0001085146-23-003985.txt : 20231030 0001085146-23-003985.hdr.sgml : 20231030 20231030152221 ACCESSION NUMBER: 0001085146-23-003985 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20231030 DATE AS OF CHANGE: 20231030 EFFECTIVENESS DATE: 20231030 FILER: COMPANY DATA: COMPANY CONFORMED NAME: IAMS WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001998182 IRS NUMBER: 813570502 STATE OF INCORPORATION: NE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23408 FILM NUMBER: 231359890 BUSINESS ADDRESS: STREET 1: 14507 CALIFORNIA STREET CITY: OMAHA STATE: NE ZIP: 68154 BUSINESS PHONE: (888) 255-7670 MAIL ADDRESS: STREET 1: 14507 CALIFORNIA STREET CITY: OMAHA STATE: NE ZIP: 68154 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001998182 XXXXXXXX 03-31-2023 03-31-2023 false IAMS WEALTH MANAGEMENT, LLC

14507 CALIFORNIA STREET OMAHA NE 68154

13F HOLDINGS REPORT 028-23408 000286085 801-108875 N Michael G. Hansen (888) 255-7670 /s/ Michael G. Hansen OMAHA NE 10-30-2023 0 102 120304757 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 1359972 13726 SH SOLE 0 0 13726 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 877094 3103 SH SOLE 0 0 3103 ADVISORSHARES TR ALPHA DNA EQUITY 00768Y420 455250 19912 SH SOLE 0 0 19912 AMGEN INC COM 031162100 910289 3774 SH SOLE 0 0 3774 ANALOG DEVICES INC COM 032654105 912204 4697 SH SOLE 0 0 4697 APPLE INC COM 037833100 650464 4011 SH SOLE 0 0 4011 BANK AMERICA CORP COM 060505104 903064 31731 SH SOLE 0 0 31731 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 630962 25545 SH SOLE 0 0 25545 CHEVRON CORP NEW COM 166764100 1386323 8537 SH SOLE 0 0 8537 COMCAST CORP NEW CL A 20030N101 1362142 36666 SH SOLE 0 0 36666 CONOCOPHILLIPS COM 20825C104 1389996 14005 SH SOLE 0 0 14005 CROWN CASTLE INC COM 22822V101 898288 6778 SH SOLE 0 0 6778 DIAGEO PLC SPON ADR NEW 25243Q205 874604 4831 SH SOLE 0 0 4831 DUPONT DE NEMOURS INC COM 26614N102 1346843 19069 SH SOLE 0 0 19069 EASTMAN CHEM CO COM 277432100 491490 5933 SH SOLE 0 0 5933 EVERGY INC COM 30034W106 443522 7337 SH SOLE 0 0 7337 FIRST TR EXCH TRADED FD III HORIZON DMST ETF 33739P889 219913 6868 SH SOLE 0 0 6868 FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 33739P103 252696 4993 SH SOLE 0 0 4993 FIRST TR EXCH TRD ALPHDX FD DEV MRK EX US 33737J174 2079196 41221 SH SOLE 0 0 41221 FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH 33737J182 685419 32186 SH SOLE 0 0 32186 FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX 33737J117 683741 19676 SH SOLE 0 0 19676 FIRST TR EXCHANGE TRAD FD VI ALT ABSLT STRG 33740Y101 1337938 44897 SH SOLE 0 0 44897 FIRST TR EXCHANGE TRADED FD ENERGY ALPHADX 33734X127 335057 21884 SH SOLE 0 0 21884 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 1835110 17327 SH SOLE 0 0 17327 FIRST TR EXCHANGE TRADED FD INDXX NEXTG ETF 33737K205 269334 3904 SH SOLE 0 0 3904 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 2305184 31923 SH SOLE 0 0 31923 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 945229 6565 SH SOLE 0 0 6565 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 6934573 116157 SH SOLE 0 0 116157 FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 308661 7840 SH SOLE 0 0 7840 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 1999602 41832 SH SOLE 0 0 41832 FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 33738D804 2036884 108518 SH SOLE 0 0 108518 FIRST TR EXCHANGE-TRADED FD LNG DUR OPRTUN 33738D606 387140 17115 SH SOLE 0 0 17115 FIRST TR EXCHANGE-TRADED FD MNGD FUTRS STRGY 33739G103 1339971 28528 SH SOLE 0 0 28528 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 1710614 32004 SH SOLE 0 0 32004 FIRST TR EXCHANGE-TRADED FD NASDAQ BK ETF 33738R860 531259 25214 SH SOLE 0 0 25214 FIRST TR EXCHANGE-TRADED FD NASDQ OIL GAS 33738R845 462104 17262 SH SOLE 0 0 17262 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 1273416 28687 SH SOLE 0 0 28687 FIRST TR EXCHANGE-TRADED FD S&P INTL DIVID 33738R688 211645 13515 SH SOLE 0 0 13515 FIRST TR EXCHNG TRADED FD VI CBOE VEST BUFERD 33740U778 485362 25776 SH SOLE 0 0 25776 FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP 33740U703 748729 36956 SH SOLE 0 0 36956 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 1039577 44713 SH SOLE 0 0 44713 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 9245814 206011 SH SOLE 0 0 206011 FIRST TR EXCHNG TRADED FD VI VEST US EQTY BUF 33740F664 297895 8596 SH SOLE 0 0 8596 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 3739475 57117 SH SOLE 0 0 57117 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 1611344 20294 SH SOLE 0 0 20294 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 1192143 13498 SH SOLE 0 0 13498 FIRST TR MORNINGSTAR DIVID L SHS 336917109 497619 14157 SH SOLE 0 0 14157 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 352869 4465 SH SOLE 0 0 4465 FIRST TR VALUE LINE DIVID IN SHS 33734H106 2635012 66356 SH SOLE 0 0 66356 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 2382033 25990 SH SOLE 0 0 25990 GALLAGHER ARTHUR J & CO COM 363576109 870585 4590 SH SOLE 0 0 4590 GILEAD SCIENCES INC COM 375558103 1403139 17227 SH SOLE 0 0 17227 HERSHEY CO COM 427866108 249237 984 SH SOLE 0 0 984 HESS CORP COM 42809H107 278055 2099 SH SOLE 0 0 2099 HOME DEPOT INC COM 437076102 1384567 4852 SH SOLE 0 0 4852 HONEYWELL INTL INC COM 438516106 1383791 7317 SH SOLE 0 0 7317 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 373612 4443 SH SOLE 0 0 4443 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 618590 2022 SH SOLE 0 0 2022 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 631795 13497 SH SOLE 0 0 13497 INVESCO QQQ TR UNIT SER 1 46090E103 981423 3110 SH SOLE 0 0 3110 ISHARES TR CORE S&P500 ETF 464287200 743925 1832 SH SOLE 0 0 1832 ISHARES TR CORE US AGGBD ET 464287226 309280 3119 SH SOLE 0 0 3119 ISHARES TR FLTG RATE NT ETF 46429B655 626774 12436 SH SOLE 0 0 12436 ISHARES TR MBS ETF 464288588 241723 2559 SH SOLE 0 0 2559 ISHARES TR MSCI USA QLT FCT 46432F339 925001 7566 SH SOLE 0 0 7566 ISHARES TR RUS 1000 VAL ETF 464287598 977901 6502 SH SOLE 0 0 6502 ISHARES TR RUS MDCP VAL ETF 464287473 955091 9137 SH SOLE 0 0 9137 ISHARES TR S&P 500 GRWT ETF 464287309 606716 9635 SH SOLE 0 0 9635 ISHARES TR S&P 500 VAL ETF 464287408 632202 4222 SH SOLE 0 0 4222 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 472953 8710 SH SOLE 0 0 8710 JOHNSON & JOHNSON COM 478160104 930346 6053 SH SOLE 0 0 6053 JPMORGAN CHASE & CO COM 46625H100 1433082 11104 SH SOLE 0 0 11104 L3HARRIS TECHNOLOGIES INC COM 502431109 1349604 6931 SH SOLE 0 0 6931 LITMAN GREGORY FDS TR IMGP DBI MANAGED 53700T827 241146 9093 SH SOLE 0 0 9093 MCDONALDS CORP COM 580135101 1303113 4691 SH SOLE 0 0 4691 MICROCHIP TECHNOLOGY INC. COM 595017104 986158 11913 SH SOLE 0 0 11913 MICROSOFT CORP COM 594918104 2004481 7064 SH SOLE 0 0 7064 NOVO-NORDISK A S ADR 670100205 1412523 8951 SH SOLE 0 0 8951 PEPSICO INC COM 713448108 871962 4822 SH SOLE 0 0 4822 PNC FINL SVCS GROUP INC COM 693475105 880398 6923 SH SOLE 0 0 6923 PROCTER AND GAMBLE CO COM 742718109 1351822 9168 SH SOLE 0 0 9168 PROSHARES TR SHT 7-10 YR TR 74348A608 609260 21736 SH SOLE 0 0 21736 RAYTHEON TECHNOLOGIES CORP COM 75513E101 428623 4402 SH SOLE 0 0 4402 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 239878 3744 SH SOLE 0 0 3744 SELECT SECTOR SPDR TR ENERGY 81369Y506 335082 4069 SH SOLE 0 0 4069 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 231034 1802 SH SOLE 0 0 1802 SEMPRA COM 816851109 429237 2870 SH SOLE 0 0 2870 SHELL PLC SPON ADS 780259305 1363843 23719 SH SOLE 0 0 23719 SPDR S&P 500 ETF TR TR UNIT 78462F103 272128 673 SH SOLE 0 0 673 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 7973641 86821 SH SOLE 0 0 86821 SPDR SER TR BLOOMBERG HIGH Y 78468R622 958041 10443 SH SOLE 0 0 10443 SPDR SER TR PRTFLO S&P500 HI 78468R788 237703 6354 SH SOLE 0 0 6354 UNITED PARCEL SERVICE INC CL B 911312106 6792485 35546 SH SOLE 0 0 35546 UNITEDHEALTH GROUP INC COM 91324P102 511830 1089 SH SOLE 0 0 1089 US BANCORP DEL COM NEW 902973304 949696 26752 SH SOLE 0 0 26752 VANGUARD INDEX FDS GROWTH ETF 922908736 262906 1073 SH SOLE 0 0 1073 VANGUARD INDEX FDS LARGE CAP ETF 922908637 687808 3732 SH SOLE 0 0 3732 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 827158 15516 SH SOLE 0 0 15516 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 223361 4968 SH SOLE 0 0 4968 VANGUARD WORLD FD MEGA GRWTH IND 921910816 625184 3113 SH SOLE 0 0 3113 WELLS FARGO CO NEW COM 949746101 1380482 36862 SH SOLE 0 0 36862 WISDOMTREE TR US HIGH DIVIDEND 97717W208 269317 3311 SH SOLE 0 0 3311