IAM Advisory, LLC
Q1 2025 13F Holdings
- Locationeaston, PA
- Num holdings
100
- Value ($000)
$385,040
- Date Filed04/11/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $66.15M | 17 % | 647,399 | ||
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $62.50M | 16 % | 782,642 | ||
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $26.13M | 7 % | 1,163,731 | ||
JHML JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 47804J107 | $21.88M | 6 % | 324,483 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $21.61M | 6 % | 394,599 | ||
PULS PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | $13.38M | 4 % | 269,131 | ||
QGRO AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 | $13.07M | 3 % | 139,511 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $12.55M | 3 % | 189,329 | ||
IHDG WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | $9.52M | 3 % | 219,275 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $7.10M | 2 % | 199,237 |
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