13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001998182
Total reported value
$332.2M
$332.2M
162 檔
12.9%
At the close of Q4 2024, Iams Wealth Management, LLC disclosed equity holdings valued at approximately $332.2M, spread across 162 reported holdings.
In Q4 2024, Iams Wealth Management, LLC displayed an active expansion posture, initiating 17 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.89% | +0.39% | +9.50% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.48% | -0.74% | +21.97% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.63% | -0.83% | -21.91% | |
| 4 | FIXD | First Trust Smith Opportunis | ETF-Other | 3.43% | +0.79% | +52.66% | |
| 5 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.22% | -0.45% | -7.21% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.16% | +0.03% | +10.66% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.13% | -0.25% | +6.43% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-Other | 2.06% | -0.08% | +1.89% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.88% | +0.01% | +37.42% | |
| 10 | FTA | First Trust L C Val Alp | ETF-Other | 1.61% | -0.05% | +3.74% | |
| 11 | FTCS | First Trust Capital Strength | ETF-Other | 1.55% | -0.04% | +4.44% | |
| 12 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.50% | -0.04% | +5.42% | |
| 13 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.49% | -0.27% | -65.28% | |
| 14 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.48% | +0.03% | +5.03% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.34% | — | +42.66% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | — | +0.97% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.28% | +0.02% | +26.22% | |
| 18 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.27% | -0.03% | +9.64% | |
| 19 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.24% | +0.14% | +40.78% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | +0.05% | +8.29% | |
| 21 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.20% | -0.03% | +1.75% | |
| 22 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.17% | -0.08% | -7.82% | |
| 23 | WFC | Wells Fargo & Co | Stock-Financials | 1.12% | -0.04% | -0.47% | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 1.12% | -0.84% | EXIT | |
| 25 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 1.12% | -0.10% | +30.16% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | -0.17% | +3.55% | |
| 27 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.03% | -0.23% | +65.05% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | +0.01% | +85.19% | |
| 29 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.97% | -0.03% | +6.84% | |
| 30 | COP | Conocophillips | Stock-Energy | 0.94% | -0.25% | +13.73% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | +0.04% | +2.87% | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.93% | — | +39.81% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.93% | +0.04% | -26.36% | |
| 34 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.91% | -0.10% | +4.08% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.90% | -0.02% | +5.71% | |
| 36 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.89% | -0.03% | -13.61% | |
| 37 | SHEL | Shell Plc-adr | Stock-Energy | 0.87% | -0.25% | +21.29% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.87% | -0.08% | +2.48% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.86% | — | -0.52% | |
| 40 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.83% | -0.45% | EXIT | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.82% | -0.26% | +6.01% | |
| 42 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.81% | — | +72.36% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.81% | -0.12% | -7.98% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.80% | -0.03% | +8.97% | |
| 45 | USB | US Bancorp | Stock-Financials | 0.76% | -0.21% | +0.20% | |
| 46 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.75% | — | +17.81% | |
| 47 | XLSR | Ss US Sector Rotation | ETF-Other | 0.69% | -0.40% | +9.09% | |
| 48 | MCHP | Microchip Technology Inc | Stock-Tech | 0.69% | -0.01% | +38.92% | |
| 49 | FIIG | Ft Intermed Dur Ig CORP ETF | ETF-Other | 0.65% | -0.04% | -2.47% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | -0.01% | -0.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FIXD | First Trust Smith Opportunis | +0.9% | +52.66% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +21.97% | Add |
| 3 | AVGO | Broadcom Inc | +0.6% | +85.19% | Add |
| 4 | AAPL | Apple Inc | +0.5% | +37.42% | Add |
| 5 | NFLX | Netflix Inc | +0.5% | NEW | New buy |
| 6 | ANGL | Vaneck Fallen Angel High Yld | +0.5% | NEW | New buy |
| 7 | ICE | Intercontinental Exchange In | +0.4% | NEW | New buy |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +9.50% | Add |
| 9 | AJG | Arthur J Gallagher & Co | +0.4% | +65.05% | Add |
| 10 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +0.3% | +40.78% | Add |
| 11 | PYPL | Paypal Holdings Inc | +0.3% | NEW | New buy |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | +0.3% | NEW | New buy |
| 13 | PG | Procter & Gamble Co/the | +0.3% | +42.66% | Add |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | +0.3% | NEW | New buy |
| 15 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +26.22% | Add |
| 16 | CLOI | Vaneck Clo ETF | +0.3% | NEW | New buy |
| 17 | IWS | Ishares Russell Mid-cap Valu | +0.3% | NEW | New buy |
| 18 | CGGR | Cap Group Growth Equity | +0.2% | NEW | New buy |
| 19 | IWB | Ishares Russell 1000 ETF | +0.2% | NEW | New buy |
| 20 | IEF | Ishares 7-10 Year Treasury B | +0.2% | NEW | New buy |
| 21 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.2% | +30.16% | Add |
| 22 | AZNN | Astrazeneca Plc-spons Adr | +0.2% | +72.36% | Add |
| 23 | MGOV | Ft Intermed Govt Oppt ETF | +0.2% | NEW | New buy |
| 24 | AMZN | Amazon.com Inc | +0.2% | +8.29% | Add |
| 25 | UCON | First Trust Smith Unconstrai | +0.2% | NEW | New buy |
| 26 | JNK | Ss Spdr Bb High Yield Bond | +0.2% | +86.06% | Add |
| 27 | MBSF | Regan Floating Rate Mbs ETF | +0.2% | +58.04% | Add |
| 28 | WFC | Wells Fargo & Co | +0.2% | -0.47% | Trim |
| 29 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +421.06% | Add |
| 30 | HODL | Vaneck Bitcoin ETF | +0.2% | NEW | New buy |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | +0.2% | NEW | New buy |
| 32 | USFR | Wisdomtree Floating Rate Tre | +0.2% | NEW | New buy |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | NEW | New buy |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +10.66% | Add |
| 35 | FDN | First Trust Dj Internet Ind | +0.1% | +1.75% | Add |
| 36 | HON | Honeywell International Inc | +0.1% | +7.64% | Add |
| 37 | JPM | Jpmorgan Chase & Co | +0.1% | +0.97% | Add |
| 38 | CGDV | Cap Group Dividend Value | -0.2% | EXIT | Sold out |
| 39 | HYEM | Vaneck Emrg Mkts Hi Yld | -0.2% | EXIT | Sold out |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | -0.2% | EXIT | Sold out |
| 41 | FSIG | Ft LTD Duration Inv Grade | -0.2% | -13.61% | Trim |
| 42 | XLK | Ss Technology Select Sector | -0.3% | EXIT | Sold out |
| 43 | IWF | Ishares Russell 1000 Growth | -0.3% | EXIT | Sold out |
| 44 | JNJ | Johnson & Johnson | -0.3% | -43.00% | Trim |
| 45 | CSCO | Cisco Systems Inc | -0.5% | -79.61% | Trim |
| 46 | ADBE | Adobe Inc | -0.5% | EXIT | Sold out |
| 47 | UPS | United Parcel Service-cl B | -0.6% | -7.21% | Trim |
| 48 | TMUS | T-mobile US Inc | -0.6% | EXIT | Sold out |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -1.4% | -21.91% | Trim |
| 50 | BILS | Ss Spdrb B 3-12m T-bill ETF | -3.1% | -65.28% | 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 162 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SPY, BIL) accounted for 12.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
NFLX
市值: $1.0M
Top Position Liquidated / Trimmed
TMUS
前期市值: $1.3M
During Q4 2024, Iams Wealth Management, LLC's top holdings by market value included QQQ (5.9%)、SPY (4.5%)、BIL (3.6%). The largest single position, QQQ, represented 5.9% of total portfolio value.
In Q4 2024, Iams Wealth Management, LLC made 50 total portfolio adjustments, initiating 17 new buys, adding to 19 positions, trimming 7 holdings, and fully liquidating 7 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.