IAM ADVISORY, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FRBA | 84K | $1.38M |
 | BMY | 31K | $1.66M |
 | MRK | 23K | $2.43M |
 | AAPL | 23K | $6.16M |
 | NVDA | 23K | $4.20M |
 | AVGO | 18K | $6.22M |
 | NFLX | 17K | $1.56M |
 | NVS | 16K | $2.23M |
 | AMD | 13K | $2.80M |
 | PLTR | 12K | $2.07M |
 | WM | 11K | $2.49M |
 | HON | 11K | $2.09M |
 | GOOG | 11K | $3.30M |
 | GILD | 10K | $1.27M |
 | AMZN | 10K | $2.33M |
 | VST | 10K | $1.60M |
 | PNC | 10K | $2.02M |
 | PANW | 9K | $1.72M |
 | LHX | 9K | $2.54M |
 | MSFT | 8K | $3.99M |
First Bank
FRBA
Shares Held
84K
Value
$1.38M
Bristol-Myers Squibb Company
BMY
Shares Held
31K
Value
$1.66M
Merck & Co., Inc.
MRK
Shares Held
23K
Value
$2.43M
Apple Inc.
AAPL
Shares Held
23K
Value
$6.16M
NVIDIA Corporation
NVDA
Shares Held
23K
Value
$4.20M
Broadcom Inc.
AVGO
Shares Held
18K
Value
$6.22M
Netflix, Inc.
NFLX
Shares Held
17K
Value
$1.56M
Novartis AG
NVS
Shares Held
16K
Value
$2.23M
Advanced Micro Devices, Inc.
AMD
Shares Held
13K
Value
$2.80M
Palantir Technologies Inc.
PLTR
Shares Held
12K
Value
$2.07M
Waste Management, Inc.
WM
Shares Held
11K
Value
$2.49M
Honeywell International Inc.
HON
Shares Held
11K
Value
$2.09M
Alphabet Inc.
GOOG
Shares Held
11K
Value
$3.30M
Gilead Sciences, Inc.
GILD
Shares Held
10K
Value
$1.27M
Amazon.com, Inc.
AMZN
Shares Held
10K
Value
$2.33M
Vistra Corp.
VST
Shares Held
10K
Value
$1.60M
The PNC Financial Services Group, Inc.
PNC
Shares Held
10K
Value
$2.02M
Palo Alto Networks, Inc.
PANW
Shares Held
9K
Value
$1.72M
L3Harris Technologies, Inc.
LHX
Shares Held
9K
Value
$2.54M
Microsoft Corporation
MSFT
Shares Held
8K
Value
$3.99M