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  Name: IAMS WEALTH MANAGEMENT LLC
  City: OMAHA
  State: NE
  Zip: 68154
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $163,598,000
  Total Value Change : $8,956,000
  Securities Held Change : 6
   
All Securities Held : 114
  New Positions : 17
  Closed Positions : 16
  Increased Positions : 62
  Unchanged Positions : 3
  Decreased Positions : 32

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 16     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (NFLX)1 Year Chart         NFLX Netflix Inc 130 Closed $650.27 $0 0 0% -456,000 -937 0    Music & Video Stores
   (V)1 Year Chart         V Visa Inc 117 Closed $274.50 $0 0 0% -262,000 -1,006 0    Business Services
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 123 Closed $409.85 $0 0 0% -236,000 -663 0    Property & Casualty I...
   (PCY)1 Year Chart         PCY Invesco Emerging Markets S 129 Closed $20.47 $0 0 0% -253,000 -12,256 0    Closed - End Fund - E...
   (INTC)1 Year Chart         INTC Intel Corp 116 Closed $30.78 $0 0 0% -645,000 -12,829 0    Semiconductor- Broad...
   (CCI)1 Year Chart         CCI Crown Castle International ... 122 Closed $102.38 $0 0 0% -995,000 -8,635 0    Integrated Telecommun...
   (FNDX)1 Year Chart         FNDX Schwab Fundamental US Large... 128 Closed $66.76 $0 0 0% -637,000 -10,283 0    N/A
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 115 Closed $93.35 $0 0 0% -1,005,000 -10,164 0    Closed - End Fund - E...
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 121 Closed $0.00 $0 0 0% -491,000 -3,127 0    N/A
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 127 Closed $97.25 $0 0 0% -498,000 -5,999 0    Closed - End Fund - Debt
   (IBND)1 Year Chart         IBND Spdr Barclays Capital Inter... 120 Closed $29.09 $0 0 0% -249,000 -8,322 0    Closed - End Fund - E...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 126 Closed $89.88 $0 0 0% -217,000 -2,594 0    Closed - End Fund - E...
   (DIA)1 Year Chart         DIA Diamonds Trust 119 Closed $388.53 $0 0 0% -1,111,000 -2,947 0    Closed - End Fund - E...
   (IWY)1 Year Chart         IWY iShares Trust 125 Closed $205.93 $0 0 0% -546,000 -3,114 0    N/A
   (FTXO)1 Year Chart         FTXO First Trust Nasdaq Bank 118 Closed $26.07 $0 0 0% -751,000 -29,716 0    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 124 Closed $211.90 $0 0 0% -625,000 -4,322 0    Communication Equipment
      16 Records Found
  1    
Page 1 of 1
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