IAG Wealth Partners

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

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Positions held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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

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

View all past filings