Iams Wealth Management, LLC Reduced Holdings in Q1 2025

Iams Wealth Management, LLC

  • $218 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-129K
- 73.58%
$42.4 - $44.11 $5.45M - $5.67M
46.2K $2.02B
FTCS
First Trust Capital Strength E

ETFs
-20.1K
- 52.23%
$86.39 - $91.35 $1.74M - $1.84M
18.4K $1.65B
FDN
First Tr Fd Dow Jones

ETFs
-4.7K
- 43.49%
$221.38 - $266.86 $1.04M - $1.25M
6.11K $1.36B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.46K
- 29.05%
$222.15 - $428.22 $325K - $626K
3.57K $926M
FVD
First Tr Value Line Divid Inde

ETFs
-25.9K
- 25.02%
$42.61 - $45.51 $1.1M - $1.18M
77.5K $3.46B
FXH
First Tr Exchange Trd Fd Healt

ETFs
-9.63K
- 81.46%
$102.5 - $112.02 $987K - $1.08M
2.19K $227M
FTA
First Tr Large Cap Value

ETFs
-12.3K
- 26.71%
$74.42 - $80.34 $913K - $986K
33.7K $2.58B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-9.48K
- 10.92%
$91.45 - $91.75 $867K - $870K
77.4K $7.1B
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.85K
- 14.01%
$92.45 - $106.69 $356K - $411K
23.6K $2.19B
AAPL
Apple Inc.

Technology
-299
- 1.82%
$209.68 - $247.1 $62.7K - $73.9K
16.1K $3.58B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-16.4K
- 51.71%
$27.01 - $28.54 $444K - $469K
15.4K $429M
HYLS
First Tr Tactical High Yield L

ETFs
-8.59K
- 47.48%
$40.95 - $41.77 $352K - $359K
9.5K $390M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-6.97K
- 12.24%
$48.31 - $49.23 $337K - $343K
50K $2.46B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-11.7K
- 27.18%
$26.64 - $27.14 $313K - $319K
31.5K $843M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-5.58K
- 52.18%
$40.03 - $46.81 $223K - $261K
5.11K $208M
UNH
Unitedhealth Group Inc

Healthcare
-587
- 26.67%
$461.52 - $548.18 $271K - $322K
1.61K $845M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-2.37K
- 7.2%
$99.16 - $99.52 $235K - $236K
30.5K $3.04B
FTLS
First Tr Long/Short Equity ETF

ETFs
-2.75K
- 21.94%
$63.42 - $68.17 $174K - $187K
9.76K $626M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-91
- 2.57%
$212.17 - $267.17 $19.3K - $24.3K
3.44K $728M
XLC
Select Sector Spdr Tr Communic

ETFs
-556
- 7.29%
$94.84 - $105.31 $52.7K - $58.6K
7.07K $682M
GLD
Spdr Gold Trust

ETFs
-315
- 22.76%
$243.19 - $288.14 $76.6K - $90.8K
1.07K $308M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-299
- 5.74%
$114.57 - $117.99 $34.3K - $35.3K
4.91K $580M
First Tr Exchange Traded Fd
-2.05K
- 2.93%
N/A
67.8K $1.41B
WFC
Wells Fargo & Company

Financial Services
-970
- 2.77%
$66.78 - $81.42 $64.8K - $79K
34K $2.44B
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-428
- 5.08%
$30.35 - $33.16 $13K - $14.2K
8K $256M
FID
First Tr Exchange Trded Fd Vi

ETFs
-1.03K
- 7.54%
$15.83 - $17.53 $16.2K - $18K
12.6K $217M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-119
- 1.07%
$19.8 - $19.97 $2.36K - $2.38K
11K $219M
JPM
Jpmorgan Chase & CO

Financial Services
-272
- 2.3%
$225.19 - $279.95 $61.3K - $76.1K
11.6K $2.84B
KMI
Kinder Morgan, Inc.

Energy
-89
- 1.16%
$26.1 - $31.22 $2.32K - $2.78K
7.6K $217M
FAAR
First Trust Vii Alternative Ab

ETFs
-313
- 1.43%
$27.81 - $28.97 $8.7K - $9.07K
21.6K $623M
FJP
First Trust Japan Alphadex Fun

ETFs
-296
- 2.77%
$49.98 - $57.59 $14.8K - $17K
10.4K $569M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-64
- 0.16%
$25.06 - $25.98 $1.6K - $1.66K
40.6K $1.05B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-257
- 0.86%
$37.07 - $40.63 $9.53K - $10.4K
29.6K $1.17B
FDL
First Tr Morningstar Dividend

ETFs
-364
- 2.82%
$39.69 - $43.83 $14.4K - $16K
12.5K $544M
FEP
First Trust Europe Alphadex Fu

ETFs
-1.31K
- 7.76%
$35.43 - $42.94 $46.3K - $56.1K
15.5K $634M
EVRG
Evergy, Inc.

Utilities
-558
- 5.27%
$59.9 - $69.52 $33.4K - $38.8K
10K $692M
XLE
Energy Sector Spdr

ETFs
-46
- 0.71%
$85.7 - $93.96 $3.94K - $4.32K
6.41K $599M
LGOV
First Tr ETF Iv Long Duration

ETFs
-122
- 0.16%
$20.41 - $21.7 $2.49K - $2.65K
78.3K $1.68B
RTX
Raytheon Technologies Corp

Industrials
-288
- 5.44%
$114.1 - $135.66 $32.9K - $39.1K
5.01K $663M
MCD
Mcdonalds Corp

Consumer Cyclical
-32
- 0.49%
$279.74 - $321.29 $8.95K - $10.3K
6.5K $2.03B
GILD
Gilead Sciences, Inc.

Healthcare
-3.63K
- 13.05%
$89.14 - $117.41 $324K - $426K
24.2K $2.71B
SHEL
Shell PLC

Energy
-1.67K
- 5.46%
$62.84 - $73.29 $105K - $122K
28.9K $2.12B
AJG
Arthur J. Gallagher & Co.

Financial Services
-820
- 10.3%
$275.89 - $345.24 $226K - $283K
7.14K $2.47B
CVX
Chevron Corp

Energy
-371
- 3.03%
$146.71 - $167.97 $54.4K - $62.3K
11.9K $1.98B
ABT
Abbott Laboratories

Healthcare
-860
- 4.93%
$111.1 - $140.22 $95.5K - $121K
16.6K $2.2B
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
Track This Portfolio

Track Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email