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
IYZ
Ishares Tr Us Telecommunicatio

ETFs
8.77K
New
$25.22 - $28.15 $221K - $247K
8.77K $235M
FDVV
Fidelity High Dividend ETF

ETFs
4.61K
New
$49.66 - $52.63 $229K - $243K
4.61K $230M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.73K
New
$47.77 - $51.75 $226K - $245K
4.73K $228M
EBND
Spdr Bloomberg Emerging Market

ETFs
11.5K
New
$19.53 - $21.1 $224K - $242K
11.5K $224M
KMI
Kinder Morgan, Inc.

Energy
7.69K
New
$22.59 - $28.54 $174K - $219K
7.69K $211M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.01K
+ 9.64%
$48.48 - $49.47 $243K - $248K
56.9K $2.77B
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
10.5K
New
$18.41 - $18.97 $193K - $199K
10.5K $194M
MSFT
Microsoft Corp

Technology
669
+ 6.43%
$406.35 - $454.46 $272K - $304K
11.1K $4.67B
FTGS
First Tr Exchange Traded Fd Gr
5.38K
+ 5.42%
N/A
105K $3.28B
XLC
Select Sector Spdr Tr Communic

ETFs
1.41K
+ 22.69%
$89.66 - $102.16 $126K - $144K
7.63K $738M
LGOV
First Tr ETF Iv Long Duration

ETFs
11.9K
+ 17.81%
$20.75 - $22.49 $246K - $267K
78.4K $1.63B
COP
Conocophillips

Energy
2.5K
+ 13.73%
$95.12 - $114.72 $238K - $287K
20.7K $2.05B
DIS
Walt Disney CO

Communication Services
833
+ 29.05%
$92.39 - $117.6 $77K - $98K
3.7K $412M
SYK
Stryker Corp

Healthcare
357
+ 32.6%
$345.14 - $392.15 $123K - $140K
1.45K $523M
SCI
Service Corp International

Consumer Cyclical
1.42K
+ 17.31%
$73.36 - $88.6 $104K - $126K
9.65K $770M
ROP
Roper Technologies Inc

Industrials
277
+ 43.21%
$519.85 - $575.95 $144K - $160K
918 $477M
LOW
Lowes Companies Inc

Consumer Cyclical
594
+ 38.85%
$244.52 - $284.07 $145K - $169K
2.12K $524M
BWXT
Bwx Technologies, Inc.

Industrials
792
+ 21.57%
$111.39 - $133.28 $88.2K - $106K
4.46K $497M
ABT
Abbott Laboratories

Healthcare
942
+ 5.71%
$111.93 - $119.39 $105K - $112K
17.5K $1.97B
IVE
Ishares S&P 500 Value ETF

ETFs
758
+ 8.97%
$189.5 - $206.17 $144K - $156K
9.21K $1.76B
CTAS
Cintas Corp

Industrials
718
+ 39.73%
$182.7 - $226.47 $131K - $163K
2.53K $461M
TDIV
First Trust Nasdaq Technology

ETFs
1.97K
+ 5.03%
$78.03 - $82.13 $154K - $162K
41.2K $3.23B
STZ
Constellation Brands, Inc.

Consumer Defensive
515
+ 52.39%
$219.66 - $257.62 $113K - $133K
1.5K $331M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.8K
+ 20.29%
$44.33 - $49.55 $80K - $89.4K
10.7K $480M
USB
Us Bancorp \De\

Financial Services
69
+ 0.2%
$43.98 - $53.66 $3.03K - $3.7K
34.6K $1.65B
QTEC
First Trust Nasdaq 100 Technol

ETFs
428
+ 7.56%
$185.87 - $204.12 $79.6K - $87.4K
6.09K $1.15B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.85K
+ 18.48%
$34.13 - $37.35 $131K - $144K
24.6K $841M
FMF
First Trust Managed Futures St

ETFs
1.09K
+ 4.98%
$46.63 - $49.57 $50.7K - $53.9K
22.9K $1.09B
FAAR
First Trust Vii Alternative Ab

ETFs
1.63K
+ 8.05%
$27.44 - $28.42 $44.7K - $46.3K
21.9K $612M
GLD
Spdr Gold Trust

ETFs
196
+ 16.5%
$236.59 - $257.5 $46.4K - $50.5K
1.38K $335M
FBT
First Trust Nyse Arca Biotechn

ETFs
432
+ 9.3%
$161.65 - $178.69 $69.8K - $77.2K
5.08K $844M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.58K
+ 6.35%
$26.55 - $27.32 $68.5K - $70.5K
43.2K $1.15B
DEO
Diageo PLC

Consumer Defensive
761
+ 18.18%
$118.0 - $139.88 $89.8K - $106K
4.95K $629M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
355
+ 11.21%
$103.6 - $112.52 $36.8K - $39.9K
3.52K $369M
IVV
Ishares Core S&P 500 ETF

ETFs
36
+ 2.87%
$570.51 - $610.59 $20.5K - $22K
1.29K $761M
FTCS
First Trust Capital Strength E

ETFs
1.64K
+ 4.44%
$87.62 - $94.03 $143K - $154K
38.5K $3.38B
PEP
Pepsico Inc

Consumer Defensive
971
+ 14.5%
$151.29 - $176.1 $147K - $171K
7.67K $1.17B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
155
+ 4.59%
$238.25 - $261.28 $36.9K - $40.5K
3.53K $856M
XLI
Industrial Sector Spdr

ETFs
271
+ 9.88%
$131.76 - $143.99 $35.7K - $39K
3.01K $397M
SPMD
Spdr Portfolio

ETFs
461
+ 8.59%
$54.13 - $59.56 $25K - $27.5K
5.83K $319M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.5K
+ 21.72%
$30.93 - $33.94 $46.5K - $51K
8.43K $261M
AMGN
Amgen Inc

Healthcare
685
+ 27.0%
$258.78 - $328.31 $177K - $225K
3.22K $840M
XLU
Utilities Sector Spdr

ETFs
477
+ 15.73%
$74.89 - $82.93 $35.7K - $39.6K
3.51K $266M
NVO
Novo Nordisk A S

Healthcare
6.77K
+ 39.81%
$85.0 - $120.04 $575K - $813K
23.8K $2.04B
FTA
First Tr Large Cap Value

ETFs
1.66K
+ 3.74%
$75.21 - $83.49 $125K - $138K
45.9K $3.51B
FJP
First Trust Japan Alphadex Fun

ETFs
450
+ 4.4%
$50.22 - $54.42 $22.6K - $24.5K
10.7K $552M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
1.68K
+ 4.32%
$25.26 - $26.59 $42.5K - $44.8K
40.6K $1.03B
MCHP
Microchip Technology Inc

Technology
7.34K
+ 38.92%
$55.51 - $79.05 $407K - $580K
26.2K $1.5B
HD
Home Depot, Inc.

Consumer Cyclical
147
+ 2.87%
$385.02 - $431.37 $56.6K - $63.4K
5.27K $2.05B
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
Track This Portfolio

Track Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email