Iam Advisory, LLC Portfolio Holdings
Iam Advisory, LLC
- $381 Million
- Q1 2025
Iam Advisory, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $381 Million distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Proshares S&P 500 Dividend Ari with a value of $65.3M, Wisdomtree Tr Us Quality Divid with a value of $61.9M, Capital Group Core Plus Income with a value of $26.1M, John Hancock Multifactor Large with a value of $21.8M, and Pacer Fds Tr Us Cash Cows 100 with a value of $21.4M.
Examining the 13F form we can see an decrease of $11M in the current position value, from $392M to 381M.
Below you can find more details about Iam Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$381 Million
ETFs: $303 Million
Technology: $23.7 Million
Healthcare: $17.9 Million
Industrials: $14.6 Million
Financial Services: $7.28 Million
Communication Services: $4.26 Million
Basic Materials: $3.61 Million
Consumer Cyclical: $2.74 Million
Other: $4.19 Million