Iam Advisory, LLC Purchases in Q3 2025

Iam Advisory, LLC

  • $427 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.92K
+ 0.74%
$84.28 - $89.46 $499K - $530K
801K $71.3M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
13.6K
+ 2.07%
$101.12 - $106.18 $1.38M - $1.45M
673K $69.4M
AVDE
American Centy ETF Tr Avantis

ETFs
4K
+ 0.99%
$73.24 - $79.04 $293K - $316K
408K $32.2M
CGDV
Capital Group Divid Value ETF

ETFs
3.74K
+ 0.78%
$39.59 - $42.21 $148K - $158K
483K $20.3M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.47K
+ 0.43%
$40.2 - $44.58 $59.1K - $65.5K
347K $15.3M
AAPL
Apple Inc.

Technology
126
+ 0.55%
$202.38 - $256.87 $25.5K - $32.4K
23.1K $5.87M
GE
General Electric CO

Industrials
3.52K
New
$244.75 - $305.63 $861K - $1.07M
3.52K $1.06M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
369
+ 0.27%
$107.5 - $115.86 $39.7K - $42.8K
138K $15.7M
GOOG
Alphabet Inc.

Communication Services
126
+ 1.2%
$175.16 - $255.24 $22.1K - $32.2K
10.7K $2.6M
CGCP
Capital Group Core Plus Income

ETFs
19.9K
+ 1.66%
$22.27 - $22.95 $444K - $458K
1.22M $27.7M
LHX
L3 Harris Technologies, Inc.

Industrials
99
+ 1.14%
$252.18 - $305.41 $25K - $30.2K
8.81K $2.69M
NOC
Northrop Grumman Corp

Industrials
47
+ 1.17%
$498.9 - $609.32 $23.4K - $28.6K
4.06K $2.47M
MRK
Merck & Co., Inc.

Healthcare
3.81K
+ 20.31%
$77.6 - $87.37 $296K - $333K
22.6K $1.9M
IWM
Ishares Russell 2000 ETF

ETFs
465
+ 7.22%
$214.92 - $244.84 $99.9K - $114K
6.9K $1.67M
SIL
Global X Silver Miners ETF

ETFs
3.66K
New
$47.34 - $71.63 $173K - $262K
3.66K $262K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
2.47K
New
$67.16 - $93.48 $166K - $231K
2.47K $230K
MSI
Motorola Solutions, Inc.

Technology
22
+ 0.37%
$408.73 - $490.3 $8.99K - $10.8K
6.02K $2.75M
RTX
Raytheon Technologies Corp

Industrials
1.35K
New
$144.19 - $167.33 $195K - $226K
1.35K $225K
CVX
Chevron Corp

Energy
1.45K
New
$145.57 - $161.83 $211K - $235K
1.45K $225K
GREK
Global X Msci Greece ETF

ETFs
3.47K
New
$58.63 - $66.89 $203K - $232K
3.47K $223K
KWEB
Kraneshares Tr Csi China Inter

ETFs
5.12K
New
$33.63 - $42.59 $172K - $218K
5.12K $215K
PPL
Ppl Corp

Utilities
5.61K
New
$33.54 - $37.24 $188K - $209K
5.61K $208K
LMT
Lockheed Martin Corp

Industrials
103
+ 2.43%
$410.74 - $499.21 $42.3K - $51.4K
4.35K $2.17M
EWC
Ishares Msci Canada ETF

ETFs
4K
New
$45.86 - $50.88 $183K - $204K
4K $202K
MSFT
Microsoft Corp

Technology
1
+ 0.01%
$491.09 - $535.64 $491 - $536
8.44K $4.37M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
65
+ 0.78%
$170.68 - $192.95 $11.1K - $12.5K
8.38K $1.6M
MCK
Mckesson Corp

Healthcare
13
+ 0.33%
$659.01 - $772.54 $8.57K - $10K
3.91K $3.02M
XLF
Financial Sector Spdr

ETFs
323
+ 0.36%
$51.37 - $54.25 $16.6K - $17.5K
91K $4.9M
NVS
Novartis Ag

Healthcare
234
+ 1.47%
$113.5 - $129.73 $26.6K - $30.4K
16.1K $2.07M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
114
+ 1.58%
$89.32 - $107.82 $10.2K - $12.3K
7.31K $788K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
6.61K
+ 17.45%
$20.84 - $21.03 $138K - $139K
44.5K $930K
BX
Blackstone Inc.

Financial Services
31
+ 0.57%
$152.77 - $188.68 $4.74K - $5.85K
5.5K $939K
ORCL
Oracle Corp

Technology
103
+ 7.8%
$218.96 - $328.33 $22.6K - $33.8K
1.42K $400K
FRBA
First Bank (Nj) Common Stock

Financial Services
312
+ 0.38%
$14.64 - $16.99 $4.57K - $5.3K
83.3K $1.36M
XLB
Select Sector Spdr Fd Material

ETFs
715
+ 19.11%
$86.72 - $92.61 $62K - $66.2K
4.46K $399K
ABBV
Abb Vie Inc.

Healthcare
12
+ 0.82%
$184.85 - $231.54 $2.22K - $2.78K
1.48K $342K
AMGN
Amgen Inc

Healthcare
162
+ 2.22%
$271.18 - $309.22 $43.9K - $50.1K
7.46K $2.1M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
881
+ 17.83%
$72.01 - $74.44 $63.4K - $65.6K
5.82K $427K
BKR
Baker Hughes CO

Energy
33
+ 0.54%
$38.68 - $50.55 $1.28K - $1.67K
6.15K $299K
MO
Altria Group, Inc.

Consumer Defensive
507
+ 12.83%
$57.75 - $67.68 $29.3K - $34.3K
4.46K $294K
TMUS
T Mobile Us, Inc.

Communication Services
226
+ 3.95%
$226.02 - $259.01 $51.1K - $58.5K
5.95K $1.42M
JNJ
Johnson & Johnson

Healthcare
11
+ 0.73%
$155.17 - $185.42 $1.71K - $2.04K
1.53K $283K
XLI
Industrial Sector Spdr

ETFs
184
+ 8.82%
$147.94 - $154.99 $27.2K - $28.5K
2.27K $350K
ETN
Eaton Corp PLC

Industrials
15
+ 0.77%
$342.99 - $392.76 $5.14K - $5.89K
1.96K $732K
MCD
Mcdonalds Corp

Consumer Cyclical
15
+ 0.57%
$291.67 - $316.99 $4.38K - $4.75K
2.64K $801K
PPA
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.29%
$139.82 - $155.45 $979 - $1.09K
2.4K $373K
XOM
Exxon Mobil Corp

Energy
35
+ 0.76%
$105.83 - $117.22 $3.7K - $4.1K
4.66K $525K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
3.09K
+ 20.51%
$14.94 - $16.82 $46.2K - $52K
18.2K $271K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
209
+ 0.65%
$50.09 - $50.73 $10.5K - $10.6K
32.5K $1.64M
Activity Summary
Buys All Purchases 70 New Holdings 11 Increased Positions 59 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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