Iam Advisory, LLC Purchases in Q4 2025

Iam Advisory, LLC

  • $427 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
944K
+ 195.25%
$41.33 - $43.47 $39M - $41M
1.43M $61.2M
CGGR
Capital Group Growth ETF Shs C

ETFs
283K
+ 81.42%
$43.04 - $45.68 $12.2M - $12.9M
630K $27.2M
XLK
Technology Sector Spdr

ETFs
6.38K
+ 100.24%
$278.39 - $304.13 $1.78M - $1.94M
12.7K $3.67M
BMY
Bristol Myers Squibb CO

Healthcare
30.8K
New
$42.6 - $49.08 $1.31M - $1.51M
30.8K $1.44M
GILD
Gilead Sciences, Inc.

Healthcare
10.4K
New
$110.56 - $125.2 $1.15M - $1.3M
10.4K $1.29M
LDOS
Leidos Holdings, Inc.

Technology
6.4K
New
$184.41 - $199.55 $1.18M - $1.28M
6.4K $1.22M
AEIS
Advanced Energy Industries Inc

Industrials
5.13K
New
$169.62 - $225.8 $870K - $1.16M
5.13K $1.04M
STRL
Sterling Construction CO Inc

Industrials
2.53K
New
$326.6 - $411.07 $828K - $1.04M
2.53K $858K
CGCP
Capital Group Core Plus Income

ETFs
36.8K
+ 3.02%
$22.64 - $22.98 $834K - $846K
1.26M $28.5M
AVDE
American Centy ETF Tr Avantis

ETFs
2.28K
+ 0.56%
$77.65 - $81.2 $177K - $185K
410K $32.9M
MRK
Merck & Co., Inc.

Healthcare
486
+ 2.15%
$82.49 - $92.93 $40.1K - $45.2K
23.1K $2.14M
VIG
Vanguard Dividend Appreciation

ETFs
1.33K
New
N/A
1.33K $242K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.85K
New
$101.39 - $114.39 $187K - $211K
1.85K $210K
MDT
Medtronic PLC

Healthcare
2.14K
New
$90.06 - $98.43 $193K - $211K
2.14K $206K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
331
New
$600.51 - $631.95 $199K - $209K
331 $204K
PLTM
Granite Shares Platinum Trust

ETFs
12.2K
New
$14.75 - $16.48 $180K - $201K
12.2K $181K
FCX
Freeport Mcmoran Inc

Basic Materials
4.14K
New
$38.65 - $43.31 $160K - $179K
4.14K $166K
PLTR
Palantir Technologies Inc.

Technology
1.32K
+ 12.8%
$172.14 - $207.18 $227K - $273K
11.6K $2.02M
GE
General Electric CO

Industrials
336
+ 9.56%
$291.49 - $314.28 $97.9K - $106K
3.85K $1.16M
NVS
Novartis Ag

Healthcare
66
+ 0.41%
$121.8 - $132.39 $8.04K - $8.74K
16.2K $2.13M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
1.16K
+ 3.56%
$50.37 - $50.58 $58.2K - $58.5K
33.6K $1.7M
UGL
Pro Shares Trust Ii

ETFs
149
+ 2.04%
$45.87 - $58.66 $6.83K - $8.74K
7.46K $376K
VRT
Vertiv Holdings CO

Industrials
333
+ 5.65%
N/A
6.22K $539K
JNJ
Johnson & Johnson

Healthcare
24
+ 1.57%
$185.98 - $199.58 $4.46K - $4.79K
1.55K $309K
KIND
Nextdoor Holdings, Inc.

Communication Services
12.2K
New
$1.67 - $2.14 $20.4K - $26.1K
12.2K $21K
RTX
Raytheon Technologies Corp

Industrials
30
+ 2.22%
$157.0 - $179.44 $4.71K - $5.38K
1.38K $242K
CVX
Chevron Corp

Energy
109
+ 7.51%
$148.9 - $157.72 $16.2K - $17.2K
1.56K $241K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
548
+ 1.23%
$20.77 - $20.97 $11.4K - $11.5K
45K $943K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
97
+ 1.04%
$43.6 - $45.68 $4.23K - $4.43K
9.45K $426K
MCD
Mcdonalds Corp

Consumer Cyclical
16
+ 0.61%
$293.81 - $310.11 $4.7K - $4.96K
2.65K $809K
JEPI
J P Morgan Exchange Traded Fd

ETFs
227
+ 1.43%
$56.0 - $57.6 $12.7K - $13.1K
16.1K $915K
EWC
Ishares Msci Canada ETF

ETFs
36
+ 0.9%
$49.72 - $51.75 $1.79K - $1.86K
4.04K $205K
Arista Networks Inc
24
+ 0.33%
N/A
7.36K $0
Arm Holdings PLC
53
+ 1.17%
N/A
4.6K $0
Vanguard Mun Bd Fds
9.59K
New
N/A
9.59K $0
Wedbush Ser Tr
26
+ 0.4%
N/A
6.46K $0
Ge Vernova Inc
1
+ 0.05%
N/A
2K $0
CGSD
Capital Grp Core Plus Income E
14.9K
+ 2.75%
N/A
557K $0
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
812
+ 4.47%
$13.49 - $14.59 $11K - $11.8K
19K $267K
ABT
Abbott Laboratories

Healthcare
15
+ 0.89%
$123.62 - $134.59 $1.85K - $2.02K
1.7K $221K
TT
Trane Technologies PLC

Industrials
4
+ 0.26%
$408.5 - $448.65 $1.63K - $1.79K
1.57K $656K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
26
+ 0.45%
$70.3 - $73.05 $1.83K - $1.9K
5.85K $421K
ETN
Eaton Corp PLC

Industrials
99
+ 5.06%
$352.39 - $387.75 $34.9K - $38.4K
2.06K $724K
IWM
Ishares Russell 2000 ETF

ETFs
62
+ 0.9%
$236.79 - $250.33 $14.7K - $15.5K
6.96K $1.65M
MO
Altria Group, Inc.

Consumer Defensive
14
+ 0.31%
$56.38 - $66.65 $789 - $933
4.47K $260K
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.15%
$144.33 - $160.86 $866 - $965
3.91K $597K
FRBA
First Bank (Nj) Common Stock

Financial Services
329
+ 0.39%
$15.04 - $15.97 $4.95K - $5.25K
83.7K $1.32M
RSG
Republic Services, Inc.

Industrials
272
+ 5.24%
$204.12 - $227.29 $55.5K - $61.8K
5.46K $1.15M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
61
+ 0.83%
$91.7 - $105.68 $5.59K - $6.45K
7.37K $728K
Activity Summary
Buys All Purchases 62 New Holdings 13 Increased Positions 49 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Iam Advisory, LLC Portfolio

Follow Iam Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iam Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iam Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email