Iams Wealth Management, LLC Portfolio Holdings

Iams Wealth Management, LLC

  • $218 Billion
  • Q1 2025

Iams Wealth Management, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $218 Billion distributed in 157 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 $12.2B, Spdr S&P 500 ETF Trust with a value of $9.66B, Spdr Bloomberg 1 3 Month T Bil with a value of $7.1B, First Tr Ex Td Viii Ft Cboe Ve with a value of $5.1B, and Microsoft Corp with a value of $4.64B.

Examining the 13F form we can see an decrease of $382M in the current position value, from $219B to 218B.

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 $218 Billion
ETFs: $105 Billion
Technology: $19.7 Billion
Financial Services: $15.8 Billion
Healthcare: $14.8 Billion
Industrials: $11.8 Billion
Consumer Cyclical: $9.17 Billion
Energy: $7.6 Billion
Communication Services: $7.51 Billion
Other: $12 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.8T
$4.64 Billion 2.12% of portfolio
12,357
Q1 2025 Added 11.65%
$80.2B
$4.51 Billion 2.06% of portfolio
40,960
Q1 2025 Added 6.26%
$3.57T
$3.58 Billion 1.64% of portfolio
16,105
Q1 2025 Reduced 1.82%
-
$3.4 Billion 1.56% of portfolio
-
Q1 2025 Added 9.33%
$404B
$3.09 Billion 1.41% of portfolio
18,110
Q1 2025 Added 3.53%
$720B
$2.84 Billion 1.3% of portfolio
11,579
Q1 2025 Reduced 2.3%
-
$2.77 Billion 1.27% of portfolio
-
Q1 2025 New
$140B
$2.71 Billion 1.24% of portfolio
24,180
Q1 2025 Reduced 13.05%
$167B
$2.63 Billion 1.21% of portfolio
8,450
Q1 2025 Added 162.26%
$157B
$2.57 Billion 1.17% of portfolio
36,940
Q1 2025 Added 55.39%
$1.94T
$2.49 Billion 1.14% of portfolio
13,104
Q1 2025 Added 8.24%
$142B
$2.46 Billion 1.13% of portfolio
11,627
Q1 2025 Added 6.91%
$72.6B
$2.47 Billion 1.13% of portfolio
7,142
Q1 2025 Reduced 10.3%
$272B
$2.44 Billion 1.12% of portfolio
34,011
Q1 2025 Reduced 2.77%
$40.1B
$2.4 Billion 1.1% of portfolio
11,488
Q1 2025 Added 21.32%
$270B
$2.39 Billion 1.09% of portfolio
22,016
Q1 2025 Added 25.71%
$375B
$2.25 Billion 1.03% of portfolio
6,129
Q1 2025 Added 16.23%
$232B
$2.2 Billion 1.01% of portfolio
16,590
Q1 2025 Reduced 4.93%
$134B
$2.21 Billion 1.01% of portfolio
21,023
Q1 2025 Added 1.55%
$259B
$2.12 Billion 0.97% of portfolio
28,878
Q1 2025 Reduced 5.46%
$67.8B
$2.09 Billion 0.96% of portfolio
12,479
Q1 2025 Added 33.22%
$228B
$2.08 Billion 0.95% of portfolio
28,263
Q1 2025 Added 4.37%
$162B
$2.05 Billion 0.94% of portfolio
55,465
Q1 2025 Added 16.73%
$230B
$2.03 Billion 0.93% of portfolio
6,499
Q1 2025 Reduced 0.49%
$197B
$2.03 Billion 0.93% of portfolio
6,508
Q1 2025 Added 21.55%
$327B
$1.98 Billion 0.91% of portfolio
11,862
Q1 2025 Reduced 3.03%
$26.7B
$1.76 Billion 0.81% of portfolio
36,423
Q1 2025 Added 39.05%
$332B
$1.71 Billion 0.79% of portfolio
6,428
Q1 2025 New
$62.7B
$1.73 Billion 0.79% of portfolio
41,041
Q1 2025 Added 18.73%
$253B
$1.46 Billion 0.67% of portfolio
23,644
Q1 2025 Added 431.33%
$335B
$1.44 Billion 0.66% of portfolio
34,614
Q1 2025 Added 7.19%
$1.3T
$1.38 Billion 0.63% of portfolio
2,392
Q1 2025 Added 37.95%
$207B
$1.36 Billion 0.62% of portfolio
9,080
Q1 2025 Added 18.4%
$71B
$1.34 Billion 0.61% of portfolio
7,617
Q1 2025 Added 14.16%
$104B
$1.29 Billion 0.59% of portfolio
6,381
Q1 2025 Added 11.99%
$922B
$1.15 Billion 0.53% of portfolio
7,437
Q1 2025 Added 6.39%
$74.3B
$1.12 Billion 0.51% of portfolio
1,376
Q1 2025 Added 17.51%
$10.6B
$1.04 Billion 0.47% of portfolio
11,752
Q1 2025 Added 19.39%
$818B
$926 Million 0.42% of portfolio
3,574
Q1 2025 Reduced 29.05%
$12.6B
$878 Million 0.4% of portfolio
10,944
Q1 2025 Added 13.46%
$490B
$845 Million 0.39% of portfolio
1,614
Q1 2025 Reduced 26.67%
$951B
$823 Million 0.38% of portfolio
5,268
Q1 2025 Added 21.8%
$22.4B
$824 Million 0.38% of portfolio
11,540
Q1 2025 Added 28.34%
$434B
$826 Million 0.38% of portfolio
4,980
Q1 2025 Added 7.72%
$683B
$741 Million 0.34% of portfolio
1,391
Q1 2025 Added 9.96%
$57.4B
$744 Million 0.34% of portfolio
40,000
Q2 2024 New
$15.8B
$692 Million 0.32% of portfolio
10,032
Q1 2025 Reduced 5.27%
$195B
$663 Million 0.3% of portfolio
5,007
Q1 2025 Reduced 5.44%
$59.7B
$655 Million 0.3% of portfolio
6,249
Q1 2025 Added 26.34%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $218 Billion
  • Prior Value $219 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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