IAMS WEALTH MANAGEMENT, LLC
Q4 2024 13F Holdings
- Locationomaha, NE
- Num holdings
163
- Value ($000)
$218,731
- Date Filed01/23/2025
- Form type13F-HR
- CIK0001998182
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $12.87M | 6 % | 25,184 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $9.79M | 5 % | 16,708 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $7.94M | 4 % | 86,841 | ||
FIXD FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 33740F805 | $7.51M | 3 % | 174,783 | ||
UPS UNITED PARCEL SERVICE INC | CL B | 911312106 | $4.86M | 2 % | 38,547 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $4.72M | 2 % | 154,954 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.67M | 2 % | 11,068 | ||
FVD FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 | $4.51M | 2 % | 103,360 | ||
AAPL APPLE INC | COM | 037833100 | $4.11M | 2 % | 16,404 | ||
FTA FIRST TR LRG CP VL ALPHADEX | COM SHS | 33735J101 | $3.51M | 2 % | 45,922 |
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