Notify me when IAMS WEALTH MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 187 | $277,042,619 | +$54,795,111 | -$29,496,616 | +$25,298,495 | QQQ, SPY, BIL, MSFT, FTCB | 13F-HR | 26 Jan 2026, 15:51 |
| Q3 2025 | 184 | $249,252,428 | +$36,476,106 | -$16,006,469 | +$20,469,637 | QQQ, SPY, BIL, MSFT, AAPL | 13F-HR | 15 Oct 2025, 14:58 |
| Q2 2025 | 168 | $217,839,712 | +$24,462,960 | -$38,942,399 | -$14,479,439 | QQQ, SPY, MSFT, BIL, UPS | 13F-HR | 14 Jul 2025, 11:39 |
| Q1 2025 | 157 | $218,349,036 | +$31,618,242 | -$26,027,643 | +$5,590,599 | QQQ, SPY, BIL, BUFR, MSFT | 13F-HR | 10 Apr 2025, 13:08 |
| Q4 2024 | 162 | $218,253,985 | +$35,149,796 | -$20,213,014 | +$14,936,782 | QQQ, SPY, BIL, FIXD, UPS | 13F-HR | 23 Jan 2025, 09:20 |
| Q3 2024 | 145 | $203,710,626 | +$31,167,051 | -$15,856,019 | +$15,311,032 | QQQ, BIL, BILS, SPY, UPS | 13F-HR | 11 Oct 2024, 12:18 |
| Q2 2024 | 139 | $182,576,292 | +$50,746,825 | -$34,482,290 | +$16,264,535 | BIL, QQQ, BILS, SPY, UPS | 13F-HR | 05 Aug 2024, 14:21 |
| Q1 2024 | 114 | $163,599,203 | +$26,135,784 | -$19,509,002 | +$6,626,782 | BILS, FIXD, BIL, QQQ, UPS | 13F-HR | 18 Apr 2024, 17:27 |
| Q4 2023 | 108 | $154,641,965 | +$25,055,445 | -$24,898,447 | +$156,998 | BILS, FIXD, BIL, UPS, FTSM | 13F-HR | 07 Feb 2024, 11:43 |
| Q3 2023 | 112 | $144,539,201 | +$144,539,201 | $0 | +$144,539,201 | BIL, FIXD, UPS, BILS, FTA | 13F-HR | 14 Nov 2023, 20:01 |
| Q2 2023 | 0 | $0 | $0 | -$120,304,757 | -$120,304,757 | 13F-HR | 30 Oct 2023, 16:26 | |
| Q1 2023 | 102 | $120,304,757 | +$33,855,981 | -$12,575,763 | +$21,280,218 | FIXD, BIL, FTSM, UPS, FTA | 13F-HR | 30 Oct 2023, 15:22 |
| Q4 2022 | 96 | $98,266,303 | $0 | $0 | $0 | FIXD, BIL, UPS, FTSM, FTA | 13F-HR | 27 Oct 2023, 15:29 |