The Analysis of IAMS WEALTH MANAGEMENT, LLC's Holdings
Currently, IAMS WEALTH MANAGEMENT, LLC holds 187 types of securities in its portfolio with a total value $277.0M. In the most recent quarter, they have increased their positions in VWOB (+49.9K shares, valued at $3.4M), FTCB (+125.3K shares, valued at $2.7M), JHMB (+112.1K shares, valued at $2.5M); decreased their positions in BILS (-17.5K shares, valued at $1.7M), AAPL (-5.0K shares, valued at $1.4M), TSLA (-3.0K shares, valued at $1.3M); initiated new positions in VWOB (+49.9K shares, valued at $3.4M), JHMB (+112.1K shares, valued at $2.5M), VPLS (+30.5K shares, valued at $2.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR18.8K shares1.23%2025-12-312026-01-26
BIL SPDR SERIES TRUST76.7K shares-14.14%2025-12-312026-01-26 MSFT MICROSOFT CORP14.1K shares22.33%2025-12-312026-01-26 FTCB FIRST TR EXCHANGE-TRADED FD272.2K shares85.25%2025-12-312026-01-26 BUFR FIRST TR EXCHNG TRADED FD VI161.5K shares18.31%2025-12-312026-01-26 RDVY FIRST TR EXCHANGE TRADED FD75.5K shares66.69%2025-12-312026-01-26 NVDA NVIDIA CORPORATION27.6K shares-0.35%2025-12-312026-01-26 AAPL APPLE INC18.0K shares-21.72%2025-12-312026-01-26 AMZN AMAZON COM INC18.4K shares44.79%2025-12-312026-01-26 UPS UNITED PARCEL SERVICE INC42.1K shares-6.40%2025-12-312026-01-26 ANGL VANECK ETF TRUST139.6K shares89.75%2025-12-312026-01-26 BUFQ FIRST TR EXCHNG TRADED FD VI106.6K shares58.08%2025-12-312026-01-26 META META PLATFORMS INC5.6K shares40.72%2025-12-312026-01-26 TDIV FIRST TR EXCHANGE TRADED FD38.1K shares-3.41%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.10.5K shares2.22%2025-12-312026-01-26 VWOB VANGUARD WHITEHALL FDS49.9K sharesnew addition2025-12-312026-01-26 ALPHABET INC ALPHABET INC10.2K shares-24.72%2025-12-312026-01-26 GILD GILEAD SCIENCES INC24.7K shares-2.45%2025-12-312026-01-26 BUFD FIRST TR EXCHNG TRADED FD VI106.3K shares36.50%2025-12-312026-01-26 NVO NOVO-NORDISK A S57.0K shares15.60%2025-12-312026-01-26 FTGS FIRST TR EXCHANGE-TRADED FD81.2K shares-27.82%2025-12-312026-01-26 FVD FIRST TR EXCHANGE-TRADED FD60.2K shares0.91%2025-12-312026-01-26 BROADCOM INC BROADCOM INC8.0K shares-12.07%2025-12-312026-01-26 AFLG FIRST TR EXCHNG TRADED FD VI69.9K shares-2.84%2025-12-312026-01-26 FTA FIRST TR EXCHANGE-TRADED ALP31.7K shares-8.20%2025-12-312026-01-26 WFC WELLS FARGO CO NEW27.6K shares-9.68%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO17.5K shares-12.07%2025-12-312026-01-26 HON HONEYWELL INTL INC12.8K shares7.18%2025-12-312026-01-26 JHMB JOHN HANCOCK EXCHANGE TRADED112.1K sharesnew addition2025-12-312026-01-26 AJG GALLAGHER ARTHUR J & CO9.6K shares17.71%2025-12-312026-01-26 ALPHABET INC ALPHABET INC7.9K shares2.35%2025-12-312026-01-26 LHX L3HARRIS TECHNOLOGIES INC8.3K shares-2.12%2025-12-312026-01-26 VPLS VANGUARD MALVERN FDS30.5K sharesnew addition2025-12-312026-01-26 XLG INVESCO EXCHANGE TRADED FD T40.1K shares49.57%2025-12-312026-01-26 FTSM FIRST TR EXCHANGE-TRADED FD39.6K shares33.03%2025-12-312026-01-26 QTEC FIRST TR EXCHANGE-TRADED FD10.0K shares-4.84%2025-12-312026-01-26 HD HOME DEPOT INC6.6K shares17.70%2025-12-312026-01-26 LGOV FIRST TR EXCHANGE-TRADED FD100.3K shares90.67%2025-12-312026-01-26 VOOG VANGUARD ADMIRAL FDS INC4.9K shares124.23%2025-12-312026-01-26 FEMB FIRST TR EXCH TRADED FD III70.0K sharesnew addition2025-12-312026-01-26 ABT ABBOTT LABS16.2K shares3.29%2025-12-312026-01-26 SHEL SHELL PLC27.4K shares-4.72%2025-12-312026-01-26 MCD MCDONALDS CORP6.5K shares-4.00%2025-12-312026-01-26 CMCSA COMCAST CORP NEW66.4K shares2.85%2025-12-312026-01-26 AZN ASTRAZENECA PLC21.4K shares-20.36%2025-12-312026-01-26 USB US BANCORP DEL35.8K shares-4.83%2025-12-312026-01-26 COP CONOCOPHILLIPS20.1K shares5.42%2025-12-312026-01-26 BKLN INVESCO EXCH TRADED FD TR II89.1K shares79.55%2025-12-312026-01-26 BILS SPDR SERIES TRUST18.7K shares-48.35%2025-12-312026-01-26 SPMO INVESCO EXCH TRADED FD TR II14.4K shares141.30%2025-12-312026-01-26 VOOV VANGUARD ADMIRAL FDS INC7.9K shares71.51%2025-12-312026-01-26 BAC BANK AMERICA CORP28.8K shares-4.05%2025-12-312026-01-26 PNC PNC FINL SVCS GROUP INC7.6K shares16.27%2025-12-312026-01-26 JHMD JOHN HANCOCK EXCHANGE TRADED37.9K sharesnew addition2025-12-312026-01-26 XLSR SSGA ACTIVE TR25.1K shares-12.61%2025-12-312026-01-26 CVX CHEVRON CORP NEW10.0K shares10.90%2025-12-312026-01-26 FDN FIRST TR EXCHANGE-TRADED FD5.4K shares-0.98%2025-12-312026-01-26 FTCS FIRST TR EXCHANGE-TRADED FD15.5K shares-4.64%2025-12-312026-01-26 AMGN AMGEN INC4.3K shares148.94%2025-12-312026-01-26 JHMM JOHN HANCOCK EXCHANGE TRADED21.3K shares189.94%2025-12-312026-01-26 SPDW SPDR INDEX SHS FDS30.3K shares18.93%2025-12-312026-01-26 FIXD FIRST TR EXCHNG TRADED FD VI30.1K shares-42.85%2025-12-312026-01-26 FDT FIRST TR EXCH TRD ALPHDX FD16.7K shares-13.09%2025-12-312026-01-26 PEP PEPSICO INC9.1K shares-5.71%2025-12-312026-01-26 TSLA TESLA INC2.9K shares-50.87%2025-12-312026-01-26 FIIG FIRST TR EXCHANGE-TRADED FD59.4K shares-6.28%2025-12-312026-01-26 WM WASTE MGMT INC DEL5.7K shares-2.04%2025-12-312026-01-26 ADI ANALOG DEVICES INC4.6K shares-11.95%2025-12-312026-01-26 UCON FIRST TR EXCHNG TRADED FD VI49.5K shares74.08%2025-12-312026-01-26 MCHP MICROCHIP TECHNOLOGY INC.19.3K shares7.04%2025-12-312026-01-26 IVW ISHARES TR9.9K shares-4.24%2025-12-312026-01-26 VCIT VANGUARD SCOTTSDALE FDS14.2K sharesnew addition2025-12-312026-01-26 INTC INTEL CORP30.8K sharesnew addition2025-12-312026-01-26 QQQM INVESCO EXCH TRADED FD TR II4.3K sharesnew addition2025-12-312026-01-26 EQIX EQUINIX INC1.4K shares0.50%2025-12-312026-01-26 KNG FIRST TR EXCHANGE-TRADED FD22.0K shares-8.78%2025-12-312026-01-26 FISR SSGA ACTIVE TR41.2K shares39.46%2025-12-312026-01-26 VGSH VANGUARD SCOTTSDALE FDS17.8K shares9.22%2025-12-312026-01-26 SCI SERVICE CORP INTL13.2K shares8.92%2025-12-312026-01-26 FSIG FIRST TR EXCHANGE-TRADED FD53.2K shares-29.29%2025-12-312026-01-26 MGOV FIRST TR EXCHANGE-TRADED FD49.8K sharesnew addition2025-12-312026-01-26 SPEM SPDR INDEX SHS FDS21.6K shares-12.71%2025-12-312026-01-26 IVE ISHARES TR4.7K shares2.68%2025-12-312026-01-26 FBT FIRST TR EXCHANGE-TRADED FD4.6K shares-18.87%2025-12-312026-01-26 EVRG EVERGY INC12.8K shares7.06%2025-12-312026-01-26 SRE SEMPRA10.5K shares2.51%2025-12-312026-01-26 EMN EASTMAN CHEM CO14.4K shares2.46%2025-12-312026-01-26 FMF FIRST TR EXCHANGE-TRADED FD19.6K shares-5.27%2025-12-312026-01-26 CSCO CISCO SYS INC11.9K shares120.63%2025-12-312026-01-26 IEI ISHARES TR7.6K shares40.51%2025-12-312026-01-26 LMBS FIRST TR EXCHANGE-TRADED FD18.2K shares-50.82%2025-12-312026-01-26 LOW LOWES COS INC3.7K shares18.13%2025-12-312026-01-26 WMT WALMART INC7.5K shares-33.90%2025-12-312026-01-26 CTAS CINTAS CORP4.4K shares26.54%2025-12-312026-01-26 SYK STRYKER CORPORATION2.3K shares25.16%2025-12-312026-01-26 ROP ROPER TECHNOLOGIES INC1.8K shares32.33%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON3.7K shares-14.38%2025-12-312026-01-26 LLY ELI LILLY & CO702 sharesnew addition2025-12-312026-01-26 BWXT BWX TECHNOLOGIES INC4.4K shares-3.90%2025-12-312026-01-26 BUFG FIRST TR EXCHNG TRADED FD VI25.8K shares0.00%2025-12-312026-01-26 PM PHILIP MORRIS INTL INC4.4K shares36.05%2025-12-312026-01-26 XLC SELECT SECTOR SPDR TR5.9K shares6.58%2025-12-312026-01-26 FXH FIRST TR EXCHANGE TRADED FD6.0K sharesnew addition2025-12-312026-01-26 FEM FIRST TR EXCH TRD ALPHDX FD24.7K shares-8.64%2025-12-312026-01-26 RTX RTX CORPORATION3.6K shares-14.18%2025-12-312026-01-26 FEP FIRST TR EXCH TRD ALPHDX FD12.1K shares-10.90%2025-12-312026-01-26 NTES NETEASE INC4.5K sharesnew addition2025-12-312026-01-26 VGIT VANGUARD SCOTTSDALE FDS10.1K shares-4.39%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW695 shares14.31%2025-12-312026-01-26 FJP FIRST TR EXCH TRD ALPHDX FD8.6K shares-11.43%2025-12-312026-01-26 DIS DISNEY WALT CO5.1K shares17.40%2025-12-312026-01-26 SPSM SPDR SERIES TRUST11.9K shares-30.10%2025-12-312026-01-26 FTXO FIRST TR EXCHANGE TRADED FD14.7K shares-58.09%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR19.9K shares1.70%2025-12-312026-01-26 MAGS LISTED FDS TR8.2K shares6.22%2025-12-312026-01-26 XLI SELECT SECTOR SPDR TR3.5K shares8.57%2025-12-312026-01-26 RSMV LISTED FDS TR18.7K shares33.76%2025-12-312026-01-26 GLD SPDR GOLD TR1.3K shares-12.70%2025-12-312026-01-26 FTLS FIRST TR EXCH TRADED FD III6.9K shares-10.62%2025-12-312026-01-26 FAAR FIRST TR EXCHANGE TRAD FD VI17.8K shares1.09%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC11.4K shares28.80%2025-12-312026-01-26 FDL FIRST TR EXCHANGE-TRADED FD10.0K shares-21.27%2025-12-312026-01-26 XAR SPDR SERIES TRUST1.8K shares-2.20%2025-12-312026-01-26 IEFA ISHARES TR4.7K shares4.16%2025-12-312026-01-26 XLU SELECT SECTOR SPDR TR9.6K shares151.07%2025-12-312026-01-26 RF REGIONS FINANCIAL CORP NEW14.8K shares20.22%2025-12-312026-01-26 SPTL SPDR SERIES TRUST15.1K sharesnew addition2025-12-312026-01-26 V VISA INC1.1K shares10.63%2025-12-312026-01-26 MO ALTRIA GROUP INC6.8K shares27.96%2025-12-312026-01-26 TJX TJX COS INC NEW2.5K shares13.62%2025-12-312026-01-26 HWM HOWMET AEROSPACE INC1.9K shares18.74%2025-12-312026-01-26 DFAC DIMENSIONAL ETF TRUST9.6K shares0.00%2025-12-312026-01-26 ABBV ABBVIE INC1.7K shares-4.81%2025-12-312026-01-26 HYLS FIRST TR EXCHANGE-TRADED FD9.0K shares-10.87%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC2.1K shares7.61%2025-12-312026-01-26 SO SOUTHERN CO4.3K shares39.06%2025-12-312026-01-26 MAIN MAIN STR CAP CORP6.1K shares0.00%2025-12-312026-01-26 CEG CONSTELLATION ENERGY CORP1.0K shares19.77%2025-12-312026-01-26 VLUE ISHARES TR2.7K sharesnew addition2025-12-312026-01-26 HODL VANECK BITCOIN ETF14.7K shares-10.40%2025-12-312026-01-26 UAL UNITED AIRLS HLDGS INC3.2K shares14.64%2025-12-312026-01-26 COF CAPITAL ONE FINL CORP1.4K sharesnew addition2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC1.1K sharesnew addition2025-12-312026-01-26 ORLY OREILLY AUTOMOTIVE INC3.8K sharesnew addition2025-12-312026-01-26 HLT HILTON WORLDWIDE HLDGS INC1.2K shares30.34%2025-12-312026-01-26 TRV TRAVELERS COMPANIES INC1.2K shares25.77%2025-12-312026-01-26 IVV ISHARES TR501 shares0.40%2025-12-312026-01-26 T AT&T INC13.6K shares64.76%2025-12-312026-01-26 ARES ARES MANAGEMENT CORPORATION2.1K shares37.81%2025-12-312026-01-26 SPMD SPDR SERIES TRUST5.7K shares-13.15%2025-12-312026-01-26 EMHY ISHARES INC8.2K sharesnew addition2025-12-312026-01-26 HYLB DBX ETF TR9.0K shares-56.96%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS1.1K shares27.59%2025-12-312026-01-26 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares-62.17%2025-12-312026-01-26 CERY SPDR SERIES TRUST11.4K shares-41.26%2025-12-312026-01-26 HMC HONDA MOTOR LTD10.4K sharesnew addition2025-12-312026-01-26 KR KROGER CO4.9K shares61.58%2025-12-312026-01-26 EL LAUDER ESTEE COS INC2.8K shares7.58%2025-12-312026-01-26 PEG PUBLIC SVC ENTERPRISE GRP IN3.7K shares47.13%2025-12-312026-01-26 HAS HASBRO INC3.6K sharesnew addition2025-12-312026-01-26 VTI VANGUARD INDEX FDS863 sharesnew addition2025-12-312026-01-26 TM TOYOTA MOTOR CORP1.3K sharesnew addition2025-12-312026-01-26 PTY PIMCO CORPORATE & INCOME OPP22.0K shares0.00%2025-12-312026-01-26 GWX SPDR INDEX SHS FDS6.8K shares-7.91%2025-12-312026-01-26 STZ CONSTELLATION BRANDS INC2.0K shares27.77%2025-12-312026-01-26 VBR VANGUARD INDEX FDS1.3K sharesnew addition2025-12-312026-01-26 PAXS PIMCO ACCESS INCOME FUND17.3K shares0.00%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS1.2K shares-55.85%2025-12-312026-01-26 EMHC SPDR SERIES TRUST10.1K shares-0.16%2025-12-312026-01-26 IWB ISHARES TR687 shares-18.99%2025-12-312026-01-26 SRLN SSGA ACTIVE ETF TR6.0K shares4.23%2025-12-312026-01-26 VUG VANGUARD INDEX FDS498 shares-2.73%2025-12-312026-01-26 CFG CITIZENS FINL GROUP INC4.0K sharesnew addition2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE758 sharesnew addition2025-12-312026-01-26 BGT BLACKROCK FLOATING RATE INC20.0K shares0.00%2025-12-312026-01-26 FID FIRST TR EXCHANGE TRADED FD10.5K shares-5.07%2025-12-312026-01-26 XOM EXXON MOBIL CORP1.8K shares-11.63%2025-12-312026-01-26 TIPX SPDR SERIES TRUST10.6K shares3.17%2025-12-312026-01-26 EVV EATON VANCE LIMITED DURATION20.0K shares0.00%2025-12-312026-01-26 PHK PIMCO HIGH INCOME FD30.0K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available