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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$115B
$1.28 Billion 0.63% of portfolio
5,573
Q3 2024 Reduced 2.91%
$0
$1.28 Billion 0.63% of portfolio
22,115
Q3 2024 Added 11.51%
$278B
$1.27 Billion 0.63% of portfolio
6,170
Q3 2024 New
$336B
$1.29 Billion 0.63% of portfolio
32,395
Q3 2024 Reduced 0.03%
$528B
$1.26 Billion 0.62% of portfolio
2,147
Q3 2024 Added 9.65%
$220B
$1.22 Billion 0.6% of portfolio
15,711
Q3 2024 Reduced 1.13%
$0
$1.22 Billion 0.6% of portfolio
29,528
Q3 2024 Added 59.48%
$225B
$1.16 Billion 0.57% of portfolio
21,820
Q3 2024 New
$229B
$1.14 Billion 0.56% of portfolio
6,698
Q3 2024 Added 4.12%
$0
$1.11 Billion 0.55% of portfolio
40,649
Q3 2024 Reduced 11.62%
$82.7B
$1.12 Billion 0.55% of portfolio
1,262
Q3 2024 Reduced 1.41%
$0
$1.08 Billion 0.53% of portfolio
5,663
Q3 2024 Added 69.3%
$1.27T
$1.08 Billion 0.53% of portfolio
1,888
Q3 2024 Added 21.81%
$1.03T
$1.08 Billion 0.53% of portfolio
6,502
Q3 2024 Added 13.85%
$0
$1.04 Billion 0.51% of portfolio
38,950
Q3 2024 Added 88.44%
$0
$1.04 Billion 0.51% of portfolio
21,819
Q3 2024 Added 36.22%
$12.6B
$937 Million 0.46% of portfolio
8,365
Q3 2024 Added 12.8%
$68.8B
$873 Million 0.43% of portfolio
5,058
Q3 2024 Added 1,526.37%
$0
$859 Million 0.42% of portfolio
20,468
Q3 2024 Added 34.11%
$0
$832 Million 0.41% of portfolio
13,101
Q3 2024 Added 19.95%
$0
$829 Million 0.41% of portfolio
3,379
Q3 2024 New
$171B
$818 Million 0.4% of portfolio
2,537
Q3 2024 Added 2.92%
$0
$799 Million 0.39% of portfolio
4,646
Q3 2024 New
$26.2B
$793 Million 0.39% of portfolio
9,481
Q3 2024 Added 9.49%
$0
$792 Million 0.39% of portfolio
16,669
Q3 2024 Reduced 27.71%
$1.05T
$791 Million 0.39% of portfolio
4,732
Q3 2024 Reduced 66.83%
$0
$781 Million 0.38% of portfolio
20,802
Q3 2024 Reduced 29.35%
$0
$752 Million 0.37% of portfolio
6,413
Q3 2024 Added 1.09%
$587B
$755 Million 0.37% of portfolio
1,641
Q3 2024 Added 56.14%
$0
$724 Million 0.36% of portfolio
1,256
Q3 2024 Added 9.98%
Valued Advisers Tr
-
$718 Million 0.35% of portfolio
-
Q3 2024 Added 149.11%
$0
$672 Million 0.33% of portfolio
3,540
Q3 2024 Added 3.06%
$12.9B
$649 Million 0.32% of portfolio
8,223
Q3 2024 Added 23.1%
$178B
$661 Million 0.32% of portfolio
5,458
Q3 2024 Reduced 1.78%
$50.9B
$642 Million 0.32% of portfolio
40,000
Q2 2024 New
$13.9B
$660 Million 0.32% of portfolio
10,646
Q3 2024 Reduced 1.11%
$0
$621 Million 0.31% of portfolio
25,776
Q3 2023 New
$0
$637 Million 0.31% of portfolio
16,367
Q3 2024 Added 17.52%
$0
$641 Million 0.31% of portfolio
26,765
Q3 2024 Added 20.48%
$0
$611 Million 0.3% of portfolio
1,627
Q3 2024 New
$70.7B
$587 Million 0.29% of portfolio
4,185
Q3 2024 Added 6.84%
$0
$593 Million 0.29% of portfolio
6,758
Q2 2024 New
$0
$562 Million 0.28% of portfolio
6,215
Q3 2024 New
$0
$564 Million 0.28% of portfolio
13,438
Q3 2024 Added 33.58%
$0
$563 Million 0.28% of portfolio
20,238
Q3 2024 Added 36.16%
$0
$555 Million 0.27% of portfolio
10,230
Q3 2024 Added 11.2%
$0
$560 Million 0.27% of portfolio
2,481
Q3 2024 Reduced 31.71%
$0
$558 Million 0.27% of portfolio
5,754
Q3 2024 Reduced 33.85%
$0
$519 Million 0.25% of portfolio
5,310
Q3 2024 Reduced 17.41%

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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