Iams Wealth Management, LLC Reduced Holdings in Q2 2025

Iams Wealth Management, LLC

  • $218 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-74.2K
- 61.62%
$23.45 - $26.56 $1.74M - $1.97M
46.2K $1.23B
AMGN
Amgen Inc

Healthcare
-5.2K
- 61.54%
$262.28 - $309.85 $1.36M - $1.61M
3.25K $908M
CSCO
Cisco Systems, Inc.

Technology
-18.9K
- 80.1%
$53.19 - $69.38 $1.01M - $1.31M
4.7K $326M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-46.7K
- 27.16%
$27.3 - $31.8 $1.27M - $1.48M
125K $3.98B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-42.1K
- 42.14%
$27.46 - $33.2 $1.16M - $1.4M
57.8K $1.92B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-19.4K
- 44.86%
$45.3 - $50.64 $879K - $982K
23.8K $1.17B
CVX
Chevron Corp

Energy
-3.74K
- 31.56%
$133.73 - $168.51 $501K - $631K
8.12K $1.16B
FVD
First Tr Value Line Divid Inde

ETFs
-17.5K
- 22.57%
$40.62 - $45.12 $710K - $789K
60K $2.68B
AAPL
Apple Inc.

Technology
-2.34K
- 14.53%
$172.42 - $223.89 $403K - $524K
13.8K $2.82B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-22.6K
- 56.54%
$32.66 - $40.75 $739K - $922K
17.4K $704M
IVW
Ishares S&P 500 Growth ETF

ETFs
-9.75K
- 41.25%
$82.96 - $110.1 $809K - $1.07M
13.9K $1.53B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-13.1K
- 26.24%
$48.5 - $49.35 $636K - $647K
36.9K $1.82B
Valued Advisers Tr
-25K
- 49.84%
N/A
25.2K $642M
LGOV
First Tr ETF Iv Long Duration

ETFs
-28.7K
- 36.71%
$20.73 - $21.92 $596K - $630K
49.6K $1.06B
COP
Conocophillips

Energy
-3.23K
- 15.37%
$82.66 - $106.1 $267K - $343K
17.8K $1.6B
GOOGL
Alphabet Inc.

Communication Services
-3.75K
- 50.44%
$144.7 - $178.6 $543K - $670K
3.69K $650M
V
Visa Inc.

Financial Services
-1.17K
- 66.01%
$308.27 - $373.31 $361K - $437K
603 $214M
XLE
Energy Sector Spdr

ETFs
-4.02K
- 62.78%
$76.44 - $94.13 $308K - $379K
2.39K $202M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.54K
- 27.01%
$167.32 - $223.3 $592K - $790K
9.56K $2.1B
MCHP
Microchip Technology Inc

Technology
-16.6K
- 45.45%
$35.34 - $71.6 $585K - $1.19M
19.9K $1.4B
PG
Procter & Gamble CO

Consumer Defensive
-836
- 4.62%
$157.66 - $172.39 $132K - $144K
17.3K $2.75B
MCD
Mcdonalds Corp

Consumer Cyclical
-580
- 8.92%
$285.55 - $321.23 $166K - $186K
5.92K $1.73B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-9.08K
- 30.67%
$34.72 - $42.74 $315K - $388K
20.5K $877M
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.5K
- 5.01%
$55.13 - $75.25 $82.9K - $113K
28.5K $1.96B
AJG
Arthur J. Gallagher & Co.

Financial Services
-308
- 4.31%
$310.86 - $348.77 $95.7K - $107K
6.83K $2.19B
ACN
Accenture PLC

Technology
-584
- 8.97%
$279.23 - $323.21 $163K - $189K
5.92K $1.77B
AZN
Astrazeneca PLC

Healthcare
-1.78K
- 6.29%
$64.87 - $75.0 $115K - $133K
26.5K $1.85B
ABT
Abbott Laboratories

Healthcare
-2.05K
- 12.36%
$123.95 - $138.08 $254K - $283K
14.5K $1.98B
EQIX
Equinix Inc

Real Estate
-230
- 16.72%
$740.07 - $914.43 $170K - $210K
1.15K $912M
Spdr Series Trust
-6.66K
- 39.33%
N/A
10.3K $279M
JNJ
Johnson & Johnson

Healthcare
-628
- 12.61%
$146.36 - $159.82 $91.9K - $100K
4.35K $665M
HD
Home Depot, Inc.

Consumer Cyclical
-434
- 7.08%
$335.24 - $380.78 $145K - $165K
5.7K $2.09B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.59K
- 2.06%
$91.43 - $91.74 $146K - $146K
75.8K $6.95B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-3.33K
- 7.22%
$42.72 - $44.24 $142K - $147K
42.8K $1.88B
MAIN
Main Street Capital Corp

Financial Services
-2.7K
- 30.68%
$49.15 - $59.32 $133K - $160K
6.1K $361M
FTCS
First Trust Capital Strength E

ETFs
-1.76K
- 9.57%
$81.6 - $92.39 $144K - $163K
16.6K $1.51B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-111
- 7.98%
$483.48 - $539.8 $53.7K - $59.9K
1.28K $622M
GILD
Gilead Sciences, Inc.

Healthcare
-759
- 3.14%
$96.91 - $113.0 $73.6K - $85.8K
23.4K $2.6B
DEO
Diageo PLC

Consumer Defensive
-866
- 13.86%
$99.86 - $115.75 $86.5K - $100K
5.38K $543M
AFLG
First Tr Exchange Traded Fd Vi
-8.93K
- 10.87%
N/A
73.2K $2.66B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-894
- 24.23%
$97.29 - $105.63 $87K - $94.4K
2.8K $284M
FAAR
First Trust Vii Alternative Ab

ETFs
-1.92K
- 8.89%
$25.68 - $29.03 $49.2K - $55.6K
19.6K $545M
CMCSA
Comcast Corp

Communication Services
-230
- 0.41%
$32.84 - $36.72 $7.55K - $8.45K
55.2K $1.97B
EVRG
Evergy, Inc.

Utilities
-1.05K
- 10.49%
$64.06 - $69.64 $67.4K - $73.3K
8.98K $619M
FMF
First Trust Managed Futures St

ETFs
-1.06K
- 4.47%
$44.79 - $46.43 $47.6K - $49.4K
22.7K $1.03B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-2.77K
- 14.18%
$24.48 - $24.9 $67.8K - $69K
16.8K $417M
STZ
Constellation Brands, Inc.

Consumer Defensive
-116
- 5.14%
$160.0 - $195.62 $18.6K - $22.7K
2.14K $349M
First Tr Exchange Traded Fd
-3.4K
- 5.01%
N/A
64.4K $1.35B
XLG
Invesco Exchange Traded Fd Tr

ETFs
-3.9K
- 16.06%
$40.94 - $52.1 $160K - $203K
20.4K $1.06B
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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