Iams Wealth Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Iams Wealth Management, LLC reported 157 stock positions worth $218.3 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 5.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 4.4%) and SS SPDR BB 1-3M T-Bill ETF (BIL, 3.3%). Compared with Q4 2024, it opened 14 new positions, sold out of 19, added to 83 and reduced 46. The biggest buy was a new position in First Trust Active Factor La (AFLG) and the biggest sale First Trust Smith Opportunis (FIXD, shares −74%).

Most Recent 13F
Q2 2026
Location
OMAHA, NE
CIK
0001998182
Portfolio Value
$218.3M (Q1 2025)
SEC Filing
0001085146-25-001999 ↗ filed Apr 10, 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 Q4 2024 Q1 2025: $218.3M $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 157 stocks · $218.3M
QQQ Invesco QQQ Trust Series 1 5.61% 26,108 $12.2M Add +3.7%
SPY SS SPDR S&P 500 ETF Trust-US 4.42% 17,271 $9.7M Add +3.4%
BIL SS SPDR BB 1-3M T-Bill ETF 3.25% 77,361 $7.1M Reduce -10.9%
BUFR FT Vest Lad Buffervetf-Usd I 2.34% 171,876 $5.1M Add +10.9%
MSFT Microsoft Corp. 2.12% 12,357 $4.6M Add +11.7%
UPS United Parcel Service Class B 2.06% 40,960 $4.5M Add +6.3%
AAPL Apple Inc. 1.64% 16,105 $3.6M Reduce -1.8%
TDIV FT Nasdaq Tech DVD Index FD 1.61% 47,773 $3.5M Add +15.9%
FVD First Trust Value Line DVD 1.58% 77,500 $3.5M Reduce -25.0%
FTGS First Trust Grwth Strgth ETF 1.56% 114,315 $3.4M Add +9.3%
PG The Procter & Gamble Co. 1.41% 18,110 $3.1M Add +3.5%
BILS SS Spdrb B 3-12M T-Bill ETF 1.39% 30,539 $3.0M Reduce -7.2%
BUFD FT VST Lad Deep Buf ETF-Usdi 1.38% 120,467 $3.0M Add +25.4%
BUFQ FT VST Lad NSDQ Buf ETF-Usdi 1.37% 99,885 $3.0M Add +15.8%
JPM JPMorgan Chase & Co. 1.30% 11,579 $2.8M Reduce -2.3%
AFLG First Trust Active Factor La 1.27% 82,105 $2.8M New
FTCB FT Core Investment Grade ETF 1.24% 129,437 $2.7M New
GILD Gilead Sciences Inc. 1.24% 24,180 $2.7M Reduce -13.1%
AMGN Amgen Inc. 1.21% 8,450 $2.6M Add +162.3%
FTA First Trust L C Val Alp 1.18% 33,654 $2.6M Reduce -26.7%
NVO Novo-Nordisk A/S-Spons ADR 1.17% 36,940 $2.6M Add +55.4%
AMZN Amazon.com Inc. 1.14% 13,104 $2.5M Add +8.2%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 1.13% 7,142 $2.5M Reduce -10.3%
HON Honeywell International Inc. 1.13% 11,627 $2.5M Add +6.9%
LMBS First Trust Low Duration Opp 1.13% 49,975 $2.5M Reduce -12.2%
WFC Wells Fargo & Co. 1.12% 34,011 $2.4M Reduce -2.8%
LHX L3HARRIS Technologies Inc. 1.10% 11,488 $2.4M Add +21.3%
NVDA Nvidia Corp. 1.09% 22,016 $2.4M Add +25.7%
HD Home Depot Inc. 1.03% 6,129 $2.2M Add +16.2%
DD Dupont DE Nemours Inc. 1.03% 30,027 $2.2M Add +25.5%
COP Conocophillips 1.01% 21,023 $2.2M Add +1.6%
ABT Abbott Laboratories 1.01% 16,590 $2.2M Reduce -4.9%
IVW iShares S&P 500 Growth ETF 1.00% 23,625 $2.2M Reduce -14.0%
KNG FT Vest S&P 500 DVD Arst TRG 1.00% 43,246 $2.2M Add +2.1%
SHEL Shell PLC-ADR 0.97% 28,878 $2.1M Reduce -5.5%
QTEC First Trust Nasdq 100 Tech I 0.97% 12,151 $2.1M Add +99.5%
AVGO Broadcom Inc. 0.96% 12,479 $2.1M Add +33.2%
AZN Astrazeneca PLC-Spons ADR 0.95% 28,263 $2.1M Add +4.4%
CMCSA Comcast Corp. Class A 0.94% 55,465 $2.0M Add +16.7%
ACN Accenture PLC Class A 0.93% 6,508 $2.0M Add +21.6%
MCD McDonald's Corp. 0.93% 6,499 $2.0M Reduce -0.5%
FIXD First Trust Smith Opportunis 0.93% 46,180 $2.0M Reduce -73.6%
CVX Chevron Corp. 0.91% 11,862 $2.0M Reduce -3.0%
IVE iShares S&P 500 Value ETF 0.84% 9,638 $1.8M Add +4.7%
MCHP Microchip Technology Inc. 0.81% 36,423 $1.8M Add +39.0%
USB US Bancorp 0.79% 41,041 $1.7M Add +18.7%
TMUS T-Mobile US Inc. 0.79% 6,428 $1.7M New
LGOV First TR Long Duration O-ETF 0.77% 78,288 $1.7M Reduce -0.2%
FTCS First Trust Capital Strength 0.76% 18,395 $1.6M Reduce -52.2%
RDVY First Trust Rising Dividend 0.69% 25,815 $1.5M Add +568.4%
XLSR SS US Sector Rotation 0.68% 29,064 $1.5M Add +3.0%
CSCO Cisco Systems Inc. 0.67% 23,644 $1.5M Add +431.3%
SPDW Ste STR SPDR PT DW Eu ETF 0.67% 40,005 $1.5M Add +62.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.66% 34,614 $1.4M Add +7.2%
FSIG FT Ltd. Duration Inv Grade 0.66% 76,082 $1.4M Reduce -26.2%
FIIG FT Intermed Dur Ig Corp. ETF 0.64% 67,770 $1.4M Reduce -2.9%
META Meta Platforms Inc. Class A 0.63% 2,392 $1.4M Add +38.0%
PEP Pepsico Inc. 0.62% 9,080 $1.4M Add +18.4%
FDN First Trust DJ Internet Ind 0.62% 6,109 $1.4M Reduce -43.5%
PNC PNC Financial Services Group 0.61% 7,617 $1.3M Add +14.2%
FDT First Trust Develp MKT Ex-US 0.60% 22,675 $1.3M Add +0.5%
ADI Analog Devices Inc. 0.59% 6,381 $1.3M Add +12.0%
MBSF Regan Floating Rate MBS ETF 0.59% 50,185 $1.3M Add +13.3%
ANGL Vaneck Fallen Angel High YLD 0.58% 44,162 $1.3M Add +23.9%
SPEM State Street SP PTF Em ETF 0.53% 29,601 $1.2M Reduce -0.9%
GOOGL Alphabet Inc. Class A 0.53% 7,437 $1.2M Add +6.4%
FTXO First Trust Nasdaq Bank ETF 0.52% 37,243 $1.1M New
EQIX Equinix Inc. 0.51% 1,376 $1.1M Add +17.5%
XLG Invesco S&P 500 Top 50 ETF 0.51% 24,297 $1.1M Add +10.4%
FMF First Trust Managed Futures 0.50% 23,767 $1.1M Add +3.8%
FISR SS Fi Sector Rotation 0.48% 40,569 $1.0M Reduce -0.2%
EMN Eastman Chemical Co. 0.47% 11,752 $1.0M Add +19.4%
TSLA Tesla Inc. 0.42% 3,574 $926K Reduce -29.1%
FBT First Trust Nyse Arca Biotec 0.41% 5,301 $902K Add +4.4%
SCI Service Corp. International 0.40% 10,944 $878K Add +13.5%
SHY iShares 1-3 Year Treasury Bo 0.39% 10,317 $854K Add +20.4%
UNH Unitedhealth Group Inc. 0.39% 1,614 $845K Reduce -26.7%
FALN iShares Fallen Angels ETF 0.39% 31,481 $843K Reduce -27.2%
JNJ Johnson & Johnson 0.38% 4,980 $826K Add +7.7%
SRE Sempra 0.38% 11,540 $824K Add +28.3%
GOOG Alphabet Inc. Class C 0.38% 5,268 $823K Add +21.8%
IVV iShares Core S&P 500 ETF 0.36% 1,382 $777K Add +7.0%
ET Energy Transfer LP 0.34% 40,000 $744K No change
BRK.B Berkshire Hathaway Inc. Class B 0.34% 1,391 $741K Add +10.0%
SMH Vaneck Semiconductor ETF 0.33% 3,443 $728K Reduce -2.6%
TLT iShares 20+ Year Treasury BD 0.32% 7,622 $694K Add +126.6%
EVRG Evergy Inc. 0.32% 10,032 $692K Reduce -5.3%
CLOI Vaneck Clo ETF 0.31% 12,986 $686K Add +22.3%
XLC SS Comm Select Sector SPDR 0.31% 7,069 $682K Reduce -7.3%
RTX RTX Corp. 0.30% 5,007 $663K Reduce -5.4%
FEM First Trust Emerging Markets 0.30% 29,000 $663K Add +6.6%
DEO Diageo PLC-Sponsored ADR 0.30% 6,249 $655K Add +26.3%
FEP First Trust Europe 0.29% 15,526 $634K Reduce -7.8%
FTLS First Trust Long/Short Eqty 0.29% 9,764 $626K Reduce -21.9%
FAAR First Trust Alt Abs Ret ETF 0.29% 21,554 $623K Reduce -1.4%
V Visa Inc. Class A 0.28% 1,774 $622K Add +26.4%
CTAS Cintas Corp. 0.28% 3,018 $620K Add +19.5%
BUFG FT Vest Buffered Allocation 0.28% 25,776 $613K No change
IEF iShares 7-10 Year Treasury B 0.28% 6,332 $604K Add +19.8%
SYK Stryker Corp. 0.27% 1,609 $599K Add +10.8%
XLE SS Energy Select Sector 0.27% 6,408 $599K Reduce -0.7%
BWXT BWX Technologies Inc. 0.27% 6,043 $596K Add +35.4%
LOW Lowe's Cos Inc. 0.27% 2,555 $596K Add +20.4%
ROP Roper Technologies Inc. 0.27% 1,002 $591K Add +9.2%
IWX iShares Russell Top 200 Valu 0.27% 7,064 $581K New
IEI iShares 3-7 Year Treasury Bo 0.27% 4,908 $580K Reduce -5.7%
FJP First Trust Japan 0.26% 10,384 $569K Reduce -2.8%
MGOV FT Intermed Govt Oppt ETF 0.26% 27,847 $564K Add +19.7%
ICE Intercontinental Exchange Inc. 0.25% 3,200 $552K No change
FDL First Trust Morn DVD Lead Inc. 0.25% 12,523 $544K Reduce -2.8%
MAIN Main Street Capital Corp. 0.23% 8,800 $498K No change
CRM Salesforce Inc. 0.23% 1,836 $493K No change
UCON First Trust Smith Unconstrai 0.22% 19,544 $484K Add +14.1%
CERY SS SPDR BBG En RY CM St N-Ui 0.21% 16,919 $469K Add +56.3%
MOAT Vaneck Morningstar Wide Moat 0.20% 5,000 $440K Add +7.7%
SCHD Schwab US DVD Equity ETF 0.20% 15,351 $429K Reduce -51.7%
XLI SS Industrial Select Sector 0.19% 3,181 $417K Add +5.6%
STZ Constellation Brands Inc. Class A 0.19% 2,259 $415K Add +50.8%
EMHY iShares J.P. Morgan Em High 0.19% 10,833 $414K New
VTIP Vanguard Short-Term Tips 0.19% 8,261 $412K Add +19.6%
USFR Wisdomtree Floating Rate Tre 0.19% 8,161 $411K Add +22.1%
VCSH Vanguard S/T Corp. Bond ETF 0.19% 5,187 $409K Add +20.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.18% 4,018 $397K Add +8.6%
HYLS FT Tactical High Yield ETF 0.18% 9,497 $390K Reduce -47.5%
TLH iShares 10-20 Year Treasury 0.18% 3,690 $383K Add +13.1%
SPGP Invesco S&P 500 Garp ETF 0.17% 3,792 $379K Add +7.6%
HODL Vaneck Bitcoin ETF 0.17% 16,149 $376K Add +26.5%
AGG iShares Core U.S. Aggregate 0.17% 3,770 $373K New
JHMM John Hancock Multi Fact Mid 0.16% 6,257 $359K Add +14.3%
JHSC John Hancock Multi Small Cap 0.16% 9,447 $352K Add +14.5%
HES Hess Corp. 0.15% 2,099 $335K No change
DFAC Dimensional US Core Equity 2 0.15% 9,646 $318K No change
PTY PIMCO Corporate & Income Opp 0.15% 22,000 $318K No change
SPLB SS SPDR P Long Term C ETF 0.15% 14,092 $318K New
SPMD SS SPDR P S&P 400 Midcap ETF 0.15% 6,189 $317K Add +6.2%
DLR Digital Realty Trust Inc. 0.14% 2,200 $315K No change
GLD SPDR Gold Shares 0.14% 1,069 $308K Reduce -22.8%
LLY Eli Lilly & Co. 0.14% 368 $304K Add +13.9%
SPEU State Street SPDR Portfolio 0.14% 6,772 $298K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.13% 3,633 $286K Add +3.5%
MAGS Roundhill Magnificent Seven 0.12% 5,799 $266K Add +24.1%
GWX State Street SPDR S&P Intern 0.12% 7,999 $256K Reduce -5.1%
BGT BlackRock Fltng RT Inc. TR 0.11% 20,000 $248K No change
IEFA iShares Core MSCI Eafe ETF 0.11% 3,034 $230K No change
FXH First Trust Health Care Alph 0.10% 2,191 $227K Reduce -81.5%
EMHC SS SPDR BB Em Usd Bond ETF 0.10% 9,120 $220K New
FMB First Trust Managed Municipa 0.10% 4,368 $220K New
FSMB First Trust Short Dur Manag 0.10% 11,045 $219K Reduce -1.1%
BHK BlackRock Core Bond Trust 0.10% 20,000 $217K No change
KMI Kinder Morgan Inc. 0.10% 7,600 $217K Reduce -1.2%
FID First Trust S&P Internationa 0.10% 12,561 $217K Reduce -7.5%
FTSL First Trust Senior Loan ETF 0.10% 4,586 $209K New
MO Altria Group Inc. 0.10% 3,485 $209K New
SPSM SS SPDR P S&P 600 Small Cap 0.10% 5,113 $208K Reduce -52.2%
SRLN SS Blackstone Sr Loan ETF 0.09% 5,009 $206K New
XEVVX Eaton Vance Ltd. Durat Inc. 0.09% 20,000 $200K No change
PHK PIMCO High Income Fund 0.07% 30,000 $147K No change

Portfolio Sells Q4 2024 → Q1 2025
FIXD First Trust Smith Opportunis Reduce -73.6% 0.93% −2.51
FTCS First Trust Capital Strength Reduce -52.2% 0.76% −0.79
FDN First Trust DJ Internet Ind Reduce -43.5% 0.62% −0.58
TSLA Tesla Inc. Reduce -29.1% 0.42% −0.51
FVD First Trust Value Line DVD Reduce -25.0% 1.58% −0.48
NFLX Netflix Inc. Sold out 0.00% −0.47
FXH First Trust Health Care Alph Reduce -81.5% 0.10% −0.46
JNK SS SPDR BB High Yield Bond Sold out 0.00% −0.43
FTA First Trust L C Val Alp Reduce -26.7% 1.18% −0.43
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -10.9% 3.25% −0.39
PYPL PayPal Holdings Inc. Sold out 0.00% −0.33
IWP iShares Russell Mid-Cap Grow Sold out 0.00% −0.32
IVW iShares S&P 500 Growth ETF Reduce -14.0% 1.00% −0.27
IWD iShares Russell 1000 Value E Sold out 0.00% −0.25
IWS iShares Russell Mid-Cap Valu Sold out 0.00% −0.25
AAPL Apple Inc. Reduce -1.8% 1.64% −0.24
CGGR Cap Group Growth Equity Sold out 0.00% −0.23
FSIG FT Ltd. Duration Inv Grade Reduce -26.2% 0.66% −0.23
IWB iShares Russell 1000 ETF Sold out 0.00% −0.23
SCHD Schwab US DVD Equity ETF Reduce -51.7% 0.20% −0.20
HYLS FT Tactical High Yield ETF Reduce -47.5% 0.18% −0.16
SPIB SS SPDR P Int C Corp. ETF Sold out 0.00% −0.15
LMBS First Trust Low Duration Opp Reduce -12.2% 1.13% −0.14
FALN iShares Fallen Angels ETF Reduce -27.2% 0.39% −0.14
WMT Walmart Inc. Sold out 0.00% −0.13
DHS Wisdomtree US High Dividend Sold out 0.00% −0.13
FXU First Trust Utilities Alphad Sold out 0.00% −0.12
SPSM SS SPDR P S&P 600 Small Cap Reduce -52.2% 0.10% −0.12
UNH Unitedhealth Group Inc. Reduce -26.7% 0.39% −0.12
VOO Vanguard S&P 500 ETF Sold out 0.00% −0.11
FEMB First Trust Emerging Markets Sold out 0.00% −0.11
IYZ iShares US Telecommunication Sold out 0.00% −0.11
FDVV Fidelity High Dividend ETF Sold out 0.00% −0.11
SPHD Invesco S&P 500 High Dividen Sold out 0.00% −0.10
BILS SS Spdrb B 3-12M T-Bill ETF Reduce -7.2% 1.39% −0.10
EBND State Street SPDR Bloomberg Sold out 0.00% −0.10
FTLS First Trust Long/Short Eqty Reduce -21.9% 0.29% −0.09
TIPX SS SPDR BB 1-10YR Tips ETF Sold out 0.00% −0.09
SMH Vaneck Semiconductor ETF Reduce -2.6% 0.33% −0.06
XLC SS Comm Select Sector SPDR Reduce -7.3% 0.31% −0.03
GLD SPDR Gold Shares Reduce -22.8% 0.14% −0.01
FIIG FT Intermed Dur Ig Corp. ETF Reduce -2.9% 0.64% −0.01
IEI iShares 3-7 Year Treasury Bo Reduce -5.7% 0.27% −0.01
WFC Wells Fargo & Co. Reduce -2.8% 1.12% −0.01
GWX State Street SPDR S&P Intern Reduce -5.1% 0.12% −0.00
FID First Trust S&P Internationa Reduce -7.5% 0.10% −0.00
FSMB First Trust Short Dur Manag Reduce -1.1% 0.10% −0.00
JPM JPMorgan Chase & Co. Reduce -2.3% 1.30% −0.00
KMI Kinder Morgan Inc. Reduce -1.2% 0.10% +0.00
FAAR First Trust Alt Abs Ret ETF Reduce -1.4% 0.29% +0.00

Portfolio Buys Q4 2024 → Q1 2025
AFLG First Trust Active Factor La New 1.27% +1.27
FTCB FT Core Investment Grade ETF New 1.24% +1.24
AMGN Amgen Inc. Add +162.3% 1.21% +0.82
TMUS T-Mobile US Inc. New 0.79% +0.79
RDVY First Trust Rising Dividend Add +568.4% 0.69% +0.59
CSCO Cisco Systems Inc. Add +431.3% 0.67% +0.55
FTXO First Trust Nasdaq Bank ETF New 0.52% +0.52
QTEC First Trust Nasdq 100 Tech I Add +99.5% 0.97% +0.44
SPDW Ste STR SPDR PT DW Eu ETF Add +62.3% 0.67% +0.28
IWX iShares Russell Top 200 Valu New 0.27% +0.27
BUFD FT VST Lad Deep Buf ETF-Usdi Add +25.4% 1.38% +0.25
NVO Novo-Nordisk A/S-Spons ADR Add +55.4% 1.17% +0.24
DD Dupont DE Nemours Inc. Add +25.5% 1.03% +0.19
EMHY iShares J.P. Morgan Em High New 0.19% +0.19
LHX L3HARRIS Technologies Inc. Add +21.3% 1.10% +0.19
TLT iShares 20+ Year Treasury BD Add +126.6% 0.32% +0.18
BUFR FT Vest Lad Buffervetf-Usd I Add +10.9% 2.34% +0.17
AGG iShares Core U.S. Aggregate New 0.17% +0.17
META Meta Platforms Inc. Class A Add +38.0% 0.63% +0.17
SPLB SS SPDR P Long Term C ETF New 0.15% +0.15
AZN Astrazeneca PLC-Spons ADR Add +4.4% 0.95% +0.14
SPEU State Street SPDR Portfolio New 0.14% +0.14
TDIV FT Nasdaq Tech DVD Index FD Add +15.9% 1.61% +0.13
BUFQ FT VST Lad NSDQ Buf ETF-Usdi Add +15.8% 1.37% +0.12
CMCSA Comcast Corp. Class A Add +16.7% 0.94% +0.12
MCHP Microchip Technology Inc. Add +39.0% 0.81% +0.12
ANGL Vaneck Fallen Angel High YLD Add +23.9% 0.58% +0.12
FMB First Trust Managed Municipa New 0.10% +0.10
EMHC SS SPDR BB Em Usd Bond ETF New 0.10% +0.10
FTSL First Trust Senior Loan ETF New 0.10% +0.10
MO Altria Group Inc. New 0.10% +0.10
SRLN SS Blackstone Sr Loan ETF New 0.09% +0.09
PEP Pepsico Inc. Add +18.4% 0.62% +0.09
HD Home Depot Inc. Add +16.2% 1.03% +0.09
CERY SS SPDR BBG En RY CM St N-Ui Add +56.3% 0.21% +0.09
V Visa Inc. Class A Add +26.4% 0.28% +0.08
BRK.B Berkshire Hathaway Inc. Class B Add +10.0% 0.34% +0.08
CTAS Cintas Corp. Add +19.5% 0.28% +0.07
JNJ Johnson & Johnson Add +7.7% 0.38% +0.07
COP Conocophillips Add +1.6% 1.01% +0.07
PG The Procter & Gamble Co. Add +3.5% 1.41% +0.07
MBSF Regan Floating Rate MBS ETF Add +13.3% 0.59% +0.07
SHY iShares 1-3 Year Treasury Bo Add +20.4% 0.39% +0.07
ACN Accenture PLC Class A Add +21.6% 0.93% +0.07
EMN Eastman Chemical Co. Add +19.4% 0.47% +0.06
CLOI Vaneck Clo ETF Add +22.3% 0.31% +0.06
FTGS First Trust Grwth Strgth ETF Add +9.3% 1.56% +0.05
IEF iShares 7-10 Year Treasury B Add +19.8% 0.28% +0.05
ROP Roper Technologies Inc. Add +9.2% 0.27% +0.05
SCI Service Corp. International Add +13.5% 0.40% +0.05

Options Activity Q4 2024 → Q1 2025
ICE Intercontinental Exchange Inc. put Sold out 3,200 $477Kbefore exit

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