Iams Wealth Management, LLC Portfolio Holdings

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.