Iams Wealth Management, LLC Portfolio Holdings by Sector
Iams Wealth Management, LLC
- $183 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BIL QQQ BILS SPY FIXD FTA FVD FTCS 66 stocks |
$98.5 Million
55.66% of portfolio
|
  36  
|
  28  
|
  15  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA MCHP ADI QCOM AVGO 5 stocks |
$7.13 Million
4.03% of portfolio
|
  4  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
GILD AZN JNJ AMGN LLY 5 stocks |
$5.61 Million
3.17% of portfolio
|
  4  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$5.56 Million
3.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$5.5 Million
3.11% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$4.44 Million
2.51% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$4.17 Million
2.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX SHEL XOM 3 stocks |
$4.11 Million
2.32% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
DD EMN 2 stocks |
$2.58 Million
1.46% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LHX RTX 2 stocks |
$2.56 Million
1.45% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB PNC 2 stocks |
$2.49 Million
1.41% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NVO 1 stocks |
$2.26 Million
1.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP HES 2 stocks |
$2.18 Million
1.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.17 Million
1.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$2.16 Million
1.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT SYK 2 stocks |
$2.11 Million
1.19% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$2 Million
1.13% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$1.84 Million
1.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.78 Million
1.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$1.72 Million
0.97% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
EQIX CCI DLR 3 stocks |
$1.7 Million
0.96% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$1.64 Million
0.93% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$1.6 Million
0.91% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
MAIN PTY BGT BHK EVV PHK 6 stocks |
$1.57 Million
0.89% of portfolio
|
  6  
|
- |
  6  
|
- |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$1.26 Million
0.71% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$1.06 Million
0.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
SRE BIP 2 stocks |
$1.06 Million
0.6% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$997,131
0.56% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$801,612
0.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$648,800
0.37% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$575,647
0.33% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
EVRG 1 stocks |
$570,339
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$493,945
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI 1 stocks |
$475,148
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
VICI 1 stocks |
$456,894
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$427,547
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$301,578
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$235,610
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$228,285
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
CSSE 1 stocks |
$2,231
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|