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  Name: IAM Advisory LLC
  City: EASTON
  State: PA
  Zip: 18042
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $365,024,000
  Total Value Change : $46,624,000
  Securities Held Change : 3
   
All Securities Held : 101
  New Positions : 12
  Closed Positions : 9
  Increased Positions : 57
  Unchanged Positions : 4
  Decreased Positions : 28

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (LHX)1 Year Chart         LHX L3harris Technologies Inc 38 New $223.57 $1,700,000 7,975 0.47% 1,700,000 7,975 0.004    Communication Equipment
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 43 New $209.97 $1,592,000 7,727 0.44% 1,592,000 7,727 0.002    Insurance Brokers
   (XBI)1 Year Chart         XBI streetTRACKS Series Trust S... 47 New $91.18 $1,455,000 15,334 0.4% 1,455,000 15,334 0.003    Closed - End Fund - E...
   (VFMO)1 Year Chart         VFMO Vanguard Us Momentum Factor... 52 New $0.00 $1,223,000 8,081 0.34% 1,223,000 8,081 0.09    N/A
   (URI)1 Year Chart         URI United Rentals Inc 65 New $685.79 $647,000 898 0.18% 647,000 898 0.001    Rental & Leasing Serv...
   (DVN)1 Year Chart         DVN Devon Energy Corp 91 New $49.62 $235,000 4,684 0.06% 235,000 4,684 0.001    Independent Oil & Gas
   (TROW)1 Year Chart         TROW T Rowe Price Group Inc 92 New $116.76 $231,000 1,895 0.06% 231,000 1,895 0.001    Asset Management
   (FCX)1 Year Chart         FCX Freeport McMoRan Copper & G... 94 New $54.23 $226,000 4,801 0.06% 226,000 4,801 0    Copper
   (IBM)1 Year Chart         IBM International Business Mach... 97 New $169.03 $210,000 1,099 0.06% 210,000 1,099 0    Diversified Computer ...
   (ORCL)1 Year Chart         ORCL Oracle Corp 98 New $123.50 $202,000 1,611 0.06% 202,000 1,611 0    Application Software
   (MDT)1 Year Chart         MDT Medtronic Plc 99 New $85.92 $202,000 2,322 0.06% 202,000 2,322 0    Medical Appliances & ...
   (HSY)1 Year Chart         HSY Hershey Foods Corp 100 New $207.04 $201,000 1,035 0.06% 201,000 1,035 0.001    Confectioners
      12 Records Found
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