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Home > Institutional Investor > Iam Advisory, Llc > 13F Holdings

Instuitional Investor - Iam Advisory, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Proshares Tr - S&P 500 DV ARIST
 647,399 $66,151,267 17.18%
2.
Wisdomtree Tr
 782,642 $62,501,767 16.23%
3.
Capital Grp Fixed Incm Etf T
 1,163,731 $26,125,766 6.79%
4.
John Hancock Exchange Traded
 324,483 $21,876,622 5.68%
5.
Pacer Fds Tr
 394,599 $21,608,235 5.61%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)