13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001825292
Total reported value
$513.2M
$513.2M
101 檔
38.8%
During the Q4 2024 filing period, IAM Advisory, LLC (CIK: 0001825292) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $513.2M across 101 reported positions.
IAM Advisory, LLC executed strategic sector rebalancing during Q4 2024, establishing 8 new positions while fully exiting 9 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 16.38% | -0.61% | +2.18% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 16.16% | -0.60% | +0.90% | |
| 3 | CGCP | Cap Group Core Plus Income | ETF-Other | 6.42% | -0.73% | +4.12% | |
| 4 | JHML | John Hancock Multi Fact Lrg | ETF-Other | 5.88% | -0.04% | -0.88% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.64% | -0.06% | +0.77% | |
| 6 | QGRO | American Century US Quality | ETF-Other | 3.73% | -0.12% | -2.60% | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 3.32% | — | +3.78% | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 2.97% | -0.66% | -1.38% | |
| 9 | IHDG | Wisdomtree International Hed | ETF-Other | 2.42% | — | +1.38% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.86% | +0.05% | -0.60% | |
| 11 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.82% | +0.85% | -1.58% | |
| 12 | CGDV | Cap Group Dividend Value | ETF-Other | 1.76% | +0.20% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.48% | -0.01% | -0.52% | |
| 14 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.40% | +0.43% | -1.58% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.31% | +0.06% | -1.05% | |
| 16 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.12% | — | -1.76% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.12% | -2.09% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | -0.07% | -0.88% | |
| 19 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.83% | — | — | |
| 20 | PAVE | Global X US Infrastructure | ETF-Other | 0.77% | — | -3.37% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.01% | -0.48% | |
| 22 | MSI | Motorola Solutions Inc | Stock-Tech | 0.71% | -0.10% | -0.36% | |
| 23 | FRBA | First Bank/hamilton Nj | Stock-Other | 0.67% | — | +0.41% | |
| 24 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.61% | -0.05% | +0.99% | |
| 25 | CGGR | Cap Group Growth Equity | ETF-Other | 0.60% | +0.11% | -0.59% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.60% | -0.57% | EXIT | |
| 27 | MCK | Mckesson CORP | Stock-Healthcare | 0.58% | -0.17% | +1.18% | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 0.58% | -0.55% | EXIT | |
| 29 | WM | Waste Management Inc | Stock-Industrials | 0.58% | -0.08% | +0.89% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | — | -0.22% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.51% | -0.15% | +1.35% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.07% | +2.30% | |
| 33 | PNC | Pnc Financial Services Group | Stock-Financials | 0.49% | — | -1.14% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | — | +0.46% | |
| 35 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.47% | -0.22% | +0.89% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.47% | -0.05% | +1.55% | |
| 37 | ADI | Analog Devices Inc | Stock-Tech | 0.46% | — | +2.05% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.46% | +0.30% | +99.62% | |
| 39 | SUB | Ishares Short-term National | ETF-Other | 0.46% | -0.04% | +0.95% | |
| 40 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.45% | -0.17% | +1.60% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.45% | -0.04% | +2.15% | |
| 42 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.44% | — | +2.16% | |
| 43 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.44% | -0.05% | +0.72% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.42% | +0.85% | -0.20% | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.42% | -0.28% | -0.84% | |
| 46 | ZTS | Zoetis Inc | Stock-Healthcare | 0.41% | — | +2.57% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | — | -0.41% | |
| 48 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.38% | — | — | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.38% | +0.12% | -1.82% | |
| 50 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.37% | — | -1.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | +1.8% | NEW | New buy |
| 2 | IGV | Ishares Expanded Tech-softwa | +0.4% | NEW | New buy |
| 3 | AVGO | Broadcom Inc | +0.3% | -1.05% | Trim |
| 4 | QGRO | American Century US Quality | +0.2% | -2.60% | Trim |
| 5 | DOV | Dover CORP | +0.2% | NEW | New buy |
| 6 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 7 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +3.78% | Add |
| 8 | BIZD | Vaneck Bdc Income ETF | +0.1% | NEW | New buy |
| 9 | AAPL | Apple Inc | +0.1% | -0.52% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.1% | -0.22% | Trim |
| 11 | MCK | Mckesson CORP | +0.1% | +1.18% | Add |
| 12 | NFLX | Netflix Inc | +0.1% | -0.41% | Trim |
| 13 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | -1.58% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +2.30% | Add |
| 15 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 16 | NVDA | Nvidia CORP | +0.1% | -0.48% | Trim |
| 17 | FISV | Fiserv Inc | +0.1% | NEW | New buy |
| 18 | KCE | Ss Spdr S&p Cap Mkts ETF | +0.1% | NEW | New buy |
| 19 | HON | Honeywell International Inc | +0.1% | +1.80% | Add |
| 20 | VST | Vistra CORP | +0.1% | +0.35% | Add |
| 21 | NOC | Northrop Grumman CORP | -0.1% | +0.89% | Add |
| 22 | SMH | Vaneck Semiconductor ETF | -0.1% | -1.58% | Trim |
| 23 | MDT | Medtronic plc | -0.1% | EXIT | Sold out |
| 24 | MRK | Merck & Co. Inc. | -0.1% | +2.15% | Add |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | EXIT | Sold out |
| 26 | HSY | Hershey Co/the | -0.1% | EXIT | Sold out |
| 27 | FRBA | First Bank/hamilton Nj | -0.1% | +0.41% | Add |
| 28 | MOAT | Vaneck Morningstar Wide Moat | -0.1% | -1.76% | Trim |
| 29 | NVS | Novartis Ag-sponsored Adr | -0.1% | +1.66% | Add |
| 30 | FCX | Freeport-mcmoran Inc | -0.1% | EXIT | Sold out |
| 31 | XLI | Ss Industrial Select Sector | -0.1% | -43.93% | Trim |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | +0.46% | Add |
| 33 | ZTS | Zoetis Inc | -0.1% | +2.57% | Add |
| 34 | PFE | Pfizer Inc | -0.1% | EXIT | Sold out |
| 35 | COWZ | Pacer US Cash Cows 100 ETF | -0.1% | +0.77% | Add |
| 36 | IHDG | Wisdomtree International Hed | -0.1% | +1.38% | Add |
| 37 | GDX | Vaneck Gold Miners ETF | -0.1% | -0.84% | Trim |
| 38 | LMT | Lockheed Martin CORP | -0.1% | +1.35% | Add |
| 39 | AMGN | Amgen Inc | -0.1% | +1.55% | Add |
| 40 | SHW | Sherwin-williams Co/the | -0.1% | — | Unchanged |
| 41 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | +1.34% | Add |
| 42 | JMST | JPM Ultra-short Muni Income | -0.1% | EXIT | Sold out |
| 43 | AMD | Advanced Micro Devices | -0.2% | -0.20% | Trim |
| 44 | LLY | Eli Lilly & Co | -0.2% | -2.09% | Trim |
| 45 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | Sold out |
| 46 | UBER | Uber Technologies Inc | -0.2% | EXIT | Sold out |
| 47 | DGRW | Wisdomtree U.s. Quality Divi | -0.3% | +0.90% | Add |
| 48 | AVDE | Avantis International Equity | -0.3% | -1.38% | Trim |
| 49 | XBI | Ss Spdr S&p Biotech ETF | -0.4% | EXIT | Sold out |
| 50 | NOBL | Proshares S&p 500 Dividend A | -0.8% | +2.18% | Add |
According to official SEC Form 13F filings, IAM Advisory, LLC reported a total U.S. public equity portfolio value of $513.2M across 101 disclosed positions in Q4 2024.
During Q4 2024, IAM Advisory, LLC's top holdings by market value included NOBL (16.4%)、DGRW (16.2%)、CGCP (6.4%). The largest single position, NOBL, represented 16.4% 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 38.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
CGDV
市值: $6.9M
Top Position Liquidated / Trimmed
XBI
前期市值: $1.6M
In Q4 2024, IAM Advisory, LLC made 49 total portfolio adjustments, initiating 8 new buys, adding to 18 positions, trimming 14 holdings, and fully liquidating 9 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.