Iams Wealth Management, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Iams Wealth Management, LLC reported 162 stock positions worth $218.3 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 5.9% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 4.5%) and SS SPDR BB 1-3M T-Bill ETF (BIL, 3.6%). Compared with Q3 2024, it opened 33 new positions, sold out of 16, added to 80 and reduced 38. The biggest buy was First Trust Smith Opportunis (FIXD, shares +53%) and the biggest sale SS Spdrb B 3-12M T-Bill ETF (BILS, shares −65%).

Most Recent 13F
Q2 2026
Location
OMAHA, NE
CIK
0001998182
Portfolio Value
$218.3M (Q4 2024)
SEC Filing
0001085146-25-000432 ↗ filed Jan 23, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $163.6M Q1 2024 Q2 2024: $182.6M Q2 2024 Q3 2024: $203.7M Q3 2024 Q4 2024: $218.3M $218.3M Q4 2024 Q1 2025: $218.3M Q1 2025 Q2 2025: $217.8M Q2 2025 Q3 2025: $249.3M Q3 2025 Q4 2025: $277.0M Q4 2025 Q1 2026: $286.9M Q1 2026 Q2 2026: $332.2M Q2 2026

Holdings 162 stocks · $218.3M
QQQ Invesco QQQ Trust Series 1 5.90% 25,184 $12.9M Add +9.5%
SPY SS SPDR S&P 500 ETF Trust-US 4.49% 16,708 $9.8M Add +22.0%
BIL SS SPDR BB 1-3M T-Bill ETF 3.64% 86,841 $7.9M Reduce -21.9%
FIXD First Trust Smith Opportunis 3.44% 174,783 $7.5M Add +52.7%
UPS United Parcel Service Class B 2.23% 38,547 $4.9M Reduce -7.2%
BUFR FT Vest Lad Buffervetf-Usd I 2.16% 154,954 $4.7M Add +10.7%
MSFT Microsoft Corp. 2.14% 11,068 $4.7M Add +6.4%
FVD First Trust Value Line DVD 2.07% 103,360 $4.5M Add +1.9%
AAPL Apple Inc. 1.88% 16,404 $4.1M Add +37.4%
FTA First Trust L C Val Alp 1.61% 45,922 $3.5M Add +3.7%
FTCS First Trust Capital Strength 1.55% 38,510 $3.4M Add +4.4%
FTGS First Trust Grwth Strgth ETF 1.50% 104,562 $3.3M Add +5.4%
BILS SS Spdrb B 3-12M T-Bill ETF 1.50% 32,908 $3.3M Reduce -65.3%
TDIV FT Nasdaq Tech DVD Index FD 1.48% 41,230 $3.2M Add +5.0%
PG The Procter & Gamble Co. 1.34% 17,493 $2.9M Add +42.7%
JPM JPMorgan Chase & Co. 1.30% 11,851 $2.8M Add +1.0%
IVW iShares S&P 500 Growth ETF 1.28% 27,474 $2.8M Add +26.2%
LMBS First Trust Low Duration Opp 1.27% 56,943 $2.8M Add +9.6%
BUFQ FT VST Lad NSDQ Buf ETF-Usdi 1.24% 86,274 $2.7M Add +40.8%
AMZN Amazon.com Inc. 1.22% 12,106 $2.7M Add +8.3%
FDN First Trust DJ Internet Ind 1.20% 10,811 $2.6M Add +1.8%
GILD Gilead Sciences Inc. 1.18% 27,810 $2.6M Reduce -7.8%
WFC Wells Fargo & Co. 1.13% 34,981 $2.5M Reduce -0.5%
HON Honeywell International Inc. 1.13% 10,876 $2.5M Add +7.6%
BUFD FT VST Lad Deep Buf ETF-Usdi 1.12% 96,045 $2.5M Add +30.2%
NVDA Nvidia Corp. 1.08% 17,514 $2.4M Add +3.5%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 1.04% 7,962 $2.3M Add +65.0%
AVGO Broadcom Inc. 0.99% 9,367 $2.2M Add +85.2%
KNG FT Vest S&P 500 DVD Arst TRG 0.97% 42,374 $2.1M Add +6.8%
COP Conocophillips 0.94% 20,702 $2.1M Add +13.7%
HD Home Depot Inc. 0.94% 5,273 $2.1M Add +2.9%
NVO Novo-Nordisk A/S-Spons ADR 0.94% 23,772 $2.0M Add +39.8%
TSLA Tesla Inc. 0.93% 5,037 $2.0M Reduce -26.4%
LHX L3HARRIS Technologies Inc. 0.91% 9,469 $2.0M Add +4.1%
ABT Abbott Laboratories 0.90% 17,450 $2.0M Add +5.7%
FSIG FT Ltd. Duration Inv Grade 0.89% 103,095 $1.9M Reduce -13.6%
SHEL Shell PLC-ADR 0.88% 30,545 $1.9M Add +21.3%
MCD McDonald's Corp. 0.87% 6,531 $1.9M Add +2.5%
ACN Accenture PLC Class A 0.86% 5,354 $1.9M Reduce -0.5%
DD Dupont DE Nemours Inc. 0.84% 23,919 $1.8M Add +4.8%
CMCSA Comcast Corp. Class A 0.82% 47,515 $1.8M Add +6.0%
AZN Astrazeneca PLC-Spons ADR 0.81% 27,080 $1.8M Add +72.4%
CVX Chevron Corp. 0.81% 12,233 $1.8M Reduce -8.0%
IVE iShares S&P 500 Value ETF 0.81% 9,210 $1.8M Add +9.0%
USB US Bancorp 0.76% 34,568 $1.7M Add +0.2%
LGOV First TR Long Duration O-ETF 0.75% 78,410 $1.6M Add +17.8%
XLSR SS US Sector Rotation 0.69% 28,213 $1.5M Add +9.1%
MCHP Microchip Technology Inc. 0.69% 26,194 $1.5M Add +38.9%
FIIG FT Intermed Dur Ig Corp. ETF 0.65% 69,819 $1.4M Reduce -2.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.65% 32,293 $1.4M Reduce -0.3%
GOOGL Alphabet Inc. Class A 0.61% 6,990 $1.3M Add +7.5%
PNC PNC Financial Services Group 0.59% 6,672 $1.3M Reduce -8.0%
FXH First Trust Health Care Alph 0.56% 11,817 $1.2M Reduce -1.5%
FDT First Trust Develp MKT Ex-US 0.56% 22,556 $1.2M Add +2.0%
ADI Analog Devices Inc. 0.55% 5,698 $1.2M Add +2.2%
PEP Pepsico Inc. 0.53% 7,669 $1.2M Add +14.5%
FALN iShares Fallen Angels ETF 0.53% 43,229 $1.2M Add +6.3%
QTEC First Trust Nasdq 100 Tech I 0.53% 6,091 $1.1M Add +7.6%
SPEM State Street SP PTF Em ETF 0.52% 29,858 $1.1M Add +1.1%
MBSF Regan Floating Rate MBS ETF 0.52% 44,292 $1.1M Add +58.0%
UNH Unitedhealth Group Inc. 0.51% 2,201 $1.1M Add +2.5%
EQIX Equinix Inc. 0.51% 1,171 $1.1M Reduce -7.2%
XLG Invesco S&P 500 Top 50 ETF 0.50% 22,002 $1.1M Add +32.0%
FMF First Trust Managed Futures 0.50% 22,906 $1.1M Add +5.0%
NFLX Netflix Inc. 0.47% 1,157 $1.0M New
FISR SS Fi Sector Rotation 0.47% 40,633 $1.0M Add +4.3%
ANGL Vaneck Fallen Angel High YLD 0.47% 35,635 $1.0M New
META Meta Platforms Inc. Class A 0.47% 1,734 $1.0M Reduce -8.2%
JNK SS SPDR BB High Yield Bond 0.43% 9,880 $943K Add +86.1%
EMN Eastman Chemical Co. 0.41% 9,843 $899K Add +17.7%
SCHD Schwab US DVD Equity ETF 0.40% 31,790 $869K Add +73.7%
SMH Vaneck Semiconductor ETF 0.39% 3,534 $856K Add +4.6%
FBT First Trust Nyse Arca Biotec 0.39% 5,078 $844K Add +9.3%
SPDW Ste STR SPDR PT DW Eu ETF 0.39% 24,647 $841K Add +18.5%
AMGN Amgen Inc. 0.38% 3,222 $840K Add +27.0%
GOOG Alphabet Inc. Class C 0.38% 4,325 $824K Reduce -8.6%
FTLS First Trust Long/Short Eqty 0.38% 12,509 $823K Reduce -4.5%
SRE Sempra 0.36% 8,992 $789K Reduce -5.2%
ET Energy Transfer LP 0.36% 40,000 $784K No change
SCI Service Corp. International 0.35% 9,646 $770K Add +17.3%
IVV iShares Core S&P 500 ETF 0.35% 1,292 $761K Add +2.9%
HYLS FT Tactical High Yield ETF 0.34% 18,082 $747K Reduce -11.7%
XLC SS Comm Select Sector SPDR 0.34% 7,625 $738K Add +22.7%
PYPL PayPal Holdings Inc. 0.33% 8,380 $715K New
SHY iShares 1-3 Year Treasury Bo 0.32% 8,570 $703K New
IWP iShares Russell Mid-Cap Grow 0.32% 5,522 $700K Reduce -13.9%
JNJ Johnson & Johnson 0.31% 4,623 $669K Reduce -43.0%
EVRG Evergy Inc. 0.30% 10,590 $652K Reduce -0.5%
BUFG FT Vest Buffered Allocation 0.29% 25,776 $632K No change
DEO Diageo PLC-Sponsored ADR 0.29% 4,946 $629K Add +18.2%
CRM Salesforce Inc. 0.28% 1,836 $614K Reduce -0.3%
RTX RTX Corp. 0.28% 5,295 $613K Reduce -3.0%
FAAR First Trust Alt Abs Ret ETF 0.28% 21,867 $612K Add +8.1%
FEP First Trust Europe 0.28% 16,833 $603K Add +2.9%
IEI iShares 3-7 Year Treasury Bo 0.28% 5,207 $602K New
FEM First Trust Emerging Markets 0.27% 27,208 $599K Add +1.7%
BRK.B Berkshire Hathaway Inc. Class B 0.26% 1,265 $573K Reduce -22.9%
CLOI Vaneck Clo ETF 0.26% 10,620 $560K New
XLE SS Energy Select Sector 0.25% 6,454 $553K Reduce -4.5%
FJP First Trust Japan 0.25% 10,680 $552K Add +4.4%
IWD iShares Russell 1000 Value E 0.25% 2,956 $547K Reduce -16.5%
IWS iShares Russell Mid-Cap Valu 0.25% 4,152 $537K New
LOW Lowe's Cos Inc. 0.24% 2,123 $524K Add +38.9%
SYK Stryker Corp. 0.24% 1,452 $523K Add +32.6%
FDL First Trust Morn DVD Lead Inc. 0.24% 12,887 $519K Reduce -4.1%
MAIN Main Street Capital Corp. 0.24% 8,800 $516K No change
CGGR Cap Group Growth Equity 0.23% 13,774 $512K New
IWB iShares Russell 1000 ETF 0.23% 1,547 $498K New
BWXT BWX Technologies Inc. 0.23% 4,463 $497K Add +21.6%
IEF iShares 7-10 Year Treasury B 0.22% 5,286 $489K New
SPSM SS SPDR P S&P 600 Small Cap 0.22% 10,693 $480K Add +20.3%
ROP Roper Technologies Inc. 0.22% 918 $477K Add +43.2%
ICE Intercontinental Exchange Inc. 0.22% 3,200 $477K New
CTAS Cintas Corp. 0.21% 2,525 $461K Add +39.7%
MGOV FT Intermed Govt Oppt ETF 0.21% 23,257 $461K New
V Visa Inc. Class A 0.20% 1,404 $444K Reduce -4.8%
MOAT Vaneck Morningstar Wide Moat 0.20% 4,642 $430K Reduce -19.3%
UCON First Trust Smith Unconstrai 0.19% 17,129 $422K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.19% 3,700 $412K Add +29.1%
XLI SS Industrial Select Sector 0.18% 3,013 $397K Add +9.9%
DLR Digital Realty Trust Inc. 0.18% 2,200 $390K Reduce -0.5%
SPGP Invesco S&P 500 Garp ETF 0.17% 3,523 $369K Add +11.2%
HODL Vaneck Bitcoin ETF 0.15% 3,191 $337K New
SPIB SS SPDR P Int C Corp. ETF 0.15% 10,274 $337K New
USFR Wisdomtree Floating Rate Tre 0.15% 6,684 $336K New
GLD SPDR Gold Shares 0.15% 1,384 $335K Add +16.5%
VCSH Vanguard S/T Corp. Bond ETF 0.15% 4,291 $335K New
VTIP Vanguard Short-Term Tips 0.15% 6,907 $334K New
DFAC Dimensional US Core Equity 2 0.15% 9,646 $334K No change
STZ Constellation Brands Inc. Class A 0.15% 1,498 $331K Add +52.4%
JHSC John Hancock Multi Small Cap 0.15% 8,248 $328K New
JHMM John Hancock Multi Fact Mid 0.15% 5,472 $327K New
TLH iShares 10-20 Year Treasury 0.15% 3,262 $325K New
SPMD SS SPDR P S&P 400 Midcap ETF 0.15% 5,829 $319K Add +8.6%
PTY PIMCO Corporate & Income Opp 0.14% 22,000 $316K No change
TLT iShares 20+ Year Treasury BD 0.13% 3,363 $294K New
WMT Walmart Inc. 0.13% 3,222 $291K New
CERY SS SPDR BBG En RY CM St N-Ui 0.13% 10,826 $280K New
HES Hess Corp. 0.13% 2,099 $279K No change
DHS Wisdomtree US High Dividend 0.13% 2,935 $274K New
FXU First Trust Utilities Alphad 0.12% 7,188 $272K Reduce -30.7%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.12% 3,509 $266K Add +15.7%
CSCO Cisco Systems Inc. 0.12% 4,450 $263K Reduce -79.6%
GWX State Street SPDR S&P Intern 0.12% 8,427 $261K Add +21.7%
BGT BlackRock Fltng RT Inc. TR 0.12% 20,000 $257K No change
MAGS Roundhill Magnificent Seven 0.12% 4,673 $254K New
LLY Eli Lilly & Co. 0.11% 323 $249K Reduce -39.7%
VOO Vanguard S&P 500 ETF 0.11% 449 $242K New
FEMB First Trust Emerging Markets 0.11% 9,122 $237K Reduce -6.1%
IYZ iShares US Telecommunication 0.11% 8,774 $235K New
FDVV Fidelity High Dividend ETF 0.11% 4,610 $230K New
RDVY First Trust Rising Dividend 0.10% 3,862 $228K Reduce -23.1%
SPHD Invesco S&P 500 High Dividen 0.10% 4,726 $228K New
EBND State Street SPDR Bloomberg 0.10% 11,466 $224K New
FSMB First Trust Short Dur Manag 0.10% 11,164 $221K Reduce -14.1%
FID First Trust S&P Internationa 0.10% 13,586 $221K Reduce -0.1%
IEFA iShares Core MSCI Eafe ETF 0.10% 3,034 $213K No change
KMI Kinder Morgan Inc. 0.10% 7,689 $211K New
BHK BlackRock Core Bond Trust 0.10% 20,000 $209K No change
XEVVX Eaton Vance Ltd. Durat Inc. 0.09% 20,000 $195K No change
TIPX SS SPDR BB 1-10YR Tips ETF 0.09% 10,475 $194K New
PHK PIMCO High Income Fund 0.07% 30,000 $146K No change

Options reported separately and not counted above: ICE puts ($477K).

Portfolio Sells Q3 2024 → Q4 2024
BILS SS Spdrb B 3-12M T-Bill ETF Reduce -65.3% 1.50% −3.14
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -21.9% 3.64% −1.37
TMUS T-Mobile US Inc. Sold out 0.00% −0.63
UPS United Parcel Service Class B Reduce -7.2% 2.23% −0.55
ADBE Adobe Inc. Sold out 0.00% −0.49
CSCO Cisco Systems Inc. Reduce -79.6% 0.12% −0.45
JNJ Johnson & Johnson Reduce -43.0% 0.31% −0.34
IWF iShares Russell 1000 Growth Sold out 0.00% −0.30
XLK SS Technology Select Sector Sold out 0.00% −0.28
FSIG FT Ltd. Duration Inv Grade Reduce -13.6% 0.89% −0.23
SPAB SS SPDR P Agg Bond ETF Sold out 0.00% −0.20
HYEM Vaneck Emrg MKTS Hi YLD Sold out 0.00% −0.19
CGDV Cap Group Dividend Value Sold out 0.00% −0.18
RSP Invesco S&P 500 Equal Weight Sold out 0.00% −0.16
SPHQ Invesco S&P 500 Quality ETF Sold out 0.00% −0.15
CVX Chevron Corp. Reduce -8.0% 0.81% −0.15
FTSM First Trust Enh Short Mat FD Sold out 0.00% −0.13
HUSV FT Horizon MNGD Vol Dom ETF Sold out 0.00% −0.13
TSN Tyson Foods Inc. Class A Sold out 0.00% −0.12
XOM Exxon Mobil Corp. Sold out 0.00% −0.12
FMB First Trust Managed Municipa Sold out 0.00% −0.12
LLY Eli Lilly & Co. Reduce -39.7% 0.11% −0.12
BRK.B Berkshire Hathaway Inc. Class B Reduce -22.9% 0.26% −0.11
PCY Invesco Emerging Markets Sov Sold out 0.00% −0.10
FCVT First Trust Ssi Strategi ETF Sold out 0.00% −0.10
FIIG FT Intermed Dur Ig Corp. ETF Reduce -2.5% 0.65% −0.10
FXH First Trust Health Care Alph Reduce -1.5% 0.56% −0.09
HYLS FT Tactical High Yield ETF Reduce -11.7% 0.34% −0.08
IWD iShares Russell 1000 Value E Reduce -16.5% 0.25% −0.08
MOAT Vaneck Morningstar Wide Moat Reduce -19.3% 0.20% −0.08
FXU First Trust Utilities Alphad Reduce -30.7% 0.12% −0.07
ACN Accenture PLC Class A Reduce -0.5% 0.86% −0.07
PNC PNC Financial Services Group Reduce -8.0% 0.59% −0.07
META Meta Platforms Inc. Class A Reduce -8.2% 0.47% −0.07
GILD Gilead Sciences Inc. Reduce -7.8% 1.18% −0.06
IWP iShares Russell Mid-Cap Grow Reduce -13.9% 0.32% −0.05
EQIX Equinix Inc. Reduce -7.2% 0.51% −0.04
RTX RTX Corp. Reduce -3.0% 0.28% −0.04
RDVY First Trust Rising Dividend Reduce -23.1% 0.10% −0.04
FDL First Trust Morn DVD Lead Inc. Reduce -4.1% 0.24% −0.04
XLE SS Energy Select Sector Reduce -4.5% 0.25% −0.04
FTLS First Trust Long/Short Eqty Reduce -4.5% 0.38% −0.03
FEMB First Trust Emerging Markets Reduce -6.1% 0.11% −0.03
SRE Sempra Reduce -5.2% 0.36% −0.03
FSMB First Trust Short Dur Manag Reduce -14.1% 0.10% −0.03
EVRG Evergy Inc. Reduce -0.5% 0.30% −0.03
FID First Trust S&P Internationa Reduce -0.1% 0.10% −0.02
GOOG Alphabet Inc. Class C Reduce -8.6% 0.38% −0.01
DLR Digital Realty Trust Inc. Reduce -0.5% 0.18% +0.00
V Visa Inc. Class A Reduce -4.8% 0.20% +0.00

Portfolio Buys Q3 2024 → Q4 2024
FIXD First Trust Smith Opportunis Add +52.7% 3.44% +0.90
SPY SS SPDR S&P 500 ETF Trust-US Add +22.0% 4.49% +0.63
AVGO Broadcom Inc. Add +85.2% 0.99% +0.57
AAPL Apple Inc. Add +37.4% 1.88% +0.52
NFLX Netflix Inc. New 0.47% +0.47
ANGL Vaneck Fallen Angel High YLD New 0.47% +0.47
QQQ Invesco QQQ Trust Series 1 Add +9.5% 5.90% +0.39
AJG Arthur J Gallagher & Co. Add +65.0% 1.04% +0.37
BUFQ FT VST Lad NSDQ Buf ETF-Usdi Add +40.8% 1.24% +0.33
PYPL PayPal Holdings Inc. New 0.33% +0.33
SHY iShares 1-3 Year Treasury Bo New 0.32% +0.32
PG The Procter & Gamble Co. Add +42.7% 1.34% +0.30
IEI iShares 3-7 Year Treasury Bo New 0.28% +0.28
CLOI Vaneck Clo ETF New 0.26% +0.26
IVW iShares S&P 500 Growth ETF Add +26.2% 1.28% +0.26
IWS iShares Russell Mid-Cap Valu New 0.25% +0.25
CGGR Cap Group Growth Equity New 0.23% +0.23
IWB iShares Russell 1000 ETF New 0.23% +0.23
IEF iShares 7-10 Year Treasury B New 0.22% +0.22
ICE Intercontinental Exchange Inc. New 0.22% +0.22
BUFD FT VST Lad Deep Buf ETF-Usdi Add +30.2% 1.12% +0.22
AZN Astrazeneca PLC-Spons ADR Add +72.4% 0.81% +0.21
MGOV FT Intermed Govt Oppt ETF New 0.21% +0.21
AMZN Amazon.com Inc. Add +8.3% 1.22% +0.19
UCON First Trust Smith Unconstrai New 0.19% +0.19
JNK SS SPDR BB High Yield Bond Add +86.1% 0.43% +0.18
MBSF Regan Floating Rate MBS ETF Add +58.0% 0.52% +0.16
HODL Vaneck Bitcoin ETF New 0.15% +0.15
SPIB SS SPDR P Int C Corp. ETF New 0.15% +0.15
USFR Wisdomtree Floating Rate Tre New 0.15% +0.15
VCSH Vanguard S/T Corp. Bond ETF New 0.15% +0.15
VTIP Vanguard Short-Term Tips New 0.15% +0.15
JHSC John Hancock Multi Small Cap New 0.15% +0.15
JHMM John Hancock Multi Fact Mid New 0.15% +0.15
TLH iShares 10-20 Year Treasury New 0.15% +0.15
SCHD Schwab US DVD Equity ETF Add +73.7% 0.40% +0.14
TLT iShares 20+ Year Treasury BD New 0.13% +0.13
WMT Walmart Inc. New 0.13% +0.13
CERY SS SPDR BBG En RY CM St N-Ui New 0.13% +0.13
DHS Wisdomtree US High Dividend New 0.13% +0.13
MAGS Roundhill Magnificent Seven New 0.12% +0.12
XLG Invesco S&P 500 Top 50 ETF Add +32.0% 0.50% +0.11
VOO Vanguard S&P 500 ETF New 0.11% +0.11
BUFR FT Vest Lad Buffervetf-Usd I Add +10.7% 2.16% +0.11
IYZ iShares US Telecommunication New 0.11% +0.11
FDVV Fidelity High Dividend ETF New 0.11% +0.11
SPHD Invesco S&P 500 High Dividen New 0.10% +0.10
EBND State Street SPDR Bloomberg New 0.10% +0.10
HON Honeywell International Inc. Add +7.6% 1.13% +0.10
FDN First Trust DJ Internet Ind Add +1.8% 1.20% +0.10

Options Activity Q3 2024 → Q4 2024
ICE Intercontinental Exchange Inc. put New 3,200 $477K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 190$332.2MQQQ, SPY, FTCB, BUFR, ACYN
Q1 2026 186$286.9MQQQ, SPY, BIL, BUFR, FTCB
Q4 2025 187$277.0MQQQ, SPY, BIL, MSFT, FTCB
Q3 2025 184$249.3MQQQ, SPY, BIL, MSFT, AAPL
Q2 2025 168$217.8MQQQ, SPY, MSFT, BIL, UPS
Q1 2025 157$218.3MQQQ, SPY, BIL, BUFR, MSFT
Q4 2024 162$218.3MQQQ, SPY, BIL, FIXD, UPS
Q3 2024 145$203.7MQQQ, BIL, BILS, SPY, UPS
Q2 2024 139$182.6MBIL, QQQ, BILS, SPY, UPS
Q1 2024 114$163.6MBILS, FIXD, BIL, QQQ, UPS