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| Name: |
IAMS WEALTH MANAGEMENT LLC |
| City: |
OMAHA |
| State: |
NE |
| Zip: |
68154 |
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data |
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| Holdings
Found :
16 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
XLG |
Invesco S&P 500 Top 50 ETF |
52 |
New |
$43.27 |
$1,056,000 |
25,728 |
0.65% |
1,056,000 |
25,728 |
0.029 |
Closed - End Fund - E... |
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EQIX |
Equinix Inc |
59 |
New |
$762.98 |
$966,000 |
1,083 |
0.59% |
966,000 |
1,083 |
0.001 |
Telecom Services - Do... |
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AVGO |
Broadcom Limited |
61 |
New |
$1,328.55 |
$891,000 |
691 |
0.54% |
891,000 |
691 |
0 |
Semiconductor- Broad... |
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MAGS |
Roundhill Magnificent Seven... |
86 |
New |
$0.00 |
$427,000 |
11,317 |
0.26% |
427,000 |
11,317 |
0.126 |
N/A |
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XLSR |
Spdr Ssga Us Sector Rotatio... |
87 |
New |
$0.00 |
$415,000 |
8,600 |
0.25% |
415,000 |
8,600 |
0.037 |
N/A |
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SPHQ |
Powershares S&P 500 High Q |
90 |
New |
$61.46 |
$369,000 |
6,322 |
0.23% |
369,000 |
6,322 |
0.006 |
Closed - End Fund - Debt |
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MGC |
Vanguard Mega Cap 300 Index... |
91 |
New |
$185.36 |
$363,000 |
2,001 |
0.22% |
363,000 |
2,001 |
0.008 |
Closed - End Fund - E... |
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GWL |
St Spdr S&P Wld Xus |
93 |
New |
$36.29 |
$325,000 |
9,395 |
0.2% |
325,000 |
9,395 |
0.001 |
Closed - End Fund - E... |
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LLY |
Eli Lilly & Co |
97 |
New |
$820.34 |
$311,000 |
410 |
0.19% |
311,000 |
410 |
0 |
Drug Manufacturers - ... |
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XLI |
SPDR Industrial Sector |
104 |
New |
$123.51 |
$249,000 |
2,067 |
0.15% |
249,000 |
2,067 |
0 |
Closed - End Fund - E... |
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FMB |
First Trust Managed Municipal |
108 |
New |
$0.00 |
$227,000 |
4,412 |
0.14% |
227,000 |
4,412 |
0.014 |
N/A |
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BUFQ |
Ft Cboe Vest Fund Of Nasdaq... |
109 |
New |
$0.00 |
$226,000 |
8,099 |
0.14% |
226,000 |
8,099 |
0.009 |
N/A |
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CFT |
iShares Barclays Credit Bond |
111 |
New |
$50.16 |
$218,000 |
4,338 |
0.13% |
218,000 |
4,338 |
0.003 |
Closed - End Fund - E... |
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EL |
Estee Lauder Companies Inc |
112 |
New |
$147.36 |
$215,000 |
1,458 |
0.13% |
215,000 |
1,458 |
0.001 |
Personal Products |
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UST |
UST Inc |
113 |
New |
$41.45 |
$210,000 |
4,865 |
0.13% |
210,000 |
4,865 |
0.005 |
Cigarettes & Other To... |
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KNG |
Ft Cboe S&p 500 Dividend Ta... |
114 |
New |
$0.00 |
$209,000 |
4,042 |
0.13% |
209,000 |
4,042 |
0.009 |
N/A |
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