Iam Advisory, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $369 Million distributed in 98 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $60.3M, Proshares S&P 500 Dividend Ari with a value of $60.1M, Capital Group Core Plus Income with a value of $23.6M, John Hancock Multifactor Large with a value of $22M, and Pacer Fds Tr Us Cash Cows 100 with a value of $21.1M.
Examining the 13F form we can see an increase of $3.92M in the current position value, from $365M to 369M.
Below you can find more details about Iam Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$369 Million
ETFs: $285 Million
Technology: $26.8 Million
Healthcare: $20.4 Million
Industrials: $13 Million
Financial Services: $8.03 Million
Communication Services: $4.66 Million
Consumer Cyclical: $3.68 Million
Basic Materials: $3.37 Million
Other: $3.46 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions