Iam Advisory, LLC Sells in Q4 2024

Iam Advisory, LLC

  • $392 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
-2.67K
- 1.38%
$60.9 - $66.69 $162K - $178K
191K $11.7M
LLY
Eli Lilly & CO

Healthcare
-115
- 2.09%
$727.2 - $932.06 $83.6K - $107K
5.38K $4.15M
AMD
Advanced Micro Devices Inc

Technology
-28
- 0.2%
$118.88 - $172.8 $3.33K - $4.84K
13.7K $1.66M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-413
- 0.84%
$33.77 - $44.09 $13.9K - $18.2K
48.8K $1.66M
XLI
Industrial Sector Spdr

ETFs
-1.66K
- 43.93%
$131.76 - $143.99 $218K - $239K
2.12K $278K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-476
- 1.58%
$238.25 - $261.28 $113K - $124K
29.7K $7.2M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-3.28K
- 18.11%
$47.77 - $51.75 $157K - $170K
14.8K $717K
PAVE
Global X Fds Us Infrastructure

ETFs
-2.64K
- 3.37%
$40.41 - $45.95 $107K - $121K
75.5K $3.05M
JHML
John Hancock Multifactor Large

ETFs
-2.94K
- 0.88%
$68.78 - $73.44 $202K - $216K
333K $23.2M
MSFT
Microsoft Corp

Technology
-76
- 0.88%
$406.35 - $454.46 $30.9K - $34.5K
8.54K $3.6M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-420
- 14.34%
$113.79 - $124.5 $47.8K - $52.3K
2.51K $287K
JNJ
Johnson & Johnson

Healthcare
-113
- 6.33%
$143.34 - $165.86 $16.2K - $18.7K
1.67K $241K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-655
- 19.33%
$72.62 - $77.83 $47.6K - $51K
2.73K $202K
KO
Coca Cola CO

Consumer Defensive
-7
- 0.19%
$61.74 - $71.71 $432 - $502
3.66K $227K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-25
- 0.81%
$442.29 - $483.08 $11.1K - $12.1K
3.07K $1.39M
CVX
Chevron Corp

Energy
-121
- 2.06%
$141.15 - $162.53 $17.1K - $19.7K
5.75K $833K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-555
- 4.65%
$40.26 - $42.88 $22.3K - $23.8K
11.4K $461K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-137
- 8.58%
$174.22 - $187.62 $23.9K - $25.7K
1.46K $255K
ABBV
Abb Vie Inc.

Healthcare
-1
- 0.07%
$164.99 - $203.87 $165 - $204
1.52K $270K
ECL
Ecolab Inc.

Basic Materials
-11
- 0.93%
$234.32 - $261.43 $2.58K - $2.88K
1.18K $275K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-246
- 1.71%
$103.6 - $112.52 $25.5K - $27.7K
14.1K $1.48M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-61
- 1.32%
$69.58 - $74.87 $4.24K - $4.57K
4.57K $319K
PG
Procter & Gamble CO

Consumer Defensive
-13
- 0.85%
$161.05 - $179.7 $2.09K - $2.34K
1.52K $254K
ORCL
Oracle Corp

Technology
-25
- 1.57%
$165.41 - $192.43 $4.14K - $4.81K
1.57K $261K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-361
- 7.05%
$46.94 - $51.62 $16.9K - $18.6K
4.76K $237K
ABT
Abbott Laboratories

Healthcare
-14
- 0.74%
$111.93 - $119.39 $1.57K - $1.67K
1.88K $212K
AVUV
American Centy ETF Tr Avantis

ETFs
-459
- 0.6%
$94.37 - $106.41 $43.3K - $48.8K
76.2K $7.36M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-601
- 4.13%
$55.73 - $66.16 $33.5K - $39.8K
14K $842K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-18
- 0.58%
$98.04 - $108.11 $1.76K - $1.95K
3.09K $313K
TROW
Price T Rowe Group Inc

Financial Services
-4
- 0.21%
$106.48 - $124.69 $426 - $499
1.9K $215K
XLK
Technology Sector Spdr

ETFs
-118
- 1.82%
$220.26 - $241.44 $26K - $28.5K
6.37K $1.48M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-5
- 0.06%
$159.11 - $178.39 $796 - $892
8.31K $1.37M
BKR
Baker Hughes CO

Energy
-61
- 0.89%
$35.98 - $44.88 $2.19K - $2.74K
6.76K $277K
ADP
Automatic Data Processing Inc

Industrials
-33
- 0.89%
$280.08 - $307.97 $9.24K - $10.2K
3.68K $1.08M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.1K
- 4.3%
$89.66 - $102.16 $98.4K - $112K
24.4K $2.36M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-115
- 1.14%
$178.39 - $215.0 $20.5K - $24.7K
9.95K $1.92M
MSI
Motorola Solutions, Inc.

Technology
-22
- 0.36%
$449.08 - $504.6 $9.88K - $11.1K
6.02K $2.78M
CGGR
Capital Group Growth ETF Shs C

ETFs
-378
- 0.59%
$34.49 - $39.24 $13K - $14.8K
64.1K $2.38M
NVDA
Nvidia Corp

Technology
-110
- 0.48%
$117.0 - $148.88 $12.9K - $16.4K
22.6K $3.04M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.4K
- 1.58%
$58.39 - $67.04 $81.5K - $93.5K
87K $5.52M
NFLX
Netflix Inc

Communication Services
-7
- 0.41%
$687.65 - $936.56 $4.81K - $6.56K
1.71K $1.53M
AMZN
Amazon Com Inc

Consumer Cyclical
-22
- 0.22%
$180.88 - $232.93 $3.98K - $5.12K
10.2K $2.23M
AAPL
Apple Inc.

Technology
-122
- 0.52%
$221.69 - $259.02 $27K - $31.6K
23.3K $5.84M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-3.95K
- 2.6%
$90.31 - $106.37 $356K - $420K
148K $14.7M
AVGO
Broadcom Inc.

Technology
-237
- 1.05%
$159.67 - $250.0 $37.8K - $59.3K
22.3K $5.17M
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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