0001951757-23-000527.txt : 20231010 0001951757-23-000527.hdr.sgml : 20231010 20231010112843 ACCESSION NUMBER: 0001951757-23-000527 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231010 DATE AS OF CHANGE: 20231010 EFFECTIVENESS DATE: 20231010 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: 231316676 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 X0202 13F-HR LIVE false false false 0001825292 XXXXXXXX 09-30-2023 09-30-2023 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 10-10-2023 0 94 286304048 false INFORMATION TABLE 2 F_13F_IAM_Q32023.xml AMAZON COM INC COM 023135106 1458066 11470 SH SOLE 0 0 11470 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 227256 1386 SH SOLE 0 0 1386 JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 47804J107 18492141 348777 SH SOLE 0 0 348777 JOHNSON & JOHNSON COM 478160104 283423 1820 SH SOLE 0 0 1820 WASTE MGMT INC DEL COM 94106L109 1648436 10814 SH SOLE 0 0 10814 FIRST BK WILLIAMSTOWN NEW JE COM 31931U102 1984487 184090 SH SOLE 0 0 184090 PACER FDS TR GLOBL CASH ETF 69374H709 9110258 279971 SH SOLE 0 0 279971 PROCTER AND GAMBLE CO COM 742718109 283777 1946 SH SOLE 0 0 1946 COCA COLA CO COM 191216100 207150 3700 SH SOLE 0 0 3700 MERCK & CO INC COM 58933Y105 1677671 16296 SH SOLE 0 0 16296 ISHARES TR SHRT NAT MUN ETF 464288158 1018830 9905 SH SOLE 0 0 9905 MCKESSON CORP COM 58155Q103 1655108 3806 SH SOLE 0 0 3806 ISHARES INC MSCI JPN ETF NEW 46434G822 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3782 SH SOLE 0 0 3782 MOTOROLA SOLUTIONS INC COM NEW 620076307 1617861 5943 SH SOLE 0 0 5943 SELECT SECTOR SPDR TR INDL 81369Y704 410299 4047 SH SOLE 0 0 4047 PROSHARES TR S&P 500 DV ARIST 74348A467 82591675 932712 SH SOLE 0 0 932712 ECOLAB INC COM 278865100 206180 1217 SH SOLE 0 0 1217 SALESFORCE INC COM 79466L302 503706 2484 SH SOLE 0 0 2484 NORTHROP GRUMMAN CORP COM 666807102 1576787 3582 SH SOLE 0 0 3582 LOCKHEED MARTIN CORP COM 539830109 1515177 3705 SH SOLE 0 0 3705 CHEVRON CORP NEW COM 166764100 969625 5750 SH SOLE 0 0 5750 PFIZER INC COM 717081103 355357 10713 SH SOLE 0 0 10713 CATERPILLAR INC COM 149123101 1100137 4030 SH SOLE 0 0 4030 ALPHABET INC CAP STK CL C 02079K107 478484 3629 SH SOLE 0 0 3629 AMGEN INC COM 031162100 1777566 6614 SH SOLE 0 0 6614 ANALOG DEVICES INC COM 032654105 1305284 7455 SH SOLE 0 0 7455 PHILIP MORRIS INTL INC COM 718172109 338862 3660 SH SOLE 0 0 3660 NUCOR CORP COM 670346105 706294 4517 SH SOLE 0 0 4517 FIDELITY MERRIMACK STR TR TOTAL BD ETF 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