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CIK: 0001998182
Total reported value
$332.2M
$332.2M
168 檔
13.2%
In Q2 2025, Iams Wealth Management, LLC's U.S. equity holdings reached a combined market value of $332.2M, distributed across 168 disclosed stock positions.
Iams Wealth Management, LLC executed strategic sector rebalancing during Q2 2025, establishing 15 new positions while fully exiting 10 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.46% | +0.39% | -2.36% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.03% | -0.74% | +2.60% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.45% | -0.25% | +22.39% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.19% | -0.83% | -2.06% | |
| 5 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.93% | -0.45% | +1.90% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.83% | +0.03% | -27.16% | |
| 7 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.81% | -0.04% | +0.69% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.76% | -0.17% | +10.43% | |
| 9 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 1.67% | +0.03% | -15.59% | |
| 10 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.44% | +0.25% | +15.30% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.44% | — | -6.77% | |
| 12 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.41% | -0.27% | +0.98% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.34% | +0.01% | -15.33% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-Other | 1.33% | +0.33% | +79.29% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.30% | +0.01% | -14.53% | |
| 16 | FTA | First Trust L C Val Alp | ETF-Other | 1.28% | -0.05% | +5.15% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.26% | — | -4.62% | |
| 18 | FVD | First Trust Value Line Dvd | ETF-Other | 1.23% | -0.08% | -22.57% | |
| 19 | AFLG | First Trust Active Factor La | ETF-Other | 1.22% | -0.08% | -10.87% | |
| 20 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.19% | -0.08% | -3.14% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.16% | — | -0.76% | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 1.16% | -0.04% | -7.43% | |
| 23 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.15% | -0.10% | -13.15% | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 1.14% | -0.84% | EXIT | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.07% | +0.04% | +105.68% | |
| 26 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 1.04% | +0.19% | -12.77% | |
| 27 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.00% | -0.23% | -4.31% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.05% | -27.01% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | +0.04% | -7.08% | |
| 30 | SHEL | Shell Plc-adr | Stock-Energy | 0.94% | -0.25% | +1.13% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.91% | -0.02% | -12.36% | |
| 32 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.90% | -0.26% | -0.41% | |
| 33 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.90% | -0.45% | EXIT | |
| 34 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.88% | +0.14% | -42.14% | |
| 35 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.86% | +0.79% | -7.22% | |
| 36 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.85% | — | -6.29% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.07% | +3.43% | |
| 38 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.83% | -0.03% | -26.24% | |
| 39 | USB | US Bancorp | Stock-Financials | 0.82% | -0.21% | -4.13% | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.81% | — | -8.97% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.80% | — | — | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.79% | -0.08% | -8.92% | |
| 43 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.78% | — | +31.35% | |
| 44 | XLSR | Ss US Sector Rotation | ETF-Other | 0.76% | -0.40% | +3.42% | |
| 45 | COP | Conocophillips | Stock-Energy | 0.73% | -0.25% | -15.37% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.71% | -0.01% | -5.55% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.70% | +0.02% | -41.25% | |
| 48 | FTCS | First Trust Capital Strength | ETF-Other | 0.69% | -0.04% | -9.57% | |
| 49 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.68% | -0.03% | -9.69% | |
| 50 | FISR | Ss Fi Sector Rotation | ETF-Other | 0.68% | -0.35% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.3% | +22.39% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.9% | -2.36% | Trim |
| 3 | NFLX | Netflix Inc | +0.8% | NEW | New buy |
| 4 | NVDA | Nvidia CORP | +0.7% | +10.43% | Add |
| 5 | TSLA | Tesla Inc | +0.7% | +105.68% | Add |
| 6 | RDVY | First Trust Rising Dividend | +0.6% | +79.29% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +2.60% | Add |
| 8 | RSMV | Rltive Strngt Mng Vol St ETF | +0.6% | NEW | New buy |
| 9 | VOO | Vanguard S&p 500 ETF | +0.4% | NEW | New buy |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | +0.4% | NEW | New buy |
| 11 | VGSH | Vanguard Short-term Treasury | +0.4% | NEW | New buy |
| 12 | HYLB | Xtrackers Usd High Yield Cor | +0.4% | NEW | New buy |
| 13 | AVGO | Broadcom Inc | +0.4% | -15.33% | Trim |
| 14 | VOOG | Vanguard S&p 500 Growth ETF | +0.4% | NEW | New buy |
| 15 | VOOV | Vanguard S&p 500 Value ETF | +0.3% | NEW | New buy |
| 16 | WMT | Walmart Inc | +0.3% | NEW | New buy |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | +0.3% | NEW | New buy |
| 18 | BKLN | Invesco Senior Loan ETF | +0.3% | NEW | New buy |
| 19 | VGIT | Vanguard Intermediate-term T | +0.3% | NEW | New buy |
| 20 | MGV | Vanguard Mega Cap Value ETF | +0.3% | NEW | New buy |
| 21 | FTGS | First Trust Grwth Strgth ETF | +0.3% | +0.69% | Add |
| 22 | IWB | Ishares Russell 1000 ETF | +0.2% | NEW | New buy |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | New buy |
| 24 | GOOGL | Alphabet Inc-cl A | -0.2% | -50.44% | Trim |
| 25 | ICE | Intercontinental Exchange In | -0.3% | EXIT | Sold out |
| 26 | MGOV | Ft Intermed Govt Oppt ETF | -0.3% | EXIT | Sold out |
| 27 | IWX | Ishares Russell Top 200 Valu | -0.3% | EXIT | Sold out |
| 28 | LGOV | First Tr Long Duration O-etf | -0.3% | -36.71% | Trim |
| 29 | COP | Conocophillips | -0.3% | -15.37% | Trim |
| 30 | IVE | Ishares S&p 500 Value ETF | -0.3% | -37.85% | Trim |
| 31 | IVW | Ishares S&p 500 Growth ETF | -0.3% | -41.25% | Trim |
| 32 | LMBS | First Trust Low Duration Opp | -0.3% | -26.24% | Trim |
| 33 | MBSF | Regan Floating Rate Mbs ETF | -0.3% | -49.84% | Trim |
| 34 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | EXIT | Sold out |
| 35 | SMH | Vaneck Semiconductor ETF | -0.3% | EXIT | Sold out |
| 36 | AAPL | Apple Inc | -0.3% | -14.53% | Trim |
| 37 | ET | Energy Transfer LP | -0.3% | EXIT | Sold out |
| 38 | FVD | First Trust Value Line Dvd | -0.4% | -22.57% | Trim |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.4% | -56.54% | Trim |
| 40 | IVV | Ishares Core S&p 500 ETF | -0.4% | EXIT | Sold out |
| 41 | CVX | Chevron CORP | -0.4% | -31.56% | Trim |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | -0.4% | EXIT | Sold out |
| 43 | FALN | Ishares Fallen Angels ETF | -0.4% | EXIT | Sold out |
| 44 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.5% | -44.85% | Trim |
| 45 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | -0.5% | -42.14% | Trim |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.5% | -27.16% | Trim |
| 47 | CSCO | Cisco Systems Inc | -0.5% | -80.10% | Trim |
| 48 | AMGN | Amgen Inc | -0.8% | -61.54% | Trim |
| 49 | TMUS | T-mobile US Inc | -0.8% | EXIT | Sold out |
| 50 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | -0.8% | -61.62% | 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 168 disclosed positions in Q2 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, MSFT) accounted for 13.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
NFLX
市值: $1.8M
Top Position Liquidated / Trimmed
TMUS
前期市值: $1.7M
During Q2 2025, Iams Wealth Management, LLC's top holdings by market value included QQQ (6.5%)、SPY (5.0%)、MSFT (3.5%). The largest single position, QQQ, represented 6.5% of total portfolio value.
In Q2 2025, Iams Wealth Management, LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 6 positions, trimming 19 holdings, and fully liquidating 10 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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