Iam Advisory, LLC Purchases and Sells in Q4 2025

Iam Advisory, LLC

$427 Million
Q4 2025

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	944K + 195.25%	$41.33 - $43.47 $39M - $41M	1.43M $61.2M
CGGR	283K + 81.42%	$43.04 - $45.68 $12.2M - $12.9M	630K $27.2M
XLK	6.38K + 100.24%	$278.39 - $304.13 $1.78M - $1.94M	12.7K $3.67M
CGCP	36.8K + 3.02%	$22.64 - $22.98 $834K - $846K	1.26M $28.5M
AVDE	2.28K + 0.56%	$77.65 - $81.2 $177K - $185K	410K $32.9M
XLB	4.49K + 100.81%	$84.72 - $89.9 $381K - $404K	8.95K $776K

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BMY	30.8K New	$42.6 - $49.08 $1.31M - $1.51M	30.8K $1.44M
GILD	10.4K New	$110.56 - $125.2 $1.15M - $1.3M	10.4K $1.29M
LDOS	6.4K New	$184.41 - $199.55 $1.18M - $1.28M	6.4K $1.22M
AEIS	5.13K New	$169.62 - $225.8 $870K - $1.16M	5.13K $1.04M
STRL	2.53K New	$326.6 - $411.07 $828K - $1.04M	2.53K $858K
VIG	1.33K New	N/A	1.33K $242K

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NOBL	-287K - 42.56%	$100.8 - $103.83 $28.9M - $29.8M	387K $39.8M
JHML	-163K - 50.01%	$76.59 - $80.09 $12.4M - $13M	162K $12.8M
DGRW	-140K - 17.41%	$87.0 - $90.6 $12.1M - $12.6M	662K $58.8M
QGRO	-1.24K - 0.9%	$111.17 - $117.03 $138K - $145K	136K $15.4M
SUB	-3.33K - 21.28%	$106.22 - $106.81 $354K - $356K	12.3K $1.31M
AVGO	-1.66K - 8.43%	$324.63 - $385.98 $537K - $639K	18K $6.16M

Activity Summary All Purchases 62 New Holdings 13 Increased Positions 49 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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