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CIK: 0001825292
Total reported value
$513.2M
$513.2M
102 檔
39.8%
According to the latest 13F quarterly dataset, IAM Advisory, LLC managed an equity portfolio of $513.2M at the end of Q3 2024, spanning 102 distinct U.S. exchange-listed positions.
In Q3 2024, IAM Advisory, LLC displayed an active expansion posture, initiating 11 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 17.15% | -0.61% | +1.69% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 16.42% | -0.60% | +1.08% | |
| 3 | CGCP | Cap Group Core Plus Income | ETF-Other | 6.41% | -0.73% | +3.17% | |
| 4 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 5.90% | -0.04% | -0.52% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.72% | -0.06% | +0.90% | |
| 6 | QGRO | American Century US Quality | ETF-Other | 3.49% | -0.12% | -0.71% | |
| 7 | AVDE | Avantis International Equity | ETF-Other | 3.28% | -0.66% | +0.69% | |
| 8 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 3.20% | — | +3.96% | |
| 9 | IHDG | Wisdomtree International Hed | ETF-Other | 2.50% | — | +1.43% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.87% | +0.85% | -1.10% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.86% | +0.05% | +0.36% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.38% | -0.01% | -1.61% | |
| 13 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.32% | +0.43% | -3.54% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.23% | +0.12% | -9.94% | |
| 15 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.18% | — | -0.34% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | +0.06% | +857.91% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | -0.07% | -2.00% | |
| 18 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.93% | — | — | |
| 19 | PAVE | Global X US Infrastructure | ETF-Other | 0.81% | — | -3.44% | |
| 20 | FRBA | First Bank/hamilton Nj | Stock-Other | 0.72% | — | +0.40% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.01% | -2.30% | |
| 22 | MSI | Motorola Solutions Inc | Stock-Tech | 0.69% | -0.10% | -2.55% | |
| 23 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.62% | -0.05% | +0.82% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.60% | -0.15% | +1.34% | |
| 25 | WM | Waste Management Inc | Stock-Industrials | 0.59% | -0.08% | -0.89% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.58% | -0.57% | EXIT | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.57% | -0.05% | -0.03% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.57% | +0.85% | +0.05% | |
| 29 | CGGR | Cap Group Growth Equity | ETF-Other | 0.57% | +0.11% | +0.10% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | — | +1.19% | |
| 31 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.52% | -0.22% | +2.05% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.52% | -0.55% | EXIT | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | -0.04% | +1.35% | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.50% | — | -1.37% | |
| 35 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.50% | -0.17% | +1.80% | |
| 36 | MCK | Mckesson CORP | Stock-Healthcare | 0.50% | -0.17% | +0.68% | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.50% | -0.28% | +0.90% | |
| 38 | ADI | Analog Devices Inc | Stock-Tech | 0.49% | — | +2.19% | |
| 39 | ZTS | Zoetis Inc | Stock-Healthcare | 0.48% | — | +2.27% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | — | -7.12% | |
| 41 | PNC | Pnc Financial Services Group | Stock-Financials | 0.47% | — | +0.94% | |
| 42 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.45% | — | +2.04% | |
| 43 | SUB | Ishares Short-term National | ETF-Other | 0.45% | -0.04% | +1.63% | |
| 44 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.44% | -0.05% | +0.69% | |
| 45 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.43% | -0.06% | +2.49% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.43% | +0.30% | +2.95% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.07% | -26.91% | |
| 48 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.40% | +0.54% | -2.01% | |
| 49 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.38% | — | -11.54% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.37% | +0.12% | -0.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NOBL | Proshares S&p 500 Dividend A | +0.9% | +1.69% | Add |
| 2 | HWM | Howmet Aerospace Inc | +0.2% | NEW | New buy |
| 3 | ARM | Arm Holdings Plc-adr | +0.2% | NEW | New buy |
| 4 | SHW | Sherwin-williams Co/the | +0.2% | — | Unchanged |
| 5 | LMT | Lockheed Martin CORP | +0.1% | +1.34% | Add |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +1.08% | Add |
| 7 | FRBA | First Bank/hamilton Nj | +0.1% | +0.40% | Add |
| 8 | NOC | Northrop Grumman CORP | +0.1% | +2.05% | Add |
| 9 | VST | Vistra CORP | +0.1% | +1.77% | Add |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 11 | PTNQ | Pacer Trendpilot 100 ETF | +0.1% | NEW | New buy |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | NEW | New buy |
| 13 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 14 | PNC | Pnc Financial Services Group | +0.1% | +0.94% | Add |
| 15 | GDX | Vaneck Gold Miners ETF | +0.1% | +0.90% | Add |
| 16 | SPHD | Invesco S&p 500 High Dividen | +0.1% | +20.93% | Add |
| 17 | ABT | Abbott Laboratories | +0.1% | NEW | New buy |
| 18 | MDT | Medtronic plc | +0.1% | NEW | New buy |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | NEW | New buy |
| 20 | HSY | Hershey Co/the | +0.1% | NEW | New buy |
| 21 | MO | Altria Group Inc | +0.1% | NEW | New buy |
| 22 | MOAT | Vaneck Morningstar Wide Moat | 0% | -0.34% | Trim |
| 23 | MSI | Motorola Solutions Inc | 0% | -2.55% | Trim |
| 24 | UNH | Unitedhealth Group Inc | 0% | +1.19% | Add |
| 25 | AVDE | Avantis International Equity | 0% | +0.69% | Add |
| 26 | ZTS | Zoetis Inc | 0% | +2.27% | Add |
| 27 | BX | Blackstone Inc | 0% | +1.63% | Add |
| 28 | AAPL | Apple Inc | 0% | -1.61% | Trim |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.72% | Add |
| 30 | CGCP | Cap Group Core Plus Income | 0% | +3.17% | Add |
| 31 | NVS | Novartis Ag-sponsored Adr | 0% | +2.49% | Add |
| 32 | COWZ | Pacer US Cash Cows 100 ETF | — | +0.90% | Add |
| 33 | AVUV | Avantis US Small Cap Value | — | +0.36% | Add |
| 34 | PAVE | Global X US Infrastructure | — | -3.44% | Trim |
| 35 | JHML | John Hancock Multi Fact Lrg | -0.1% | -0.52% | Trim |
| 36 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | EXIT | Sold out |
| 37 | QGRO | American Century US Quality | -0.1% | -0.71% | Trim |
| 38 | BIZD | Vaneck Bdc Income ETF | -0.1% | EXIT | Sold out |
| 39 | XHB | Ss Spdr S&p Homebldrs ETF | -0.1% | EXIT | Sold out |
| 40 | SPGP | Invesco S&p 500 Garp ETF | -0.1% | -11.54% | Trim |
| 41 | HTGC | Hercules Capital Inc | -0.1% | EXIT | Sold out |
| 42 | PULS | Pgim Ultra Short Bond ETF | -0.1% | +3.96% | Add |
| 43 | AMZN | Amazon.com Inc | -0.1% | -7.12% | Trim |
| 44 | SNOW | Snowflake Inc | -0.1% | EXIT | Sold out |
| 45 | MCK | Mckesson CORP | -0.1% | +0.68% | Add |
| 46 | MSFT | Microsoft CORP | -0.1% | -2.00% | Trim |
| 47 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -1.37% | Trim |
| 48 | GOOG | Alphabet Inc-cl C | -0.3% | -26.91% | Trim |
| 49 | LLY | Eli Lilly & Co | -0.3% | -9.94% | Trim |
| 50 | SMH | Vaneck Semiconductor ETF | -0.3% | -1.10% | Trim |
According to official SEC Form 13F filings, IAM Advisory, LLC reported a total U.S. public equity portfolio value of $513.2M across 102 disclosed positions in Q3 2024.
During Q3 2024, IAM Advisory, LLC's top holdings by market value included NOBL (17.1%)、DGRW (16.4%)、CGCP (6.4%). The largest single position, NOBL, represented 17.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NOBL, DGRW, CGCP) accounted for 39.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
HWM
市值: $680.9K
Top Position Liquidated / Trimmed
SNOW
前期市值: $475.9K
In Q3 2024, IAM Advisory, LLC made 49 total portfolio adjustments, initiating 11 new buys, adding to 20 positions, trimming 13 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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