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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 JBND, SPLG, DLN, AVIV, GSLC, and represent 31.74% of IAG Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: JBND (+$42M), AVIV (+$31M), DBMF (+$8.7M), HTAB (+$8.5M), PULS, GNR, FESM, FMDE, VUG, SPLG.
Started 37 new stock positions in TRV, DVY, KLG, ALL, SCHA, UNH, SILA, MAT, IEF, VOE.
Reduced shares in these 10 stocks: SPDW (-$30M), OMFS, GUNR, JHMM, USFR, IVV, MMIT, CWI, GTO, SPHQ.
Sold out of its positions in MJ, APA, ANET, KMX, CELH, DOCU, SIXG, BCOW, FTCS, SDVY.
IAG Wealth Partners was a net buyer of stock by $80M.
IAG Wealth Partners has $643M in assets under management (AUM), dropping by 13.48%.
Central Index Key (CIK): 0001827261

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Portfolio Holdings for IAG Wealth Partners

IAG Wealth Partners holds 500 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Jpmorgan Active MF Closed and MF Open (JBND)	9.0	$58M	+264%	1.1M	53.52	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	8.1	$52M	+4%	792k	65.76	View chart
Wisdomtree U S MF Closed and MF Open (DLN)	5.1	$33M		416k	79.37	View chart
Avantis Intl MF Closed and MF Open (AVIV)	4.8	$31M	+34561%	543k	56.68	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	4.8	$31M	+2%	278k	110.08	View chart
Nyli Mackay MF Closed and MF Open (MMIT)	4.1	$26M	-2%	1.1M	23.97	View chart
Wisdomtree U S MF Closed and MF Open (DON)	3.7	$24M		485k	49.52	View chart
Ishares Core MF Closed and MF Open (IVV)	3.5	$23M	-2%	40k	561.90	View chart
Hartford Schroders MF Closed and MF Open (HTAB)	3.5	$23M	+59%	1.2M	19.17	View chart
Goldman Sachs MF Closed and MF Open (GSIE)	3.2	$21M		580k	35.65	View chart
Vanguard Growth MF Closed and MF Open (VUG)	3.0	$20M	+14%	53k	370.82	View chart
Pgim Ultra MF Closed and MF Open (PULS)	2.9	$18M	+32%	370k	49.73	View chart
Invesco Large MF Closed and MF Open (PWV)	2.7	$17M	+2%	290k	59.51	View chart
Vaneck Natural MF Closed and MF Open (HAP)	2.5	$16M	+3%	325k	49.81	View chart
Jpmorgan MF Closed and MF Open (JMUB)	2.4	$15M	+3%	306k	50.00	View chart
Avantis Intl MF Closed and MF Open (AVDE)	2.2	$14M	+13%	218k	66.27	View chart
Spdr Developed MF Closed and MF Open (SPDW)	2.1	$14M	-68%	380k	36.41	View chart
Ishares Morningstar MF Closed and MF Open (IMCG)	2.0	$13M	+8%	185k	71.43	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	1.8	$12M	+2%	170k	68.01	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	1.6	$10M	+7%	197k	51.18	View chart
Spdr Msci MF Closed and MF Open (CWI)	1.5	$9.3M	-5%	316k	29.58	View chart
Imgp Dbi MF Closed and MF Open (DBMF)	1.4	$8.7M	NEW	346k	25.26	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	1.3	$8.4M	+9%	106k	79.86	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	1.0	$6.7M	-2%	35k	193.99	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	0.9	$6.1M		76k	80.37	View chart
Invesco S&p MF Closed and MF Open (SPHQ)	0.9	$6.0M	-5%	91k	66.34	View chart
Spdr Aggregate MF Closed and MF Open (SPAB)	0.8	$5.5M	+5%	214k	25.54	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.8	$4.9M	+12%	120k	40.76	View chart
Hartford Multifactor MF Closed and MF Open (RODM)	0.7	$4.5M	-6%	146k	30.99	View chart
SPDR S&P MF Closed and MF Open (GNR)	0.7	$4.4M	+720%	84k	53.25	View chart
Spdr Series MF Closed and MF Open (MDYV)	0.7	$4.4M	-2%	58k	77.05	View chart
Avantis Emerging MF Closed and MF Open (AVEM)	0.7	$4.4M	+2%	74k	60.17	View chart
Dimensional Emerging MF Closed and MF Open (DFAE)	0.6	$4.1M		157k	25.89	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.6	$4.1M	-2%	80k	51.07	View chart
John Hancock MF Closed and MF Open (JHMM)	0.6	$4.1M	-26%	71k	57.30	View chart
Columbia Research MF Closed and MF Open (RECS)	0.6	$4.0M	+38%	122k	33.21	View chart
Invesco Total MF Closed and MF Open (GTO)	0.6	$4.0M	-10%	86k	46.93	View chart
Flexshares Morningstar MF Closed and MF Open (GUNR)	0.6	$3.9M	-43%	102k	38.81	View chart
Ishares Morningstar MF Closed and MF Open (ISCG)	0.5	$3.4M	+4%	75k	45.05	View chart
Fidelity Covington MF Closed and MF Open (FESM)	0.5	$2.9M	NEW	100k	29.48	View chart
Neuberger Berman MF Closed and MF Open (NBCM)	0.4	$2.7M	+3%	119k	22.65	View chart
Dimensional Intl MF Closed and MF Open (DFIS)	0.4	$2.6M	+5%	100k	25.84	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.4	$2.5M		4.8k	532.58	View chart
Victoryshares Us MF Closed and MF Open (CSB)	0.4	$2.5M	+16%	43k	57.41	View chart
Fidelity Enhanced MF Closed and MF Open (FMDE)	0.4	$2.5M	+39389%	78k	31.34	View chart
Janus Detroit MF Closed and MF Open (JSMD)	0.4	$2.3M	-12%	32k	69.99	View chart
Jpmorgan Hedged MF Closed and MF Open (HELO)	0.3	$2.0M		34k	59.68	View chart
Jpmorgan MF Closed and MF Open (BBSC)	0.3	$1.9M	+8%	32k	60.52	View chart
Spdr Ssga MF Closed and MF Open (SMLV)	0.3	$1.7M	-12%	14k	122.88	View chart
Spdr Emerging MF Closed and MF Open (SPEM)	0.3	$1.6M		41k	39.37	View chart
Apple Common Stock (AAPL)	0.2	$1.5M		6.9k	222.12	View chart
Spdr Series MF Closed and MF Open (MDYG)	0.2	$1.5M		19k	79.46	View chart
Wisdomtree U S MF Closed and MF Open (DES)	0.2	$1.4M	-3%	43k	31.96	View chart
Nuveen Esg MF Closed and MF Open (NUMG)	0.2	$1.4M	-5%	32k	42.92	View chart
Spdr Bloomberg MF Closed and MF Open (SJNK)	0.2	$1.3M	-12%	53k	25.16	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$1.2M	+784%	7.4k	165.83	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.2	$1.2M		4.3k	274.84	View chart
Avantis Intl MF Closed and MF Open (AVDV)	0.2	$1.2M	-4%	17k	69.74	View chart
Invesco Msci MF Closed and MF Open (PBUS)	0.2	$1.2M	-2%	21k	56.02	View chart
Schwab Us MF Closed and MF Open (SCHM)	0.2	$1.1M	-10%	43k	26.20	View chart
Jpmorgan MF Closed and MF Open (JMST)	0.2	$1.1M	+44%	22k	50.85	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.2	$1.1M	+162%	2.1k	513.91	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.1	$947k	-44%	19k	50.33	View chart
Franklin Us MF Closed and MF Open (FLQM)	0.1	$917k	+13630%	17k	53.01	View chart
Spdr Msci MF Closed and MF Open (SPGM)	0.1	$855k	+3%	14k	62.42	View chart
SPDR S&P MF Closed and MF Open (SLYV)	0.1	$804k		10k	78.40	View chart
Microsoft Corp Common Stock (MSFT)	0.1	$769k	+3%	2.0k	375.43	View chart
Capital Group MF Closed and MF Open (CGGE)	0.1	$706k	+3%	27k	25.86	View chart
Wec Energy Common Stock (WEC)	0.1	$662k	+3%	6.1k	108.98	View chart
Vanguard Ftse MF Closed and MF Open (VSS)	0.1	$655k		5.7k	115.60	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.1	$602k	-11%	1.3k	468.92	View chart
Janus Detroit MF Closed and MF Open (JSML)	0.1	$560k	-12%	9.2k	60.86	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$559k	+26%	2.8k	199.49	View chart
Nvidia Corp Common Stock (NVDA)	0.1	$544k	+6%	5.0k	108.38	View chart
Janus Henderson MF Closed and MF Open (VNLA)	0.1	$533k	+342%	11k	49.15	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.1	$467k		1.3k	361.09	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$466k		8.0k	58.35	View chart
Oracle Corp Common Stock (ORCL)	0.1	$430k		3.1k	139.81	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBMC)	0.1	$400k	-11%	4.4k	90.12	View chart
Amazon Common Stock (AMZN)	0.1	$395k	+24%	2.1k	190.26	View chart
First Trust MF Closed and MF Open (FVD)	0.1	$380k	-5%	8.5k	44.59	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$368k		1.7k	221.75	View chart
Home Depot Common Stock (HD)	0.1	$365k		995.00	366.49	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.1	$362k	-17%	1.8k	202.13	View chart
Eli Lilly Common Stock (LLY)	0.1	$359k		435.00	825.53	View chart
Costco Wholesale Common Stock (COST)	0.1	$355k		375.00	945.78	View chart
SPDR S&P MF Closed and MF Open (SPY)	0.1	$352k	+11%	630.00	558.95	View chart
Invesco Russell MF Closed and MF Open (OMFS)	0.1	$347k	-89%	9.1k	37.99	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.1	$346k	+64%	2.0k	172.70	View chart
Goldman Sachs MF Closed and MF Open (GEM)	0.1	$329k	+19%	9.9k	33.18	View chart
Ishares Core MF Closed and MF Open (IJR)	0.1	$325k		3.1k	104.57	View chart
Spdr Portfolio MF Closed and MF Open (SPSB)	0.1	$322k	+25%	11k	30.10	View chart
Xtrackers Msci MF Closed and MF Open (DBEF)	0.0	$320k	-9%	7.4k	43.30	View chart
Wisdomtree Intl MF Closed and MF Open (DLS)	0.0	$300k	+9%	4.5k	66.00	View chart
Jpmorgan Chase Common Stock (JPM)	0.0	$288k		1.2k	245.30	View chart
Johnson Controls Common Stock (JCI)	0.0	$257k	+184%	3.2k	80.11	View chart
Coca Cola Company Common Stock (KO)	0.0	$256k	+194%	3.6k	71.63	View chart
Spdr Gold Common Stock (GLD)	0.0	$244k	-5%	848.00	288.14	View chart
Abbvie Common Stock (ABBV)	0.0	$240k		1.1k	209.59	View chart
Schwab Us MF Closed and MF Open (SCHX)	0.0	$240k	-41%	11k	22.08	View chart
Schwab Us MF Closed and MF Open (SCHV)	0.0	$239k	-5%	9.0k	26.58	View chart
Chevron Corp Common Stock (CVX)	0.0	$236k	-14%	1.4k	167.29	View chart
Pfizer Common Stock (PFE)	0.0	$228k	+594%	9.0k	25.34	View chart
Nextera Energy Common Stock (NEE)	0.0	$227k		3.2k	70.89	View chart
Ishares Msci MF Closed and MF Open (SUSA)	0.0	$213k		1.9k	114.87	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.0	$209k		392.00	533.48	View chart
First Trust MF Closed and MF Open (FEX)	0.0	$204k		2.0k	102.46	View chart
Deere & Co Common Stock (DE)	0.0	$201k	-6%	428.00	469.35	View chart
Energy Transfer Oil & Gas, Real Estate and REIT (ET)	0.0	$196k		11k	18.59	View chart
Global X MF Closed and MF Open (MLPX)	0.0	$186k		2.9k	63.81	View chart
Alliant Energy Common Stock (LNT)	0.0	$172k	+58%	2.7k	64.35	View chart
At&t Common Stock (T)	0.0	$171k		6.1k	28.28	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$170k	+37%	545.00	312.37	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.0	$165k		879.00	188.16	View chart
Alphabet Common Stock (GOOG)	0.0	$158k	+65%	1.0k	156.17	View chart
Exxon Mobil Common Stock (XOM)	0.0	$158k		1.3k	118.93	View chart
W P Carey Common Stock (WPC)	0.0	$158k	+6%	2.5k	63.11	View chart
Caterpillar Common Stock (CAT)	0.0	$154k	-9%	467.00	329.97	View chart
Visa Common Stock (V)	0.0	$154k		439.00	350.46	View chart
Merck & Company Common Stock (MRK)	0.0	$152k	-8%	1.7k	89.74	View chart
Pepsico Common Stock (PEP)	0.0	$143k	-7%	954.00	149.94	View chart
Northrop Grumman Common Stock (NOC)	0.0	$139k	+8%	271.00	512.01	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.0	$137k		978.00	140.44	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.0	$134k	+2%	2.6k	50.83	View chart
Meta Platforms Common Stock (META)	0.0	$129k		223.00	576.36	View chart
United Parcel Common Stock (UPS)	0.0	$125k	+78%	1.1k	109.99	View chart
Grainger W W Common Stock (GWW)	0.0	$123k		124.00	987.83	View chart
Ishares Core MF Closed and MF Open (IUSV)	0.0	$122k		1.3k	92.29	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.0	$121k	-7%	1.5k	81.69	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.0	$119k	+25%	2.6k	45.26	View chart
Dimensional Us MF Closed and MF Open (DFUS)	0.0	$118k	-12%	2.0k	60.48	View chart
Spdr Series MF Closed and MF Open (SDY)	0.0	$111k		815.00	135.68	View chart
Walt Disney Common Stock (DIS)	0.0	$109k	-15%	1.1k	98.73	View chart
Ishares Msci MF Closed and MF Open (ACWI)	0.0	$108k		925.00	116.39	View chart
Invesco Ftse MF Closed and MF Open (PRF)	0.0	$107k		2.6k	40.41	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.0	$107k		623.00	170.89	View chart
Nuveen Esg MF Closed and MF Open (NUDM)	0.0	$105k	-4%	3.3k	31.85	View chart
Ishares Gold Common Stock (IAU)	0.0	$105k	-40%	1.8k	58.96	View chart
Amgen Common Stock (AMGN)	0.0	$104k		335.00	311.55	View chart
Ameren Corp Common Stock (AEE)	0.0	$102k	+87%	1.0k	100.40	View chart
Automatic Data Common Stock (ADP)	0.0	$101k		331.00	305.29	View chart
Tesla Common Stock (TSLA)	0.0	$101k	+43%	388.00	259.16	View chart
Ishares Russell MF Closed and MF Open (SMMD)	0.0	$100k	+11%	1.6k	62.54	View chart
Verizon Communications Common Stock (VZ)	0.0	$99k	+12%	2.2k	45.35	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.0	$99k		1.8k	53.97	View chart
Southern Company Common Stock (SO)	0.0	$99k		1.1k	91.94	View chart
Waste Management Common Stock (WM)	0.0	$98k		423.00	231.51	View chart
Goldman Sachs Common Stock (GS)	0.0	$95k		174.00	546.29	View chart
First Trust MF Closed and MF Open (RDVY)	0.0	$94k		1.6k	58.54	View chart
Broadcom Common Stock (AVGO)	0.0	$91k	-17%	543.00	167.43	View chart
Xcel Energy Common Stock (XEL)	0.0	$90k		1.3k	70.79	View chart
Cisco Systems Common Stock (CSCO)	0.0	$90k		1.5k	61.71	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.0	$89k		1.1k	81.73	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$89k	+200%	375.00	236.24	View chart
Ishares Global MF Closed and MF Open (REET)	0.0	$87k		3.6k	24.26	View chart
Spdr Series MF Closed and MF Open (RWR)	0.0	$87k	+322%	875.00	99.12	View chart
Wisdomtree Trust MF Closed and MF Open (IHDG)	0.0	$86k		2.0k	43.40	View chart
Prudential Financial Common Stock (PRU)	0.0	$82k	+146%	733.00	111.68	View chart
Fidelity National Common Stock (FIS)	0.0	$80k		1.1k	74.71	View chart
Procter & Gamble Common Stock (PG)	0.0	$80k		468.00	170.26	View chart
Kimberly Clark Common Stock (KMB)	0.0	$80k		560.00	142.22	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.0	$80k	-15%	417.00	190.58	View chart
3m Company Common Stock (MMM)	0.0	$78k		534.00	146.86	View chart
Janus Henderson MF Closed and MF Open (JAAA)	0.0	$78k		1.5k	50.71	View chart
Netflix Common Stock (NFLX)	0.0	$77k	+2%	82.00	932.52	View chart
Vaneck Morningstar MF Closed and MF Open (SMOT)	0.0	$76k		2.3k	32.79	View chart
Nuveen Esg MF Closed and MF Open (NUBD)	0.0	$74k		3.3k	22.18	View chart
Fiserv Common Stock (FI)	0.0	$73k		331.00	220.83	View chart
Healthcare Select MF Closed and MF Open (XLV)	0.0	$73k	-10%	500.00	146.01	View chart
Capital Group MF Closed and MF Open (CGUS)	0.0	$73k	+514%	2.2k	33.40	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.0	$72k	+154%	1.5k	46.81	View chart
Nuveen Esg MF Closed and MF Open (NUSC)	0.0	$71k	-3%	1.9k	38.34	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.0	$70k	+6%	754.00	92.83	View chart
Tjx Cos Common Stock (TJX)	0.0	$69k		568.00	121.80	View chart
Alibaba Group Common Stock (BABA)	0.0	$68k	+67%	515.00	132.24	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.0	$67k		123.00	542.38	View chart
Kellanova Common Stock (K)	0.0	$66k	NEW	800.00	82.49	View chart
Ishares Europe MF Closed and MF Open (IEV)	0.0	$66k		1.1k	58.18	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.0	$64k	+63%	342.00	188.17	View chart
Thermo Fisher Common Stock (TMO)	0.0	$64k		129.00	497.60	View chart
Applied Materials Common Stock (AMAT)	0.0	$64k	-4%	442.00	144.98	View chart
Ishares Esg MF Closed and MF Open (ESGD)	0.0	$63k		765.00	81.69	View chart
Walmart Common Stock (WMT)	0.0	$63k	-12%	712.00	87.75	View chart
Exact Sciences Common Stock (EXAS)	0.0	$62k	-10%	1.4k	43.29	View chart
Ishares Silver Common Stock (SLV)	0.0	$61k	+59%	2.0k	30.99	View chart
National Fuel Common Stock (NFG)	0.0	$59k		750.00	79.19	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$59k		446.00	132.52	View chart
Ishares Biotechnology MF Closed and MF Open (IBB)	0.0	$58k		450.00	127.90	View chart
Schwab Charles Common Stock (SCHW)	0.0	$55k		705.00	78.28	View chart
Advanced Micro Common Stock (AMD)	0.0	$54k	+91%	529.00	102.74	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.0	$54k	+18%	290.00	186.29	View chart
Ishares Select MF Closed and MF Open (DVY)	0.0	$54k	NEW	400.00	134.29	View chart
Ark Autonomous MF Closed and MF Open (ARKQ)	0.0	$53k		797.00	66.26	View chart
Simon Property Common Stock (SPG)	0.0	$52k		315.00	166.08	View chart
Ark Next MF Closed and MF Open (ARKW)	0.0	$52k		552.00	94.67	View chart
Ishares Global MF Closed and MF Open (IOO)	0.0	$51k		531.00	96.29	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$51k		775.00	65.25	View chart
Vanguard High MF Closed and MF Open (VYM)	0.0	$50k		385.00	128.96	View chart
Wisdomtree Us MF Closed and MF Open (DGRS)	0.0	$50k	+62%	1.1k	46.50	View chart
Mge Energy Common Stock (MGEE)	0.0	$49k		528.00	92.96	View chart
Alphabet Common Stock (GOOGL)	0.0	$46k	-11%	300.00	154.78	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBUS)	0.0	$46k		459.00	100.89	View chart
Welltower Common Stock (WELL)	0.0	$46k		300.00	153.21	View chart
Elevance Health Common Stock (ELV)	0.0	$45k		104.00	434.96	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$45k	+20%	1.2k	36.90	View chart
Altria Group Common Stock (MO)	0.0	$44k	+11%	728.00	60.05	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.0	$42k	-4%	345.00	122.01	View chart
SPDR S&P MF Closed and MF Open (GXC)	0.0	$42k		489.00	86.00	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$42k	NEW	80.00	523.75	View chart
Navient Corp Common Stock (NAVI)	0.0	$42k		3.3k	12.63	View chart
Franklin Ftse MF Closed and MF Open (FLIN)	0.0	$41k		1.1k	36.84	View chart
Energy Select MF Closed and MF Open (XLE)	0.0	$41k	-15%	441.00	93.45	View chart
Invesco S&p MF Closed and MF Open (SPGP)	0.0	$41k		407.00	99.88	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.0	$41k		161.00	251.77	View chart
American Express Common Stock (AXP)	0.0	$40k	NEW	150.00	269.05	View chart
Salesforce Common Stock (CRM)	0.0	$40k		150.00	268.37	View chart
Vanguard Russell MF Closed and MF Open (VONE)	0.0	$40k		158.00	253.86	View chart
Steel Dynamics Common Stock (STLD)	0.0	$40k	-7%	317.00	125.08	View chart
World Gold MF Closed and MF Open (GLDM)	0.0	$38k	+45%	617.00	61.89	View chart
Fedex Corp Common Stock (FDX)	0.0	$37k		152.00	243.78	View chart
Cintas Corp Common Stock (CTAS)	0.0	$37k		180.00	205.53	View chart
Duke Energy Common Stock (DUK)	0.0	$37k	-19%	300.00	121.97	View chart
Pimco Short MF Closed and MF Open (SMMU)	0.0	$35k		700.00	50.02	View chart
Ishares S&p MF Closed and MF Open (IJS)	0.0	$34k	-51%	350.00	97.48	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.0	$34k		549.00	61.78	View chart
Becton Dickinson Common Stock (BDX)	0.0	$34k		148.00	229.06	View chart
Lyondellbasell Industrie Common Stock (LYB)	0.0	$33k		475.00	70.40	View chart
Ferrari Nv Common Stock (RACE)	0.0	$32k		75.00	427.88	View chart
Rockwell Automation Common Stock (ROK)	0.0	$32k		124.00	258.48	View chart
Bank Montreal Common Stock (BMO)	0.0	$32k		335.00	95.51	View chart
Agnico-eagle Common Stock (AEM)	0.0	$31k		285.00	108.41	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.0	$31k		904.00	34.14	View chart
Camden Property Common Stock (CPT)	0.0	$31k		250.00	122.30	View chart
Tko Group Common Stock (TKO)	0.0	$31k		200.00	152.81	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$30k		436.00	69.81	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$30k		50.00	607.86	View chart
Ark Innovation MF Closed and MF Open (ARKK)	0.0	$30k		627.00	47.58	View chart
Spdr Nyse MF Closed and MF Open (XNTK)	0.0	$30k		155.00	191.81	View chart
Church & Dwight Common Stock (CHD)	0.0	$30k	+92%	270.00	110.09	View chart
Sofi Technologies Common Stock (SOFI)	0.0	$29k	+2%	2.5k	11.63	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.0	$29k	-73%	641.00	45.65	View chart
Canadian National Common Stock (CNI)	0.0	$29k		292.00	97.46	View chart
Sprott Physical MF Closed and MF Open (CEF)	0.0	$28k		1.0k	28.41	View chart
SPDR S&P MF Closed and MF Open (EDIV)	0.0	$28k		793.00	35.70	View chart
Yum Brands Common Stock (YUM)	0.0	$28k		178.00	157.36	View chart
Invesco India MF Closed and MF Open (PIN)	0.0	$28k		1.1k	25.02	View chart
Toll Brothers Common Stock (TOL)	0.0	$28k		261.00	105.59	View chart
Qualcomm Common Stock (QCOM)	0.0	$28k		179.00	153.61	View chart
Invesco Water MF Closed and MF Open (PHO)	0.0	$27k		425.00	64.52	View chart
Lpl Financial Common Stock (LPLA)	0.0	$27k		84.00	325.35	View chart
Wisdomtree U S MF Closed and MF Open (DTD)	0.0	$27k		350.00	76.95	View chart
Wheaton Precious Common Stock (WPM)	0.0	$27k		345.00	77.63	View chart
Roper Technologies Common Stock (ROP)	0.0	$27k		45.00	589.58	View chart
Invesco S&p MF Closed and MF Open (SPLV)	0.0	$26k		350.00	74.72	View chart
Royal Caribbean Common Stock (RCL)	0.0	$26k		127.00	205.44	View chart
Danaher Corp Common Stock (DHR)	0.0	$26k		126.00	204.25	View chart
Morgan Stanley Common Stock (MS)	0.0	$26k		219.00	116.67	View chart
Iron Mountain Common Stock (IRM)	0.0	$25k		295.00	86.04	View chart
Harley Davidson Common Stock (HOG)	0.0	$25k		999.00	25.25	View chart
Microstrategy Common Stock (MSTR)	0.0	$25k		87.00	288.28	View chart
Medical Properties Common Stock (MPW)	0.0	$24k	+2%	4.0k	6.03	View chart
Proshares S&p MF Closed and MF Open (NOBL)	0.0	$24k		235.00	102.18	View chart
Ppg Industries Common Stock (PPG)	0.0	$24k		217.00	109.28	View chart
Linde Common Stock (LIN)	0.0	$23k		50.00	465.64	View chart
Novo Nordisk Common Stock (NVO)	0.0	$23k		326.00	69.44	View chart
Ftai Aviation Common Stock (FTAI)	0.0	$22k		200.00	111.03	View chart
Bny Mellon MF Closed and MF Open	0.0	$22k	NEW	717.00	30.86	View chart
Vanguard International MF Closed and MF Open (VIGI)	0.0	$22k		262.00	82.94	View chart
Nuveen Esg MF Closed and MF Open (NUMV)	0.0	$22k		634.00	34.21	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.0	$22k		169.00	127.08	View chart
Sherwin Williams Common Stock (SHW)	0.0	$21k		60.00	349.18	View chart
Ishares Msci MF Closed and MF Open (SCZ)	0.0	$21k		326.00	63.53	View chart
Ge Aerospace Common Stock (GE)	0.0	$21k		103.00	200.16	View chart
Ishares U S MF Closed and MF Open (IHF)	0.0	$21k		390.00	52.80	View chart
Bristol Myers Common Stock (BMY)	0.0	$20k		335.00	60.99	View chart
Capital Group MF Closed and MF Open (CGGR)	0.0	$20k	+182%	596.00	34.25	View chart
Avantis U S MF Closed and MF Open (AVMC)	0.0	$20k	NEW	324.00	61.98	View chart
Williams Cos Common Stock (WMB)	0.0	$19k		321.00	59.76	View chart
Badger Meter Common Stock (BMI)	0.0	$19k		100.00	190.25	View chart
Dimensional Us MF Closed and MF Open (DFUV)	0.0	$19k		456.00	41.21	View chart
Eog Resources Common Stock (EOG)	0.0	$18k	-45%	139.00	128.24	View chart
Cybin Common Stock (CYBN)	0.0	$17k		2.8k	6.34	View chart
Harbor Long MF Closed and MF Open (WINN)	0.0	$17k	NEW	700.00	24.50	View chart
Wynn Resorts Common Stock (WYNN)	0.0	$17k	+17%	205.00	83.50	View chart
Taiwan Semiconductor Common Stock (TSM)	0.0	$17k		103.00	166.00	View chart
Main Street Common Stock (MAIN)	0.0	$17k		300.00	56.56	View chart
Generac Holdings Common Stock (GNRC)	0.0	$17k	+129%	133.00	126.65	View chart
Avista Corp Common Stock (AVA)	0.0	$17k		400.00	41.87	View chart
Eastgroup Properties Common Stock (EGP)	0.0	$17k		95.00	176.15	View chart
Mckesson Corp Common Stock (MCK)	0.0	$16k		24.00	673.00	View chart
Anavex Life Common Stock (AVXL)	0.0	$16k		1.9k	8.58	View chart
Otter Tail Common Stock (OTTR)	0.0	$16k		200.00	80.37	View chart
Ameriprise Financial Common Stock (AMP)	0.0	$16k	+1000%	33.00	481.18	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	0.0	$16k	-85%	180.00	88.00	View chart
First Trust MF Closed and MF Open (QTEC)	0.0	$15k		89.00	173.56	View chart
United Airlines Common Stock (UAL)	0.0	$15k		222.00	69.05	View chart
Carnival Corp Common Stock (CCL)	0.0	$15k	-15%	780.00	19.53	View chart
Allstate Corp Common Stock (ALL)	0.0	$15k	NEW	73.00	207.07	View chart
Baker Hughes Common Stock (BKR)	0.0	$14k		325.00	43.95	View chart
Blackrock Fdg Common Stock (BLK)	0.0	$14k	-40%	15.00	946.47	View chart
Palantir Technologies Common Stock (PLTR)	0.0	$14k		168.00	84.39	View chart
Ormat Technologies Common Stock (ORA)	0.0	$14k		200.00	70.77	View chart
Invesco S&p MF Closed and MF Open (RWJ)	0.0	$14k		345.00	40.70	View chart
Blackstone Common Stock (BX)	0.0	$14k		100.00	139.78	View chart
Spdr Series MF Closed and MF Open (SLYG)	0.0	$14k	+69%	168.00	83.00	View chart
Ford Motor Common Stock (F)	0.0	$14k	+101%	1.4k	10.03	View chart
Emerson Electric Common Stock (EMR)	0.0	$14k		125.00	109.64	View chart
Texas Instruments Common Stock (TXN)	0.0	$14k		75.00	179.71	View chart
Capital One Common Stock (COF)	0.0	$13k		75.00	179.31	View chart
Leonardo Drs Common Stock (DRS)	0.0	$13k		400.00	32.88	View chart
Lowes Companies Common Stock (LOW)	0.0	$13k		56.00	233.23	View chart
FS KKR Common Stock (FSK)	0.0	$13k		608.00	20.95	View chart
Xtrackers S&p MF Closed and MF Open (SNPE)	0.0	$13k		252.00	50.43	View chart
Invesco Rafi MF Closed and MF Open (IUS)	0.0	$13k	NEW	257.00	49.36	View chart
Realty Income Common Stock (O)	0.0	$13k		218.00	58.01	View chart
L3harris Technologies Common Stock (LHX)	0.0	$13k		60.00	209.32	View chart
Delta Airlines Common Stock (DAL)	0.0	$13k		287.00	43.60	View chart
Valero Energy Common Stock (VLO)	0.0	$12k		93.00	132.08	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.0	$12k		100.00	121.91	View chart
Global X MF Closed and MF Open (COPX)	0.0	$12k		310.00	39.07	View chart
First Trust MF Closed and MF Open (QCLN)	0.0	$12k		420.00	28.62	View chart
Lcnb Corp Common Stock (LCNB)	0.0	$12k		800.00	14.79	View chart
Watts Water Common Stock (WTS)	0.0	$12k		57.00	203.91	View chart
Chord Energy Common Stock (CHRD)	0.0	$12k		102.00	112.72	View chart
Ishares Russell MF Closed and MF Open (IWB)	0.0	$11k		37.00	306.73	View chart
Capital Group MF Closed and MF Open (CGXU)	0.0	$11k	+17%	462.00	24.48	View chart
Evolus Common Stock (EOLS)	0.0	$11k		927.00	12.03	View chart
Oneok Common Stock (OKE)	0.0	$11k		112.00	99.22	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.0	$11k	-70%	200.00	54.76	View chart
Block Common Stock (XYZ)	0.0	$11k		200.00	54.33	View chart
Vaneck Gold MF Closed and MF Open (GDX)	0.0	$11k	-4%	235.00	45.97	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.0	$11k		126.00	85.07	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.0	$11k	NEW	112.00	95.37	View chart
Crocs Common Stock (CROX)	0.0	$11k		100.00	106.20	View chart
Phillips 66 Common Stock (PSX)	0.0	$11k		85.00	123.48	View chart
Intuit Common Stock (INTU)	0.0	$10k		17.00	614.00	View chart
Vaneck Vietnam MF Closed and MF Open (VNM)	0.0	$10k		827.00	12.48	View chart
Avantis U S MF Closed and MF Open (AVUV)	0.0	$9.8k	-83%	113.00	87.17	View chart
Vanguard Ftse MF Closed and MF Open (VGK)	0.0	$9.8k	+2%	140.00	70.21	View chart
Dimensional Us MF Closed and MF Open (DFAT)	0.0	$9.7k		189.00	51.49	View chart
Communication Services MF Closed and MF Open (XLC)	0.0	$9.6k		100.00	96.45	View chart
Adobe Common Stock (ADBE)	0.0	$9.6k		25.00	383.52	View chart
Philip Morris Common Stock (PM)	0.0	$9.5k		60.00	158.73	View chart
Reinsurance Group Common Stock (RGA)	0.0	$9.5k		48.00	196.90	View chart
Ishares Msci MF Closed and MF Open (EIDO)	0.0	$9.4k		578.00	16.31	View chart
Ishares Tips MF Closed and MF Open (TIP)	0.0	$9.2k	+2%	83.00	111.08	View chart
Vanguard Ftse MF Closed and MF Open (VPL)	0.0	$9.1k	+2%	125.00	72.46	View chart
Infosys Common Stock (INFY)	0.0	$9.1k		496.00	18.25	View chart
Vanguard Total MF Closed and MF Open (BND)	0.0	$9.0k	+4%	123.00	73.45	View chart
Ishares Iboxx MF Closed and MF Open (HYG)	0.0	$8.9k		113.00	78.89	View chart
Under Armour Common Stock (UA)	0.0	$8.8k		1.5k	5.95	View chart
Edwards Lifesciences Common Stock (EW)	0.0	$8.7k	NEW	120.00	72.48	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.0	$8.7k	-61%	50.00	173.24	View chart
Orion Energy Common Stock (OESX)	0.0	$8.7k		12k	0.72	View chart
Bank New York Common Stock (BK)	0.0	$8.6k		103.00	83.87	View chart
Vanguard Extended MF Closed and MF Open (VXF)	0.0	$8.6k		50.00	172.26	View chart
Invesco Building MF Closed and MF Open (PKB)	0.0	$8.6k		127.00	67.33	View chart
Ishares U S MF Closed and MF Open (COMT)	0.0	$8.3k	NEW	314.00	26.47	View chart
Fastenal Common Stock (FAST)	0.0	$8.3k		107.00	77.55	View chart
Kratos Defense Common Stock (KTOS)	0.0	$8.2k		275.00	29.69	View chart
Pembina Pipeline Common Stock (PBA)	0.0	$8.0k		200.00	40.03	View chart
Vail Resorts Common Stock (MTN)	0.0	$8.0k		50.00	160.04	View chart
Southern Copper Common Stock (SCCO)	0.0	$7.9k		84.00	93.46	View chart
Marriott Intl Common Stock (MAR)	0.0	$7.6k		32.00	238.19	View chart
Cameco Corp Common Stock (CCJ)	0.0	$7.6k		184.00	41.16	View chart
Booz Allen Common Stock (BAH)	0.0	$7.5k		72.00	104.58	View chart
Sysco Corp Common Stock (SYY)	0.0	$7.5k		100.00	75.04	View chart
Huntington Ingalls Common Stock (HII)	0.0	$7.3k		36.00	204.03	View chart
Ark Genomic MF Closed and MF Open (ARKG)	0.0	$7.3k		351.00	20.76	View chart
Illinois Tool Common Stock (ITW)	0.0	$7.2k		29.00	248.00	View chart
Servicenow Common Stock (NOW)	0.0	$7.2k		9.00	796.00	View chart
Idexx Labs Common Stock (IDXX)	0.0	$7.1k		17.00	419.94	View chart
Ishares Esg MF Closed and MF Open (ESML)	0.0	$7.1k		185.00	38.41	View chart
Rio Tinto Common Stock (RIO)	0.0	$7.1k		118.00	60.08	View chart
Solventum Corp Common Stock (SOLV)	0.0	$7.1k		93.00	76.03	View chart
Kinder Morgan Common Stock (KMI)	0.0	$7.0k		245.00	28.53	View chart
Inspire Intl MF Closed and MF Open (WWJD)	0.0	$6.9k		224.00	30.75	View chart
Discover Financial Common Stock (DFS)	0.0	$6.8k		40.00	170.70	View chart
Norwegian Cruise Common Stock (NCLH)	0.0	$6.8k	-28%	360.00	18.96	View chart
Mondelez International Common Stock (MDLZ)	0.0	$6.8k	+100%	100.00	67.86	View chart
Ishares U S MF Closed and MF Open (IYE)	0.0	$6.7k		135.00	49.30	View chart
Asml Holding Common Stock (ASML)	0.0	$6.6k		10.00	662.60	View chart
Analog Devices Common Stock (ADI)	0.0	$6.5k		32.00	201.66	View chart
Metlife Common Stock (MET)	0.0	$6.4k		80.00	80.29	View chart
Curtiss Wright Corp De Common Stock (CW)	0.0	$6.3k		20.00	317.30	View chart
Invesco S&p MF Closed and MF Open (XMMO)	0.0	$6.3k	-25%	55.00	113.76	View chart
Hormel Foods Common Stock (HRL)	0.0	$6.2k		200.00	30.94	View chart
Life Time Common Stock (LTH)	0.0	$6.0k		200.00	30.20	View chart
Pultegroup Common Stock (PHM)	0.0	$5.8k		56.00	102.80	View chart
Prologis Common Stock (PLD)	0.0	$5.6k	-33%	50.00	111.80	View chart
Bank America Common Stock (BAC)	0.0	$5.5k		133.00	41.73	View chart
Mastercard Common Stock (MA)	0.0	$5.5k		10.00	548.10	View chart
Sociedad Quimica Common Stock (SQM)	0.0	$5.4k		137.00	39.73	View chart
Cvs Health Common Stock (CVS)	0.0	$5.3k	-66%	78.00	67.74	View chart
Dover Corp Common Stock (DOV)	0.0	$5.3k		30.00	175.67	View chart
Ge Vernova Common Stock (GEV)	0.0	$5.2k		17.00	305.29	View chart
Wrap Technologies Common Stock (WRAP)	0.0	$5.1k		3.0k	1.71	View chart
Ishares U S MF Closed and MF Open (IYT)	0.0	$5.1k		80.00	64.03	View chart
First Majestic Common Stock (AG)	0.0	$5.1k		765.00	6.69	View chart
Boston Scientific Common Stock (BSX)	0.0	$5.0k		50.00	100.88	View chart
Chipotle Mexican Common Stock (CMG)	0.0	$5.0k		100.00	50.21	View chart
Ishares Msci MF Closed and MF Open (SCJ)	0.0	$5.0k		65.00	76.72	View chart
Equitable Holdings Common Stock (EQH)	0.0	$4.9k	-34%	94.00	51.87	View chart
Fortune Brands Common Stock (FBIN)	0.0	$4.9k		80.00	60.88	View chart
Bath & Body Common Stock (BBWI)	0.0	$4.9k		160.00	30.32	View chart
Vertiv Holdings Common Stock (VRT)	0.0	$4.8k		67.00	72.19	View chart
Boeing Company Common Stock (BA)	0.0	$4.8k		28.00	170.54	View chart
Lyft Common Stock (LYFT)	0.0	$4.7k		400.00	11.87	View chart
Fidelity Blue MF Closed and MF Open (FBCG)	0.0	$4.6k		115.00	39.97	View chart
Constellation Brands Common Stock (STZ)	0.0	$4.6k		25.00	183.52	View chart
Borg Warner Common Stock (BWA)	0.0	$4.6k		160.00	28.65	View chart
Msc Indl Common Stock (MSM)	0.0	$4.6k	NEW	59.00	77.68	View chart
Zimmer Biomet Common Stock (ZBH)	0.0	$4.5k		40.00	113.17	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.0	$4.5k	+2%	50.00	90.54	View chart
Ishares Msci MF Closed and MF Open (ECNS)	0.0	$4.4k		160.00	27.73	View chart
Warner Bros Common Stock (WBD)	0.0	$4.3k		403.00	10.73	View chart
Avantis U S MF Closed and MF Open (AVUS)	0.0	$4.2k		45.00	92.38	View chart
General Dynamics Common Stock (GD)	0.0	$4.1k		15.00	272.60	View chart
Newmont Corp Common Stock (NEM)	0.0	$4.1k		84.00	48.29	View chart
Lithium Amers Common Stock (LAC)	0.0	$4.1k		1.5k	2.71	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.0	$4.0k		144.00	27.96	View chart
Wk Kellogg Common Stock (KLG)	0.0	$4.0k	NEW	200.00	19.93	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.0	$3.9k		67.00	58.94	View chart
Crown Castle Common Stock (CCI)	0.0	$3.8k		36.00	104.22	View chart
Vanguard Ftse MF Closed and MF Open (VEU)	0.0	$3.7k	-51%	61.00	60.66	View chart
Iac Common Stock (IAC)	0.0	$3.7k		80.00	45.94	View chart
Joby Aviation Common Stock (JOBY)	0.0	$3.6k		600.00	6.02	View chart
Quidelortho Corp Common Stock (QDEL)	0.0	$3.5k		100.00	34.97	View chart
Baxter Intl Common Stock (BAX)	0.0	$3.4k	NEW	100.00	34.23	View chart
Intellia Therapeutics Common Stock (NTLA)	0.0	$3.4k		480.00	7.11	View chart
Matthews Intl Corp Cl A Common Stock (MATW)	0.0	$3.4k		153.00	22.24	View chart
Madison Square Common Stock (MSGS)	0.0	$3.3k		17.00	194.71	View chart
Constellation Energy Common Stock (CEG)	0.0	$3.2k		16.00	201.62	View chart
Diageo Common Stock (DEO)	0.0	$3.1k		30.00	104.80	View chart
Sila Realty Common Stock (SILA)	0.0	$3.1k	NEW	117.00	26.71	View chart
Trump Media Common Stock (DJT)	0.0	$3.0k		156.00	19.54	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBRE)	0.0	$3.0k	NEW	32.00	94.00	View chart
Ishares Future MF Closed and MF Open (ARTY)	0.0	$2.9k	NEW	91.00	31.45	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.0	$2.7k	-96%	138.00	19.78	View chart
Cardinal Health Common Stock (CAH)	0.0	$2.5k	NEW	18.00	137.78	View chart
Siren Nasdaq MF Closed and MF Open (BLCN)	0.0	$2.4k		128.00	19.13	View chart
Centerpoint Energy Common Stock (CNP)	0.0	$2.3k		64.00	36.23	View chart
Spdr Bloomberg MF Closed and MF Open (BIL)	0.0	$2.3k	NEW	25.00	91.72	View chart
Exelon Corp Common Stock (EXC)	0.0	$2.3k		49.00	46.08	View chart
Inspire Small MF Closed and MF Open (ISMD)	0.0	$2.2k		63.00	34.13	View chart
Firstenergy Corp Common Stock (FE)	0.0	$2.1k		53.00	40.42	View chart
Albemarle Corp Common Stock (ALB)	0.0	$2.0k		28.00	72.04	View chart
T Rowe MF Closed and MF Open (TCAF)	0.0	$2.0k	+19%	62.00	32.27	View chart
Travelers Cos Common Stock (TRV)	0.0	$1.9k	NEW	7.00	264.43	View chart
Schwab Fundamental MF Closed and MF Open (FNDX)	0.0	$1.8k	-92%	78.00	23.62	View chart
Dell Technologies Common Stock (DELL)	0.0	$1.7k		19.00	91.16	View chart
Vaneck Jr MF Closed and MF Open (GDXJ)	0.0	$1.6k		28.00	57.21	View chart
Kraft Heinz Common Stock (KHC)	0.0	$1.5k	+48%	49.00	30.43	View chart
Canadian Solar Common Stock (CSIQ)	0.0	$1.4k		167.00	8.65	View chart
Zim Integrated Common Stock (ZIM)	0.0	$1.4k		97.00	14.59	View chart
BP Common Stock (BP)	0.0	$1.4k		40.00	33.80	View chart
Citigroup Common Stock (C)	0.0	$1.3k	+375%	19.00	71.00	View chart
Goldman Sachs MF Closed and MF Open (AAAU)	0.0	$1.3k	NEW	43.00	30.88	View chart
Schwab Fundamental MF Closed and MF Open (FNDE)	0.0	$1.3k	NEW	43.00	30.79	View chart
Invesco Optimum MF Closed and MF Open (PDBC)	0.0	$1.2k	NEW	90.00	13.63	View chart
Marriott Vacations Common Stock (VAC)	0.0	$1.2k		19.00	64.26	View chart
Airbnb Common Stock (ABNB)	0.0	$1.2k		10.00	119.50	View chart
Advance Auto Common Stock (AAP)	0.0	$1.2k		30.00	39.20	View chart
Bio-techne Common Stock (TECH)	0.0	$1.2k		20.00	58.65	View chart
Schwab Fundamental MF Closed and MF Open (FNDA)	0.0	$1.2k	NEW	42.00	27.38	View chart
Wisdomtree India MF Closed and MF Open (EPI)	0.0	$1.1k	NEW	26.00	43.69	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$1.1k		14.00	80.71	View chart
Corning Common Stock (GLW)	0.0	$1.1k		24.00	45.79	View chart
Masterbrand Common Stock (MBC)	0.0	$1.0k		80.00	13.06	View chart
Takeda Pharmaceutical Common Stock (TAK)	0.0	$1.0k	NEW	70.00	14.87	View chart
Vodafone Group Common Stock (VOD)	0.0	$1.0k		109.00	9.38	View chart
Equity Lifestyle Common Stock (ELS)	0.0	$1.0k		15.00	66.73	View chart
Ftai Infrastructure Common Stock (FIP)	0.0	$906.000000		200.00	4.53	View chart
Cheesecake Factory Common Stock (CAKE)	0.0	$779.000000	-90%	16.00	48.69	View chart
Brighthouse Financial Common Stock (BHF)	0.0	$754.000000	+85%	13.00	58.00	View chart
Amplify Alternative MF Closed and MF Open	0.0	$741.000000	NEW	38.00	19.50	View chart
Schwab Us MF Closed and MF Open (SCHA)	0.0	$702.999000	NEW	30.00	23.43	View chart
Quest Diagnostics Common Stock (DGX)	0.0	$677.000000		4.00	169.25	View chart
Vanguard Mid MF Closed and MF Open (VOE)	0.0	$642.000000	NEW	4.00	160.50	View chart
Associated Banc Common Stock (ASB)	0.0	$630.000000		28.00	22.50	View chart
Fifth Third Common Stock (FITB)	0.0	$510.000400	NEW	13.00	39.23	View chart
Twin Disc Common Stock (TWIN)	0.0	$500.002800		66.00	7.58	View chart
Orchid Island Common Stock (ORC)	0.0	$496.003200		66.00	7.52	View chart
Pinnacle West Common Stock (PNW)	0.0	$476.000000		5.00	95.20	View chart
Restaurant Brands Common Stock (QSR)	0.0	$400.000200		6.00	66.67	View chart
Wendys Common Stock (WEN)	0.0	$394.999200		27.00	14.63	View chart
Nike Common Stock (NKE)	0.0	$381.000000	-91%	6.00	63.50	View chart
Quantumscape Corp Common Stock (QS)	0.0	$333.000000		80.00	4.16	View chart
Lumen Technologies Common Stock (LUMN)	0.0	$263.001800		67.00	3.93	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$196.000000		2.00	98.00	View chart
Mattel Common Stock (MAT)	0.0	$194.000000	NEW	10.00	19.40	View chart
Lands End Common Stock (LE)	0.0	$193.000100		19.00	10.16	View chart
Uranium Energy Common Stock (UEC)	0.0	$158.000700		33.00	4.79	View chart
Acco Brands Common Stock (ACCO)	0.0	$75.000600		18.00	4.17	View chart
Zimvie Common Stock (ZIMV)	0.0	$43.000000		4.00	10.75	View chart
Crescent Energy Common Stock (CRGY)	0.0	$33.999900	NEW	3.00	11.33	View chart
Avanos Medical Common Stock (AVNS)	0.0	$29.000000		2.00	14.50	View chart
Qvc Group Common Stock	0.0	$3.000000		15.00	0.20	View chart
Proshares Ultra MF Closed and MF Open (SSO)	0.0	$0	NEW	0	0.00	View chart
Direxion Daily MF Closed and MF Open (TMF)	0.0	$0	NEW	0	0.00	View chart

Past Filings by IAG Wealth Partners

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

IAG Wealth Partners 2025 Q1 filed April 16, 2025
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

View all past filings

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