Iams Wealth Management, LLC Portfolio Holdings

Iams Wealth Management, LLC

  • $219 Billion
  • Q4 2024

Iams Wealth Management, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $219 Billion distributed in 163 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $12.9B, Spdr S&P 500 ETF Trust with a value of $9.79B, Spdr Bloomberg 1 3 Month T Bil with a value of $7.94B, First Tr ETF Viii Tcw Opportun with a value of $7.51B, and United Parcel Service Inc with a value of $4.86B.

Examining the 13F form we can see an increase of $15B in the current position value, from $204B to 219B.

Iams Wealth Management, LLC is based out at Omaha, NE

Below you can find more details about Iams Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $219 Billion
ETFs: $117 Billion
Technology: $18.8 Billion
Financial Services: $16.2 Billion
Healthcare: $11.8 Billion
Industrials: $11.4 Billion
Consumer Cyclical: $9.93 Billion
Energy: $7.01 Billion
Communication Services: $6.39 Billion
Other: $11 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$84.9B
$4.86 Billion 2.22% of portfolio
38,547
Q4 2024 Reduced 7.21%
$3.04T
$4.67 Billion 2.13% of portfolio
11,068
Q4 2024 Added 6.43%
$3.95T
$4.11 Billion 1.88% of portfolio
16,404
Q4 2024 Added 37.42%
-
$3.28 Billion 1.5% of portfolio
-
Q4 2024 Added 5.42%
$403B
$2.93 Billion 1.34% of portfolio
17,493
Q4 2024 Added 42.66%
$775B
$2.84 Billion 1.3% of portfolio
11,851
Q4 2024 Added 0.97%
$2.21T
$2.66 Billion 1.21% of portfolio
12,106
Q4 2024 Added 8.29%
$138B
$2.57 Billion 1.17% of portfolio
27,810
Q4 2024 Reduced 7.82%
$142B
$2.46 Billion 1.12% of portfolio
10,876
Q4 2024 Added 7.64%
$294B
$2.46 Billion 1.12% of portfolio
34,981
Q4 2024 Reduced 0.47%
$335B
$2.35 Billion 1.08% of portfolio
17,514
Q4 2024 Added 3.55%
$68.5B
$2.26 Billion 1.03% of portfolio
7,962
Q4 2024 Added 65.05%
$88.6B
$2.17 Billion 0.99% of portfolio
9,367
Q4 2024 Added 85.19%
$125B
$2.05 Billion 0.94% of portfolio
20,702
Q4 2024 Added 13.73%
$394B
$2.05 Billion 0.94% of portfolio
5,273
Q4 2024 Added 2.87%
$1.07T
$2.03 Billion 0.93% of portfolio
5,037
Q4 2024 Reduced 26.36%
$38.1B
$1.99 Billion 0.91% of portfolio
9,469
Q4 2024 Added 4.08%
$236B
$1.97 Billion 0.9% of portfolio
17,450
Q4 2024 Added 5.71%
$224B
$1.89 Billion 0.87% of portfolio
6,531
Q4 2024 Added 2.48%
$244B
$1.91 Billion 0.87% of portfolio
30,545
Q4 2024 Added 21.29%
$230B
$1.88 Billion 0.86% of portfolio
5,354
Q4 2024 Reduced 0.52%
$40.9B
$1.82 Billion 0.83% of portfolio
23,919
Q4 2024 Added 4.79%
$160B
$1.78 Billion 0.82% of portfolio
47,515
Q4 2024 Added 6.01%
$230B
$1.77 Billion 0.81% of portfolio
27,080
Q4 2024 Added 72.36%
$307B
$1.77 Billion 0.81% of portfolio
12,233
Q4 2024 Reduced 7.98%
$68.2B
$1.65 Billion 0.76% of portfolio
34,568
Q4 2024 Added 0.2%
$33.7B
$1.5 Billion 0.69% of portfolio
26,194
Q4 2024 Added 38.92%
$360B
$1.42 Billion 0.65% of portfolio
32,293
Q4 2024 Reduced 0.31%
$1.1T
$1.32 Billion 0.6% of portfolio
6,990
Q4 2024 Added 7.51%
$76B
$1.29 Billion 0.59% of portfolio
6,672
Q4 2024 Reduced 8.02%
$123B
$1.21 Billion 0.55% of portfolio
5,698
Q4 2024 Added 2.24%
$211B
$1.17 Billion 0.53% of portfolio
7,669
Q4 2024 Added 14.5%
$436B
$1.11 Billion 0.51% of portfolio
2,201
Q4 2024 Added 2.52%
$83.8B
$1.1 Billion 0.5% of portfolio
1,171
Q4 2024 Reduced 7.21%
$446B
$1.03 Billion 0.47% of portfolio
1,157
Q4 2024 New
$1.56T
$1.02 Billion 0.46% of portfolio
1,734
Q4 2024 Reduced 8.16%
$11.8B
$899 Million 0.41% of portfolio
9,843
Q4 2024 Added 17.67%
$1.11T
$824 Million 0.38% of portfolio
4,325
Q4 2024 Reduced 8.6%
$162B
$840 Million 0.38% of portfolio
3,222
Q4 2024 Added 27.0%
$59.9B
$784 Million 0.36% of portfolio
40,000
Q2 2024 New
$27.4B
$789 Million 0.36% of portfolio
8,992
Q4 2024 Reduced 5.16%
$12.4B
$770 Million 0.35% of portfolio
9,646
Q4 2024 Added 17.31%
$86.7B
$715 Million 0.33% of portfolio
8,380
Q4 2024 New
$424B
$669 Million 0.31% of portfolio
4,623
Q4 2024 Reduced 43.0%
$15.6B
$652 Million 0.3% of portfolio
10,590
Q4 2024 Reduced 0.53%
$62.9B
$629 Million 0.29% of portfolio
4,946
Q4 2024 Added 18.18%
$310B
$614 Million 0.28% of portfolio
1,836
Q4 2024 Reduced 0.33%
$181B
$613 Million 0.28% of portfolio
5,295
Q4 2024 Reduced 2.99%
$627B
$573 Million 0.26% of portfolio
1,265
Q4 2024 Reduced 22.91%

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $219 Billion
  • Prior Value $204 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 33 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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