Iams Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CINTAS CORP | $824.3K | 0.3% |
| STRYKER CORP | $808.0K | 0.3% |
| ROPER TECHNOLOGIES INC | $779.9K | 0.3% |
| JOHNSON & JOHNSON | $764.6K | 0.3% |
| ELI LILLY & Co | $754.4K | 0.3% |
| BWX Technologies, Inc. | $753.2K | 0.3% |
| FIRST TR EXCHNG TRADED FD VI | $709.4K | 0.3% |
| Philip Morris International Inc. | $698.8K | 0.3% |
| SELECT SECTOR SPDR TR | $696.2K | 0.3% |
| FIRST TR EXCHANGE TRADED FD | $678.3K | 0.2% |
| FIRST TR EXCH TRD ALPHDX FD | $675.8K | 0.2% |
| RTX Corp | $656.5K | 0.2% |
| First Trust Exchange-Traded AlphaDEX(R) Fund II | $652.7K | 0.2% |
| NetEase, Inc.NTES | $619.2K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $607.4K | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $599.6K | 0.2% |
| FIRST TR EXCH TRD ALPHDX FD | $578.6K | 0.2% |
| Walt Disney Co | $575.1K | 0.2% |
| SPDR SERIES TRUST | $555.8K | 0.2% |
| First Trust Exchange-Traded Fund VI | $555.4K | 0.2% |
| SCHWAB STRATEGIC TR | $545.5K | 0.2% |
| LISTED FDS TR | $541.9K | 0.2% |
| SELECT SECTOR SPDR TR | $536.8K | 0.2% |
| LISTED FDS TR | $513.3K | 0.2% |
| SPDR GOLD TR | $495.8K | 0.2% |
| FIRST TR EXCH TRADED FD III | $486.7K | 0.2% |
| FIRST TR EXCHANGE TRAD FD VI | $481.1K | 0.2% |
| VERIZON COMMUNICATIONS INC | $464.0K | 0.2% |
| FIRST TR EXCHANGE-TRADED FD | $442.5K | 0.2% |
| SPDR SERIES TRUST | $440.6K | 0.2% |
| ISHARES TR | $420.7K | 0.2% |
| SELECT SECTOR SPDR TR | $411.4K | 0.1% |
| Regions Financial Corp | $402.1K | 0.1% |
| SPDR SERIES TRUST | $399.3K | 0.1% |
| Visa Inc | $394.2K | 0.1% |
| ALTRIA GROUP, INC. | $393.2K | 0.1% |
| TJX Cos Inc/The | $388.4K | 0.1% |
| Howmet Aerospace Inc. | $385.9K | 0.1% |
| DIMENSIONAL ETF TRUST | $381.9K | 0.1% |
| AbbVie Inc. | $379.7K | 0.1% |
| FIRST TR EXCHANGE-TRADED FD | $376.1K | 0.1% |
| Palantir Technologies Inc | $372.0K | 0.1% |
| SOUTHERN CO | $370.7K | 0.1% |
| Main Street Capital CORPMAIN | $368.4K | 0.1% |
| Constellation Energy Corp | $366.0K | 0.1% |
| ISHARES TR | $363.6K | 0.1% |
| VANECK BITCOIN ETF | $362.6K | 0.1% |
| United Airlines Holdings Inc | $358.0K | 0.1% |
| CAPITAL ONE FINANCIAL CORP | $351.2K | 0.1% |
| UNITEDHEALTH GROUP INC | $350.2K | 0.1% |