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Holly Jinks

@Iam Advisory, Llc

Latest period2024 - Q4ReportedManaged Assets$394.593MTotal holdings101
Assets growth rate-0.27%Assets growth rate (2-Q avg)3.49%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Iam Advisory, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 101 positions.

Assets under management

The assets under management (AUM) of Iam Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 394.593M in assets, with a quarterly growth rate of -0.27% and a 2-quarter average growth rate of 3.49%. The portfolio is managed by Holly Jinks, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -0.48%
0.77%
$3.037M
22,615 shares@ $134.3 avg price
MSIMotorola Solutions Inc
Recent Activity
Decreased -0.36%
0.71%
$2.785M
6,024 shares@ $462.26 avg price
FRBAFirst Bk Williamstown New Je
Recent Activity
Increased 0.41%
0.68%
$2.648M
188,198 shares@ $14.08 avg price
MUNIPimco Etf Tr
Recent Activity
Increased 0.99%
0.61%
$2.406M
46,514 shares@ $51.73 avg price
CGGRCapital Group Growth Etf
Recent Activity
Decreased -0.58%
0.61%
$2.383M
64,115 shares@ $37.17 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Decreased -4.3%
0.6%
$2.361M
24,385 shares@ $96.81 avg price
MCKMckesson Corp
Recent Activity
Increased 1.19%
0.59%
$2.297M
4,030 shares@ $569.97 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 1.8%
0.59%
$2.291M
10,143 shares@ $225.89 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 0.9%
0.58%
$2.283M
11,315 shares@ $201.8 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.21%
0.57%
$2.232M
10,176 shares@ $219.38 avg price