0001825292-21-000005.txt : 20211014 0001825292-21-000005.hdr.sgml : 20211014 20211014100218 ACCESSION NUMBER: 0001825292-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211014 DATE AS OF CHANGE: 20211014 EFFECTIVENESS DATE: 20211014 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: 211322632 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 09-30-2021 09-30-2021 IAM Advisory, LLC

137 NORTH SECOND STREET EASTON PA 18042

13F HOLDINGS REPORT 028-20596 N Holly P. Jinks 6102583269 Holly P. Jinks Easton PA 10-14-2021 0 72 235591 false INFORMATION TABLE 2 13F_IAM_Q32021.xml 3M CO COM Stock 88579Y101 216 1225 SH SOLE 0 0 1225 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 1432 4385 SH SOLE 0 0 4385 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 1583 2763 SH SOLE 0 0 2763 ADVANCED MICRO DEVICES INC COM Stock 007903107 1710 16339 SH SOLE 0 0 16339 AGILENT TECHNOLOGIES INC COM Stock 00846U101 1162 7745 SH SOLE 0 0 7745 AMAZON COM INC COM Stock 023135106 1883 580 SH SOLE 0 0 580 AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF ETF 025072406 653 13190 SH SOLE 0 0 13189 AMERICAN CENTURY STOXX U.S. QUALITY GROWTH ETF ETF 025072307 11331 160999 SH SOLE 0 0 160999 AMGEN INC COM Stock 031162100 809 3912 SH SOLE 0 0 3911 AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF ETF 032108409 3901 109491 SH SOLE 0 0 109491 APPLE INC COM Stock 037833100 4297 30086 SH SOLE 0 0 30085 ASML HOLDING N V N Y REGISTRY SHS ADR N07059210 963 1334 SH SOLE 0 0 1334 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 608 2984 SH SOLE 0 0 2984 AVANTIS U.S. SMALL CAP VALUE ETF ETF 025072877 5442 70027 SH SOLE 0 0 70027 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 711 2530 SH SOLE 0 0 2530 BREAKWAVE DRY BULK SHIPPING ETF ETF 26923H200 266 6485 SH SOLE 0 0 6485 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 667 11613 SH SOLE 0 0 11613 CHEVRON CORP NEW COM Stock 166764100 508 4743 SH SOLE 0 0 4743 CISCO SYS INC COM Stock 17275R102 1098 19986 SH SOLE 0 0 19985 COMCAST CORP NEW CL A Stock 20030N101 879 16831 SH SOLE 0 0 16831 COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND ETF 81369Y852 1788 22416 SH SOLE 0 0 22416 CROWDSTRIKE HLDGS INC CL A Stock 22788C105 1078 4411 SH SOLE 0 0 4411 ESSA BANCORP INC COM Stock 29667D104 211 12992 SH SOLE 0 0 12991 EXXON MOBIL CORP COM Stock 30231G102 689 11197 SH SOLE 0 0 11197 FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808 395 3292 SH SOLE 0 0 3292 FIRST TRUST NASDAQ CEA CYBERSECURITY ETF ETF 33734X846 1657 33364 SH SOLE 0 0 33364 FIVERR INTL LTD ORD SHS Stock M4R82T106 1060 6103 SH SOLE 0 0 6103 GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF ETF 381430107 8569 251423 SH SOLE 0 0 251423 HONEYWELL INTL INC COM Stock 438516106 1359 6311 SH SOLE 0 0 6310 IDEXX LABS INC COM Stock 45168D104 1583 2583 SH SOLE 0 0 2583 INDUSTRIAL SELECT SECTOR SPDR FUND ETF 81369Y704 243 2431 SH SOLE 0 0 2430 INTEL CORP COM Stock 458140100 885 16558 SH SOLE 0 0 16557 INTUITIVE SURGICAL INC COM NEW Stock 46120E602 1429 4407 SH SOLE 0 0 4407 INVESCO DYNAMIC LARGE CAP GROWTH ETF ETF 46137V746 19163 258924 SH SOLE 0 0 258923 INVESCO S&P MIDCAP 400 REVENUE ETF ETF 46138G672 255 2883 SH SOLE 0 0 2883 ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF ETF 464288562 238 2731 SH SOLE 0 0 2731 JOHN HANCOCK MULTIFACTOR LARGE CAP ETF ETF 47804J107 20777 376736 SH SOLE 0 0 376735 JOHNSON & JOHNSON COM Stock 478160104 506 3158 SH SOLE 0 0 3157 JPMORGAN EQUITY PREMIUM INCOME ETF ETF 46641Q332 279 4646 SH SOLE 0 0 4645 LAM RESEARCH CORP COM Stock 512807108 801 1449 SH SOLE 0 0 1449 LILLY ELI & CO COM Stock 532457108 1680 7188 SH SOLE 0 0 7187 LOCKHEED MARTIN CORP COM Stock 539830109 867 2429 SH SOLE 0 0 2428 MATERIALS SELECT SECTOR SPDR FUND ETF 81369Y100 3114 38357 SH SOLE 0 0 38356 MCDONALDS CORP COM Stock 580135101 652 2646 SH SOLE 0 0 2645 MERCK & CO INC COM Stock 58933Y105 843 10547 SH SOLE 0 0 10546 MICROSOFT CORP COM Stock 594918104 3366 11439 SH SOLE 0 0 11439 MODERNA INC COM Stock 60770K107 250 821 SH SOLE 0 0 821 MOTOROLA SOLUTIONS INC COM NEW Stock 620076307 1087 4612 SH SOLE 0 0 4611 NORTHROP GRUMMAN CORP COM Stock 666807102 1010 2569 SH SOLE 0 0 2568 PAYPAL HLDGS INC COM Stock 70450Y103 1390 5450 SH SOLE 0 0 5450 PFIZER INC COM Stock 717081103 2069 49184 SH SOLE 0 0 49184 PHILIP MORRIS INTL INC COM Stock 718172109 344 3620 SH SOLE 0 0 3620 PNC FINL SVCS GROUP INC COM Stock 693475105 2089 10390 SH SOLE 0 0 10390 PPG INDS INC COM Stock 693506107 202 1329 SH SOLE 0 0 1329 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ETF 74348A467 94742 1053863 SH SOLE 0 0 1053862 PROVIDENT FINL SVCS INC COM Stock 74386T105 244 9876 SH SOLE 0 0 9876 QUANTA SVCS INC COM Stock 74762E102 974 8779 SH SOLE 0 0 8779 SEA LTD SPONSORD ADS ADR 81141R100 1670 5283 SH SOLE 0 0 5283 SHERWIN WILLIAMS CO COM Stock 824348106 2768 9600 SH SOLE 0 0 9600 SHOPIFY INC CL A Stock 82509L107 1494 1101 SH SOLE 0 0 1101 SNOWFLAKE INC CL A Stock 833445109 1040 3357 SH SOLE 0 0 3357 SQUARE INC CL A Stock 852234103 1161 4998 SH SOLE 0 0 4998 TRANE TECHNOLOGIES PLC SHS Stock G8994E103 249 1465 SH SOLE 0 0 1464 TWILIO INC CL A Stock 90138F102 858 2676 SH SOLE 0 0 2676 UNITEDHEALTH GROUP INC COM Stock 91324P102 1105 2729 SH SOLE 0 0 2728 VANECK SEMICONDUCTOR ETF ETF 92189F676 1481 5848 SH SOLE 0 0 5848 VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 921908844 500 3199 SH SOLE 0 0 3198 VEEVA SYS INC CL A COM Stock 922475108 969 3408 SH SOLE 0 0 3408 VERIZON COMMUNICATIONS INC COM Stock 92343V104 842 16144 SH SOLE 0 0 16144 VULCAN MATLS CO COM Stock 929160109 1161 6755 SH SOLE 0 0 6755 WASTE MGMT INC DEL COM Stock 94106L109 1234 8007 SH SOLE 0 0 8007 ZOETIS INC CL A Stock 98978V103 1052 5322 SH SOLE 0 0 5322