Iams Wealth Management, LLC Purchases and Sells in Q3 2025

Iams Wealth Management, LLC

$249 Billion
Q3 2025

Top Buys

Incresed Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	9.28K + 67.42%	$202.38 - $256.87 $1.88M - $2.38M	23K $5.87B
GOOGL	9.88K + 268.01%	$174.36 - $254.72 $1.72M - $2.52M	13.6K $3.3B
SPY	882 + 4.98%	$617.65 - $666.84 $545K - $588K	18.6K $12.4B
NVDA	3.38K + 13.89%	$153.3 - $186.58 $518K - $630K	27.7K $5.17B
BIL	13.5K + 17.85%	$91.44 - $91.77 $1.24M - $1.24M	89.3K $8.19B
META	1.5K + 60.71%	$695.21 - $791.73 $1.04M - $1.19M	3.98K $2.92B

New Holdings

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTSM	29.8K New	$59.81 - $60.11 $1.78M - $1.79M	29.8K $1.78B
WM	5.84K New	$213.88 - $237.1 $1.25M - $1.38M	5.84K $1.29B
SCHD	19.6K New	$26.38 - $27.95 $516K - $547K	19.6K $534M
XLF	9.45K New	$51.37 - $54.25 $485K - $512K	9.45K $509M
XAR	1.87K New	$205.52 - $234.96 $384K - $439K	1.87K $439M
ABBV	1.75K New	$184.85 - $231.54 $323K - $404K	1.75K $404M

Top Sells

Reduced Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-3.56K - 23.56%	$491.09 - $535.64 $1.75M - $1.91M	11.6K $5.99B
LISTED FDS TR	-35.4K - 71.62%	N/A	14K $373M
FISR	-27.6K - 48.29%	$25.39 - $26.21 $701K - $723K	29.5K $770M
AMGN	-1.51K - 46.49%	$271.18 - $309.22 $410K - $467K	1.74K $491M
IVW	-3.53K - 25.42%	$108.97 - $121.65 $384K - $429K	10.4K $1.25B
MCHP	-1.88K - 9.47%	$60.95 - $75.26 $115K - $142K	18K $1.16B

Activity Summary All Purchases 119 New Holdings 28 Increased Positions 91 All Sells 58 Reductions 58 Sold out 0 Calls 0 Puts 0

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