Iam Advisory, LLC Purchases and Sells in Q1 2025

Iam Advisory, LLC

$381 Million
Q1 2025

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGCP	22.2K + 1.94%	$21.94 - $22.64 $486K - $502K	1.16M $26.1M
PULS	4.75K + 1.8%	$49.56 - $49.78 $236K - $237K	269K $13.4M
NVS	36 + 0.24%	$97.14 - $115.57 $3.5K - $4.16K	15.2K $1.69M
HWM	187 + 2.72%	$110.79 - $139.39 $20.7K - $26.1K	7.06K $915K
PM	4 + 0.11%	$117.15 - $158.79 $469 - $635	3.69K $586K
CGDV	2.69K + 1.37%	$34.95 - $37.36 $94.1K - $101K	199K $7.06M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLF	93.3K New	$47.32 - $52.19 $4.41M - $4.87M	93.3K $4.59M
AIQ	80.8K New	$36.54 - $42.77 $2.95M - $3.46M	80.8K $2.95M
PLTR	10.2K New	$64.98 - $124.62 $666K - $1.28M	10.2K $864K
BKLN	38K New	$20.71 - $21.15 $788K - $804K	38K $787K
GLD	1.69K New	$243.19 - $288.14 $410K - $486K	1.69K $485K
UGL	2K New	$93.8 - $125.24 $187K - $250K	2K $250K

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRW	-5.04K - 0.64%	$78.0 - $84.37 $393K - $426K	783K $61.9M
AVGO	-1.57K - 7.04%	$167.43 - $244.7 $263K - $384K	20.7K $3.47M
QGRO	-8.22K - 5.56%	$91.68 - $109.93 $754K - $904K	140K $13.1M
JHML	-8.71K - 2.61%	$66.07 - $73.03 $575K - $636K	324K $21.8M
FRBA	-106K - 56.07%	$13.07 - $15.69 $1.38M - $1.66M	82.7K $1.21M
AVUV	-1.5K - 1.96%	$84.95 - $100.62 $127K - $151K	74.7K $6.5M

Activity Summary All Purchases 41 New Holdings 9 Increased Positions 32 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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