IAM Advisory, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationeaston, PA
- CIK0001825292
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
101 | $394.59M | NOBL, DGRW, CGCP, JHML | 13F-HR | Jan 15, 2025 | 000195175725000046 | ||
102 | $395.67M | NOBL, DGRW, CGCP, JHML | 13F-HR | Oct 7, 2024 | 000195175724000971 | ||
98 | $368.92M | DGRW, NOBL, CGCP, JHML | 13F-HR | Jul 12, 2024 | 000195175724000499 | ||
101 | $365.02M | NOBL, CGCP, COWZ, JHML | 13F-HR | Apr 15, 2024 | 000195175724000281 | ||
98 | $318.40M | NOBL, JHML, DGRW, COWZ | 13F-HR | Jan 12, 2024 | 000195175724000051 | ||
94 | $286.31M | NOBL, JHML, COWZ, DGRW | 13F-HR | Oct 10, 2023 | 000195175723000527 | ||
92 | $293.15M | NOBL, SCHD, JHML, COWZ | 13F-HR | Jul 13, 2023 | 000195175723000339 | ||
90 | $289.47M | NOBL, SCHD, JHML, COWZ | 13F-HR | Apr 10, 2023 | 000195175723000139 | ||
83 | $272.08M | NOBL, SCHD, PULS, JHML | 13F-HR | Jan 18, 2023 | 000195175723000010 | ||
78 | $236.67M | NOBL, SCHD, JHML, COWZ | 13F-HR | Oct 17, 2022 | 000182529222000006 | ||
79 | $243.40M | NOBL, SCHD, JHML, COWZ | 13F-HR | Jul 12, 2022 | 000182529222000005 | ||
76 | $246.19M | NOBL, SCHD, JHML, COWZ | 13F-HR | Apr 14, 2022 | 000182529222000004 | ||
71 | $252.86M | NOBL, JHML, QGRO, COWZ | 13F-HR | Jan 19, 2022 | 000182529222000003 | ||
72 | $235.59M | NOBL, JHML, PWB, QGRO | 13F-HR | Oct 14, 2021 | 000182529221000005 | ||
42 | $759.94M | VTI, VWO, VGK, IEMG | 13F-HR | Jul 20, 2021 | 000182529221000004 | ||
68 | $229.32M | NOBL, JHML, PWB, QGRO | 13F-HR | May 10, 2021 | 000182529221000003 | ||
63 | $199.06M | NOBL, JHML, PWB, QGRO | 13F-HR | Feb 8, 2021 | 000182529221000001 |