Sponsored

The Analysis of IAMS WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, IAMS WEALTH MANAGEMENT, LLC holds 186 types of securities in its portfolio with a total value $286.9M. In the most recent quarter, they have increased their positions in N/A (+16.6K shares, valued at $3.3M), PYLD (+104.0K shares, valued at $2.7M), JAAA (+39.6K shares, valued at $2.0M); decreased their positions in XLG (-34.6K shares, valued at $1.9M), N/A (-6.5K shares, valued at $1.9M), FTSM (-27.5K shares, valued at $1.6M); initiated new positions in N/A (+16.6K shares, valued at $3.3M), PYLD (+104.0K shares, valued at $2.7M), JAAA (+39.6K shares, valued at $2.0M).

1M P&L

+4.3M+1.65%

3M P&L

-12.2M-4.40%

HY P&L

+805.3K+0.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A145.5M

57.9%

2Semiconductors9.3M

3.7%

3Banks - Diversified7.8M

3.1%

Top Industries by Stock Count

1N/A95 stocks

54.9%

2Semiconductors5 stocks

2.9%

3Aerospace & Defense5 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR25.3K shares3.62%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T18.6K shares-1.24%2026-03-312026-04-15

BIL SPDR SERIES TRUST92.5K shares20.65%2026-03-312026-04-15

BUFR FIRST TR EXCHNG TRADED FD VI201.1K shares24.51%2026-03-312026-04-15

FTCB FIRST TR EXCHANGE-TRADED FD304.5K shares11.88%2026-03-312026-04-15

MSFT MICROSOFT CORP16.8K shares18.60%2026-03-312026-04-15

NVDA NVIDIA CORPORATION34.1K shares23.56%2026-03-312026-04-15

BUFQ FIRST TR EXCHNG TRADED FD VI149.3K shares39.99%2026-03-312026-04-15

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD75.8K shares0.45%2026-03-312026-04-15

AAPL APPLE INC18.8K shares4.29%2026-03-312026-04-15

AMZN AMAZON COM INC22.2K shares21.12%2026-03-312026-04-15

UPS UNITED PARCEL SVCS INC40.8K shares-2.95%2026-03-312026-04-15

TDIV FIRST TR EXCHANGE TRADED FD39.1K shares2.56%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.6K shares36.96%2026-03-312026-04-15

AFLG FIRST TR EXCHNG TRADED FD VI94.2K shares34.77%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO12.2K shares17.07%2026-03-312026-04-15

Sponsored

VWOB VANGUARD WHITEHALL FDS53.0K shares6.07%2026-03-312026-04-15

ASTRAZENECA PLC ASTRAZENECA PLC16.6K sharesnew addition2026-03-312026-04-15

ANGL VANECK ETF TRUST111.7K shares-20.01%2026-03-312026-04-15

BUFD FIRST TR EXCHNG TRADED FD VI114.0K shares7.28%2026-03-312026-04-15

META META PLATFORMS INC5.5K shares-1.86%2026-03-312026-04-15

VOOG VANGUARD ADMIRAL FDS INC7.5K shares52.53%2026-03-312026-04-15

GILD GILEAD SCIENCES INC21.4K shares-13.27%2026-03-312026-04-15

JHMB JOHN HANCOCK EXCHANGE TRADED133.3K shares18.86%2026-03-312026-04-15

Sponsored

BROADCOM INC BROADCOM INC9.1K shares14.34%2026-03-312026-04-15

ALPHABET INC ALPHABET INC9.5K shares21.12%2026-03-312026-04-15

JHMM JOHN HANCOCK EXCHANGE TRADED40.6K shares90.49%2026-03-312026-04-15

PYLD PIMCO ETF TR104.0K sharesnew addition2026-03-312026-04-15

FVD FIRST TR EXCHANGE-TRADED FD57.4K shares-4.80%2026-03-312026-04-15

FTGS FIRST TR EXCHANGE-TRADED FD79.0K shares-2.71%2026-03-312026-04-15

VPLS VANGUARD MALVERN FDS34.0K shares11.45%2026-03-312026-04-15

WFC WELLS FARGO & CO32.7K shares18.58%2026-03-312026-04-15

Sponsored

VOOV VANGUARD ADMIRAL FDS INC12.7K shares59.56%2026-03-312026-04-15

FTA FIRST TR EXCHANGE-TRADED ALP27.4K shares-13.47%2026-03-312026-04-15

AJG GALLAGHER ARTHUR J & CO11.5K shares20.26%2026-03-312026-04-15

JHMD JOHN HANCOCK EXCHANGE TRADED58.4K shares54.10%2026-03-312026-04-15

HON HONEYWELL INTL INC10.6K shares-16.86%2026-03-312026-04-15

LGOV FIRST TR EXCHANGE-TRADED FD109.2K shares8.88%2026-03-312026-04-15

LHX L3HARRIS TECHNOLOGIES INC6.8K shares-18.53%2026-03-312026-04-15

QTEC FIRST TR EXCHANGE-TRADED FD10.7K shares6.71%2026-03-312026-04-15

Sponsored

SHEL SHELL PLC24.7K shares-9.99%2026-03-312026-04-15

FEMB FIRST TR EXCH TRADED FD III79.6K shares13.74%2026-03-312026-04-15

COP CONOCOPHILLIPS17.3K shares-13.90%2026-03-312026-04-15

SPMO INVESCO EXCH TRADED FD TR II19.4K shares34.21%2026-03-312026-04-15

FIXD FIRST TR EXCHNG TRADED FD VI47.5K shares57.57%2026-03-312026-04-15

JAAA JANUS DETROIT STR TR39.6K sharesnew addition2026-03-312026-04-15

PG PROCTER & GAMBLE CO13.5K shares-22.57%2026-03-312026-04-15

MCD MCDONALDS CORP6.2K shares-4.69%2026-03-312026-04-15

Sponsored

BILS SPDR SERIES TRUST19.3K shares2.93%2026-03-312026-04-15

CMCSA COMCAST CORP NEW66.4K shares-0.07%2026-03-312026-04-15

ABT ABBOTT LABORATORIES18.3K shares13.13%2026-03-312026-04-15

WMT WALMART INC15.0K shares100.40%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS3.1K shares18.86%2026-03-312026-04-15

USB US BANCORP35.4K shares-1.23%2026-03-312026-04-15

HD HOME DEPOT INC5.6K shares-14.85%2026-03-312026-04-15

CVX CHEVRON CORPORATION8.5K shares-15.25%2026-03-312026-04-15

Sponsored

PNC PNC FINL SVCS GROUP INC8.0K shares6.10%2026-03-312026-04-15

BAC BANK AMERICA CORP32.6K shares13.04%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION1.5K shares122.01%2026-03-312026-04-15

FDN FIRST TR EXCHANGE-TRADED FD6.2K shares16.05%2026-03-312026-04-15

XLSR SSGA ACTIVE TR24.7K shares-1.65%2026-03-312026-04-15

FIIG FIRST TR EXCHANGE-TRADED FD67.5K shares13.66%2026-03-312026-04-15

QQQM INVESCO EXCH TRADED FD TR II5.8K shares33.72%2026-03-312026-04-15

SPDW SPDR INDEX SHS FDS29.2K shares-3.46%2026-03-312026-04-15

Sponsored

VCIT VANGUARD SCOTTSDALE FDS15.8K shares11.84%2026-03-312026-04-15

FTCS FIRST TR EXCHANGE-TRADED FD14.0K shares-9.71%2026-03-312026-04-15

TSLA TESLA INC3.5K shares21.19%2026-03-312026-04-15

QNITY ELECTRONICS INC QNITY ELECTRONICS INC11.1K shares-29.92%2026-03-312026-04-15

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC27.9K shares-15.22%2026-03-312026-04-15

PEP PEPSICO INC8.1K shares-10.97%2026-03-312026-04-15

WM WASTE MGMT INC DEL5.4K shares-5.91%2026-03-312026-04-15

TE CONNECTIVITY PLC TE CONNECTIVITY PLC5.7K sharesnew addition2026-03-312026-04-15

Sponsored

ADI ANALOG DEVICES INC3.6K shares-21.14%2026-03-312026-04-15

SCI SERVICE CORP INTL13.6K shares3.33%2026-03-312026-04-15

EQIX EQUINIX INC1.1K shares-19.89%2026-03-312026-04-15

CSCO CISCO SYS INC14.1K shares18.55%2026-03-312026-04-15

SBAR SIMPLIFY EXCHANGE TRADED FUN44.6K sharesnew addition2026-03-312026-04-15

MCHP MICROCHIP TECHNOLOGY INC.16.9K shares-12.41%2026-03-312026-04-15

ALPHABET INC ALPHABET INC3.7K shares-63.88%2026-03-312026-04-15

XAR SPDR SERIES TRUST4.1K shares125.14%2026-03-312026-04-15

Sponsored

KNG FIRST TR EXCHANGE-TRADED FD21.4K shares-2.55%2026-03-312026-04-15

SRE SEMPRA10.6K shares1.05%2026-03-312026-04-15

EVRG EVERGY INC12.5K shares-2.70%2026-03-312026-04-15

FEM FIRST TR EXCH TRD ALPHDX FD34.0K shares37.57%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC6.1K shares40.34%2026-03-312026-04-15

FISR SSGA ACTIVE TR39.1K shares-5.19%2026-03-312026-04-15

IVE ISHARES TR4.7K shares0.68%2026-03-312026-04-15

SPEM SPDR INDEX SHS FDS21.1K shares-2.57%2026-03-312026-04-15

Sponsored

VGSH VANGUARD SCOTTSDALE FDS16.5K shares-7.40%2026-03-312026-04-15

EMN EASTMAN CHEM CO12.6K shares-12.59%2026-03-312026-04-15

FBT FIRST TR EXCHANGE-TRADED FD4.8K shares3.10%2026-03-312026-04-15

FSIG FIRST TR EXCHANGE-TRADED FD50.6K shares-4.96%2026-03-312026-04-15

FDT FIRST TR EXCH TRD ALPHDX FD10.7K shares-35.76%2026-03-312026-04-15

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC12.2K shares-36.55%2026-03-312026-04-15

FMF FIRST TR EXCHANGE-TRADED FD18.0K shares-8.01%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON3.7K shares0.38%2026-03-312026-04-15

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD17.5K shares-4.10%2026-03-312026-04-15

IVW ISHARES TR7.7K shares-22.35%2026-03-312026-04-15

ROP ROPER TECHNOLOGIES INC2.5K shares40.18%2026-03-312026-04-15

BWXT BWX TECHNOLOGIES INC4.2K shares-2.62%2026-03-312026-04-15

IEI ISHARES TR7.2K shares-5.75%2026-03-312026-04-15

LOW LOWES COS INC3.3K shares-9.88%2026-03-312026-04-15

SYK STRYKER CORPORATION2.3K shares-0.87%2026-03-312026-04-15

CTAS CINTAS CORP4.3K shares-1.32%2026-03-312026-04-15

Sponsored

FTSM FIRST TR EXCHANGE-TRADED FD12.1K shares-69.44%2026-03-312026-04-15

BUFG FIRST TR EXCHNG TRADED FD VI25.8K shares0.00%2026-03-312026-04-15

FDL FIRST TR EXCHANGE-TRADED FD13.4K shares34.45%2026-03-312026-04-15

UNH UNITEDHEALTH GROUP INC2.5K shares136.95%2026-03-312026-04-15

FTXO FIRST TR EXCHANGE TRADED FD18.3K shares24.52%2026-03-312026-04-15

AMAT APPLIED MATLS INC1.9K sharesnew addition2026-03-312026-04-15

FEP FIRST TR EXCH TRD ALPHDX FD11.8K shares-2.58%2026-03-312026-04-15

GLD SPDR GOLD TR1.5K shares19.50%2026-03-312026-04-15

Sponsored

NTES NETEASE COM INC5.7K shares27.01%2026-03-312026-04-15

XLC SELECT SECTOR SPDR TR5.7K shares-3.30%2026-03-312026-04-15

ABBV ABBVIE INC2.9K shares72.43%2026-03-312026-04-15

RTX RTX CORPORATION3.2K shares-10.32%2026-03-312026-04-15

V VISA INC2.0K shares82.21%2026-03-312026-04-15

QCOM QUALCOMM INC4.8K sharesnew addition2026-03-312026-04-15

HWM HOWMET AEROSPACE INC2.7K shares42.45%2026-03-312026-04-15

TJX TJX COS INC NEW3.8K shares51.33%2026-03-312026-04-15

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.5K shares126.49%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR19.6K shares-1.44%2026-03-312026-04-15

XLI SELECT SECTOR SPDR TR3.7K shares6.16%2026-03-312026-04-15

UAL UNITED AIRLS HLDGS INC6.5K shares101.56%2026-03-312026-04-15

ORLY OREILLY AUTOMOTIVE INC6.3K shares63.17%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE2.0K shares165.04%2026-03-312026-04-15

TMUS T-MOBILE US INC2.7K sharesnew addition2026-03-312026-04-15

VGIT VANGUARD SCOTTSDALE FDS9.5K shares-5.99%2026-03-312026-04-15

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP2.7K sharesnew addition2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC11.2K shares-1.30%2026-03-312026-04-15

HLT HILTON WORLDWIDE HLDGS INC1.8K shares52.95%2026-03-312026-04-15

TRV TRAVELERS COMPANIES INC1.9K shares60.71%2026-03-312026-04-15

SPSM SPDR SERIES TRUST11.5K shares-3.42%2026-03-312026-04-15

FJP FIRST TR EXCH TRD ALPHDX FD7.6K shares-11.68%2026-03-312026-04-15

ASML ASML HLDG NV418 sharesnew addition2026-03-312026-04-15

AMGN AMGEN INC1.5K shares-64.61%2026-03-312026-04-15

Sponsored

DIS DISNEY WALT CO5.5K shares9.16%2026-03-312026-04-15

CEG CONSTELLATION ENERGY CORP1.9K shares83.20%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP845 sharesnew addition2026-03-312026-04-15

XLU SELECT SECTOR SPDR TR11.1K shares15.05%2026-03-312026-04-15

RF REGIONS FINANCIAL CORP NEW18.7K shares25.98%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC1.4K sharesnew addition2026-03-312026-04-15

MO ALTRIA GROUP INC7.3K shares6.50%2026-03-312026-04-15

FAAR FIRST TR EXCHANGE TRAD FD VI14.2K shares-20.14%2026-03-312026-04-15

Sponsored

FTLS FIRST TR EXCH TRADED FD III6.8K shares-1.05%2026-03-312026-04-15

SO SOUTHERN CO4.6K shares9.27%2026-03-312026-04-15

MAGS LISTED FDS TR7.6K shares-7.89%2026-03-312026-04-15

T AT&T INC14.8K shares8.07%2026-03-312026-04-15

RSMV LISTED FDS TR15.7K shares-16.48%2026-03-312026-04-15

HAS HASBRO INC4.2K shares15.78%2026-03-312026-04-15

IEFA ISHARES TR4.3K shares-8.70%2026-03-312026-04-15

FXH FIRST TR EXCHANGE-TRADED FD3.5K shares-40.63%2026-03-312026-04-15

Sponsored

JHSC JOHN HANCOCK EXCHANGE TRADED8.9K sharesnew addition2026-03-312026-04-15

HMC HONDA MOTOR CO LTD15.7K shares50.68%2026-03-312026-04-15

CERY SPDR SERIES TRUST10.8K shares-5.14%2026-03-312026-04-15

DFAC DIMENSIONAL ETF TRUST9.6K shares0.00%2026-03-312026-04-15

EIX EDISON INTL5.1K sharesnew addition2026-03-312026-04-15

SPTL SPDR SERIES TRUST14.1K shares-6.48%2026-03-312026-04-15

PEG PUBLIC SVC ENTERPRISE GROUP4.6K shares23.86%2026-03-312026-04-15

XOM EXXON MOBIL CORP2.2K shares22.12%2026-03-312026-04-15

Sponsored

TM TOYOTA MOTOR CORP1.8K shares32.56%2026-03-312026-04-15

SPMD SPDR SERIES TRUST5.6K shares-2.46%2026-03-312026-04-15

MAIN MAIN STR CAP CORP6.1K shares0.00%2026-03-312026-04-15

IVV ISHARES TR494 shares-1.40%2026-03-312026-04-15

CFG CITIZENS FINL GROUP INC5.1K shares27.40%2026-03-312026-04-15

XLG INVESCO EXCHANGE TRADED FD T5.5K shares-86.30%2026-03-312026-04-15

SLV ISHARES SILVER TR4.3K sharesnew addition2026-03-312026-04-15

SGVT SCHWAB STRATEGIC TR2.9K sharesnew addition2026-03-312026-04-15

Sponsored

EMHY ISHARES INC7.3K shares-10.75%2026-03-312026-04-15

MGOV FIRST TR EXCHANGE-TRADED FD14.2K shares-71.57%2026-03-312026-04-15

HODL VANECK BITCOIN ETF14.7K shares0.00%2026-03-312026-04-15

VBR VANGUARD INDEX FDS1.3K shares-0.85%2026-03-312026-04-15

GWX SPDR INDEX SHS FDS6.5K shares-4.14%2026-03-312026-04-15

VTI VANGUARD INDEX FDS856 shares-0.81%2026-03-312026-04-15

PTY PIMCO CORPORATE & INCOME OPP22.0K shares0.00%2026-03-312026-04-15

STZ CONSTELLATION BRANDS INC1.7K shares-13.12%2026-03-312026-04-15

Sponsored

SRLN SSGA ACTIVE ETF TR6.5K shares7.47%2026-03-312026-04-15

PAXS PIMCO ACCESS INCOME FUND17.3K shares0.00%2026-03-312026-04-15

HYLS FIRST TR EXCHANGE-TRADED FD6.0K shares-33.25%2026-03-312026-04-15

EMHC SPDR SERIES TRUST9.8K shares-3.16%2026-03-312026-04-15

IWB ISHARES TR672 shares-2.18%2026-03-312026-04-15

FID FIRST TR EXCHANGE TRADED FD10.3K shares-2.30%2026-03-312026-04-15

BGT BLACKROCK FLOATING RATE INC20.0K shares0.00%2026-03-312026-04-15

VUG VANGUARD INDEX FDS490 shares-1.61%2026-03-312026-04-15

Sponsored

EVV EATON VANCE LIMITED DURATION20.0K shares0.00%2026-03-312026-04-15

PHK PIMCO HIGH INCOME FD30.0K shares0.00%2026-03-312026-04-15

INVESCO QQQ TR

3.62%

Shares25.3K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

-1.24%

Shares18.6K

Event2026-03-31

Filed2026-04-15

BIL

SPDR SERIES TRUST

20.65%

Shares92.5K

Event2026-03-31

Filed2026-04-15

BUFR

FIRST TR EXCHNG TRADED FD VI

24.51%

Shares201.1K

Event2026-03-31

Filed2026-04-15

FTCB

FIRST TR EXCHANGE-TRADED FD

11.88%

Shares304.5K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

18.60%

Shares16.8K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

23.56%

Shares34.1K

Event2026-03-31

Filed2026-04-15

BUFQ

FIRST TR EXCHNG TRADED FD VI

39.99%

Shares149.3K

Event2026-03-31

Filed2026-04-15

RDVY

FIRST TR EXCHANGE TRADED FD

0.45%

Shares75.8K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

4.29%

Shares18.8K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

21.12%

Shares22.2K

Event2026-03-31

Filed2026-04-15

UPS

UNITED PARCEL SVCS INC

-2.95%

Shares40.8K

Event2026-03-31

Filed2026-04-15

TDIV

FIRST TR EXCHANGE TRADED FD

2.56%

Shares39.1K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

36.96%

Shares7.6K

Event2026-03-31

Filed2026-04-15

AFLG

FIRST TR EXCHNG TRADED FD VI

34.77%

Shares94.2K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

17.07%

Shares12.2K

Event2026-03-31

Filed2026-04-15

VWOB

VANGUARD WHITEHALL FDS

6.07%

Shares53.0K

Event2026-03-31

Filed2026-04-15

ASTRAZENECA PLC

New

Shares16.6K

Event2026-03-31

Filed2026-04-15

ANGL

VANECK ETF TRUST

-20.01%

Shares111.7K

Event2026-03-31

Filed2026-04-15

BUFD

FIRST TR EXCHNG TRADED FD VI

7.28%

Shares114.0K

Event2026-03-31

Filed2026-04-15