HoldingsChannel.com
| 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 | $1,128 |
See Full List: All Stocks Held By Iams Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Iams Wealth Management LLC
|
Size ($ 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 |
