Iams Wealth Management, LLC Portfolio Holdings by Sector
Iams Wealth Management, LLC
- $218 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|
ETFs | ETFs
QQQ SPY BIL BUFR TDIV FVD BILS BUFD 77 stocks |
$105 Million
51.65% of portfolio
|
44
|
30
|
9
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
GILD AMGN AZN JNJ LLY 5 stocks |
$8.55 Million
4.2% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MCHP ADI 4 stocks |
$7.53 Million
3.7% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$6.73 Million
3.31% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$4.64 Million
2.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$4.51 Million
2.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
SHEL CVX 2 stocks |
$4.1 Million
2.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA TMUS 2 stocks |
$3.76 Million
1.85% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LHX RTX BWXT 3 stocks |
$3.66 Million
1.8% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.58 Million
1.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$3.35 Million
1.65% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
DD EMN 2 stocks |
$3.28 Million
1.61% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
$3.09 Million
1.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Banks—Regional | Financial Services
USB PNC 2 stocks |
$3.07 Million
1.51% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$2.84 Million
1.4% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK 2 stocks |
$2.8 Million
1.38% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$2.57 Million
1.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP HES 2 stocks |
$2.54 Million
1.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.49 Million
1.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$2.47 Million
1.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$2.46 Million
1.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$2.03 Million
1.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$2.03 Million
1.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
MAIN PTY BGT BHK EVV PHK 6 stocks |
$1.63 Million
0.8% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1.46 Million
0.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX DLR 2 stocks |
$1.44 Million
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$1.36 Million
0.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
DEO STZ 2 stocks |
$1.07 Million
0.53% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET KMI 2 stocks |
$960,428
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$926,239
0.46% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI 1 stocks |
$877,709
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$845,335
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$823,554
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$740,819
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
EVRG 1 stocks |
$691,791
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$621,716
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$620,291
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$590,760
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$552,000
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Software—Application | Technology
CRM 1 stocks |
$492,709
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$396,576
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$209,170
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|