IAMS WEALTH MANAGEMENT, LLC

13F filer, CIK 1998182, OMAHA, NE

IAMS WEALTH MANAGEMENT, LLC reported $203,710,626 across 145 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-11. Its ten largest share positions make up 32.57% of the portfolio.

Filed 2024-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001085146-24-004845

Period: 2024-09-30
Reported value: $204M
Holdings: 145
Top 10 weight: 32.57%
New: 21
Sold out: 15

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BUFRadded	+50,862	$1.52M
FTGSadded	+47,353	$1.48M
FVDadded	+30,574	$1.39M
TMUSnew	+6,170	$1.27M
CSCOnew	+21,820	$1.16M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
FTCexited	-13,892	-$1.7M
GOOGreduced	-9,535	-$1.59M
QCOMexited	-6,039	-$1.2M
RDVYreduced	-19,589	-$1.16M
FTSLexited	-20,850	-$953K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001085146-24-004845, largest first. % of portfolio is the value over $203,710,626, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
QQQINVESCO QQQ TR	22,999	$11.2M	5.51%	+993	Timeline
BILSPDR SERIES TRUST	111,208	$10.2M	5.01%	-4,603	Timeline
BILSSPDR SERIES TRUST	94,771	$9.44M	4.63%	-9,242	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	13,698	$7.86M	3.86%	+1,191	Timeline
UPSUNITED PARCEL SVCS INC	41,540	$5.66M	2.78%	+885	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	114,494	$5.18M	2.54%	+21,859	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	101,438	$4.61M	2.27%	+30,574	Timeline
MSFTMICROSOFT CORP	10,399	$4.47M	2.2%	+1,077	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	140,021	$4.19M	2.05%	+50,862	Timeline
FTAFIRST TR EXCHANGE-TRADED ALP	44,266	$3.5M	1.72%	+3,263	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	36,874	$3.35M	1.64%	+3,152	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	39,256	$3.15M	1.55%	+4,289	Timeline
FTGSFIRST TR EXCHANGE-TRADED FD	99,184	$3.1M	1.52%	+47,353	Timeline
AAPLAPPLE INC	11,937	$2.78M	1.37%	+1,648	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	51,938	$2.57M	1.26%	+4,020	Timeline
GILDGILEAD SCIENCES INC	30,170	$2.53M	1.24%	+809	Timeline
JPMJPMORGAN CHASE & CO	11,737	$2.48M	1.21%	+395	Timeline
FSIGFIRST TR EXCHANGE-TRADED FD	119,341	$2.29M	1.12%	+7,520	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	10,625	$2.25M	1.1%	+1,017	Timeline
LHXL3HARRIS TECHNOLOGIES INC	9,098	$2.16M	1.06%	+197	Timeline
KNGFIRST TR EXCHANGE-TRADED FD	39,662	$2.16M	1.06%	+190	Timeline
PGPROCTER & GAMBLE CO	12,262	$2.12M	1.04%	+1,094	Timeline
HONHONEYWELL INTL INC	10,104	$2.09M	1.03%	-32	Timeline
IVWISHARES TR	21,767	$2.08M	1.02%	+3,327	Timeline
AMZNAMAZON COM INC	11,179	$2.08M	1.02%	+1,973	Timeline
HDHOME DEPOT INC	5,126	$2.08M	1.02%	+31	Timeline
NVDANVIDIA CORPORATION	16,914	$2.05M	1.01%	-4,472	Timeline
DDDUPONT DE NEMOURS INC	22,825	$2.03M	1%	-162	Timeline
NVONOVO-NORDISK A S	17,003	$2.02M	0.99%	+1,144	Timeline
WFCWELLS FARGO & CO	35,145	$1.99M	0.97%	+2,835	Timeline
CVXCHEVRON CORPORATION	13,294	$1.96M	0.96%	+1,258	Timeline
MCDMCDONALDS CORP	6,373	$1.94M	0.95%	+80	Timeline
COPCONOCOPHILLIPS	18,203	$1.92M	0.94%	+1,895	Timeline
ACNACCENTURE PLC IRELAND	5,382	$1.9M	0.93%	-29	Timeline
ABTABBOTT LABORATORIES	16,508	$1.88M	0.92%	-1,429	Timeline
CMCSACOMCAST CORP NEW	44,822	$1.87M	0.92%	+805	Timeline
BUFQFIRST TR EXCHNG TRADED FD VI	61,283	$1.86M	0.91%	+28,041	Timeline
BUFDFIRST TR EXCHNG TRADED FD VI	73,790	$1.85M	0.91%	+3,195	Timeline
TSLATESLA INC	6,840	$1.79M	0.88%	+2,789	Timeline
IVEISHARES TR	8,452	$1.67M	0.82%	+646	Timeline
SHELSHELL PLC	25,183	$1.66M	0.82%	+647	Timeline
USBUS BANCORP	34,499	$1.58M	0.77%	+1,220	Timeline
FIIGFIRST TR EXCHANGE-TRADED FD	71,585	$1.53M	0.75%	+27,779	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	18,856	$1.51M	0.74%	+2,693	Timeline
LGOVFIRST TR EXCHANGE-TRADED FD	66,559	$1.49M	0.73%	+17,566	Timeline
AJGGALLAGHER ARTHUR J & CO	4,824	$1.36M	0.67%	-32	Timeline
FXHFIRST TR EXCHANGE-TRADED FD	11,993	$1.34M	0.66%	-2,631	Timeline
PNCPNC FINL SVCS GROUP INC	7,254	$1.34M	0.66%	-260	Timeline
XLSRSSGA ACTIVE TR	25,863	$1.34M	0.66%	+7,357	Timeline
JNJJOHNSON & JOHNSON	8,110	$1.31M	0.65%	+2	Timeline
BACBANK OF AMER CORP	32,395	$1.29M	0.63%	-9	Timeline
ADIANALOG DEVICES INC	5,573	$1.28M	0.63%	-167	Timeline
FDTFIRST TR EXCH TRD ALPHDX FD	22,115	$1.28M	0.63%	+2,282	Timeline
TMUST-MOBILE US INC	6,170	$1.27M	0.63%	new	Timeline
UNHUNITEDHEALTH GROUP INC	2,147	$1.26M	0.62%	+189	Timeline
AZNASTRAZENECA PLC-SPONS ADR	15,711	$1.22M	0.6%	-179	Timeline
SPEMSPDR INDEX SHS FDS	29,528	$1.22M	0.6%	+11,013	Timeline
CSCOCISCO SYS INC	21,820	$1.16M	0.57%	new	Timeline
PEPPEPSICO INC	6,698	$1.14M	0.56%	+265	Timeline
EQIXEQUINIX INC	1,262	$1.12M	0.55%	-18	Timeline
FALNISHARES TR	40,649	$1.11M	0.55%	-5,346	Timeline
QTECFIRST TR EXCHANGE-TRADED FD	5,663	$1.08M	0.53%	+2,318	Timeline
METAMETA PLATFORMS INC	1,888	$1.08M	0.53%	+338	Timeline
GOOGLALPHABET INC	6,502	$1.08M	0.53%	+791	Timeline
FMFFIRST TR EXCHANGE-TRADED FD	21,819	$1.04M	0.51%	+5,801	Timeline
FISRSSGA ACTIVE TR	38,950	$1.04M	0.51%	+18,280	Timeline
ADBEADOBE INC	1,927	$998K	0.49%	new	Timeline
EMNEASTMAN CHEM CO	8,365	$937K	0.46%	+949	Timeline
AVGOBROADCOM INC	5,058	$873K	0.43%	+4,747	Timeline
HYLSFIRST TR EXCHANGE-TRADED FD	20,468	$859K	0.42%	+5,206	Timeline
FTLSFIRST TR EXCH TRADED FD III	13,101	$832K	0.41%	+2,179	Timeline
SMHVANECK ETF TRUST	3,379	$829K	0.41%	new	Timeline
AMGNAMGEN INC	2,537	$818K	0.4%	+72	Timeline
FBTFIRST TR EXCHANGE-TRADED FD	4,646	$799K	0.39%	new	Timeline
SRESEMPRA	9,481	$793K	0.39%	+822	Timeline
XLGINVESCO EXCHANGE TRADED FD T	16,669	$792K	0.39%	-6,388	Timeline
GOOGALPHABET INC	4,732	$791K	0.39%	-9,535	Timeline
SPDWSPDR INDEX SHS FDS	20,802	$781K	0.38%	-8,643	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,641	$755K	0.37%	+590	Timeline
IWPISHARES TR	6,413	$752K	0.37%	+69	Timeline
IVVISHARES TR	1,256	$724K	0.36%	+114	Timeline
MBSFVALUED ADVISERS TR	28,025	$718K	0.35%	+16,775	Timeline
IWDISHARES TR	3,540	$672K	0.33%	+105	Timeline
RTXRTX CORPORATION	5,458	$661K	0.32%	-99	Timeline
EVRGEVERGY INC	10,646	$660K	0.32%	-120	Timeline
SCISERVICE CORP INTL	8,223	$649K	0.32%	+1,543	Timeline
ETENERGY TRANSFER L P	40,000	$642K	0.32%	0	Timeline
FEMFIRST TR EXCH TRD ALPHDX FD	26,765	$641K	0.31%	+4,550	Timeline
FEPFIRST TR EXCH TRD ALPHDX FD	16,367	$637K	0.31%	+2,440	Timeline
BUFGFIRST TR EXCHNG TRADED FD VI	25,776	$621K	0.31%	0	Timeline
IWFISHARES TR	1,627	$611K	0.3%	new	Timeline
XLESELECT SECTOR SPDR TR	6,758	$593K	0.29%	0	Timeline
DEODIAGEO PLC	4,185	$587K	0.29%	+268	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	13,438	$564K	0.28%	+3,378	Timeline
FAARFIRST TR EXCHANGE TRAD FD VI	20,238	$563K	0.28%	+5,375	Timeline
XLCSELECT SECTOR SPDR TR	6,215	$562K	0.28%	new	Timeline
XLKSELECT SECTOR SPDR TR	2,481	$560K	0.27%	-1,152	Timeline
MOATVANECK ETF TRUST	5,754	$558K	0.27%	-2,944	Timeline
FJPFIRST TR EXCH TRD ALPHDX FD	10,230	$555K	0.27%	+1,030	Timeline
JNKSPDR SERIES TRUST	5,310	$519K	0.25%	-1,119	Timeline
SCHDSCHWAB STRATEGIC TR	6,101	$516K	0.25%	new	Timeline
CRMSALESFORCE INC	1,842	$504K	0.25%	-397	Timeline
LLYELI LILLY & CO	536	$475K	0.23%	+96	Timeline
MAINMAIN STR CAP CORP	8,800	$441K	0.22%	0	Timeline
LOWLOWES COS INC	1,529	$414K	0.2%	+432	Timeline
SPABSPDR SERIES TRUST	15,586	$407K	0.2%	new	Timeline
VVISA INC	1,475	$406K	0.2%	+326	Timeline
SPSMSPDR SERIES TRUST	8,889	$405K	0.2%	+1,435	Timeline
FXUFIRST TR EXCHANGE-TRADED FD	10,371	$399K	0.2%	+3,825	Timeline
BWXTBWX TECHNOLOGIES INC	3,671	$399K	0.2%	new	Timeline
SYKSTRYKER CORPORATION	1,095	$396K	0.19%	+361	Timeline
HYEMVANECK ETF TRUST	18,963	$377K	0.19%	-2,502	Timeline
CTASCINTAS CORP	1,807	$372K	0.18%	+1,481	Timeline
XLISELECT SECTOR SPDR TR	2,742	$371K	0.18%	+551	Timeline
CGDVCAPITAL GROUP DIVIDEND VALUE	9,962	$363K	0.18%	-64	Timeline
DLRDIGITAL RLTY TR INC	2,212	$358K	0.18%	0	Timeline
ROPROPER TECHNOLOGIES INC	641	$357K	0.18%	+223	Timeline
SPGPINVESCO EXCHANGE TRADED FD T	3,168	$332K	0.16%	+533	Timeline
DFACDIMENSIONAL ETF TRUST	9,646	$331K	0.16%	0	Timeline
PTYPIMCO CORPORATE & INCOME OPP	22,000	$317K	0.16%	0	Timeline
RSPINVESCO EXCHANGE TRADED FD T	1,764	$316K	0.16%	new	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	4,685	$315K	0.15%	new	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	5,023	$297K	0.15%	-19,589	Timeline
SPMDSPDR SERIES TRUST	5,368	$294K	0.14%	+1,437	Timeline
GLDSPDR GOLD TR	1,188	$289K	0.14%	new	Timeline
HESS CORPHESS CORP	2,099	$285K	0.14%	0
FEMBFIRST TR EXCH TRADED FD III	9,710	$281K	0.14%	+541	Timeline
DISDISNEY WALT CO	2,867	$276K	0.14%	new	Timeline
FTSMFIRST TR EXCHANGE-TRADED FD	4,439	$266K	0.13%	-2,922	Timeline
HUSVFIRST TR EXCH TRADED FD III	6,894	$264K	0.13%	+325	Timeline
FSMBFIRST TR EXCH TRADED FD III	13,003	$260K	0.13%	+482	Timeline
BGTBLACKROCK FLOATING RATE INC	20,000	$259K	0.13%	0	Timeline
STZCONSTELLATION BRANDS INC	983	$253K	0.12%	new	Timeline
TSNTYSON FOODS INC	4,242	$253K	0.12%	new	Timeline
XOMEXXON MOBIL CORP	2,141	$251K	0.12%	-1,804	Timeline
XLUSELECT SECTOR SPDR TR	3,032	$245K	0.12%	new	Timeline
FMBFIRST TR EXCH TRADED FD III	4,683	$243K	0.12%	+157	Timeline
BHKBLACKROCK CORE BD TR	20,000	$241K	0.12%	0	Timeline
FIDFIRST TR EXCHANGE TRADED FD	13,602	$239K	0.12%	+2,270	Timeline
IEFAISHARES TR	3,034	$237K	0.12%	new	Timeline
GWXSPDR INDEX SHS FDS	6,923	$236K	0.12%	new	Timeline
XEVVXEATON VANCE LIMITED DURATION	20,000	$210K	0.1%	0	Timeline
PCYINVESCO EXCH TRADED FD TR II	9,689	$208K	0.1%	new	Timeline
FCVTFIRST TR EXCHANGE-TRADED FD	5,748	$205K	0.1%	new	Timeline
PHKPIMCO HIGH INCOME FD	30,000	$150K	0.07%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
FTCFIRST TR EXCHANGE-TRADED ALP	13,892	$1.7M	shares
QCOMQUALCOMM INC	6,039	$1.2M	shares
FTSLFIRST TR EXCHANGE-TRADED FD	20,850	$953K	shares
IWYISHARES TR	2,925	$627K	shares
TLHISHARES TR	6,000	$616K	shares
IWSISHARES TR	4,731	$571K	shares
MAGSLISTED FDS TR	11,645	$525K	shares
VICIVICI PPTYS INC	15,953	$457K	shares
BIPBROOKFIELD INFRASTRUCTURE PA	14,500	$398K	shares
CCICROWN CASTLE INC	4,032	$394K	shares
SPMOINVESCO EXCH TRADED FD TR II	3,815	$334K	shares
XMMOINVESCO EXCHANGE TRADED FD T	2,749	$313K	shares
FBCGFIDELITY COVINGTON TRUST	7,243	$307K	shares
IEIISHARES TR	1,749	$202K	shares
CHICKEN SOUP FOR THE SOUL ENCHICKEN SOUP FOR THE SOUL EN	11,500	$2.23K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-24-004845	base		2024-10-11	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC