Iam Advisory, LLC Incresed Positions 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
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
XLB
Select Sector Spdr Fd Material

ETFs
4.49K
+ 100.81%
$84.72 - $89.9 $381K - $404K
8.95K $776K
MRK
Merck & Co., Inc.

Healthcare
486
+ 2.15%
$82.49 - $92.93 $40.1K - $45.2K
23.1K $2.14M
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
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
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
Arm Holdings PLC
53
+ 1.17%
N/A
4.6K $0
Arista Networks Inc
24
+ 0.33%
N/A
7.36K $0
CGSD
Capital Grp Core Plus Income E
14.9K
+ 2.75%
N/A
557K $0
Ge Vernova Inc
1
+ 0.05%
N/A
2K $0
Wedbush Ser Tr
26
+ 0.4%
N/A
6.46K $0
ABT
Abbott Laboratories

Healthcare
15
+ 0.89%
$123.62 - $134.59 $1.85K - $2.02K
1.7K $221K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
812
+ 4.47%
$13.49 - $14.59 $11K - $11.8K
19K $267K
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
XLF
Financial Sector Spdr

ETFs
706
+ 0.78%
$51.76 - $53.77 $36.5K - $38K
91.8K $4.81M
IGV
Ishares Expanded Tech Software

ETFs
39
+ 0.29%
$106.84 - $117.08 $4.17K - $4.57K
13.6K $1.46M
LMT
Lockheed Martin Corp

Industrials
29
+ 0.67%
$452.1 - $514.24 $13.1K - $14.9K
4.38K $2.06M
WM
Waste Management Inc

Industrials
72
+ 0.64%
$196.77 - $219.98 $14.2K - $15.8K
11.3K $2.37M
AVUV
American Centy ETF Tr Avantis

ETFs
287
+ 0.37%
$95.19 - $100.66 $27.3K - $28.9K
76.8K $7.5M
HON
Honeywell International Inc

Industrials
130
+ 1.23%
$194.07 - $220.67 $25.2K - $28.7K
10.7K $2.1M
ADP
Automatic Data Processing Inc

Industrials
8
+ 0.22%
$250.9 - $292.94 $2.01K - $2.34K
3.6K $901K
XLC
Select Sector Spdr Tr Communic

ETFs
17
+ 0.07%
$111.33 - $117.16 $1.89K - $1.99K
23.3K $2.6M
NOC
Northrop Grumman Corp

Industrials
7
+ 0.17%
$558.0 - $637.95 $3.91K - $4.47K
4.07K $2.29M
NFLX
Netflix Inc

Communication Services
14.9K
+ 880.34%
$110.29 - $1241.35 $1.64M - $18.5M
16.6K $1.83M
META
Meta Platforms, Inc.

Communication Services
4
+ 0.22%
$609.01 - $751.67 $2.44K - $3.01K
1.86K $1.13M
MSI
Motorola Solutions, Inc.

Technology
2
+ 0.03%
$379.98 - $462.26 $760 - $925
6.02K $2.29M
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
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