0001825292-22-000005.txt : 20220712 0001825292-22-000005.hdr.sgml : 20220712 20220711191703 ACCESSION NUMBER: 0001825292-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220712 DATE AS OF CHANGE: 20220711 EFFECTIVENESS DATE: 20220712 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IAM Advisory, LLC CENTRAL INDEX KEY: 0001825292 IRS NUMBER: 842539707 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20596 FILM NUMBER: 221077992 BUSINESS ADDRESS: STREET 1: 137 NORTH SECOND STREET CITY: EASTON STATE: PA ZIP: 18042 BUSINESS PHONE: 610-258-3269 MAIL ADDRESS: STREET 1: 137 NORTH SECOND STREET CITY: EASTON STATE: PA ZIP: 18042 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001825292 XXXXXXXX 06-30-2022 06-30-2022 IAM Advisory, LLC

137 NORTH SECOND STREET EASTON PA 18042

13F HOLDINGS REPORT 028-20596 N HOLLY JINKS 610-258-3269 HOLLY JINKS EASTON PA 07-11-2022 0 79 243404 false INFORMATION TABLE 2 13F_IAM_Q22022.xml ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 1317 4742 SH SOLE 0 0 4742 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 998 2725 SH SOLE 0 0 2725 ADVANCED MICRO DEVICES INC COM Stock 007903107 1163 15206 SH SOLE 0 0 15206 AGILENT TECHNOLOGIES INC COM Stock 00846U101 1045 8796 SH SOLE 0 0 8796 AGILON HEALTH INC COM Stock 00857U107 232 10646 SH SOLE 0 0 10646 ALTRIA GROUP INC COM Stock 02209S103 276 6597 SH SOLE 0 0 6597 AMAZON COM INC COM Stock 023135106 1205 11341 SH SOLE 0 0 11341 AMERICAN CENTURY STOXX U.S. QUALITY GROWTH ETF ETF 025072307 9250 166047 SH SOLE 0 0 166047 AMGEN INC COM Stock 031162100 1167 4798 SH SOLE 0 0 4798 AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF ETF 032108409 3881 115676 SH SOLE 0 0 115676 APPLE INC COM Stock 037833100 4144 30311 SH SOLE 0 0 30311 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 627 2986 SH SOLE 0 0 2986 AVANTIS U.S. SMALL CAP VALUE ETF ETF 025072877 6201 90715 SH SOLE 0 0 90715 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 618 2263 SH SOLE 0 0 2263 BK OF AMERICA CORP COM Stock 060505104 465 14936 SH SOLE 0 0 14936 BLACKSKY TECHNOLOGY INC COM CL A Stock 09263B108 40 17250 SH SOLE 0 0 17250 BLACKSTONE INC COM Stock 09260D107 622 6820 SH SOLE 0 0 6820 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 1108 14385 SH SOLE 0 0 14385 CHEVRON CORP NEW COM Stock 166764100 1003 6931 SH SOLE 0 0 6931 CISCO SYS INC COM Stock 17275R102 1334 31283 SH SOLE 0 0 31283 COMCAST CORP NEW CL A Stock 20030N101 821 20921 SH SOLE 0 0 20921 CROWDSTRIKE HLDGS INC CL A Stock 22788C105 774 4593 SH SOLE 0 0 4593 DEERE & CO COM Stock 244199105 296 989 SH SOLE 0 0 989 ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506 321 4488 SH SOLE 0 0 4488 ESSA BANCORP INC COM Stock 29667D104 223 13287 SH SOLE 0 0 13287 EXXON MOBIL CORP COM Stock 30231G102 977 11405 SH SOLE 0 0 11405 FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808 313 3239 SH SOLE 0 0 3239 FIRST BK WILLIAMSTOWN NEW JERS COM Stock 31931U102 2516 179941 SH SOLE 0 0 179941 FIRST TRUST NASDAQ CEA CYBERSECURITY ETF ETF 33734X846 1400 34793 SH SOLE 0 0 34793 GXO LOGISTICS INCORPORATED COMMON STOCK Stock 36262G101 437 10099 SH SOLE 0 0 10099 HONEYWELL INTL INC COM Stock 438516106 1223 7039 SH SOLE 0 0 7039 IMAC HLDGS INC COM Stock 44967K104 37 44710 SH SOLE 0 0 44710 INDUSTRIAL SELECT SECTOR SPDR FUND ETF 81369Y704 211 2414 SH SOLE 0 0 2414 INTEL CORP COM Stock 458140100 793 21209 SH SOLE 0 0 21209 INVESCO DYNAMIC LARGE CAP GROWTH ETF ETF 46137V746 369 6288 SH SOLE 0 0 6288 INVESCO S&P 500 GARP ETF ETF 46137V431 535 6719 SH SOLE 0 0 6719 INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF ETF 46138E362 985 22319 SH SOLE 0 0 22319 INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 288 4643 SH SOLE 0 0 4643 INVESCO S&P 500 REVENUE ETF ETF 46138G698 216 3084 SH SOLE 0 0 3084 ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF ETF 46431W598 11222 192680 SH SOLE 0 0 192680 ISHARES MSCI GLOBAL AGRICULTURE PRODUCERS ETF ETF 464286350 266 6779 SH SOLE 0 0 6779 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 230 2197 SH SOLE 0 0 2197 ISHARES U.S. AEROSPACE & DEFENSE ETF ETF 464288760 1148 11576 SH SOLE 0 0 11576 JOHN HANCOCK MULTIFACTOR LARGE CAP ETF ETF 47804J107 18181 381313 SH SOLE 0 0 381313 JOHNSON & JOHNSON COM Stock 478160104 643 3621 SH SOLE 0 0 3621 JPMORGAN EQUITY PREMIUM INCOME ETF ETF 46641Q332 608 10963 SH SOLE 0 0 10963 LILLY ELI & CO COM Stock 532457108 2376 7329 SH SOLE 0 0 7329 LOCKHEED MARTIN CORP COM Stock 539830109 1255 2919 SH SOLE 0 0 2919 MARVELL TECHNOLOGY INC COM Stock 573874104 478 10986 SH SOLE 0 0 10986 MATERIALS SELECT SECTOR SPDR FUND ETF 81369Y100 2791 37920 SH SOLE 0 0 37920 MCDONALDS CORP COM Stock 580135101 664 2688 SH SOLE 0 0 2688 MERCK & CO INC COM Stock 58933Y105 1173 12862 SH SOLE 0 0 12862 MICROSOFT CORP COM Stock 594918104 2980 11604 SH SOLE 0 0 11604 MONDELEZ INTL INC CL A Stock 609207105 205 3305 SH SOLE 0 0 3305 MOSAIC CO NEW COM Stock 61945C103 715 15138 SH SOLE 0 0 15138 MOTOROLA SOLUTIONS INC COM NEW Stock 620076307 1078 5144 SH SOLE 0 0 5144 NORTHROP GRUMMAN CORP COM Stock 666807102 1808 3779 SH SOLE 0 0 3779 PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF ETF 69374H873 8922 331426 SH SOLE 0 0 331426 PACER US CASH COWS 100 ETF ETF 69374H881 16424 381342 SH SOLE 0 0 381342 PALO ALTO NETWORKS INC COM Stock 697435105 877 1776 SH SOLE 0 0 1776 PFIZER INC COM Stock 717081103 2266 43225 SH SOLE 0 0 43225 PGIM ULTRA SHORT BOND ETF ETF 69344A107 11353 231354 SH SOLE 0 0 231354 PHILIP MORRIS INTL INC COM Stock 718172109 567 5741 SH SOLE 0 0 5741 PNC FINL SVCS GROUP INC COM Stock 693475105 1789 11338 SH SOLE 0 0 11338 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ETF 74348A467 69647 815918 SH SOLE 0 0 815918 PROVIDENT FINL SVCS INC COM Stock 74386T105 227 10177 SH SOLE 0 0 10177 SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 21757 303742 SH SOLE 0 0 303742 SHERWIN WILLIAMS CO COM Stock 824348106 2150 9600 SH SOLE 0 0 9600 SNOWFLAKE INC CL A Stock 833445109 524 3765 SH SOLE 0 0 3765 TESLA INC COM Stock 88160R101 350 520 SH SOLE 0 0 520 TRACTOR SUPPLY CO COM Stock 892356106 762 3929 SH SOLE 0 0 3929 TRINE II ACQUISITION CORP WT EXP Stock G9059F118 4 24190 SH SOLE 0 0 24190 UNITEDHEALTH GROUP INC COM Stock 91324P102 2441 4752 SH SOLE 0 0 4752 VANECK SEMICONDUCTOR ETF ETF 92189F676 1134 5566 SH SOLE 0 0 5566 VERIZON COMMUNICATIONS INC COM Stock 92343V104 1191 23464 SH SOLE 0 0 23464 VULCAN MATLS CO COM Stock 929160109 953 6704 SH SOLE 0 0 6704 WASTE MGMT INC DEL COM Stock 94106L109 1376 8992 SH SOLE 0 0 8992 XPO LOGISTICS INC COM Stock 983793100 384 7976 SH SOLE 0 0 7976 ZOETIS INC CL A Stock 98978V103 1054 6133 SH SOLE 0 0 6133