Iam Advisory, LLC Sells in Q2 2025

Iam Advisory, LLC

  • $400 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-364K
- 92.17%
$47.46 - $55.3 $17.3M - $20.1M
30.9K $1.7M
PULS
Pgim ETF Tr

ETFs
-264K
- 98.24%
$49.39 - $49.76 $13.1M - $13.2M
4.73K $235K
LLY
Eli Lilly & CO

Healthcare
-103
- 2.02%
$713.71 - $898.95 $73.5K - $92.6K
5.01K $3.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-315
- 10.47%
$483.48 - $539.8 $152K - $170K
2.69K $1.31M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-12K
- 44.43%
$13.96 - $16.51 $168K - $199K
15.1K $245K
MSI
Motorola Solutions, Inc.

Technology
-19
- 0.32%
$394.72 - $440.39 $7.5K - $8.37K
6K $2.52M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-1.18K
- 8.47%
$37.18 - $42.55 $43.8K - $50.1K
12.7K $541K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-372
- 2.27%
$51.14 - $57.0 $19K - $21.2K
16K $910K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-17
- 0.34%
$68.13 - $74.77 $1.16K - $1.27K
4.94K $359K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-161
- 0.42%
$20.12 - $21.0 $3.24K - $3.38K
37.9K $792K
SUB
Ishares Short Term National Mu

ETFs
-28
- 0.18%
$104.77 - $106.34 $2.93K - $2.98K
15.7K $1.67M
XLI
Industrial Sector Spdr

ETFs
-195
- 8.55%
$116.42 - $147.52 $22.7K - $28.8K
2.09K $307K
GLD
Spdr Gold Trust

ETFs
-20
- 1.19%
$273.71 - $316.29 $5.47K - $6.33K
1.67K $507K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-67
- 2.72%
$105.2 - $141.69 $7.05K - $9.49K
2.39K $339K
TT
Trane Technologies PLC

Industrials
-19
- 1.2%
$315.21 - $437.41 $5.99K - $8.31K
1.56K $684K
XLF
Financial Sector Spdr

ETFs
-2.57K
- 2.75%
$43.92 - $52.37 $113K - $134K
90.7K $4.75M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-38
- 0.46%
$134.25 - $172.52 $5.1K - $6.56K
8.31K $1.43M
MCK
Mckesson Corp

Healthcare
-43
- 1.09%
$652.83 - $732.78 $28.1K - $31.5K
3.9K $2.85M
NOW
Service Now, Inc.

Technology
-8
- 0.78%
$721.65 - $1040.18 $5.77K - $8.32K
1.01K $1.04M
IGV
Ishares Expanded Tech Software

ETFs
-96
- 0.62%
$80.15 - $109.5 $7.69K - $10.5K
15.3K $1.68M
XLC
Select Sector Spdr Tr Communic

ETFs
-105
- 0.44%
$86.13 - $108.53 $9.04K - $11.4K
24K $2.61M
HWM
Howmet Aerospace Inc.

Industrials
-542
- 7.68%
$112.33 - $186.13 $60.9K - $101K
6.52K $1.21M
PANW
Palo Alto Networks Inc

Technology
-56
- 0.58%
$152.44 - $204.64 $8.54K - $11.5K
9.56K $1.96M
AIQ
Global X Funds Global X Artifi

ETFs
-16
- 0.02%
$31.5 - $43.69 $504 - $699
80.8K $3.53M
NFLX
Netflix Inc

Communication Services
-15
- 0.88%
$855.86 - $1339.13 $12.8K - $20.1K
1.7K $2.27M
VST
Vistra Corp.

Utilities
-30
- 0.29%
$98.07 - $195.04 $2.94K - $5.85K
10.2K $1.97M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-306
- 1.02%
$179.95 - $278.88 $55.1K - $85.3K
29.6K $8.25M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-2.24K
- 1.6%
$83.67 - $109.12 $187K - $244K
137K $15M
AVGO
Broadcom Inc.

Technology
-350
- 1.69%
$146.29 - $275.65 $51.2K - $96.5K
20.4K $5.62M
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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