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Portfolio (Quarterly) Guide ↗

IAM Advisory, LLC

· CIK 0001825292
13F Portfolio $450M AUM 104 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 104 New
Page 3 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWM ISHARES TR 6,964.0 $1.7M 0.38% NEW $246.16 +11.2%
42 SMMU PIMCO ETF TR 33,619.0 $1.7M 0.38% NEW $50.43 -0.4%
43 BMY BRISTOL-MYERS SQUIBB CO Healthcare 30,763.0 $1.7M 0.37% NEW $53.94 +8.8%
44 VST VISTRA CORP Utilities 9,930.0 $1.6M 0.36% NEW $161.33 -13.4%
45 VFMO VANGUARD WELLINGTON FD 8,276.0 $1.6M 0.35% NEW $191.26 +17.2%
46 NFLX NETFLIX INC Communication Services 16,607.0 $1.6M 0.35% NEW $93.76 -6.5%
47 IGV ISHARES TR 13,611.0 $1.4M 0.32% NEW $105.69 -14.2%
48 FRBA FIRST BK WILLIAMSTOWN NEW JE Financial Services 83,655.0 $1.4M 0.31% NEW $16.46 -6.3%
49 SUB ISHARES TR 12,322.0 $1.3M 0.29% NEW $106.70 -0.6%
50 GEV GE VERNOVA INC Utilities 1,998.0 $1.3M 0.29% NEW $653.71 +56.2%
51 HWM HOWMET AEROSPACE INC Industrials 6,314.0 $1.3M 0.29% NEW $205.01 +25.0%
52 GILD GILEAD SCIENCES INC Healthcare 10,375.0 $1.3M 0.28% NEW $122.74 +6.5%
53 META META PLATFORMS INC Communication Services 1,857.0 $1.2M 0.27% NEW $660.05 -9.0%
54 GE GE AEROSPACE Industrials 3,852.0 $1.2M 0.26% NEW $308.02 -6.5%
55 RSG REPUBLIC SVCS INC Industrials 5,461.0 $1.2M 0.26% NEW $211.91 +0.2%
56 LEIDOS HOLDINGS INC 6,396.0 $1.2M 0.26% NEW $180.40
57 BERKSHIRE HATHAWAY INC DEL 2,281.0 $1.1M 0.26% NEW $502.65
58 AEIS ADVANCED ENERGY INDS Industrials 5,132.0 $1.1M 0.24% NEW $209.37 +46.6%
59 VRT VERTIV HOLDINGS CO Industrials 6,222.0 $1.0M 0.22% NEW $162.01 +100.7%
60 VANGUARD MUN BD FDS 9,586.0 $967K 0.21% NEW $100.83
Page 3 of 6  ·  104 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.0%
Industrials 22.4%
Healthcare 21.0%
Communication Services 6.7%
Financial Services 5.4%
Consumer Cyclical 4.2%
Utilities 3.2%
Consumer Defensive 1.5%
Energy 1.1%
Basic Materials 0.5%