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Size ($ in 1000's)
At 03/31/2024: $164,596 At 12/31/2023: $154,642
Iams Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Iams Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Iams Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Iams Wealth Management LLC.
In the Iams Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Iams Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Iams Wealth Management LLC top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
SPDR SER TR (BILS) |
159,942 |
+32,723 |
$15,895 | BILS | 159,942 | +32,723 | $15,895 | FIRST TR EXCHNG TRADED FD VI (FIXD) |
208,136 |
-9,494 |
$9,035 | FIXD | 208,136 | -9,494 | $9,035 | SPDR SER TR (BIL) |
85,320 |
+14,739 |
$7,828 | BIL | 85,320 | +14,739 | $7,828 | INVESCO QQQ TR |
13,938 |
+4,534 |
$6,067 | QQQ | 13,938 | +4,534 | $6,067 | UNITED PARCEL SERVICE INC |
38,906 |
+1,615 |
$5,749 | UPS | 38,906 | +1,615 | $5,749 | FIRST TR EXCHANGE TRADED FD (LMBS) |
74,981 |
+5,253 |
$3,602 | LMBS | 74,981 | +5,253 | $3,602 | FIRST TR VALUE LINE DIVID IN (FVD) |
87,201 |
-823 |
$3,574 | FVD | 87,201 | -823 | $3,574 | FIRST TR LRG CP VL ALPHADEX (FTA) |
48,513 |
+2,345 |
$3,486 | FTA | 48,513 | +2,345 | $3,486 | FIRST TR EXCHANGE TRADED FD (FTCS) |
40,631 |
+454 |
$3,409 | FTCS | 40,631 | +454 | $3,409 | MICROSOFT CORP |
7,869 |
-146 |
$3,208 | MSFT | 7,869 | -146 | $3,208 | FIRST TR EXCHANGE TRADED FD (FSIG) |
165,099 |
+6,410 |
$3,096 | FSIG | 165,099 | +6,410 | $3,096 | FIRST TR EXCHANGE TRADED FD (TDIV) |
44,828 |
-556 |
$3,023 | TDIV | 44,828 | -556 | $3,023 | VANECK ETF TRUST (ANGL) |
89,670 |
+9,689 |
$2,572 | ANGL | 89,670 | +9,689 | $2,572 | FIRST TR EXCHANGE TRADED FD (FDN) |
12,212 |
+4,504 |
$2,455 | FDN | 12,212 | +4,504 | $2,455 | FIRST TRUST LRGCP GWT ALPHAD (FTC) |
17,801 |
+1,505 |
$2,130 | FTC | 17,801 | +1,505 | $2,130 | CONOCOPHILLIPS |
16,025 |
+856 |
$2,040 | COP | 16,025 | +856 | $2,040 | JPMORGAN CHASE & CO |
10,790 |
-899 |
$1,989 | JPM | 10,790 | -899 | $1,989 | WELLS FARGO CO NEW |
36,098 |
-2,733 |
$1,975 | WFC | 36,098 | -2,733 | $1,975 | ISHARES TR (IVW) |
23,977 |
+5,661 |
$1,970 | IVW | 23,977 | +5,661 | $1,970 | NOVO NORDISK A S |
16,194 |
-2,430 |
$1,968 | NVO | 16,194 | -2,430 | $1,968 | FIRST TR EXCHANGE TRADED FD (FXH) |
18,213 |
+2,196 |
$1,950 | FXH | 18,213 | +2,196 | $1,950 | SPDR S&P 500 ETF TR (SPY) |
3,717 |
+2,496 |
$1,882 | SPY | 3,717 | +2,496 | $1,882 | CHEVRON CORP NEW |
11,801 |
+1,702 |
$1,798 | CVX | 11,801 | +1,702 | $1,798 | ABBOTT LABS |
14,876 |
-518 |
$1,786 | ABT | 14,876 | -518 | $1,786 | HONEYWELL INTL INC |
8,983 |
+466 |
$1,775 | HON | 8,983 | +466 | $1,775 | L3HARRIS TECHNOLOGIES INC |
8,312 |
+64 |
$1,772 | LHX | 8,312 | +64 | $1,772 | PROCTER AND GAMBLE CO |
10,867 |
+459 |
$1,739 | PG | 10,867 | +459 | $1,739 | DUPONT DE NEMOURS INC |
22,236 |
+1,295 |
$1,705 | DD | 22,236 | +1,295 | $1,705 | HOME DEPOT INC |
4,380 |
-513 |
$1,654 | HD | 4,380 | -513 | $1,654 | COMCAST CORP NEW |
38,973 |
+902 |
$1,643 | CMCSA | 38,973 | +902 | $1,643 | SHELL PLC |
26,124 |
+1,342 |
$1,635 | SHEL | 26,124 | +1,342 | $1,635 | ACCENTURE PLC IRELAND |
4,305 |
+1,123 |
$1,627 | ACN | 4,305 | +1,123 | $1,627 | FIRST TR EXCHNG TRADED FD VI (BUFR) |
58,617 |
-54,047 |
$1,613 | BUFR | 58,617 | -54,047 | $1,613 | MCDONALDS CORP |
5,360 |
+51 |
$1,582 | MCD | 5,360 | +51 | $1,582 | FIRST TR EXCHANGE TRADED FD (RDVY) |
28,638 |
-290 |
$1,507 | RDVY | 28,638 | -290 | $1,507 | GILEAD SCIENCES INC |
20,609 |
+167 |
$1,498 | GILD | 20,609 | +167 | $1,498 | NVIDIA CORPORATION |
1,653 |
+745 |
$1,494 | NVDA | 1,653 | +745 | $1,494 | FIRST TR EXCH TRD ALPHDX FD (FDT) |
26,508 |
+436 |
$1,423 | FDT | 26,508 | +436 | $1,423 | FIRST TR MORNINGSTAR DIVID L (FDL) |
37,197 |
-9,913 |
$1,352 | FDL | 37,197 | -9,913 | $1,352 | BANK AMERICA CORP |
34,673 |
-1,493 |
$1,315 | BAC | 34,673 | -1,493 | $1,315 | FIRST TR LRGE CP CORE ALPHA (FEX) |
13,197 |
+4,377 |
$1,251 | FEX | 13,197 | +4,377 | $1,251 | ISHARES TR (IVE) |
6,786 |
-108 |
$1,217 | IVE | 6,786 | -108 | $1,217 | MICROCHIP TECHNOLOGY INC. |
14,539 |
+1,012 |
$1,195 | MCHP | 14,539 | +1,012 | $1,195 | US BANCORP DEL |
28,717 |
-3,397 |
$1,184 | USB | 28,717 | -3,397 | $1,184 | FIRST TR EXCHANGE TRADED FD (FMF) |
23,858 |
+2,183 |
$1,180 | FMF | 23,858 | +2,183 | $1,180 | APPLE INC |
6,486 |
+1,233 |
$1,177 | AAPL | 6,486 | +1,233 | $1,177 | FIRST TR EXCHANGE TRAD FD VI (FAAR) |
40,513 |
+3,391 |
$1,152 | FAAR | 40,513 | +3,391 | $1,152 | PNC FINL SVCS GROUP INC |
7,026 |
-684 |
$1,135 | PNC | 7,026 | -684 | $1,135 | DIAGEO PLC |
7,362 |
+1,504 |
$1,128 | DEO | 7,362 | +1,504 | $1,128 | ISHARES TR (IWF) |
3,424 |
+3,424 |
$1,128 | IWF | 3,424 | +3,424 | $1,128 |
See Full List: All Stocks Held By Iams Wealth Management LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Iams Wealth Management LLC
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