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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DHID R Horton Inc
Recent Activity
Exited
0%
$206,498
1,118 shares@ $184.71 avg price