Iams Wealth Management, LLC New Holdings in Q3 2024

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
6.17K
New
$175.14 - $206.36 $1.08M - $1.27M
6.17K $1.27B
CSCO
Cisco Systems, Inc.

Technology
21.8K
New
$44.74 - $53.22 $976K - $1.16M
21.8K $1.16B
ADBE
Adobe Inc.

Technology
1.93K
New
$508.13 - $586.55 $979K - $1.13M
1.93K $998M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.38K
New
$211.47 - $281.27 $715K - $950K
3.38K $829M
FBT
First Trust Nyse Arca Biotechn

ETFs
4.65K
New
$152.39 - $172.91 $708K - $803K
4.65K $799M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.63K
New
$332.02 - $382.76 $540K - $623K
1.63K $611M
XLC
Select Sector Spdr Tr Communic

ETFs
6.22K
New
$82.16 - $90.4 $511K - $562K
6.22K $562M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.1K
New
$77.02 - $85.06 $470K - $519K
6.1K $516M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
15.6K
New
$24.86 - $26.33 $387K - $410K
15.6K $407M
BWXT
Bwx Technologies, Inc.

Industrials
3.67K
New
$92.38 - $108.7 $339K - $399K
3.67K $399M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.69K
New
$61.47 - $67.36 $288K - $316K
4.69K $315M
GLD
Spdr Gold Trust

ETFs
1.19K
New
$215.56 - $246.98 $256K - $293K
1.19K $289M
DIS
Walt Disney CO

Communication Services
2.87K
New
$85.6 - $98.61 $245K - $283K
2.87K $276M
STZ
Constellation Brands, Inc.

Consumer Defensive
983
New
$236.42 - $259.82 $232K - $255K
983 $253M
TSN
Tyson Foods, Inc.

Consumer Defensive
4.24K
New
$55.91 - $65.87 $237K - $279K
4.24K $253M
XLU
Utilities Sector Spdr

ETFs
3.03K
New
$67.67 - $80.78 $205K - $245K
3.03K $245M
IEFA
Ishares Tr

ETFs
3.03K
New
$70.09 - $78.74 $213K - $239K
3.03K $237M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.92K
New
$30.27 - $34.42 $210K - $238K
6.92K $236M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
9.69K
New
$19.88 - $21.63 $193K - $210K
9.69K $208M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
5.75K
New
$32.66 - $35.7 $188K - $205K
5.75K $205M
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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