Iams Wealth Management, LLC Purchases and Sells in Q2 2025

Iams Wealth Management, LLC

$218 Billion
Q2 2025

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	2.77K + 22.39%	$354.56 - $497.45 $981K - $1.38M	15.1K $7.52B
NVDA	2.3K + 10.43%	$94.31 - $157.99 $217K - $363K	24.3K $3.84B
TSLA	3.78K + 105.68%	$221.86 - $362.89 $838K - $1.37M	7.35K $2.34B
RDVY	20.5K + 79.29%	$51.6 - $62.74 $1.06M - $1.28M	46.3K $2.9B
SPY	449 + 2.6%	$496.48 - $617.85 $223K - $277K	17.7K $10.9B
FTGS	785 + 0.69%	N/A	115K $3.94B

New Holdings

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NFLX	1.31K New	$855.86 - $1339.13 $1.12M - $1.75M	1.31K $1.75B
LISTED FDS TR	49.4K New	N/A	49.4K $1.22B
VOO	1.68K New	$456.74 - $568.03 $767K - $954K	1.68K $954M
SPMO	7.93K New	$82.32 - $112.47 $653K - $892K	7.93K $892M
VGSH	14.8K New	$58.32 - $58.95 $864K - $873K	14.8K $871M
HYLB	22.7K New	$34.72 - $36.92 $788K - $838K	22.7K $838M

Top Sells

Reduced Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BUFD	-74.2K - 61.62%	$23.45 - $26.56 $1.74M - $1.97M	46.2K $1.23B
AMGN	-5.2K - 61.54%	$262.28 - $309.85 $1.36M - $1.61M	3.25K $908M
CSCO	-18.9K - 80.1%	$53.19 - $69.38 $1.01M - $1.31M	4.7K $326M
BUFR	-46.7K - 27.16%	$27.3 - $31.8 $1.27M - $1.48M	125K $3.98B
BUFQ	-42.1K - 42.14%	$27.46 - $33.2 $1.16M - $1.4M	57.8K $1.92B
KNG	-19.4K - 44.86%	$45.3 - $50.64 $879K - $982K	23.8K $1.17B

Activity Summary All Purchases 74 New Holdings 34 Increased Positions 40 All Sells 86 Reductions 86 Sold out 0 Calls 0 Puts 0

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