Iam Advisory, LLC Reduced Holdings in Q4 2025

Iam Advisory, LLC

  • $427 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-287K
- 42.56%
$100.8 - $103.83 $28.9M - $29.8M
387K $39.8M
JHML
John Hancock Multifactor Large

ETFs
-163K
- 50.01%
$76.59 - $80.09 $12.4M - $13M
162K $12.8M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-140K
- 17.41%
$87.0 - $90.6 $12.1M - $12.6M
662K $58.8M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-1.24K
- 0.9%
$111.17 - $117.03 $138K - $145K
136K $15.4M
SUB
Ishares Short Term National Mu

ETFs
-3.33K
- 21.28%
$106.22 - $106.81 $354K - $356K
12.3K $1.31M
AVGO
Broadcom Inc.

Technology
-1.66K
- 8.43%
$324.63 - $385.98 $537K - $639K
18K $6.16M
VST
Vistra Corp.

Utilities
-217
- 2.14%
$171.56 - $210.85 $37.2K - $45.8K
9.93K $1.73M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.8K
- 5.95%
$68.28 - $84.44 $191K - $237K
44.3K $3.37M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-127
- 1.29%
$178.37 - $198.46 $22.7K - $25.2K
9.7K $1.78M
LHX
L3 Harris Technologies, Inc.

Industrials
-146
- 1.66%
$283.87 - $306.76 $41.4K - $44.8K
8.67K $2.51M
ORCL
Oracle Corp

Technology
-393
- 27.62%
$217.57 - $313.0 $85.5K - $123K
1.03K $226K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-503
- 0.48%
$74.62 - $78.21 $37.5K - $39.3K
104K $7.78M
SIL
Global X Silver Miners ETF

ETFs
-1.07K
- 29.12%
$62.2 - $79.85 $66.4K - $85.2K
2.6K $177K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-99
- 1.18%
$184.47 - $199.8 $18.3K - $19.8K
8.28K $1.53M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.5K
- 3.49%
$52.21 - $52.72 $78.1K - $78.8K
41.4K $2.17M
ECL
Ecolab Inc.

Basic Materials
-112
- 10.93%
$253.06 - $281.35 $28.3K - $31.5K
913 $236K
PANW
Palo Alto Networks Inc

Technology
-206
- 2.16%
$204.77 - $221.38 $42.2K - $45.6K
9.35K $1.92M
NVDA
Nvidia Corp

Technology
-143
- 0.63%
$179.83 - $207.04 $25.7K - $29.6K
22.5K $4.2M
ABBV
Abb Vie Inc.

Healthcare
-127
- 8.59%
$211.96 - $244.38 $26.9K - $31K
1.35K $316K
BKR
Baker Hughes CO

Energy
-429
- 6.98%
$44.47 - $49.08 $19.1K - $21.1K
5.72K $278K
PG
Procter & Gamble CO

Consumer Defensive
-53
- 3.12%
$145.5 - $153.18 $7.71K - $8.12K
1.65K $239K
XLI
Industrial Sector Spdr

ETFs
-9
- 0.4%
$149.9 - $155.79 $1.35K - $1.4K
2.26K $343K
KO
Coca Cola CO

Consumer Defensive
-108
- 3.4%
$66.1 - $71.61 $7.14K - $7.73K
3.07K $217K
XOM
Exxon Mobil Corp

Energy
-88
- 1.89%
$110.64 - $119.78 $9.74K - $10.5K
4.58K $538K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-259
- 0.87%
$55.63 - $58.98 $14.4K - $15.3K
29.6K $1.74M
AIQ
Global X Funds Global X Artifi

ETFs
-673
- 0.85%
$48.93 - $53.56 $32.9K - $36K
78K $3.91M
HWM
Howmet Aerospace Inc.

Industrials
-17
- 0.27%
$184.09 - $209.74 $3.13K - $3.57K
6.31K $1.28M
MCK
Mckesson Corp

Healthcare
-195
- 4.99%
$738.06 - $859.37 $144K - $168K
3.71K $3.13M
AMZN
Amazon Com Inc

Consumer Cyclical
-22
- 0.22%
$213.04 - $254.0 $4.69K - $5.59K
10.1K $2.37M
AAPL
Apple Inc.

Technology
-386
- 1.67%
$245.27 - $275.25 $94.7K - $106K
22.7K $6.06M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-769
- 2.75%
$325.34 - $368.61 $250K - $283K
27.2K $9.37M
GOOG
Alphabet Inc.

Communication Services
-142
- 1.33%
$237.49 - $291.74 $33.7K - $41.4K
10.5K $3M
AMD
Advanced Micro Devices Inc

Technology
-463
- 3.42%
$164.01 - $264.33 $75.9K - $122K
13.1K $3.15M
LLY
Eli Lilly & CO

Healthcare
-200
- 4.03%
$799.57 - $1025.28 $160K - $205K
4.76K $4.87M
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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