IAMS WEALTH MANAGEMENT, LLC
Top Portfolio Positions
97 positions ·
$147,520,131 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
25,267 | $14,583,607 | 9.89% |
| SPY |
Spdr S&P 500 ETF Trust
|
18,597 | $12,094,372 | 8.20% |
| MSFT |
Microsoft Corp
Technology
|
16,773 | $6,208,861 | 4.21% |
| NVDA |
Nvidia Corp
Technology
|
34,091 | $5,945,470 | 4.03% |
| AAPL |
Apple Inc.
Technology
|
18,815 | $4,775,058 | 3.24% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,231 | $4,630,050 | 3.14% |
| UPS |
United Parcel Service Inc
Industrials
|
40,847 | $4,018,527 | 2.72% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
12,248 | $3,602,871 | 2.44% |
| AZN |
Astrazeneca PLC
Healthcare
|
16,578 | $3,269,513 | 2.22% |
| META |
Meta Platforms, Inc.
Communication Services
|
5,491 | $3,141,565 | 2.13% |
Portfolio Trend
Holdings in PHK
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $138,900 | 30,000 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $145,800 | 30,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $149,700 | 30,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $144,000 | 30,000 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $146,700 | 30,000 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $145,800 | 30,000 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $150,000 | 30,000 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $144,600 | 30,000 | Shares | Sole | 2024-08-05 | |
| No quarters match your search. | ||||||