Iam Advisory, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $392 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Proshares S&P 500 Dividend Ari with a value of $64.7M, Wisdomtree Tr Us Quality Divid with a value of $63.7M, Capital Group Core Plus Income with a value of $25.3M, John Hancock Multifactor Large with a value of $23.2M, and Pacer Fds Tr Us Cash Cows 100 with a value of $22.3M.
Examining the 13F form we can see an decrease of $1.7M in the current position value, from $394M to 392M.
Below you can find more details about Iam Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$392 Million
ETFs: $307 Million
Technology: $27.5 Million
Healthcare: $17.2 Million
Industrials: $15.3 Million
Financial Services: $8.84 Million
Communication Services: $4.57 Million
Consumer Cyclical: $3.83 Million
Basic Materials: $3.54 Million
Other: $4.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
