Iam Advisory, LLC Incresed Positions in Q1 2025

Iam Advisory, LLC

  • $381 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGCP
Capital Group Core Plus Income

ETFs
22.2K
+ 1.94%
$21.94 - $22.64 $486K - $502K
1.16M $26.1M
PULS
Pgim ETF Tr

ETFs
4.75K
+ 1.8%
$49.56 - $49.78 $236K - $237K
269K $13.4M
NVS
Novartis Ag

Healthcare
36
+ 0.24%
$97.14 - $115.57 $3.5K - $4.16K
15.2K $1.69M
HWM
Howmet Aerospace Inc.

Industrials
187
+ 2.72%
$110.79 - $139.39 $20.7K - $26.1K
7.06K $915K
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
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.35K
+ 8.94%
$56.17 - $59.71 $75.5K - $80.3K
16.4K $928K
MCD
Mcdonalds Corp

Consumer Cyclical
16
+ 0.62%
$279.74 - $321.29 $4.48K - $5.14K
2.61K $814K
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
ZTS
Zoetis Inc.

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

ETFs
166
+ 7.85%
$128.78 - $141.67 $21.4K - $23.5K
2.28K $296K
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
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