Iams Wealth Management, LLC Reduced Holdings in Q3 2024

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-9.54K
- 66.83%
$149.54 - $192.66 $1.43M - $1.84M
4.73K $791M
RDVY
First Trust Rising Dividend Ac

ETFs
-19.6K
- 79.59%
$53.68 - $59.24 $1.05M - $1.16M
5.02K $297M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-9.24K
- 8.89%
$98.97 - $99.59 $915K - $920K
94.8K $9.44B
NVDA
Nvidia Corp

Technology
-4.47K
- 20.91%
$98.91 - $134.91 $442K - $603K
16.9K $2.05B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.6K
- 3.97%
$91.42 - $91.82 $421K - $423K
111K $10.2B
XLG
Invesco Exchange Traded Fd Tr

ETFs
-6.39K
- 27.71%
$42.54 - $47.97 $272K - $306K
16.7K $792M
XLK
Technology Sector Spdr

ETFs
-1.15K
- 31.71%
$197.34 - $237.68 $227K - $274K
2.48K $560M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.64K
- 29.35%
$33.74 - $37.96 $292K - $328K
20.8K $781M
XOM
Exxon Mobil Corp

Energy
-1.8K
- 45.73%
$109.72 - $119.0 $198K - $215K
2.14K $251M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.94K
- 33.85%
$85.84 - $85.84 $253K - $253K
5.75K $558M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.92K
- 39.7%
$59.61 - $60.15 $174K - $176K
4.44K $266M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-5.35K
- 11.62%
$26.01 - $27.41 $139K - $147K
40.6K $1.11B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.12K
- 17.41%
$93.65 - $97.81 $105K - $109K
5.31K $519M
HON
Honeywell International Inc

Industrials
-32
- 0.32%
$196.73 - $220.21 $6.3K - $7.05K
10.1K $2.09B
CRM
Salesforce, Inc.

Technology
-397
- 17.73%
$238.42 - $276.53 $94.7K - $110K
1.84K $504M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-2.5K
- 11.66%
$19.08 - $19.89 $47.7K - $49.8K
19K $377M
ADI
Analog Devices Inc

Technology
-167
- 2.91%
$200.56 - $243.33 $33.5K - $40.6K
5.57K $1.28B
AZN
Astrazeneca PLC

Healthcare
-179
- 1.13%
$76.67 - $87.62 $13.7K - $15.7K
15.7K $1.22B
BAC
Bank Of America Corp

Financial Services
-9
- 0.03%
$36.65 - $44.13 $330 - $397
32.4K $1.29B
ABT
Abbott Laboratories

Healthcare
-1.43K
- 7.97%
$100.07 - $118.13 $143K - $169K
16.5K $1.88B
CGDV
Capital Group Divid Value ETF

ETFs
-64
- 0.64%
$32.96 - $36.48 $2.11K - $2.33K
9.96K $363M
EVRG
Evergy, Inc.

Utilities
-120
- 1.11%
$52.46 - $62.01 $6.3K - $7.44K
10.6K $660M
AJG
Arthur J. Gallagher & Co.

Financial Services
-32
- 0.66%
$259.22 - $299.75 $8.3K - $9.59K
4.82K $1.36B
RTX
Raytheon Technologies Corp

Industrials
-99
- 1.78%
$99.55 - $123.34 $9.86K - $12.2K
5.46K $661M
EQIX
Equinix Inc

Real Estate
-18
- 1.41%
$749.0 - $890.01 $13.5K - $16K
1.26K $1.12B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-260
- 3.46%
$156.14 - $187.2 $40.6K - $48.7K
7.25K $1.34B
DD
Du Pont De Nemours, Inc.

Basic Materials
-162
- 0.7%
$77.22 - $89.49 $12.5K - $14.5K
22.8K $2.03B
ACN
Accenture PLC

Technology
-29
- 0.54%
$295.44 - $355.81 $8.57K - $10.3K
5.38K $1.9B
Activity Summary
Buys All Purchases 104 New Holdings 21 Increased Positions 83 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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