Rocket


News + Filings
Holdings

IAM Advisory, LLC

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

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Pacer Funds Trust COWZCommon370,3103,17318,304,404,000729,549,0006.39  Hist 09/30/2023
J P MORGAN EXCHANGE TRADED F JEPICommon15,22211,430815,283,000605,470,0000.28  Hist 09/30/2023
NVIDIA CORP NVDACommon2,1851,168950,368,000520,276,0000.330.00 Hist 09/30/2023
AMGEN INC AMGNCommon6,6142211,777,566,000358,179,0000.62  Hist 09/30/2023
Pacer Funds Trust ICOWCommon349,7906,39710,448,216,000239,139,0003.65  Hist 09/30/2023
Blackstone Inc. BXStock7,163556767,492,000153,212,0000.270.00 Hist 09/30/2023
UNITEDHEALTH GROUP INC UNHCommon3,485861,757,057,000123,249,0000.61  Hist 09/30/2023
PIMCO ETF Trust SMMUCommon17,8352,608873,047,000118,877,0000.30  Hist 09/30/2023
J P MORGAN EXCHANGE TRADED F JMSTCommon17,6852,413892,222,000118,714,0000.31  Hist 09/30/2023
CISCO SYSTEMS, INC. CSCOCommon31,9671,0181,718,524,000117,226,0000.600.00 Hist 09/30/2023
iSHARES TRUST SUBCommon9,9051,2251,018,830,000115,773,0000.36  Hist 09/30/2023
AUTOMATIC DATA PROCESSING INC ADPCommon3,696119889,087,000102,881,0000.310.00 Hist 09/30/2023
PIMCO ETF Trust MUNICommon16,7732,499839,834,00099,860,0000.29  Hist 09/30/2023
CHEVRON CORP CVXCommon5,750180969,625,00093,217,0000.340.00 Hist 09/30/2023
FIRST BANK WILLIAMSTOWN NJ FRBACOM184,0909481,984,487,00083,474,0000.69  Hist 09/30/2023
EXXON MOBIL CORP XOMCommon4,939297580,716,00082,848,0000.20  Hist 09/30/2023
MCKESSON CORP MCKCommon3,806861,655,108,00065,639,0000.580.00 Hist 09/30/2023
Zoetis Inc. ZTSCOM8,7802841,527,583,00064,566,0000.53  Hist 09/30/2023
Cheniere Energy, Inc. LNGCommon3,20448531,712,00050,805,0000.19  Hist 09/30/2023
Alphabet Inc. GOOGCOM3,62984478,484,00049,645,0000.17  Hist 09/30/2023
BERKSHIRE HATHAWAY INC BRK/BCommon2,930101,026,379,00030,659,0000.36  Hist 09/30/2023
Trane Technologies plc TTCommon Stock1,55755316,030,00028,833,0000.110.00 Hist 09/30/2023
Accenture plc ACNCOM5,8351021,791,970,00022,835,0000.63  Hist 09/30/2023
Air Products & Chemicals, Inc. APDCommon1,001106283,666,00015,449,0000.100.00 Hist 09/30/2023
PROCTER & GAMBLE Co PGCommon1,946173283,777,00014,818,0000.100.00 Hist 09/30/2023
INVESCO EXCH TRADED FD TR II SPHDCommon16,7401,219656,048,00014,265,0000.23  Hist 09/30/2023
JOHNSON & JOHNSON JNJCommon1,820180283,423,00011,905,0000.10  Hist 09/30/2023
SELECT SECTOR SPDR TRUST XLBSBI MATERIALS3,782235297,105,0003,178,0000.10  Hist 09/30/2023
INVESCO EXCH TRADED FD TR II SPLVCommon5,261367309,297,0001,895,0000.11  Hist 09/30/2023
HOME DEPOT, INC. HDCommon1,27122383,950,000-3,987,0000.13  Hist 09/30/2023
SELECT SECTOR SPDR TRUST XLIOPTIONS4,047184410,299,000-4,310,0000.14  Hist 09/30/2023
NORTHROP GRUMMAN CORP /DE/ NOCCommon3,582991,576,787,000-10,964,0000.550.00 Hist 09/30/2023
SELECT SECTOR SPDR TRUST XLKCOM1,3863227,256,000-13,253,0000.08  Hist 09/30/2023
INVESCO EXCHANGE TRADED FD T PPACommon3,2062255,861,000-14,765,0000.09  Hist 09/30/2023
Philip Morris International Inc. PMCommon3,6605338,862,000-17,943,0000.120.00 Hist 09/30/2023
<< Prev     Next >>
Rocket Data Systems, Inc. © 2019 | Contact Us | Data Disclaimer | Terms of Use | Privacy