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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	$249,252,428

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Invesco Qqq Tr		24,712	$14,837,064	5.95%
2.	Spdr S & P 500 Etf Trust	SPY	18,602	$12,394,135	4.97%
3.	Spdr Series Trust		89,293	$8,192,878	3.29%
4.	Microsoft Corp	MSFT	11,561	$5,989,096	2.4%
5.	Apple Inc.	AAPL	23,046	$5,868,630	2.35%