| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2019 | ||||||||
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.