IAMS WEALTH MANAGEMENT, LLC
Top Portfolio Positions
98 positions ·
$151,172,593 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
25,267 | $14,583,607 | 9.65% | |
| SPY |
Spdr S&P 500 ETF Trust
|
18,597 | $12,094,372 | 8.00% | |
| MSFT |
Microsoft Corp
Technology
|
16,773 | $6,208,861 | 4.11% | |
| NVDA |
Nvidia Corp
Technology
|
34,091 | $5,945,470 | 3.93% | |
| AAPL |
Apple Inc.
Technology
|
18,815 | $4,775,058 | 3.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,231 | $4,630,050 | 3.06% | |
| UPS |
United Parcel Service Inc
Industrials
|
40,847 | $4,018,527 | 2.66% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
7,622 | $3,652,462 | 2.42% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,248 | $3,602,871 | 2.38% | |
| AZN |
Astrazeneca PLC
Healthcare
|
16,578 | $3,269,513 | 2.16% |
Portfolio Trend
14 quarters · across all stocks
Holdings in BGT
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $215,200 | 20,000 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $226,600 | 20,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $243,000 | 20,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $250,400 | 20,000 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $248,400 | 20,000 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $257,200 | 20,000 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $258,800 | 20,000 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $255,200 | 20,000 | Shares | Sole | 2024-08-05 | |
| No 13F history on record for this holder in this stock. | ||||||