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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
RSPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.16%
$316,038
1,764 shares@ $179.16 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
New Position
0.16%
$315,170
4,685 shares@ $67.28 avg price
GLDSpdr Gold Tr
Recent Activity
New Position
0.15%
$288,755
1,188 shares@ $243.06 avg price
DISDisney Walt Co
Recent Activity
New Position
0.14%
$275,777
2,867 shares@ $96.2 avg price
STZConstellation Brands Inc
Recent Activity
New Position
0.13%
$253,309
983 shares@ $257.69 avg price
TSNTyson Foods Inc
Recent Activity
New Position
0.13%
$252,654
4,242 shares@ $59.57 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
0.13%
$244,925
3,032 shares@ $80.79 avg price
IEFAIshares Tr
Recent Activity
New Position
0.12%
$236,804
3,034 shares@ $78.06 avg price
GWXSpdr Index Shs Fds
Recent Activity
New Position
0.12%
$236,282
6,923 shares@ $34.14 avg price
PCYInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.11%
$208,314
9,689 shares@ $21.51 avg price