Iams Wealth Management, LLC Incresed Positions in Q3 2025

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
9.28K
+ 67.42%
$202.38 - $256.87 $1.88M - $2.38M
23K $5.87B
GOOGL
Alphabet Inc.

Communication Services
9.88K
+ 268.01%
$174.36 - $254.72 $1.72M - $2.52M
13.6K $3.3B
SPY
Spdr S&P 500 ETF Trust

ETFs
882
+ 4.98%
$617.65 - $666.84 $545K - $588K
18.6K $12.4B
NVDA
Nvidia Corp

Technology
3.38K
+ 13.89%
$153.3 - $186.58 $518K - $630K
27.7K $5.17B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
13.5K
+ 17.85%
$91.44 - $91.77 $1.24M - $1.24M
89.3K $8.19B
META
Meta Platforms, Inc.

Communication Services
1.5K
+ 60.71%
$695.21 - $791.73 $1.04M - $1.19M
3.98K $2.92B
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
31.6K
+ 68.39%
$26.52 - $27.64 $838K - $874K
77.8K $2.15B
GOOG
Alphabet Inc.

Communication Services
2.28K
+ 42.28%
$175.16 - $255.24 $399K - $582K
7.67K $1.87B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.75K
+ 136.95%
$459.11 - $506.91 $805K - $889K
3.03K $1.52B
AMZN
Amazon Com Inc

Consumer Cyclical
3.11K
+ 32.55%
$211.65 - $238.24 $659K - $742K
12.7K $2.78B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.3K
+ 9.05%
$31.79 - $33.42 $360K - $379K
137K $4.56B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
5.39K
+ 17.47%
$99.12 - $99.52 $534K - $536K
36.2K $3.61B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
15.6K
+ 26.87%
$28.95 - $29.73 $451K - $463K
73.6K $2.19B
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.43K
+ 31.52%
$51.78 - $57.89 $333K - $372K
26.8K $1.54B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
9.85K
+ 22.98%
$43.36 - $44.8 $427K - $441K
52.7K $2.34B
WMT
Walmart Inc.

Consumer Defensive
4.07K
+ 56.01%
$94.4 - $104.27 $384K - $424K
11.3K $1.17B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
21.5K
+ 76.61%
$20.84 - $21.03 $449K - $453K
49.6K $1.04B
CLOI
Vaneck ETF Tr

ETFs
8.26K
+ 68.94%
$52.8 - $53.1 $436K - $439K
20.2K $1.07B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
9.67K
+ 16.72%
$33.07 - $34.84 $320K - $337K
67.5K $2.35B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.68K
+ 82.62%
$42.26 - $47.16 $324K - $362K
17K $786M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.09K
+ 46.51%
$39.8 - $42.86 $322K - $347K
25.5K $1.09B
Valued Advisers Tr
14.5K
+ 57.68%
N/A
39.7K $1.01B
MCD
Mcdonalds Corp

Consumer Cyclical
853
+ 14.41%
$291.67 - $316.99 $249K - $270K
6.77K $2.06B
AJG
Arthur J. Gallagher & Co.

Financial Services
1.29K
+ 18.8%
$284.17 - $319.49 $365K - $411K
8.12K $2.52B
PM
Philip Morris International Inc.

Consumer Defensive
2.05K
+ 178.11%
$157.77 - $183.27 $323K - $376K
3.2K $519M
PG
Procter & Gamble CO

Consumer Defensive
2.58K
+ 14.96%
$150.47 - $161.22 $389K - $417K
19.9K $3.05B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
11.7K
+ 69.6%
$24.73 - $25.29 $289K - $295K
28.4K $717M
ACN
Accenture PLC

Technology
2.47K
+ 41.66%
$232.56 - $304.78 $574K - $752K
8.39K $2.07B
EVRG
Evergy, Inc.

Utilities
3.02K
+ 33.61%
$67.73 - $76.02 $204K - $229K
12K $912M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.25K
+ 20.71%
$42.67 - $46.91 $181K - $199K
24.8K $1.16B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
576
+ 25.22%
$224.68 - $282.71 $129K - $163K
2.86K $799M
Spdr Series Trust
9.08K
+ 88.49%
N/A
19.3K $554M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.29K
+ 69.96%
$49.78 - $50.75 $263K - $269K
12.9K $651M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.35K
+ 70.22%
$78.96 - $80.04 $265K - $268K
8.12K $649M
VRIG
Invesco Actively Managed ETF F

ETFs
10.5K
+ 69.73%
$25.04 - $25.16 $264K - $265K
25.6K $643M
CVX
Chevron Corp

Energy
893
+ 11.0%
$145.57 - $161.83 $130K - $145K
9.01K $1.4B
GILD
Gilead Sciences, Inc.

Healthcare
1.88K
+ 8.03%
$108.22 - $120.47 $203K - $226K
25.3K $2.81B
COST
Costco Wholesale Corp

Consumer Defensive
250
+ 69.83%
$915.95 - $994.57 $229K - $249K
608 $563M
AZN
Astrazeneca PLC

Healthcare
350
+ 1.32%
$68.72 - $82.11 $24.1K - $28.7K
26.8K $2.06B
VOOV
Vanguard S&P 500 Value ETF

ETFs
832
+ 21.89%
$187.97 - $199.47 $156K - $166K
4.63K $924M
COP
Conocophillips

Energy
1.26K
+ 7.1%
$91.0 - $98.99 $115K - $125K
19.1K $1.8B
NVO
Novo Nordisk A S

Healthcare
12.6K
+ 34.42%
$45.38 - $71.7 $573K - $905K
49.3K $2.73B
EQIX
Equinix Inc

Real Estate
255
+ 22.25%
$756.7 - $811.13 $193K - $207K
1.4K $1.1B
LOW
Lowes Companies Inc

Consumer Cyclical
360
+ 13.01%
$215.01 - $273.02 $77.4K - $98.3K
3.13K $786M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
154
+ 7.58%
$393.18 - $439.39 $60.5K - $67.7K
2.19K $953M
SCI
Service Corp International

Consumer Cyclical
1.5K
+ 14.15%
$75.63 - $83.25 $114K - $125K
12.1K $1.01B
PEP
Pepsico Inc

Consumer Defensive
466
+ 5.05%
$133.81 - $152.16 $62.4K - $70.9K
9.69K $1.36B
IEFA
Ishares Tr

ETFs
1.48K
+ 48.81%
$81.7 - $87.53 $121K - $130K
4.52K $394M
V
Visa Inc.

Financial Services
413
+ 68.49%
$332.09 - $358.86 $137K - $148K
1.02K $347M
Activity Summary
Buys All Purchases 119 New Holdings 28 Increased Positions 91 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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