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Home > Institutional Investor > Iams Wealth Management, Llc > Profile

Instuitional Investor - Iams Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Iams Wealth Management, Llc
Portfolio Value	$277,042,619

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Invesco Qqq Tr		24,385	$14,981,931	5.41%
2.	Spdr S & P 500 Etf Trust	SPY	18,830	$12,841,977	4.64%
3.	Spdr Series Trust		76,666	$7,005,854	2.53%
4.	Microsoft Corp	MSFT	14,142	$6,840,853	2.47%
5.	First Tr Exchange-Traded Fd		272,185	$5,778,502	2.09%