Iams Wealth Management, LLC Purchases in Q4 2024

Iams Wealth Management, LLC

  • $219 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
60.3K
+ 52.66%
$42.84 - $45.38 $2.58M - $2.74M
175K $7.51B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.01K
+ 21.97%
$567.81 - $607.81 $1.71M - $1.83M
16.7K $9.79B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.19K
+ 9.5%
$481.22 - $538.17 $1.05M - $1.18M
25.2K $12.9B
AAPL
Apple Inc.

Technology
4.47K
+ 37.42%
$221.69 - $259.02 $990K - $1.16M
16.4K $4.11B
AVGO
Broadcom Inc.

Technology
4.31K
+ 85.19%
$159.67 - $250.0 $688K - $1.08M
9.37K $2.17B
NFLX
Netflix Inc

Communication Services
1.16K
New
$687.65 - $936.56 $796K - $1.08M
1.16K $1.03B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
35.6K
New
$28.6 - $29.27 $1.02M - $1.04M
35.6K $1.02B
AJG
Arthur J. Gallagher & Co.

Financial Services
3.14K
+ 65.05%
$278.49 - $315.16 $874K - $989K
7.96K $2.26B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
25K
+ 40.78%
$30.04 - $32.01 $751K - $800K
86.3K $2.71B
PG
Procter & Gamble CO

Consumer Defensive
5.23K
+ 42.66%
$161.05 - $179.7 $842K - $940K
17.5K $2.93B
IVW
Ishares S&P 500 Growth ETF

ETFs
5.71K
+ 26.22%
$94.43 - $105.47 $539K - $602K
27.5K $2.79B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8.57K
New
$81.68 - $82.93 $700K - $711K
8.57K $703M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
22.3K
+ 30.16%
$24.94 - $25.74 $555K - $573K
96K $2.45B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.21K
New
$115.08 - $119.55 $599K - $622K
5.21K $602M
AMZN
Amazon Com Inc

Consumer Cyclical
927
+ 8.29%
$180.88 - $232.93 $168K - $216K
12.1K $2.66B
CLOI
Vaneck ETF Tr

ETFs
10.6K
New
$52.7 - $53.15 $560K - $564K
10.6K $560M
AZN
Astrazeneca PLC

Healthcare
11.4K
+ 72.36%
$63.2 - $79.58 $719K - $905K
27.1K $1.77B
IWS
Ishares Russell Midcap Value E

ETFs
4.15K
New
$128.08 - $140.32 $532K - $583K
4.15K $537M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
14.9K
+ 10.66%
$29.73 - $30.81 $444K - $460K
155K $4.72B
CGGR
Capital Group Growth ETF Shs C

ETFs
13.8K
New
$34.49 - $39.24 $475K - $540K
13.8K $512M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.55K
New
$311.11 - $335.64 $481K - $519K
1.55K $498M
IEF
Ishares Barclays

ETFs
5.29K
New
$92.08 - $98.18 $487K - $519K
5.29K $489M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.2K
New
$148.29 - $166.93 $475K - $534K
3.2K $477M
First Tr Exchange Traded Fd
23.3K
New
N/A
23.3K $461M
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.57K
+ 86.06%
$94.77 - $97.36 $433K - $445K
9.88K $943M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
17.1K
New
$24.55 - $25.16 $421K - $431K
17.1K $422M
Valued Advisers Tr
16.3K
+ 58.04%
N/A
44.3K $1.13B
FDN
First Tr Fd Dow Jones

ETFs
186
+ 1.75%
$210.5 - $257.24 $39.2K - $47.8K
10.8K $2.63B
HON
Honeywell International Inc

Industrials
772
+ 7.64%
$202.84 - $236.0 $157K - $182K
10.9K $2.46B
JPM
Jpmorgan Chase & CO

Financial Services
114
+ 0.97%
$205.18 - $250.29 $23.4K - $28.5K
11.9K $2.84B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
25.7K
+ 421.06%
$26.93 - $84.95 $692K - $2.18M
31.8K $869M
Vaneck Bitcoin ETF
3.19K
New
N/A
3.19K $337M
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.3K
New
$32.65 - $33.68 $335K - $346K
10.3K $337M
USFR
Wisdomtree Floating Rate Treas

ETFs
6.68K
New
$50.23 - $50.46 $336K - $337K
6.68K $336M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.29K
New
$77.86 - $79.27 $334K - $340K
4.29K $335M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.91K
New
$48.33 - $49.08 $334K - $339K
6.91K $334M
JHSC
John Hancock ETF Tr Multifacto

ETFs
8.25K
New
$39.44 - $43.65 $325K - $360K
8.25K $328M
JHMM
John Hancock Multifactor Mid C

ETFs
5.47K
New
$59.61 - $64.8 $326K - $355K
5.47K $327M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.26K
New
$99.04 - $109.59 $323K - $357K
3.26K $325M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.33K
+ 31.99%
$46.94 - $51.62 $250K - $275K
22K $1.1B
NVDA
Nvidia Corp

Technology
600
+ 3.55%
$117.0 - $148.88 $70.2K - $89.3K
17.5K $2.35B
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.36K
New
$87.1 - $98.49 $293K - $331K
3.36K $294M
WMT
Walmart Inc.

Consumer Defensive
3.22K
New
$79.1 - $95.7 $255K - $308K
3.22K $291M
Spdr Ser Tr
10.8K
New
N/A
10.8K $280M
DHS
Wisdomtree Tr U.S

ETFs
2.94K
New
$92.66 - $100.58 $272K - $295K
2.94K $274M
Listed Fd Tr
4.67K
New
N/A
4.67K $254M
SHEL
Shell PLC

Energy
5.36K
+ 21.29%
$60.63 - $70.23 $325K - $377K
30.5K $1.91B
GOOGL
Alphabet Inc.

Communication Services
488
+ 7.51%
$161.86 - $196.66 $79K - $96K
6.99K $1.32B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
449
New
$521.84 - $558.82 $234K - $251K
449 $242M
Activity Summary
Buys All Purchases 113 New Holdings 33 Increased Positions 80 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 1
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