Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
FIRST TR EXCHNG TRADED FD VI | 6 | Q2 2024 | 10.3% |
SPDR SER TR | 6 | Q2 2024 | 7.7% |
UNITED PARCEL SERVICE INC | 6 | Q2 2024 | 5.9% |
INVESCO QQQ TR | 6 | Q2 2024 | 5.8% |
FIRST TR EXCHANGE-TRADED FD | 6 | Q2 2024 | 5.8% |
FIRST TR LRG CP VL ALPHADEX | 6 | Q2 2024 | 3.1% |
FIRST TR VALUE LINE DIVID IN | 6 | Q2 2024 | 2.3% |
FIRST TR EXCHANGE-TRADED FD | 6 | Q2 2024 | 2.5% |
FIRST TR EXCHANGE-TRADED FD | 6 | Q2 2024 | 2.2% |
MICROSOFT CORP | 6 | Q2 2024 | 2.3% |
View IAMS WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-26 |
13F-HR | 2024-08-05 |
13F-HR | 2024-04-18 |
13F-HR | 2024-02-07 |
13F-HR | 2023-11-15 |
13F-HR | 2023-10-30 |
13F-HR | 2023-10-30 |
13F-HR | 2023-10-27 |
View IAMS WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.