Iams Wealth Management, LLC Portfolio Holdings

Iams Wealth Management, LLC

  • $218 Billion
  • Q1 2025

Iams Wealth Management, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $218 Billion distributed in 157 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 $12.2B, Spdr S&P 500 ETF Trust with a value of $9.66B, Spdr Bloomberg 1 3 Month T Bil with a value of $7.1B, First Tr Ex Td Viii Ft Cboe Ve with a value of $5.1B, and Microsoft Corp with a value of $4.64B.

Examining the 13F form we can see an decrease of $382M in the current position value, from $219B to 218B.

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 $218 Billion
ETFs: $105 Billion
Technology: $19.7 Billion
Financial Services: $15.8 Billion
Healthcare: $14.8 Billion
Industrials: $11.8 Billion
Consumer Cyclical: $9.17 Billion
Energy: $7.6 Billion
Communication Services: $7.51 Billion
Other: $12 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.48 Billion 0.68% of portfolio
29,064
Q1 2025 Added 3.02%
$0
$1.46 Billion 0.67% of portfolio
40,005
Q1 2025 Added 62.31%
$229B
$1.46 Billion 0.67% of portfolio
23,644
Q1 2025 Added 431.33%
$0
$1.44 Billion 0.66% of portfolio
76,082
Q1 2025 Reduced 26.2%
$300B
$1.44 Billion 0.66% of portfolio
34,614
Q1 2025 Added 7.19%
First Tr Exchange Traded Fd
-
$1.41 Billion 0.64% of portfolio
-
Q1 2025 Reduced 2.93%
$1.13T
$1.38 Billion 0.63% of portfolio
2,392
Q1 2025 Added 37.95%
$197B
$1.36 Billion 0.62% of portfolio
9,080
Q1 2025 Added 18.4%
$0
$1.36 Billion 0.62% of portfolio
6,109
Q1 2025 Reduced 43.49%
$61.5B
$1.34 Billion 0.61% of portfolio
7,617
Q1 2025 Added 14.16%
$0
$1.32 Billion 0.6% of portfolio
22,675
Q1 2025 Added 0.53%
$90.7B
$1.29 Billion 0.59% of portfolio
6,381
Q1 2025 Added 11.99%
Valued Advisers Tr
-
$1.28 Billion 0.59% of portfolio
-
Q1 2025 Added 13.3%
$0
$1.27 Billion 0.58% of portfolio
44,162
Q1 2025 Added 23.93%
$903B
$1.15 Billion 0.53% of portfolio
7,437
Q1 2025 Added 6.39%
$0
$1.17 Billion 0.53% of portfolio
29,601
Q1 2025 Reduced 0.86%
$72B
$1.12 Billion 0.51% of portfolio
1,376
Q1 2025 Added 17.51%
$0
$1.12 Billion 0.51% of portfolio
24,297
Q1 2025 Added 10.43%
$0
$1.1 Billion 0.5% of portfolio
23,767
Q1 2025 Added 3.76%
$0
$1.05 Billion 0.48% of portfolio
40,569
Q1 2025 Reduced 0.16%
$9.21B
$1.04 Billion 0.47% of portfolio
11,752
Q1 2025 Added 19.39%
$762B
$926 Million 0.42% of portfolio
3,574
Q1 2025 Reduced 29.05%
$0
$902 Million 0.41% of portfolio
5,301
Q1 2025 Added 4.39%
$12.2B
$878 Million 0.4% of portfolio
10,944
Q1 2025 Added 13.46%
$425B
$845 Million 0.39% of portfolio
1,614
Q1 2025 Reduced 26.67%
$0
$854 Million 0.39% of portfolio
10,317
Q1 2025 Added 20.39%
$0
$843 Million 0.39% of portfolio
31,481
Q1 2025 Reduced 27.18%
$933B
$823 Million 0.38% of portfolio
5,268
Q1 2025 Added 21.8%
$22.4B
$824 Million 0.38% of portfolio
11,540
Q1 2025 Added 28.34%
$412B
$826 Million 0.38% of portfolio
4,980
Q1 2025 Added 7.72%
$0
$777 Million 0.36% of portfolio
1,382
Q1 2025 Added 6.97%
$674B
$741 Million 0.34% of portfolio
1,391
Q1 2025 Added 9.96%
$53.3B
$744 Million 0.34% of portfolio
40,000
Q2 2024 New
$0
$728 Million 0.33% of portfolio
3,443
Q1 2025 Reduced 2.57%
$0
$694 Million 0.32% of portfolio
7,622
Q1 2025 Added 126.64%
$15.7B
$692 Million 0.32% of portfolio
10,032
Q1 2025 Reduced 5.27%
$0
$686 Million 0.31% of portfolio
12,986
Q1 2025 Added 22.28%
$0
$682 Million 0.31% of portfolio
7,069
Q1 2025 Reduced 7.29%
$189B
$663 Million 0.3% of portfolio
5,007
Q1 2025 Reduced 5.44%
$0
$663 Million 0.3% of portfolio
29,000
Q1 2025 Added 6.59%
$62.4B
$655 Million 0.3% of portfolio
6,249
Q1 2025 Added 26.34%
$0
$626 Million 0.29% of portfolio
9,764
Q1 2025 Reduced 21.94%
$0
$623 Million 0.29% of portfolio
21,554
Q1 2025 Reduced 1.43%
$0
$634 Million 0.29% of portfolio
15,526
Q1 2025 Reduced 7.76%
$20.9B
$620 Million 0.28% of portfolio
3,018
Q1 2025 Added 19.52%
$539B
$622 Million 0.28% of portfolio
1,774
Q1 2025 Added 26.35%
$0
$604 Million 0.28% of portfolio
6,332
Q1 2025 Added 19.79%
$0
$613 Million 0.28% of portfolio
25,776
Q3 2023 New
$9.46B
$596 Million 0.27% of portfolio
6,043
Q1 2025 Added 35.4%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $218 Billion
  • Prior Value $219 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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