Iams Wealth Management, LLC Reduced Holdings in Q3 2025

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-3.56K
- 23.56%
$491.09 - $535.64 $1.75M - $1.91M
11.6K $5.99B
Listed Fds Tr
-35.4K
- 71.62%
N/A
14K $373M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-27.6K
- 48.29%
$25.39 - $26.21 $701K - $723K
29.5K $770M
AMGN
Amgen Inc

Healthcare
-1.51K
- 46.49%
$271.18 - $309.22 $410K - $467K
1.74K $491M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.53K
- 25.42%
$108.97 - $121.65 $384K - $429K
10.4K $1.25B
MCHP
Microchip Technology Inc

Technology
-1.88K
- 9.47%
$60.95 - $75.26 $115K - $142K
18K $1.16B
IVE
Ishares S&P 500 Value ETF

ETFs
-1.44K
- 23.96%
$194.44 - $206.51 $279K - $296K
4.56K $941M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-711
- 45.61%
$339.37 - $366.46 $241K - $261K
848 $310M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-1.94K
- 24.5%
$110.74 - $122.12 $215K - $237K
5.99K $725M
ADI
Analog Devices Inc

Technology
-842
- 13.88%
$220.68 - $255.63 $186K - $215K
5.22K $1.28B
XLC
Select Sector Spdr Tr Communic

ETFs
-1.59K
- 22.23%
$105.99 - $119.41 $168K - $189K
5.55K $657M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-983
- 13.13%
$185.88 - $207.44 $183K - $204K
6.5K $1.31B
HYLB
Xtrackers Usd High Yield Corp

ETFs
-1.87K
- 8.21%
$36.55 - $37.16 $68.2K - $69.3K
20.8K $773M
MGV
Vanguard Mega Cap Value

ETFs
-658
- 16.04%
$129.46 - $137.85 $85.2K - $90.7K
3.44K $474M
FTLS
First Tr Long/Short Equity ETF

ETFs
-987
- 11.4%
$65.78 - $69.95 $64.9K - $69K
7.67K $537M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-1.8K
- 8.37%
$19.7 - $20.2 $35.5K - $36.4K
19.7K $395M
FMF
First Trust Managed Futures St

ETFs
-2.05K
- 9.03%
$45.19 - $48.75 $92.7K - $100K
20.7K $1.01B
First Tr Exchange Traded Fd
-2.31K
- 1.55%
N/A
147K $3.13B
FSIG
First Tr ETF Iv LTD Duration I
-876
- 1.15%
$19.03 - $19.33 $16.7K - $16.9K
75.3K $1.45B
FAAR
First Trust Vii Alternative Ab

ETFs
-2.08K
- 10.59%
$27.66 - $30.9 $57.5K - $64.2K
17.6K $535M
First Tr Exchange Traded Fd
-977
- 1.52%
N/A
63.4K $1.35B
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-181
- 1.73%
$19.01 - $19.39 $3.44K - $3.51K
10.3K $198M
EMHC
Spdr Bloomberg Emerging Market
-172
- 1.67%
$24.31 - $25.33 $4.18K - $4.36K
10.1K $255M
BAC
Bank Of America Corp

Financial Services
-2.65K
- 8.11%
$44.92 - $52.42 $119K - $139K
30K $1.55B
SHEL
Shell PLC

Energy
-416
- 1.42%
$69.82 - $73.93 $29K - $30.8K
28.8K $2.06B
EL
Estee Lauder Companies Inc

Consumer Defensive
-162
- 5.78%
$83.65 - $95.26 $13.6K - $15.4K
2.64K $233M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-425
- 5.43%
$36.93 - $40.55 $15.7K - $17.2K
7.4K $297M
FEP
First Trust Europe Alphadex Fu

ETFs
-828
- 5.73%
$47.35 - $51.19 $39.2K - $42.4K
13.6K $698M
FTCS
First Trust Capital Strength E

ETFs
-412
- 2.48%
$89.72 - $93.74 $37K - $38.6K
16.2K $1.52B
RTX
Raytheon Technologies Corp

Industrials
-544
- 11.54%
$144.19 - $167.33 $78.4K - $91K
4.17K $698M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-145
- 0.65%
$13.77 - $14.45 $2K - $2.1K
22K $318M
FJP
First Trust Japan Alphadex Fun

ETFs
-717
- 6.87%
$57.54 - $67.32 $41.3K - $48.3K
9.72K $634M
FEM
First Trust Emerging Markets A

ETFs
-2K
- 6.88%
$24.52 - $27.41 $49K - $54.8K
27K $733M
FDT
First Trust Developed Markets

ETFs
-1.41K
- 6.84%
$68.09 - $76.05 $95.9K - $107K
19.2K $1.45B
FDN
First Tr Fd Dow Jones

ETFs
-99
- 1.79%
$264.06 - $287.34 $26.1K - $28.4K
5.42K $1.52B
WFC
Wells Fargo & Company

Financial Services
-953
- 3.03%
$77.05 - $85.16 $73.4K - $81.2K
30.5K $2.56B
USB
Us Bancorp \De\

Financial Services
-1.72K
- 4.37%
$43.94 - $50.41 $75.6K - $86.8K
37.6K $1.82B
BWXT
Bwx Technologies, Inc.

Industrials
-1K
- 18.08%
$136.45 - $184.37 $137K - $185K
4.53K $836M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-1.33K
- 4.42%
$54.9 - $59.81 $72.9K - $79.4K
28.7K $1.71B
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
-763
- 2.13%
$32.7 - $36.57 $25K - $27.9K
35.1K $1.25B
AVGO
Broadcom Inc.

Technology
-1.52K
- 14.42%
$264.74 - $369.57 $403K - $563K
9.04K $2.98B
FBT
First Trust Nyse Arca Biotechn

ETFs
-169
- 2.87%
$159.46 - $180.52 $26.9K - $30.5K
5.73K $1.03B
FVD
First Tr Value Line Divid Inde

ETFs
-312
- 0.52%
$44.73 - $46.86 $14K - $14.6K
59.7K $2.76B
LHX
L3 Harris Technologies, Inc.

Industrials
-1.5K
- 15.0%
$252.18 - $305.41 $378K - $457K
8.48K $2.59B
FTA
First Tr Large Cap Value

ETFs
-866
- 2.45%
$78.13 - $83.78 $67.7K - $72.6K
34.5K $2.88B
JPM
Jpmorgan Chase & CO

Financial Services
-560
- 5.19%
$282.78 - $316.06 $158K - $177K
10.2K $3.23B
FTGS
First Tr Exchange Traded Fd Gr
-2.6K
- 2.26%
N/A
112K $4.04B
JNJ
Johnson & Johnson

Healthcare
-40
- 0.92%
$155.17 - $185.42 $6.21K - $7.42K
4.31K $800M
AFLG
First Tr Exchange Traded Fd Vi
-1.24K
- 1.7%
N/A
71.9K $2.79B
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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