IAMS WEALTH MANAGEMENT, LLC
187 holdingsFiling period: 2026-03-31Current AUM: $310.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 25.3K | $14.6M | $17.4M | 5.60% | +882 | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 18.6K | $12.1M | $13.9M | 4.47% | -233 | 2026-03-31 |
| 3 | BIL | SPDR SERIES TRUST | 92.5K | $8.5M | $8.5M | 2.73% | +15.8K | 2026-03-31 |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | 201.1K | $6.8M | $7.4M | 2.38% | +39.6K | 2026-03-31 |
| 5 | FTCB | FIRST TR EXCHANGE-TRADED FD | 304.5K | $6.4M | $6.2M | 2.01% | +32.3K | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 16.8K | $6.2M | $7.8M | 2.51% | +2.6K | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 34.1K | $5.9M | $6.8M | 2.20% | +6.5K | 2026-03-31 |
| 8 | BUFQ | FIRST TR EXCHNG TRADED FD VI | 149.3K | $5.3M | $5.8M | 1.85% | +42.6K | 2026-03-31 |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | 75.8K | $5.2M | $6.1M | 1.98% | +340 | 2026-03-31 |
| 10 | AAPL | APPLE INC | 18.8K | $4.8M | $5.8M | 1.87% | +774 | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 22.2K | $4.6M | $6.0M | 1.94% | +3.9K | 2026-03-31 |
| 12 | UPS | UNITED PARCEL SVCS INC | 40.8K | $4.0M | $4.3M | 1.37% | -1,241 | 2026-03-31 |
| 13 | TDIV | FIRST TR EXCHANGE TRADED FD | 39.1K | $3.7M | $4.3M | 1.39% | +975 | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 7.6K | $3.7M | $3.7M | 1.18% | +2.1K | 2026-03-31 |
| 15 | AFLG | FIRST TR EXCHNG TRADED FD VI | 94.2K | $3.6M | $4.1M | 1.33% | +24.3K | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE & CO | 12.2K | $3.6M | $4.3M | 1.39% | +1.8K | 2026-03-31 |
| 17 | VWOB | VANGUARD WHITEHALL FDS | 53.0K | $3.5M | $3.5M | 1.12% | +3.0K | 2026-03-31 |
| 18 | — | ASTRAZENECA PLC | 16.6K | $3.3M | $3.3M | 1.05% | -- | 2026-03-31 |
| 19 | ANGL | VANECK ETF TRUST | 111.7K | $3.2M | $3.2M | 1.04% | -27,937 | 2026-03-31 |
| 20 | BUFD | FIRST TR EXCHNG TRADED FD VI | 114.0K | $3.2M | $3.4M | 1.10% | +7.7K | 2026-03-31 |
| 21 | META | META PLATFORMS INC | 5.5K | $3.1M | $3.1M | 0.98% | -104 | 2026-03-31 |
| 22 | VOOG | VANGUARD ADMIRAL FDS INC | 7.5K | $3.0M | $3.6M | 1.17% | +2.6K | 2026-03-31 |
| 23 | GILD | GILEAD SCIENCES INC | 21.4K | $3.0M | $2.8M | 0.90% | -3,275 | 2026-03-31 |
| 24 | JHMB | JOHN HANCOCK EXCHANGE TRADED | 133.3K | $2.9M | $2.9M | 0.93% | +21.1K | 2026-03-31 |
| 25 | AVGO | BROADCOM INC | 9.1K | $2.8M | $3.5M | 1.14% | +1.1K | 2026-03-31 |
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