Iams Wealth Management, LLC Portfolio Holdings by Sector

Iams Wealth Management, LLC

$249 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs QQQ SPY BIL BUFR TDIV BILS RDVY FTA 81 stocks	$118 Million 50.7% of portfolio	50	29	6	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO ADI MCHP TSM TXN 6 stocks	$11.6 Million 4.97% of portfolio	3	3	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$8.09 Million 3.47% of portfolio	3	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC 3 stocks	$7.34 Million 3.15% of portfolio	-	3	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare GILD AZN JNJ AMGN ABBV 5 stocks	$6.56 Million 2.82% of portfolio	3	2	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$6.34 Million 2.72% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5.87 Million 2.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LHX BWXT RTX HWM 4 stocks	$4.44 Million 1.9% of portfolio	1	3	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$3.76 Million 1.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy SHEL CVX XOM 3 stocks	$3.69 Million 1.58% of portfolio	2	1	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB PNC RF 3 stocks	$3.45 Million 1.48% of portfolio	1	2	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG EL 2 stocks	$3.28 Million 1.41% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD EMN ECL 3 stocks	$3.26 Million 1.4% of portfolio	2	1	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$3.04 Million 1.31% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2.78 Million 1.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT SYK 2 stocks	$2.77 Million 1.19% of portfolio	2	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO 1 stocks	$2.73 Million 1.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA VZ T 3 stocks	$2.65 Million 1.14% of portfolio	3	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$2.6 Million 1.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN IBM FISV 3 stocks	$2.53 Million 1.09% of portfolio	3	-	2	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AJG 1 stocks	$2.52 Million 1.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$2.51 Million 1.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$2.06 Million 0.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services MAIN PTY PAXS BGT ARES EVV PHK 7 stocks	$1.82 Million 0.78% of portfolio	2	1	2	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$1.8 Million 0.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$1.73 Million 0.74% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EVRG SO ES PEG 4 stocks	$1.65 Million 0.71% of portfolio	4	-	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.52 Million 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$1.36 Million 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$1.29 Million 0.55% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX 1 stocks	$1.1 Million 0.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical SCI 1 stocks	$1.01 Million 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$924,778 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$871,274 0.37% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO STZ 2 stocks	$866,685 0.37% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$710,909 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROP 1 stocks	$660,286 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$492,988 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$369,851 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$347,028 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$321,567 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$284,659 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Airlines \| Industrials UAL 1 stocks	$269,526 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$263,349 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Consulting Services \| Industrials EFX 1 stocks	$249,879 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$239,468 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$227,209 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive K 1 stocks	$217,600 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$203,376 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive TSN 1 stocks	$200,368 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts

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Iams Wealth Management, LLC Portfolio Holdings by Sector

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