Cory Davis
@Imz Advisory Inc
Latest period2024 - Q4ReportedManaged Assets$219.197MTotal holdings37
Assets growth rate1.4%Assets growth rate (2-Q avg)4.65%Continuous growth in asset value4 quarters
Portfolio positions
This chart displays the top 10 holdings in Imz Advisory Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 37 positions.
Assets under management
The assets under management (AUM) of Imz Advisory Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 219.197M in assets, with a quarterly growth rate of 1.4% and a 2-quarter average growth rate of 4.65%. The portfolio is managed by Cory Davis, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TSLATesla Inc
| 0.1% | $204,343 506 shares@ $403.84 avg price | New Position |