Imz-Advisory
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "T", "AVGO", "GD", "HD", "META", "MSFT", null, "PEP", "IVV", "UNH", "AAPL", "NVDA", "PG", null, null, null, null, "IBM", null, "XLB", null, null, null, null, "AMD", "AMZN", null, "VGT", null, "WMT", null, "ADP", "BRK-B", "CB", "COST", "GOOG", "JNJ", "LLY", "XLK", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-09
- Total Holdings
- 41
- Total Value
- 220478897
- Accession Number
- 0001085146-25-001957
- Form Type
- 13F-HR
- CIK
- imz-advisory
- Manager Name
- Imz-Advisory
Data Enrichment
66% identified27 identified14 unidentified
Holdings
41 positions • $220.5M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 371 | QoQ +0.27% (-1)YoY NEW(+371) | All Managers (Combined) | $201.0K | 0.1% ($201.0K/$220.5M) | YoY NEW(+$201.0K) |