$253 Million is the total value of IAM Advisory, LLC's 71 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHW | SHERWIN WILLIAMS CO COMstock | $3,104,000 | +12.1% | 9,600 | 0.0% | 1.23% | +4.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PROSHARES TR | 11 | Q3 2023 | 42.5% |
| JOHN HANCOCK MULTIFACTOR LARGE CAP ETF | 11 | Q3 2023 | 9.4% |
| AMERICAN CENTY ETF TR | 11 | Q3 2023 | 5.2% |
| INVESCO EXCHANGE TRADED FD T | 11 | Q3 2023 | 9.4% |
| APPLE INC COM | 11 | Q3 2023 | 2.1% |
| MICROSOFT CORP COM | 11 | Q3 2023 | 1.4% |
| SHERWIN WILLIAMS CO COM | 11 | Q3 2023 | 1.2% |
| LILLY ELI & CO COM | 11 | Q3 2023 | 1.2% |
| SELECT SECTOR SPDR TR | 11 | Q3 2023 | 2.0% |
| PFIZER INC COM | 11 | Q3 2023 | 0.9% |
View IAM Advisory, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-19 |
View IAM Advisory, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.