Iam Advisory, LLC Incresed Positions in Q4 2024

Iam Advisory, LLC

  • $392 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
9.64K
+ 3.78%
$49.51 - $49.79 $477K - $480K
264K $13.1M
MCK
Mckesson Corp

Healthcare
47
+ 1.18%
$482.27 - $628.5 $22.7K - $29.5K
4.03K $2.3M
GOOG
Alphabet Inc.

Communication Services
231
+ 2.3%
$163.08 - $198.16 $37.7K - $45.8K
10.3K $1.96M
HON
Honeywell International Inc

Industrials
179
+ 1.8%
$202.84 - $236.0 $36.3K - $42.2K
10.1K $2.29M
VST
Vistra Corp.

Utilities
36
+ 0.35%
$115.74 - $166.61 $4.17K - $6K
10.4K $1.43M
PANW
Palo Alto Networks Inc

Technology
4.94K
+ 99.62%
$181.96 - $405.9 $898K - $2M
9.89K $1.8M
BX
Blackstone Inc.

Financial Services
17
+ 0.32%
$148.45 - $199.05 $2.52K - $3.38K
5.3K $914K
HWM
Howmet Aerospace Inc.

Industrials
79
+ 1.16%
$99.72 - $120.09 $7.88K - $9.49K
6.87K $751K
META
Meta Platforms, Inc.

Communication Services
2
+ 0.11%
$554.08 - $632.68 $1.11K - $1.27K
1.84K $1.09M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
168
+ 2.85%
$53.94 - $58.15 $9.06K - $9.77K
6.07K $341K
IWM
Ishares Russell 2000 ETF

ETFs
39
+ 0.63%
$216.13 - $242.4 $8.43K - $9.45K
6.24K $1.38M
ETN
Eaton Corp PLC

Industrials
20
+ 1.0%
$326.96 - $377.52 $6.54K - $7.55K
2.02K $669K
SUB
Ishares Short Term National Mu

ETFs
161
+ 0.95%
$104.94 - $106.2 $16.9K - $17.1K
17K $1.8M
MO
Altria Group, Inc.

Consumer Defensive
8
+ 0.2%
$49.06 - $57.74 $392 - $462
3.94K $205K
Arm Holdings PLC
20
+ 0.43%
N/A
4.71K $0
IBM
International Business Machines Corp

Technology
7
+ 0.65%
$204.9 - $238.04 $1.43K - $1.67K
1.08K $236K
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.14%
$118.38 - $133.06 $592 - $665
3.69K $443K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
248
+ 0.72%
$49.74 - $50.43 $12.3K - $12.5K
34.5K $1.72M
CGCP
Capital Group Core Plus Income

ETFs
45.2K
+ 4.12%
$22.13 - $23.17 $1M - $1.05M
1.14M $25.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
123
+ 0.82%
$57.53 - $60.83 $7.08K - $7.48K
15K $865K
TT
Trane Technologies PLC

Industrials
4
+ 0.25%
$369.35 - $419.14 $1.48K - $1.68K
1.58K $583K
MCD
Mcdonalds Corp

Consumer Cyclical
15
+ 0.58%
$288.47 - $316.54 $4.33K - $4.75K
2.59K $751K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
455
+ 0.99%
$51.58 - $52.91 $23.5K - $24.1K
46.5K $2.41M
XLB
Select Sector Spdr Fd Material

ETFs
13
+ 0.39%
$83.8 - $97.58 $1.09K - $1.27K
3.37K $283K
WM
Waste Management Inc

Industrials
100
+ 0.89%
$201.79 - $228.46 $20.2K - $22.8K
11.3K $2.28M
XOM
Exxon Mobil Corp

Energy
11
+ 0.22%
$105.51 - $125.37 $1.16K - $1.38K
4.94K $531K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
174
+ 2.16%
$209.89 - $233.24 $36.5K - $40.6K
8.24K $1.75M
URI
United Rentals, Inc.

Industrials
2
+ 0.22%
$704.44 - $880.32 $1.41K - $1.76K
902 $635K
ADI
Analog Devices Inc

Technology
173
+ 2.05%
$206.35 - $236.48 $35.7K - $40.9K
8.6K $1.83M
FRBA
First Bank (Nj) Common Stock

Financial Services
768
+ 0.41%
$13.87 - $15.79 $10.7K - $12.1K
188K $2.65M
LHX
L3 Harris Technologies, Inc.

Industrials
133
+ 1.6%
$208.94 - $264.22 $27.8K - $35.1K
8.43K $1.77M
MRK
Merck & Co., Inc.

Healthcare
374
+ 2.15%
$96.31 - $114.76 $36K - $42.9K
17.8K $1.77M
NOC
Northrop Grumman Corp

Industrials
35
+ 0.89%
$466.52 - $543.88 $16.3K - $19K
3.96K $1.86M
NVS
Novartis Ag

Healthcare
247
+ 1.66%
$96.78 - $117.18 $23.9K - $28.9K
15.2K $1.48M
ZTS
Zoetis Inc.

Healthcare
251
+ 2.57%
$162.24 - $194.42 $40.7K - $48.8K
10K $1.63M
UNH
Unitedhealth Group Inc

Healthcare
17
+ 0.46%
$485.52 - $625.25 $8.25K - $10.6K
3.75K $1.9M
IHDG
Wisdomtree Tr

ETFs
2.98K
+ 1.38%
$43.38 - $46.0 $129K - $137K
219K $9.54M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.01K
+ 0.77%
$56.06 - $61.35 $168K - $184K
394K $22.3M
LMT
Lockheed Martin Corp

Industrials
55
+ 1.35%
$479.66 - $614.62 $26.4K - $33.8K
4.14K $2.01M
AMGN
Amgen Inc

Healthcare
109
+ 1.55%
$258.78 - $328.31 $28.2K - $35.8K
7.13K $1.86M
NVO
Novo Nordisk A S

Healthcare
222
+ 1.34%
$85.0 - $120.04 $18.9K - $26.6K
16.8K $1.45M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7.01K
+ 0.9%
$80.93 - $85.66 $568K - $601K
788K $63.7M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
13.8K
+ 2.18%
$99.2 - $108.47 $1.37M - $1.5M
649K $64.7M
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Iam Advisory, LLC Portfolio

Follow Iam Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iam Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iam Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email