Iams Wealth Management, LLC Portfolio Holdings

Iams Wealth Management, LLC

  • $204 Billion
  • Q3 2024

Iams Wealth Management, LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $204 Billion distributed in 145 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 $11.2B, Spdr Bloomberg 1 3 Month T Bil with a value of $10.2B, Spdr Bloomberg 3 12 Month T Bi with a value of $9.44B, Spdr S&P 500 ETF Trust with a value of $7.86B, and United Parcel Service Inc with a value of $5.66B.

Examining the 13F form we can see an increase of $21.1B in the current position value, from $183B to 204B.

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 $204 Billion
ETFs: $110 Billion
Technology: $17.5 Billion
Financial Services: $12.8 Billion
Healthcare: $11.9 Billion
Industrials: $11.7 Billion
Consumer Cyclical: $8.95 Billion
Energy: $6.71 Billion
Communication Services: $6.37 Billion
Other: $10.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$90.3B
$5.66 Billion 2.78% of portfolio
41,540
Q3 2024 Added 2.18%
$3.16T
$4.47 Billion 2.2% of portfolio
10,399
Q3 2024 Added 11.55%
-
$3.1 Billion 1.52% of portfolio
-
Q3 2024 Added 91.36%
$3.91T
$2.78 Billion 1.37% of portfolio
11,937
Q3 2024 Added 16.02%
$115B
$2.53 Billion 1.24% of portfolio
30,170
Q3 2024 Added 2.76%
$714B
$2.48 Billion 1.21% of portfolio
11,737
Q3 2024 Added 3.48%
$40.1B
$2.16 Billion 1.06% of portfolio
9,098
Q3 2024 Added 2.21%
$391B
$2.12 Billion 1.04% of portfolio
12,262
Q3 2024 Added 9.8%
$152B
$2.09 Billion 1.03% of portfolio
10,104
Q3 2024 Reduced 0.32%
$2.28T
$2.08 Billion 1.02% of portfolio
11,179
Q3 2024 Added 21.43%
$398B
$2.08 Billion 1.02% of portfolio
5,126
Q3 2024 Added 0.61%
$360B
$2.05 Billion 1.01% of portfolio
16,914
Q3 2024 Reduced 20.91%
$37.4B
$2.03 Billion 1.0% of portfolio
22,825
Q3 2024 Reduced 0.7%
$198B
$2.02 Billion 0.99% of portfolio
17,003
Q3 2024 Added 7.21%
$271B
$1.99 Billion 0.97% of portfolio
35,145
Q3 2024 Added 8.77%
$289B
$1.96 Billion 0.96% of portfolio
13,294
Q3 2024 Added 10.45%
$129B
$1.92 Billion 0.94% of portfolio
18,203
Q3 2024 Added 11.62%
$223B
$1.9 Billion 0.93% of portfolio
5,382
Q3 2024 Reduced 0.54%
$166B
$1.87 Billion 0.92% of portfolio
44,822
Q3 2024 Added 1.83%
$199B
$1.88 Billion 0.92% of portfolio
16,508
Q3 2024 Reduced 7.97%
$1.3T
$1.79 Billion 0.88% of portfolio
6,840
Q3 2024 Added 68.85%
$230B
$1.66 Billion 0.82% of portfolio
25,183
Q3 2024 Added 2.64%
$72.6B
$1.58 Billion 0.77% of portfolio
34,499
Q3 2024 Added 3.67%
$31.9B
$1.51 Billion 0.74% of portfolio
18,856
Q3 2024 Added 16.66%
$59B
$1.36 Billion 0.67% of portfolio
4,824
Q3 2024 Reduced 0.66%
$79B
$1.34 Billion 0.66% of portfolio
7,254
Q3 2024 Reduced 3.46%
$377B
$1.31 Billion 0.65% of portfolio
8,110
Q3 2024 Added 0.02%
$111B
$1.28 Billion 0.63% of portfolio
5,573
Q3 2024 Reduced 2.91%
$273B
$1.27 Billion 0.63% of portfolio
6,170
Q3 2024 New
$360B
$1.29 Billion 0.63% of portfolio
32,395
Q3 2024 Reduced 0.03%
$480B
$1.26 Billion 0.62% of portfolio
2,147
Q3 2024 Added 9.65%
$205B
$1.22 Billion 0.6% of portfolio
15,711
Q3 2024 Reduced 1.13%
$242B
$1.16 Billion 0.57% of portfolio
21,820
Q3 2024 New
$206B
$1.14 Billion 0.56% of portfolio
6,698
Q3 2024 Added 4.12%
$87.4B
$1.12 Billion 0.55% of portfolio
1,262
Q3 2024 Reduced 1.41%
$1.36T
$1.08 Billion 0.53% of portfolio
1,888
Q3 2024 Added 21.81%
$1.15T
$1.08 Billion 0.53% of portfolio
6,502
Q3 2024 Added 13.85%
$200B
$998 Million 0.49% of portfolio
1,927
Q3 2024 New
$10.6B
$937 Million 0.46% of portfolio
8,365
Q3 2024 Added 12.8%
$94.2B
$873 Million 0.43% of portfolio
5,058
Q3 2024 Added 1,526.37%
$140B
$818 Million 0.4% of portfolio
2,537
Q3 2024 Added 2.92%
$27.6B
$793 Million 0.39% of portfolio
9,481
Q3 2024 Added 9.49%
$1.18T
$791 Million 0.39% of portfolio
4,732
Q3 2024 Reduced 66.83%
$590B
$755 Million 0.37% of portfolio
1,641
Q3 2024 Added 56.14%
$12.3B
$649 Million 0.32% of portfolio
8,223
Q3 2024 Added 23.1%
$170B
$661 Million 0.32% of portfolio
5,458
Q3 2024 Reduced 1.78%
$60.6B
$642 Million 0.32% of portfolio
40,000
Q2 2024 New
$14.1B
$660 Million 0.32% of portfolio
10,646
Q3 2024 Reduced 1.11%
$69.1B
$587 Million 0.29% of portfolio
4,185
Q3 2024 Added 6.84%

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $204 Billion
  • Prior Value $183 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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