Iams Wealth Management, LLC Incresed Positions in Q2 2025

Iams Wealth Management, LLC

  • $218 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
2.77K
+ 22.39%
$354.56 - $497.45 $981K - $1.38M
15.1K $7.52B
NVDA
Nvidia Corp

Technology
2.3K
+ 10.43%
$94.31 - $157.99 $217K - $363K
24.3K $3.84B
TSLA
Tesla, Inc.

Consumer Cyclical
3.78K
+ 105.68%
$221.86 - $362.89 $838K - $1.37M
7.35K $2.34B
RDVY
First Trust Rising Dividend Ac

ETFs
20.5K
+ 79.29%
$51.6 - $62.74 $1.06M - $1.28M
46.3K $2.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
449
+ 2.6%
$496.48 - $617.85 $223K - $277K
17.7K $10.9B
FTGS
First Tr Exchange Traded Fd Gr
785
+ 0.69%
N/A
115K $3.94B
META
Meta Platforms, Inc.

Communication Services
82
+ 3.43%
$484.66 - $738.09 $39.7K - $60.5K
2.47K $1.83B
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
16.6K
+ 40.84%
$25.13 - $26.07 $416K - $432K
57.1K $1.48B
First Tr Exchange Traded Fd
19.8K
+ 15.3%
N/A
149K $3.14B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
13.8K
+ 31.35%
$27.29 - $29.28 $378K - $405K
58K $1.7B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.18K
+ 81.71%
$35.35 - $42.68 $148K - $178K
9.29K $396M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
994
+ 3.42%
$44.58 - $54.92 $44.3K - $54.6K
30.1K $1.65B
Listed Fds Tr
1.54K
+ 26.49%
N/A
7.34K $407M
GOOG
Alphabet Inc.

Communication Services
124
+ 2.35%
$146.58 - $180.01 $18.2K - $22.3K
5.39K $957M
Vaneck Bitcoin ETF
215
+ 1.33%
N/A
16.4K $499M
GLD
Spdr Gold Trust

ETFs
312
+ 29.19%
$273.71 - $316.29 $85.4K - $98.7K
1.38K $421M
XLC
Select Sector Spdr Tr Communic

ETFs
65
+ 0.92%
$86.13 - $108.53 $5.6K - $7.05K
7.13K $774M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
3.93K
+ 27.9%
$21.37 - $22.67 $84K - $89.1K
18K $407M
FJP
First Trust Japan Alphadex Fun

ETFs
56
+ 0.54%
$47.79 - $60.17 $2.68K - $3.37K
10.4K $624M
FEM
First Trust Emerging Markets A

ETFs
42
+ 0.14%
$19.94 - $24.69 $837 - $1.04K
29K $713M
FBT
First Trust Nyse Arca Biotechn

ETFs
596
+ 11.24%
$145.67 - $165.99 $86.8K - $98.9K
5.9K $951M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
105
+ 2.1%
N/A
5.11K $479M
MO
Altria Group, Inc.

Consumer Defensive
691
+ 19.83%
$55.56 - $60.91 $38.4K - $42.1K
4.18K $245M
SPMD
Spdr Portfolio

ETFs
260
+ 4.2%
$44.89 - $54.38 $11.7K - $14.1K
6.45K $351M
EMHC
Spdr Bloomberg Emerging Market
1.17K
+ 12.77%
$23.06 - $24.61 $26.9K - $28.7K
10.3K $253M
SRLN
Ssga Active Trust

ETFs
660
+ 13.18%
$39.47 - $41.59 $26.1K - $27.4K
5.67K $236M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
299
+ 0.98%
$99.1 - $99.49 $29.6K - $29.7K
30.8K $3.07B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
117
+ 2.38%
$116.93 - $119.39 $13.7K - $14K
5.03K $598M
LOW
Lowes Companies Inc

Consumer Cyclical
212
+ 8.3%
$210.83 - $235.28 $44.7K - $49.9K
2.77K $614M
JHSC
John Hancock ETF Tr Multifacto

ETFs
15
+ 0.16%
$32.47 - $39.09 $487 - $586
9.46K $370M
FSIG
First Tr ETF Iv LTD Duration I
44
+ 0.06%
$18.77 - $19.14 $826 - $842
76.1K $1.46B
HYLS
First Tr Tactical High Yield L

ETFs
76
+ 0.8%
$39.8 - $41.84 $3.02K - $3.18K
9.57K $400M
IEF
Ishares Barclays

ETFs
34
+ 0.54%
$93.15 - $96.56 $3.17K - $3.28K
6.37K $610M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
145
+ 0.66%
$12.71 - $14.52 $1.84K - $2.11K
22.1K $308M
SHEL
Shell PLC

Energy
325
+ 1.13%
$59.75 - $73.05 $19.4K - $23.7K
29.2K $2.06B
EMN
Eastman Chemical CO

Basic Materials
536
+ 4.56%
$72.7 - $88.29 $39K - $47.3K
12.3K $918M
PEP
Pepsico Inc

Consumer Defensive
143
+ 1.57%
$128.02 - $151.37 $18.3K - $21.6K
9.22K $1.22B
UPS
United Parcel Service Inc

Industrials
777
+ 1.9%
$91.92 - $110.2 $71.4K - $85.6K
41.7K $4.21B
UNH
Unitedhealth Group Inc

Healthcare
23
+ 1.43%
$274.35 - $599.47 $6.31K - $13.8K
1.64K $511M
Activity Summary
Buys All Purchases 74 New Holdings 34 Increased Positions 40 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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