IAM Advisory, LLC
Q4 2024 13F Holdings
- Locationeaston, PA
- Num holdings
101
- Value ($000)
$394,593
- Date Filed01/15/2025
- Form type13F-HR
- CIK0001825292
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $64.65M | 16 % | 649,451 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $63.75M | 16 % | 787,686 | ||
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $25.34M | 6 % | 1,141,564 | ||
JHML JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 47804J107 | $23.21M | 6 % | 333,192 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $22.26M | 6 % | 394,078 | ||
QGRO AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 | $14.73M | 4 % | 147,731 | ||
PULS PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | $13.10M | 3 % | 264,377 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $11.72M | 3 % | 190,988 | ||
IHDG WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | $9.54M | 2 % | 219,399 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $7.36M | 2 % | 76,200 |
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