IAMS WEALTH MANAGEMENT, LLC

13F filer, CIK 1998182, OMAHA, NE

IAMS WEALTH MANAGEMENT, LLC reported $218,730,817 across 163 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-23. Its ten largest share positions make up 29.55% of the portfolio.

Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001085146-25-000432

Period: 2024-12-31
Reported value: $219M
Holdings: 163
Top 10 weight: 29.55%
New: 34
Sold out: 16

Largest buys vs the previous quarter

Security	Shares change	Approx. value
FIXDadded	+60,289	$2.59M
SPYadded	+3,010	$1.76M
AAPLadded	+4,467	$1.12M
QQQadded	+2,185	$1.12M
NFLXnew	+1,157	$1.03M

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
BILSreduced	-61,863	-$6.13M
BILreduced	-24,367	-$2.23M
TMUSexited	-6,170	-$1.27M
CSCOreduced	-17,370	-$1.03M
ADBEexited	-1,927	-$998K

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, Q4 2024

Share positions as resolved from 13F-HR 0001085146-25-000432, largest first. % of portfolio is the value over $218,253,985, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
QQQINVESCO QQQ TR	25,184	$12.9M	5.9%	+2,185	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	16,708	$9.79M	4.49%	+3,010	Timeline
BILSPDR SERIES TRUST	86,841	$7.94M	3.64%	-24,367	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	174,783	$7.51M	3.44%	+60,289	Timeline
UPSUNITED PARCEL SVCS INC	38,547	$4.86M	2.23%	-2,993	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	154,954	$4.72M	2.16%	+14,933	Timeline
MSFTMICROSOFT CORP	11,068	$4.67M	2.14%	+669	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	103,360	$4.51M	2.07%	+1,922	Timeline
AAPLAPPLE INC	16,404	$4.11M	1.88%	+4,467	Timeline
FTAFIRST TR EXCHANGE-TRADED ALP	45,922	$3.51M	1.61%	+1,656	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	38,510	$3.38M	1.55%	+1,636	Timeline
FTGSFIRST TR EXCHANGE-TRADED FD	104,562	$3.28M	1.5%	+5,378	Timeline
BILSSPDR SERIES TRUST	32,908	$3.26M	1.5%	-61,863	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	41,230	$3.23M	1.48%	+1,974	Timeline
PGPROCTER & GAMBLE CO	17,493	$2.93M	1.34%	+5,231	Timeline
JPMJPMORGAN CHASE & CO	11,851	$2.84M	1.3%	+114	Timeline
IVWISHARES TR	27,474	$2.79M	1.28%	+5,707	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	56,943	$2.77M	1.27%	+5,005	Timeline
BUFQFIRST TR EXCHNG TRADED FD VI	86,274	$2.71M	1.24%	+24,991	Timeline
AMZNAMAZON COM INC	12,106	$2.66M	1.22%	+927	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	10,811	$2.63M	1.2%	+186	Timeline
GILDGILEAD SCIENCES INC	27,810	$2.57M	1.18%	-2,360	Timeline
WFCWELLS FARGO & CO	34,981	$2.46M	1.13%	-164	Timeline
HONHONEYWELL INTL INC	10,876	$2.46M	1.13%	+772	Timeline
BUFDFIRST TR EXCHNG TRADED FD VI	96,045	$2.45M	1.12%	+22,255	Timeline
NVDANVIDIA CORPORATION	17,514	$2.35M	1.08%	+600	Timeline
AJGGALLAGHER ARTHUR J & CO	7,962	$2.26M	1.04%	+3,138	Timeline
AVGOBROADCOM INC	9,367	$2.17M	1%	+4,309	Timeline
KNGFIRST TR EXCHANGE-TRADED FD	42,374	$2.13M	0.97%	+2,712	Timeline
COPCONOCOPHILLIPS	20,702	$2.05M	0.94%	+2,499	Timeline
HDHOME DEPOT INC	5,273	$2.05M	0.94%	+147	Timeline
NVONOVO-NORDISK A S	23,772	$2.04M	0.94%	+6,769	Timeline
TSLATESLA INC	5,037	$2.03M	0.93%	-1,803	Timeline
LHXL3HARRIS TECHNOLOGIES INC	9,469	$1.99M	0.91%	+371	Timeline
ABTABBOTT LABORATORIES	17,450	$1.97M	0.9%	+942	Timeline
FSIGFIRST TR EXCHANGE-TRADED FD	103,095	$1.95M	0.89%	-16,246	Timeline
SHELSHELL PLC	30,545	$1.91M	0.88%	+5,362	Timeline
MCDMCDONALDS CORP	6,531	$1.89M	0.87%	+158	Timeline
ACNACCENTURE PLC IRELAND	5,354	$1.88M	0.86%	-28	Timeline
DDDUPONT DE NEMOURS INC	23,919	$1.82M	0.84%	+1,094	Timeline
CMCSACOMCAST CORP NEW	47,515	$1.78M	0.82%	+2,693	Timeline
AZNASTRAZENECA PLC-SPONS ADR	27,080	$1.77M	0.81%	+11,369	Timeline
CVXCHEVRON CORPORATION	12,233	$1.77M	0.81%	-1,061	Timeline
IVEISHARES TR	9,210	$1.76M	0.81%	+758	Timeline
USBUS BANCORP	34,568	$1.65M	0.76%	+69	Timeline
LGOVFIRST TR EXCHANGE-TRADED FD	78,410	$1.63M	0.75%	+11,851	Timeline
XLSRSSGA ACTIVE TR	28,213	$1.51M	0.69%	+2,350	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	26,194	$1.5M	0.69%	+7,338	Timeline
FIIGFIRST TR EXCHANGE-TRADED FD	69,819	$1.43M	0.65%	-1,766	Timeline
BACBANK OF AMER CORP	32,293	$1.42M	0.65%	-102	Timeline
GOOGLALPHABET INC	6,990	$1.32M	0.61%	+488	Timeline
PNCPNC FINL SVCS GROUP INC	6,672	$1.29M	0.59%	-582	Timeline
FXHFIRST TR EXCHANGE-TRADED FD	11,817	$1.23M	0.56%	-176	Timeline
FDTFIRST TR EXCH TRD ALPHDX FD	22,556	$1.22M	0.56%	+441	Timeline
ADIANALOG DEVICES INC	5,698	$1.21M	0.55%	+125	Timeline
PEPPEPSICO INC	7,669	$1.17M	0.53%	+971	Timeline
FALNISHARES TR	43,229	$1.15M	0.53%	+2,580	Timeline
QTECFIRST TR EXCHANGE-TRADED FD	6,091	$1.15M	0.53%	+428	Timeline
SPEMSPDR INDEX SHS FDS	29,858	$1.15M	0.52%	+330	Timeline
MBSFVALUED ADVISERS TR	44,292	$1.13M	0.52%	+16,267	Timeline
UNHUNITEDHEALTH GROUP INC	2,201	$1.11M	0.51%	+54	Timeline
EQIXEQUINIX INC	1,171	$1.1M	0.51%	-91	Timeline
XLGINVESCO EXCHANGE TRADED FD T	22,002	$1.1M	0.5%	+5,333	Timeline
FMFFIRST TR EXCHANGE-TRADED FD	22,906	$1.09M	0.5%	+1,087	Timeline
NFLXNETFLIX INC.	1,157	$1.03M	0.47%	new	Timeline
FISRSSGA ACTIVE TR	40,633	$1.03M	0.47%	+1,683	Timeline
ANGLVANECK ETF TRUST	35,635	$1.02M	0.47%	new	Timeline
METAMETA PLATFORMS INC	1,734	$1.02M	0.47%	-154	Timeline
JNKSPDR SERIES TRUST	9,880	$943K	0.43%	+4,570	Timeline
EMNEASTMAN CHEM CO	9,843	$899K	0.41%	+1,478	Timeline
SCHDSCHWAB STRATEGIC TR	31,790	$869K	0.4%	+25,689	Timeline
SMHVANECK ETF TRUST	3,534	$856K	0.39%	+155	Timeline
FBTFIRST TR EXCHANGE-TRADED FD	5,078	$844K	0.39%	+432	Timeline
SPDWSPDR INDEX SHS FDS	24,647	$841K	0.39%	+3,845	Timeline
AMGNAMGEN INC	3,222	$840K	0.38%	+685	Timeline
GOOGALPHABET INC	4,325	$824K	0.38%	-407	Timeline
FTLSFIRST TR EXCH TRADED FD III	12,509	$823K	0.38%	-592	Timeline
SRESEMPRA	8,992	$789K	0.36%	-489	Timeline
ETENERGY TRANSFER L P	40,000	$784K	0.36%	0	Timeline
SCISERVICE CORP INTL	9,646	$770K	0.35%	+1,423	Timeline
IVVISHARES TR	1,292	$761K	0.35%	+36	Timeline
HYLSFIRST TR EXCHANGE-TRADED FD	18,082	$747K	0.34%	-2,386	Timeline
XLCSELECT SECTOR SPDR TR	7,625	$738K	0.34%	+1,410	Timeline
PYPLPAYPAL HLDGS INC	8,380	$715K	0.33%	new	Timeline
SHYISHARES TR	8,570	$703K	0.32%	new	Timeline
IWPISHARES TR	5,522	$700K	0.32%	-891	Timeline
JNJJOHNSON & JOHNSON	4,623	$669K	0.31%	-3,487	Timeline
EVRGEVERGY INC	10,590	$652K	0.3%	-56	Timeline
BUFGFIRST TR EXCHNG TRADED FD VI	25,776	$632K	0.29%	0	Timeline
DEODIAGEO PLC	4,946	$629K	0.29%	+761	Timeline
CRMSALESFORCE INC	1,836	$614K	0.28%	-6	Timeline
RTXRTX CORPORATION	5,295	$613K	0.28%	-163	Timeline
FAARFIRST TR EXCHANGE TRAD FD VI	21,867	$612K	0.28%	+1,629	Timeline
FEPFIRST TR EXCH TRD ALPHDX FD	16,833	$603K	0.28%	+466	Timeline
IEIISHARES TR	5,207	$602K	0.28%	new	Timeline
FEMFIRST TR EXCH TRD ALPHDX FD	27,208	$599K	0.27%	+443	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,265	$573K	0.26%	-376	Timeline
CLOIVANECK ETF TRUST	10,620	$560K	0.26%	new	Timeline
XLESELECT SECTOR SPDR TR	6,454	$553K	0.25%	-304	Timeline
FJPFIRST TR EXCH TRD ALPHDX FD	10,680	$552K	0.25%	+450	Timeline
IWDISHARES TR	2,956	$547K	0.25%	-584	Timeline
IWSISHARES TR	4,152	$537K	0.25%	new	Timeline
LOWLOWES COS INC	2,123	$524K	0.24%	+594	Timeline
SYKSTRYKER CORPORATION	1,452	$523K	0.24%	+357	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	12,887	$519K	0.24%	-551	Timeline
MAINMAIN STR CAP CORP	8,800	$516K	0.24%	0	Timeline
CGGRCAPITAL GROUP GROWTH ETF	13,774	$512K	0.23%	new	Timeline
IWBISHARES TR	1,547	$498K	0.23%	new	Timeline
BWXTBWX TECHNOLOGIES INC	4,463	$497K	0.23%	+792	Timeline
IEFISHARES TR	5,286	$489K	0.22%	new	Timeline
SPSMSPDR SERIES TRUST	10,693	$480K	0.22%	+1,804	Timeline
ROPROPER TECHNOLOGIES INC	918	$477K	0.22%	+277	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	3,200	$477K	0.22%	new	Timeline
CTASCINTAS CORP	2,525	$461K	0.21%	+718	Timeline
MGOVFIRST TR EXCHANGE-TRADED FD	23,257	$461K	0.21%	new	Timeline
VVISA INC	1,404	$444K	0.2%	-71	Timeline
MOATVANECK ETF TRUST	4,642	$430K	0.2%	-1,112	Timeline
UCONFIRST TR EXCHNG TRADED FD VI	17,129	$422K	0.19%	new	Timeline
DISDISNEY WALT CO	3,700	$412K	0.19%	+833	Timeline
XLISELECT SECTOR SPDR TR	3,013	$397K	0.18%	+271	Timeline
DLRDIGITAL RLTY TR INC	2,200	$390K	0.18%	-12	Timeline
SPGPINVESCO EXCHANGE TRADED FD T	3,523	$369K	0.17%	+355	Timeline
HODLVANECK BITCOIN ETF	3,191	$337K	0.15%	new	Timeline
SPIBSPDR SERIES TRUST	10,274	$337K	0.15%	new	Timeline
USFRWISDOMTREE TR	6,684	$336K	0.15%	new	Timeline
GLDSPDR GOLD TR	1,384	$335K	0.15%	+196	Timeline
VCSHVANGUARD SCOTTSDALE FDS	4,291	$335K	0.15%	new	Timeline
VTIPVANGUARD MALVERN FDS	6,907	$334K	0.15%	new	Timeline
DFACDIMENSIONAL ETF TRUST	9,646	$334K	0.15%	0	Timeline
STZCONSTELLATION BRANDS INC	1,498	$331K	0.15%	+515	Timeline
JHSCJOHN HANCOCK EXCHANGE TRADED	8,248	$328K	0.15%	new	Timeline
JHMMJOHN HANCOCK EXCHANGE TRADED	5,472	$327K	0.15%	new	Timeline
TLHISHARES TR	3,262	$325K	0.15%	new	Timeline
SPMDSPDR SERIES TRUST	5,829	$319K	0.15%	+461	Timeline
PTYPIMCO CORPORATE & INCOME OPP	22,000	$316K	0.14%	0	Timeline
TLTISHARES TR	3,363	$294K	0.13%	new	Timeline
WMTWALMART INC	3,222	$291K	0.13%	new	Timeline
CERYSPDR SERIES TRUST	10,826	$280K	0.13%	new	Timeline
HESS CORPHESS CORP	2,099	$279K	0.13%	0
DHSWISDOMTREE TR	2,935	$274K	0.13%	new	Timeline
FXUFIRST TR EXCHANGE-TRADED FD	7,188	$272K	0.12%	-3,183	Timeline
XLUSELECT SECTOR SPDR TR	3,509	$266K	0.12%	+477	Timeline
CSCOCISCO SYS INC	4,450	$263K	0.12%	-17,370	Timeline
GWXSPDR INDEX SHS FDS	8,427	$261K	0.12%	+1,504	Timeline
BGTBLACKROCK FLOATING RATE INC	20,000	$257K	0.12%	0	Timeline
MAGSLISTED FDS TR	4,673	$254K	0.12%	new	Timeline
LLYELI LILLY & CO	323	$249K	0.11%	-213	Timeline
VOOVANGUARD INDEX FDS	449	$242K	0.11%	new	Timeline
FEMBFIRST TR EXCH TRADED FD III	9,122	$237K	0.11%	-588	Timeline
IYZISHARES TR	8,774	$235K	0.11%	new	Timeline
FDVVFIDELITY COVINGTON TRUST	4,610	$230K	0.11%	new	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	3,862	$228K	0.1%	-1,161	Timeline
SPHDINVESCO EXCH TRADED FD TR II	4,726	$228K	0.1%	new	Timeline
EBNDSPDR SERIES TRUST	11,466	$224K	0.1%	new	Timeline
FSMBFIRST TR EXCH TRADED FD III	11,164	$221K	0.1%	-1,839	Timeline
FIDFIRST TR EXCHANGE TRADED FD	13,586	$221K	0.1%	-16	Timeline
IEFAISHARES TR	3,034	$213K	0.1%	0	Timeline
KMIKINDER MORGAN INC DEL	7,689	$211K	0.1%	new	Timeline
BHKBLACKROCK CORE BD TR	20,000	$209K	0.1%	0	Timeline
XEVVXEATON VANCE LIMITED DURATION	20,000	$195K	0.09%	0	Timeline
TIPXSPDR SERIES TRUST	10,475	$194K	0.09%	new	Timeline
PHKPIMCO HIGH INCOME FD	30,000	$146K	0.07%	0	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
ICEINTERCONTINENTAL EXCHANGE IN COM	put	3,200	$477K	new

Sold out in Q4 2024

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

Security	Shares before	Value before	Type
TMUST-MOBILE US INC	6,170	$1.27M	shares
ADBEADOBE INC	1,927	$998K	shares
IWFISHARES TR	1,627	$611K	shares
XLKSELECT SECTOR SPDR TR	2,481	$560K	shares
SPABSPDR SERIES TRUST	15,586	$407K	shares
HYEMVANECK ETF TRUST	18,963	$377K	shares
CGDVCAPITAL GROUP DIVIDEND VALUE	9,962	$363K	shares
RSPINVESCO EXCHANGE TRADED FD T	1,764	$316K	shares
SPHQINVESCO EXCHANGE TRADED FD T	4,685	$315K	shares
FTSMFIRST TR EXCHANGE-TRADED FD	4,439	$266K	shares
HUSVFIRST TR EXCH TRADED FD III	6,894	$264K	shares
TSNTYSON FOODS INC	4,242	$253K	shares
XOMEXXON MOBIL CORP	2,141	$251K	shares
FMBFIRST TR EXCH TRADED FD III	4,683	$243K	shares
PCYINVESCO EXCH TRADED FD TR II	9,689	$208K	shares
FCVTFIRST TR EXCHANGE-TRADED FD	5,748	$205K	shares

How Q4 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 0001085146-25-000432	base		2025-01-23	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC