Iams Wealth Management, LLC Portfolio Holdings

Iams Wealth Management, LLC

  • $219 Billion
  • Q4 2024

Iams Wealth Management, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $219 Billion distributed in 163 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 $12.9B, Spdr S&P 500 ETF Trust with a value of $9.79B, Spdr Bloomberg 1 3 Month T Bil with a value of $7.94B, First Tr ETF Viii Tcw Opportun with a value of $7.51B, and United Parcel Service Inc with a value of $4.86B.

Examining the 13F form we can see an increase of $15B in the current position value, from $204B to 219B.

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 $219 Billion
ETFs: $117 Billion
Technology: $18.8 Billion
Financial Services: $16.2 Billion
Healthcare: $11.8 Billion
Industrials: $11.4 Billion
Consumer Cyclical: $9.93 Billion
Energy: $7.01 Billion
Communication Services: $6.39 Billion
Other: $11 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.6B
$516 Million 0.24% of portfolio
8,800
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $219 Billion
  • Prior Value $204 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 33 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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