test

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
QQQInvesco Qqq Tr
Recent Activity
Increased 4.52%
5.52%
$11.225M
22,999 shares@ $488.08 avg price
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
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 9.53%
3.86%
$7.859M
13,698 shares@ $573.77 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 2.18%
2.79%
$5.664M
41,540 shares@ $136.35 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 23.6%
2.55%
$5.18M
114,494 shares@ $45.25 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Increased 43.15%
2.27%
$4.614M
101,438 shares@ $45.5 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 11.56%
2.2%
$4.475M
10,399 shares@ $430.32 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 57.05%
2.06%
$4.185M
140,021 shares@ $29.9 avg price
FTAFirst Tr Lrg Cp Vl Alphadex
Recent Activity
Increased 7.96%
1.72%
$3.503M
44,266 shares@ $79.14 avg price