IW
| |
IAMS WEALTH MANAGEMENT, LLC13F | |
| IAMS WEALTH MANAGEMENT, LLC | |
| Last update 2025-07-14 | 168 Stocks (35 new) |
| Value $218.00 Mil | Turnover 12 % |
IAMS WEALTH MANAGEMENT, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 25,491 | 14,062.4 | -2.36% | 6.460 | -0.13% | 0.000 | +30.41% | +10.65% | 359,714.8 | ||
SPY | SPDR S&P 500 ETF Trust | 17,720 | 10,949.1 | +2.60% | 5.030 | +0.13% | 0.000 | +22.72% | +7.92% | 648,753.6 | ||
MSFT | Microsoft Corp | 15,124 | 7,523.4 | +22.39% | 3.450 | +0.63% | 0.000 | +42.29% | +21.48% | 3,791,043.3 | Software | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 75,769 | 6,950.5 | -2.06% | 3.190 | -0.07% | 0.020 | +1.05% | +2.32% | 41,769.0 | ||
UPS | United Parcel Service Inc | 41,737 | 4,213.2 | +1.90% | 1.930 | +0.04% | 0.000 | +4.44% | -19.14% | 83,748.3 | Transportation | |
BUFR | FT Vest Laddered Buffer ETF | 125,190 | 3,981.0 | -27.16% | 1.830 | -0.64% | 0.060 | +15.01% | +5.64% | 7,046.4 | ||
FTGS | First Trust Growth Strength ETF | 115,100 | 3,935.3 | +0.69% | 1.810 | +0.01% | 0.340 | +25.29% | +10.29% | 1,176.5 | ||
NVDA | NVIDIA Corp | 24,312 | 3,841.1 | +10.43% | 1.760 | +0.17% | 0.000 | +76.86% | +27.64% | 4,179,539.5 | Semiconductors | |
TDIV |
First Trust NASDAQ Technology Dividend Index Fund
First Trust NASDAQ Technology Dividend Index Fund
| 40,324 | 3,636.1 | -15.59% | 1.670 | -0.25% | 0.110 | +37.63% | +18.83% | 3,386.4 | ||
FTCB |
First Trust Core Investment Grade ETF
First Trust Core Investment Grade ETF
| 149,236 | 3,142.9 | +15.30% | 1.440 | +0.19% | 0.280 | +2.11% | +3.70% | 1,260.0 |
IAMS WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns
IAMS WEALTH MANAGEMENT, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BUFD | FT Vest Laddered Deep Buffer ETF | 2025-06-30 | Reduce Reduce | -0.86% | 23.45 ($25.27) 26.56 | $26.76 | 5.90% | Reduce -61.62% | 46,230 | -74,237 | |
NFLX | Netflix Inc | 2025-06-30 | New Buy New Buy | +0.80% | 855.86 ($1127.52) 1339.13 | $1,233.27 | 9.38% | New holding | 1,309 | 1,309 | |
TMUS | T-Mobile US Inc | 2025-06-30 | Sold Out Sold Out | -0.79% | 220.99 ($244.5) 268.54 | $232.62 | -4.86% | Sold Out | 0 | -6,428 | |
AMGN | Amgen Inc | 2025-06-30 | Reduce Reduce | -0.74% | 262.28 ($283.74) 311.55 | $295.87 | 4.28% | Reduce -61.54% | 3,250 | -5,200 | |
FSIG |
First Trust Limited Duration Investment Grade Corporate ETF
First Trust Limited Duration Investment Grade Corporate ETF
| 2025-06-30 | New Buy New Buy | +0.67% | 18.77 ($18.98) 19.14 | $19.14 | 0.84% | New holding | 76,126 | 76,126 | |
BUFR | FT Vest Laddered Buffer ETF | 2025-06-30 | Reduce Reduce | -0.64% | 27.3 ($30.09) 31.8 | $32.19 | 6.98% | Reduce -27.16% | 125,190 | -46,686 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +0.63% | 354.56 ($433.34) 497.45 | $510.06 | 17.70% | Add 22.39% | 15,124 | 2,767 | |
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 2025-06-30 | Add Add | +0.59% | 51.6 ($58.81) 62.74 | $63.01 | 7.14% | Add 79.29% | 46,284 | 20,469 | |
BUFQ | FT Vest Laddered Nasdaq Buffer ETF | 2025-06-30 | Reduce Reduce | -0.58% | 27.46 ($30.97) 33.2 | $33.60 | 8.49% | Reduce -42.14% | 57,789 | -42,096 | |
RSMV |
Relative Strength Managed Volatility Strategy ETF
Relative Strength Managed Volatility Strategy ETF
| 2025-06-30 | New Buy New Buy | +0.56% | 21.8 ($23.6) 24.77 | $24.91 | 5.55% | New holding | 49,391 | 49,391 |
IAMS WEALTH MANAGEMENT, LLC Total Holding History ($B)
IAMS WEALTH MANAGEMENT, LLC's Asset Allocation
IAMS WEALTH MANAGEMENT, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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IAMS WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-06-30
IAMS WEALTH MANAGEMENT, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
IAMS WEALTH MANAGEMENT, LLC's Holdings Heat Map
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IAMS WEALTH MANAGEMENT, LLC's Holdings Bubble Chart
IAMS WEALTH MANAGEMENT, LLC News
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