Iam Advisory, LLC Reduced Holdings in Q1 2025

Iam Advisory, LLC

  • $381 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-5.04K
- 0.64%
$78.0 - $84.37 $393K - $426K
783K $61.9M
AVGO
Broadcom Inc.

Technology
-1.57K
- 7.04%
$167.43 - $244.7 $263K - $384K
20.7K $3.47M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-8.22K
- 5.56%
$91.68 - $109.93 $754K - $904K
140K $13.1M
JHML
John Hancock Multifactor Large

ETFs
-8.71K
- 2.61%
$66.07 - $73.03 $575K - $636K
324K $21.8M
FRBA
First Bank (Nj) Common Stock

Financial Services
-106K
- 56.07%
$13.07 - $15.69 $1.38M - $1.66M
82.7K $1.21M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.5K
- 1.96%
$84.95 - $100.62 $127K - $151K
74.7K $6.5M
AAPL
Apple Inc.

Technology
-456
- 1.96%
$209.68 - $247.1 $95.6K - $113K
22.9K $5.08M
MSFT
Microsoft Corp

Technology
-120
- 1.41%
$375.39 - $447.2 $45K - $53.7K
8.42K $3.16M
AMZN
Amazon Com Inc

Consumer Cyclical
-53
- 0.52%
$190.26 - $242.06 $10.1K - $12.8K
10.1K $1.93M
NOW
Service Now, Inc.

Technology
-8
- 0.78%
$783.83 - $1170.39 $6.27K - $9.36K
1.02K $812K
VST
Vistra Corp.

Utilities
-181
- 1.75%
$108.49 - $191.89 $19.6K - $34.7K
10.2K $1.2M
CGGR
Capital Group Growth ETF Shs C

ETFs
-544
- 0.85%
$33.98 - $39.84 $18.5K - $21.7K
63.6K $2.18M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-3.53K
- 7.58%
$51.26 - $52.53 $181K - $185K
43K $2.21M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-53
- 0.53%
$168.84 - $202.89 $8.95K - $10.8K
9.9K $1.74M
ETN
Eaton Corp PLC

Industrials
-204
- 10.11%
$271.83 - $371.23 $55.5K - $75.7K
1.81K $492K
BX
Blackstone Inc.

Financial Services
-18
- 0.34%
$136.53 - $186.74 $2.46K - $3.36K
5.29K $738K
PANW
Palo Alto Networks Inc

Technology
-276
- 2.79%
$167.82 - $208.28 $46.3K - $57.5K
9.62K $1.64M
MSI
Motorola Solutions, Inc.

Technology
-9
- 0.15%
$411.73 - $482.1 $3.71K - $4.34K
6.02K $2.63M
SUB
Ishares Short Term National Mu

ETFs
-1.27K
- 7.42%
$105.3 - $106.24 $133K - $134K
15.8K $1.66M
IWM
Ishares Russell 2000 ETF

ETFs
-12
- 0.19%
$198.1 - $229.79 $2.38K - $2.76K
6.23K $1.25M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-2.42K
- 7.02%
$49.75 - $50.27 $120K - $122K
32.1K $1.6M
ADI
Analog Devices Inc

Technology
-13
- 0.15%
$201.56 - $243.82 $2.62K - $3.17K
8.59K $1.73M
DOV
Dover Corp

Industrials
-169
- 3.96%
$174.65 - $206.43 $29.5K - $34.9K
4.1K $720K
XLC
Select Sector Spdr Tr Communic

ETFs
-264
- 1.08%
$94.84 - $105.31 $25K - $27.8K
24.1K $2.31M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-131
- 3.44%
$62.43 - $84.12 $8.18K - $11K
3.68K $243K
VRT
Vertiv Holdings CO

Industrials
-448
- 7.45%
N/A
5.56K $482K
META
Meta Platforms, Inc.

Communication Services
-13
- 0.71%
$576.74 - $736.67 $7.5K - $9.58K
1.83K $1.05M
PG
Procter & Gamble CO

Consumer Defensive
-185
- 12.2%
$158.56 - $176.26 $29.3K - $32.6K
1.33K $226K
KO
Coca Cola CO

Consumer Defensive
-805
- 21.99%
$60.81 - $72.32 $49K - $58.2K
2.86K $204K
BKR
Baker Hughes CO

Energy
-873
- 12.92%
$41.16 - $48.85 $35.9K - $42.6K
5.89K $258K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-2
- 0.06%
$94.5 - $110.71 $189 - $221
3.08K $295K
ECL
Ecolab Inc.

Basic Materials
-156
- 13.27%
$229.72 - $269.82 $35.8K - $42.1K
1.02K $258K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-9
- 0.62%
$169.43 - $182.84 $1.52K - $1.65K
1.45K $249K
JNJ
Johnson & Johnson

Healthcare
-216
- 12.93%
$142.06 - $167.7 $30.7K - $36.2K
1.46K $241K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-48
- 1.91%
$113.59 - $123.29 $5.45K - $5.92K
2.46K $287K
Arista Networks Inc
-13
- 0.19%
N/A
6.96K $0
Arm Holdings PLC
-289
- 6.13%
N/A
4.42K $0
ABT
Abbott Laboratories

Healthcare
-276
- 14.67%
$111.1 - $140.22 $30.7K - $38.7K
1.61K $213K
ABBV
Abb Vie Inc.

Healthcare
-187
- 12.29%
$169.2 - $216.66 $31.6K - $40.5K
1.34K $279K
ADP
Automatic Data Processing Inc

Industrials
-104
- 2.82%
$286.85 - $318.64 $29.8K - $33.1K
3.58K $1.09M
XOM
Exxon Mobil Corp

Energy
-323
- 6.54%
$105.44 - $118.93 $34.1K - $38.4K
4.62K $549K
UNH
Unitedhealth Group Inc

Healthcare
-69
- 1.84%
$461.52 - $548.18 $31.8K - $37.8K
3.68K $1.93M
IHDG
Wisdomtree Tr

ETFs
-124
- 0.06%
$43.71 - $47.51 $5.42K - $5.89K
219K $9.6M
NFLX
Netflix Inc

Communication Services
-4
- 0.23%
$828.4 - $1058.6 $3.31K - $4.23K
1.71K $1.59M
LLY
Eli Lilly & CO

Healthcare
-264
- 4.91%
$725.72 - $929.72 $192K - $245K
5.11K $4.22M
CVX
Chevron Corp

Energy
-181
- 3.15%
$146.71 - $167.97 $26.6K - $30.4K
5.57K $931K
NOC
Northrop Grumman Corp

Industrials
-29
- 0.73%
$433.45 - $513.82 $12.6K - $14.9K
3.94K $2.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-62
- 2.02%
$442.66 - $534.52 $27.4K - $33.1K
3.01K $1.58M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-13
- 0.16%
$208.48 - $244.03 $2.71K - $3.17K
8.23K $2.01M
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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