Iams Wealth Management, LLC Portfolio Holdings by Sector
Iams Wealth Management, LLC
- $219 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQ SPY BIL FIXD BUFR FVD FTA FTCS 84 stocks |
$117 Million
55.89% of portfolio
|
66
|
15
|
24
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MCHP ADI 4 stocks |
$7.24 Million
3.45% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$6.72 Million
3.2% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
GILD AZN AMGN JNJ LLY 5 stocks |
$6.1 Million
2.91% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$4.86 Million
2.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$4.67 Million
2.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.11 Million
1.96% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SHEL CVX 2 stocks |
$3.69 Million
1.76% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$3.16 Million
1.51% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LHX RTX BWXT 3 stocks |
$3.1 Million
1.48% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB PNC 2 stocks |
$2.94 Million
1.4% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
$2.93 Million
1.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Specialty Chemicals | Basic Materials
DD EMN 2 stocks |
$2.72 Million
1.3% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.66 Million
1.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$2.58 Million
1.23% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK 2 stocks |
$2.5 Million
1.19% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$2.46 Million
1.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP HES 2 stocks |
$2.33 Million
1.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$2.26 Million
1.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$2.04 Million
0.98% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$2.03 Million
0.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$1.89 Million
0.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$1.88 Million
0.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$1.78 Million
0.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
MAIN PTY BGT BHK EVV PHK 6 stocks |
$1.64 Million
0.78% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX DLR 2 stocks |
$1.49 Million
0.71% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1.44 Million
0.69% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$1.17 Million
0.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL V 2 stocks |
$1.16 Million
0.55% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1.11 Million
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET KMI 2 stocks |
$994,293
0.47% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
DEO STZ 2 stocks |
$960,085
0.46% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE ICE 2 stocks |
$953,664
0.45% of portfolio
|
2
|
- |
2
|
- |
0
Calls
1
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$788,816
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI 1 stocks |
$769,944
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
EVRG 1 stocks |
$651,909
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$613,830
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$573,399
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$477,223
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$461,318
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$291,152
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$263,498
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|