Iams Wealth Management, LLC New Holdings in Q2 2025

Iams Wealth Management, LLC

  • $218 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
1.31K
New
$855.86 - $1339.13 $1.12M - $1.75M
1.31K $1.75B
Listed Fds Tr
49.4K
New
N/A
49.4K $1.22B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.68K
New
$456.74 - $568.03 $767K - $954K
1.68K $954M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
7.93K
New
$82.32 - $112.47 $653K - $892K
7.93K $892M
VGSH
Vanguard

ETFs
14.8K
New
$58.32 - $58.95 $864K - $873K
14.8K $871M
HYLB
Xtrackers Usd High Yield Corp

ETFs
22.7K
New
$34.72 - $36.92 $788K - $838K
22.7K $838M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.03K
New
$299.15 - $396.54 $608K - $806K
2.03K $806M
VOOV
Vanguard S&P 500 Value ETF

ETFs
3.8K
New
$162.65 - $188.71 $618K - $717K
3.8K $717M
WMT
Walmart Inc.

Consumer Defensive
7.27K
New
$81.79 - $99.98 $594K - $726K
7.27K $710M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
24.7K
New
$24.98 - $25.66 $617K - $634K
24.7K $632M
VGIT
Vanguard Intermediate Term Tre

ETFs
9.75K
New
$58.63 - $59.9 $572K - $584K
9.75K $583M
MGV
Vanguard Mega Cap Value

ETFs
4.1K
New
$114.87 - $131.25 $471K - $538K
4.1K $538M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.56K
New
$272.36 - $339.57 $425K - $529K
1.56K $529M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.28K
New
$141.37 - $228.57 $323K - $522K
2.28K $517M
VIG
Vanguard Dividend Appreciation

ETFs
2.38K
New
N/A
2.38K $486M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
21.5K
New
$18.65 - $19.82 $401K - $426K
21.5K $426M
VRIG
Invesco Actively Managed ETF F

ETFs
15.1K
New
$24.89 - $25.14 $376K - $380K
15.1K $378M
COST
Costco Wholesale Corp

Consumer Defensive
358
New
$908.13 - $1056.85 $325K - $378K
358 $354M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.45K
New
$91.23 - $97.27 $315K - $336K
3.45K $336M
RWR
Spdr Dow Jones Reit ETF

ETFs
3.42K
New
$86.33 - $99.71 $295K - $341K
3.42K $330M
VZ
Verizon Communications Inc

Communication Services
7.59K
New
$41.67 - $45.62 $316K - $346K
7.59K $328M
RF
Regions Financial Corp

Financial Services
11.4K
New
$18.34 - $23.52 $208K - $267K
11.4K $267M
CEG
Constellation Energy Corp

Utilities
729
New
$170.96 - $322.76 $125K - $235K
729 $235M
Pacer Fds Tr
6.7K
New
N/A
6.7K $235M
PLTR
Palantir Technologies Inc.

Technology
1.7K
New
$74.01 - $144.25 $125K - $245K
1.7K $231M
VGLT
Vanguard Long Term Treasury Et

ETFs
4.06K
New
$53.66 - $58.71 $218K - $238K
4.06K $228M
EL
Estee Lauder Companies Inc

Consumer Defensive
2.8K
New
$50.06 - $80.8 $140K - $226K
2.8K $226M
VUG
Vanguard Growth ETF

ETFs
498
New
$329.49 - $438.4 $164K - $218K
498 $219M
HWM
Howmet Aerospace Inc.

Industrials
1.14K
New
$112.33 - $186.13 $129K - $213K
1.14K $213M
PM
Philip Morris International Inc.

Consumer Defensive
1.15K
New
$149.23 - $184.95 $172K - $213K
1.15K $210M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.38K
New
$50.39 - $60.05 $170K - $203K
3.38K $203M
SO
Southern CO

Utilities
2.2K
New
$84.91 - $92.56 $187K - $204K
2.2K $202M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
10.5K
New
$18.83 - $19.22 $197K - $201K
10.5K $200M
Activity Summary
Buys All Purchases 74 New Holdings 34 Increased Positions 40 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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