Iams Wealth Management, LLC Incresed Positions in Q4 2025

Iams Wealth Management, LLC

  • $277 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLU
Utilities Sector Spdr

ETFs
5.8K
+ 151.07%
$87.89 - $92.9 $510K - $539K
9.64K $411M
VZ
Verizon Communications Inc

Communication Services
2.55K
+ 28.8%
$38.4 - $43.83 $97.8K - $112K
11.4K $464M
HWM
Howmet Aerospace Inc.

Industrials
297
+ 18.74%
$184.09 - $209.74 $54.7K - $62.3K
1.88K $386M
MCHP
Microchip Technology Inc

Technology
1.27K
+ 7.04%
$53.48 - $67.52 $67.8K - $85.5K
19.3K $1.23B
TJX
Tjx Companies Inc

Consumer Cyclical
303
+ 13.62%
$138.56 - $147.63 $42K - $44.7K
2.53K $388M
STZ
Constellation Brands, Inc.

Consumer Defensive
434
+ 27.77%
$127.65 - $142.97 $55.4K - $62K
2K $276M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
43
+ 1.69%
$600.51 - $631.95 $25.8K - $27.2K
2.59K $1.63B
EL
Estee Lauder Companies Inc

Consumer Defensive
200
+ 7.58%
$86.09 - $102.52 $17.2K - $20.5K
2.84K $297M
IVE
Ishares S&P 500 Value ETF

ETFs
122
+ 2.68%
$202.52 - $212.07 $24.7K - $25.9K
4.68K $992M
V
Visa Inc.

Financial Services
108
+ 10.63%
$325.75 - $352.42 $35.2K - $38.1K
1.12K $394M
MO
Altria Group, Inc.

Consumer Defensive
1.49K
+ 27.96%
$56.38 - $66.65 $84K - $99.3K
6.82K $393M
Listed Fds Tr
481
+ 6.22%
N/A
8.22K $542M
XLC
Select Sector Spdr Tr Communic

ETFs
365
+ 6.58%
$111.33 - $117.16 $40.6K - $42.8K
5.91K $696M
COST
Costco Wholesale Corp

Consumer Defensive
87
+ 14.31%
$910.94 - $954.99 $79.3K - $83.1K
695 $600M
EMN
Eastman Chemical CO

Basic Materials
346
+ 2.46%
$57.89 - $64.37 $20K - $22.3K
14.4K $921M
IEFA
Ishares Tr

ETFs
188
+ 4.16%
$86.09 - $89.88 $16.2K - $16.9K
4.7K $421M
SCI
Service Corp International

Consumer Cyclical
1.08K
+ 8.92%
$79.67 - $83.86 $86K - $90.6K
13.2K $1.03B
EVRG
Evergy, Inc.

Utilities
847
+ 7.06%
$75.56 - $78.73 $64K - $66.7K
12.8K $931M
PLTR
Palantir Technologies Inc.

Technology
148
+ 7.61%
$172.14 - $207.18 $25.5K - $30.7K
2.09K $372M
FVD
First Tr Value Line Divid Inde

ETFs
544
+ 0.91%
$45.0 - $46.25 $24.5K - $25.2K
60.2K $2.78B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
332
+ 1.7%
$26.44 - $27.53 $8.78K - $9.14K
19.9K $546M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.4%
$656.2 - $690.71 $1.31K - $1.38K
501 $343M
SRLN
Ssga Active Trust

ETFs
244
+ 4.23%
$41.05 - $41.54 $10K - $10.1K
6.01K $248M
SRE
Sempra Energy

Utilities
258
+ 2.51%
$89.26 - $94.01 $23K - $24.3K
10.5K $930M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
326
+ 3.17%
$19.16 - $19.36 $6.25K - $6.31K
10.6K $202M
HD
Home Depot, Inc.

Consumer Cyclical
986
+ 17.7%
$358.03 - $397.02 $353K - $391K
6.56K $2.26B
HON
Honeywell International Inc

Industrials
855
+ 7.18%
$194.07 - $220.67 $166K - $189K
12.8K $2.49B
EQIX
Equinix Inc

Real Estate
7
+ 0.5%
$772.6 - $846.01 $5.41K - $5.92K
1.41K $1.08B
AJG
Arthur J. Gallagher & Co.

Financial Services
1.44K
+ 17.71%
$242.98 - $310.48 $349K - $446K
9.56K $2.47B
CMCSA
Comcast Corp

Communication Services
1.84K
+ 2.85%
$26.98 - $31.09 $49.6K - $57.2K
66.4K $1.99B
FAAR
First Trust Vii Alternative Ab

ETFs
192
+ 1.09%
$29.86 - $30.91 $5.73K - $5.93K
17.8K $481M
ABT
Abbott Laboratories

Healthcare
515
+ 3.29%
$123.62 - $134.59 $63.7K - $69.3K
16.2K $2.02B
DD
Du Pont De Nemours, Inc.

Basic Materials
5.75K
+ 21.17%
$34.69 - $82.16 $199K - $472K
32.9K $1.32B
Activity Summary
Buys All Purchases 111 New Holdings 27 Increased Positions 84 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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