IAMS WEALTH MANAGEMENT, LLC
Q1 2025 13F Holdings
- Locationomaha, NE
- Num holdings
157
- Value ($000)
$218,349
- Date Filed04/10/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $12.24M | 6 % | 26,108 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $9.66M | 4 % | 17,271 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $7.10M | 3 % | 77,361 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $5.10M | 2 % | 171,876 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.64M | 2 % | 12,357 | ||
UPS UNITED PARCEL SERVICE INC | CL B | 911312106 | $4.51M | 2 % | 40,960 | ||
AAPL APPLE INC | COM | 037833100 | $3.58M | 2 % | 16,105 | ||
TDIV FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 33738R118 | $3.52M | 2 % | 47,773 | ||
FVD FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 | $3.46M | 2 % | 77,500 | ||
FTGS FIRST TR EXCHANGE-TRADED FD | GROWTH STRENGTH | 33733E823 | $3.40M | 2 % | 114,315 |
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