Iams Wealth Management, LLC Incresed Positions 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
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
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
22.3K
+ 30.16%
$24.94 - $25.74 $555K - $573K
96K $2.45B
AZN
Astrazeneca PLC

Healthcare
11.4K
+ 72.36%
$63.2 - $79.58 $719K - $905K
27.1K $1.77B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
14.9K
+ 10.66%
$29.73 - $30.81 $444K - $460K
155K $4.72B
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.57K
+ 86.06%
$94.77 - $97.36 $433K - $445K
9.88K $943M
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
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
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
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.01K
+ 9.64%
$48.48 - $49.47 $243K - $248K
56.9K $2.77B
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
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
2.35K
+ 9.09%
$51.31 - $55.61 $121K - $131K
28.2K $1.51B
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
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