News + Filings Holdings
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IAM Advisory, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Schwab US Dividend Equity ETF
| SCHD | common | 0 | -315,102 | 0 | -22,882,730,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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BRISTOL MYERS SQUIBB CO
| BMY | Common | 0 | -20,063 | 0 | -1,283,048,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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DICK'S SPORTING GOODS, INC.
| DKS | Common | 0 | -7,545 | 0 | -997,351,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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TRACTOR SUPPLY CO /DE/
| TSCO | Common | 0 | -3,703 | 0 | -818,686,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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NEWMONT Corp /DE/
| NEM | Common | 0 | -16,028 | 0 | -683,762,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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Enphase Energy, Inc.
| ENPH | Common | 0 | -3,113 | 0 | -521,365,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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DEERE & CO
| DE | Common | 0 | -1,025 | 0 | -415,143,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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ASML HOLDING NV
| ASML | N Y REGISTRY SHS | 0 | -483 | 0 | -350,243,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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Amplify ETF Trust
| DIVO | Common | 0 | -7,372 | 0 | -265,385,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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SPDR SERIES TRUST
| XHB | Common | 0 | -2,942 | 0 | -236,230,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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Capital Group International Focus Equity ETF
| CGXU | Common | 0 | -9,053 | 0 | -212,927,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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HERSHEY CO
| HSY | Common | 0 | -839 | 0 | -209,575,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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Global X Funds
| COPX | Common | 0 | -5,373 | 0 | -202,297,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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SOUNDHOUND AI, INC.
| SOUN | Common | 0 | -12,250 | 0 | -55,738,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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Nextdoor Holdings, Inc.
| KIND | COMMON STOCK | 0 | -15,413 | 0 | -50,246,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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Opendoor Technologies Inc.
| OPEN | Common | 0 | -10,490 | 0 | -42,170,000 | 0.00 | 0.00 |
Hist
| 09/30/2023 |
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