Iams Wealth Management, LLC Incresed Positions in Q1 2025

Iams Wealth Management, LLC

  • $218 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
5.23K
+ 162.26%
$258.59 - $327.36 $1.35M - $1.71M
8.45K $2.63B
RDVY
First Trust Rising Dividend Ac

ETFs
22K
+ 568.44%
$57.22 - $63.39 $1.26M - $1.39M
25.8K $1.51B
CSCO
Cisco Systems, Inc.

Technology
19.2K
+ 431.33%
$58.74 - $64.87 $1.13M - $1.25M
23.6K $1.46B
QTEC
First Trust Nasdaq 100 Technol

ETFs
6.06K
+ 99.49%
$174.52 - $210.67 $1.06M - $1.28M
12.2K $2.11B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15.4K
+ 62.31%
$33.84 - $37.77 $520K - $580K
40K $1.46B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
24.4K
+ 25.43%
$24.66 - $26.1 $602K - $637K
120K $3.01B
NVO
Novo Nordisk A S

Healthcare
13.2K
+ 55.39%
$69.3 - $90.95 $913K - $1.2M
36.9K $2.57B
DD
Du Pont De Nemours, Inc.

Basic Materials
6.11K
+ 25.54%
$72.7 - $84.32 $444K - $515K
30K $2.24B
LHX
L3 Harris Technologies, Inc.

Industrials
2.02K
+ 21.32%
$194.65 - $222.86 $393K - $450K
11.5K $2.4B
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.26K
+ 126.64%
$85.29 - $92.57 $363K - $394K
7.62K $694M
META
Meta Platforms, Inc.

Communication Services
658
+ 37.95%
$576.74 - $736.67 $379K - $485K
2.39K $1.38B
AZN
Astrazeneca PLC

Healthcare
1.18K
+ 4.37%
$65.37 - $77.96 $77.3K - $92.2K
28.3K $2.08B
TDIV
First Trust Nasdaq Technology

ETFs
6.54K
+ 15.87%
$73.39 - $83.95 $480K - $549K
47.8K $3.52B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
13.6K
+ 15.78%
$29.68 - $32.59 $404K - $444K
99.9K $2.98B
CMCSA
Comcast Corp

Communication Services
7.95K
+ 16.73%
$33.19 - $38.23 $264K - $304K
55.5K $2.05B
MCHP
Microchip Technology Inc

Technology
10.2K
+ 39.05%
$48.41 - $64.3 $495K - $658K
36.4K $1.76B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
8.53K
+ 23.93%
$28.55 - $29.09 $243K - $248K
44.2K $1.27B
PEP
Pepsico Inc

Consumer Defensive
1.41K
+ 18.4%
$142.64 - $156.42 $201K - $221K
9.08K $1.36B
HD
Home Depot, Inc.

Consumer Cyclical
856
+ 16.23%
$347.25 - $424.87 $297K - $364K
6.13K $2.25B
Spdr Ser Tr
6.09K
+ 56.28%
N/A
16.9K $469M
V
Visa Inc.

Financial Services
370
+ 26.35%
$306.92 - $362.71 $114K - $134K
1.77K $622M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
126
+ 9.96%
$442.66 - $534.52 $55.8K - $67.3K
1.39K $741M
CTAS
Cintas Corp

Industrials
493
+ 19.52%
$182.09 - $208.14 $89.8K - $103K
3.02K $620M
JNJ
Johnson & Johnson

Healthcare
357
+ 7.72%
$142.06 - $167.7 $50.7K - $59.9K
4.98K $826M
COP
Conocophillips

Energy
321
+ 1.55%
$88.6 - $105.85 $28.4K - $34K
21K $2.21B
PG
Procter & Gamble CO

Consumer Defensive
617
+ 3.53%
$158.56 - $176.26 $97.8K - $109K
18.1K $3.09B
Valued Advisers Tr
5.89K
+ 13.3%
N/A
50.2K $1.28B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.75K
+ 20.39%
$81.83 - $82.67 $143K - $144K
10.3K $854M
ACN
Accenture PLC

Technology
1.15K
+ 21.55%
$300.91 - $398.25 $347K - $460K
6.51K $2.03B
EMN
Eastman Chemical CO

Basic Materials
1.91K
+ 19.39%
$87.05 - $103.47 $166K - $198K
11.8K $1.04B
CLOI
Vaneck ETF Tr

ETFs
2.37K
+ 22.28%
$52.68 - $53.16 $125K - $126K
13K $686M
FTGS
First Tr Exchange Traded Fd Gr
9.75K
+ 9.33%
N/A
114K $3.4B
IEF
Ishares Barclays

ETFs
1.05K
+ 19.79%
$91.17 - $95.39 $95.4K - $99.8K
6.33K $604M
ROP
Roper Technologies Inc

Industrials
84
+ 9.15%
$502.71 - $593.81 $42.2K - $49.9K
1K $591M
SCI
Service Corp International

Consumer Cyclical
1.3K
+ 13.46%
$75.99 - $84.16 $98.6K - $109K
10.9K $878M
First Tr Exchange Traded Fd
4.59K
+ 19.74%
N/A
27.8K $564M
FDT
First Trust Developed Markets

ETFs
119
+ 0.53%
$53.51 - $60.98 $6.37K - $7.26K
22.7K $1.32B
BWXT
Bwx Technologies, Inc.

Industrials
1.58K
+ 35.4%
$96.59 - $128.46 $153K - $203K
6.04K $596M
STZ
Constellation Brands, Inc.

Consumer Defensive
761
+ 50.8%
$161.05 - $222.93 $123K - $170K
2.26K $415M
USB
Us Bancorp \De\

Financial Services
6.47K
+ 18.73%
$40.92 - $50.9 $265K - $329K
41K $1.73B
IVE
Ishares S&P 500 Value ETF

ETFs
428
+ 4.65%
$185.78 - $198.58 $79.5K - $85K
9.64K $1.84B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.35K
+ 19.6%
$48.43 - $49.86 $65.6K - $67.5K
8.26K $412M
ADI
Analog Devices Inc

Technology
683
+ 11.99%
$201.56 - $243.82 $138K - $167K
6.38K $1.29B
SYK
Stryker Corp

Healthcare
157
+ 10.81%
$355.18 - $399.9 $55.8K - $62.8K
1.61K $599M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
896
+ 20.88%
$77.7 - $78.94 $69.6K - $70.7K
5.19K $409M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.48K
+ 22.1%
$50.29 - $50.5 $74.3K - $74.6K
8.16K $411M
LOW
Lowes Companies Inc

Consumer Cyclical
432
+ 20.35%
$222.66 - $268.42 $96.2K - $116K
2.56K $596M
FEM
First Trust Emerging Markets A

ETFs
1.79K
+ 6.59%
$21.28 - $23.9 $38.1K - $42.8K
29K $663M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.42K
+ 14.1%
$24.5 - $24.95 $59.2K - $60.3K
19.5K $484M
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
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