Fund HoldingsIAMS WEALTH MANAGEMENT, LLC

Total Portfolio Value
$203.71M
Total Bought
$35.99M
Total Sold
$16.44M
Net Transaction
+$19.55M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FIRST TR VALUE LINE DIVID IN
SHS
0101,438+101,43804,6142.27%+4,614
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
89,159140,021+50,8622,5784,1852.05%+1,607
FIRST TR EXCHANGE TRADED FD51,83199,184+47,3531,5813,0971.52%+1,515
T-MOBILE US INC(TMUS)06,170+6,17001,2730.63%+1,273
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
0114,494+114,49405,1802.54%+5,180
CISCO SYS INC(CSCO)021,820+21,82001,1610.57%+1,161
SPDR S&P 500 ETF TR(SPY)12,50713,698+1,1916,8077,8593.86%+1,052
ADOBE INC(ADBE)01,927+1,92709980.49%+998
TESLA INC(TSLA)4,0516,840+2,7898021,7900.88%+988
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
33,24261,283+28,0419831,8600.91%+877
VANECK ETF TRUST
SEMICONDUCTR ETF
03,379+3,37908290.41%+829
FIRST TR EXCHANGE-TRADED FD04,646+4,64607990.39%+799
INVESCO QQQ TR22,00622,999+99310,54311,2255.51%+682
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
43,80671,585+27,7798951,5300.75%+635
APPLE INC(AAPL)10,28911,937+1,6482,1672,7811.37%+614
ISHARES TR01,627+1,62706110.30%+611
SELECT SECTOR SPDR TR
ST STR SVC ETF
06,215+6,21505620.28%+562
SPDR INDEX SHS FDS
ST PORT MARK ETF
18,51529,528+11,0136971,2190.60%+521
SCHWAB STRATEGIC TR06,101+6,10105160.25%+516
GILEAD SCIENCES INC(GILD)29,36130,170+8092,0152,5301.24%+515
FIRST TR EXCHANGE-TRADED FD036,874+36,87403,3481.64%+3,348
SSGA ACTIVE TR
ST STR SECTO ETF
20,67038,950+18,2805261,0360.51%+510
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
039,256+39,25603,1521.55%+3,152
FIRST TR LRG CP VL ALPHADEX
COM SHS
044,266+44,26603,5031.72%+3,503
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
48,99366,559+17,5661,0301,4910.73%+461
VALUED ADVISERS TR
REGAN FLTG RATE
11,25028,025+16,7752857180.35%+433
FIRST TR NASDAQ 100 TECH IND05,663+5,66301,0830.53%+1,083
SPDR SER TR
ST STR AGGRE ETF
015,586+15,58604070.20%+407
BWX TECHNOLOGIES INC(BWXT)03,671+3,67103990.20%+399
SSGA ACTIVE TR
STATE STREET US
18,50625,863+7,3579421,3410.66%+399
ISHARES TR021,767+21,76702,0841.02%+2,084
BROADCOM INC(AVGO)05,058+5,05808730.43%+873
MCDONALDS CORP(MCD)6,2936,373+801,6041,9410.95%+337
BERKSHIRE HATHAWAY INC DEL1,0511,641+5904287550.37%+328
HOME DEPOT INC(HD)5,0955,126+311,7542,0781.02%+323
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,764+1,76403160.16%+316
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
04,685+4,68503150.15%+315
MICROSOFT CORP(MSFT)9,32210,399+1,0774,1664,4752.20%+308
AMAZON COM INC(AMZN)9,20611,179+1,9731,7792,0831.02%+304
META PLATFORMS INC(META)01,888+1,88801,0810.53%+1,081
SPDR GOLD TR(GLD)01,188+1,18802890.14%+289
PROCTER AND GAMBLE CO(PG)11,16812,262+1,0941,8422,1241.04%+282
FIRST TR EXCHANGE-TRADED FD010,625+10,62502,2511.10%+2,251
DISNEY WALT CO(DIS)02,867+2,86702760.14%+276
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
051,938+51,93802,5661.26%+2,566
ACCENTURE PLC IRELAND
SHS CLASS A
5,4115,382-291,6421,9020.93%+261
UNITEDHEALTH GROUP INC(UNH)1,9582,147+1899971,2550.62%+258
FIRST TR EXCHANGE-TRADED FD
MNGD FUTRS STRGY
021,819+21,81901,0360.51%+1,036
US BANCORP DEL(USB)33,27934,499+1,2201,3211,5780.77%+256
CONSTELLATION BRANDS INC(STZ)0983+98302530.12%+253
TYSON FOODS INC(TSN)04,242+4,24202530.12%+253
ISHARES TR7,8068,452+6461,4211,6660.82%+246
SELECT SECTOR SPDR TR
ST STR UTIL ETF
03,032+3,03202450.12%+245
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
020,468+20,46808590.42%+859
ISHARES TR
CORE MSCI EAFE
03,034+3,03402370.12%+237
SPDR INDEX SHS FDS
ST INTL CAP ETF
06,923+6,92302360.12%+236
EASTMAN CHEM CO(EMN)7,4168,365+9497279370.46%+210
INVESCO EXCH TRADED FD TR II09,689+9,68902080.10%+208
FIRST TR EXCHANGE-TRADED FD
SSI STRG ETF
05,748+5,74802050.10%+205
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
0119,341+119,34102,2911.12%+2,291
DUPONT DE NEMOURS INC(DD)22,98722,825-1621,8502,0341.00%+184
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
022,115+22,11501,2750.63%+1,275
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
6,54610,371+3,8252163990.20%+183
FIRST TR MORNINGSTAR DIVID L013,438+13,43805640.28%+564
JPMORGAN CHASE & CO.(JPM)11,34211,737+3952,2942,4751.21%+181
SERVICE CORP INTL(SCI)6,6808,223+1,5434756490.32%+174
PNC FINL SVCS GROUP INC(PNC)7,5147,254-2601,1681,3410.66%+173
LOWES COS INC(LOW)1,0971,529+4322424140.20%+172
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
39,47239,662+1901,9942,1611.06%+167
L3HARRIS TECHNOLOGIES INC(LHX)8,9019,098+1971,9992,1641.06%+165
EQUINIX INC(EQIX)01,262+1,26201,1200.55%+1,120
COMCAST CORP NEW(CCZ)44,01744,822+8051,7241,8720.92%+149
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
10,92213,101+2,1796848320.41%+148
STRYKER CORPORATION(SYK)7341,095+3612503960.19%+146
CINTAS CORP(CTAS)3261,807+1,4812283720.18%+144
FIRST TR EXCHANGE TRAD FD VI
ALT ABSLT STRG
020,238+20,23805630.28%+563
SEMPRA(SRE)8,6599,481+8226597930.39%+134
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
70,59573,790+3,1951,7171,8480.91%+131
JOHNSON & JOHNSON(JNJ)8,1088,110+21,1851,3150.65%+129
FIRST TR EXCH TRD ALPHDX FD
EUROPE ALPHADEX
016,367+16,36706370.31%+637
ROPER TECHNOLOGIES INC(ROP)418641+2232363570.18%+121
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
026,765+26,76506410.31%+641
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,1912,742+5512673710.18%+104
VISA INC(V)1,1491,475+3263024060.20%+104
RTX CORPORATION(RTX)05,458+5,45806610.32%+661
UNITED PARCEL SERVICE INC(UPS)041,540+41,54005,6642.78%+5,664
ISHARES TR1,1421,256+1146257240.36%+100
GALLAGHER ARTHUR J & CO(AJG)4,8564,824-321,2591,3570.67%+98
SPDR SER TR
ST STR SP600 SML
7,4548,889+1,4353104050.20%+95
DIAGEO PLC(DEO)04,185+4,18505870.29%+587
SPDR SER TR
ST STR P400MID
3,9315,368+1,4372022940.14%+92
EVERGY INC(EVRG)10,76610,646-1205706600.32%+90
FIRST TR EXCH TRD ALPHDX FD
JAPAN ALPHADEX
010,230+10,23005550.27%+555
PEPSICO INC(PEP)6,4336,698+2651,0611,1390.56%+78
ELI LILLY & CO(LLY)440536+963984750.23%+76
CHEVRON CORP NEW(CVX)12,03613,294+1,2581,8831,9580.96%+75
ISHARES TR03,540+3,54006720.33%+672
WELLS FARGO CO NEW(WFC)035,145+35,14501,9850.97%+1,985
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
2,6353,168+5332713320.16%+61
FIRST TR EXCHANGE-TRADED FD
S&P INTL DIVID
013,602+13,60202390.12%+239
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