The Analysis of IAMS WEALTH MANAGEMENT, LLC's Holdings


Currently, IAMS WEALTH MANAGEMENT, LLC holds 184 types of securities in its portfolio with a total value $249.3M. In the most recent quarter, they have increased their positions in GOOGL (+9.9K shares, valued at $2.4M), AAPL (+9.3K shares, valued at $2.4M), FTSM (+29.8K shares, valued at $1.8M); decreased their positions in MSFT (-3.6K shares, valued at $1.8M), RSMV (-35.4K shares, valued at $942.1K), FISR (-27.6K shares, valued at $718.9K); initiated new positions in FTSM (+29.8K shares, valued at $1.8M), WM (+5.8K shares, valued at $1.3M), SCHD (+19.6K shares, valued at $533.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
QQQ INVESCO QQQ TR24.7K shares-3.06%2025-09-302025-10-15history
SPY SPDR S&P 500 ETF TR18.6K shares4.98%2025-09-302025-10-15history
BIL SPDR SERIES TRUST89.3K shares17.85%2025-09-302025-10-15history
MSFT MICROSOFT CORP11.6K shares-23.56%2025-09-302025-10-15history
AAPL APPLE INC23.0K shares67.42%2025-09-302025-10-15history
NVDA NVIDIA CORPORATION27.7K shares13.89%2025-09-302025-10-15history
BUFR FIRST TR EXCHNG TRADED FD VI136.5K shares9.05%2025-09-302025-10-15history
FTGS FIRST TR EXCHANGE-TRADED FD112.5K shares-2.26%2025-09-302025-10-15history
Sponsored
TDIV FIRST TR EXCHANGE TRADED FD39.4K shares-2.19%2025-09-302025-10-15history
UPS UNITED PARCEL SERVICE INC45.0K shares7.74%2025-09-302025-10-15history
BILS SPDR SERIES TRUST36.2K shares17.47%2025-09-302025-10-15history
GOOGL ALPHABET INC13.6K shares268.01%2025-09-302025-10-15history
JPM JPMORGAN CHASE & CO.10.2K shares-5.19%2025-09-302025-10-15history
FTCB FIRST TR EXCHANGE-TRADED FD146.9K shares-1.55%2025-09-302025-10-15history
PG PROCTER AND GAMBLE CO19.9K shares14.96%2025-09-302025-10-15history
RDVY FIRST TR EXCHANGE TRADED FD45.3K shares-2.19%2025-09-302025-10-15history
Sponsored
AVGO BROADCOM INC9.0K shares-14.42%2025-09-302025-10-15history
META META PLATFORMS INC4.0K shares60.71%2025-09-302025-10-15history
FTA FIRST TR EXCHANGE-TRADED ALP34.5K shares-2.45%2025-09-302025-10-15history
GILD GILEAD SCIENCES INC25.3K shares8.03%2025-09-302025-10-15history
AFLG FIRST TR EXCHNG TRADED FD VI71.9K shares-1.70%2025-09-302025-10-15history
AMZN AMAZON COM INC12.7K shares32.55%2025-09-302025-10-15history
FVD FIRST TR EXCHANGE-TRADED FD59.7K shares-0.52%2025-09-302025-10-15history
NVO NOVO-NORDISK A S49.3K shares34.42%2025-09-302025-10-15history
Sponsored
TSLA TESLA INC5.8K shares-20.42%2025-09-302025-10-15history
LHX L3HARRIS TECHNOLOGIES INC8.5K shares-15.00%2025-09-302025-10-15history
WFC WELLS FARGO CO NEW30.5K shares-3.03%2025-09-302025-10-15history
AJG GALLAGHER ARTHUR J & CO8.1K shares18.80%2025-09-302025-10-15history
HON HONEYWELL INTL INC11.9K shares12.05%2025-09-302025-10-15history
QTEC FIRST TR EXCHANGE-TRADED FD10.5K shares-0.80%2025-09-302025-10-15history
BUFQ FIRST TR EXCHNG TRADED FD VI67.5K shares16.72%2025-09-302025-10-15history
FIXD FIRST TR EXCHNG TRADED FD VI52.7K shares22.98%2025-09-302025-10-15history
Sponsored
HD HOME DEPOT INC5.6K shares-2.18%2025-09-302025-10-15history
ANGL VANECK ETF TRUST73.6K shares26.87%2025-09-302025-10-15history
BUFD FIRST TR EXCHNG TRADED FD VI77.8K shares68.39%2025-09-302025-10-15history
DD DUPONT DE NEMOURS INC27.2K shares-4.80%2025-09-302025-10-15history
ABT ABBOTT LABS15.6K shares7.59%2025-09-302025-10-15history
ACN ACCENTURE PLC IRELAND8.4K shares41.66%2025-09-302025-10-15history
SHEL SHELL PLC28.8K shares-1.42%2025-09-302025-10-15history
AZN ASTRAZENECA PLC26.8K shares1.32%2025-09-302025-10-15history
Sponsored
MCD MCDONALDS CORP6.8K shares14.41%2025-09-302025-10-15history
CMCSA COMCAST CORP NEW64.6K shares16.93%2025-09-302025-10-15history
GOOG ALPHABET INC7.7K shares42.28%2025-09-302025-10-15history
LMBS FIRST TR EXCHANGE-TRADED FD37.1K shares0.58%2025-09-302025-10-15history
USB US BANCORP DEL37.6K shares-4.37%2025-09-302025-10-15history
COP CONOCOPHILLIPS19.1K shares7.10%2025-09-302025-10-15history
FTSM FIRST TR EXCHANGE-TRADED FD29.8K sharesnew addition2025-09-302025-10-15history
XLSR SSGA ACTIVE TR28.7K shares-4.42%2025-09-302025-10-15history
Sponsored
VOO VANGUARD INDEX FDS2.5K shares51.79%2025-09-302025-10-15history
BAC BANK AMERICA CORP30.0K shares-8.11%2025-09-302025-10-15history
XLG INVESCO EXCHANGE TRADED FD T26.8K shares31.52%2025-09-302025-10-15history
BRK.B BERKSHIRE HATHAWAY INC DEL3.0K shares136.95%2025-09-302025-10-15history
FTCS FIRST TR EXCHANGE-TRADED FD16.2K shares-2.48%2025-09-302025-10-15history
FDN FIRST TR EXCHANGE-TRADED FD5.4K shares-1.79%2025-09-302025-10-15history
FDT FIRST TR EXCH TRD ALPHDX FD19.2K shares-6.84%2025-09-302025-10-15history
FSIG FIRST TR EXCHANGE-TRADED FD75.3K shares-1.15%2025-09-302025-10-15history
Sponsored
CVX CHEVRON CORP NEW9.0K shares11.00%2025-09-302025-10-15history
PEP PEPSICO INC9.7K shares5.05%2025-09-302025-10-15history
FIIG FIRST TR EXCHANGE-TRADED FD63.4K shares-1.52%2025-09-302025-10-15history
PNC PNC FINL SVCS GROUP INC6.5K shares-13.13%2025-09-302025-10-15history
WM WASTE MGMT INC DEL5.8K sharesnew addition2025-09-302025-10-15history
ADI ANALOG DEVICES INC5.2K shares-13.88%2025-09-302025-10-15history
IVW ISHARES TR10.4K shares-25.42%2025-09-302025-10-15history
FTXO FIRST TR EXCHANGE TRADED FD35.1K shares-2.13%2025-09-302025-10-15history
Sponsored
KNG FIRST TR EXCHANGE-TRADED FD24.1K shares0.98%2025-09-302025-10-15history
WMT WALMART INC11.3K shares56.01%2025-09-302025-10-15history
SPEM SPDR INDEX SHS FDS24.8K shares20.71%2025-09-302025-10-15history
MCHP MICROCHIP TECHNOLOGY INC.18.0K shares-9.47%2025-09-302025-10-15history
LGOV FIRST TR EXCHANGE-TRADED FD52.6K shares6.20%2025-09-302025-10-15history
EQIX EQUINIX INC1.4K shares22.25%2025-09-302025-10-15history
SPDW SPDR INDEX SHS FDS25.5K shares46.51%2025-09-302025-10-15history
CLOI VANECK ETF TRUST20.2K shares68.94%2025-09-302025-10-15history
Sponsored
BKLN INVESCO EXCH TRADED FD TR II49.6K shares76.61%2025-09-302025-10-15history
FBT FIRST TR EXCHANGE-TRADED FD5.7K shares-2.87%2025-09-302025-10-15history
MBSF VALUED ADVISERS TR39.7K shares57.68%2025-09-302025-10-15history
SCI SERVICE CORP INTL12.1K shares14.15%2025-09-302025-10-15history
FMF FIRST TR EXCHANGE-TRADED FD20.7K shares-9.03%2025-09-302025-10-15history
VGSH VANGUARD SCOTTSDALE FDS16.3K shares10.13%2025-09-302025-10-15history
VOOG VANGUARD ADMIRAL FDS INC2.2K shares7.58%2025-09-302025-10-15history
IVE ISHARES TR4.6K shares-23.96%2025-09-302025-10-15history
Sponsored
SRE SEMPRA10.3K shares-0.66%2025-09-302025-10-15history
VOOV VANGUARD ADMIRAL FDS INC4.6K shares21.89%2025-09-302025-10-15history
EVRG EVERGY INC12.0K shares33.61%2025-09-302025-10-15history
EMN EASTMAN CHEM CO14.1K shares14.61%2025-09-302025-10-15history
BWXT BWX TECHNOLOGIES INC4.5K shares-18.08%2025-09-302025-10-15history
JNJ JOHNSON & JOHNSON4.3K shares-0.92%2025-09-302025-10-15history
TSM TAIWAN SEMICONDUCTOR MFG LTD2.9K shares25.22%2025-09-302025-10-15history
LOW LOWES COS INC3.1K shares13.01%2025-09-302025-10-15history
Sponsored
SPSM SPDR SERIES TRUST17.0K shares82.62%2025-09-302025-10-15history
HYLB DBX ETF TR20.8K shares-8.21%2025-09-302025-10-15history
FISR SSGA ACTIVE TR29.5K shares-48.29%2025-09-302025-10-15history
FEM FIRST TR EXCH TRD ALPHDX FD27.0K shares-6.88%2025-09-302025-10-15history
SPMO INVESCO EXCH TRADED FD TR II6.0K shares-24.50%2025-09-302025-10-15history
UCON FIRST TR EXCHNG TRADED FD VI28.4K shares69.60%2025-09-302025-10-15history
CTAS CINTAS CORP3.5K shares23.68%2025-09-302025-10-15history
RTX RTX CORPORATION4.2K shares-11.54%2025-09-302025-10-15history
Sponsored
FEP FIRST TR EXCH TRD ALPHDX FD13.6K shares-5.73%2025-09-302025-10-15history
BUFG FIRST TR EXCHNG TRADED FD VI25.8K shares0.00%2025-09-302025-10-15history
SYK STRYKER CORPORATION1.8K shares19.22%2025-09-302025-10-15history
IEF ISHARES TR6.9K shares8.95%2025-09-302025-10-15history
ROP ROPER TECHNOLOGIES INC1.3K shares38.78%2025-09-302025-10-15history
XLC SELECT SECTOR SPDR TR5.5K shares-22.23%2025-09-302025-10-15history
DEO DIAGEO PLC6.9K shares27.70%2025-09-302025-10-15history
VTIP VANGUARD MALVERN FDS12.9K shares69.96%2025-09-302025-10-15history
Sponsored
IEI ISHARES TR5.4K shares8.22%2025-09-302025-10-15history
VCSH VANGUARD SCOTTSDALE FDS8.1K shares70.22%2025-09-302025-10-15history
VRIG INVESCO ACTIVELY MANAGED EXC25.6K shares69.73%2025-09-302025-10-15history
VGIT VANGUARD SCOTTSDALE FDS10.6K shares8.66%2025-09-302025-10-15history
FJP FIRST TR EXCH TRD ALPHDX FD9.7K shares-6.87%2025-09-302025-10-15history
VIG VANGUARD SPECIALIZED FUNDS2.7K shares14.10%2025-09-302025-10-15history
COST COSTCO WHSL CORP NEW608 shares69.83%2025-09-302025-10-15history
CERY SPDR SERIES TRUST19.3K shares88.49%2025-09-302025-10-15history
Sponsored
FDL FIRST TR EXCHANGE-TRADED FD12.7K shares2.72%2025-09-302025-10-15history
FTLS FIRST TR EXCH TRADED FD III7.7K shares-11.40%2025-09-302025-10-15history
FAAR FIRST TR EXCHANGE TRAD FD VI17.6K shares-10.59%2025-09-302025-10-15history
SCHD SCHWAB STRATEGIC TR19.6K sharesnew addition2025-09-302025-10-15history
HODL VANECK BITCOIN ETF16.4K shares0.00%2025-09-302025-10-15history
PM PHILIP MORRIS INTL INC3.2K shares178.11%2025-09-302025-10-15history
GLD SPDR GOLD TR1.4K shares3.77%2025-09-302025-10-15history
XLF SELECT SECTOR SPDR TR9.4K sharesnew addition2025-09-302025-10-15history
Sponsored
MAGS LISTED FDS TR7.7K shares5.45%2025-09-302025-10-15history
DIS DISNEY WALT CO4.3K shares10.73%2025-09-302025-10-15history
XLI SELECT SECTOR SPDR TR3.2K shares1.63%2025-09-302025-10-15history
AMGN AMGEN INC1.7K shares-46.49%2025-09-302025-10-15history
JHMM JOHN HANCOCK EXCHANGE TRADED7.4K shares19.35%2025-09-302025-10-15history
MGV VANGUARD WORLD FD3.4K shares-16.04%2025-09-302025-10-15history
JHSC JOHN HANCOCK EXCHANGE TRADED11.2K shares18.20%2025-09-302025-10-15history
JNK SPDR SERIES TRUST4.6K shares34.22%2025-09-302025-10-15history
Sponsored
XAR SPDR SERIES TRUST1.9K sharesnew addition2025-09-302025-10-15history
HYLS FIRST TR EXCHANGE-TRADED FD10.1K shares5.30%2025-09-302025-10-15history
ABBV ABBVIE INC1.7K sharesnew addition2025-09-302025-10-15history
HYEM VANECK ETF TRUST19.7K shares-8.37%2025-09-302025-10-15history
IEFA ISHARES TR4.5K shares48.81%2025-09-302025-10-15history
VZ VERIZON COMMUNICATIONS INC8.8K shares16.49%2025-09-302025-10-15history
MAIN MAIN STR CAP CORP6.1K shares0.00%2025-09-302025-10-15history
SPMD SPDR SERIES TRUST6.6K shares2.36%2025-09-302025-10-15history
Sponsored
RSMV LISTED FDS TR14.0K shares-71.62%2025-09-302025-10-15history
DFAC DIMENSIONAL ETF TRUST9.6K shares0.00%2025-09-302025-10-15history
CSCO CISCO SYS INC5.4K shares14.90%2025-09-302025-10-15history
PLTR PALANTIR TECHNOLOGIES INC1.9K shares14.75%2025-09-302025-10-15history
MO ALTRIA GROUP INC5.3K shares27.61%2025-09-302025-10-15history
V VISA INC1.0K shares68.49%2025-09-302025-10-15history
XLU SELECT SECTOR SPDR TR3.8K shares8.88%2025-09-302025-10-15history
IVV ISHARES TR499 sharesnew addition2025-09-302025-10-15history
Sponsored
RF REGIONS FINANCIAL CORP NEW12.3K shares8.62%2025-09-302025-10-15history
TJX TJX COS INC NEW2.2K sharesnew addition2025-09-302025-10-15history
PTY PIMCO CORPORATE & INCOME OPP22.0K shares-0.65%2025-09-302025-10-15history
TLH ISHARES TR3.1K shares10.16%2025-09-302025-10-15history
HWM HOWMET AEROSPACE INC1.6K shares38.55%2025-09-302025-10-15history
IWB ISHARES TR848 shares-45.61%2025-09-302025-10-15history
GWX SPDR INDEX SHS FDS7.4K shares-5.43%2025-09-302025-10-15history
SO SOUTHERN CO3.1K shares38.89%2025-09-302025-10-15history
Sponsored
CEG CONSTELLATION ENERGY CORP865 shares18.66%2025-09-302025-10-15history
PAXS PIMCO ACCESS INCOME FUND17.3K sharesnew addition2025-09-302025-10-15history
UAL UNITED AIRLS HLDGS INC2.8K sharesnew addition2025-09-302025-10-15history
TRV TRAVELERS COMPANIES INC943 sharesnew addition2025-09-302025-10-15history
BLK BLACKROCK INC225 sharesnew addition2025-09-302025-10-15history
VGLT VANGUARD SCOTTSDALE FDS4.5K shares10.53%2025-09-302025-10-15history
EMHC SPDR SERIES TRUST10.1K shares-1.67%2025-09-302025-10-15history
ECL ECOLAB INC921 sharesnew addition2025-09-302025-10-15history
Sponsored
EFX EQUIFAX INC974 sharesnew addition2025-09-302025-10-15history
VUG VANGUARD INDEX FDS512 shares2.81%2025-09-302025-10-15history
IBM INTERNATIONAL BUSINESS MACHS870 sharesnew addition2025-09-302025-10-15history
BGT BLACKROCK FLOATING RATE INC20.0K shares0.00%2025-09-302025-10-15history
ARES ARES MANAGEMENT CORPORATION1.5K sharesnew addition2025-09-302025-10-15history
SRLN SSGA ACTIVE ETF TR5.8K shares1.78%2025-09-302025-10-15history
RECS COLUMBIA ETF TR I5.9K sharesnew addition2025-09-302025-10-15history
HLT HILTON WORLDWIDE HLDGS INC923 sharesnew addition2025-09-302025-10-15history
Sponsored
ES EVERSOURCE ENERGY3.3K sharesnew addition2025-09-302025-10-15history
T AT&T INC8.3K sharesnew addition2025-09-302025-10-15history
EL LAUDER ESTEE COS INC2.6K shares-5.78%2025-09-302025-10-15history
XOM EXXON MOBIL CORP2.0K sharesnew addition2025-09-302025-10-15history
URI UNITED RENTALS INC238 sharesnew addition2025-09-302025-10-15history
FID FIRST TR EXCHANGE TRADED FD11.1K shares1.86%2025-09-302025-10-15history
K KELLANOVA2.7K sharesnew addition2025-09-302025-10-15history
FI FISERV INC1.7K sharesnew addition2025-09-302025-10-15history
Sponsored
STZ CONSTELLATION BRANDS INC1.6K shares-27.06%2025-09-302025-10-15history
PEG PUBLIC SVC ENTERPRISE GRP IN2.5K sharesnew addition2025-09-302025-10-15history
KR KROGER CO3.0K sharesnew addition2025-09-302025-10-15history
EVV EATON VANCE LIMITED DURATION20.0K shares0.00%2025-09-302025-10-15history
TXN TEXAS INSTRS INC1.1K sharesnew addition2025-09-302025-10-15history
TSN TYSON FOODS INC3.7K sharesnew addition2025-09-302025-10-15history
TIPX SPDR SERIES TRUST10.3K shares-1.73%2025-09-302025-10-15history
PHK PIMCO HIGH INCOME FD30.0K shares0.00%2025-09-302025-10-15history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available