Iam Advisory, LLC Purchases in Q1 2025

Iam Advisory, LLC

  • $381 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
93.3K
New
$47.32 - $52.19 $4.41M - $4.87M
93.3K $4.59M
AIQ
Global X Funds Global X Artifi

ETFs
80.8K
New
$36.54 - $42.77 $2.95M - $3.46M
80.8K $2.95M
PLTR
Palantir Technologies Inc.

Technology
10.2K
New
$64.98 - $124.62 $666K - $1.28M
10.2K $864K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
38K
New
$20.71 - $21.15 $788K - $804K
38K $787K
CGCP
Capital Group Core Plus Income

ETFs
22.2K
+ 1.94%
$21.94 - $22.64 $486K - $502K
1.16M $26.1M
GLD
Spdr Gold Trust

ETFs
1.69K
New
$243.19 - $288.14 $410K - $486K
1.69K $485K
PULS
Pgim ETF Tr

ETFs
4.75K
+ 1.8%
$49.56 - $49.78 $236K - $237K
269K $13.4M
UGL
Pro Shares Trust Ii

ETFs
2K
New
$93.8 - $125.24 $187K - $250K
2K $250K
NVS
Novartis Ag

Healthcare
36
+ 0.24%
$97.14 - $115.57 $3.5K - $4.16K
15.2K $1.69M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.56K
New
$74.85 - $84.89 $192K - $218K
2.56K $211K
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 0.11%
$117.15 - $158.79 $469 - $635
3.69K $586K
CGDV
Capital Group Divid Value ETF

ETFs
2.69K
+ 1.37%
$34.95 - $37.36 $94.1K - $101K
199K $7.06M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.75K
+ 2.01%
$62.72 - $71.92 $110K - $126K
88.8K $5.63M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.51K
+ 22.02%
$39.61 - $42.65 $99.3K - $107K
13.9K $560K
MCD
Mcdonalds Corp

Consumer Cyclical
16
+ 0.62%
$279.74 - $321.29 $4.48K - $5.14K
2.61K $814K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.35K
+ 8.94%
$56.17 - $59.71 $75.5K - $80.3K
16.4K $928K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
390
+ 8.54%
$68.32 - $75.06 $26.6K - $29.3K
4.96K $365K
XLB
Select Sector Spdr Fd Material

ETFs
398
+ 11.81%
$83.19 - $90.99 $33.1K - $36.2K
3.77K $320K
IBM
International Business Machines Corp

Technology
7
+ 0.65%
$217.4 - $264.74 $1.52K - $1.85K
1.08K $269K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 0.2%
$50.81 - $60.02 $406 - $480
3.95K $236K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.54K
+ 6.02%
$16.18 - $17.82 $24.9K - $27.4K
27.1K $456K
ZTS
Zoetis Inc.

Healthcare
80
+ 0.8%
$156.48 - $175.67 $12.5K - $14.1K
10.1K $1.66M
XLI
Industrial Sector Spdr

ETFs
166
+ 7.85%
$128.78 - $141.67 $21.4K - $23.5K
2.28K $296K
LVO
Live One, Inc.

Communication Services
10K
New
$0.68 - $1.47 $6.8K - $14.7K
10K $7K
Ge Vernova Inc
1.91K
New
N/A
1.91K $0
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
386
+ 6.36%
$51.45 - $58.51 $19.9K - $22.6K
6.45K $334K
LHX
L3 Harris Technologies, Inc.

Industrials
4
+ 0.05%
$194.65 - $222.86 $779 - $891
8.43K $1.77M
TT
Trane Technologies PLC

Industrials
3
+ 0.19%
$332.0 - $400.86 $996 - $1.2K
1.58K $533K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
46
+ 0.33%
$96.88 - $111.25 $4.46K - $5.12K
14.2K $1.4M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
35
+ 0.42%
$147.38 - $176.39 $5.16K - $6.17K
8.35K $1.26M
IGV
Ishares Expanded Tech Software

ETFs
514
+ 3.45%
$88.3 - $107.83 $45.4K - $55.4K
15.4K $1.39M
HON
Honeywell International Inc

Industrials
5
+ 0.05%
$202.75 - $226.52 $1.01K - $1.13K
10.1K $2.15M
MRK
Merck & Co., Inc.

Healthcare
306
+ 1.72%
$83.01 - $101.02 $25.4K - $30.9K
18.1K $1.63M
XLK
Technology Sector Spdr

ETFs
77
+ 1.21%
$206.38 - $242.18 $15.9K - $18.6K
6.44K $1.33M
LMT
Lockheed Martin Corp

Industrials
10
+ 0.24%
$423.19 - $506.29 $4.23K - $5.06K
4.15K $1.85M
NVO
Novo Nordisk A S

Healthcare
302
+ 1.79%
$69.3 - $90.95 $20.9K - $27.5K
17.1K $1.19M
GOOG
Alphabet Inc.

Communication Services
7
+ 0.07%
$156.06 - $207.71 $1.09K - $1.45K
10.3K $1.61M
NVDA
Nvidia Corp

Technology
63
+ 0.28%
$106.98 - $149.43 $6.74K - $9.41K
22.7K $2.46M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
521
+ 0.13%
$53.6 - $58.97 $27.9K - $30.7K
395K $21.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
164
+ 0.55%
$212.17 - $267.17 $34.8K - $43.8K
29.9K $6.34M
Activity Summary
Buys All Purchases 41 New Holdings 9 Increased Positions 32 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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