Iam Advisory, LLC Portfolio Holdings

Iam Advisory, LLC

  • $394 Million
  • Q3 2024

Iam Advisory, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $394 Million distributed in 102 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 $67.9M, Wisdomtree Tr Us Quality Divid with a value of $65M, Capital Group Core Plus Income with a value of $25.3M, John Hancock Multifactor Large with a value of $23.3M, and Pacer Fds Tr Us Cash Cows 100 with a value of $22.6M.

Examining the 13F form we can see an increase of $25.4M in the current position value, from $369M to 394M.

Below you can find more details about Iam Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $394 Million
ETFs: $306 Million
Technology: $27.5 Million
Healthcare: $20.1 Million
Industrials: $15 Million
Financial Services: $8.95 Million
Basic Materials: $4.2 Million
Communication Services: $3.95 Million
Consumer Cyclical: $3.52 Million
Other: $4.29 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $394 Million
  • Prior Value $369 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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