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

Instuitional Investor - Iams Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Iams Wealth Management, Llc
Portfolio Value $218,730,817
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 25,184 $12,874,907 5.88%
2.
Spdr S & P 500 Etf Trust
 SPY 16,708 $9,792,237 4.47%
3.
Spdr Ser Tr
 86,841 $7,940,015 3.63%
4.
First Tr Exchng Traded Fd Vi
 174,783 $7,510,450 3.43%
5.
United Parcel Service Inc
 UPS 38,547 $4,860,921 2.22%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)