Iams Wealth Management, LLC Purchases in Q3 2024

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FVD
First Tr Value Line Divid Inde

ETFs
30.6K
+ 43.14%
$40.45 - $45.49 $1.24M - $1.39M
101K $4.61B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
50.9K
+ 57.05%
$28.1 - $29.89 $1.43M - $1.52M
140K $4.19B
FTGS
First Tr Exchange Traded Fd Gr
47.4K
+ 91.36%
N/A
99.2K $3.1B
TMUS
T Mobile Us, Inc.

Communication Services
6.17K
New
$175.14 - $206.36 $1.08M - $1.27M
6.17K $1.27B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
21.9K
+ 23.6%
$42.87 - $45.76 $937K - $1M
114K $5.18B
CSCO
Cisco Systems, Inc.

Technology
21.8K
New
$44.74 - $53.22 $976K - $1.16M
21.8K $1.16B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.19K
+ 9.52%
$517.38 - $573.86 $616K - $683K
13.7K $7.86B
ADBE
Adobe Inc.

Technology
1.93K
New
$508.13 - $586.55 $979K - $1.13M
1.93K $998M
TSLA
Tesla, Inc.

Consumer Cyclical
2.79K
+ 68.85%
$191.76 - $263.26 $535K - $734K
6.84K $1.79B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
28K
+ 84.35%
$28.09 - $30.4 $788K - $852K
61.3K $1.86B
FBT
First Trust Nyse Arca Biotechn

ETFs
4.65K
New
$152.39 - $172.91 $708K - $803K
4.65K $799M
QQQ
Invesco Qqq Trust, Series 1

ETFs
993
+ 4.51%
$434.77 - $502.96 $432K - $499K
23K $11.2B
First Tr Exchange Traded Fd
27.8K
+ 63.41%
N/A
71.6K $1.53B
AAPL
Apple Inc.

Technology
1.65K
+ 16.02%
$207.23 - $234.82 $342K - $387K
11.9K $2.78B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.63K
New
$332.02 - $382.76 $540K - $623K
1.63K $611M
XLC
Select Sector Spdr Tr Communic

ETFs
6.22K
New
$82.16 - $90.4 $511K - $562K
6.22K $562M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
11K
+ 59.48%
$36.02 - $41.68 $397K - $459K
29.5K $1.22B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.1K
New
$77.02 - $85.06 $470K - $519K
6.1K $516M
GILD
Gilead Sciences, Inc.

Healthcare
809
+ 2.76%
$66.59 - $83.99 $53.9K - $67.9K
30.2K $2.53B
FTCS
First Trust Capital Strength E

ETFs
3.15K
+ 9.35%
$83.58 - $90.94 $263K - $287K
36.9K $3.35B
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
18.3K
+ 88.44%
$25.19 - $26.77 $460K - $489K
39K $1.04B
TDIV
First Trust Nasdaq Technology

ETFs
4.29K
+ 12.27%
$70.51 - $81.07 $302K - $348K
39.3K $3.15B
FTA
First Tr Large Cap Value

ETFs
3.26K
+ 7.96%
$72.76 - $79.13 $237K - $258K
44.3K $3.5B
LGOV
First Tr ETF Iv Long Duration

ETFs
17.6K
+ 35.85%
$20.77 - $22.83 $365K - $401K
66.6K $1.49B
Valued Advisers Tr
16.8K
+ 149.11%
N/A
28K $718M
QTEC
First Trust Nasdaq 100 Technol

ETFs
2.32K
+ 69.3%
$169.92 - $205.38 $394K - $476K
5.66K $1.08B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
15.6K
New
$24.86 - $26.33 $387K - $410K
15.6K $407M
BWXT
Bwx Technologies, Inc.

Industrials
3.67K
New
$92.38 - $108.7 $339K - $399K
3.67K $399M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
7.36K
+ 39.75%
$46.89 - $52.24 $345K - $384K
25.9K $1.34B
IVW
Ishares S&P 500 Growth ETF

ETFs
3.33K
+ 18.04%
$84.77 - $97.13 $282K - $323K
21.8K $2.08B
AVGO
Broadcom Inc.

Technology
4.75K
+ 1526.37%
$136.27 - $1745.86 $647K - $8.29M
5.06K $873M
MCD
Mcdonalds Corp

Consumer Cyclical
80
+ 1.27%
$245.82 - $304.51 $19.7K - $24.4K
6.37K $1.94B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
590
+ 56.14%
$405.19 - $478.57 $239K - $282K
1.64K $755M
HD
Home Depot, Inc.

Consumer Cyclical
31
+ 0.61%
$333.64 - $405.2 $10.3K - $12.6K
5.13K $2.08B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.76K
New
$162.83 - $179.16 $287K - $316K
1.76K $316M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.69K
New
$61.47 - $67.36 $288K - $316K
4.69K $315M
MSFT
Microsoft Corp

Technology
1.08K
+ 11.55%
$395.15 - $467.56 $426K - $504K
10.4K $4.47B
AMZN
Amazon Com Inc

Consumer Cyclical
1.97K
+ 21.43%
$161.02 - $200.0 $318K - $395K
11.2K $2.08B
META
Meta Platforms, Inc.

Communication Services
338
+ 21.81%
$453.41 - $572.44 $153K - $193K
1.89K $1.08B
GLD
Spdr Gold Trust

ETFs
1.19K
New
$215.56 - $246.98 $256K - $293K
1.19K $289M
PG
Procter & Gamble CO

Consumer Defensive
1.09K
+ 9.8%
$160.76 - $177.82 $176K - $195K
12.3K $2.12B
FDN
First Tr Fd Dow Jones

ETFs
1.02K
+ 10.58%
$183.68 - $212.48 $187K - $216K
10.6K $2.25B
DIS
Walt Disney CO

Communication Services
2.87K
New
$85.6 - $98.61 $245K - $283K
2.87K $276M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.02K
+ 8.39%
$47.95 - $49.61 $193K - $199K
51.9K $2.57B
UNH
Unitedhealth Group Inc

Healthcare
189
+ 9.65%
$488.01 - $604.18 $92.2K - $114K
2.15K $1.26B
FMF
First Trust Managed Futures St

ETFs
5.8K
+ 36.22%
$47.09 - $49.74 $273K - $289K
21.8K $1.04B
USB
Us Bancorp \De\

Financial Services
1.22K
+ 3.67%
$39.04 - $47.23 $47.6K - $57.6K
34.5K $1.58B
STZ
Constellation Brands, Inc.

Consumer Defensive
983
New
$236.42 - $259.82 $232K - $255K
983 $253M
TSN
Tyson Foods, Inc.

Consumer Defensive
4.24K
New
$55.91 - $65.87 $237K - $279K
4.24K $253M
Activity Summary
Buys All Purchases 104 New Holdings 21 Increased Positions 83 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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