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IAG Wealth Partners

Latest statistics and disclosures from IAG Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, SPDW, DLN, GSLC, MMIT, and represent 32.28% of IAG Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: JBND (+$16M), DFAE, SPDW, PULS, HTAB, SPLG, HELO, HAP, MMIT, VUG.
Started 61 new stock positions in HNST, NOK, FMDE, CGGE, CGGR, FDX, ORC, IWR, SCHH, EL.
Reduced shares in these 10 stocks: EOG, PWV, IVV, CROX, SPTM, DON, SPHQ, DLN, VIG, GTO.
Sold out of its positions in BKNG, BY, CHTR, COP, DXC, DVN, FPX, FIXD, HPQ, HBI.
IAG Wealth Partners was a net buyer of stock by $38M.
IAG Wealth Partners has $567M in assets under management (AUM), dropping by 4.80%.
Central Index Key (CIK): 0001827261

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Portfolio Holdings for IAG Wealth Partners

IAG Wealth Partners holds 507 positions in its portfolio as reported in the December 2024 quarterly 13F filing

IAG Wealth Partners has 507 total positions. Only the first 250 positions are shown.

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Download the IAG Wealth Partners December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Portfolio MF Closed and MF Open (SPLG)	9.2	$52M	+5%	756k	68.94	View chart
Spdr Portfolio MF Closed and MF Open (SPDW)	7.2	$41M	+7%	1.2M	34.13	View chart
Wisdomtree U S MF Closed and MF Open (DLN)	5.7	$32M		412k	77.79	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	5.5	$31M	+2%	270k	115.18	View chart
New York Life MF Closed and MF Open (MMIT)	4.7	$27M	+4%	1.1M	24.01	View chart
Wisdomtree U S MF Closed and MF Open (DON)	4.3	$24M	-2%	479k	50.97	View chart
Ishares Core MF Closed and MF Open (IVV)	4.3	$24M	-2%	41k	588.68	View chart
Goldman Sachs MF Closed and MF Open (GSIE)	3.4	$19M	+4%	574k	33.34	View chart
Vanguard Growth MF Closed and MF Open (VUG)	3.3	$19M	+6%	46k	410.44	View chart
Invesco Large MF Closed and MF Open (PWV)	2.8	$16M	-6%	283k	56.88	View chart
Jp Morgan MF Closed and MF Open (JBND)	2.7	$16M	+55910%	296k	52.25	View chart
Jp Morgan MF Closed and MF Open (JMUB)	2.6	$15M		295k	50.15	View chart
Vaneck Natural MF Closed and MF Open (HAP)	2.5	$14M	+10%	315k	45.60	View chart
Hartford Schroders MF Closed and MF Open (HTAB)	2.5	$14M	+22%	735k	19.36	View chart
Pgim Ultra MF Closed and MF Open (PULS)	2.4	$14M	+25%	279k	49.55	View chart
Ishares Morningstar MF Closed and MF Open (IMCG)	2.3	$13M		171k	75.53	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	2.1	$12M	-4%	166k	71.43	View chart
Avantis Intl MF Closed and MF Open (AVDE)	2.1	$12M	+8%	192k	61.37	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	1.8	$10M	+2%	183k	54.69	View chart
Spdr Msci MF Closed and MF Open (CWI)	1.6	$9.3M	-2%	333k	27.94	View chart
Wisdomtree Trust MF Closed and MF Open (DGRW)	1.4	$7.8M	+12%	97k	80.93	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	1.2	$7.0M	-5%	36k	195.83	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	1.2	$6.6M		75k	87.90	View chart
Flexshares Morningstar MF Closed and MF Open (GUNR)	1.2	$6.6M	+8%	181k	36.36	View chart
Invesco Exchange MF Closed and MF Open (SPHQ)	1.1	$6.5M	-7%	96k	67.03	View chart
John Hancock MF Closed and MF Open (JHMM)	1.0	$5.7M	-2%	96k	59.73	View chart
Spdr Portfolio MF Closed and MF Open (SPAB)	0.9	$5.1M	+30%	203k	24.99	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.8	$4.8M		106k	44.92	View chart
Spdr Series MF Closed and MF Open (MDYV)	0.8	$4.7M	-3%	59k	80.20	View chart
Invesco Total MF Closed and MF Open (GTO)	0.8	$4.5M	-5%	97k	46.40	View chart
Lattice Hartford MF Closed and MF Open (RODM)	0.8	$4.5M		157k	28.42	View chart
Avantis Emerging MF Closed and MF Open (AVEM)	0.7	$4.2M	+12%	72k	58.79	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.7	$4.2M	-4%	82k	51.14	View chart
Dimensional Emerging MF Closed and MF Open (DFAE)	0.7	$4.0M	NEW	159k	25.37	View chart
Invesco Russell MF Closed and MF Open (OMFS)	0.6	$3.6M		91k	39.56	View chart
Ishares Morningstar MF Closed and MF Open (ISCG)	0.6	$3.5M		71k	49.46	View chart
Columbia Research MF Closed and MF Open (RECS)	0.5	$3.1M	+55%	88k	34.62	View chart
Janus Detroit MF Closed and MF Open (JSMD)	0.5	$2.8M	-2%	37k	75.07	View chart
Neuberger Berman MF Closed and MF Open (NBCM)	0.4	$2.4M	+16%	115k	20.92	View chart
Dimensional Intl MF Closed and MF Open (DFIS)	0.4	$2.3M	+11%	94k	24.55	View chart
Victoryshares Us MF Closed and MF Open (CSB)	0.4	$2.2M		37k	59.40	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.4	$2.2M		4.8k	453.28	View chart
Jp Morgan MF Closed and MF Open (HELO)	0.4	$2.1M	+420%	34k	62.04	View chart
Spdr Ssga MF Closed and MF Open (SMLV)	0.4	$2.1M	-7%	16k	127.64	View chart
Jp Morgan MF Closed and MF Open (BBSC)	0.3	$2.0M	-6%	29k	68.12	View chart
Apple Common Stock (AAPL)	0.3	$1.7M	+2%	6.9k	250.42	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.3	$1.7M	+153%	34k	50.32	View chart
Spdr Series MF Closed and MF Open (MDYG)	0.3	$1.7M		19k	86.89	View chart
Nuveen Esg MF Closed and MF Open (NUMG)	0.3	$1.6M	-9%	33k	47.38	View chart
Spdr Portfolio MF Closed and MF Open (SPEM)	0.3	$1.6M	+5%	41k	38.37	View chart
Spdr Bloomberg MF Closed and MF Open (SJNK)	0.3	$1.5M	+2%	61k	25.25	View chart
Wisdomtree U S MF Closed and MF Open (DES)	0.3	$1.5M		44k	34.35	View chart
Schwab Us MF Closed and MF Open (SCHM)	0.2	$1.3M	+191%	48k	27.71	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.2	$1.3M	-3%	4.4k	289.81	View chart
Invesco Msci MF Closed and MF Open (PBUS)	0.2	$1.3M	-12%	21k	58.89	View chart
Avantis Intl MF Closed and MF Open (AVDV)	0.2	$1.1M	-2%	18k	65.08	View chart
Spdr Series MF Closed and MF Open (SLYV)	0.2	$881k	-3%	10k	87.25	View chart
Spdr Msci MF Closed and MF Open (SPGM)	0.1	$836k	+9%	13k	63.33	View chart
Microsoft Corp Common Stock (MSFT)	0.1	$835k	+2%	2.0k	421.45	View chart
Jp Morgan MF Closed and MF Open (JMST)	0.1	$756k	-20%	15k	50.71	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.1	$741k	-4%	1.5k	511.23	View chart
Janus Detroit MF Closed and MF Open (JSML)	0.1	$693k	-3%	11k	65.55	View chart
Capital Group MF Closed and MF Open (CGGE)	0.1	$669k	NEW	26k	25.51	View chart
Vanguard Ftse MF Closed and MF Open (VSS)	0.1	$637k		5.6k	114.48	View chart
Nvidia Corp Common Stock (NVDA)	0.1	$630k	+14%	4.7k	134.29	View chart
Wec Energy Common Stock (WEC)	0.1	$554k	+20%	5.9k	94.04	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.1	$521k		1.3k	401.58	View chart
SPDR S&P MF Closed and MF Open (GNR)	0.1	$507k	+26%	10k	49.76	View chart
Oracle Corp Common Stock (ORCL)	0.1	$503k	+9%	3.0k	166.64	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$498k		8.0k	62.31	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$491k		2.2k	220.96	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBMC)	0.1	$483k	-2%	5.0k	96.23	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.1	$451k	-13%	2.2k	206.92	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$429k	-6%	797.00	538.81	View chart
Schwab Us MF Closed and MF Open (SCHX)	0.1	$427k	+163%	18k	23.18	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$404k	-4%	1.7k	240.28	View chart
First Trust MF Closed and MF Open (FVD)	0.1	$396k	-10%	9.1k	43.64	View chart
Home Depot Common Stock (HD)	0.1	$389k		1.0k	388.99	View chart
Amazon Common Stock (AMZN)	0.1	$365k	-3%	1.7k	219.39	View chart
Ishares Core MF Closed and MF Open (IJR)	0.1	$358k	-4%	3.1k	115.22	View chart
Costco Wholesale Common Stock (COST)	0.1	$342k	+36%	373.00	916.27	View chart
Eli Lilly Common Stock (LLY)	0.1	$340k		440.00	772.00	View chart
X Trackers MF Closed and MF Open (DBEF)	0.1	$337k		8.1k	41.40	View chart
SPDR S&P MF Closed and MF Open (SPY)	0.1	$331k	-2%	566.00	585.56	View chart
1895 Bancorp Common Stock (BCOW)	0.1	$331k	+8%	33k	10.00	View chart
Jpmorgan Chase Common Stock (JPM)	0.0	$282k	+9%	1.2k	239.71	View chart
Goldman Sachs MF Closed and MF Open (GEM)	0.0	$265k		8.3k	31.92	View chart
Wisdomtree Intl MF Closed and MF Open (DLS)	0.0	$262k		4.2k	62.95	View chart
Spdr Portfolio MF Closed and MF Open (SPSB)	0.0	$254k	-13%	8.5k	29.86	View chart
Schwab Us MF Closed and MF Open (SCHV)	0.0	$250k	+200%	9.6k	26.07	View chart
Chevron Corp Common Stock (CVX)	0.0	$238k	-30%	1.6k	144.84	View chart
Nextera Energy Common Stock (NEE)	0.0	$229k		3.2k	71.69	View chart
Arista Networks Common Stock	0.0	$226k	NEW	2.0k	110.53	View chart
Ishares Msci MF Closed and MF Open (SUSA)	0.0	$226k	-5%	1.9k	121.59	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.0	$223k		392.00	569.58	View chart
Spdr Gold Common Stock (GLD)	0.0	$218k	-3%	902.00	242.13	View chart
First Trust MF Closed and MF Open (FEX)	0.0	$207k		2.0k	104.30	View chart
Abbvie Common Stock (ABBV)	0.0	$207k	-8%	1.2k	177.77	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.0	$206k	+7%	1.2k	169.23	View chart
Energy Transfer Oil & Gas, Real Estate and REIT (ET)	0.0	$205k	+74%	11k	19.59	View chart
Deere & Co Common Stock (DE)	0.0	$195k		460.00	423.70	View chart
Caterpillar Common Stock (CAT)	0.0	$188k	+374%	517.00	362.93	View chart
Merck & Company Common Stock (MRK)	0.0	$183k	+6%	1.8k	99.48	View chart
Global X MF Closed and MF Open (MLPX)	0.0	$178k		2.9k	60.56	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.0	$163k		879.00	185.13	View chart
Pepsico Common Stock (PEP)	0.0	$158k		1.0k	152.06	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.0	$156k		978.00	159.52	View chart
Broadcom Common Stock (AVGO)	0.0	$153k	+26%	658.00	231.84	View chart
Ishares Gold Common Stock (IAU)	0.0	$147k		3.0k	49.51	View chart
Walt Disney Common Stock (DIS)	0.0	$146k		1.3k	111.37	View chart
Exxon Mobil Common Stock (XOM)	0.0	$143k	+149%	1.3k	107.57	View chart
Dimensional Us MF Closed and MF Open (DFUS)	0.0	$142k		2.2k	63.75	View chart
Visa Common Stock (V)	0.0	$139k	+25%	439.00	316.04	View chart
At&t Common Stock (T)	0.0	$137k		6.0k	22.77	View chart
Grainger W W Common Stock (GWW)	0.0	$131k		124.00	1054.05	View chart
Meta Platforms Common Stock (META)	0.0	$131k		223.00	585.52	View chart
W P Carey Common Stock (WPC)	0.0	$127k	-6%	2.3k	54.48	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.0	$126k	+18%	1.6k	78.61	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.0	$123k		2.6k	47.82	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.0	$123k		1.3k	92.59	View chart
Johnson & Johnson Common Stock (JNJ)	0.0	$122k	+6%	841.00	144.64	View chart
Janus Henderson MF Closed and MF Open (VNLA)	0.0	$120k	NEW	2.5k	48.91	View chart
Northrop Grumman Common Stock (NOC)	0.0	$117k	+733%	250.00	469.29	View chart
Alphabet Common Stock (GOOG)	0.0	$117k	+48%	612.00	190.32	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$115k		395.00	289.89	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	0.0	$113k	+2%	1.2k	92.73	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.0	$111k	-2%	623.00	178.08	View chart
Tesla Common Stock (TSLA)	0.0	$109k	-14%	271.00	403.84	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.0	$109k		2.4k	44.87	View chart
Ishares Msci MF Closed and MF Open (ACWI)	0.0	$109k		925.00	117.50	View chart
Spdr Series MF Closed and MF Open (SDY)	0.0	$108k		815.00	132.10	View chart
Invesco Ftse MF Closed and MF Open (PRF)	0.0	$106k		2.6k	40.33	View chart
Nuveen Esg MF Closed and MF Open (NUDM)	0.0	$104k		3.5k	30.06	View chart
Alliant Energy Common Stock (LNT)	0.0	$100k		1.7k	59.14	View chart
Goldman Sachs Common Stock (GS)	0.0	$100k	+125%	174.00	572.62	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.0	$97k		1.9k	52.22	View chart
Ishares Russell MF Closed and MF Open (SMMD)	0.0	$97k		1.4k	68.00	View chart
Automatic Data Common Stock (ADP)	0.0	$97k		330.00	293.00	View chart
First Trust MF Closed and MF Open (RDVY)	0.0	$95k		1.6k	59.14	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.0	$94k	+40%	492.00	190.88	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.0	$92k		2.1k	44.04	View chart
Exact Sciences Common Stock (EXAS)	0.0	$91k		1.6k	56.19	View chart
Johnson Controls Common Stock (JCI)	0.0	$89k		1.1k	78.93	View chart
Southern Company Common Stock (SO)	0.0	$88k	+31%	1.1k	82.31	View chart
Amgen Common Stock (AMGN)	0.0	$87k		335.00	260.64	View chart
Cisco Systems Common Stock (CSCO)	0.0	$87k	+71%	1.5k	59.20	View chart
Fidelity National Common Stock (FIS)	0.0	$87k		1.1k	80.80	View chart
Xcel Energy Common Stock (XEL)	0.0	$86k		1.3k	67.52	View chart
Ishares Global MF Closed and MF Open (REET)	0.0	$86k		3.6k	23.97	View chart
Wisdomtree Trust MF Closed and MF Open (IHDG)	0.0	$86k		2.0k	43.47	View chart
Waste Management Common Stock (WM)	0.0	$85k	+5%	423.00	201.79	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.0	$83k		1.1k	75.61	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.0	$83k	+22%	4.5k	18.50	View chart
American Century MF Closed and MF Open (AVIV)	0.0	$81k	NEW	1.6k	51.90	View chart
United Parcel Common Stock (UPS)	0.0	$81k		640.00	126.10	View chart
Nuveen Esg MF Closed and MF Open (NUSC)	0.0	$81k	-5%	1.9k	41.88	View chart
Vaneck Morningstar MF Closed and MF Open (SMOT)	0.0	$80k		2.3k	34.47	View chart
Ishares S&p MF Closed and MF Open (IJS)	0.0	$79k		729.00	108.61	View chart
Procter & Gamble Common Stock (PG)	0.0	$78k	+152%	468.00	167.49	View chart
Janus Detroit MF Closed and MF Open (JAAA)	0.0	$78k		1.5k	50.71	View chart
Verizon Communications Common Stock (VZ)	0.0	$78k	+52%	1.9k	39.98	View chart
Sector Healthcare MF Closed and MF Open (XLV)	0.0	$77k	+86%	558.00	137.57	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.0	$77k	-19%	123.00	621.80	View chart
Coca Cola Company Common Stock (KO)	0.0	$76k	+197%	1.2k	62.28	View chart
Applied Materials Common Stock (AMAT)	0.0	$75k		463.00	162.49	View chart
Kimberly Clark Common Stock (KMB)	0.0	$73k	+182%	560.00	131.04	View chart
Walmart Common Stock (WMT)	0.0	$73k		812.00	90.31	View chart
Nuveen Esg MF Closed and MF Open (NUBD)	0.0	$72k		3.3k	21.78	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.0	$72k	+56%	710.00	101.53	View chart
Netflix Common Stock (NFLX)	0.0	$71k		80.00	891.33	View chart
3m Company Common Stock (MMM)	0.0	$69k		534.00	129.09	View chart
Tjx Cos Common Stock (TJX)	0.0	$69k	-14%	568.00	120.81	View chart
Avantis U S MF Closed and MF Open (AVUV)	0.0	$68k		705.00	96.53	View chart
Fiserv Common Stock (FI)	0.0	$68k	+8%	331.00	205.42	View chart
Thermo Fisher Common Stock (TMO)	0.0	$67k		129.00	520.23	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$65k	+178%	765.00	85.35	View chart
Alphabet Common Stock (GOOGL)	0.0	$64k	+9%	340.00	189.35	View chart
Ark Autonomous MF Closed and MF Open (ARKQ)	0.0	$62k		797.00	77.25	View chart
Ark Next MF Closed and MF Open (ARKW)	0.0	$60k		552.00	107.98	View chart
Ishares Biotechnology MF Closed and MF Open (IBB)	0.0	$60k		450.00	132.21	View chart
Ishares Europe MF Closed and MF Open (IEV)	0.0	$59k		1.1k	52.04	View chart
Ishares Esg MF Closed and MF Open (ESGD)	0.0	$58k		765.00	76.14	View chart
Ubs Group Common Stock (UBS)	0.0	$58k		1.9k	30.32	View chart
Lockheed Martin Common Stock (LMT)	0.0	$54k	+7%	112.00	485.95	View chart
Simon Property Common Stock (SPG)	0.0	$54k		315.00	172.21	View chart
Ishares Global MF Closed and MF Open (IOO)	0.0	$54k	-37%	531.00	100.77	View chart
Schwab Charles Common Stock (SCHW)	0.0	$52k		705.00	74.01	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.0	$51k		731.00	70.28	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$50k	+20%	446.00	113.00	View chart
Salesforce Common Stock (CRM)	0.0	$50k		150.00	334.33	View chart
Mge Energy Common Stock (MGEE)	0.0	$50k		528.00	93.96	View chart
Vanguard High MF Closed and MF Open (VYM)	0.0	$49k	-26%	385.00	127.59	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBUS)	0.0	$49k		459.00	105.92	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.0	$49k	-3%	245.00	198.18	View chart
Ameren Corp Common Stock (AEE)	0.0	$48k		543.00	89.14	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.0	$47k	-24%	363.00	128.62	View chart
Motorola Solutions Common Stock (MSI)	0.0	$46k		100.00	462.23	View chart
National Fuel Common Stock (NFG)	0.0	$46k	NEW	750.00	60.68	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.0	$45k		161.00	280.06	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.0	$45k	-38%	209.00	215.49	View chart
Sector Energy MF Closed and MF Open (XLE)	0.0	$45k	+68%	521.00	85.66	View chart
Navient Corp Common Stock (NAVI)	0.0	$44k		3.3k	13.29	View chart
Fedex Corp Common Stock (FDX)	0.0	$43k	NEW	152.00	281.33	View chart
Invesco S&p MF Closed and MF Open (SPGP)	0.0	$43k		407.00	104.88	View chart
Franklin Ftse MF Closed and MF Open (FLIN)	0.0	$43k		1.1k	37.90	View chart
Vanguard Russell MF Closed and MF Open (VONE)	0.0	$42k		158.00	266.72	View chart
Duke Energy Common Stock (DUK)	0.0	$40k	NEW	374.00	107.74	View chart
Invesco Ultra MF Closed and MF Open (GSY)	0.0	$39k	NEW	784.00	50.11	View chart
Spdr Ssga MF Closed and MF Open (ULST)	0.0	$39k	NEW	972.00	40.41	View chart
Steel Dynamics Common Stock (STLD)	0.0	$39k	NEW	343.00	114.07	View chart
Elevance Health Common Stock (ELV)	0.0	$38k		104.00	368.90	View chart
Sofi Technologies Common Stock (SOFI)	0.0	$38k	NEW	2.5k	15.40	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$38k	+13%	1.0k	37.53	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.0	$38k		670.00	56.48	View chart
Welltower Common Stock (WELL)	0.0	$38k		300.00	126.03	View chart
SPDR S&P MF Closed and MF Open (GXC)	0.0	$37k		489.00	75.88	View chart
Ark Innovation MF Closed and MF Open (ARKK)	0.0	$36k		627.00	56.77	View chart
Rockwell Automation Common Stock (ROK)	0.0	$36k		124.00	285.90	View chart
Lyondellbasell Industrie Common Stock (LYB)	0.0	$35k		475.00	74.27	View chart
Prudential Financial Common Stock (PRU)	0.0	$35k	+27%	297.00	118.53	View chart
Pimco Short MF Closed and MF Open (SMMU)	0.0	$35k		700.00	49.84	View chart
Pfizer Common Stock (PFE)	0.0	$34k		1.3k	26.53	View chart
Altria Group Common Stock (MO)	0.0	$34k	-22%	655.00	52.31	View chart
Wisdomtree Us MF Closed and MF Open (DGRS)	0.0	$34k		658.00	51.23	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.0	$34k		549.00	61.34	View chart
Becton Dickinson Common Stock (BDX)	0.0	$34k		148.00	226.87	View chart
Advanced Micro Common Stock (AMD)	0.0	$33k	+74%	276.00	120.79	View chart
Cintas Corp Common Stock (CTAS)	0.0	$33k	+136%	180.00	182.70	View chart
Toll Brothers Common Stock (TOL)	0.0	$33k	+1034%	261.00	125.95	View chart
Bank Montreal Common Stock (BMO)	0.0	$33k		335.00	97.05	View chart
Ishares Silver Common Stock (SLV)	0.0	$32k	-42%	1.2k	26.33	View chart
Ferrari Nv Common Stock (RACE)	0.0	$32k		75.00	424.84	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.0	$32k	NEW	600.00	53.05	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$32k		50.00	636.04	View chart
Spdr Series MF Closed and MF Open (XNTK)	0.0	$31k		155.00	201.82	View chart
Eog Resources Common Stock (EOG)	0.0	$31k	-98%	254.00	122.58	View chart
Iron Mountain Common Stock (IRM)	0.0	$31k		295.00	105.11	View chart
Harley Davidson Common Stock (HOG)	0.0	$30k		999.00	30.13	View chart
Canadian National Common Stock (CNI)	0.0	$30k		292.00	101.51	View chart
Royal Caribbean Common Stock (RCL)	0.0	$29k		127.00	230.69	View chart
Camden Property Common Stock (CPT)	0.0	$29k	NEW	250.00	116.04	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$29k		436.00	66.14	View chart
Ftai Aviation Common Stock (FTAI)	0.0	$29k		200.00	144.04	View chart
Danaher Corp Common Stock (DHR)	0.0	$29k	-3%	125.00	230.33	View chart
Invesco India MF Closed and MF Open (PIN)	0.0	$29k	+8%	1.1k	25.78	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$29k	-37%	125.00	228.04	View chart
Tko Group Common Stock (TKO)	0.0	$28k		200.00	142.11	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.0	$28k		904.00	31.36	View chart
Novo Nordisk Common Stock (NVO)	0.0	$28k		326.00	86.02	View chart
SPDR S&P MF Closed and MF Open (EDIV)	0.0	$28k		793.00	35.27	View chart

Past Filings by IAG Wealth Partners

SEC 13F filings are viewable for IAG Wealth Partners going back to 2020

IAG Wealth Partners 2024 Q4 filed Feb. 10, 2025
IAG Wealth Partners 2024 Q3 filed Oct. 29, 2024
IAG Wealth Partners 2024 Q2 filed July 16, 2024
IAG Wealth Partners 2024 Q1 filed April 24, 2024
IAG Wealth Partners 2023 Q4 filed Feb. 2, 2024
IAG Wealth Partners 2023 Q3 filed Oct. 24, 2023
IAG Wealth Partners 2023 Q2 filed Aug. 10, 2023
IAG Wealth Partners 2023 Q1 filed April 25, 2023
IAG Wealth Partners 2022 Q4 filed Feb. 8, 2023
IAG Wealth Partners 2022 Q3 filed Oct. 26, 2022
IAG Wealth Partners 2022 Q2 filed Aug. 3, 2022
IAG Wealth Partners 2022 Q1 filed May 4, 2022
IAG Wealth Partners 2021 Q4 filed Feb. 14, 2022
IAG Wealth Partners 2021 Q3 filed Nov. 4, 2021
IAG Wealth Partners 2021 Q2 filed Aug. 4, 2021
IAG Wealth Partners 2021 Q1 filed April 29, 2021

View all past filings

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