0001825292-21-000001.txt : 20210208 0001825292-21-000001.hdr.sgml : 20210208 20210208092557 ACCESSION NUMBER: 0001825292-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210208 DATE AS OF CHANGE: 20210208 EFFECTIVENESS DATE: 20210208 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: 21599003 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 12-31-2020 12-31-2020 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 02-08-2021 0 63 199062 false INFORMATION TABLE 2 13F_IAM_Q42020.xml 3M CO COM Stock 88579Y101 210 1197 SH SOLE 0 0 1197 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 1043 4198 SH SOLE 0 0 4198 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 1306 2709 SH SOLE 0 0 2709 ADVANCED MICRO DEVICES INC COM Stock 007903107 1413 16076 SH SOLE 0 0 16076 AGILENT TECHNOLOGIES INC COM Stock 00846U101 853 6984 SH SOLE 0 0 6984 ALTRIA GROUP INC COM Stock 02209S103 275 6558 SH SOLE 0 0 6558 AMAZON COM INC COM Stock 023135106 1838 555 SH SOLE 0 0 555 AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF ETF 025072406 10066 203860 SH SOLE 0 0 203860 AMERICAN CENTURY STOXX U.S. QUALITY GROWTH ETF ETF 025072307 10338 163010 SH SOLE 0 0 163010 AMGEN INC COM Stock 031162100 800 3375 SH SOLE 0 0 3375 APPLE INC COM Stock 037833100 4043 30182 SH SOLE 0 0 30182 ARK GENOMIC REVOLUTION ETF ETF 00214Q302 317 2955 SH SOLE 0 0 2955 ARK INNOVATION ETF ETF 00214Q104 327 2237 SH SOLE 0 0 2237 AUTODESK INC COM Stock 052769106 969 3310 SH SOLE 0 0 3310 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 589 2530 SH SOLE 0 0 2530 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 631 10177 SH SOLE 0 0 10177 CARVANA CO CL A Stock 146869102 1178 4151 SH SOLE 0 0 4151 CHEGG INC COM Stock 163092109 1126 11351 SH SOLE 0 0 11351 CHEVRON CORP NEW COM Stock 166764100 413 4642 SH SOLE 0 0 4642 CISCO SYS INC COM Stock 17275R102 1175 25680 SH SOLE 0 0 25680 COMCAST CORP NEW CL A Stock 20030N101 742 14707 SH SOLE 0 0 14707 ESSA BANCORP INC COM Stock 29667D104 191 12713 SH SOLE 0 0 12713 EXXON MOBIL CORP COM Stock 30231G102 524 11044 SH SOLE 0 0 11044 FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808 353 3275 SH SOLE 0 0 3275 FIVERR INTL LTD ORD SHS Stock M4R82T106 1571 6479 SH SOLE 0 0 6479 GLOBALSTAR INC COM Stock 378973408 21 19000 SH SOLE 0 0 19000 HONEYWELL INTL INC COM Stock 438516106 1150 5775 SH SOLE 0 0 5775 IDEXX LABS INC COM Stock 45168D104 1237 2548 SH SOLE 0 0 2548 INTEL CORP COM Stock 458140100 835 14481 SH SOLE 0 0 14481 INTUITIVE SURGICAL INC COM NEW Stock 46120E602 1068 1433 SH SOLE 0 0 1433 INVESCO DYNAMIC LARGE CAP GROWTH ETF ETF 46137V746 18619 266483 SH SOLE 0 0 266483 JOHN HANCOCK MULTIFACTOR LARGE CAP ETF ETF 47804J107 18804 389399 SH SOLE 0 0 389399 JOHNSON & JOHNSON COM Stock 478160104 505 3145 SH SOLE 0 0 3145 JPMORGAN EQUITY PREMIUM INCOME ETF ETF 46641Q332 245 4420 SH SOLE 0 0 4420 LILLY ELI & CO COM Stock 532457108 1483 7530 SH SOLE 0 0 7530 LOCKHEED MARTIN CORP COM Stock 539830109 698 2099 SH SOLE 0 0 2099 MATERIALS SELECT SECTOR SPDR FUND ETF 81369Y100 3560 49072 SH SOLE 0 0 49072 MCDONALDS CORP COM Stock 580135101 544 2606 SH SOLE 0 0 2606 MERCK & CO. INC COM Stock 58933Y105 763 9865 SH SOLE 0 0 9865 MICROSOFT CORP COM Stock 594918104 2715 11175 SH SOLE 0 0 11175 MOTOROLA SOLUTIONS INC COM NEW Stock 620076307 731 4075 SH SOLE 0 0 4075 NORTHROP GRUMMAN CORP COM Stock 666807102 676 2249 SH SOLE 0 0 2249 PAYPAL HLDGS INC COM Stock 70450Y103 1360 5398 SH SOLE 0 0 5398 PFIZER INC COM Stock 717081103 1649 47335 SH SOLE 0 0 47335 PHILIP MORRIS INTL INC COM Stock 718172109 459 5718 SH SOLE 0 0 5718 PNC FINL SVCS GROUP INC COM Stock 693475105 1576 10353 SH SOLE 0 0 10353 PPL CORP COM Stock 69351T106 208 7474 SH SOLE 0 0 7474 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ETF 74348A467 82655 1036950 SH SOLE 0 0 1036950 SEA LTD SPONSORD ADS ADR 81141R100 1275 5234 SH SOLE 0 0 5234 SERVICENOW INC COM Stock 81762P102 1044 1810 SH SOLE 0 0 1810 SHERWIN WILLIAMS CO COM Stock 824348106 2244 3200 SH SOLE 0 0 3200 SHOPIFY INC CL A Stock 82509L107 1309 1069 SH SOLE 0 0 1069 SQUARE INC CL A Stock 852234103 1112 4879 SH SOLE 0 0 4879 TELADOC HEALTH INC COM Stock 87918A105 1180 4346 SH SOLE 0 0 4346 TESLA INC COM Stock 88160R101 715 836 SH SOLE 0 0 836 TRANE TECHNOLOGIES PLC SHS Stock G8994E103 212 1450 SH SOLE 0 0 1450 TWILIO INC CL A Stock 90138F102 996 2558 SH SOLE 0 0 2558 UNITEDHEALTH GROUP INC COM Stock 91324P102 838 2479 SH SOLE 0 0 2479 VEEVA SYS INC CL A COM Stock 922475108 959 3351 SH SOLE 0 0 3351 VERIZON COMMUNICATIONS INC COM Stock 92343V104 792 14462 SH SOLE 0 0 14462 VULCAN MATLS CO COM Stock 929160109 984 6460 SH SOLE 0 0 6460 WASTE MGMT INC DEL COM Stock 94106L109 821 7318 SH SOLE 0 0 7318 ZOETIS INC CL A Stock 98978V103 729 4696 SH SOLE 0 0 4696