# EDGAR Filing Document

**Accession Number:** 0001825292
**File Stem:** 0001951757-23-000010
**Filing Date:** 2023-1
**Character Count:** 12308
**Document Hash:** 83f632cc0c545c0e810a7e845d00ed8c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-23-000010.hdr.sgml**: 20230118

**ACCESSION NUMBER**: 0001951757-23-000010

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230118

**DATE AS OF CHANGE**: 20230117

**EFFECTIVENESS DATE**: 20230118

**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:** 23532726

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** IAM Advisory LLC<br>**Address:** 137 NORTH SECOND STREET<br>EASTON, PA 18042

**Form 13F File Number:** 028-20596

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** HOLLY JINKS<br>**Title:** Chief Compliance Officer<br>**Phone:** 610-258-3269

**Signature, Place, and Date of Signing:**

HOLLY JINKS  EASTON, PA  01-17-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 83

**Form 13F Information Table Value Total:** $272079409

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ADOBE SYSTEMS INCORPORATED COM | Stock | 00724F101 |  | 886083 | 2633 | SH |  | SOLE |  | 0 | 0 | 2633 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 |  | 967988 | 14945 | SH |  | SOLE |  | 0 | 0 | 14945 |
| AGILENT TECHNOLOGIES INC COM | Stock | 00846U101 |  | 1380098 | 9222 | SH |  | SOLE |  | 0 | 0 | 9222 |
| AGILON HEALTH INC COM | Stock | 00857U107 |  | 171826 | 10646 | SH |  | SOLE |  | 0 | 0 | 10646 |
| AIR PRODS  CHEMS INC COM | Stock | 009158106 |  | 224623 | 729 | SH |  | SOLE |  | 0 | 0 | 729 |
| AMAZON COM INC COM | Stock | 023135106 |  | 983808 | 11712 | SH |  | SOLE |  | 0 | 0 | 11712 |
| AMERICAN CENTURY STOXX U.S. QUALITY GROWTH ETF | ETF | 025072307 |  | 9435702 | 163474 | SH |  | SOLE |  | 0 | 0 | 163474 |
| AVANTIS U.S. SMALL CAP VALUE ETF | ETF | 025072877 |  | 5678301 | 76209 | SH |  | SOLE |  | 0 | 0 | 76209 |
| AMGEN INC COM | Stock | 031162100 |  | 1418218 | 5400 | SH |  | SOLE |  | 0 | 0 | 5400 |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | ETF | 032108409 |  | 4549904 | 126880 | SH |  | SOLE |  | 0 | 0 | 126880 |
| APPLE INC COM | Stock | 037833100 |  | 3141028 | 24175 | SH |  | SOLE |  | 0 | 0 | 24175 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 |  | 804621 | 3369 | SH |  | SOLE |  | 0 | 0 | 3369 |
| BANK AMERICA CORP COM | Stock | 060505104 |  | 512960 | 15488 | SH |  | SOLE |  | 0 | 0 | 15488 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 897355 | 2905 | SH |  | SOLE |  | 0 | 0 | 2905 |
| BLACKSTONE INC COM | Stock | 09260D107 |  | 520655 | 7018 | SH |  | SOLE |  | 0 | 0 | 7018 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 110122108 |  | 1196249 | 16626 | SH |  | SOLE |  | 0 | 0 | 16626 |
| CHENIERE ENERGY INC COM NEW | Stock | 16411R208 |  | 528372 | 3523 | SH |  | SOLE |  | 0 | 0 | 3523 |
| CHEVRON CORP NEW COM | Stock | 166764100 |  | 1369002 | 7627 | SH |  | SOLE |  | 0 | 0 | 7627 |
| CISCO SYS INC COM | Stock | 17275R102 |  | 1244454 | 26122 | SH |  | SOLE |  | 0 | 0 | 26122 |
| COMCAST CORP NEW CL A | Stock | 20030N101 |  | 841626 | 24067 | SH |  | SOLE |  | 0 | 0 | 24067 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 |  | 473805 | 4500 | SH |  | SOLE |  | 0 | 0 | 4500 |
| DEERE  CO COM | Stock | 244199105 |  | 453743 | 1058 | SH |  | SOLE |  | 0 | 0 | 1058 |
| ENPHASE ENERGY INC COM | Stock | 29355A107 |  | 892385 | 3368 | SH |  | SOLE |  | 0 | 0 | 3368 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 494908 | 4487 | SH |  | SOLE |  | 0 | 0 | 4487 |
| FIRST BK WILLIAMSTOWN NEW JERS COM | Stock | 31931U102 |  | 2495181 | 181336 | SH |  | SOLE |  | 0 | 0 | 181336 |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | ETF | 33734X846 |  | 1276124 | 32966 | SH |  | SOLE |  | 0 | 0 | 32966 |
| GXO LOGISTICS INCORPORATED COMMON STOCK | Stock | 36262G101 |  | 481799 | 11286 | SH |  | SOLE |  | 0 | 0 | 11286 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 389459 | 1233 | SH |  | SOLE |  | 0 | 0 | 1233 |
| HONEYWELL INTL INC COM | Stock | 438516106 |  | 1624080 | 7579 | SH |  | SOLE |  | 0 | 0 | 7579 |
| INTEL CORP COM | Stock | 458140100 |  | 692836 | 26214 | SH |  | SOLE |  | 0 | 0 | 26214 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 |  | 212947 | 1511 | SH |  | SOLE |  | 0 | 0 | 1511 |
| INVESCO AEROSPACE  DEFENSE ETF | ETF | 46137V100 |  | 284960 | 3635 | SH |  | SOLE |  | 0 | 0 | 3635 |
| INVESCO DYNAMIC LARGE CAP GROWTH ETF | ETF | 46137V746 |  | 301604 | 5049 | SH |  | SOLE |  | 0 | 0 | 5049 |
| INVESCO S 500 LOW VOLATILITY ETF | ETF | 46138E354 |  | 345628 | 5409 | SH |  | SOLE |  | 0 | 0 | 5409 |
| INVESCO S 500 HIGH DIVIDEND LOW VOLATILITY ETF | ETF | 46138E362 |  | 744516 | 16986 | SH |  | SOLE |  | 0 | 0 | 16986 |
| INVESCO S 500 REVENUE ETF | ETF | 46138G698 |  | 249797 | 3378 | SH |  | SOLE |  | 0 | 0 | 3378 |
| INVESCO SOLAR ETF | ETF | 46138G706 |  | 1068936 | 14655 | SH |  | SOLE |  | 0 | 0 | 14655 |
| ISHARES MSCI AGRICULTURE PRODUCERS ETF | ETF | 464286350 |  | 1340928 | 31294 | SH |  | SOLE |  | 0 | 0 | 31294 |
| ISHARES RUSSELL 2000 ETF | ETF | 464287655 |  | 1050321 | 6024 | SH |  | SOLE |  | 0 | 0 | 6024 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | ETF | 464288158 |  | 891147 | 8547 | SH |  | SOLE |  | 0 | 0 | 8547 |
| ISHARES U.S. AEROSPACE  DEFENSE ETF | ETF | 464288760 |  | 1278326 | 11428 | SH |  | SOLE |  | 0 | 0 | 11428 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | ETF | 46641Q332 |  | 641759 | 11778 | SH |  | SOLE |  | 0 | 0 | 11778 |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | ETF | 46641Q654 |  | 762931 | 15097 | SH |  | SOLE |  | 0 | 0 | 15097 |
| JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 |  | 11562008 | 230640 | SH |  | SOLE |  | 0 | 0 | 230640 |
| JOHN HANCOCK MULTIFACTOR LARGE CAP ETF | ETF | 47804J107 |  | 18210847 | 369763 | SH |  | SOLE |  | 0 | 0 | 369763 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 245585 | 1390 | SH |  | SOLE |  | 0 | 0 | 1390 |
| LILLY ELI  CO COM | Stock | 532457108 |  | 2660938 | 7274 | SH |  | SOLE |  | 0 | 0 | 7274 |
| LOCKHEED MARTIN CORP COM | Stock | 539830109 |  | 1569839 | 3227 | SH |  | SOLE |  | 0 | 0 | 3227 |
| MCDONALDS CORP COM | Stock | 580135101 |  | 652556 | 2476 | SH |  | SOLE |  | 0 | 0 | 2476 |
| MERCK  CO INC COM | Stock | 58933Y105 |  | 1610628 | 14517 | SH |  | SOLE |  | 0 | 0 | 14517 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 2826957 | 11788 | SH |  | SOLE |  | 0 | 0 | 11788 |
| MOTOROLA SOLUTIONS INC COM NEW | Stock | 620076307 |  | 1380369 | 5356 | SH |  | SOLE |  | 0 | 0 | 5356 |
| NORTHROP GRUMMAN CORP COM | Stock | 666807102 |  | 1741304 | 3191 | SH |  | SOLE |  | 0 | 0 | 3191 |
| PGIM ULTRA SHORT BOND ETF | ETF | 69344A107 |  | 22349346 | 455180 | SH |  | SOLE |  | 0 | 0 | 455180 |
| PNC FINL SVCS GROUP INC COM | Stock | 693475105 |  | 1599009 | 10124 | SH |  | SOLE |  | 0 | 0 | 10124 |
| PACER LUNT LARGE CAP ALTERNATOR ETF | ETF | 69374H717 |  | 259637 | 6417 | SH |  | SOLE |  | 0 | 0 | 6417 |
| PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | ETF | 69374H873 |  | 9335319 | 342581 | SH |  | SOLE |  | 0 | 0 | 342581 |
| PACER US CASH COWS 100 ETF | ETF | 69374H881 |  | 17103642 | 369808 | SH |  | SOLE |  | 0 | 0 | 369808 |
| PALO ALTO NETWORKS INC COM | Stock | 697435105 |  | 735934 | 5274 | SH |  | SOLE |  | 0 | 0 | 5274 |
| PFIZER INC COM | Stock | 717081103 |  | 2278439 | 44466 | SH |  | SOLE |  | 0 | 0 | 44466 |
| PHILIP MORRIS INTL INC COM | Stock | 718172109 |  | 379052 | 3745 | SH |  | SOLE |  | 0 | 0 | 3745 |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF | ETF | 72201R866 |  | 724199 | 14095 | SH |  | SOLE |  | 0 | 0 | 14095 |
| PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | ETF | 72201R874 |  | 742581 | 15064 | SH |  | SOLE |  | 0 | 0 | 15064 |
| PROCTER AND GAMBLE CO COM | Stock | 742718109 |  | 221078 | 1459 | SH |  | SOLE |  | 0 | 0 | 1459 |
| PROSHARES S 500 DIVIDEND ARISTOCRATS ETF | ETF | 74348A467 |  | 77876503 | 865391 | SH |  | SOLE |  | 0 | 0 | 865391 |
| QUAD / GRAPHICS INC COM CL A | Stock | 747301109 |  | 40800 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 808524797 |  | 23439271 | 310290 | SH |  | SOLE |  | 0 | 0 | 310290 |
| MATERIALS SELECT SECTOR SPDR FUND | ETF | 81369Y100 |  | 492187 | 6336 | SH |  | SOLE |  | 0 | 0 | 6336 |
| HEALTH CARE SELECT SECTOR SPDR FUND | ETF | 81369Y209 |  | 2821594 | 20770 | SH |  | SOLE |  | 0 | 0 | 20770 |
| ENERGY SELECT SECTOR SPDR FUND | ETF | 81369Y506 |  | 344934 | 3943 | SH |  | SOLE |  | 0 | 0 | 3943 |
| INDUSTRIAL SELECT SECTOR SPDR FUND | ETF | 81369Y704 |  | 559400 | 5696 | SH |  | SOLE |  | 0 | 0 | 5696 |
| SHERWIN WILLIAMS CO COM | Stock | 824348106 |  | 2278368 | 9600 | SH |  | SOLE |  | 0 | 0 | 9600 |
| SNOWFLAKE INC CL A | Stock | 833445109 |  | 543730 | 3788 | SH |  | SOLE |  | 0 | 0 | 3788 |
| TRACTOR SUPPLY CO COM | Stock | 892356106 |  | 850556 | 3781 | SH |  | SOLE |  | 0 | 0 | 3781 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 |  | 2545271 | 4801 | SH |  | SOLE |  | 0 | 0 | 4801 |
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 |  | 923838 | 23448 | SH |  | SOLE |  | 0 | 0 | 23448 |
| VULCAN MATLS CO COM | Stock | 929160109 |  | 1149835 | 6566 | SH |  | SOLE |  | 0 | 0 | 6566 |
| WASTE MGMT INC DEL COM | Stock | 94106L109 |  | 1519993 | 9689 | SH |  | SOLE |  | 0 | 0 | 9689 |
| XPO INC COM | Stock | 983793100 |  | 400445 | 12029 | SH |  | SOLE |  | 0 | 0 | 12029 |
| ZOETIS INC CL A | Stock | 98978V103 |  | 1037033 | 7076 | SH |  | SOLE |  | 0 | 0 | 7076 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 |  | 1381240 | 5176 | SH |  | SOLE |  | 0 | 0 | 5176 |
| LINDE PLC SHS | Stock | G5494J103 |  | 221150 | 678 | SH |  | SOLE |  | 0 | 0 | 678 |
| TRANE TECHNOLOGIES PLC SHS | Stock | G8994E103 |  | 263001 | 1565 | SH |  | SOLE |  | 0 | 0 | 1565 |

---