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CIK: 0001998182
Total reported value
$332.2M
$332.2M
145 檔
13.4%
As reported in its official Q3 2024 Form 13F filing, Iams Wealth Management, LLC's tracked investment portfolio stood at $332.2M with 145 total positions.
In Q3 2024, Iams Wealth Management, LLC displayed an active expansion posture, initiating 10 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, BIL, BILS) accounted for 13.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
TMUS
市值: $1.3M
Top Position Liquidated / Trimmed
FTC
前期市值: $1.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.51% | +0.39% | +4.51% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.01% | -0.83% | -3.97% | |
| 3 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 4.63% | -0.27% | -8.89% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.86% | -0.74% | +9.52% | |
| 5 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.78% | -0.45% | +2.18% | |
| 6 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.54% | +0.79% | +23.60% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-Other | 2.27% | -0.08% | +43.14% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | -0.25% | +11.55% | |
| 9 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.05% | +0.03% | +57.05% | |
| 10 | FTA | First Trust L C Val Alp | ETF-Other | 1.72% | -0.05% | +7.96% | |
| 11 | FTCS | First Trust Capital Strength | ETF-Other | 1.64% | -0.04% | +9.35% | |
| 12 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.55% | +0.03% | +12.27% | |
| 13 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.52% | -0.04% | +91.36% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.37% | +0.01% | +16.02% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.26% | -0.03% | +8.39% | |
| 16 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.24% | -0.08% | +2.76% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | — | +3.48% | |
| 18 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 1.12% | -0.03% | +6.72% | |
| 19 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.10% | -0.03% | +10.58% | |
| 20 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.06% | -0.10% | +2.21% | |
| 21 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.06% | -0.03% | +0.48% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.04% | — | +9.80% | |
| 23 | HON | Honeywell International Inc | Stock-Industrials | 1.03% | -0.84% | EXIT | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.02% | +0.02% | +18.04% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | +0.05% | +21.43% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | +0.04% | +0.61% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | -0.17% | -20.91% | |
| 28 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.00% | -0.45% | EXIT | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.99% | — | +7.21% | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 0.97% | -0.04% | +8.77% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.96% | -0.12% | +10.45% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.95% | -0.08% | +1.27% | |
| 33 | COP | Conocophillips | Stock-Energy | 0.94% | -0.25% | +11.62% | |
| 34 | ACN | Accenture plc | Stock-Tech | 0.93% | — | -0.54% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.92% | -0.02% | -7.97% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.92% | -0.26% | +1.83% | |
| 37 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.91% | +0.14% | +84.35% | |
| 38 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.91% | -0.10% | +4.53% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | +0.04% | +68.85% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.82% | -0.03% | +8.28% | |
| 41 | SHEL | Shell Plc-adr | Stock-Energy | 0.82% | -0.25% | +2.64% | |
| 42 | USB | US Bancorp | Stock-Financials | 0.77% | -0.21% | +3.67% | |
| 43 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-Other | 0.75% | -0.04% | +63.41% | |
| 44 | MCHP | Microchip Technology Inc | Stock-Tech | 0.74% | -0.01% | +16.66% | |
| 45 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.73% | — | +35.85% | |
| 46 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.67% | -0.23% | -0.66% | |
| 47 | FXH | First Trust Health Care Alph | ETF-Other | 0.66% | +0.01% | -17.99% | |
| 48 | PNC | Pnc Financial Services Group | Stock-Financials | 0.66% | +0.04% | -3.46% | |
| 49 | XLSR | Ss US Sector Rotation | ETF-Other | 0.66% | -0.40% | +39.75% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | +0.20% | +0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FVD | First Trust Value Line Dvd | +0.7% | +43.14% | Add |
| 2 | FTGS | First Trust Grwth Strgth ETF | +0.7% | +91.36% | Add |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.6% | +57.05% | Add |
| 4 | TMUS | T-mobile US Inc | +0.6% | NEW | New buy |
| 5 | CSCO | Cisco Systems Inc | +0.6% | NEW | New buy |
| 6 | ADBE | Adobe Inc | +0.5% | NEW | New buy |
| 7 | TSLA | Tesla Inc | +0.4% | +68.85% | Add |
| 8 | SMH | Vaneck Semiconductor ETF | +0.4% | NEW | New buy |
| 9 | FBT | First Trust Nyse Arca Biotec | +0.4% | NEW | New buy |
| 10 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +0.4% | +84.35% | Add |
| 11 | FIXD | First Trust Smith Opportunis | +0.4% | +23.60% | Add |
| 12 | IWF | Ishares Russell 1000 Growth | +0.3% | NEW | New buy |
| 13 | XLC | Ss Comm Select Sector Spdr | +0.3% | NEW | New buy |
| 14 | FIIG | Ft Intermed Dur Ig CORP ETF | +0.3% | +63.41% | Add |
| 15 | SCHD | Schwab US Dvd Equity ETF | +0.3% | NEW | New buy |
| 16 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +59.48% | Add |
| 17 | FISR | Ss Fi Sector Rotation | +0.2% | +88.44% | Add |
| 18 | SPAB | Ss Spdr P Agg Bond ETF | +0.2% | NEW | New buy |
| 19 | BWXT | Bwx Technologies Inc | +0.2% | NEW | New buy |
| 20 | MBSF | Regan Floating Rate Mbs ETF | +0.2% | +149.11% | Add |
| 21 | AAPL | Apple Inc | +0.2% | +16.02% | Add |
| 22 | LGOV | First Tr Long Duration O-etf | +0.2% | +35.85% | Add |
| 23 | QTEC | First Trust Nasdq 100 Tech I | +0.2% | +69.30% | Add |
| 24 | AVGO | Broadcom Inc | +0.2% | +1526.37% | Add |
| 25 | GILD | Gilead Sciences Inc | +0.1% | +2.76% | Add |
| 26 | XLSR | Ss US Sector Rotation | +0.1% | +39.75% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +56.14% | Add |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +9.52% | Add |
| 29 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.1% | +12.27% | Add |
| 30 | FTCS | First Trust Capital Strength | +0.1% | +9.35% | Add |
| 31 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +18.04% | Add |
| 32 | FTA | First Trust L C Val Alp | +0.1% | +7.96% | Add |
| 33 | MCD | Mcdonald's CORP | +0.1% | +1.27% | Add |
| 34 | SPMO | Invesco S&p 500 Momentum ETF | -0.2% | EXIT | Sold out |
| 35 | BIP | Brookfield Infrastructure Partners L.P. | -0.2% | EXIT | Sold out |
| 36 | CCI | Crown Castle Inc | -0.2% | EXIT | Sold out |
| 37 | VICI | Vici Properties Inc | -0.3% | EXIT | Sold out |
| 38 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | +4.51% | Add |
| 39 | MAGS | Roundhill Magnificent Seven | -0.3% | EXIT | Sold out |
| 40 | IWS | Ishares Russell Mid-cap Valu | -0.3% | EXIT | Sold out |
| 41 | IWY | Ishares Russell Top 200 Grow | -0.3% | EXIT | Sold out |
| 42 | TLH | Ishares 10-20 Year Treasury | -0.3% | EXIT | Sold out |
| 43 | NVDA | Nvidia CORP | -0.4% | -20.91% | Trim |
| 44 | FTSL | First Trust Senior Loan ETF | -0.5% | EXIT | Sold out |
| 45 | RDVY | First Trust Rising Dividend | -0.6% | -79.59% | Trim |
| 46 | QCOM | Qualcomm Inc | -0.7% | EXIT | Sold out |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.8% | -3.97% | Trim |
| 48 | FTC | First Trust Large Cap Growth | -0.9% | EXIT | Sold out |
| 49 | BILS | Ss Spdrb B 3-12m T-bill ETF | -1% | -8.89% | Trim |
| 50 | GOOG | Alphabet Inc-cl C | -1% | -66.83% | Trim |
According to official SEC Form 13F filings, Iams Wealth Management, LLC reported a total U.S. public equity portfolio value of $332.2M across 145 disclosed positions in Q3 2024.
During Q3 2024, Iams Wealth Management, LLC's top holdings by market value included QQQ (5.5%)、BIL (5.0%)、BILS (4.6%). The largest single position, QQQ, represented 5.5% of total portfolio value.
In Q3 2024, Iams Wealth Management, LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 24 positions, trimming 5 holdings, and fully liquidating 11 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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