Iam Advisory, LLC - Q22026 Holdings

Iam Advisory, LLC holds 107 stocks with a total portfolio value of $ 513.23M as of Q22026. In Q22026, Iam Advisory, LLC added 18 new positions, increased stakes in 67 stocks, reduced 17 holdings, and fully exited 6 positions. The largest holding is Capital Group Dividend Value (CGDV), representing 14.06% of the total portfolio.