Iams Wealth Management, LLC Portfolio Holdings

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024

Iams Wealth Management, LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $204 Billion distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $11.2B, Spdr Bloomberg 1 3 Month T Bil with a value of $10.2B, Spdr Bloomberg 3 12 Month T Bi with a value of $9.44B, Spdr S&P 500 ETF Trust with a value of $7.86B, and United Parcel Service Inc with a value of $5.66B.

Examining the 13F form we can see an increase of $21.1B in the current position value, from $183B to 204B.

Iams Wealth Management, LLC is based out at Omaha, NE

Below you can find more details about Iams Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $204 Billion
ETFs: $110 Billion
Technology: $17.5 Billion
Financial Services: $12.8 Billion
Healthcare: $11.9 Billion
Industrials: $11.7 Billion
Consumer Cyclical: $8.95 Billion
Energy: $6.71 Billion
Communication Services: $6.37 Billion
Other: $10.3 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.86B
$441 Million 0.22% of portfolio
8,800
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $204 Billion
  • Prior Value $183 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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