Iams Wealth Management, LLC Sells in Q4 2024

Iams Wealth Management, LLC

  • $219 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-61.9K
- 65.28%
$99.0 - $99.5 $6.12M - $6.16M
32.9K $3.26B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-24.4K
- 21.91%
$91.29 - $91.8 $2.22M - $2.24M
86.8K $7.94B
CSCO
Cisco Systems, Inc.

Technology
-17.4K
- 79.61%
$52.45 - $60.02 $911K - $1.04M
4.45K $263M
UPS
United Parcel Service Inc

Industrials
-2.99K
- 7.21%
$122.65 - $138.35 $367K - $414K
38.5K $4.86B
JNJ
Johnson & Johnson

Healthcare
-3.49K
- 43.0%
$143.34 - $165.86 $500K - $578K
4.62K $669M
FSIG
First Tr ETF Iv LTD Duration I
-16.2K
- 13.61%
$18.8 - $19.23 $305K - $312K
103K $1.95B
LLY
Eli Lilly & CO

Healthcare
-213
- 39.74%
$727.2 - $932.06 $155K - $199K
323 $249M
CVX
Chevron Corp

Energy
-1.06K
- 7.98%
$141.15 - $162.53 $150K - $172K
12.2K $1.77B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-376
- 22.91%
$442.29 - $483.08 $166K - $182K
1.27K $573M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.11K
- 19.33%
N/A
4.64K $430M
IWD
Ishares Russell 1000 Val ETF

ETFs
-584
- 16.5%
$183.23 - $199.79 $107K - $117K
2.96K $547M
HYLS
First Tr Tactical High Yield L

ETFs
-2.39K
- 11.66%
$41.29 - $42.03 $98.5K - $100K
18.1K $747M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-176
- 1.47%
$103.53 - $112.72 $18.2K - $19.8K
11.8K $1.23B
First Tr Exchange Traded Fd
-1.77K
- 2.47%
N/A
69.8K $1.43B
RDVY
First Trust Rising Dividend Ac

ETFs
-1.16K
- 23.11%
$58.65 - $64.37 $68.1K - $74.7K
3.86K $228M
META
Meta Platforms, Inc.

Communication Services
-154
- 8.16%
$554.08 - $632.68 $85.3K - $97.4K
1.73K $1.02B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-582
- 8.02%
$178.39 - $215.0 $104K - $125K
6.67K $1.29B
IWP
Ishares Russell Mid Cap Growth

ETFs
-891
- 13.89%
$116.4 - $138.52 $104K - $123K
5.52K $700M
RTX
Raytheon Technologies Corp

Industrials
-163
- 2.99%
$114.45 - $127.21 $18.7K - $20.7K
5.3K $613M
FDL
First Tr Morningstar Dividend

ETFs
-551
- 4.1%
$39.59 - $43.95 $21.8K - $24.2K
12.9K $519M
FEMB
First Tr ETF Emerging Markets

ETFs
-588
- 6.06%
$25.98 - $28.92 $15.3K - $17K
9.12K $237M
XLE
Energy Sector Spdr

ETFs
-304
- 4.5%
$83.32 - $97.27 $25.3K - $29.6K
6.45K $553M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-1.84K
- 14.14%
$19.8 - $20.06 $36.4K - $36.9K
11.2K $221M
ACN
Accenture PLC

Technology
-28
- 0.52%
$343.9 - $376.86 $9.63K - $10.6K
5.35K $1.88B
FID
First Tr Exchange Trded Fd Vi

ETFs
-16
- 0.12%
$16.06 - $17.64 $257 - $282
13.6K $221M
EQIX
Equinix Inc

Real Estate
-91
- 7.21%
$865.69 - $985.0 $78.8K - $89.6K
1.17K $1.1B
FTLS
First Tr Long/Short Equity ETF

ETFs
-592
- 4.52%
$63.1 - $67.29 $37.4K - $39.8K
12.5K $823M
EVRG
Evergy, Inc.

Utilities
-56
- 0.53%
$59.06 - $65.0 $3.31K - $3.64K
10.6K $652M
SRE
Sempra Energy

Utilities
-489
- 5.16%
$80.81 - $94.77 $39.5K - $46.3K
8.99K $789M
DLR
Digital Realty Trust, Inc.

Real Estate
-12
- 0.54%
$156.46 - $195.69 $1.88K - $2.35K
2.2K $390M
GOOG
Alphabet Inc.

Communication Services
-407
- 8.6%
$163.08 - $198.16 $66.4K - $80.7K
4.33K $824M
V
Visa Inc.

Financial Services
-71
- 4.81%
$273.87 - $320.91 $19.4K - $22.8K
1.4K $444M
GILD
Gilead Sciences, Inc.

Healthcare
-2.36K
- 7.82%
$83.95 - $97.9 $198K - $231K
27.8K $2.57B
CRM
Salesforce, Inc.

Technology
-6
- 0.33%
$270.87 - $367.87 $1.63K - $2.21K
1.84K $614M
BAC
Bank Of America Corp

Financial Services
-102
- 0.31%
$39.22 - $47.77 $4K - $4.87K
32.3K $1.42B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.8K
- 26.36%
$213.65 - $479.86 $385K - $865K
5.04K $2.03B
WFC
Wells Fargo & Company

Financial Services
-164
- 0.47%
$54.98 - $77.35 $9.02K - $12.7K
35K $2.46B
Activity Summary
Buys All Purchases 113 New Holdings 33 Increased Positions 80 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 1
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