Iam Advisory, LLC Purchases in Q3 2024

Iam Advisory, LLC

  • $394 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
10.5K
+ 1.69%
$95.1 - $106.76 $1M - $1.13M
636K $67.9M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
8.31K
+ 1.08%
$75.88 - $83.21 $631K - $692K
781K $65M
CGCP
Capital Group Core Plus Income

ETFs
33.7K
+ 3.17%
$22.12 - $23.31 $746K - $786K
1.1M $25.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.48K
+ 0.9%
$53.41 - $57.9 $186K - $201K
391K $22.6M
AVDE
American Centy ETF Tr Avantis

ETFs
1.33K
+ 0.69%
$60.09 - $67.67 $79.8K - $89.9K
194K $13M
HWM
Howmet Aerospace Inc.

Industrials
6.79K
New
$77.3 - $100.22 $525K - $681K
6.79K $680K
LMT
Lockheed Martin Corp

Industrials
54
+ 1.34%
$460.3 - $584.56 $24.9K - $31.6K
4.08K $2.39M
PULS
Pgim ETF Tr

ETFs
9.71K
+ 3.96%
$49.47 - $49.8 $481K - $484K
255K $12.7M
AVUV
American Centy ETF Tr Avantis

ETFs
276
+ 0.36%
$88.24 - $99.7 $24.4K - $27.5K
76.7K $7.36M
FRBA
First Bank (Nj) Common Stock

Financial Services
748
+ 0.4%
$12.29 - $15.79 $9.19K - $11.8K
187K $2.85M
VST
Vistra Corp.

Utilities
180
+ 1.77%
$69.0 - $119.06 $12.4K - $21.4K
10.3K $1.22M
PNC
Pnc Financial Services Group, Inc.

Financial Services
94
+ 0.94%
$156.14 - $187.2 $14.7K - $17.6K
10.1K $1.86M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
440
+ 0.9%
$33.89 - $41.64 $14.9K - $18.3K
49.2K $1.96M
UNH
Unitedhealth Group Inc

Healthcare
44
+ 1.19%
$488.01 - $604.18 $21.5K - $26.6K
3.73K $2.18M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.6K
New
$162.83 - $179.16 $260K - $286K
1.6K $285K
ZTS
Zoetis Inc.

Healthcare
217
+ 2.27%
$172.58 - $196.48 $37.4K - $42.6K
9.77K $1.91M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3.14K
+ 20.93%
$44.07 - $50.57 $138K - $159K
18.1K $916K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
3.39K
New
$68.53 - $74.13 $232K - $251K
3.39K $248K
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.12K
New
$42.54 - $47.97 $218K - $246K
5.12K $243K
IBM
International Business Machines Corp

Technology
1.07K
New
$175.1 - $223.38 $187K - $239K
1.07K $236K
ABT
Abbott Laboratories

Healthcare
1.9K
New
$100.07 - $118.13 $190K - $224K
1.9K $216K
MDT
Medtronic PLC

Healthcare
2.33K
New
$76.84 - $91.03 $179K - $212K
2.33K $210K
XLU
Utilities Sector Spdr

ETFs
2.57K
New
$67.67 - $80.78 $174K - $208K
2.57K $207K
HSY
Hershey CO

Consumer Defensive
1.05K
New
$182.45 - $203.25 $192K - $213K
1.05K $201K
MO
Altria Group, Inc.

Consumer Defensive
3.93K
New
$45.95 - $54.71 $181K - $215K
3.93K $200K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 0.72%
$405.19 - $478.57 $8.91K - $10.5K
3.1K $1.42M
NVS
Novartis Ag

Healthcare
363
+ 2.49%
$106.13 - $120.89 $38.5K - $43.9K
14.9K $1.72M
BX
Blackstone Inc.

Financial Services
85
+ 1.63%
$120.77 - $159.66 $10.3K - $13.6K
5.29K $809K
IWM
Ishares Russell 2000 ETF

ETFs
262
+ 4.41%
$200.87 - $224.6 $52.6K - $58.8K
6.21K $1.37M
IHDG
Wisdomtree Tr

ETFs
3.05K
+ 1.43%
$42.42 - $46.78 $129K - $142K
216K $9.89M
URI
United Rentals, Inc.

Industrials
14
+ 1.58%
$627.41 - $814.1 $8.78K - $11.4K
900 $728K
LHX
L3 Harris Technologies, Inc.

Industrials
147
+ 1.8%
$221.96 - $243.27 $32.6K - $35.8K
8.3K $1.97M
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.13%
$233.44 - $279.45 $1.17K - $1.4K
3.72K $1.03M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
161
+ 2.04%
$210.25 - $231.86 $33.9K - $37.3K
8.07K $1.8M
MCD
Mcdonalds Corp

Consumer Cyclical
14
+ 0.55%
$245.82 - $304.51 $3.44K - $4.26K
2.58K $784K
XLI
Industrial Sector Spdr

ETFs
621
+ 19.71%
$120.56 - $135.44 $74.9K - $84.1K
3.77K $510K
CGGR
Capital Group Growth ETF Shs C

ETFs
67
+ 0.1%
$30.71 - $34.79 $2.06K - $2.33K
64.5K $2.24M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
173
+ 2.12%
$141.31 - $161.48 $24.4K - $27.9K
8.32K $1.34M
AVGO
Broadcom Inc.

Technology
20.2K
+ 857.91%
$136.27 - $1745.86 $2.75M - $35.2M
22.5K $3.89M
TT
Trane Technologies PLC

Industrials
4
+ 0.25%
$314.21 - $388.71 $1.26K - $1.55K
1.58K $612K
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.16%
$101.25 - $127.45 $608 - $765
3.68K $447K
ANET
Arista Networks, Inc.

Technology
32
+ 1.75%
$311.42 - $388.21 $9.97K - $12.4K
1.86K $713K
JEPI
J P Morgan Exchange Traded Fd

ETFs
410
+ 2.83%
$54.98 - $59.51 $22.5K - $24.4K
14.9K $887K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
375
+ 0.82%
$51.78 - $52.98 $19.4K - $19.9K
46.1K $2.44M
ETN
Eaton Corp PLC

Industrials
86
+ 4.5%
$272.52 - $333.02 $23.4K - $28.6K
2K $661K
PANW
Palo Alto Networks Inc

Technology
142
+ 2.95%
$294.18 - $368.01 $41.8K - $52.3K
4.96K $1.69M
ADI
Analog Devices Inc

Technology
181
+ 2.19%
$200.56 - $243.33 $36.3K - $44K
8.43K $1.94M
SUB
Ishares Short Term National Mu

ETFs
271
+ 1.63%
$104.3 - $106.3 $28.3K - $28.8K
16.9K $1.79M
ORCL
Oracle Corp

Technology
5
+ 0.31%
$125.9 - $170.35 $630 - $852
1.59K $271K
Activity Summary
Buys All Purchases 71 New Holdings 11 Increased Positions 60 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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