Iams Wealth Management, LLC Portfolio Holdings by Sector
Iams Wealth Management, LLC
- $164 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BILS FIXD BIL QQQ LMBS FVD FTA FTCS 65 stocks |
$101 Million
63.01% of portfolio
|
  45  
|
  18  
|
  17  
|
- |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$5.75 Million
3.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$5.15 Million
3.23% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA MCHP ADI AVGO 4 stocks |
$4.42 Million
2.76% of portfolio
|
  4  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
GILD JNJ AMGN LLY 4 stocks |
$3.95 Million
2.47% of portfolio
|
  3  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX SHEL 2 stocks |
$3.43 Million
2.15% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$3.21 Million
2.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LHX RTX 2 stocks |
$2.34 Million
1.47% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB PNC 2 stocks |
$2.21 Million
1.38% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
DD EMN 2 stocks |
$2.18 Million
1.36% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP HES 2 stocks |
$2.1 Million
1.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NVO 1 stocks |
$1.97 Million
1.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG EL 2 stocks |
$1.95 Million
1.22% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$1.79 Million
1.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
HON 1 stocks |
$1.77 Million
1.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1.65 Million
1.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$1.64 Million
1.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$1.63 Million
1.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$1.58 Million
0.99% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG 2 stocks |
$1.33 Million
0.83% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.18 Million
0.74% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$1.13 Million
0.71% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$1.06 Million
0.67% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$1.04 Million
0.65% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
EQIX 1 stocks |
$965,895
0.6% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$858,536
0.54% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$607,272
0.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$535,539
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$533,707
0.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
EVRG 1 stocks |
$503,084
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Personal Services | Consumer Cyclical
SCI 1 stocks |
$393,874
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$242,448
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|