News + Filings Holdings
|
|
IAM Advisory, LLC
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
WisdomTree Trust
| DGRW | Common | 274,897 | 274,897 | 17,453,223,000 | 17,453,223,000 | 6.10 | |
Hist
| 09/30/2023 |
|
Pacer Funds Trust
| GCOW | Common | 279,971 | 279,971 | 9,110,258,000 | 9,110,258,000 | 3.18 | |
Hist
| 09/30/2023 |
|
VANECK VECTORS ETF TR SEMICONDUCTOR ET
| SMH | STOCK | 30,389 | 30,389 | 4,405,797,000 | 4,405,797,000 | 1.54 | |
Hist
| 09/30/2023 |
|
NOVO NORDISK A S
| NVO | ADR | 16,052 | 16,052 | 1,459,808,000 | 1,459,808,000 | 0.51 | |
Hist
| 09/30/2023 |
|
NOVARTIS AG
| NVS | ADR | 12,565 | 12,565 | 1,279,871,000 | 1,279,871,000 | 0.45 | |
Hist
| 09/30/2023 |
|
ADOBE INC.
| ADBE | Common | 1,273 | 1,273 | 649,103,000 | 649,103,000 | 0.23 | 0.00 |
Hist
| 09/30/2023 |
|
ServiceNow, Inc.
| NOW | COM | 1,058 | 1,058 | 591,380,000 | 591,380,000 | 0.21 | |
Hist
| 09/30/2023 |
|
Uber Technologies, Inc
| UBER | Common Stock | 12,361 | 12,361 | 568,482,000 | 568,482,000 | 0.20 | |
Hist
| 09/30/2023 |
|
Meta Platforms, Inc.
| FB | Common | 1,867 | 1,867 | 560,492,000 | 560,492,000 | 0.20 | |
Hist
| 09/30/2023 |
|
Salesforce, Inc.
| CRM | Common | 2,484 | 2,484 | 503,706,000 | 503,706,000 | 0.18 | |
Hist
| 09/30/2023 |
|
SELECT SECTOR SPDR TR SBI INT-ENERGY
| XLE | OPTION | 3,053 | 3,053 | 275,944,000 | 275,944,000 | 0.10 | |
Hist
| 09/30/2023 |
|
EPR PROPERTIES
| EPR | COM SH BEN INT | 6,417 | 6,417 | 266,562,000 | 266,562,000 | 0.09 | |
Hist
| 09/30/2023 |
|
iSHARES TRUST
| INDA | Common | 5,077 | 5,077 | 224,505,000 | 224,505,000 | 0.08 | |
Hist
| 09/30/2023 |
|
AbbVie Inc.
| ABBV | COM | 1,485 | 1,485 | 221,350,000 | 221,350,000 | 0.08 | 0.00 |
Hist
| 09/30/2023 |
|
COCA COLA CO
| KO | Common | 3,700 | 3,700 | 207,150,000 | 207,150,000 | 0.07 | 0.00 |
Hist
| 09/30/2023 |
|
ECOLAB INC.
| ECL | Common | 1,217 | 1,217 | 206,180,000 | 206,180,000 | 0.07 | 0.00 |
Hist
| 09/30/2023 |
|
Ginkgo Bioworks Holdings, Inc.
| DNA | Common | 13,400 | 13,400 | 24,254,000 | 24,254,000 | 0.01 | 0.00 |
Hist
| 09/30/2023 |
|
|
|
|