLE 149200 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 3203262 48793 SH SOLE 48793 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 BBG001S7R733 3323299 35777 SH SOLE 35777 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 39578740 190036 SH SOLE 190036 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 305165 617 SH SOLE 617 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 6075678 78589 SH SOLE 78589 0 0 WALMART INC COM 931142103 BBG001S5XH92 224321 3728 SH SOLE 3728 0 0