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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
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Increased 9.35%
1.65%
$3.348M
36,874 shares@ $90.81 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Increased 12.27%
1.55%
$3.152M
39,256 shares@ $80.31 avg price
FTGSFirst Tr Exchange Traded Fd
Recent Activity
Increased 91.37%
1.53%
$3.097M
99,184 shares@ $31.22 avg price
AAPLApple Inc
Recent Activity
Increased 16.02%
1.37%
$2.781M
11,937 shares@ $233.01 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Increased 8.39%
1.26%
$2.566M
51,938 shares@ $49.42 avg price
GILDGilead Sciences Inc
Recent Activity
Increased 2.76%
1.25%
$2.53M
30,170 shares@ $83.85 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 3.49%
1.22%
$2.475M
11,737 shares@ $210.88 avg price
FSIGFirst Tr Exchange-traded Fd
Recent Activity
Increased 6.73%
1.13%
$2.291M
119,341 shares@ $19.21 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
Increased 10.59%
1.11%
$2.251M
10,625 shares@ $211.84 avg price
LHXL3harris Technologies Inc
Recent Activity
Increased 2.22%
1.07%
$2.164M
9,098 shares@ $237.9 avg price