Iams Wealth Management, LLC Portfolio Holdings

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024

Iams Wealth Management, LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $204 Billion distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $11.2B, Spdr Bloomberg 1 3 Month T Bil with a value of $10.2B, Spdr Bloomberg 3 12 Month T Bi with a value of $9.44B, Spdr S&P 500 ETF Trust with a value of $7.86B, and United Parcel Service Inc with a value of $5.66B.

Examining the 13F form we can see an increase of $21.1B in the current position value, from $183B to 204B.

Iams Wealth Management, LLC is based out at Omaha, NE

Below you can find more details about Iams Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $204 Billion
ETFs: $110 Billion
Technology: $17.5 Billion
Financial Services: $12.8 Billion
Healthcare: $11.9 Billion
Industrials: $11.7 Billion
Consumer Cyclical: $8.95 Billion
Energy: $6.71 Billion
Communication Services: $6.37 Billion
Other: $10.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.2 Billion 5.51% of portfolio
22,999
Q3 2024 Added 4.51%
$0
$10.2 Billion 5.01% of portfolio
111,208
Q3 2024 Reduced 3.97%
$0
$9.44 Billion 4.63% of portfolio
94,771
Q3 2024 Reduced 8.89%
$0
$7.86 Billion 3.86% of portfolio
13,698
Q3 2024 Added 9.52%
$97.8B
$5.66 Billion 2.78% of portfolio
41,540
Q3 2024 Added 2.18%
$0
$5.18 Billion 2.54% of portfolio
114,494
Q3 2024 Added 23.6%
$0
$4.61 Billion 2.27% of portfolio
101,438
Q3 2024 Added 43.14%
$3.03T
$4.47 Billion 2.2% of portfolio
10,399
Q3 2024 Added 11.55%
$0
$4.19 Billion 2.05% of portfolio
140,021
Q3 2024 Added 57.05%
$0
$3.5 Billion 1.72% of portfolio
44,266
Q3 2024 Added 7.96%
$0
$3.35 Billion 1.64% of portfolio
36,874
Q3 2024 Added 9.35%
$0
$3.15 Billion 1.55% of portfolio
39,256
Q3 2024 Added 12.27%
-
$3.1 Billion 1.52% of portfolio
-
Q3 2024 Added 91.36%
$3.62T
$2.78 Billion 1.37% of portfolio
11,937
Q3 2024 Added 16.02%
$0
$2.57 Billion 1.26% of portfolio
51,938
Q3 2024 Added 8.39%
$111B
$2.53 Billion 1.24% of portfolio
30,170
Q3 2024 Added 2.76%
$0
$2.29 Billion 1.12% of portfolio
119,341
Q3 2024 Added 6.73%
$0
$2.25 Billion 1.1% of portfolio
10,625
Q3 2024 Added 10.58%
$47.4B
$2.16 Billion 1.06% of portfolio
9,098
Q3 2024 Added 2.21%
$0
$2.16 Billion 1.06% of portfolio
39,662
Q3 2024 Added 0.48%
$391B
$2.12 Billion 1.04% of portfolio
12,262
Q3 2024 Added 9.8%
$138B
$2.09 Billion 1.03% of portfolio
10,104
Q3 2024 Reduced 0.32%
$0
$2.08 Billion 1.02% of portfolio
21,767
Q3 2024 Added 18.04%
$1.9T
$2.08 Billion 1.02% of portfolio
11,179
Q3 2024 Added 21.43%
$403B
$2.08 Billion 1.02% of portfolio
5,126
Q3 2024 Added 0.61%
$331B
$2.05 Billion 1.01% of portfolio
16,914
Q3 2024 Reduced 20.91%
$41.6B
$2.03 Billion 1.0% of portfolio
22,825
Q3 2024 Reduced 0.7%
$253B
$2.02 Billion 0.99% of portfolio
17,003
Q3 2024 Added 7.21%
$246B
$1.99 Billion 0.97% of portfolio
35,145
Q3 2024 Added 8.77%
$291B
$1.96 Billion 0.96% of portfolio
13,294
Q3 2024 Added 10.45%
$215B
$1.94 Billion 0.95% of portfolio
6,373
Q3 2024 Added 1.27%
$139B
$1.92 Billion 0.94% of portfolio
18,203
Q3 2024 Added 11.62%
$217B
$1.9 Billion 0.93% of portfolio
5,382
Q3 2024 Reduced 0.54%
$192B
$1.87 Billion 0.92% of portfolio
44,822
Q3 2024 Added 1.83%
$199B
$1.88 Billion 0.92% of portfolio
16,508
Q3 2024 Reduced 7.97%
$0
$1.86 Billion 0.91% of portfolio
61,283
Q3 2024 Added 84.35%
$0
$1.85 Billion 0.91% of portfolio
73,790
Q3 2024 Added 4.53%
$789B
$1.79 Billion 0.88% of portfolio
6,840
Q3 2024 Added 68.85%
$0
$1.67 Billion 0.82% of portfolio
8,452
Q3 2024 Added 8.28%
$239B
$1.66 Billion 0.82% of portfolio
25,183
Q3 2024 Added 2.64%
$71.8B
$1.58 Billion 0.77% of portfolio
34,499
Q3 2024 Added 3.67%
First Tr Exchange Traded Fd
-
$1.53 Billion 0.75% of portfolio
-
Q3 2024 Added 63.41%
$40.5B
$1.51 Billion 0.74% of portfolio
18,856
Q3 2024 Added 16.66%
$0
$1.49 Billion 0.73% of portfolio
66,559
Q3 2024 Added 35.85%
$59.1B
$1.36 Billion 0.67% of portfolio
4,824
Q3 2024 Reduced 0.66%
$0
$1.34 Billion 0.66% of portfolio
11,993
Q3 2024 Reduced 17.99%
$76.1B
$1.34 Billion 0.66% of portfolio
7,254
Q3 2024 Reduced 3.46%
$0
$1.34 Billion 0.66% of portfolio
25,863
Q3 2024 Added 39.75%
$418B
$1.31 Billion 0.65% of portfolio
8,110
Q3 2024 Added 0.02%

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $204 Billion
  • Prior Value $183 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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