Portfolio (Quarterly)
Guide ↗
IAM Advisory, LLC
· CIK 0001825292| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XLC | SELECT SECTOR SPDR TR | — | 23,094 | $2.6M | 0.57% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 10,906 | $2.5M | 0.55% | SOLD |
| 3 | VST | VISTRA CORP | Utilities | 9,936 | $1.5M | 0.34% | SOLD |
| 4 | META | META PLATFORMS INC | Communication Services | 1,900 | $1.1M | 0.24% | SOLD |
| 5 | — | LEIDOS HOLDINGS INC | — | 6,978 | $1.1M | 0.24% | SOLD |
| 6 | ANET | ARISTA NETWORKS INC | Technology | 7,562 | $928K | 0.21% | SOLD |
| 7 | UGL | PROSHARES TR II | Financial Services | 7,309 | $449K | 0.10% | SOLD |
Sector Allocation
Technology
42.0%
Industrials
24.4%
Healthcare
19.6%
Financial Services
3.2%
Consumer Cyclical
2.9%
Utilities
2.5%
Communication Services
1.6%
Consumer Defensive
1.5%
Basic Materials
1.3%
Energy
1.1%