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Home > Institutional Investor > Iams Wealth Management, Llc > Profile

Instuitional Investor - Iams Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Iams Wealth Management, Llc
Portfolio Value	$217,839,712

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Invesco Qqq Tr		25,491	$14,062,406	6.46%
2.	Spdr S & P 500 Etf Trust	SPY	17,720	$10,949,105	5.03%
3.	Microsoft Corp	MSFT	15,124	$7,523,383	3.45%
4.	Spdr Series Trust		75,769	$6,950,501	3.19%
5.	United Parcel Service Inc	UPS	41,737	$4,213,182	1.93%