Iams Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INVESCO QQQ TR | $14.98M | 5.4% |
| SPDR S&P 500 ETF TR | $12.84M | 4.6% |
| SPDR SERIES TRUST | $7.01M | 2.5% |
| MICROSOFT CORP | $6.84M | 2.5% |
| FIRST TR EXCHANGE-TRADED FD | $5.78M | 2.1% |
| FIRST TR EXCHNG TRADED FD VI | $5.53M | 2.0% |
| FIRST TR EXCHANGE TRADED FD | $5.24M | 1.9% |
| NVIDIA Corp | $5.15M | 1.9% |
| Apple Inc. | $4.91M | 1.8% |
| Amazon.com Inc | $4.24M | 1.5% |
| United Parcel Service Inc | $4.17M | 1.5% |
| VANECK ETF TRUST | $4.10M | 1.5% |
| FIRST TR EXCHNG TRADED FD VI | $3.82M | 1.4% |
| Meta Platforms Inc | $3.69M | 1.3% |
| FIRST TR EXCHANGE TRADED FD | $3.69M | 1.3% |
| JPMORGAN CHASE & CO | $3.37M | 1.2% |
| VANGUARD WHITEHALL FDS | $3.37M | 1.2% |
| Alphabet Inc. | $3.20M | 1.2% |
| GILEAD SCIENCES, INC. | $3.03M | 1.1% |
| FIRST TR EXCHNG TRADED FD VI | $3.00M | 1.1% |
| NOVO-NORDISK A S | $2.90M | 1.0% |
| FIRST TR EXCHANGE-TRADED FD | $2.87M | 1.0% |
| Warren E. Buffett | $2.80M | 1.0% |
| FIRST TR EXCHANGE-TRADED FD | $2.78M | 1.0% |
| Broadcom Inc. | $2.75M | 1.0% |
| FIRST TR EXCHNG TRADED FD VI | $2.73M | 1.0% |
| FIRST TR EXCHANGE-TRADED ALP | $2.73M | 1.0% |
| WELLS FARGO & COMPANY/MN | $2.57M | 0.9% |
| PROCTER & GAMBLE Co | $2.50M | 0.9% |
| HONEYWELL INTERNATIONAL INC | $2.49M | 0.9% |
| JOHN HANCOCK EXCHANGE TRADED | $2.48M | 0.9% |
| Arthur J. Gallagher & Co. | $2.47M | 0.9% |
| Alphabet Inc. | $2.46M | 0.9% |
| L3HARRIS TECHNOLOGIES, INC. /DE | $2.44M | 0.9% |
| VANGUARD MALVERN FDS | $2.38M | 0.9% |
| INVESCO EXCHANGE TRADED FD T | $2.38M | 0.9% |
| FIRST TR EXCHANGE-TRADED FD | $2.37M | 0.9% |
| FIRST TR EXCHANGE-TRADED FD | $2.30M | 0.8% |
| HOME DEPOT, INC. | $2.26M | 0.8% |
| FIRST TR EXCHANGE-TRADED FD | $2.19M | 0.8% |
| VANGUARD ADMIRAL FDS INC | $2.18M | 0.8% |
| FIRST TRUST EXCHANGE-TRADED FUND III | $2.09M | 0.8% |
| ABBOTT LABORATORIES | $2.02M | 0.7% |
| SHELL PLC | $2.02M | 0.7% |
| MCDONALD'S CORP | $1.99M | 0.7% |
| Comcast Corp. | $1.99M | 0.7% |
| ASTRAZENECA PLC | $1.96M | 0.7% |
| Accenture plc | $1.94M | 0.7% |
| US BANCORP \DE | $1.91M | 0.7% |
| ConocoPhillips | $1.88M | 0.7% |