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.
