IAMS WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 5, 2024
Value $
$183M
Signature - Title
Michael G. Hansen - Chief Compliance Officer
Location
14507 California Street, Omaha, NE
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 139 $183M +$50.7M -$34.5M +$16.3M BIL, QQQ, BILS, SPY, UPS 13F-HR 8/5/2024, 02:21 PM
Q1 2024 114 $164M +$26.1M -$19.5M +$6.63M BILS, FIXD, BIL, QQQ, UPS 13F-HR 4/18/2024, 05:27 PM
Q4 2023 108 $155M +$25.1M -$24.9M +$157K BILS, FIXD, BIL, UPS, FTSM 13F-HR 2/7/2024, 11:43 AM
Q3 2023 112 $145M +$145M $0 +$145M BIL, FIXD, UPS, BILS, FTA 13F-HR 11/14/2023, 08:01 PM
Q2 2023 0 $0 $0 -$120M -$120M 13F-HR 10/30/2023, 04:26 PM
Q1 2023 102 $120M +$33.9M -$12.6M +$21.3M FIXD, BIL, FTSM, UPS, FTA 13F-HR 10/30/2023, 03:22 PM
Q4 2022 96 $98.3M $0 $0 FIXD, BIL, UPS, FTSM, FTA 13F-HR 10/27/2023, 03:29 PM