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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 : 4     View All Holdings Currently Viewing:  Unchanged 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
   (SHW)1 Year Chart         SHW Sherwin Williams Co 17 - $312.40 $3,334,000 9,600 0.91% 340,000 0 0.004    General Building Mate...
   (NFLX)1 Year Chart         NFLX Netflix Inc 53 - $621.10 $1,069,000 1,760 0.29% 212,000 0 0    Music & Video Stores
   (LIN)1 Year Chart         LIN Linde Plc 84 - $432.52 $279,000 600 0.08% 33,000 0 0    N/A
   (EWJ)1 Year Chart         EWJ iShares MSCI-Japan 90 - $68.73 $245,000 3,430 0.07% 25,000 0 0.002    Closed - End Fund - E...

      4 Records Found
  1    
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