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Michael G. Hansen

@Iams Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$203.711MTotal holdings145
Assets growth rate11.58%Assets growth rate (2-Q avg)11.59%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Iams Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Iams Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 203.711M in assets, with a quarterly growth rate of 11.58% and a 2-quarter average growth rate of 11.59%. The portfolio is managed by Michael G. Hansen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BILSpdr Ser Tr
Recent Activity
Decreased -3.97%
5.02%
$10.21M
111,208 shares@ $91.82 avg price
BILSSpdr Ser Tr
Recent Activity
Decreased -8.88%
4.64%
$9.437M
94,771 shares@ $99.59 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.31%
1.03%
$2.089M
10,104 shares@ $206.73 avg price
NVDANvidia Corporation
Recent Activity
Decreased -20.91%
1.01%
$2.054M
16,914 shares@ $121.45 avg price
DDDupont De Nemours Inc
Recent Activity
Decreased -0.7%
1%
$2.034M
22,825 shares@ $89.12 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -0.53%
0.94%
$1.902M
5,382 shares@ $353.48 avg price
ABTAbbott Labs
Recent Activity
Decreased -7.96%
0.93%
$1.882M
16,508 shares@ $114.02 avg price
AJGGallagher Arthur J & Co
Recent Activity
Decreased -0.65%
0.67%
$1.357M
4,824 shares@ $281.39 avg price
FXHFirst Tr Exchange Traded Fd
Recent Activity
Decreased -17.99%
0.66%
$1.342M
11,993 shares@ $111.87 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -3.46%
0.66%
$1.341M
7,254 shares@ $184.89 avg price