0001825292-22-000006.txt : 20221017 0001825292-22-000006.hdr.sgml : 20221017 20221014190237 ACCESSION NUMBER: 0001825292-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221017 DATE AS OF CHANGE: 20221014 EFFECTIVENESS DATE: 20221017 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: 221312342 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 09-30-2022 09-30-2022 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 10-14-2022 0 78 236667 false INFORMATION TABLE 2 13F_IAM_Q32022.xml TRINE II ACQUISITION CORP WT EXP Stock G9059F118 3 24190 SH SOLE 0 0 24190 IMAC HLDGS INC COM Stock 44967K104 17 44710 SH SOLE 0 0 44710 PROVIDENT FINL SVCS INC COM Stock 74386T105 200 10278 SH SOLE 0 0 10278 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 205 1726 SH SOLE 0 0 1726 TRANE TECHNOLOGIES PLC SHS Stock G8994E103 215 1483 SH SOLE 0 0 1483 PACER LUNT LARGE CAP ALTERNATOR ETF ETF 69374H717 229 6391 SH SOLE 0 0 6390 AGILON HEALTH INC COM Stock 00857U107 249 10646 SH SOLE 0 0 10646 MATERIALS SELECT SECTOR SPDR FUND ETF 81369Y100 255 3750 SH SOLE 0 0 3750 INVESCO S&P 500 GARP ETF ETF 46137V431 258 3445 SH SOLE 0 0 3445 ESSA BANCORP INC COM Stock 29667D104 260 13387 SH SOLE 0 0 13386 INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 261 4517 SH SOLE 0 0 4517 ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506 264 3666 SH SOLE 0 0 3666 ALTRIA GROUP INC COM Stock 02209S103 267 6607 SH SOLE 0 0 6607 INVESCO DYNAMIC LARGE CAP GROWTH ETF ETF 46137V746 297 5209 SH SOLE 0 0 5209 DEERE & CO COM Stock 244199105 344 1031 SH SOLE 0 0 1030 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ETF 464288158 345 3365 SH SOLE 0 0 3364 GXO LOGISTICS INCORPORATED COMMON STOCK Stock 36262G101 364 10381 SH SOLE 0 0 10381 XPO LOGISTICS INC COM Stock 983793100 377 8476 SH SOLE 0 0 8476 TESLA INC COM Stock 88160R101 427 1610 SH SOLE 0 0 1610 BK OF AMERICA CORP COM Stock 060505104 458 15155 SH SOLE 0 0 15155 PHILIP MORRIS INTL INC COM Stock 718172109 477 5746 SH SOLE 0 0 5746 INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF ETF 46138E362 557 14243 SH SOLE 0 0 14242 BLACKSTONE INC COM Stock 09260D107 584 6976 SH SOLE 0 0 6976 CHENIERE ENERGY INC COM NEW Stock 16411R208 588 3544 SH SOLE 0 0 3544 INTEL CORP COM Stock 458140100 612 23756 SH SOLE 0 0 23755 MCDONALDS CORP COM Stock 580135101 624 2706 SH SOLE 0 0 2705 COMCAST CORP NEW CL A Stock 20030N101 650 22155 SH SOLE 0 0 22154 SNOWFLAKE INC CL A Stock 833445109 675 3974 SH SOLE 0 0 3974 JOHNSON & JOHNSON COM Stock 478160104 695 4255 SH SOLE 0 0 4254 TRACTOR SUPPLY CO COM Stock 892356106 733 3945 SH SOLE 0 0 3945 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 734 3245 SH SOLE 0 0 3245 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 742 2778 SH SOLE 0 0 2778 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 746 2711 SH SOLE 0 0 2711 CROWDSTRIKE HLDGS INC CL A Stock 22788C105 757 4593 SH SOLE 0 0 4593 JPMORGAN EQUITY PREMIUM INCOME ETF ETF 46641Q332 857 16723 SH SOLE 0 0 16723 PALO ALTO NETWORKS INC COM Stock 697435105 909 5547 SH SOLE 0 0 5547 ENPHASE ENERGY INC COM Stock 29355A107 948 3415 SH SOLE 0 0 3415 ADVANCED MICRO DEVICES INC COM Stock 007903107 961 15175 SH SOLE 0 0 15175 ZOETIS INC CL A Stock 98978V103 989 6669 SH SOLE 0 0 6668 VERIZON COMMUNICATIONS INC COM Stock 92343V104 1004 26433 SH SOLE 0 0 26432 CHEVRON CORP NEW COM Stock 166764100 1058 7362 SH SOLE 0 0 7362 ISHARES U.S. AEROSPACE & DEFENSE ETF ETF 464288760 1059 11612 SH SOLE 0 0 11612 VULCAN MATLS CO COM Stock 929160109 1059 6717 SH SOLE 0 0 6717 AGILENT TECHNOLOGIES INC COM Stock 00846U101 1084 8915 SH SOLE 0 0 8915 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 1124 15812 SH SOLE 0 0 15812 MOTOROLA SOLUTIONS INC COM NEW Stock 620076307 1156 5162 SH SOLE 0 0 5162 EXXON MOBIL CORP COM Stock 30231G102 1166 13350 SH SOLE 0 0 13350 AMGEN INC COM Stock 031162100 1173 5205 SH SOLE 0 0 5205 INVESCO SOLAR ETF ETF 46138G706 1190 16167 SH SOLE 0 0 16167 HONEYWELL INTL INC COM Stock 438516106 1203 7206 SH SOLE 0 0 7205 LOCKHEED MARTIN CORP COM Stock 539830109 1203 3115 SH SOLE 0 0 3114 MERCK & CO INC COM Stock 58933Y105 1209 14040 SH SOLE 0 0 14039 ISHARES MSCI GLOBAL AGRICULTURE PRODUCERS ETF ETF 464286350 1264 32286 SH SOLE 0 0 32286 AMAZON COM INC COM Stock 023135106 1279 11321 SH SOLE 0 0 11321 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 1287 5002 SH SOLE 0 0 5001 CISCO SYS INC COM Stock 17275R102 1340 33507 SH SOLE 0 0 33506 FIRST TRUST NASDAQ CYBERSECURITY ETF ETF 33734X846 1394 36208 SH SOLE 0 0 36208 WASTE MGMT INC DEL COM Stock 94106L109 1508 9414 SH SOLE 0 0 9414 PNC FINL SVCS GROUP INC COM Stock 693475105 1680 11242 SH SOLE 0 0 11241 NORTHROP GRUMMAN CORP COM Stock 666807102 1838 3908 SH SOLE 0 0 3907 SHERWIN WILLIAMS CO COM Stock 824348106 1966 9600 SH SOLE 0 0 9600 PFIZER INC COM Stock 717081103 1977 45177 SH SOLE 0 0 45176 HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 2331 19251 SH SOLE 0 0 19250 LILLY ELI & CO COM Stock 532457108 2364 7310 SH SOLE 0 0 7309 UNITEDHEALTH GROUP INC COM Stock 91324P102 2402 4756 SH SOLE 0 0 4755 FIRST BK WILLIAMSTOWN NEW JERS COM Stock 31931U102 2469 180635 SH SOLE 0 0 180634 MICROSOFT CORP COM Stock 594918104 2729 11718 SH SOLE 0 0 11717 AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF ETF 032108409 4026 125788 SH SOLE 0 0 125787 APPLE INC COM Stock 037833100 4260 30828 SH SOLE 0 0 30828 AVANTIS U.S. SMALL CAP VALUE ETF ETF 025072877 5025 75975 SH SOLE 0 0 75974 PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF ETF 69374H873 7959 344375 SH SOLE 0 0 344375 AMERICAN CENTURY STOXX U.S. QUALITY GROWTH ETF ETF 025072307 9186 167145 SH SOLE 0 0 167145 ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF ETF 46431W598 10789 196102 SH SOLE 0 0 196101 PGIM ULTRA SHORT BOND ETF ETF 69344A107 11803 240490 SH SOLE 0 0 240490 PACER US CASH COWS 100 ETF ETF 69374H881 15349 374193 SH SOLE 0 0 374193 JOHN HANCOCK MULTIFACTOR LARGE CAP ETF ETF 47804J107 17265 380041 SH SOLE 0 0 380040 SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 20856 313952 SH SOLE 0 0 313951 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ETF 74348A467 68500 856672 SH SOLE 0 0 856672