IAM ADVISORY, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FRBA | 83K | $1.36M |
 | AAPL | 23K | $5.87M |
 | NVDA | 23K | $4.23M |
 | MRK | 23K | $1.90M |
 | AVGO | 20K | $6.48M |
 | NVS | 16K | $2.07M |
 | AMD | 14K | $2.19M |
 | WM | 11K | $2.49M |
 | ZTS | 11K | $1.56M |
 | GOOG | 11K | $2.60M |
 | HON | 11K | $2.23M |
 | PLTR | 10K | $1.88M |
 | VST | 10K | $1.99M |
 | AMZN | 10K | $2.22M |
 | PNC | 10K | $1.97M |
 | PANW | 10K | $1.95M |
 | MMC | 9K | $1.78M |
 | LHX | 9K | $2.69M |
 | MSFT | 8K | $4.37M |
 | AMGN | 7K | $2.10M |
First Bank
FRBA
Shares Held
83K
Value
$1.36M
Apple Inc.
AAPL
Shares Held
23K
Value
$5.87M
NVIDIA Corporation
NVDA
Shares Held
23K
Value
$4.23M
Merck & Co., Inc.
MRK
Shares Held
23K
Value
$1.90M
Broadcom Inc.
AVGO
Shares Held
20K
Value
$6.48M
Novartis AG
NVS
Shares Held
16K
Value
$2.07M
Advanced Micro Devices, Inc.
AMD
Shares Held
14K
Value
$2.19M
Waste Management, Inc.
WM
Shares Held
11K
Value
$2.49M
Zoetis Inc.
ZTS
Shares Held
11K
Value
$1.56M
Alphabet Inc.
GOOG
Shares Held
11K
Value
$2.60M
Honeywell International Inc.
HON
Shares Held
11K
Value
$2.23M
Palantir Technologies Inc.
PLTR
Shares Held
10K
Value
$1.88M
Vistra Corp.
VST
Shares Held
10K
Value
$1.99M
Amazon.com, Inc.
AMZN
Shares Held
10K
Value
$2.22M
The PNC Financial Services Group, Inc.
PNC
Shares Held
10K
Value
$1.97M
Palo Alto Networks, Inc.
PANW
Shares Held
10K
Value
$1.95M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
9K
Value
$1.78M
L3Harris Technologies, Inc.
LHX
Shares Held
9K
Value
$2.69M
Microsoft Corporation
MSFT
Shares Held
8K
Value
$4.37M
Amgen Inc.
AMGN
Shares Held
7K
Value
$2.10M