IAMS WEALTH MANAGEMENT, LLC Portfolio Holdings
Q3 2025•180 long positions•$247.9M portfolio value
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Holding192 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $14.8M 5.99% | -$467.7K Sold | — 24.7K shares | 25.5K → 24.7K −$467.7K | -3.06% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.4M 5.0% | +$587.7K Bought | — 18.6K shares | 17.7K → 18.6K +$587.7K | +4.98% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.2M 3.31% | +$1.2M Bought | — 89.3K shares | 75.8K → 89.3K +$1.2M | +17.85% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $6.0M 2.42% | -$1.8M Sold | 0.0% 11.6K shares | 15.1K → 11.6K −$1.8M | -23.56% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $5.9M 2.37% | +$2.4M Bought | 0.0% 23.0K shares | 13.8K → 23.0K +$2.4M | +67.42% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $5.2M 2.08% | +$630.1K Bought | 0.0% 27.7K shares | 24.3K → 27.7K +$630.1K | +13.89% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $4.6M 1.84% | +$378.7K Bought | — 136.5K shares | 125.2K → 136.5K +$378.7K | +9.05% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.0M 1.63% | -$93.5K Sold | — 112.5K shares | 115.1K → 112.5K −$93.5K | -2.26% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.9M 1.57% | -$87.0K Sold | — 39.4K shares | 40.3K → 39.4K −$87.0K | -2.19% | — — | Q4 2022 Held for 2y 11m | |
Integrated Freight & Logistics Industrials | $3.8M 1.52% | +$269.7K Bought | 0.005% 45.0K shares | 41.7K → 45.0K +$269.7K | +7.74% | $70.8B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.6M 1.45% | +$536.3K Bought | — 36.2K shares | 30.8K → 36.2K +$536.3K | +17.47% | — — | Q2 2023 Held for 2y 5m | |
Internet Content & Information Communication Services | $3.3M 1.33% | +$2.4M Bought | 0.0% 13.6K shares | 3.7K → 13.6K +$2.4M | +268.01% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m | |
Banks - Diversified Financial Services | $3.2M 1.3% | -$176.7K Sold | 0.0% 10.2K shares | 10.8K → 10.2K −$176.7K | -5.19% | $867.35B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.1M 1.26% | -$49.2K Sold | — 146.9K shares | 149.2K → 146.9K −$49.2K | -1.55% | — — | Q1 2025 Held for 8 months | |
Household & Personal Products Consumer Defensive | $3.1M 1.23% | +$397.1K Bought | 0.001% 19.9K shares | 17.3K → 19.9K +$397.1K | +14.96% | $359.62B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.0M 1.23% | -$68.3K Sold | — 45.3K shares | 46.3K → 45.3K −$68.3K | -2.19% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $3.0M 1.2% | -$502.9K Sold | 0.0% 9.0K shares | 10.6K → 9.0K −$502.9K | -14.42% | $1.56T Mega Cap | Q1 2024 Held for 1y 8m | |
Internet Content & Information Communication Services | $2.9M 1.18% | +$1.1M Bought | 0.0% 4.0K shares | 2.5K → 4.0K +$1.1M | +60.71% | $1.84T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.9M 1.16% | -$72.2K Sold | — 34.5K shares | 35.4K → 34.5K −$72.2K | -2.45% | — — | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $2.8M 1.13% | +$208.7K Bought | 0.002% 25.3K shares | 23.4K → 25.3K +$208.7K | +8.03% | $137.73B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.8M 1.13% | -$48.2K Sold | — 71.9K shares | 73.2K → 71.9K −$48.2K | -1.7% | — — | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $2.8M 1.12% | +$683.5K Bought | 0.0% 12.7K shares | 9.6K → 12.7K +$683.5K | +32.55% | $2.34T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.8M 1.11% | -$14.4K Sold | — 59.7K shares | 60.0K → 59.7K −$14.4K | -0.52% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $2.7M 1.1% | +$700.1K Bought | — 49.3K shares | 36.7K → 49.3K +$700.1K | +34.42% | — — | Q4 2022 Held for 2y 11m | |
Auto - Manufacturers Consumer Cyclical | $2.6M 1.05% | -$667.5K Sold | 0.0% 5.9K shares | 7.4K → 5.9K −$667.5K | -20.42% | $1.48T Mega Cap | Q3 2023 Held for 2y 2m | |
Aerospace & Defense Industrials | $2.6M 1.05% | -$457.3K Sold | — 8.5K shares | 10.0K → 8.5K −$457.3K | -15.0% | — — | Q4 2022 Held for 2y 11m | |
Banks - Diversified Financial Services | $2.6M 1.03% | -$79.9K Sold | 0.001% 30.5K shares | 31.5K → 30.5K −$79.9K | -3.03% | $268.51B Mega Cap | Q4 2022 Held for 2y 11m | |
Insurance - Brokers Financial Services | $2.5M 1.01% | +$398.2K Bought | 0.003% 8.1K shares | 6.8K → 8.1K +$398.2K | +18.8% | $79.4B Large Cap | Q4 2022 Held for 2y 11m | |
Conglomerates Industrials | $2.5M 1.01% | +$269.5K Bought | 0.002% 11.9K shares | 10.6K → 11.9K +$269.5K | +12.05% | $133.65B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.4M 0.974% | -$19.5K Sold | — 10.5K shares | 10.6K → 10.5K −$19.5K | -0.8% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.4M 0.948% | +$336.7K Bought | — 67.5K shares | 57.8K → 67.5K +$336.7K | +16.72% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.3M 0.944% | +$437.4K Bought | — 52.7K shares | 42.8K → 52.7K +$437.4K | +22.98% | — — | Q4 2022 Held for 2y 11m | |
Home Improvement Consumer Cyclical | $2.3M 0.911% | -$50.3K Sold | 0.001% 5.6K shares | 5.7K → 5.6K −$50.3K | -2.18% | $403.32B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.2M 0.883% | +$463.4K Bought | — 73.6K shares | 58.0K → 73.6K +$463.4K | +26.87% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 0.868% | +$873.8K Bought | — 77.8K shares | 46.2K → 77.8K +$873.8K | +68.39% | — — | Q4 2022 Held for 2y 11m | |
Chemicals - Specialty Basic Materials | $2.1M 0.854% | -$106.6K Sold | 0.006% 27.2K shares | 28.5K → 27.2K −$106.6K | -4.8% | $32.6B Large Cap | Q4 2022 Held for 2y 11m | |
Medical - Devices Healthcare | $2.1M 0.845% | +$147.8K Bought | 0.001% 15.6K shares | 14.5K → 15.6K +$147.8K | +7.59% | $233.12B Mega Cap | Q4 2022 Held for 2y 11m | |
Information Technology Services Technology | $2.1M 0.835% | +$608.6K Bought | 0.001% 8.4K shares | 5.9K → 8.4K +$608.6K | +41.66% | $153.39B Large Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $2.1M 0.831% | -$29.8K Sold | — 28.8K shares | 29.2K → 28.8K −$29.8K | -1.42% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $2.1M 0.831% | +$26.9K Bought | — 26.8K shares | 26.5K → 26.8K +$26.9K | +1.32% | — — | Q2 2024 Held for 1y 5m | |
Restaurants Consumer Cyclical | $2.1M 0.831% | +$259.3K Bought | 0.001% 6.8K shares | 5.9K → 6.8K +$259.3K | +14.41% | $216.86B Mega Cap | Q4 2022 Held for 2y 11m | |
Telecommunications Services Communication Services | $2.0M 0.819% | +$293.8K Bought | 0.002% 64.6K shares | 55.2K → 64.6K +$293.8K | +16.93% | $116.01B Large Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $1.9M 0.754% | +$555.3K Bought | 0.0% 7.7K shares | 5.4K → 7.7K +$555.3K | +42.28% | $2.95T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.8M 0.745% | +$10.6K Bought | — 37.1K shares | 36.9K → 37.1K +$10.6K | +0.58% | — — | Q4 2022 Held for 2y 11m | |
Banks - Regional Financial Services | $1.8M 0.734% | -$83.2K Sold | 0.002% 37.6K shares | 39.3K → 37.6K −$83.2K | -4.37% | $75.2B Large Cap | Q4 2022 Held for 2y 11m | |
Oil & Gas Exploration & Production Energy | $1.8M 0.727% | +$119.5K Bought | 0.002% 19.1K shares | 17.8K → 19.1K +$119.5K | +7.1% | $118.14B Large Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.719% | +$1.8M Bought | — 29.8K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.7M 0.691% | -$79.2K Sold | — 28.7K shares | 30.1K → 28.7K −$79.2K | -4.42% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.6M 0.63% | +$533.0K Bought | — 2.6K shares | 1.7K → 2.6K +$533.0K | +51.79% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $1.5M 0.625% | -$136.9K Sold | 0.0% 30.0K shares | 32.7K → 30.0K −$136.9K | -8.11% | $382.12B Mega Cap | Q4 2022 Held for 2y 11m |
