IAMS WEALTH MANAGEMENT, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    omaha, NE
  • CIK
    0001998182
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

163

$218.73M
NDQ, SPY, KRE, FIXD
13F-HR
Jan 23, 2025
000108514625000432

145

$203.71M
NDQ, KRE, KRE, SPY
13F-HR
Oct 11, 2024
000108514624004845

139

$182.58M
KRE, NDQ, KRE, SPY
13F-HR
Aug 5, 2024
000108514624003489

114

$163.60M
KRE, FIXD, KRE, NDQ
13F-HR
Apr 18, 2024
000108514624001905

108

$154.64M
KRE, FIXD, KRE, UPS
13F-HR
Feb 7, 2024
000108514624000802

112

$144.54M
KRE, FIXD, UPS, KRE
13F-HR
Nov 15, 2023
000108514623004519

127

$274.27M
FIXD, UPS, FTSM, FTA
13F-HR
Oct 30, 2023
000108514623003986

102

$120.31M
FIXD, KRE, FTSM, UPS
13F-HR
Oct 30, 2023
000108514623003985

96

$98.27M
FIXD, KRE, UPS, FTSM
13F-HR
Oct 27, 2023
000108514623003965
Iams Wealth Management, Llc 13F Filings