Iams Wealth Management, LLC Incresed Positions in Q1 2025

Iams Wealth Management, LLC

  • $218 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
428
+ 13.12%
$97.25 - $104.79 $41.6K - $44.9K
3.69K $383M
FBT
First Trust Nyse Arca Biotechn

ETFs
223
+ 4.39%
$164.86 - $182.19 $36.8K - $40.6K
5.3K $902M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
872
+ 2.06%
$49.22 - $51.73 $42.9K - $45.1K
43.2K $2.18B
LLY
Eli Lilly & CO

Healthcare
45
+ 13.93%
$725.72 - $929.72 $32.7K - $41.8K
368 $304M
PNC
Pnc Financial Services Group, Inc.

Financial Services
945
+ 14.16%
$168.84 - $202.89 $160K - $192K
7.62K $1.34B
Vaneck Bitcoin ETF
13K
+ 406.08%
N/A
16.1K $376M
SRE
Sempra Energy

Utilities
2.55K
+ 28.34%
$67.85 - $87.67 $173K - $223K
11.5K $824M
NVDA
Nvidia Corp

Technology
4.5K
+ 25.71%
$106.98 - $149.43 $482K - $673K
22K $2.39B
JHMM
John Hancock Multifactor Mid C

ETFs
785
+ 14.35%
$55.69 - $63.12 $43.7K - $49.5K
6.26K $359M
DEO
Diageo PLC

Consumer Defensive
1.3K
+ 26.34%
$104.79 - $126.12 $137K - $164K
6.25K $655M
JHSC
John Hancock ETF Tr Multifacto

ETFs
1.2K
+ 14.54%
$36.26 - $41.89 $43.5K - $50.2K
9.45K $352M
XLU
Utilities Sector Spdr

ETFs
124
+ 3.53%
$74.7 - $80.27 $9.26K - $9.95K
3.63K $286M
XLI
Industrial Sector Spdr

ETFs
168
+ 5.58%
$128.78 - $141.67 $21.6K - $23.8K
3.18K $417M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.3K
+ 10.43%
$45.72 - $51.73 $105K - $119K
24.3K $1.12B
EQIX
Equinix Inc

Real Estate
205
+ 17.51%
$803.0 - $959.97 $165K - $197K
1.38K $1.12B
IVV
Ishares Core S&P 500 ETF

ETFs
90
+ 6.97%
$554.06 - $615.85 $49.9K - $55.4K
1.38K $777M
Listed Fd Tr
1.13K
+ 24.1%
N/A
5.8K $266M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
358
+ 7.71%
N/A
5K $440M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
269
+ 7.64%
$96.88 - $111.25 $26.1K - $29.9K
3.79K $379M
FMF
First Trust Managed Futures St

ETFs
861
+ 3.76%
$45.87 - $48.39 $39.5K - $41.7K
23.8K $1.1B
HON
Honeywell International Inc

Industrials
751
+ 6.91%
$202.75 - $226.52 $152K - $170K
11.6K $2.46B
GOOG
Alphabet Inc.

Communication Services
943
+ 21.8%
$156.06 - $207.71 $147K - $196K
5.27K $823M
SPMD
Spdr Portfolio

ETFs
360
+ 6.18%
$50.21 - $57.73 $18.1K - $20.8K
6.19K $317M
DIS
Walt Disney CO

Communication Services
318
+ 8.59%
$96.87 - $114.0 $30.8K - $36.3K
4.02K $397M
MSFT
Microsoft Corp

Technology
1.29K
+ 11.65%
$375.39 - $447.2 $484K - $576K
12.4K $4.64B
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
851
+ 3.02%
$49.85 - $56.22 $42.4K - $47.8K
29.1K $1.48B
AVGO
Broadcom Inc.

Technology
3.11K
+ 33.22%
$167.43 - $244.7 $521K - $762K
12.5K $2.09B
SPY
Spdr S&P 500 ETF Trust

ETFs
563
+ 3.37%
$551.42 - $612.93 $310K - $345K
17.3K $9.66B
AMZN
Amazon Com Inc

Consumer Cyclical
998
+ 8.24%
$190.26 - $242.06 $190K - $242K
13.1K $2.49B
GOOGL
Alphabet Inc.

Communication Services
447
+ 6.39%
$154.33 - $206.19 $69K - $92.2K
7.44K $1.15B
UPS
United Parcel Service Inc

Industrials
2.41K
+ 6.26%
$109.66 - $136.26 $265K - $329K
41K $4.51B
QQQ
Invesco Qqq Trust, Series 1

ETFs
924
+ 3.67%
$468.34 - $539.52 $433K - $499K
26.1K $12.2B
Activity Summary
Buys All Purchases 97 New Holdings 14 Increased Positions 83 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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