Iam Advisory, LLC Purchases in Q2 2025

Iam Advisory, LLC

  • $400 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
214K
+ 113.19%
$59.32 - $74.36 $12.7M - $15.9M
404K $29.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
282K
+ 444.01%
$30.53 - $40.65 $8.62M - $11.5M
346K $14.1M
CGDV
Capital Group Divid Value ETF

ETFs
280K
+ 140.68%
$31.93 - $39.49 $8.95M - $11.1M
480K $18.9M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
12.8K
+ 1.64%
$71.28 - $83.74 $913K - $1.07M
795K $66.6M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
18.9K
+ 21.25%
$57.46 - $75.58 $1.08M - $1.43M
108K $8.14M
JHML
John Hancock Multifactor Large

ETFs
755
+ 0.23%
$59.74 - $73.35 $45.1K - $55.4K
325K $23.9M
TMUS
T Mobile Us, Inc.

Communication Services
5.72K
New
$220.99 - $268.54 $1.26M - $1.54M
5.72K $1.36M
RSG
Republic Services, Inc.

Industrials
4.97K
New
$227.2 - $258.07 $1.13M - $1.28M
4.97K $1.22M
NVDA
Nvidia Corp

Technology
22
+ 0.1%
$94.31 - $157.99 $2.07K - $3.48K
22.7K $3.59M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
12.2K
+ 1.88%
$90.85 - $102.31 $1.11M - $1.25M
660K $66.4M
CGCP
Capital Group Core Plus Income

ETFs
37K
+ 3.18%
$21.92 - $22.56 $811K - $835K
1.2M $27M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7.2K
New
$87.84 - $1441.89 $632K - $10.4M
7.2K $648K
PLTR
Palantir Technologies Inc.

Technology
113
+ 1.1%
$74.01 - $144.25 $8.36K - $16.3K
10.4K $1.41M
AMD
Advanced Micro Devices Inc

Technology
49
+ 0.36%
$78.21 - $143.81 $3.83K - $7.05K
13.6K $1.92M
LHX
L3 Harris Technologies, Inc.

Industrials
281
+ 3.33%
$200.21 - $256.99 $56.3K - $72.2K
8.72K $2.19M
AVUV
American Centy ETF Tr Avantis

ETFs
1.16K
+ 1.56%
$75.17 - $91.21 $87.5K - $106K
75.9K $6.91M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.48K
+ 3.06%
$41.45 - $54.46 $61.2K - $80.4K
49.7K $2.59M
META
Meta Platforms, Inc.

Communication Services
16
+ 0.88%
$484.66 - $738.09 $7.75K - $11.8K
1.84K $1.36M
AMZN
Amazon Com Inc

Consumer Cyclical
12
+ 0.12%
$167.32 - $223.3 $2.01K - $2.68K
10.1K $2.22M
ORCL
Oracle Corp

Technology
1.32K
New
$122.82 - $218.63 $162K - $289K
1.32K $288K
HON
Honeywell International Inc

Industrials
223
+ 2.2%
$182.86 - $232.88 $40.8K - $51.9K
10.4K $2.42M
GOOG
Alphabet Inc.

Communication Services
254
+ 2.47%
$146.58 - $180.01 $37.2K - $45.7K
10.5K $1.87M
NVS
Novartis Ag

Healthcare
705
+ 4.64%
$101.96 - $121.01 $71.9K - $85.3K
15.9K $1.92M
ETN
Eaton Corp PLC

Industrials
130
+ 7.17%
$246.52 - $356.99 $32K - $46.4K
1.94K $693K
IWM
Ishares Russell 2000 ETF

ETFs
205
+ 3.29%
$174.82 - $215.79 $35.8K - $44.2K
6.44K $1.39M
LMT
Lockheed Martin Corp

Industrials
99
+ 2.39%
$430.82 - $486.45 $42.7K - $48.2K
4.25K $1.97M
PNC
Pnc Financial Services Group, Inc.

Financial Services
9
+ 0.09%
$149.76 - $186.42 $1.35K - $1.68K
9.91K $1.85M
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 0.11%
$149.23 - $184.95 $597 - $740
3.7K $673K
BX
Blackstone Inc.

Financial Services
182
+ 3.44%
$120.07 - $151.11 $21.9K - $27.5K
5.47K $817K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
58
+ 1.58%
$60.61 - $87.72 $3.52K - $5.09K
3.74K $317K
FRBA
First Bank (Nj) Common Stock

Financial Services
337
+ 0.41%
$12.86 - $15.49 $4.33K - $5.22K
83K $1.28M
IBM
International Business Machines Corp

Technology
7
+ 0.65%
$221.03 - $294.78 $1.55K - $2.06K
1.09K $321K
PG
Procter & Gamble CO

Consumer Defensive
358
+ 26.9%
$157.66 - $172.39 $56.4K - $61.7K
1.69K $269K
VRT
Vertiv Holdings CO

Industrials
311
+ 5.59%
N/A
5.88K $509K
UGL
Pro Shares Trust Ii

ETFs
5.99K
+ 300.0%
$33.88 - $151.78 $203K - $909K
7.99K $276K
EFA
Ishares Tr Msci Eafe ETF

ETFs
45
+ 1.76%
$72.96 - $90.39 $3.28K - $4.07K
2.61K $233K
KO
Coca Cola CO

Consumer Defensive
302
+ 10.57%
$68.37 - $73.9 $20.6K - $22.3K
3.16K $223K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
203
+ 0.63%
$49.18 - $50.16 $9.98K - $10.2K
32.3K $1.62M
ECL
Ecolab Inc.

Basic Materials
3
+ 0.29%
$225.65 - $270.95 $677 - $813
1.02K $275K
ABT
Abbott Laboratories

Healthcare
72
+ 4.48%
$123.95 - $138.08 $8.92K - $9.94K
1.68K $228K
RSP
Invesco S&P 500 Equal Weight E

ETFs
6
+ 0.41%
$152.93 - $181.74 $918 - $1.09K
1.46K $264K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.11%
$276.76 - $326.81 $1.11K - $1.31K
3.58K $1.1M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
126
+ 0.29%
$50.34 - $51.86 $6.34K - $6.53K
43.1K $2.21M
LVO
Live One, Inc.

Communication Services
2K
+ 20.0%
$0.59 - $0.94 $1.18K - $1.88K
12K $9K
Arista Networks Inc
373
+ 5.36%
N/A
7.33K $0
UTES
Virtus Reaves Utilities ETF
3.01K
New
N/A
3.01K $0
Ge Vernova Inc
78
+ 4.09%
N/A
1.98K $0
CGSD
Capital Grp Core Plus Income E
524K
New
N/A
524K $0
Arm Holdings PLC
134
+ 3.03%
N/A
4.56K $0
Activity Summary
Buys All Purchases 64 New Holdings 6 Increased Positions 58 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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