Iams Wealth Management, LLC Purchases in Q3 2025

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
870
New
$234.77 - $292.47 $204K - $254K
870 $246M
ARES
Ares Management Corp

Financial Services
1.51K
New
$159.89 - $192.76 $241K - $290K
1.51K $241M
RECS
Columbia ETF Tr I

ETFs
5.94K
New
$36.82 - $40.35 $219K - $240K
5.94K $240M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
923
New
$259.44 - $278.65 $239K - $257K
923 $239M
CVX
Chevron Corp

Energy
893
+ 11.0%
$145.57 - $161.83 $130K - $145K
9.01K $1.4B
ES
Eversource Energy

Utilities
3.33K
New
$62.86 - $71.14 $210K - $237K
3.33K $237M
T
At&T Inc.

Communication Services
8.28K
New
$26.94 - $29.62 $223K - $245K
8.28K $234M
XOM
Exxon Mobil Corp

Energy
2.02K
New
$105.83 - $117.22 $214K - $237K
2.02K $228M
URI
United Rentals, Inc.

Industrials
238
New
$774.14 - $975.23 $184K - $232K
238 $227M
K
Kellogg CO

Consumer Defensive
2.65K
New
$76.96 - $82.02 $204K - $218K
2.65K $218M
GILD
Gilead Sciences, Inc.

Healthcare
1.88K
+ 8.03%
$108.22 - $120.47 $203K - $226K
25.3K $2.81B
PEG
Public Service Enterprise Group Inc

Utilities
2.51K
New
$79.99 - $90.14 $201K - $226K
2.51K $209M
COST
Costco Wholesale Corp

Consumer Defensive
250
+ 69.83%
$915.95 - $994.57 $229K - $249K
608 $563M
AZN
Astrazeneca PLC

Healthcare
350
+ 1.32%
$68.72 - $82.11 $24.1K - $28.7K
26.8K $2.06B
VOOV
Vanguard S&P 500 Value ETF

ETFs
832
+ 21.89%
$187.97 - $199.47 $156K - $166K
4.63K $924M
COP
Conocophillips

Energy
1.26K
+ 7.1%
$91.0 - $98.99 $115K - $125K
19.1K $1.8B
NVO
Novo Nordisk A S

Healthcare
12.6K
+ 34.42%
$45.38 - $71.7 $573K - $905K
49.3K $2.73B
KR
Kroger CO

Consumer Defensive
3.02K
New
$64.52 - $74.35 $195K - $224K
3.02K $203M
TXN
Texas Instruments Inc

Technology
1.1K
New
N/A
1.1K $203M
TSN
Tyson Foods, Inc.

Consumer Defensive
3.69K
New
$52.3 - $57.69 $193K - $213K
3.69K $200M
EQIX
Equinix Inc

Real Estate
255
+ 22.25%
$756.7 - $811.13 $193K - $207K
1.4K $1.1B
LOW
Lowes Companies Inc

Consumer Cyclical
360
+ 13.01%
$215.01 - $273.02 $77.4K - $98.3K
3.13K $786M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
154
+ 7.58%
$393.18 - $439.39 $60.5K - $67.7K
2.19K $953M
SCI
Service Corp International

Consumer Cyclical
1.5K
+ 14.15%
$75.63 - $83.25 $114K - $125K
12.1K $1.01B
PEP
Pepsico Inc

Consumer Defensive
466
+ 5.05%
$133.81 - $152.16 $62.4K - $70.9K
9.69K $1.36B
IEFA
Ishares Tr

ETFs
1.48K
+ 48.81%
$81.7 - $87.53 $121K - $130K
4.52K $394M
V
Visa Inc.

Financial Services
413
+ 68.49%
$332.09 - $358.86 $137K - $148K
1.02K $347M
PLTR
Palantir Technologies Inc.

Technology
250
+ 14.75%
$130.68 - $186.97 $32.7K - $46.7K
1.95K $355M
ROP
Roper Technologies Inc

Industrials
370
+ 38.78%
$495.03 - $573.0 $183K - $212K
1.32K $660M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.18K
+ 34.22%
$96.22 - $98.19 $114K - $116K
4.63K $454M
ABT
Abbott Laboratories

Healthcare
1.1K
+ 7.59%
$120.51 - $136.62 $133K - $151K
15.6K $2.1B
DEO
Diageo PLC

Consumer Defensive
1.49K
+ 27.7%
$93.64 - $115.33 $140K - $172K
6.87K $656M
MO
Altria Group, Inc.

Consumer Defensive
1.15K
+ 27.61%
$57.75 - $67.68 $66.6K - $78K
5.33K $352M
JHMM
John Hancock Multifactor Mid C

ETFs
1.19K
+ 19.35%
$61.22 - $65.26 $73K - $77.9K
7.36K $476M
VIG
Vanguard Dividend Appreciation

ETFs
335
+ 14.1%
N/A
2.71K $585M
JHSC
John Hancock ETF Tr Multifacto

ETFs
1.72K
+ 18.2%
$39.08 - $42.37 $67.3K - $73K
11.2K $468M
HWM
Howmet Aerospace Inc.

Industrials
441
+ 38.55%
$171.0 - $196.23 $75.4K - $86.5K
1.59K $311M
Listed Fds Tr
400
+ 5.45%
N/A
7.74K $502M
VGSH
Vanguard

ETFs
1.5K
+ 10.13%
$58.43 - $58.88 $87.7K - $88.4K
16.3K $960M
GLD
Spdr Gold Trust

ETFs
52
+ 3.77%
$300.96 - $355.47 $15.6K - $18.5K
1.43K $509M
SO
Southern CO

Utilities
856
+ 38.89%
$90.83 - $96.0 $77.8K - $82.2K
3.06K $290M
CTAS
Cintas Corp

Industrials
663
+ 23.68%
$199.29 - $226.27 $132K - $150K
3.46K $711M
LGOV
First Tr ETF Iv Long Duration

ETFs
3.07K
+ 6.2%
$20.98 - $22.03 $64.4K - $67.6K
52.6K $1.14B
SYK
Stryker Corp

Healthcare
296
+ 19.22%
$368.57 - $403.53 $109K - $119K
1.84K $679M
VZ
Verizon Communications Inc

Communication Services
1.25K
+ 16.49%
$40.84 - $45.06 $51.1K - $56.4K
8.84K $389M
IEF
Ishares Barclays

ETFs
570
+ 8.95%
$93.91 - $97.26 $53.5K - $55.4K
6.94K $669M
RF
Regions Financial Corp

Financial Services
979
+ 8.62%
$24.03 - $27.41 $23.5K - $26.8K
12.3K $325M
CMCSA
Comcast Corp

Communication Services
9.35K
+ 16.93%
$31.41 - $36.33 $294K - $340K
64.6K $2.03B
VGIT
Vanguard Intermediate Term Tre

ETFs
845
+ 8.66%
$58.97 - $60.36 $49.8K - $51K
10.6K $636M
Activity Summary
Buys All Purchases 119 New Holdings 28 Increased Positions 91 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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