StockDriftsStockDriftsTop 50 Iams Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 5.08% | 25.3K | $14.6M | +3.62%(+882) | $421.63(+61.66%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.22% | 18.6K | $12.1M | -1.24%(-233) | $538.70(+34.35%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 2.95% | 92.5K | $8.5M | +20.65%(+15.83K) | $91.62(-0.21%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.37% | 201.1K | $6.8M | +24.51%(+39.58K) | $29.83(+19.95%) | 2026-03-31 | |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 2.22% | 304.5K | $6.4M | +11.88%(+32.33K) | $21.05(-0.65%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.16% | 16.8K | $6.2M | +18.60%(+2.63K) | $379.25(+8.47%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.07% | 34.1K | $5.9M | +23.56%(+6.50K) | $111.83(+75.72%) | 2026-03-31 | |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 1.84% | 149.3K | $5.3M | +39.99%(+42.64K) | $33.20(+15.71%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 1.8% | 75.8K | $5.2M | +0.45%(+340) | $62.25(+19.65%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.66% | 18.8K | $4.8M | +4.29%(+774) | $210.35(+35.10%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.08% | +19.37% |
| Top 20 Holdings Unweighted | +8.17% | +26.57% |
Sign up free to track Iams Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.