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

Companies in the IAG Wealth Partners portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Portfolio MF Closed and MF Open (SPLG) 11.1 $31M +4% 613k 50.33
Ishares Core MF Closed and MF Open (IVV) 10.4 $29M -3% 67k 429.93
Spdr Portfolio MF Closed and MF Open (SPDW) 10.4 $29M +4% 788k 36.79
Goldman Sachs MF Closed and MF Open (GSLC) 8.2 $23M 266k 86.03
Goldman Sachs MF Closed and MF Open (GSIE) 6.5 $18M +10% 520k 34.93
Wisdomtree U S MF Closed and MF Open (DLN) 5.8 $16M +2% 134k 120.32
Wisdomtree U S MF Closed and MF Open (DON) 5.1 $14M 335k 41.95
Lattice Hartford MF Closed and MF Open (RODM) 4.2 $12M -4% 385k 30.71
Spdr Portfolio MF Closed and MF Open (SPTM) 3.9 $11M -10% 206k 52.97
Vanguard Dividend MF Closed and MF Open (VIG) 3.9 $11M 70k 154.79
Ishares Msci MF Closed and MF Open (MTUM) 3.0 $8.3M -4% 48k 173.43
Janus Detroit MF Closed and MF Open (JSMD) 2.0 $5.5M +6% 81k 67.60
Ishares Core MF Closed and MF Open (AGG) 1.9 $5.4M -2% 47k 115.35
Spdr Portfolio MF Closed and MF Open (SPMD) 1.9 $5.3M -5% 113k 47.21

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Invesco Total MF Closed and MF Open (GTO) 1.7 $4.6M +16% 81k 57.07
Global X MF Closed and MF Open (MLPX) 1.6 $4.4M 121k 36.34
Spdr Series MF Closed and MF Open (MDYV) 1.4 $3.8M -7% 57k 67.53
Spdr Ssga MF Closed and MF Open (SMLV) 1.4 $3.8M -4% 34k 112.59
Spdr Portfolio MF Closed and MF Open (SPSM) 1.1 $3.2M -8% 72k 43.94
Spdr Portfolio MF Closed and MF Open (SPYG) 1.1 $3.0M -4% 47k 62.98
Goldman Sachs MF Closed and MF Open (GEM) 1.0 $2.9M +15% 70k 40.82
Spdr Portfolio MF Closed and MF Open (SPYV) 0.8 $2.3M -7% 57k 39.55
Wisdomtree U S MF Closed and MF Open (DES) 0.8 $2.1M -6% 67k 31.90
Janus Detroit MF Closed and MF Open (JSML) 0.6 $1.8M -8% 26k 68.44
Schwab Us MF Closed and MF Open (SCHM) 0.6 $1.7M -8% 22k 78.29
Vanguard Ftse MF Closed and MF Open (VSS) 0.6 $1.5M 11k 136.45
Vanguard Total MF Closed and MF Open (VTI) 0.5 $1.5M -15% 6.8k 222.94
Ishares Core MF Closed and MF Open (USRT) 0.5 $1.4M -7% 24k 58.35
Spdr Series MF Closed and MF Open (MDYG) 0.5 $1.3M -5% 17k 77.56
John Hancock MF Closed and MF Open (JHMM) 0.5 $1.3M +10% 25k 51.85
Invesco Exchange MF Closed and MF Open (SPMO) 0.4 $1.2M +1184% 20k 59.37
Ishares Core MF Closed and MF Open (IEMG) 0.3 $974k 15k 67.02
Wisdomtree Intl MF Closed and MF Open (DLS) 0.3 $956k -8% 13k 74.69
Apple Common Stock (AAPL) 0.3 $772k 5.6k 137.05
Wisdomtree Yield MF Closed and MF Open (AGGY) 0.3 $712k -7% 14k 52.23
Spdr Msci MF Closed and MF Open (CWI) 0.2 $562k +142% 19k 30.22
First Trust MF Closed and MF Open (FVD) 0.2 $506k -5% 13k 39.84
X Trackers MF Closed and MF Open (DBEF) 0.2 $477k 13k 37.57
Ishares Russell MF Closed and MF Open (IWF) 0.2 $440k -5% 1.6k 271.94
Ishares Russell MF Closed and MF Open (IWM) 0.1 $319k -3% 1.4k 229.50
First Trust MF Closed and MF Open (FEX) 0.1 $295k -4% 3.4k 85.93
Fidelity National Common Stock (FIS) 0.1 $288k 2.0k 141.66
Select Sector MF Closed and MF Open (XLRE) 0.1 $275k +4% 6.2k 44.39
Schwab Us MF Closed and MF Open (SCHV) 0.1 $258k 3.8k 68.53
Ishares Core MF Closed and MF Open (IJR) 0.1 $234k -26% 2.1k 113.37
Ishares Msci MF Closed and MF Open (SUSA) 0.1 $229k 2.4k 95.82
Amazon Common Stock (AMZN) 0.1 $228k 66.00 3454.55
Pepsico Common Stock (PEP) 0.1 $226k 1.5k 148.68
Oracle Corp Common Stock (ORCL) 0.1 $215k 2.8k 78.07
W P Carey Common Stock (WPC) 0.1 $183k -17% 2.4k 74.85
Merck & Company Common Stock (MRK) 0.1 $182k 2.3k 77.78
Wec Energy Common Stock (WEC) 0.1 $176k 2.0k 88.98
Spdr Series MF Closed and MF Open (SLYV) 0.1 $175k 2.0k 86.12
Vanguard Small MF Closed and MF Open (VB) 0.1 $173k -23% 764.00 226.44
Nuveen Esg MF Closed and MF Open (NUDM) 0.1 $161k +18% 5.1k 31.76
Nvidia Corp Common Stock (NVDA) 0.1 $161k 200.00 805.00
Exact Sciences Common Stock (EXAS) 0.1 $157k 1.3k 124.80
Hormel Foods Common Stock (HRL) 0.1 $154k 3.2k 47.83
Ishares Iboxx MF Closed and MF Open (LQD) 0.1 $150k -44% 1.1k 134.53
SPDR S&P MF Closed and MF Open (SPY) 0.1 $147k 342.00 429.82
Ishares National MF Closed and MF Open (MUB) 0.1 $142k 1.2k 117.84
Jpmorgan Chase Common Stock (JPM) 0.0 $138k 887.00 155.58
Ishares Core MF Closed and MF Open (IJH) 0.0 $136k -9% 504.00 269.84
United Parcel Common Stock (UPS) 0.0 $134k -4% 640.00 209.38
Dimensional Us MF Closed and MF Open (DFUS) 0.0 $132k NEW 2.8k 47.35
Procter & Gamble Common Stock (PG) 0.0 $129k 953.00 135.36
Schwab Us MF Closed and MF Open (SCHX) 0.0 $127k 1.2k 104.44
Avantis Intl MF Closed and MF Open (AVDV) 0.0 $122k NEW 1.9k 64.82
Paypal Holdings Common Stock (PYPL) 0.0 $121k -16% 415.00 291.57
Eli Lilly Common Stock (LLY) 0.0 $121k +23% 526.00 230.04
At&t Common Stock (T) 0.0 $121k -9% 4.2k 28.82
Spdr Series MF Closed and MF Open (SDY) 0.0 $112k 914.00 122.54
Chevron Corp Common Stock (CVX) 0.0 $110k -27% 1.1k 104.76
Verizon Communications Common Stock (VZ) 0.0 $103k +28% 1.8k 56.53
Johnson & Johnson Common Stock (JNJ) 0.0 $101k 612.00 165.03
Ishares S&p MF Closed and MF Open (IUSG) 0.0 $95k 934.00 101.71
Facebook Common Stock (FB) 0.0 $92k -55% 263.00 349.81
Grainger W W Common Stock (GWW) 0.0 $91k 207.00 439.61
Ishares Russell MF Closed and MF Open (IWD) 0.0 $87k 545.00 159.63
Spdr Gold Common Stock (GLD) 0.0 $86k +3% 516.00 166.67
Ark Next MF Closed and MF Open (ARKW) 0.0 $86k 552.00 155.80
Ishares Core MF Closed and MF Open (IXUS) 0.0 $86k 1.2k 73.82
Tesla Common Stock (TSLA) 0.0 $85k 125.00 680.00
3m Company Common Stock (MMM) 0.0 $85k +30% 426.00 199.53
Ishares Msci MF Closed and MF Open (USMV) 0.0 $85k -62% 1.1k 74.17
Wisdomtree Trust MF Closed and MF Open (IHDG) 0.0 $83k 1.9k 44.36
First Trust MF Closed and MF Open (UCON) 0.0 $81k 3.0k 26.82
Microsoft Corp Common Stock (MSFT) 0.0 $81k +5% 299.00 270.90
Wisdomtree Defa MF Closed and MF Open (DWM) 0.0 $79k 1.4k 54.67
Berkshire Hathaway Common Stock (BRK.B) 0.0 $79k 284.00 278.17
Wheaton Precious Common Stock (WPM) 0.0 $77k 1.7k 44.13
Vanguard Value MF Closed and MF Open (VTV) 0.0 $77k +362% 555.00 138.74
Ameren Corp Common Stock (AEE) 0.0 $76k +46% 946.00 80.34
Ishares Gold Common Stock (IAU) 0.0 $75k NEW 2.2k 33.81
Nuveen Esg MF Closed and MF Open (NUSC) 0.0 $73k +9% 1.6k 45.57
Ppg Industries Common Stock (PPG) 0.0 $71k 418.00 169.86
Vanguard S&p MF Closed and MF Open (VOO) 0.0 $71k -4% 179.00 396.65
Mcdonalds Corp Common Stock (MCD) 0.0 $70k 300.00 233.33
Mge Energy Common Stock (MGEE) 0.0 $70k 928.00 75.43
Ark Autonomous MF Closed and MF Open (ARKQ) 0.0 $69k 797.00 86.57
Ark Innovation MF Closed and MF Open (ARKK) 0.0 $69k 527.00 130.93
Thermo Fisher Common Stock (TMO) 0.0 $66k +10% 129.00 511.63
Abbvie Common Stock (ABBV) 0.0 $66k +21% 585.00 112.82
Spdr Series MF Closed and MF Open (SLYG) 0.0 $62k NEW 696.00 89.08
Vanguard Growth MF Closed and MF Open (VUG) 0.0 $62k NEW 214.00 289.72
Invesco Qqq MF Closed and MF Open (QQQ) 0.0 $61k 170.00 358.82
Vanguard Ftse MF Closed and MF Open (VEU) 0.0 $61k +8% 959.00 63.61
Rockwell Automation Common Stock (ROK) 0.0 $59k +10% 206.00 286.41
Welltower Common Stock (WELL) 0.0 $59k +4% 700.00 84.29
Invesco Exchange MF Closed and MF Open (SPLV) 0.0 $59k -18% 959.00 61.52
Invesco National MF Closed and MF Open (PZA) 0.0 $59k 2.2k 27.40
Quad Graphics Common Stock (QUAD) 0.0 $57k 14k 4.20
Amgen Common Stock (AMGN) 0.0 $56k 229.00 244.54
Harley Davidson Common Stock (HOG) 0.0 $55k 1.2k 45.87
Ishares Europe MF Closed and MF Open (IEV) 0.0 $55k 1.0k 54.03
Byline Bancorp Common Stock (BY) 0.0 $54k NEW 2.4k 22.98
Invesco S&p MF Closed and MF Open (RSP) 0.0 $52k -29% 342.00 152.05
Sector Healthcare MF Closed and MF Open (XLV) 0.0 $51k +30% 403.00 126.55
Applied Materials Common Stock (AMAT) 0.0 $51k 355.00 143.66
Scripps E W Common Stock (SSP) 0.0 $51k -50% 2.5k 20.40
Everest Reinsurance Common Stock (RE) 0.0 $51k 202.00 252.48
Evolus Common Stock (EOLS) 0.0 $48k 3.8k 12.72
Ishares Core MF Closed and MF Open (ITOT) 0.0 $48k -6% 482.00 99.59
Ishares Msci MF Closed and MF Open (MCHI) 0.0 $47k 560.00 83.93
Alibaba Group Common Stock (BABA) 0.0 $47k 203.00 231.53
Laredo Petroleum Common Stock (LPI) 0.0 $47k 500.00 94.00
Oge Energy Corp Common Stock (OGE) 0.0 $44k 1.3k 34.35
Fiserv Common Stock (FISV) 0.0 $44k 405.00 108.64
Union Pacific Corp Common Stock (UNP) 0.0 $44k 200.00 220.00
Visa Common Stock (V) 0.0 $44k 185.00 237.84
Abbott Laboratories Common Stock (ABT) 0.0 $43k +36% 371.00 115.90
Western Asset MF Closed and MF Open (MMU) 0.0 $43k NEW 3.1k 13.68
Pioneer Natural Common Stock (PXD) 0.0 $43k 264.00 162.88
Generac Holdings Common Stock (GNRC) 0.0 $42k 100.00 420.00
Bce Common Stock (BCE) 0.0 $42k 842.00 49.88
Ishares Russell MF Closed and MF Open (IWP) 0.0 $41k 358.00 114.53
Cisco Systems Common Stock (CSCO) 0.0 $40k NEW 740.00 54.05
Kimberly Clark Common Stock (KMB) 0.0 $40k +22% 298.00 134.23
Anthem Common Stock (ANTM) 0.0 $40k 104.00 384.62
Ford Motor Common Stock (F) 0.0 $39k 2.6k 15.04
Energy Transfer Oil & Gas, Real Estate and REIT (ET) 0.0 $39k +18% 3.6k 10.90
Lockheed Martin Common Stock (LMT) 0.0 $39k 101.00 386.14
First Trust MF Closed and MF Open (QCLN) 0.0 $38k -9% 545.00 69.72
Vanguard Mid MF Closed and MF Open (VO) 0.0 $38k 157.00 242.04
Exxon Mobil Common Stock (XOM) 0.0 $38k 600.00 63.33
Southern Company Common Stock (SO) 0.0 $37k +31% 607.00 60.96
Ishares Silver Common Stock (SLV) 0.0 $36k 1.5k 24.73
Wisdomtree U S MF Closed and MF Open (DTD) 0.0 $36k -33% 298.00 120.81
Canadian National Common Stock (CNI) 0.0 $36k 339.00 106.19
Becton Dickinson Common Stock (BDX) 0.0 $36k 148.00 243.24
Ishares U S MF Closed and MF Open (IHF) 0.0 $35k 128.00 273.44
SPDR S&P MF Closed and MF Open (MDY) 0.0 $34k -15% 68.00 500.00
Eog Resources Common Stock (EOG) 0.0 $34k 404.00 84.16
FS KKR Common Stock (FSK) 0.0 $34k NEW 1.5k 21.95
Automatic Data Common Stock (ADP) 0.0 $33k 166.00 198.80
Ark Genomic MF Closed and MF Open (ARKG) 0.0 $33k 351.00 94.02
Ishares Esg MF Closed and MF Open (ESGD) 0.0 $33k 409.00 80.68
Waste Management Common Stock (WM) 0.0 $33k +4% 235.00 140.43
Vanguard Russell MF Closed and MF Open (VONE) 0.0 $32k 158.00 202.53
Walt Disney Common Stock (DIS) 0.0 $31k 174.00 178.16
Alphabet Common Stock (GOOGL) 0.0 $30k +33% 12.00 2500.00
Bank Montreal Common Stock (BMO) 0.0 $30k +331% 289.00 103.81
Gilead Sciences Common Stock (GILD) 0.0 $30k 434.00 69.12
Home Depot Common Stock (HD) 0.0 $29k 88.00 329.55
Electronic Arts Common Stock (EA) 0.0 $29k 200.00 145.00
Janus Henderson MF Closed and MF Open (VNLA) 0.0 $28k -42% 539.00 51.95
Proshares Trust MF Closed and MF Open (NOBL) 0.0 $28k 300.00 93.33
Vanguard Real MF Closed and MF Open (VNQ) 0.0 $27k -20% 260.00 103.85
Sector Consumer MF Closed and MF Open (XLP) 0.0 $27k -26% 385.00 70.13
Metlife Common Stock (MET) 0.0 $27k +457% 446.00 60.54
Prudential Financial Common Stock (PRU) 0.0 $25k 235.00 106.38
Spdr Series MF Closed and MF Open (XNTK) 0.0 $25k 155.00 161.29
Novavax Common Stock (NVAX) 0.0 $25k 114.00 219.30
SPDR S&P MF Closed and MF Open (XHE) 0.0 $25k +89% 189.00 132.28
General Motors Common Stock (GM) 0.0 $25k 417.00 59.95
Medtronic Common Stock (MDT) 0.0 $24k 191.00 125.65
Nuveen Esg MF Closed and MF Open (NUBD) 0.0 $24k +20% 918.00 26.14
Unilever Common Stock (UL) 0.0 $24k 400.00 60.00
Vanguard Small MF Closed and MF Open (VBK) 0.0 $24k NEW 80.00 300.00
Texas Instruments Common Stock (TXN) 0.0 $24k 121.00 198.35
Bristol Myers Common Stock (BMY) 0.0 $23k 335.00 68.66
Altria Group Common Stock (MO) 0.0 $23k 472.00 48.73
X Trackers MF Closed and MF Open (SNPE) 0.0 $23k 586.00 39.25
Enterprise Products Oil & Gas, Real Estate and REIT (EPD) 0.0 $22k -47% 904.00 24.34
Invesco India MF Closed and MF Open (PIN) 0.0 $22k 826.00 26.63
Roper Technologies Common Stock (ROP) 0.0 $22k 45.00 488.89
Vanguard Small MF Closed and MF Open (VBR) 0.0 $22k NEW 125.00 176.00
Epam Systems Common Stock (EPAM) 0.0 $21k 40.00 525.00
Costco Wholesale Common Stock (COST) 0.0 $21k 53.00 396.23
Lowes Companies Common Stock (LOW) 0.0 $21k 108.00 194.44
Yum Brands Common Stock (YUM) 0.0 $21k 178.00 117.98
Ishares Aerospace MF Closed and MF Open (ITA) 0.0 $20k 176.00 113.64
Emerson Electric Common Stock (EMR) 0.0 $20k 200.00 100.00
American Tower Common Stock (AMT) 0.0 $20k 71.00 281.69
Vail Resorts Common Stock (MTN) 0.0 $19k -25% 60.00 316.67
Sprott Physical MF Closed and MF Open (CEF) 0.0 $19k 1.0k 19.00
Ecolab Common Stock (ECL) 0.0 $18k 83.00 216.87
Ishares Msci MF Closed and MF Open (EFG) 0.0 $18k 160.00 112.50
Comcast Corp Common Stock (CMCSA) 0.0 $18k 310.00 58.06
Intel Corp Common Stock (INTC) 0.0 $18k -20% 310.00 58.06
Invesco Purebeta MF Closed and MF Open (PBUS) 0.0 $18k NEW 407.00 44.23
Vaneck Vectors MF Closed and MF Open (VNM) 0.0 $17k 775.00 21.94
U S Bancorp De Common Stock (USB) 0.0 $17k +13% 283.00 60.07
Lcnb Corp Common Stock (LCNB) 0.0 $17k 1.0k 17.00
Ishares Expanded MF Closed and MF Open (IGM) 0.0 $17k 42.00 404.76
Sherwin Williams Common Stock (SHW) 0.0 $17k +200% 60.00 283.33
First Trust MF Closed and MF Open (FPXI) 0.0 $17k 244.00 69.67
Delta Airlines Common Stock (DAL) 0.0 $17k 387.00 43.93
Parker-hannifin Corp Common Stock (PH) 0.0 $16k 50.00 320.00
Ishares Msci MF Closed and MF Open (INDA) 0.0 $16k 340.00 47.06
Etf Defiance MF Closed and MF Open (FIVG) 0.0 $16k 420.00 38.10
Nuveen Esg MF Closed and MF Open (NUMV) 0.0 $16k 414.00 38.65
Adobe Common Stock (ADBE) 0.0 $15k 25.00 600.00
Watts Water Common Stock (WTS) 0.0 $15k -33% 100.00 150.00
General Electric Common Stock 0.0 $15k -40% 1.1k 13.66
Vanguard Municipal MF Closed and MF Open (VTEB) 0.0 $15k 263.00 57.03
Ishares Esg MF Closed and MF Open (ESML) 0.0 $15k 359.00 41.78
Novo Nordisk Common Stock (NVO) 0.0 $14k 163.00 85.89
Jpmorgan Betabuilders MF Closed and MF Open (BBCA) 0.0 $14k NEW 215.00 65.12
Walmart Common Stock (WMT) 0.0 $14k 94.00 148.94
Tjx Cos Common Stock (TJX) 0.0 $14k 200.00 70.00
Ormat Technologies Common Stock (ORA) 0.0 $14k 200.00 70.00
Nuveen Esg MF Closed and MF Open (NUMG) 0.0 $14k 248.00 56.45
Cvs Health Common Stock (CVS) 0.0 $14k 161.00 86.96
First Majestic Common Stock (AG) 0.0 $13k 765.00 16.99
L3harris Technologies Common Stock (LHX) 0.0 $13k -31% 60.00 216.67
Iron Mountain Common Stock (IRM) 0.0 $13k 295.00 44.07
Archer Daniels Common Stock (ADM) 0.0 $13k 200.00 65.00
Quidel Corp Common Stock (QDEL) 0.0 $13k 100.00 130.00
Vanguard Mid MF Closed and MF Open (VOT) 0.0 $13k 52.00 250.00
Alphabet Common Stock (GOOG) 0.0 $13k 5.00 2600.00
Principal Millennials MF Closed and MF Open (GENY) 0.0 $13k 193.00 67.36
Exchange Traded MF Closed and MF Open (ROBO) 0.0 $13k 188.00 69.15
Main Street MF Closed and MF Open (MAIN) 0.0 $13k 300.00 43.33
Vaneck Vectors MF Closed and MF Open (GDX) 0.0 $13k +64% 381.00 34.12
B2gold Corp Common Stock (BTG) 0.0 $13k +200% 3.0k 4.33
United Airlines Common Stock (UAL) 0.0 $12k 222.00 54.05
Church & Dwight Common Stock (CHD) 0.0 $12k 140.00 85.71
First Trust MF Closed and MF Open (FTCS) 0.0 $12k NEW 151.00 79.47
Boeing Company Common Stock (BA) 0.0 $12k -33% 50.00 240.00
Capital One Common Stock (COF) 0.0 $12k -31% 75.00 160.00
Diageo Common Stock (DEO) 0.0 $12k -27% 60.00 200.00
Constellation Brands Common Stock (STZ) 0.0 $12k 50.00 240.00
World Wrestling Common Stock (WWE) 0.0 $12k 200.00 60.00
Lpl Financial Common Stock (LPLA) 0.0 $12k 83.00 144.58
Jpmorgan Betabuilders MF Closed and MF Open (BBJP) 0.0 $12k NEW 206.00 58.25
Invesco Purebeta MF Closed and MF Open (PBSM) 0.0 $12k NEW 280.00 42.86
Ishares U S MF Closed and MF Open (IYE) 0.0 $11k 364.00 30.22
Qualcomm Common Stock (QCOM) 0.0 $11k 70.00 157.14
Vanguard Ftse MF Closed and MF Open (VPL) 0.0 $11k 123.00 89.43
Advance Auto Common Stock (AAP) 0.0 $11k 50.00 220.00
Vanguard Ftse MF Closed and MF Open (VGK) 0.0 $11k 160.00 68.75
Vanguard High MF Closed and MF Open (VYM) 0.0 $11k 100.00 110.00
Idexx Labs Common Stock (IDXX) 0.0 $11k 17.00 647.06
Vanguard Fste MF Closed and MF Open (VWO) 0.0 $11k 193.00 56.99
Infosys Common Stock (INFY) 0.0 $11k 496.00 22.18
Ishares Msci MF Closed and MF Open (EIDO) 0.0 $11k 518.00 21.24
Waterstone Financial Common Stock (WSBF) 0.0 $11k NEW 549.00 20.04
Dnp Select MF Closed and MF Open (DNP) 0.0 $10k 870.00 11.49
Airbnb Common Stock (ABNB) 0.0 $10k 60.00 166.67
Vanguard Total MF Closed and MF Open (BND) 0.0 $10k -22% 111.00 90.09
British Amern Common Stock (BTI) 0.0 $10k NEW 250.00 40.00
Otter Tail Common Stock (OTTR) 0.0 $10k NEW 200.00 50.00
Ishares Msci MF Closed and MF Open (ECNS) 0.0 $10k 160.00 62.50
Fulgent Genetics Common Stock (FLGT) 0.0 $10k -33% 100.00 100.00
Ishares Iboxx MF Closed and MF Open (HYG) 0.0 $10k 112.00 89.29
Ishares Tips MF Closed and MF Open (TIP) 0.0 $10k 76.00 131.58
Coca Cola Company Common Stock (KO) 0.0 $10k 172.00 58.14
Etfmg Alternative MF Closed and MF Open (MJ) 0.0 $10k 468.00 21.37
Intuit Common Stock (INTU) 0.0 $9.0k NEW 17.00 529.41
Discover Financial Common Stock (DFS) 0.0 $9.0k 75.00 120.00
Ishares Russell MF Closed and MF Open (IWB) 0.0 $9.0k 37.00 243.24
Fidelity Covington MF Closed and MF Open (FVAL) 0.0 $9.0k NEW 168.00 53.57
Dimensional Us MF Closed and MF Open (DFAT) 0.0 $9.0k NEW 189.00 47.62
Nuveen Emerging MF Closed and MF Open (JEMD) 0.0 $8.0k 887.00 9.02
Lumen Technologies Common Stock (LUMN) 0.0 $8.0k -55% 552.00 14.49
Canopy Growth Common Stock (CGC) 0.0 $8.0k 300.00 26.67
Invesco Balanced MF Closed and MF Open (PSMB) 0.0 $8.0k NEW 441.00 18.14
Advanced Micro Common Stock (AMD) 0.0 $8.0k 76.00 105.26
Canadian Solar Common Stock (CSIQ) 0.0 $8.0k 167.00 47.90
Danaher Corp Common Stock (DHR) 0.0 $8.0k +625% 29.00 275.86
Penn National Common Stock (PENN) 0.0 $8.0k 100.00 80.00
Pilgrims Pride Common Stock (PPC) 0.0 $8.0k 320.00 25.00
Fortune Brands Common Stock (FBHS) 0.0 $8.0k 80.00 100.00
Zoom Video Common Stock (ZM) 0.0 $8.0k 20.00 400.00
Crown Castle Common Stock (CCI) 0.0 $8.0k 36.00 222.22
Wisdomtree Japan MF Closed and MF Open (DFJ) 0.0 $8.0k 95.00 84.21
Kratos Defense Common Stock (KTOS) 0.0 $8.0k -15% 275.00 29.09
Ingredion Common Stock (INGR) 0.0 $8.0k 85.00 94.12
Walgreens Boots Common Stock (WBA) 0.0 $8.0k 150.00 53.33
Macerich Company Common Stock (MAC) 0.0 $8.0k 385.00 20.78
Organon & Co Common Stock (OGN) 0.0 $8.0k NEW 234.00 34.19
Aurora Cannabis Common Stock (ACB) 0.0 $7.0k 710.00 9.86
Orbital Energy Common Stock (OEG) 0.0 $7.0k +45% 1.5k 4.83
Arena Pharmaceuticals Common Stock (ARNA) 0.0 $7.0k 92.00 76.09
Splunk Common Stock (SPLK) 0.0 $7.0k NEW 43.00 162.79
Zimmer Biomet Common Stock (ZBH) 0.0 $7.0k 40.00 175.00
Pembina Pipeline Common Stock (PBA) 0.0 $7.0k -33% 200.00 35.00
Fortress Transportation Common Stock (FTAI) 0.0 $7.0k 200.00 35.00
Broadcom Common Stock (AVGO) 0.0 $7.0k +133% 14.00 500.00
Growgeneration Corp Common Stock (GRWG) 0.0 $7.0k 125.00 56.00
Siren Nasdaq MF Closed and MF Open (BLCN) 0.0 $7.0k NEW 128.00 54.69
Xilinx Common Stock (XLNX) 0.0 $7.0k 48.00 145.83
Gabelli Multimedia MF Closed and MF Open (GGT) 0.0 $6.0k 470.00 12.77
Matthews Intl Corp Cl A Common Stock (MATW) 0.0 $6.0k 153.00 39.22
Madison Square Common Stock (MSGS) 0.0 $6.0k 33.00 181.82
Invesco Kbw MF Closed and MF Open (KBWR) 0.0 $6.0k 95.00 63.16
Southwest Airlines Common Stock (LUV) 0.0 $6.0k -23% 100.00 60.00
Allison Transmission Common Stock (ALSN) 0.0 $6.0k 150.00 40.00
Waste Connections Common Stock (WCN) 0.0 $6.0k NEW 50.00 120.00
Ionis Pharmaceuticals Common Stock (IONS) 0.0 $6.0k NEW 135.00 44.44
Northern Lights MF Closed and MF Open (FFTG) 0.0 $6.0k NEW 195.00 30.77
Carrier Global Common Stock (CARR) 0.0 $5.0k -34% 91.00 54.95
Continental Resources Common Stock (CLR) 0.0 $5.0k 120.00 41.67
Kinder Morgan Common Stock (KMI) 0.0 $5.0k -71% 266.00 18.80
Schwab Us MF Closed and MF Open (SCHD) 0.0 $5.0k 66.00 75.76
Mattel Common Stock (MAT) 0.0 $5.0k 200.00 25.00
Salesforce.com Common Stock (CRM) 0.0 $5.0k 20.00 250.00
Neogenomics Common Stock (NEO) 0.0 $5.0k 100.00 50.00
Rada Electronic Common Stock (RADA) 0.0 $5.0k 400.00 12.50
Linde Common Stock (LIN) 0.0 $5.0k NEW 16.00 312.50
Ishares Floating MF Closed and MF Open (FLOT) 0.0 $5.0k NEW 79.00 63.29
Gevo Common Stock (GEVO) 0.0 $5.0k 600.00 8.33
Englobal Corp Common Stock (ENG) 0.0 $4.0k 1.0k 4.00
First Trust MF Closed and MF Open (FEI) 0.0 $4.0k NEW 500.00 8.00
Northrop Grumman Common Stock (NOC) 0.0 $4.0k 9.00 444.44
Kirkland Lake Common Stock (KL) 0.0 $4.0k 97.00 41.24
Carnival Corp Common Stock (CCL) 0.0 $4.0k 120.00 33.33
Zynga Common Stock (ZNGA) 0.0 $4.0k 300.00 13.33
Madison Square Common Stock (MSGE) 0.0 $3.0k 33.00 90.91
Boston Scientific Common Stock (BSX) 0.0 $3.0k 50.00 60.00
Norwegian Cruise Common Stock (NCLH) 0.0 $3.0k 100.00 30.00
Energous Corp Common Stock (WATT) 0.0 $3.0k NEW 1.0k 3.00
Zto Express Common Stock (ZTO) 0.0 $3.0k -50% 75.00 40.00
Electrameccanica Vehs Common Stock (SOLO) 0.0 $3.0k 500.00 6.00
Quantumscape Corp Common Stock (QS) 0.0 $3.0k 80.00 37.50
Bumble Common Stock (BMBL) 0.0 $3.0k 50.00 60.00
Royal Caribbean Common Stock (RCL) 0.0 $3.0k 27.00 111.11
Schwab Emerging MF Closed and MF Open (SCHE) 0.0 $3.0k NEW 88.00 34.09
Ishares Select MF Closed and MF Open (DVY) 0.0 $3.0k NEW 21.00 142.86
Ishares Us MF Closed and MF Open (DIVB) 0.0 $3.0k NEW 51.00 58.82
Vaneck Vectors MF Closed and MF Open (GDXJ) 0.0 $2.0k 28.00 71.43
Target Corp Common Stock (TGT) 0.0 $2.0k NEW 7.00 285.71
BP Common Stock (BP) 0.0 $2.0k 40.00 50.00
Pfizer Common Stock (PFE) 0.0 $2.0k -95% 32.00 62.50
Clorox Company Common Stock (CLX) 0.0 $2.0k 8.00 250.00
Cnh Industrial Common Stock (CNHI) 0.0 $2.0k 100.00 20.00
Fireeye Common Stock (FEYE) 0.0 $2.0k 50.00 40.00
Otis Worldwide Common Stock (OTIS) 0.0 $2.0k 20.00 100.00
Equity Lifestyle Common Stock (ELS) 0.0 $2.0k 15.00 133.33
Firstenergy Corp Common Stock (FE) 0.0 $2.0k 53.00 37.74
Fuelcell Energy Common Stock (FCEL) 0.0 $2.0k 150.00 13.33
Acco Brands Common Stock (ACCO) 0.0 $1.0k 18.00 55.56
Qurate Retail Common Stock (QRTEA) 0.0 $1.0k 15.00 66.67
Lands End Common Stock (LE) 0.0 $1.0k 19.00 52.63
Nike Common Stock (NKE) 0.0 $1.0k 6.00 166.67
Restaurant Brands Common Stock (QSR) 0.0 $1.0k 6.00 166.67
Bank America Common Stock (BAC) 0.0 $1.0k 20.00 50.00
Siebert Financial Common Stock (SIEB) 0.0 $1.0k 100.00 10.00
Citigroup Common Stock (C) 0.0 $1.0k 4.00 250.00
Blucora Common Stock (BCOR) 0.0 $1.0k 10.00 100.00
Avanos Medical Common Stock (AVNS) 0.0 $1.0k 2.00 500.00
Sector Energy MF Closed and MF Open (XLE) 0.0 $999.999900 9.00 111.11
Brighthouse Financial Common Stock (BHF) 0.0 $999.999700 7.00 142.86
Golden Nugget Common Stock (GNOG) 0.0 $999.999700 7.00 142.86
Viatris Common Stock (VTRS) 0.0 $999.999400 -46% 43.00 23.26
Twin Disc Common Stock (TWIN) 0.0 $999.999000 66.00 15.15
Wendys Common Stock (WEN) 0.0 $999.999000 27.00 37.04
Martin Midstream Oil & Gas, Real Estate and REIT (MMLP) 0.0 $999.990000 300.00 3.33

Past Filings by IAG Wealth Partners

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