Iams Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| PIMCO HIGH INCOME FUNDPHK | $145.8K | 0.1% |
| EATON VANCE LIMITED DURATION | $198.2K | 0.1% |
| SPDR SERIES TRUST | $202.2K | 0.1% |
| EXXON MOBIL CORP | $215.1K | 0.1% |
| FIRST TR EXCHANGE TRADED FD | $216.2K | 0.1% |
| BLACKROCK FLOATING RATE INCOME TRUSTBGT | $226.6K | 0.1% |
| GENERAL ELECTRIC CO | $233.5K | 0.1% |
| CITIZENS FINANCIAL GROUP INC/RI | $234.5K | 0.1% |
| VANGUARD INDEX FDS | $243.1K | 0.1% |
| SSGA ACTIVE ETF TR | $248.3K | 0.1% |
| ISHARES TR | $256.9K | 0.1% |
| SPDR SERIES TRUST | $257.1K | 0.1% |
| VANGUARD SPECIALIZED FUNDS | $263.4K | 0.1% |
| PIMCO Access Income FundPAXS | $263.9K | 0.1% |
| VANGUARD INDEX FDS | $272.9K | 0.1% |
| CONSTELLATION BRANDS, INC. | $275.7K | 0.1% |
| SPDR INDEX SHS FDS | $278.5K | 0.1% |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUNDPTY | $283.8K | 0.1% |
| Toyota Motor CorporationTM | $286.0K | 0.1% |
| VANGUARD INDEX FDS | $289.9K | 0.1% |
| HASBRO, INC. | $296.3K | 0.1% |
| PUBLIC SERVICE ENTERPRISE GROUP INC | $296.6K | 0.1% |
| Estee Lauder Cos Inc/The | $297.4K | 0.1% |
| KROGER CO | $304.6K | 0.1% |
| HONDA MOTOR CO LTDHMC | $306.6K | 0.1% |
| SPDR SERIES TRUST | $324.5K | 0.1% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $328.8K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $329.1K | 0.1% |
| DBX ETF TR | $330.4K | 0.1% |
| ISHARES INC | $331.6K | 0.1% |
| SPDR SERIES TRUST | $332.0K | 0.1% |
| Ares Management Corporation | $335.4K | 0.1% |
| AT&T INC. | $339.1K | 0.1% |
| ISHARES TR | $343.2K | 0.1% |
| TRAVELERS COMPANIES, INC. | $344.1K | 0.1% |
| Hilton Worldwide Holdings Inc. | $345.6K | 0.1% |
| O REILLY AUTOMOTIVE INC | $350.0K | 0.1% |
| UNITEDHEALTH GROUP INC | $350.2K | 0.1% |
| CAPITAL ONE FINANCIAL CORP | $351.2K | 0.1% |
| United Airlines Holdings Inc | $358.0K | 0.1% |
| VANECK BITCOIN ETF | $362.6K | 0.1% |
| ISHARES TR | $363.6K | 0.1% |
| Constellation Energy Corp | $366.0K | 0.1% |
| Main Street Capital CORPMAIN | $368.4K | 0.1% |
| SOUTHERN CO | $370.7K | 0.1% |
| Palantir Technologies Inc | $372.0K | 0.1% |
| FIRST TR EXCHANGE-TRADED FD | $376.1K | 0.1% |
| AbbVie Inc. | $379.7K | 0.1% |
| DIMENSIONAL ETF TRUST | $381.9K | 0.1% |
| Howmet Aerospace Inc. | $385.9K | 0.1% |