The Analysis of IAM Advisory, LLC's Holdings
Currently, IAM Advisory, LLC holds 102 types of securities in its portfolio with a total value $444.7M. In the most recent quarter, they have increased their positions in NOBL (+13.6K shares, valued at $1.4M), GE (+3.5K shares, valued at $1.1M), DGRW (+5.9K shares, valued at $526.7K); decreased their positions in SMH (-1.6K shares, valued at $538.2K), AVGO (-739 shares, valued at $243.8K), CIBR (-3.0K shares, valued at $231.7K); initiated new positions in GE (+3.5K shares, valued at $1.1M), ETHA (+8.5K shares, valued at $267.5K), SIL (+3.7K shares, valued at $262.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DGRW WISDOMTREE TR801.4K shares0.74%2025-09-302025-10-20
NOBL PROSHARES TR673.2K shares2.07%2025-09-302025-10-20 AVDE AMERICAN CENTY ETF TR407.6K shares0.99%2025-09-302025-10-20 CGCP CAPITAL GRP FIXED INCM ETF T1.2M shares1.66%2025-09-302025-10-20 JHML JOHN HANCOCK EXCHANGE TRADED325.0K shares-0.09%2025-09-302025-10-20 CGDV CAPITAL GROUP DIVIDEND VALUE483.3K shares0.78%2025-09-302025-10-20 QGRO AMERICAN CENTY ETF TR137.6K shares0.27%2025-09-302025-10-20 CGGR CAPITAL GROUP GROWTH ETF347.3K shares0.43%2025-09-302025-10-20 CGSD CAPITAL GRP FIXED INCM ETF T542.2K shares3.49%2025-09-302025-10-20 SMH VANECK ETF TRUST27.9K shares-5.58%2025-09-302025-10-20 CIBR FIRST TR EXCHANGE TRADED FD104.6K shares-2.83%2025-09-302025-10-20 AVUV AMERICAN CENTY ETF TR76.6K shares0.91%2025-09-302025-10-20 AVGO BROADCOM INC19.6K shares-3.63%2025-09-302025-10-20 AAPL APPLE INC23.1K shares0.55%2025-09-302025-10-20 XLF SELECT SECTOR SPDR TR91.0K shares0.36%2025-09-302025-10-20 MSFT MICROSOFT CORP8.4K shares0.01%2025-09-302025-10-20 NVDA NVIDIA CORPORATION22.7K shares-0.14%2025-09-302025-10-20 AIQ GLOBAL X FDS78.7K shares-2.61%2025-09-302025-10-20 LLY ELI LILLY & CO5.0K shares-0.88%2025-09-302025-10-20 GDX VANECK ETF TRUST47.1K shares-5.18%2025-09-302025-10-20 MCK MCKESSON CORP3.9K shares0.33%2025-09-302025-10-20 XLC SELECT SECTOR SPDR TR23.3K shares-2.88%2025-09-302025-10-20 MSI MOTOROLA SOLUTIONS INC6.0K shares0.37%2025-09-302025-10-20 LHX L3HARRIS TECHNOLOGIES INC8.8K shares1.14%2025-09-302025-10-20 GOOG ALPHABET INC10.7K shares1.20%2025-09-302025-10-20 WM WASTE MGMT INC DEL11.3K shares1.41%2025-09-302025-10-20 NOC NORTHROP GRUMMAN CORP4.1K shares1.17%2025-09-302025-10-20 MUNI PIMCO ETF TR42.9K shares-0.56%2025-09-302025-10-20 HON HONEYWELL INTL INC10.6K shares1.99%2025-09-302025-10-20 AMZN AMAZON COM INC10.1K shares-0.19%2025-09-302025-10-20 AMD ADVANCED MICRO DEVICES INC13.5K shares-0.14%2025-09-302025-10-20 LMT LOCKHEED MARTIN CORP4.3K shares2.43%2025-09-302025-10-20 AMGN AMGEN INC7.5K shares2.22%2025-09-302025-10-20 NVS NOVARTIS AG16.1K shares1.47%2025-09-302025-10-20 NFLX NETFLIX INC1.7K shares-0.06%2025-09-302025-10-20 VST VISTRA CORP10.1K shares-0.07%2025-09-302025-10-20 PNC PNC FINL SVCS GROUP INC9.8K shares-0.89%2025-09-302025-10-20 PANW PALO ALTO NETWORKS INC9.6K shares-0.05%2025-09-302025-10-20 MRK MERCK & CO INC22.6K shares20.31%2025-09-302025-10-20 PLTR PALANTIR TECHNOLOGIES INC10.3K shares-0.41%2025-09-302025-10-20 XLK SELECT SECTOR SPDR TR6.4K shares-1.29%2025-09-302025-10-20 MMC MARSH & MCLENNAN COS INC8.8K shares2.71%2025-09-302025-10-20 COWZ PACER FDS TR29.9K shares-3.26%2025-09-302025-10-20 SUB ISHARES TR15.7K shares-0.60%2025-09-302025-10-20 IWM ISHARES TR6.9K shares7.22%2025-09-302025-10-20 SMMU PIMCO ETF TR32.5K shares0.65%2025-09-302025-10-20 VFMO VANGUARD WELLINGTON FD8.4K shares0.78%2025-09-302025-10-20 ZTS ZOETIS INC10.7K shares3.20%2025-09-302025-10-20 IGV ISHARES TR13.6K shares-11.42%2025-09-302025-10-20 TMUS T-MOBILE US INC5.9K shares3.95%2025-09-302025-10-20 META META PLATFORMS INC1.9K shares0.49%2025-09-302025-10-20 FRBA FIRST BK WILLIAMSTOWN NEW JE83.3K shares0.38%2025-09-302025-10-20 HWM HOWMET AEROSPACE INC6.3K shares-2.84%2025-09-302025-10-20 GEV GE VERNOVA INC2.0K shares0.66%2025-09-302025-10-20 RSG REPUBLIC SVCS INC5.2K shares4.49%2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC DEL2.3K shares-15.30%2025-09-302025-10-20 ANET ARISTA NETWORKS INC7.3K shares0.05%2025-09-302025-10-20 GE GE AEROSPACE3.5K sharesnew addition2025-09-302025-10-20 ADP AUTOMATIC DATA PROCESSING IN3.6K shares0.11%2025-09-302025-10-20 BX BLACKSTONE INC5.5K shares0.57%2025-09-302025-10-20 BKLN INVESCO EXCH TRADED FD TR II44.5K shares17.45%2025-09-302025-10-20 JEPI J P MORGAN EXCHANGE TRADED F15.9K shares-0.68%2025-09-302025-10-20 NOW SERVICENOW INC972 shares-3.95%2025-09-302025-10-20 VRT VERTIV HOLDINGS CO5.9K shares0.24%2025-09-302025-10-20 MCD MCDONALDS CORP2.6K shares0.57%2025-09-302025-10-20 ORLY OREILLY AUTOMOTIVE INC7.3K shares1.58%2025-09-302025-10-20 ETN EATON CORP PLC2.0K shares0.77%2025-09-302025-10-20 TT TRANE TECHNOLOGIES PLC1.6K shares0.19%2025-09-302025-10-20 ARM ARM HOLDINGS PLC4.5K shares-0.26%2025-09-302025-10-20 PM PHILIP MORRIS INTL INC3.9K shares5.65%2025-09-302025-10-20 GLD SPDR GOLD TR1.7K shares0.00%2025-09-302025-10-20 XOM EXXON MOBIL CORP4.7K shares0.76%2025-09-302025-10-20 SPLV INVESCO EXCH TRADED FD TR II5.8K shares17.83%2025-09-302025-10-20 DIVO AMPLIFY ETF TR9.4K shares-26.44%2025-09-302025-10-20 ORCL ORACLE CORP1.4K shares7.80%2025-09-302025-10-20 XLB SELECT SECTOR SPDR TR4.5K shares19.11%2025-09-302025-10-20 PWB INVESCO EXCHANGE TRADED FD T3.1K shares-0.62%2025-09-302025-10-20 PPA INVESCO EXCHANGE TRADED FD T2.4K shares0.29%2025-09-302025-10-20 XLI SELECT SECTOR SPDR TR2.3K shares8.82%2025-09-302025-10-20 ABBV ABBVIE INC1.5K shares0.82%2025-09-302025-10-20 UGL PROSHARES TR II7.3K shares-8.50%2025-09-302025-10-20 GBTC GRAYSCALE BITCOIN TRUST ETF3.7K shares0.00%2025-09-302025-10-20 BKR BAKER HUGHES COMPANY6.1K shares0.54%2025-09-302025-10-20 MO ALTRIA GROUP INC4.5K shares12.83%2025-09-302025-10-20 JNJ JOHNSON & JOHNSON1.5K shares0.73%2025-09-302025-10-20 ECL ECOLAB INC1.0K shares0.20%2025-09-302025-10-20 BIZD VANECK ETF TRUST18.2K shares20.51%2025-09-302025-10-20 ETHA ISHARES ETHEREUM TR8.5K sharesnew addition2025-09-302025-10-20 SIL GLOBAL X FDS3.7K sharesnew addition2025-09-302025-10-20 PG PROCTER AND GAMBLE CO1.7K shares0.53%2025-09-302025-10-20 UTES ETFIS SER TR I3.0K shares0.27%2025-09-302025-10-20 EFA ISHARES TR2.6K shares0.00%2025-09-302025-10-20 XME SPDR SERIES TRUST2.5K sharesnew addition2025-09-302025-10-20 RTX RTX CORPORATION1.4K sharesnew addition2025-09-302025-10-20 ABT ABBOTT LABS1.7K shares0.48%2025-09-302025-10-20 CVX CHEVRON CORP NEW1.5K sharesnew addition2025-09-302025-10-20 GREK GLOBAL X FDS3.5K sharesnew addition2025-09-302025-10-20 KWEB KRANESHARES TRUST5.1K sharesnew addition2025-09-302025-10-20 KO COCA COLA CO3.2K shares0.73%2025-09-302025-10-20 PPL PPL CORP5.6K sharesnew addition2025-09-302025-10-20 IVES WEDBUSH SER TR6.4K sharesnew addition2025-09-302025-10-20 EWC ISHARES INC4.0K sharesnew addition2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available