Fund HoldingsIAM Advisory, LLC

Total Portfolio Value
$416.59M
Total Bought
$78.16M
Total Sold
$63.70M
Net Transaction
+$14.46M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
AMERICAN CENTY ETF TR189,329403,623+214,29412,54729,8727.17%+17,325
CAPITAL GRP FIXED INCM ETF T
SHORT DURATION
0523,928+523,928013,5883.26%+13,588
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
63,571345,835+282,2642,17714,0583.37%+11,881
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
199,237479,521+280,2847,10118,9364.55%+11,835
WISDOMTREE TR(WT)0795,448+795,448066,61115.99%+66,611
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
88,792107,663+18,8715,5948,1371.95%+2,543
BROADCOM INC(AVGO)020,374+20,37405,6161.35%+5,616
JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP
0325,238+325,238023,8575.73%+23,857
VANECK ETF TRUST
SEMICONDUCTR ETF
029,571+29,57108,2471.98%+8,247
AMERICAN CENTY ETF TR0137,273+137,273014,9793.60%+14,979
T-MOBILE US INC(TMUS)05,722+5,72201,3630.33%+1,363
REPUBLIC SVCS INC(RSG)04,966+4,96601,2250.29%+1,225
NVIDIA CORPORATION(NVDA)22,67822,700+222,4583,5860.86%+1,129
MICROSOFT CORP(MSFT)8,4208,439+193,1614,1981.01%+1,037
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
1,163,7311,200,730+36,99926,12627,0166.49%+891
VISTRA CORP(VST)10,18410,154-301,1961,9680.47%+772
NETFLIX INC(NFLX)1,7101,695-151,5952,2700.54%+675
OREILLY AUTOMOTIVE INC(ORLY)07,198+7,19806490.16%+649
GLOBAL X FDS
ARTIFICIAL ETF
80,84480,828-162,9413,5310.85%+590
PALANTIR TECHNOLOGIES INC(PLTR)10,24310,356+1138651,4120.34%+547
ADVANCED MICRO DEVICES INC(AMD)13,51513,564+491,3891,9250.46%+536
GE VERNOVA INC(GEV)1,9061,984+785821,0500.25%+468
L3HARRIS TECHNOLOGIES INC(LHX)8,4348,715+2811,7652,1860.52%+421
AMERICAN CENTY ETF TR075,868+75,86806,9121.66%+6,912
VANECK ETF TRUST
GOLD MINERS ETF
48,19349,669+1,4762,2152,5860.62%+370
VERTIV HOLDINGS CO(VRT)5,5645,875+3114027540.18%+353
PALO ALTO NETWORKS INC(PANW)9,6159,559-561,6411,9560.47%+315
META PLATFORMS INC(META)1,8281,844+161,0541,3610.33%+308
ISHARES TR15,41815,322-961,3721,6780.40%+306
SELECT SECTOR SPDR TR
ST STR TECHN ETF
6,4446,44401,3301,6320.39%+301
AMAZON COM INC(AMZN)10,12310,135+121,9262,2230.53%+298
HOWMET AEROSPACE INC(HWM)7,0586,516-5429161,2130.29%+297
ORACLE CORP(ORCL)01,320+1,32002890.07%+289
SELECT SECTOR SPDR TR
ST STR SVC ETF
24,12124,016-1052,3262,6070.63%+280
PROSHARES TR
S&P 500 DV ARIST
647,399659,573+12,17466,15166,41915.94%+268
HONEYWELL INTL INC(HON)10,14810,371+2232,1492,4150.58%+266
ARM HOLDINGS PLC4,4224,556+1344727370.18%+265
ALPHABET INC(GOOG)10,28110,535+2541,6061,8690.45%+263
NOVARTIS AG(NVS)15,19615,901+7051,6941,9240.46%+230
SERVICENOW INC(NOW)1,0201,012-88121,0410.25%+229
ETFIS SER TR I
VIRTUS REAVES UT
03,013+3,01302280.05%+228
ARISTA NETWORKS INC(ANET)6,9557,328+3735397500.18%+211
MCKESSON CORP(MCK)3,9383,895-432,6502,8540.69%+204
EATON CORP PLC(ETN)1,8131,943+1304936940.17%+201
VANGUARD WELLINGTON FD8,3488,310-381,2661,4340.34%+167
TRANE TECHNOLOGIES PLC(TT)1,5831,564-195346840.16%+151
ISHARES TR6,2326,437+2051,2431,3890.33%+146
LOCKHEED MARTIN CORP(LMT)4,1464,245+991,8521,9660.47%+114
PNC FINL SVCS GROUP INC(PNC)9,9019,910+91,7401,8480.44%+107
SELECT SECTOR SPDR TR
ST STR FINL ETF
93,28790,721-2,5664,6474,7511.14%+104
PHILIP MORRIS INTL INC(PM)3,6923,696+45866730.16%+87
BLACKSTONE INC(BX)5,2865,468+1827398180.20%+79
GRAYSCALE BITCOIN TRUST ETF(GBTC)3,6823,740+582403170.08%+77
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
3,0843,08402963620.09%+66
FIRST BK WILLIAMSTOWN NEW JE
COM
083,014+83,01401,2840.31%+1,284
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
2,4602,393-672873390.08%+52
INTERNATIONAL BUSINESS MACHS(IBM)1,0831,090+72693210.08%+52
PROCTER AND GAMBLE CO(PG)1,3311,689+3582272690.06%+42
ISHARES TR2,5642,609+452102330.06%+24
SPDR GOLD TR(GLD)1,6861,666-204865080.12%+22
PROSHARES TR II(AGQ)1,9977,988+5,9912572770.07%+20
COCA COLA CO(KO)2,8563,158+3022052230.05%+19
ECOLAB INC(ECL)1,0201,023+32592760.07%+17
ABBOTT LABS1,6061,678+722132280.05%+15
PIMCO ETF TR
SHTRM MUN BD ACT
32,05132,254+2031,6031,6180.39%+15
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,4501,456+62512650.06%+13
AUTOMATIC DATA PROCESSING IN3,5793,583+41,0941,1050.27%+12
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,2812,086-1952993080.07%+9
ISHARES TR15,77615,748-281,6661,6750.40%+9
INVESCO EXCH TRADED FD TR II
SR LN ETF
38,02737,866-1617877920.19%+5
SELECT SECTOR SPDR TR
ST STR MATER ETF
3,7673,742-253243290.08%+5
LIVEONE INC10,00012,000+2,000790.00%+2
PIMCO ETF TR
INTER MUN BD ACT
42,98643,112+1262,2162,2140.53%-2
ALTRIA GROUP INC(MO)3,9453,952+72372320.06%-5
ABBVIE INC(ABBV)1,3351,467+1322802720.07%-8
NORTHROP GRUMMAN CORP(NOC)3,9354,011+762,0152,0050.48%-9
JOHNSON & JOHNSON(JNJ)1,4551,516+612412320.06%-10
INVESCO EXCH TRADED FD TR II4,9574,940-173703600.09%-11
BAKER HUGHES COMPANY(BKR)5,8866,115+2292592340.06%-24
AMPLIFY ETF TR13,89812,721-1,1775675410.13%-25
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
16,38616,014-3729369100.22%-26
WASTE MGMT INC DEL(WM)11,09111,098+72,5682,5400.61%-28
ZOETIS INC(ZTS)10,10210,362+2601,6631,6160.39%-47
MCDONALDS CORP(MCD)2,6082,623+158157660.18%-48
EXXON MOBIL CORP4,6194,628+95494990.12%-50
FISERV INC(FISV)1,3281,32802932290.05%-64
MOTOROLA SOLUTIONS INC(MSI)6,0155,996-192,6332,5210.61%-112
MARSH & MCLENNAN COS INC(MRSH)8,2298,601+3722,0081,8800.45%-128
MERCK & CO INC(MRK)18,10618,769+6631,6251,4860.36%-139
AMGEN INC(AMGN)7,1207,294+1742,2182,0360.49%-182
VANECK ETF TRUST
BDC INCOME ETF
27,10515,063-12,0424542450.06%-209
LINDE PLC(LIN)6000-6002790-279
BERKSHIRE HATHAWAY INC DEL3,0082,693-3151,6021,3080.31%-294
ELI LILLY & CO(LLY)5,1115,008-1034,2213,9040.94%-317
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
6,4510-6,4513340-334
APPLE INC(AAPL)22,86222,934+725,0784,7051.13%-373
DOVER CORP(DOV)4,1040-4,1047210-721
UNITEDHEALTH GROUP INC(UNH)3,6793,824+1451,9271,1930.29%-734
CHEVRON CORP NEW(CVX)5,5710-5,5719320-932
NOVO-NORDISK A S(NVO)17,1380-17,1381,1900-1,190
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