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CIK: 0001998182
Total reported value
$341.9M
$341.9M
114 檔
13.0%
According to the latest 13F quarterly dataset, Iams Wealth Management, LLC managed an equity portfolio of $341.9M at the end of Q1 2024, spanning 114 distinct U.S. exchange-listed positions.
During Q1 2024, Iams Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 9.72% | -0.05% | +25.72% | |
| 2 | FIXD | First Trust Smith Opportunis | ETF-Other | 5.52% | -1.28% | -4.36% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.78% | -0.23% | +20.88% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.71% | -0.40% | +48.21% | |
| 5 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.51% | -0.15% | +4.33% | |
| 6 | LMBS | First Trust Low Duration Opp | ETF-Other | 2.20% | -0.06% | +7.53% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-Other | 2.18% | -0.28% | -0.94% | |
| 8 | FTA | First Trust L C Val Alp | ETF-Other | 2.13% | -0.08% | +5.08% | |
| 9 | FTCS | First Trust Capital Strength | ETF-Other | 2.08% | +0.13% | +1.13% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | +0.63% | -1.82% | |
| 11 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 1.89% | -0.08% | +4.04% | |
| 12 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.85% | -0.33% | -1.23% | |
| 13 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.57% | -1.12% | EXIT | |
| 14 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.50% | -0.05% | +58.43% | |
| 15 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 1.30% | — | +9.24% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | -0.14% | -7.69% | |
| 17 | WFC | Wells Fargo & Co | Stock-Financials | 1.21% | -0.16% | -7.04% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.20% | +0.01% | +30.91% | |
| 19 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.20% | — | -13.05% | |
| 20 | FXH | First Trust Health Care Alph | ETF-Other | 1.19% | +0.01% | +13.71% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | -0.01% | +204.42% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.10% | +0.10% | +16.85% | |
| 23 | COP | Conocophillips | Stock-Energy | 1.10% | -0.16% | +5.64% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 1.09% | -0.10% | -3.36% | |
| 25 | HON | Honeywell International Inc | Stock-Industrials | 1.08% | — | +5.47% | |
| 26 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.08% | -0.04% | +0.78% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.06% | +0.13% | +4.41% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | -0.14% | -10.48% | |
| 29 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.00% | -0.06% | +2.37% | |
| 30 | SHEL | Shell Plc-adr | Stock-Energy | 1.00% | — | +5.42% | |
| 31 | ACN | Accenture plc | Stock-Tech | 0.99% | — | +35.29% | |
| 32 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.99% | -0.37% | -47.97% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.97% | -0.08% | +0.96% | |
| 34 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.95% | — | +6.18% | |
| 35 | RDVY | First Trust Rising Dividend | ETF-Other | 0.92% | +0.08% | -1.00% | |
| 36 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.92% | -0.01% | +0.82% | |
| 37 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.87% | -0.05% | +1.67% | |
| 38 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.83% | -0.03% | -21.04% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.35% | +82.05% | |
| 40 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.76% | — | +49.63% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.74% | -0.01% | -1.57% | |
| 42 | MCHP | Microchip Technology Inc | Stock-Tech | 0.73% | +0.02% | +7.48% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.73% | -0.11% | -4.13% | |
| 44 | USB | US Bancorp | Stock-Financials | 0.72% | +0.13% | -10.58% | |
| 45 | FMF | First Trust Managed Futures | ETF-Other | 0.72% | -0.27% | EXIT | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.72% | +1.00% | +23.47% | |
| 47 | FAAR | First Trust Alt Abs Ret ETF | ETF-Other | 0.70% | -0.13% | EXIT | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | — | — | |
| 49 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.69% | — | +25.67% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.08% | +6.21% |
According to official SEC Form 13F filings, Iams Wealth Management, LLC reported a total U.S. public equity portfolio value of $341.9M across 114 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BILS, FIXD, BIL) accounted for 13.0% of total reported equity market value during Q1 2024.
During Q1 2024, Iams Wealth Management, LLC's top holdings by market value included BILS (9.7%)、FIXD (5.5%)、BIL (4.8%). The largest single position, BILS, represented 9.7% of total portfolio value.
In Q1 2024, Iams Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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