Iams Wealth Management, LLC Portfolio Holdings

Iams Wealth Management, LLC

  • $218 Billion
  • Q1 2025

Iams Wealth Management, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $218 Billion distributed in 157 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 $12.2B, Spdr S&P 500 ETF Trust with a value of $9.66B, Spdr Bloomberg 1 3 Month T Bil with a value of $7.1B, First Tr Ex Td Viii Ft Cboe Ve with a value of $5.1B, and Microsoft Corp with a value of $4.64B.

Examining the 13F form we can see an decrease of $382M in the current position value, from $219B to 218B.

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 $218 Billion
ETFs: $105 Billion
Technology: $19.7 Billion
Financial Services: $15.8 Billion
Healthcare: $14.8 Billion
Industrials: $11.8 Billion
Consumer Cyclical: $9.17 Billion
Energy: $7.6 Billion
Communication Services: $7.51 Billion
Other: $12 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.2 Billion 5.61% of portfolio
26,108
Q1 2025 Added 3.67%
$0
$9.66 Billion 4.42% of portfolio
17,271
Q1 2025 Added 3.37%
$0
$7.1 Billion 3.25% of portfolio
77,361
Q1 2025 Reduced 10.92%
$0
$5.1 Billion 2.34% of portfolio
171,876
Q1 2025 Added 10.92%
$2.68T
$4.64 Billion 2.12% of portfolio
12,357
Q1 2025 Added 11.65%
$70.2B
$4.51 Billion 2.06% of portfolio
40,960
Q1 2025 Added 6.26%
$3.1T
$3.58 Billion 1.64% of portfolio
16,105
Q1 2025 Reduced 1.82%
$0
$3.52 Billion 1.61% of portfolio
47,773
Q1 2025 Added 15.87%
$0
$3.46 Billion 1.58% of portfolio
77,500
Q1 2025 Reduced 25.02%
-
$3.4 Billion 1.56% of portfolio
-
Q1 2025 Added 9.33%
$393B
$3.09 Billion 1.41% of portfolio
18,110
Q1 2025 Added 3.53%
$0
$3.04 Billion 1.39% of portfolio
30,539
Q1 2025 Reduced 7.2%
$0
$3.01 Billion 1.38% of portfolio
120,467
Q1 2025 Added 25.43%
$0
$2.98 Billion 1.37% of portfolio
99,885
Q1 2025 Added 15.78%
$672B
$2.84 Billion 1.3% of portfolio
11,579
Q1 2025 Reduced 2.3%
-
$2.77 Billion 1.27% of portfolio
-
Q1 2025 New
First Tr Exchange Traded Fd
-
$2.72 Billion 1.24% of portfolio
-
Q1 2025 New
$146B
$2.63 Billion 1.21% of portfolio
8,450
Q1 2025 Added 162.26%
$0
$2.58 Billion 1.18% of portfolio
33,654
Q1 2025 Reduced 26.71%
$132B
$2.57 Billion 1.17% of portfolio
36,940
Q1 2025 Added 55.39%
$1.7T
$2.49 Billion 1.14% of portfolio
13,104
Q1 2025 Added 8.24%
$0
$2.46 Billion 1.13% of portfolio
49,975
Q1 2025 Reduced 12.24%
$131B
$2.46 Billion 1.13% of portfolio
11,627
Q1 2025 Added 6.91%
$67.2B
$2.47 Billion 1.13% of portfolio
7,142
Q1 2025 Reduced 10.3%
$243B
$2.44 Billion 1.12% of portfolio
34,011
Q1 2025 Reduced 2.77%
$41B
$2.4 Billion 1.1% of portfolio
11,488
Q1 2025 Added 21.32%
$241B
$2.39 Billion 1.09% of portfolio
22,016
Q1 2025 Added 25.71%
$30.1B
$2.24 Billion 1.03% of portfolio
30,027
Q1 2025 Added 25.54%
$355B
$2.25 Billion 1.03% of portfolio
6,129
Q1 2025 Added 16.23%
$227B
$2.2 Billion 1.01% of portfolio
16,590
Q1 2025 Reduced 4.93%
$111B
$2.21 Billion 1.01% of portfolio
21,023
Q1 2025 Added 1.55%
$0
$2.19 Billion 1.0% of portfolio
23,625
Q1 2025 Reduced 14.01%
$0
$2.18 Billion 1.0% of portfolio
43,246
Q1 2025 Added 2.06%
$0
$2.11 Billion 0.97% of portfolio
12,151
Q1 2025 Added 99.49%
$232B
$2.12 Billion 0.97% of portfolio
28,878
Q1 2025 Reduced 5.46%
$67.3B
$2.09 Billion 0.96% of portfolio
12,479
Q1 2025 Added 33.22%
$207B
$2.08 Billion 0.95% of portfolio
28,263
Q1 2025 Added 4.37%
$148B
$2.05 Billion 0.94% of portfolio
55,465
Q1 2025 Added 16.73%
$227B
$2.03 Billion 0.93% of portfolio
6,499
Q1 2025 Reduced 0.49%
$176B
$2.03 Billion 0.93% of portfolio
6,508
Q1 2025 Added 21.55%
$0
$2.02 Billion 0.93% of portfolio
46,180
Q1 2025 Reduced 73.58%
$262B
$1.98 Billion 0.91% of portfolio
11,862
Q1 2025 Reduced 3.03%
$0
$1.84 Billion 0.84% of portfolio
9,638
Q1 2025 Added 4.65%
$21.8B
$1.76 Billion 0.81% of portfolio
36,423
Q1 2025 Added 39.05%
$315B
$1.71 Billion 0.79% of portfolio
6,428
Q1 2025 New
$56.2B
$1.73 Billion 0.79% of portfolio
41,041
Q1 2025 Added 18.73%
$0
$1.68 Billion 0.77% of portfolio
78,288
Q1 2025 Reduced 0.16%
$0
$1.65 Billion 0.76% of portfolio
18,395
Q1 2025 Reduced 52.23%
$0
$1.51 Billion 0.69% of portfolio
25,815
Q1 2025 Added 568.44%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $218 Billion
  • Prior Value $219 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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