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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
TMUST-mobile Us Inc
Recent Activity
New Position
0.63%
$1.273M
6,170 shares@ $206.36 avg price
CSCOCisco Sys Inc
Recent Activity
New Position
0.58%
$1.161M
21,820 shares@ $53.22 avg price
ADBEAdobe Inc
Recent Activity
New Position
0.49%
$997,762
1,927 shares@ $517.78 avg price
SMHVaneck Etf Trust
Recent Activity
New Position
0.41%
$829,376
3,379 shares@ $245.46 avg price
FBTFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.4%
$798,787
4,646 shares@ $171.94 avg price
IWFIshares Tr
Recent Activity
New Position
0.3%
$610,743
1,627 shares@ $375.38 avg price
XLCSelect Sector Spdr Tr
Recent Activity
New Position
0.28%
$561,836
6,215 shares@ $90.4 avg price
SCHDSchwab Strategic Tr
Recent Activity
New Position
0.26%
$515,730
6,101 shares@ $84.54 avg price
SPABSpdr Ser Tr
Recent Activity
New Position
0.2%
$407,418
15,586 shares@ $26.14 avg price
BWXTBwx Technologies Inc
Recent Activity
New Position
0.2%
$399,038
3,671 shares@ $108.71 avg price