IAMS WEALTH MANAGEMENT, LLC
Q2 2025 13F Holdings
- Locationomaha, NE
- Num holdings
168
- Value ($000)
$217,840
- Date Filed07/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $14.06M | 7 % | 25,491 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $10.95M | 5 % | 17,720 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.52M | 4 % | 15,124 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $6.95M | 3 % | 75,769 | ||
UPS UNITED PARCEL SERVICE INC | CL B | 911312106 | $4.21M | 2 % | 41,737 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $3.98M | 2 % | 125,190 | ||
FTGS FIRST TR EXCHANGE-TRADED FD | GROWTH STRENGTH | 33733E823 | $3.94M | 2 % | 115,100 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.84M | 2 % | 24,312 | ||
TDIV FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 | $3.64M | 2 % | 40,324 | ||
FTCB FIRST TR EXCHANGE-TRADED FD | CORE INVESTMENT | 33738D788 | $3.14M | 1 % | 149,236 |
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