| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -1,292 | -100.0% | -0.14% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -2,244 | -100.0% | -0.14% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -717 | -100.0% | -0.14% | – |
| FID | Exit | FIRST TR EXCHANGE-TRADED FDs&p intl divid | $0 | – | -14,184 | -100.0% | -0.14% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -4,968 | -100.0% | -0.15% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -1,915 | -100.0% | -0.17% | – |
| SPGP | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $0 | – | -2,694 | -100.0% | -0.17% | – |
| FSMB | Exit | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $0 | – | -13,349 | -100.0% | -0.18% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -1,959 | -100.0% | -0.18% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -2,290 | -100.0% | -0.18% | – |
| DHS | Exit | WISDOMTREE TRus high dividend | $0 | – | -3,311 | -100.0% | -0.18% | – |
| SPHD | Exit | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $0 | – | -6,889 | -100.0% | -0.19% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -2,093 | -100.0% | -0.19% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -790 | -100.0% | -0.19% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -5,831 | -100.0% | -0.20% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -1,073 | -100.0% | -0.20% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -705 | -100.0% | -0.21% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -5,506 | -100.0% | -0.22% | – |
| HES | Exit | HESS CORP | $0 | – | -2,099 | -100.0% | -0.22% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -6,992 | -100.0% | -0.25% | – |
| TBX | Exit | PROSHARES TRsht 7-10 yr tr | $0 | – | -11,828 | -100.0% | -0.25% | – |
| FXN | Exit | FIRST TR EXCHANGE TRADED FDenergy alphadx | $0 | – | -21,348 | -100.0% | -0.26% | – |
| TBF | Exit | PROSHARES TRshrt 20+yr tre | $0 | – | -15,237 | -100.0% | -0.26% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,580 | -100.0% | -0.27% | – |
| DRI | Exit | DARDEN RESTAURANTS INC | $0 | – | -2,791 | -100.0% | -0.28% | – |
| RTX | Exit | RTX CORPORATION | $0 | – | -5,564 | -100.0% | -0.28% | – |
| FYX | Exit | FIRST TR SML CP CORE ALPHA F | $0 | – | -5,026 | -100.0% | -0.28% | – |
| SENT | Exit | ADVISORSHARES TRalpha dna equity | $0 | – | -19,120 | -100.0% | -0.29% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -4,955 | -100.0% | -0.30% | – |
| EVRG | Exit | EVERGY INC | $0 | – | -8,990 | -100.0% | -0.32% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -3,468 | -100.0% | -0.32% | – |
| SRE | Exit | SEMPRA | $0 | – | -6,874 | -100.0% | -0.32% | – |
| Exit | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $0 | – | -25,776 | -100.0% | -0.35% | – | |
| FDL | Exit | FIRST TR MORNINGSTAR DIVID L | $0 | – | -15,696 | -100.0% | -0.36% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -1,242 | -100.0% | -0.37% | – |
| PEY | Exit | INVESCO EXCHANGE TRADED FD Thig yld eq div | $0 | – | -28,665 | -100.0% | -0.38% | – |
| JNK | Exit | SPDR SER TRbloomberg high y | $0 | – | -6,090 | -100.0% | -0.38% | – |
| EMN | Exit | EASTMAN CHEM CO | $0 | – | -7,325 | -100.0% | -0.39% | – |
| RPG | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $0 | – | -18,695 | -100.0% | -0.39% | – |
| FJP | Exit | FIRST TR EXCH TRD ALPHDX FDjapan alphadex | $0 | – | -11,869 | -100.0% | -0.41% | – |
| FTXN | Exit | FIRST TR EXCHANGE-TRADED FDnasdq oil gas | $0 | – | -20,083 | -100.0% | -0.42% | – |
| FTXO | Exit | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $0 | – | -29,554 | -100.0% | -0.42% | – |
| FEP | Exit | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $0 | – | -19,672 | -100.0% | -0.45% | – |
| FEM | Exit | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $0 | – | -31,525 | -100.0% | -0.46% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -3,359 | -100.0% | -0.46% | – |
| XMMO | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $0 | – | -8,264 | -100.0% | -0.46% | – |
| HYLS | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $0 | – | -17,158 | -100.0% | -0.47% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -10,631 | -100.0% | -0.47% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -4,295 | -100.0% | -0.49% | – |
| MOAT | Exit | VANECK ETF TRUSTmrngstr wde moat | $0 | – | -9,369 | -100.0% | -0.49% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -1,467 | -100.0% | -0.51% | – |
| LGOV | Exit | FIRST TR EXCHANGE-TRADED FDlng dur oprtun | $0 | – | -39,101 | -100.0% | -0.55% | – |
| CCI | Exit | CROWN CASTLE INC | $0 | – | -8,905 | -100.0% | -0.57% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -11,297 | -100.0% | -0.57% | – |
| AAPL | Exit | APPLE INC | $0 | – | -5,103 | -100.0% | -0.60% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -16,883 | -100.0% | -0.61% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -5,969 | -100.0% | -0.62% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -3,473 | -100.0% | -0.64% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -6,118 | -100.0% | -0.64% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -6,041 | -100.0% | -0.64% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -2,887 | -100.0% | -0.67% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -5,786 | -100.0% | -0.68% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -5,679 | -100.0% | -0.69% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -37,263 | -100.0% | -0.71% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -11,224 | -100.0% | -0.71% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -8,399 | -100.0% | -0.71% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -6,526 | -100.0% | -0.72% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -32,907 | -100.0% | -0.75% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -7,001 | -100.0% | -0.75% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -16,022 | -100.0% | -0.76% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -3,576 | -100.0% | -0.76% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC. | $0 | – | -14,173 | -100.0% | -0.76% | – |
| AJG | Exit | GALLAGHER ARTHUR J & CO | $0 | – | -5,197 | -100.0% | -0.82% | – |
| FAAR | Exit | FIRST TR EXCHANGE TRAD FD VIalt abslt strg | $0 | – | -45,796 | -100.0% | -0.91% | – |
| FMF | Exit | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $0 | – | -26,981 | -100.0% | -0.91% | – |
| RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -30,052 | -100.0% | -0.96% | – |
| FDT | Exit | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $0 | – | -28,034 | -100.0% | -0.97% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -3,370 | -100.0% | -1.00% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -5,580 | -100.0% | -1.02% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -8,612 | -100.0% | -1.04% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -5,585 | -100.0% | -1.04% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -16,005 | -100.0% | -1.07% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -10,899 | -100.0% | -1.10% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -21,547 | -100.0% | -1.12% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -8,858 | -100.0% | -1.13% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -5,580 | -100.0% | -1.17% | – |
| BUFD | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest fd dep | $0 | – | -79,440 | -100.0% | -1.17% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -22,937 | -100.0% | -1.18% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -42,007 | -100.0% | -1.19% | – |
| FEX | Exit | FIRST TR LRGE CP CORE ALPHA | $0 | – | -21,232 | -100.0% | -1.19% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -10,386 | -100.0% | -1.21% | – |
| Exit | SHELL PLCspon ads | $0 | – | -27,503 | -100.0% | -1.22% | – | |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -12,494 | -100.0% | -1.25% | – |
| FXH | Exit | FIRST TR EXCHANGE TRADED FDhlth care alph | $0 | – | -19,240 | -100.0% | -1.29% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -20,808 | -100.0% | -1.31% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -16,020 | -100.0% | -1.33% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -45,311 | -100.0% | -1.39% | – |
| FTSM | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -36,442 | -100.0% | -1.50% | – |
| TDIV | Exit | FIRST TR EXCHANGE-TRADED FDnasd tech div | $0 | – | -41,456 | -100.0% | -1.61% | – |
| FTC | Exit | FIRST TRUST LRGCP GWT ALPHAD | $0 | – | -27,061 | -100.0% | -1.81% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -8,766 | -100.0% | -1.92% | – |
| Exit | FIRST TR EXCHANGE-TRADED FDlimited duration | $0 | – | -169,343 | -100.0% | -2.16% | – | |
| FTCS | Exit | FIRST TR EXCHANGE-TRADED FDcap strength etf | $0 | – | -42,311 | -100.0% | -2.16% | – |
| FVD | Exit | FIRST TR VALUE LINE DIVID IN | $0 | – | -84,972 | -100.0% | -2.20% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -9,246 | -100.0% | -2.29% | – |
| BUFR | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $0 | – | -140,293 | -100.0% | -2.38% | – |
| LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -75,910 | -100.0% | -2.48% | – |
| FTA | Exit | FIRST TR LRG CP VL ALPHADEX | $0 | – | -63,524 | -100.0% | -2.85% | – |
| BILS | Exit | SPDR SER TRbloomberg 3-12 m | $0 | – | -46,445 | -100.0% | -3.20% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -37,338 | -100.0% | -4.03% | – |
| FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -207,133 | -100.0% | -6.03% | – |
| BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -96,300 | -100.0% | -6.12% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | 3 | Q3 2023 | 10.3% |
| SPDR SER TR | 3 | Q3 2023 | 7.7% |
| UNITED PARCEL SERVICE INC | 3 | Q3 2023 | 5.9% |
| FIRST TR EXCHANGE-TRADED FD | 3 | Q3 2023 | 5.8% |
| FIRST TR LRG CP VL ALPHADEX | 3 | Q3 2023 | 3.1% |
| FIRST TR VALUE LINE DIVID IN | 3 | Q3 2023 | 2.3% |
| FIRST TR EXCHANGE-TRADED FD | 3 | Q3 2023 | 2.5% |
| FIRST TR EXCHANGE-TRADED FD | 3 | Q3 2023 | 2.2% |
| FIRST TRUST LRGCP GWT ALPHAD | 3 | Q3 2023 | 2.0% |
| FIRST TR EXCHANGE-TRADED FD | 3 | Q3 2023 | 2.2% |
View IAMS WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.