IAM Advisory, LLC
Q2 2025 13F Holdings
- Locationeaston, PA
- Num holdings
97
- Value ($000)
$416,590
- Date Filed07/08/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRW WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | $66.61M | 16 % | 795,448 | ||
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $66.42M | 16 % | 659,573 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $29.87M | 7 % | 403,623 | ||
CGCP CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | $27.02M | 7 % | 1,200,730 | ||
JHML JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 47804J107 | $23.86M | 6 % | 325,238 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 | $18.94M | 5 % | 479,521 | ||
QGRO AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 | $14.98M | 4 % | 137,273 | ||
CGGR CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 | $14.06M | 3 % | 345,835 | ||
CGSD CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | 14020Y409 | $13.59M | 3 % | 523,928 | ||
SMH VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | $8.25M | 2 % | 29,571 |
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