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
PLTR
Palantir Technologies Inc.

Technology
250
+ 14.75%
$130.68 - $186.97 $32.7K - $46.7K
1.95K $355M
ROP
Roper Technologies Inc

Industrials
370
+ 38.78%
$495.03 - $573.0 $183K - $212K
1.32K $660M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.18K
+ 34.22%
$96.22 - $98.19 $114K - $116K
4.63K $454M
ABT
Abbott Laboratories

Healthcare
1.1K
+ 7.59%
$120.51 - $136.62 $133K - $151K
15.6K $2.1B
DEO
Diageo PLC

Consumer Defensive
1.49K
+ 27.7%
$93.64 - $115.33 $140K - $172K
6.87K $656M
MO
Altria Group, Inc.

Consumer Defensive
1.15K
+ 27.61%
$57.75 - $67.68 $66.6K - $78K
5.33K $352M
JHMM
John Hancock Multifactor Mid C

ETFs
1.19K
+ 19.35%
$61.22 - $65.26 $73K - $77.9K
7.36K $476M
VIG
Vanguard Dividend Appreciation

ETFs
335
+ 14.1%
N/A
2.71K $585M
JHSC
John Hancock ETF Tr Multifacto

ETFs
1.72K
+ 18.2%
$39.08 - $42.37 $67.3K - $73K
11.2K $468M
HWM
Howmet Aerospace Inc.

Industrials
441
+ 38.55%
$171.0 - $196.23 $75.4K - $86.5K
1.59K $311M
VGSH
Vanguard

ETFs
1.5K
+ 10.13%
$58.43 - $58.88 $87.7K - $88.4K
16.3K $960M
GLD
Spdr Gold Trust

ETFs
52
+ 3.77%
$300.96 - $355.47 $15.6K - $18.5K
1.43K $509M
SO
Southern CO

Utilities
856
+ 38.89%
$90.83 - $96.0 $77.8K - $82.2K
3.06K $290M
CTAS
Cintas Corp

Industrials
663
+ 23.68%
$199.29 - $226.27 $132K - $150K
3.46K $711M
LGOV
First Tr ETF Iv Long Duration

ETFs
3.07K
+ 6.2%
$20.98 - $22.03 $64.4K - $67.6K
52.6K $1.14B
SYK
Stryker Corp

Healthcare
296
+ 19.22%
$368.57 - $403.53 $109K - $119K
1.84K $679M
VZ
Verizon Communications Inc

Communication Services
1.25K
+ 16.49%
$40.84 - $45.06 $51.1K - $56.4K
8.84K $389M
IEF
Ishares Barclays

ETFs
570
+ 8.95%
$93.91 - $97.26 $53.5K - $55.4K
6.94K $669M
RF
Regions Financial Corp

Financial Services
979
+ 8.62%
$24.03 - $27.41 $23.5K - $26.8K
12.3K $325M
CMCSA
Comcast Corp

Communication Services
9.35K
+ 16.93%
$31.41 - $36.33 $294K - $340K
64.6K $2.03B
VGIT
Vanguard Intermediate Term Tre

ETFs
845
+ 8.66%
$58.97 - $60.36 $49.8K - $51K
10.6K $636M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
413
+ 8.22%
$117.65 - $120.08 $48.6K - $49.6K
5.44K $650M
CEG
Constellation Energy Corp

Utilities
136
+ 18.66%
$298.82 - $354.89 $40.6K - $48.3K
865 $285M
XLU
Utilities Sector Spdr

ETFs
313
+ 8.88%
$81.14 - $87.32 $25.4K - $27.3K
3.84K $335M
CSCO
Cisco Systems, Inc.

Technology
701
+ 14.9%
$66.2 - $71.79 $46.4K - $50.3K
5.41K $370M
FDL
First Tr Morningstar Dividend

ETFs
336
+ 2.72%
$41.96 - $44.59 $14.1K - $15K
12.7K $550M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
284
+ 10.16%
$98.52 - $103.93 $28K - $29.5K
3.08K $317M
HON
Honeywell International Inc

Industrials
1.28K
+ 12.05%
$207.7 - $240.4 $266K - $308K
11.9K $2.51B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
212
+ 0.58%
$49.05 - $49.99 $10.4K - $10.6K
37.1K $1.85B
XLI
Industrial Sector Spdr

ETFs
51
+ 1.63%
$147.94 - $154.99 $7.54K - $7.9K
3.19K $492M
VUG
Vanguard Growth ETF

ETFs
14
+ 2.81%
$433.97 - $484.08 $6.08K - $6.78K
512 $246M
VGLT
Vanguard Long Term Treasury Et

ETFs
427
+ 10.53%
$54.21 - $57.41 $23.1K - $24.5K
4.48K $255M
SPMD
Spdr Portfolio

ETFs
152
+ 2.36%
$54.43 - $58.29 $8.27K - $8.86K
6.6K $378M
HYLS
First Tr Tactical High Yield L

ETFs
507
+ 5.3%
$41.62 - $42.32 $21.1K - $21.5K
10.1K $424M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
234
+ 0.98%
$48.72 - $50.73 $11.4K - $11.9K
24.1K $1.19B
DIS
Walt Disney CO

Communication Services
417
+ 10.73%
$112.25 - $124.0 $46.8K - $51.7K
4.31K $493M
FID
First Tr Exchange Trded Fd Vi

ETFs
202
+ 1.86%
$19.17 - $20.16 $3.87K - $4.07K
11.1K $218M
SRLN
Ssga Active Trust

ETFs
101
+ 1.78%
$41.28 - $41.65 $4.17K - $4.21K
5.77K $240M
EMN
Eastman Chemical CO

Basic Materials
1.8K
+ 14.61%
$58.79 - $81.56 $106K - $146K
14.1K $888M
UPS
United Parcel Service Inc

Industrials
3.23K
+ 7.74%
$82.58 - $105.54 $267K - $341K
45K $3.76B
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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