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CIK: 0001998182
Total reported value
$332.2M
$332.2M
139 檔
13.2%
The Q2 2024 SEC filing reveals that Iams Wealth Management, LLC held a total portfolio value of $332.2M, covering 139 public equity positions.
During Q2 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.82% | -0.83% | +35.74% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.77% | +0.39% | +57.88% | |
| 3 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 5.66% | -0.27% | -34.97% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.73% | -0.74% | +236.48% | |
| 5 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.05% | -0.45% | +4.50% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.28% | -0.25% | +18.46% | |
| 7 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.18% | +0.79% | -55.49% | |
| 8 | FTA | First Trust L C Val Alp | ETF-Other | 1.65% | -0.05% | -15.48% | |
| 9 | FVD | First Trust Value Line Dvd | ETF-Other | 1.58% | -0.08% | -18.73% | |
| 10 | FTCS | First Trust Capital Strength | ETF-Other | 1.55% | -0.04% | -17.00% | |
| 11 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.45% | +0.03% | -22.00% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | -0.17% | +1193.77% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.43% | +0.16% | +486.88% | |
| 14 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.41% | +0.03% | +52.10% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.26% | -0.03% | -36.09% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | — | +5.12% | |
| 17 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.24% | — | -2.07% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.19% | +0.01% | +58.63% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.19% | -0.84% | EXIT | |
| 20 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 1.15% | -0.03% | -32.27% | |
| 21 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.10% | -0.08% | +42.47% | |
| 22 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.09% | -0.10% | +7.09% | |
| 23 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.09% | -0.03% | +876.55% | |
| 24 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.08% | -0.03% | -21.32% | |
| 25 | WFC | Wells Fargo & Co | Stock-Financials | 1.05% | -0.04% | -10.49% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.03% | -0.12% | +1.99% | |
| 27 | COP | Conocophillips | Stock-Energy | 1.02% | -0.25% | +1.77% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 1.02% | -0.02% | +20.58% | |
| 29 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.01% | -0.45% | EXIT | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.01% | — | +2.77% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | +0.05% | +162.50% | |
| 32 | SHEL | Shell Plc-adr | Stock-Energy | 0.97% | -0.25% | -6.08% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | +0.04% | +16.32% | |
| 34 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.94% | -0.26% | +12.94% | |
| 35 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.94% | -0.10% | +56.28% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.93% | +0.02% | -23.09% | |
| 37 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.93% | — | -21.96% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.90% | — | +25.69% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.88% | -0.08% | +17.41% | |
| 40 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.87% | -0.04% | — | |
| 41 | FXH | First Trust Health Care Alph | ETF-Other | 0.84% | +0.01% | -19.71% | |
| 42 | MCHP | Microchip Technology Inc | Stock-Tech | 0.81% | -0.01% | +11.17% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.78% | -0.03% | +15.03% | |
| 44 | RDVY | First Trust Rising Dividend | ETF-Other | 0.74% | +0.33% | -14.06% | |
| 45 | USB | US Bancorp | Stock-Financials | 0.72% | -0.21% | +15.89% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.72% | +0.16% | +2.74% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.71% | -0.01% | -6.54% | |
| 48 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.69% | -0.23% | +12.07% | |
| 49 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.68% | — | — | |
| 50 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.66% | — | — |
According to official SEC Form 13F filings, Iams Wealth Management, LLC reported a total U.S. public equity portfolio value of $332.2M across 139 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BIL, QQQ, BILS) accounted for 13.2% of total reported equity market value during Q2 2024.
During Q2 2024, Iams Wealth Management, LLC's top holdings by market value included BIL (5.8%)、QQQ (5.8%)、BILS (5.7%). The largest single position, BIL, represented 5.8% of total portfolio value.
In Q2 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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