IAM Advisory, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Easton, PA
CIK
0001825292
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 102 395,673 NOBL, DGRW, CGCP, JHML 13F-HR 10/7/2024 000195175724000971
Q2 2024 98 368,918 DGRW, NOBL, CGCP, JHML 13F-HR 7/12/2024 000195175724000499
Q1 2024 101 365,023 NOBL, CGCP, COWZ, JHML 13F-HR 4/15/2024 000195175724000281
Q4 2023 98 318,404 NOBL, JHML, DGRW, COWZ 13F-HR 1/12/2024 000195175724000051
Q3 2023 94 286,304 NOBL, JHML, COWZ, DGRW 13F-HR 10/10/2023 000195175723000527
Q2 2023 92 293,146 NOBL, SCHD, JHML, COWZ 13F-HR 7/13/2023 000195175723000339
Q1 2023 90 289,467 NOBL, SCHD, JHML, COWZ 13F-HR 4/10/2023 000195175723000139
Q4 2022 83 272,079 NOBL, SCHD, PULS, JHML 13F-HR 1/17/2023 000195175723000010
Q3 2022 78 236,667 NOBL, SCHD, JHML, COWZ 13F-HR 10/17/2022 000182529222000006
Q2 2022 79 243,404 NOBL, SCHD, JHML, COWZ 13F-HR 7/11/2022 000182529222000005
Q1 2022 76 246,194 NOBL, SCHD, JHML, COWZ 13F-HR 4/14/2022 000182529222000004
Q4 2021 71 252,864 NOBL, JHML, QGRO, COWZ 13F-HR 1/19/2022 000182529222000003
Q3 2021 72 235,591 NOBL, JHML, PWB, QGRO 13F-HR 10/14/2021 000182529221000005
Q2 2021 42 759,940 VTI, VWO, VGK, IEMG 13F-HR 7/20/2021 000182529221000004
Q1 2021 68 229,325 NOBL, JHML, PWB, QGRO 13F-HR 5/10/2021 000182529221000003
Q4 2020 63 199,062 NOBL, JHML, PWB, QGRO 13F-HR 2/8/2021 000182529221000001