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IAM Advisory, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
WisdomTree Trust DGRWCommon274,897274,89717,453,223,00017,453,223,0006.10  Hist 09/30/2023
Pacer Funds Trust GCOWCommon279,971279,9719,110,258,0009,110,258,0003.18  Hist 09/30/2023
VANECK VECTORS ETF TR SEMICONDUCTOR ET SMHSTOCK30,38930,3894,405,797,0004,405,797,0001.54  Hist 09/30/2023
NOVO NORDISK A S NVOADR16,05216,0521,459,808,0001,459,808,0000.51  Hist 09/30/2023
NOVARTIS AG NVSADR12,56512,5651,279,871,0001,279,871,0000.45  Hist 09/30/2023
ADOBE INC. ADBECommon1,2731,273649,103,000649,103,0000.230.00 Hist 09/30/2023
ServiceNow, Inc. NOWCOM1,0581,058591,380,000591,380,0000.21  Hist 09/30/2023
Uber Technologies, Inc UBERCommon Stock12,36112,361568,482,000568,482,0000.20  Hist 09/30/2023
Meta Platforms, Inc. FBCommon1,8671,867560,492,000560,492,0000.20  Hist 09/30/2023
Salesforce, Inc. CRMCommon2,4842,484503,706,000503,706,0000.18  Hist 09/30/2023
SELECT SECTOR SPDR TR SBI INT-ENERGY XLEOPTION3,0533,053275,944,000275,944,0000.10  Hist 09/30/2023
EPR PROPERTIES EPRCOM SH BEN INT6,4176,417266,562,000266,562,0000.09  Hist 09/30/2023
iSHARES TRUST INDACommon5,0775,077224,505,000224,505,0000.08  Hist 09/30/2023
AbbVie Inc. ABBVCOM1,4851,485221,350,000221,350,0000.080.00 Hist 09/30/2023
COCA COLA CO KOCommon3,7003,700207,150,000207,150,0000.070.00 Hist 09/30/2023
ECOLAB INC. ECLCommon1,2171,217206,180,000206,180,0000.070.00 Hist 09/30/2023
Ginkgo Bioworks Holdings, Inc. DNACommon13,40013,40024,254,00024,254,0000.010.00 Hist 09/30/2023
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