Filling information for IAM Advisory, LLC as Treemap, investor disclosed 98 total holdings based on 2023-12-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 64110L106 | 64110L106 | NETFLIX INC | COM | 856909 | 1760 | |
| 040413106 | 040413106 | ARISTA NETWORKS INC | COM | 433574 | 1841 | |
| 14020Y102 | 14020Y102 | CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 13125865 | 578359 | |
| 72201R874 | 72201R874 | PIMCO ETF TR | SHTRM MUN BD ACT | 890574 | 17802 | |
| 833445109 | 833445109 | SNOWFLAKE INC | CL A | 723763 | 3637 | |
| 025072307 | 025072307 | AMERICAN CENTY ETF TR | US QUALITY GROW | 11854771 | 155820 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1045014 | 2930 | |
| 025072703 | 025072703 | AMERICAN CENTY ETF TR | INTL EQT ETF | 639451 | 10582 | |
| 025072877 | 025072877 | AMERICAN CENTY ETF TR | US SML CP VALU | 6698866 | 74598 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 1857828 | 3529 | |
| 032654105 | 032654105 | ANALOG DEVICES INC | COM | 1549221 | 7802 | |
| 37611X100 | 37611X100 | GINKGO BIOWORKS HOLDINGS INC | CL A SHS | 27885 | 16500 | |
| 46137V746 | 46137V746 | INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 258079 | 3321 | |
| 92189F643 | 92189F643 | VANECK ETF TRUST | MRNGSTR WDE MOAT | 4049299 | 47712 | |
| 81369Y704 | 81369Y704 | SELECT SECTOR SPDR TR | INDL | 251725 | 2208 | |
| 81369Y100 | 81369Y100 | SELECT SECTOR SPDR TR | SBI MATERIALS | 291214 | 3404 | |
| 09260D107 | 09260D107 | BLACKSTONE INC | COM | 824655 | 6299 | |
| 836100107 | 836100107 | SOUNDHOUND AI INC | CLASS A COM | 29186 | 13767 | |
| 81762P102 | 81762P102 | SERVICENOW INC | COM | 732277 | 1037 | |
| 58155Q103 | 58155Q103 | MCKESSON CORP | COM | 1793608 | 3874 | |
| 46138E362 | 46138E362 | INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 650176 | 15331 | |
| 81369Y852 | 81369Y852 | SELECT SECTOR SPDR TR | COMMUNICATION | 202039 | 2781 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 1830421 | 16790 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 290804 | 1855 | |
| 47804J107 | 47804J107 | JOHN HANCOCK EXCHANGE TRADED | MLTFCTR LRG CAP | 20336513 | 345800 | |
| G54950103 | G54950103 | LINDE PLC | SHS | 246426 | 600 | |
| 69374H709 | 69374H709 | PACER FDS TR | GLOBL CASH ETF | 9635277 | 281158 | |
| 37954Y673 | 37954Y673 | GLOBAL X FDS | US INFR DEV ETF | 212791 | 6175 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1716922 | 11300 | |
| 31931U102 | 31931U102 | FIRST BK WILLIAMSTOWN NEW JE | COM | 2719289 | 184986 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 1164717 | 3939 | |
| 007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 2057696 | 13959 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 864946 | 5799 | |
| 69374H873 | 69374H873 | PACER FDS TR | DEVELOPED MRKT | 10900428 | 348925 | |
| 94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 1988166 | 11101 | |
| 69374H881 | 69374H881 | PACER FDS TR | US CASH COWS 100 | 19061315 | 366634 | |
| 36262G101 | 36262G101 | GXO LOGISTICS INCORPORATED | COMMON STOCK | 622425 | 10177 | |
| 670100205 | 670100205 | NOVO-NORDISK A S | ADR | 1703377 | 16466 | |
| 37954Y855 | 37954Y855 | GLOBAL X FDS | LITHIUM BTRY ETF | 262239 | 5148 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 209784 | 3560 | |
| 97717X669 | 97717X669 | WISDOMTREE TR | US QTLY DIV GRT | 19466805 | 276989 | |
| 464288158 | 464288158 | ISHARES TR | SHRT NAT MUN ETF | 1057658 | 10032 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 2228788 | 1997 | |
| 037833100 | 037833100 | APPLE INC | COM | 4685846 | 24338 | |
| 16411R208 | 16411R208 | CHENIERE ENERGY INC | COM NEW | 545488 | 3195 | |
| 46138G508 | 46138G508 | INVESCO EXCH TRADED FD TR II | SR LN ETF | 204508 | 9656 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 1236318 | 6423 | |
| 717081103 | 717081103 | PFIZER INC | COM | 279804 | 9719 | |
| 98978V103 | 98978V103 | ZOETIS INC | CL A | 1788397 | 9061 | |
| 46641Q332 | 46641Q332 | J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 704443 | 12813 | |
| G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 2087454 | 5949 | |
| 92189F676 | 92189F676 | VANECK ETF TRUST | SEMICONDUCTR ETF | 5436823 | 31091 | |
| 90353T100 | 90353T100 | UBER TECHNOLOGIES INC | COM | 762483 | 12384 | |
| 46654Q203 | 46654Q203 | J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 309915 | 6207 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 750487 | 2531 | |
| 74348A467 | 74348A467 | PROSHARES TR | S&P 500 DV ARIST | 92537130 | 972029 | |
| 14020G101 | 14020G101 | CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 266907 | 9455 | |
| 009158106 | 009158106 | AIR PRODS & CHEMS INC | COM | 272830 | 996 | |
| 031162100 | 031162100 | AMGEN INC | COM | 1953087 | 6781 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 860433 | 3693 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 1948866 | 9293 | |
| 532457108 | 532457108 | ELI LILLY & CO | COM | 3713282 | 6370 | |
| 824348106 | 824348106 | SHERWIN WILLIAMS CO | COM | 2994240 | 9600 | |
| 46137V100 | 46137V100 | INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 296641 | 3219 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 490325 | 4904 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 1736841 | 3832 | |
| 620076307 | 620076307 | MOTOROLA SOLUTIONS INC | COM NEW | 1896200 | 6056 | |
| 46429B598 | 46429B598 | ISHARES TR | MSCI INDIA ETF | 255472 | 5234 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 446144 | 1287 | |
| 697435105 | 697435105 | PALO ALTO NETWORKS INC | COM | 1457297 | 4942 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 344874 | 3666 | |
| 66987V109 | 66987V109 | NOVARTIS AG | SPONSORED ADR | 1338660 | 13258 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 1668805 | 33033 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 240749 | 1643 | |
| 79466L302 | 79466L302 | SALESFORCE INC | COM | 661534 | 2514 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 526374 | 3735 | |
| G8994E103 | G8994E103 | TRANE TECHNOLOGIES PLC | SHS | 381246 | 1563 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 203954 | 1853 | |
| 46641Q654 | 46641Q654 | J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 912471 | 17983 | |
| 46434G822 | 46434G822 | ISHARES INC | MSCI JPN ETF NEW | 219979 | 3430 | |
| 72201R866 | 72201R866 | PIMCO ETF TR | INTER MUN BD ACT | 883343 | 16730 | |
| 78464A888 | 78464A888 | SPDR SER TR | S&P HOMEBUILD | 242112 | 2531 | |
| 46138E354 | 46138E354 | INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 298439 | 4763 | |
| 00846U101 | 00846U101 | AGILENT TECHNOLOGIES INC | COM | 1658866 | 11932 | |
| 693475105 | 693475105 | PNC FINL SVCS GROUP INC | COM | 1564716 | 10105 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 658012 | 1859 | |
| 65345M108 | 65345M108 | NEXTDOOR HOLDINGS INC | COM CL A | 32217 | 17046 | |
| 427096508 | 427096508 | HERCULES CAPITAL INC | COM | 196253 | 11773 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 3575765 | 9509 | |
| 316188309 | 316188309 | FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 12509406 | 271707 | |
| 33734X846 | 33734X846 | FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 6237089 | 115845 | |
| 666807102 | 666807102 | NORTHROP GRUMMAN CORP | COM | 1718198 | 3670 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 230527 | 1488 | |
| 92189F106 | 92189F106 | VANECK ETF TRUST | GOLD MINERS ETF | 1121926 | 36179 | |
| 00724F101 | 00724F101 | ADOBE INC | COM | 770807 | 1292 | |
| 46137V431 | 46137V431 | INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 1596829 | 16288 | |
| 278865100 | 278865100 | ECOLAB INC | COM | 235411 | 1187 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 1095407 | 2212 |