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CIK: 0001998182
Total reported value
$341.9M
$341.9M
157 檔
11.3%
During the Q1 2025 filing period, Iams Wealth Management, LLC (CIK: 0001998182) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $341.9M across 157 reported positions.
In Q1 2025, Iams Wealth Management, LLC displayed an active expansion posture, initiating 14 new positions and adding to 83 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 | 5.61% | -0.40% | +3.67% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.42% | -0.01% | +3.37% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.25% | -0.23% | -10.92% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.34% | -0.37% | +10.92% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.12% | +0.63% | +11.65% | |
| 6 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.06% | -0.15% | +6.26% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.64% | +1.00% | -1.82% | |
| 8 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.61% | -0.33% | +15.87% | |
| 9 | FVD | First Trust Value Line Dvd | ETF-Other | 1.58% | -0.28% | -25.02% | |
| 10 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.56% | -0.08% | +9.33% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.41% | +0.13% | +3.53% | |
| 12 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.39% | -0.05% | -7.20% | |
| 13 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 1.38% | -0.20% | +25.43% | |
| 14 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.37% | -0.05% | +15.78% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | -0.14% | -2.30% | |
| 16 | AFLG | First Trust Active Factor La | ETF-Other | 1.27% | -0.17% | — | |
| 17 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.24% | -1.29% | — | |
| 18 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.24% | -0.01% | -13.05% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 1.21% | -0.01% | +162.26% | |
| 20 | FTA | First Trust L C Val Alp | ETF-Other | 1.18% | -0.08% | -26.71% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.17% | — | +55.39% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | -0.10% | +8.24% | |
| 23 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.13% | -0.13% | -10.30% | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 1.13% | — | +6.91% | |
| 25 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.13% | -0.06% | -12.24% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 1.12% | -0.16% | -2.77% | |
| 27 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.10% | -0.04% | +21.32% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +0.35% | +25.71% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 1.03% | -0.14% | +16.23% | |
| 30 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.03% | — | +25.54% | |
| 31 | COP | Conocophillips | Stock-Energy | 1.01% | -0.16% | +1.55% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 1.01% | -0.10% | -4.93% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.00% | +0.01% | -14.01% | |
| 34 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.00% | -0.02% | +2.06% | |
| 35 | SHEL | Shell Plc-adr | Stock-Energy | 0.97% | — | -5.46% | |
| 36 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.97% | -0.41% | +99.49% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | +0.05% | +33.22% | |
| 38 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.95% | — | +4.37% | |
| 39 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.94% | -0.06% | +16.73% | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.93% | — | +21.55% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.93% | -0.08% | -0.49% | |
| 42 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.93% | -1.28% | -73.58% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.91% | +0.10% | -3.03% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.84% | -0.01% | +4.65% | |
| 45 | MCHP | Microchip Technology Inc | Stock-Tech | 0.81% | +0.02% | +39.05% | |
| 46 | USB | US Bancorp | Stock-Financials | 0.79% | +0.13% | +18.73% | |
| 47 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.79% | — | — | |
| 48 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.77% | -0.64% | -0.16% | |
| 49 | FTCS | First Trust Capital Strength | ETF-Other | 0.76% | +0.13% | -52.23% | |
| 50 | RDVY | First Trust Rising Dividend | ETF-Other | 0.69% | +0.08% | +568.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AFLG | First Trust Active Factor La | +1.3% | NEW | New buy |
| 2 | FTCB | Ft Core Investment Grade ETF | +1.2% | NEW | New buy |
| 3 | AMGN | Amgen Inc | +0.8% | +162.26% | Add |
| 4 | TMUS | T-mobile US Inc | +0.8% | NEW | New buy |
| 5 | RDVY | First Trust Rising Dividend | +0.6% | +568.44% | Add |
| 6 | CSCO | Cisco Systems Inc | +0.6% | +431.33% | Add |
| 7 | FTXO | First Trust Nasdaq Bank ETF | +0.5% | NEW | New buy |
| 8 | QTEC | First Trust Nasdq 100 Tech I | +0.5% | +99.49% | Add |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | +62.31% | Add |
| 10 | IWX | Ishares Russell Top 200 Valu | +0.3% | NEW | New buy |
| 11 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.3% | +25.43% | Add |
| 12 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +55.39% | Add |
| 13 | 6D8 | Dupont De Nemours Inc | +0.2% | +25.54% | Add |
| 14 | EMHY | Ishares J.p. Morgan Em High | +0.2% | NEW | New buy |
| 15 | LHX | L3harris Technologies Inc | +0.2% | +21.32% | Add |
| 16 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +126.64% | Add |
| 17 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | +10.92% | Add |
| 18 | AGG | Ishares Core U.s. Aggregate | +0.2% | NEW | New buy |
| 19 | META | Meta Platforms Inc-class A | +0.2% | +37.95% | Add |
| 20 | SPLB | Ss Spdr P Long Term C ETF | +0.2% | NEW | New buy |
| 21 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +4.37% | Add |
| 22 | SPEU | State Street Spdr Portfolio | +0.1% | NEW | New buy |
| 23 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.1% | +15.87% | Add |
| 24 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +0.1% | +15.78% | Add |
| 25 | CMCSA | Comcast Corp-class A | +0.1% | +16.73% | Add |
| 26 | MCHP | Microchip Technology Inc | +0.1% | +39.05% | Add |
| 27 | ANGL | Vaneck Fallen Angel High Yld | +0.1% | +23.93% | Add |
| 28 | ABT | Abbott Laboratories | +0.1% | -4.93% | Trim |
| 29 | EMHC | Ss Spdr Bb Em Usd Bond ETF | +0.1% | NEW | New buy |
| 30 | FMB | First Trust Managed Municipa | +0.1% | NEW | New buy |
| 31 | CVX | Chevron CORP | +0.1% | -3.03% | Trim |
| 32 | FTSL | First Trust Senior Loan ETF | +0.1% | NEW | New buy |
| 33 | MO | Altria Group Inc | +0.1% | NEW | New buy |
| 34 | AJG | Arthur J Gallagher & Co | +0.1% | -10.30% | Trim |
| 35 | SHEL | Shell Plc-adr | +0.1% | -5.46% | Trim |
| 36 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | NEW | New buy |
| 37 | PEP | Pepsico Inc | +0.1% | +18.40% | Add |
| 38 | HD | Home Depot Inc | +0.1% | +16.23% | Add |
| 39 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | +0.1% | +56.28% | Add |
| 40 | V | Visa Inc-class A Shares | +0.1% | +26.35% | Add |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +9.96% | Add |
| 42 | MBSF | Regan Floating Rate Mbs ETF | +0.1% | +13.30% | Add |
| 43 | CTAS | Cintas CORP | +0.1% | +19.52% | Add |
| 44 | JNJ | Johnson & Johnson | +0.1% | +7.72% | Add |
| 45 | COP | Conocophillips | +0.1% | +1.55% | Add |
| 46 | PG | Procter & Gamble Co/the | +0.1% | +3.53% | Add |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +20.39% | Add |
| 48 | ACN | Accenture plc | +0.1% | +21.55% | Add |
| 49 | GILD | Gilead Sciences Inc | +0.1% | -13.05% | Trim |
| 50 | MCD | Mcdonald's CORP | +0.1% | -0.49% | Trim |
According to official SEC Form 13F filings, Iams Wealth Management, LLC reported a total U.S. public equity portfolio value of $341.9M across 157 disclosed positions in Q1 2025.
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 11.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AFLG
市值: $2.8M
Top Position Liquidated / Trimmed
NFLX
前期市值: $1.0M
During Q1 2025, Iams Wealth Management, LLC's top holdings by market value included QQQ (5.6%)、SPY (4.4%)、BIL (3.3%). The largest single position, QQQ, represented 5.6% of total portfolio value.
In Q1 2025, Iams Wealth Management, LLC made 163 total portfolio adjustments, initiating 14 new buys, adding to 83 positions, trimming 47 holdings, and fully liquidating 19 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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