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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
FTCFirst Trust Lrgcp Gwt Alphad
Recent Activity
Exited
0%
$1.702M
13,892 shares@ $122.54 avg price
QCOMQualcomm Inc
Recent Activity
Exited
0%
$1.203M
6,039 shares@ $199.18 avg price
FTSLFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$953,054
20,850 shares@ $45.72 avg price
IWYIshares Tr
Recent Activity
Exited
0%
$627,471
2,925 shares@ $214.52 avg price
TLHIshares Tr
Recent Activity
Exited
0%
$616,200
6,000 shares@ $102.7 avg price
IWSIshares Tr
Recent Activity
Exited
0%
$571,221
4,731 shares@ $120.75 avg price
MAGSListed Fd Tr
Recent Activity
Exited
0%
$525,306
11,645 shares@ $45.12 avg price
VICIVici Pptys Inc
Recent Activity
Exited
0%
$456,894
15,953 shares@ $28.65 avg price
BIPBrookfield Infrast Partners
Recent Activity
Exited
0%
$397,880
14,500 shares@ $27.44 avg price
CCICrown Castle Inc
Recent Activity
Exited
0%
$393,926
4,032 shares@ $97.7 avg price