Iams Wealth Management, LLC New Holdings in Q3 2025

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
29.8K
New
$59.81 - $60.11 $1.78M - $1.79M
29.8K $1.78B
WM
Waste Management Inc

Industrials
5.84K
New
$213.88 - $237.1 $1.25M - $1.38M
5.84K $1.29B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19.6K
New
$26.38 - $27.95 $516K - $547K
19.6K $534M
XLF
Financial Sector Spdr

ETFs
9.45K
New
$51.37 - $54.25 $485K - $512K
9.45K $509M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.87K
New
$205.52 - $234.96 $384K - $439K
1.87K $439M
ABBV
Abb Vie Inc.

Healthcare
1.75K
New
$184.85 - $231.54 $323K - $404K
1.75K $404M
IVV
Ishares Core S&P 500 ETF

ETFs
499
New
$620.67 - $670.08 $310K - $334K
499 $334M
TJX
Tjx Companies Inc

Consumer Cyclical
2.22K
New
$121.35 - $144.54 $270K - $321K
2.22K $322M
PAXS
Pimco Access Income Fund

Financial Services
17.3K
New
$14.97 - $16.42 $258K - $283K
17.3K $281M
UAL
United Airlines Holdings, Inc.

Industrials
2.79K
New
$80.05 - $109.36 $224K - $305K
2.79K $270M
Blackrock Inc
225
New
N/A
225 $262M
ECL
Ecolab Inc.

Basic Materials
921
New
$259.39 - $285.47 $239K - $263K
921 $252M
EFX
Equifax Inc

Industrials
974
New
$234.03 - $265.73 $228K - $259K
974 $250M
IBM
International Business Machines Corp

Technology
870
New
$234.77 - $292.47 $204K - $254K
870 $246M
ARES
Ares Management Corp

Financial Services
1.51K
New
$159.89 - $192.76 $241K - $290K
1.51K $241M
RECS
Columbia ETF Tr I

ETFs
5.94K
New
$36.82 - $40.35 $219K - $240K
5.94K $240M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
923
New
$259.44 - $278.65 $239K - $257K
923 $239M
ES
Eversource Energy

Utilities
3.33K
New
$62.86 - $71.14 $210K - $237K
3.33K $237M
T
At&T Inc.

Communication Services
8.28K
New
$26.94 - $29.62 $223K - $245K
8.28K $234M
XOM
Exxon Mobil Corp

Energy
2.02K
New
$105.83 - $117.22 $214K - $237K
2.02K $228M
URI
United Rentals, Inc.

Industrials
238
New
$774.14 - $975.23 $184K - $232K
238 $227M
K
Kellogg CO

Consumer Defensive
2.65K
New
$76.96 - $82.02 $204K - $218K
2.65K $218M
FISV
Fiserv Inc

Technology
1.67K
New
N/A
1.67K $215M
PEG
Public Service Enterprise Group Inc

Utilities
2.51K
New
$79.99 - $90.14 $201K - $226K
2.51K $209M
KR
Kroger CO

Consumer Defensive
3.02K
New
$64.52 - $74.35 $195K - $224K
3.02K $203M
TXN
Texas Instruments Inc

Technology
1.1K
New
N/A
1.1K $203M
TSN
Tyson Foods, Inc.

Consumer Defensive
3.69K
New
$52.3 - $57.69 $193K - $213K
3.69K $200M
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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