Iams Wealth Management, LLC Incresed Positions in Q3 2024

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FAAR
First Trust Vii Alternative Ab

ETFs
5.38K
+ 36.16%
$27.83 - $28.78 $150K - $155K
20.2K $563M
SRE
Sempra Energy

Utilities
822
+ 9.49%
$74.97 - $84.04 $61.6K - $69.1K
9.48K $793M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
3.2K
+ 4.53%
$23.78 - $25.04 $76K - $80K
73.8K $1.85B
JNJ
Johnson & Johnson

Healthcare
2
+ 0.02%
$145.48 - $167.38 $291 - $335
8.11K $1.31B
FEP
First Trust Europe Alphadex Fu

ETFs
2.44K
+ 17.52%
$35.46 - $39.44 $86.5K - $96.2K
16.4K $637M
ROP
Roper Technologies Inc

Industrials
223
+ 53.35%
$515.25 - $576.55 $115K - $129K
641 $357M
FEM
First Trust Emerging Markets A

ETFs
4.55K
+ 20.48%
$22.14 - $24.52 $101K - $112K
26.8K $641M
XLI
Industrial Sector Spdr

ETFs
551
+ 25.15%
$120.56 - $135.44 $66.4K - $74.6K
2.74K $371M
V
Visa Inc.

Financial Services
326
+ 28.37%
$253.74 - $291.56 $82.7K - $95K
1.48K $406M
UPS
United Parcel Service Inc

Industrials
885
+ 2.18%
$123.32 - $147.38 $109K - $130K
41.5K $5.66B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.44K
+ 19.25%
$41.02 - $46.01 $58.9K - $66K
8.89K $405M
DEO
Diageo PLC

Consumer Defensive
268
+ 6.84%
$120.02 - $140.77 $32.2K - $37.7K
4.19K $587M
SPMD
Spdr Portfolio

ETFs
1.44K
+ 36.56%
$50.29 - $54.92 $72.3K - $78.9K
5.37K $294M
FJP
First Trust Japan Alphadex Fun

ETFs
1.03K
+ 11.2%
$46.62 - $54.91 $48K - $56.6K
10.2K $555M
PEP
Pepsico Inc

Consumer Defensive
265
+ 4.12%
$161.9 - $179.3 $42.9K - $47.5K
6.7K $1.14B
LLY
Eli Lilly & CO

Healthcare
96
+ 21.82%
$772.14 - $960.02 $74.1K - $92.2K
536 $475M
CVX
Chevron Corp

Energy
1.26K
+ 10.45%
$137.88 - $161.97 $173K - $204K
13.3K $1.96B
IWD
Ishares Russell 1000 Val ETF

ETFs
105
+ 3.06%
$173.36 - $189.8 $18.2K - $19.9K
3.54K $672M
WFC
Wells Fargo & Company

Financial Services
2.84K
+ 8.77%
$51.58 - $60.97 $146K - $173K
35.1K $1.99B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
533
+ 20.23%
$96.3 - $106.49 $51.3K - $56.8K
3.17K $332M
FID
First Tr Exchange Trded Fd Vi

ETFs
2.27K
+ 20.03%
$15.76 - $17.74 $35.8K - $40.3K
13.6K $239M
IWP
Ishares Russell Mid Cap Growth

ETFs
69
+ 1.09%
$103.87 - $117.59 $7.17K - $8.11K
6.41K $752M
COP
Conocophillips

Energy
1.9K
+ 11.62%
$102.3 - $116.61 $194K - $221K
18.2K $1.92B
AMGN
Amgen Inc

Healthcare
72
+ 2.92%
$309.38 - $337.38 $22.3K - $24.3K
2.54K $818M
GOOGL
Alphabet Inc.

Communication Services
791
+ 13.85%
$148.65 - $191.18 $118K - $151K
6.5K $1.08B
MCHP
Microchip Technology Inc

Technology
2.69K
+ 16.66%
$72.0 - $95.98 $194K - $258K
18.9K $1.51B
FEMB
First Tr ETF Emerging Markets

ETFs
541
+ 5.9%
$26.93 - $29.14 $14.6K - $15.8K
9.71K $281M
HUSV
First Tr ETF Iii Horizon Manag
325
+ 4.95%
N/A
6.89K $264M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
482
+ 3.85%
$19.74 - $20.07 $9.51K - $9.67K
13K $260M
FMB
First Tr Exchange Traded Fd Ii

ETFs
157
+ 3.47%
$51.0 - $52.05 $8.01K - $8.17K
4.68K $243M
SHEL
Shell PLC

Energy
647
+ 2.64%
$65.65 - $73.28 $42.5K - $47.4K
25.2K $1.66B
NVO
Novo Nordisk A S

Healthcare
1.14K
+ 7.21%
$119.07 - $145.42 $136K - $166K
17K $2.02B
Activity Summary
Buys All Purchases 104 New Holdings 21 Increased Positions 83 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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