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IAG Wealth Partners

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

Top 5 stock holdings are SPLG, SPDW, DLN, GSLC, MMIT, and represent 35.05% of IAG Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: PULS, HTAB, HAP, NBCM, MMIT, AVDE, GUNR, SPMD, IMCG, GNR.
Started 49 new stock positions in RACE, ALTM, SPHD, SCJ, EP.PC, NVS, IWS, ADI, APA, SDVY.
Reduced shares in these 10 stocks: SPDW (-$9.8M), JMST, GSIE, IVV, GSLC, USFR, VUG, VIG, SPTM, SPYG.
Sold out of its positions in ADM, ARM, BTI, CION, Etf Managers Tr tierra xp latin, EPAM, FR, FIW, FYC, IDT.
IAG Wealth Partners was a net seller of stock by $-928k.
IAG Wealth Partners has $466M in assets under management (AUM), dropping by 6.24%.
Central Index Key (CIK): 0001827261

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Portfolio Holdings for IAG Wealth Partners

IAG Wealth Partners holds 452 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Portfolio MF Closed and MF Open (SPLG)	9.8	$45M		738k	61.53	View chart
Spdr Portfolio MF Closed and MF Open (SPDW)	8.2	$38M	-20%	1.1M	35.84	View chart
Wisdomtree U S MF Closed and MF Open (DLN)	6.0	$28M		390k	72.19	View chart
Goldman Sachs MF Closed and MF Open (GSLC)	5.9	$28M	-2%	265k	103.79	View chart
Indexiq Iq MF Closed and MF Open (MMIT)	5.2	$24M	+6%	991k	24.39	View chart
Wisdomtree U S MF Closed and MF Open (DON)	5.2	$24M		493k	48.77	View chart
Ishares Core MF Closed and MF Open (IVV)	4.9	$23M	-4%	44k	525.73	View chart
Goldman Sachs MF Closed and MF Open (GSIE)	4.1	$19M	-6%	562k	34.29	View chart
Vanguard Growth MF Closed and MF Open (VUG)	3.7	$17M	-3%	50k	344.20	View chart
Vaneck Natural MF Closed and MF Open (HAP)	3.1	$15M	+12%	286k	50.93	View chart
Jp Morgan MF Closed and MF Open (JMUB)	3.1	$15M		287k	50.74	View chart
Spdr Portfolio MF Closed and MF Open (SPTM)	2.6	$12M	-3%	189k	64.15	View chart
Ishares Morningstar MF Closed and MF Open (IMCG)	2.4	$11M	+4%	160k	70.68	View chart
Spdr Msci MF Closed and MF Open (CWI)	2.1	$9.9M		350k	28.40	View chart
Pgim Ultra MF Closed and MF Open (PULS)	2.1	$9.8M	+33%	197k	49.70	View chart
Avantis Intl MF Closed and MF Open (AVDE)	1.9	$8.8M	+18%	138k	63.74	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	1.8	$8.3M	+7%	155k	53.34	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	1.6	$7.5M	-6%	41k	182.61	View chart
Invesco Exchange MF Closed and MF Open (SPHQ)	1.5	$6.8M	-2%	113k	60.42	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	1.4	$6.7M	-4%	92k	73.15	View chart
John Hancock MF Closed and MF Open (JHMM)	1.2	$5.6M		98k	57.38	View chart
Wisdomtree Trust MF Closed and MF Open (DGRW)	1.2	$5.4M	+8%	71k	76.19	View chart
Flexshares Morningstar MF Closed and MF Open (GUNR)	1.1	$5.1M	+14%	124k	41.07	View chart
Lattice Hartford MF Closed and MF Open (RODM)	1.1	$4.9M		176k	28.00	View chart
Spdr Series MF Closed and MF Open (MDYV)	1.0	$4.8M		63k	76.00	View chart
Invesco Total MF Closed and MF Open (GTO)	0.9	$4.4M		94k	46.81	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.9	$4.3M	-2%	85k	50.10	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.8	$3.9M	+9%	90k	43.04	View chart
Avantis Emerging MF Closed and MF Open (AVEM)	0.7	$3.4M	+9%	58k	57.96	View chart
Invesco Russell MF Closed and MF Open (OMFS)	0.7	$3.3M	+13%	88k	37.77	View chart
Ishares Morningstar MF Closed and MF Open (ISCG)	0.7	$3.1M	+4%	66k	46.57	View chart
Spdr Portfolio MF Closed and MF Open (SPAB)	0.7	$3.0M	+4%	120k	25.28	View chart
Janus Detroit MF Closed and MF Open (JSMD)	0.6	$2.7M	-2%	39k	69.92	View chart
Hartford Schroders MF Closed and MF Open (HTAB)	0.5	$2.4M	NEW	122k	19.58	View chart
Spdr Ssga MF Closed and MF Open (SMLV)	0.4	$2.0M	-5%	18k	112.04	View chart
Jp Morgan MF Closed and MF Open (BBSC)	0.4	$1.9M	-8%	31k	62.91	View chart
Spdr Series MF Closed and MF Open (MDYG)	0.4	$1.9M	-6%	22k	87.29	View chart
Nuveen Esg MF Closed and MF Open (NUMG)	0.4	$1.8M	-13%	41k	44.48	View chart
Victoryshares Us MF Closed and MF Open (CSB)	0.4	$1.7M	+10%	31k	56.04	View chart
Dimensional Intl MF Closed and MF Open (DFIS)	0.4	$1.7M	+12%	67k	25.06	View chart
Neuberger Berman MF Closed and MF Open (NBCM)	0.3	$1.6M	+3889%	74k	21.62	View chart
Invesco Msci MF Closed and MF Open (PBUS)	0.3	$1.5M	-6%	30k	52.42	View chart
Wisdomtree U S MF Closed and MF Open (DES)	0.3	$1.5M		46k	32.68	View chart
Schwab Us MF Closed and MF Open (SCHM)	0.3	$1.4M	-10%	18k	81.43	View chart
Avantis Intl MF Closed and MF Open (AVDV)	0.3	$1.3M	-2%	20k	65.86	View chart
Berkshire Hathaway Common Stock (BRK.A)	0.3	$1.3M		2.00	634440.00	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.3	$1.3M		4.9k	259.90	View chart
Spdr Bloomberg MF Closed and MF Open (SJNK)	0.3	$1.2M	+12%	48k	25.22	View chart
Apple Common Stock (AAPL)	0.2	$1.1M	+5%	6.5k	171.49	View chart
Spdr Portfolio MF Closed and MF Open (SPEM)	0.2	$1.1M	+19%	30k	36.19	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.2	$909k	-16%	4.9k	187.35	View chart
Spdr Series MF Closed and MF Open (SLYV)	0.2	$886k	-5%	11k	82.97	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.2	$828k	+38%	2.0k	420.52	View chart
Microsoft Corp Common Stock (MSFT)	0.2	$773k		1.8k	420.65	View chart
Janus Detroit MF Closed and MF Open (JSML)	0.1	$681k	-5%	11k	60.48	View chart
Vanguard Ftse MF Closed and MF Open (VSS)	0.1	$670k	-11%	5.7k	116.84	View chart
Wec Energy Common Stock (WEC)	0.1	$587k	+81%	7.1k	82.12	View chart
Schwab Us MF Closed and MF Open (SCHX)	0.1	$545k	+7%	8.8k	62.06	View chart
Spdr Msci MF Closed and MF Open (SPGM)	0.1	$539k	+6%	9.0k	59.68	View chart
First Trust MF Closed and MF Open (FVD)	0.1	$513k		12k	42.23	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBMC)	0.1	$484k	-5%	5.2k	92.45	View chart
SPDR S&P MF Closed and MF Open (GNR)	0.1	$479k	NEW	8.3k	57.93	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.1	$451k	+33%	1.0k	444.01	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$435k		2.1k	210.30	View chart
Ishares Core MF Closed and MF Open (IJR)	0.1	$399k		3.6k	110.52	View chart
Eli Lilly Common Stock (LLY)	0.1	$394k		506.00	777.96	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.1	$391k		1.2k	337.05	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$379k	-13%	788.00	480.70	View chart
Ishares Core MF Closed and MF Open (IJH)	0.1	$369k	+400%	6.1k	60.74	View chart
Oracle Corp Common Stock (ORCL)	0.1	$346k		2.8k	125.61	View chart
X Trackers MF Closed and MF Open (DBEF)	0.1	$336k		8.2k	40.93	View chart
Spdr Portfolio MF Closed and MF Open (SPSB)	0.1	$331k	+2%	11k	29.77	View chart
Pepsico Common Stock (PEP)	0.1	$302k	+40%	1.7k	175.01	View chart
Wisdomtree Intl MF Closed and MF Open (DLS)	0.1	$296k		4.5k	65.21	View chart
Nvidia Corp Common Stock (NVDA)	0.1	$293k	-24%	324.00	903.56	View chart
Jp Morgan MF Closed and MF Open (JMST)	0.1	$291k	-84%	5.7k	50.74	View chart
Goldman Sachs MF Closed and MF Open (GEM)	0.1	$291k	-16%	9.3k	31.34	View chart
Chevron Corp Common Stock (CVX)	0.1	$287k		1.8k	157.74	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.1	$279k	-67%	5.5k	50.29	View chart
SPDR S&P MF Closed and MF Open (SPY)	0.1	$278k	+55%	531.00	522.58	View chart
Occidental Petroleum Common Stock (OXY)	0.1	$260k		4.0k	64.99	View chart
Home Depot Common Stock (HD)	0.1	$255k	+6%	664.00	383.60	View chart
Schwab Us MF Closed and MF Open (SCHV)	0.1	$253k		3.3k	75.98	View chart
Amazon Common Stock (AMZN)	0.1	$242k	+7%	1.3k	180.38	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$241k	-9%	4.8k	50.17	View chart
Merck & Company Common Stock (MRK)	0.1	$236k		1.8k	131.95	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$233k	+99%	827.00	281.95	View chart
Vanguard Small MF Closed and MF Open (VB)	0.0	$232k		1.0k	228.59	View chart
Exxon Mobil Common Stock (XOM)	0.0	$214k	+684%	1.8k	116.24	View chart
Abbvie Common Stock (ABBV)	0.0	$212k	+57%	1.2k	182.17	View chart
Ishares Msci MF Closed and MF Open (SUSA)	0.0	$209k	-12%	1.9k	109.17	View chart
Nextera Energy Common Stock (NEE)	0.0	$205k		3.2k	63.91	View chart
Jpmorgan Chase Common Stock (JPM)	0.0	$203k		1.0k	200.30	View chart
First Trust MF Closed and MF Open (FEX)	0.0	$200k		2.0k	99.24	View chart
Costco Wholesale Common Stock (COST)	0.0	$200k	+4%	273.00	732.63	View chart
1895 Bancorp Common Stock (BCOW)	0.0	$198k	+1777%	29k	6.82	View chart
Deere & Co Common Stock (DE)	0.0	$189k	+9%	460.00	410.74	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.0	$185k	-8%	1.1k	162.79	View chart
Walt Disney Common Stock (DIS)	0.0	$179k		1.5k	122.37	View chart
Global X MF Closed and MF Open (MLPX)	0.0	$154k		3.2k	48.99	View chart
W P Carey Common Stock (WPC)	0.0	$152k	+3%	2.7k	56.43	View chart
Ishares S&p MF Closed and MF Open (IJS)	0.0	$151k	+230%	1.5k	102.76	View chart
Walmart Common Stock (WMT)	0.0	$149k	+1128%	2.5k	60.16	View chart
Grainger W W Common Stock (GWW)	0.0	$142k		140.00	1017.30	View chart
Walgreens Boots Common Stock (WBA)	0.0	$134k		6.2k	21.69	View chart
Spdr Gold Common Stock (GLD)	0.0	$131k		635.00	205.72	View chart
United Parcel Common Stock (UPS)	0.0	$130k	+36%	874.00	148.63	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.0	$127k	+780%	229.00	556.40	View chart
Dimensional Us MF Closed and MF Open (DFUS)	0.0	$127k	-9%	2.2k	56.98	View chart
Ishares Gold Common Stock (IAU)	0.0	$125k		3.0k	42.01	View chart
Johnson & Johnson Common Stock (JNJ)	0.0	$124k		786.00	158.24	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.0	$123k		3.1k	39.02	View chart
Exact Sciences Common Stock (EXAS)	0.0	$120k		1.7k	69.06	View chart
Nuveen Esg MF Closed and MF Open (NUDM)	0.0	$115k	-35%	3.7k	31.07	View chart
Visa Common Stock (V)	0.0	$108k	+6%	388.00	279.08	View chart
Spdr Series MF Closed and MF Open (SDY)	0.0	$107k	-9%	815.00	131.24	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.0	$105k	+23%	637.00	164.35	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.0	$104k		199.00	524.34	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.0	$103k	NEW	260.00	397.76	View chart
First Trust MF Closed and MF Open (RDVY)	0.0	$101k	+12%	1.8k	56.17	View chart
Vaneck Morningstar MF Closed and MF Open (MOAT)	0.0	$98k		1.1k	89.90	View chart
Ishares Core MF Closed and MF Open (IEMG)	0.0	$95k		1.8k	51.60	View chart
Ishares Russell MF Closed and MF Open (SMMD)	0.0	$94k		1.4k	65.61	View chart
Nuveen Esg MF Closed and MF Open (NUSC)	0.0	$91k		2.2k	41.59	View chart
Applied Materials Common Stock (AMAT)	0.0	$90k		438.00	206.38	View chart
Fidelity National Common Stock (FIS)	0.0	$90k	-12%	1.2k	74.20	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.0	$87k	+14%	2.1k	41.77	View chart
Meta Platforms Common Stock (META)	0.0	$87k		179.00	485.58	View chart
Wisdomtree Trust MF Closed and MF Open (IHDG)	0.0	$86k		1.9k	45.94	View chart
Waste Management Common Stock (WM)	0.0	$86k	+9%	401.00	213.15	View chart
Alliant Energy Common Stock (LNT)	0.0	$85k		1.7k	50.40	View chart
Energy Transfer Oil & Gas, Real Estate and REIT (ET)	0.0	$83k		5.3k	15.73	View chart
Automatic Data Common Stock (ADP)	0.0	$82k		329.00	249.71	View chart
Vaneck Morningstar MF Closed and MF Open (SMOT)	0.0	$79k		2.3k	34.11	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.0	$75k		419.00	179.11	View chart
Thermo Fisher Common Stock (TMO)	0.0	$75k		129.00	581.22	View chart
Alphabet Common Stock (GOOG)	0.0	$75k		490.00	152.26	View chart
At&t Common Stock (T)	0.0	$74k	+374%	4.2k	17.60	View chart
Johnson Controls Common Stock (JCI)	0.0	$74k		1.1k	65.32	View chart
Pioneer Natural Common Stock (PXD)	0.0	$69k		264.00	262.50	View chart
Xcel Energy Common Stock (XEL)	0.0	$69k		1.3k	53.75	View chart
Tjx Cos Common Stock (TJX)	0.0	$68k	+15%	668.00	101.42	View chart
3m Company Common Stock (MMM)	0.0	$67k		634.00	106.07	View chart
Welltower Common Stock (WELL)	0.0	$65k		700.00	93.44	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.0	$65k		350.00	186.81	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$65k	-16%	131.00	494.70	View chart
Vanguard High MF Closed and MF Open (VYM)	0.0	$64k	-14%	525.00	120.99	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.0	$62k	-9%	735.00	84.44	View chart
Bank Montreal Common Stock (BMO)	0.0	$62k	+28%	635.00	97.68	View chart
Ishares Biotechnology MF Closed and MF Open (IBB)	0.0	$62k		450.00	137.22	View chart
Nuveen Esg MF Closed and MF Open (NUBD)	0.0	$62k		2.8k	21.97	View chart
Ishares Esg MF Closed and MF Open (ESGD)	0.0	$61k		765.00	79.91	View chart
Schwab Charles Common Stock (SCHW)	0.0	$61k	+127%	843.00	72.34	View chart
Ishares Europe MF Closed and MF Open (IEV)	0.0	$61k		1.1k	55.65	View chart
Broadcom Common Stock (AVGO)	0.0	$60k	-8%	45.00	1325.42	View chart
Southern Company Common Stock (SO)	0.0	$59k		818.00	71.73	View chart
Marathon Oil Common Stock (MRO)	0.0	$57k		2.0k	28.34	View chart
Enterprise Products Oil & Gas, Real Estate and REIT (EPD)	0.0	$56k	+110%	1.9k	29.18	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.0	$55k		480.00	114.96	View chart
United Rentals Common Stock (URI)	0.0	$54k		75.00	721.11	View chart
Elevance Health Common Stock (ELV)	0.0	$54k	-20%	104.00	518.54	View chart
Hormel Foods Common Stock (HRL)	0.0	$53k		1.5k	34.89	View chart
Alphabet Common Stock (GOOGL)	0.0	$52k		343.00	150.93	View chart
Byline Bancorp Common Stock (BY)	0.0	$51k		2.4k	21.72	View chart
Ameren Corp Common Stock (AEE)	0.0	$51k		690.00	73.96	View chart
Union Pacific Corp Common Stock (UNP)	0.0	$49k		200.00	245.93	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.0	$49k	-10%	255.00	191.88	View chart
Fiserv Common Stock (FI)	0.0	$49k		305.00	159.82	View chart
Sector Healthcare MF Closed and MF Open (XLV)	0.0	$47k		320.00	147.73	View chart
Verizon Communications Common Stock (VZ)	0.0	$47k	+22%	1.1k	41.97	View chart
Ark Next MF Closed and MF Open (ARKW)	0.0	$46k		552.00	83.30	View chart
Procter & Gamble Common Stock (PG)	0.0	$44k	+76%	270.00	161.99	View chart
Harley Davidson Common Stock (HOG)	0.0	$44k		999.00	43.74	View chart
Ark Autonomous MF Closed and MF Open (ARKQ)	0.0	$44k		797.00	54.71	View chart
Rockwell Automation Common Stock (ROK)	0.0	$43k		149.00	291.43	View chart
Invesco S&p MF Closed and MF Open (SPGP)	0.0	$43k		407.00	106.49	View chart
Cybin Common Stock (CYBN)	0.0	$43k		105k	0.41	View chart
Jpmorgan Betabuilders MF Closed and MF Open (BBUS)	0.0	$43k		454.00	94.43	View chart
Tesla Common Stock (TSLA)	0.0	$42k		241.00	175.79	View chart
Sector Energy MF Closed and MF Open (XLE)	0.0	$42k	-18%	447.00	94.41	View chart
Vanguard Small MF Closed and MF Open (VBK)	0.0	$42k		161.00	260.72	View chart
Novo Nordisk Common Stock (NVO)	0.0	$42k		326.00	128.40	View chart
Mge Energy Common Stock (MGEE)	0.0	$42k		528.00	78.72	View chart
Pfizer Common Stock (PFE)	0.0	$39k		1.4k	27.75	View chart
Salesforce Common Stock (CRM)	0.0	$39k		130.00	301.18	View chart
Canadian National Common Stock (CNI)	0.0	$39k		292.00	131.71	View chart
Vanguard Russell MF Closed and MF Open (VONE)	0.0	$38k		158.00	238.32	View chart
Invesco Exchange MF Closed and MF Open (SPLV)	0.0	$38k		570.00	65.87	View chart
Ppg Industries Common Stock (PPG)	0.0	$37k		257.00	144.82	View chart
Becton Dickinson Common Stock (BDX)	0.0	$37k		148.00	247.45	View chart
Amgen Common Stock (AMGN)	0.0	$35k		124.00	284.31	View chart
Pimco Short MF Closed and MF Open (SMMU)	0.0	$35k		700.00	49.90	View chart
Ishares U S MF Closed and MF Open (IHF)	0.0	$35k	+400%	640.00	54.54	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.0	$34k		298.00	115.30	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.0	$33k		430.00	76.38	View chart
Ferrari Nv Common Stock (RACE)	0.0	$33k	NEW	75.00	435.95	View chart
Wisdomtree Us MF Closed and MF Open (DGRS)	0.0	$33k		658.00	49.64	View chart
Danaher Corp Common Stock (DHR)	0.0	$32k		129.00	249.91	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.0	$32k		190.00	169.37	View chart
SPDR S&P MF Closed and MF Open (GXC)	0.0	$32k	NEW	489.00	65.78	View chart
Goldman Sachs Common Stock (GS)	0.0	$32k		77.00	417.69	View chart
Ark Innovation MF Closed and MF Open (ARKK)	0.0	$31k	-35%	627.00	50.08	View chart
Valero Energy Common Stock (VLO)	0.0	$31k		182.00	170.69	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$31k		271.00	113.48	View chart
Jp Morgan MF Closed and MF Open (JCPI)	0.0	$31k	-65%	650.00	46.86	View chart
Halliburton Company Common Stock (HAL)	0.0	$30k	NEW	766.00	39.42	View chart
Ishares Core MF Closed and MF Open (IXUS)	0.0	$30k	NEW	436.00	67.86	View chart
Advanced Micro Common Stock (AMD)	0.0	$29k		158.00	180.49	View chart
Invesco Water MF Closed and MF Open (PHO)	0.0	$28k		425.00	66.57	View chart
Spdr Series MF Closed and MF Open (XNTK)	0.0	$28k		155.00	182.39	View chart
X Trackers MF Closed and MF Open (SNPE)	0.0	$28k		586.00	47.83	View chart
Parker-hannifin Corp Common Stock (PH)	0.0	$28k		50.00	555.80	View chart
Cisco Systems Common Stock (CSCO)	0.0	$28k		555.00	49.91	View chart
Invesco India MF Closed and MF Open (PIN)	0.0	$27k		1.0k	26.73	View chart
Prudential Financial Common Stock (PRU)	0.0	$27k		233.00	117.40	View chart
Altria Group Common Stock (MO)	0.0	$27k	+2%	616.00	43.59	View chart
Schwab Fundamental MF Closed and MF Open (FNDX)	0.0	$27k	+33%	394.00	67.39	View chart
Eog Resources Common Stock (EOG)	0.0	$26k		204.00	127.84	View chart
Kimberly Clark Common Stock (KMB)	0.0	$26k	-60%	198.00	129.35	View chart
Roper Technologies Common Stock (ROP)	0.0	$25k		45.00	560.84	View chart
Bce Common Stock (BCE)	0.0	$25k		730.00	33.98	View chart
Wisdomtree U S MF Closed and MF Open (DTD)	0.0	$25k		350.00	70.72	View chart
Yum Brands Common Stock (YUM)	0.0	$25k		178.00	138.65	View chart
Coca Cola Company Common Stock (KO)	0.0	$25k		402.00	61.18	View chart
Qualcomm Common Stock (QCOM)	0.0	$24k		142.00	169.30	View chart
Proshares Trust MF Closed and MF Open (NOBL)	0.0	$24k		235.00	101.41	View chart
Iron Mountain Common Stock (IRM)	0.0	$24k		295.00	80.21	View chart
Avista Corp Common Stock (AVA)	0.0	$24k		670.00	35.02	View chart
Principal Spectrum MF Closed and MF Open (PREF)	0.0	$23k		1.2k	18.15	View chart
Lpl Financial Common Stock (LPLA)	0.0	$22k		83.00	265.42	View chart
Victoryshares Core MF Closed and MF Open (UITB)	0.0	$22k	-72%	472.00	46.38	View chart
Sherwin Williams Common Stock (SHW)	0.0	$21k		60.00	347.33	View chart
General Electric Common Stock (GE)	0.0	$21k	-71%	117.00	175.53	View chart
Generac Holdings Common Stock (GNRC)	0.0	$20k	-55%	162.00	126.14	View chart
Sprott Physical MF Closed and MF Open (CEF)	0.0	$20k		1.0k	20.34	View chart
First Trust MF Closed and MF Open (FTCS)	0.0	$20k	NEW	235.00	85.65	View chart
Enerplus Corp Common Stock (ERF)	0.0	$20k		1.0k	19.66	View chart
Schwab Fundamental MF Closed and MF Open (FNDF)	0.0	$20k	+18%	559.00	35.61	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.0	$20k		169.00	117.21	View chart
General Motors Common Stock (GM)	0.0	$19k		424.00	45.34	View chart
Carnival Corp Common Stock (CCL)	0.0	$19k		1.2k	16.34	View chart
Dimensional Us MF Closed and MF Open (DFUV)	0.0	$19k		456.00	40.90	View chart
Delta Airlines Common Stock (DAL)	0.0	$19k		387.00	47.87	View chart
First Trust MF Closed and MF Open (TDIV)	0.0	$19k		265.00	69.67	View chart
Paypal Holdings Common Stock (PYPL)	0.0	$18k		275.00	66.99	View chart
Caterpillar Common Stock (CAT)	0.0	$18k		50.00	366.44	View chart
Cvs Health Common Stock (CVS)	0.0	$18k		229.00	79.62	View chart
Ishares Silver Common Stock (SLV)	0.0	$18k		800.00	22.75	View chart
Bristol Myers Common Stock (BMY)	0.0	$18k		335.00	54.23	View chart
Boeing Company Common Stock (BA)	0.0	$18k	+557%	92.00	193.00	View chart
Alibaba Group Common Stock (BABA)	0.0	$18k		245.00	72.37	View chart
Royal Caribbean Common Stock (RCL)	0.0	$18k		127.00	139.01	View chart
Zions Bancorporation Common Stock (ZION)	0.0	$17k	NEW	400.00	43.40	View chart
Tko Group Common Stock (TKO)	0.0	$17k		200.00	86.41	View chart
Otter Tail Common Stock (OTTR)	0.0	$17k		200.00	86.40	View chart
Eastgroup Properties Common Stock (EGP)	0.0	$17k		95.00	179.77	View chart
Medical Properties Common Stock (MPW)	0.0	$17k	+132%	3.6k	4.70	View chart
Block Common Stock (SQ)	0.0	$17k		200.00	84.58	View chart
Etf Defiance MF Closed and MF Open (FIVG)	0.0	$17k		422.00	39.11	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.0	$17k		206.00	79.86	View chart
Wheaton Precious Common Stock (WPM)	0.0	$16k		345.00	47.13	View chart
Badger Meter Common Stock (BMI)	0.0	$16k		100.00	161.81	View chart
Watts Water Common Stock (WTS)	0.0	$16k		76.00	212.55	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$16k		163.00	97.94	View chart
Lcnb Corp Common Stock (LCNB)	0.0	$16k		1.0k	15.94	View chart
Ishares Tips MF Closed and MF Open (TIP)	0.0	$15k	+82%	142.00	107.41	View chart
Ishares Global MF Closed and MF Open (ICLN)	0.0	$15k		1.1k	13.98	View chart
Invesco S&p MF Closed and MF Open (RWJ)	0.0	$15k		345.00	42.81	View chart
Ishares Select MF Closed and MF Open (DVY)	0.0	$15k	NEW	119.00	123.18	View chart
Church & Dwight Common Stock (CHD)	0.0	$15k		140.00	104.31	View chart
First Trust MF Closed and MF Open (QCLN)	0.0	$15k		420.00	34.68	View chart
Novartis Common Stock (NVS)	0.0	$15k	NEW	150.00	96.73	View chart
Northrop Grumman Common Stock (NOC)	0.0	$14k	+233%	30.00	478.67	View chart
Lowes Companies Common Stock (LOW)	0.0	$14k	-56%	56.00	254.73	View chart
Dnp Select MF Closed and MF Open (DNP)	0.0	$14k	+80%	1.6k	9.07	View chart
Main Street Common Stock (MAIN)	0.0	$14k		300.00	47.31	View chart
Target Corp Common Stock (TGT)	0.0	$14k		79.00	177.22	View chart
Phillips 66 Common Stock (PSX)	0.0	$14k	NEW	85.00	163.34	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.0	$14k		236.00	58.06	View chart
Vanguard Materials MF Closed and MF Open (VAW)	0.0	$14k		67.00	204.42	View chart
Ftai Aviation Common Stock (FTAI)	0.0	$14k		200.00	67.30	View chart
Ormat Technologies Common Stock (ORA)	0.0	$13k		200.00	66.19	View chart
Kohls Corp Common Stock (KSS)	0.0	$13k	NEW	452.00	29.15	View chart
Global X MF Closed and MF Open (COPX)	0.0	$13k		310.00	42.43	View chart
Texas Instruments Common Stock (TXN)	0.0	$13k		75.00	174.21	View chart
Cintas Corp Common Stock (CTAS)	0.0	$13k		19.00	687.05	View chart
Evolus Common Stock (EOLS)	0.0	$13k		927.00	14.00	View chart
L3harris Technologies Common Stock (LHX)	0.0	$13k		60.00	213.10	View chart
Ishares U S MF Closed and MF Open (IYH)	0.0	$13k	+400%	205.00	61.90	View chart
Adobe Common Stock (ADBE)	0.0	$13k		25.00	504.60	View chart
Devon Energy Common Stock (DVN)	0.0	$13k	NEW	250.00	50.18	View chart
Ishares Msci MF Closed and MF Open (EIDO)	0.0	$12k		549.00	22.54	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.0	$12k		49.00	251.43	View chart
Invesco Kbw MF Closed and MF Open (KBWR)	0.0	$12k		240.00	50.93	View chart
Global X MF Closed and MF Open (LIT)	0.0	$12k		262.00	45.21	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.0	$12k		200.00	58.11	View chart
FS KKR Common Stock (FSK)	0.0	$12k		608.00	19.07	View chart
Nicolet Bankshares Common Stock (NIC)	0.0	$12k		134.00	85.99	View chart
Vaneck Vietnam MF Closed and MF Open (VNM)	0.0	$12k		827.00	13.90	View chart
Capital One Common Stock (COF)	0.0	$11k		75.00	148.89	View chart
Vail Resorts Common Stock (MTN)	0.0	$11k		50.00	222.84	View chart
Capital Group MF Closed and MF Open (CGUS)	0.0	$11k		355.00	31.16	View chart
Comcast Corp Common Stock (CMCSA)	0.0	$11k		255.00	43.35	View chart
Intuit Common Stock (INTU)	0.0	$11k		17.00	650.00	View chart
Exchange Traded MF Closed and MF Open (ROBO)	0.0	$11k		188.00	58.64	View chart
Medtronic Common Stock (MDT)	0.0	$11k		126.00	87.29	View chart
Norwegian Cruise Common Stock (NCLH)	0.0	$11k		518.00	20.93	View chart
Booz Allen Common Stock (BAH)	0.0	$11k	NEW	72.00	148.44	View chart
Ishares Russell MF Closed and MF Open (IWB)	0.0	$11k		37.00	288.03	View chart
United Airlines Common Stock (UAL)	0.0	$11k		222.00	47.88	View chart
Dimensional Us MF Closed and MF Open (DFAT)	0.0	$10k		189.00	54.43	View chart
Ark Genomic MF Closed and MF Open (ARKG)	0.0	$10k		351.00	28.76	View chart
BRP Common Stock (DOOO)	0.0	$9.9k	NEW	147.00	67.10	View chart
Nutrien Common Stock (NTR)	0.0	$9.8k	NEW	180.00	54.31	View chart
Prologis Common Stock (PLD)	0.0	$9.8k	+200%	75.00	130.23	View chart
Asml Holding Common Stock (ASML)	0.0	$9.7k		10.00	970.50	View chart
Iac Common Stock (IAC)	0.0	$9.6k		180.00	53.34	View chart
Anavex Life Common Stock (AVXL)	0.0	$9.6k	NEW	1.9k	5.09	View chart
Bank America Common Stock (BAC)	0.0	$9.5k	NEW	250.00	37.92	View chart
Vanguard Ftse MF Closed and MF Open (VPL)	0.0	$9.3k	-3%	122.00	76.03	View chart
Vanguard Ftse MF Closed and MF Open (VGK)	0.0	$9.2k	-4%	137.00	67.34	View chart
Idexx Labs Common Stock (IDXX)	0.0	$9.2k		17.00	539.94	View chart
Ford Motor Common Stock (F)	0.0	$9.1k	-70%	687.00	13.28	View chart
Oneok Common Stock (OKE)	0.0	$9.0k		112.00	80.17	View chart
Southern Copper Common Stock (SCCO)	0.0	$8.9k		84.00	106.52	View chart
Nordstrom Common Stock (JWN)	0.0	$8.9k	NEW	440.00	20.27	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.0	$8.9k	NEW	78.00	114.14	View chart
Infosys Common Stock (INFY)	0.0	$8.9k		496.00	17.93	View chart
Ishares U S MF Closed and MF Open (IYE)	0.0	$8.9k		180.00	49.40	View chart
Leonardo Drs Common Stock (DRS)	0.0	$8.8k		400.00	22.09	View chart
Invesco S&p MF Closed and MF Open (SPHD)	0.0	$8.8k	NEW	198.00	44.40	View chart
Ishares Iboxx MF Closed and MF Open (HYG)	0.0	$8.8k		113.00	77.73	View chart
Vanguard Extended MF Closed and MF Open (VXF)	0.0	$8.8k		50.00	175.28	View chart
Spdr Series MF Closed and MF Open (SLYG)	0.0	$8.6k		99.00	87.23	View chart
Vanguard Total MF Closed and MF Open (BND)	0.0	$8.6k		118.00	72.63	View chart
Capital Group MF Closed and MF Open (CGXU)	0.0	$8.5k		329.00	25.78	View chart
Hanesbrands Common Stock (HBI)	0.0	$8.4k		1.4k	5.80	View chart
Docusign Common Stock (DOCU)	0.0	$8.3k		140.00	59.55	View chart
Fastenal Common Stock (FAST)	0.0	$8.3k	NEW	107.00	77.14	View chart
Select Sector MF Closed and MF Open (XLC)	0.0	$8.2k		100.00	81.66	View chart
Ishares Russ MF Closed and MF Open (IWS)	0.0	$8.1k	NEW	65.00	125.32	View chart
Sysco Corp Common Stock (SYY)	0.0	$8.1k		100.00	81.18	View chart
Marriott Intl Common Stock (MAR)	0.0	$8.1k		32.00	252.31	View chart
Ishares Russell MF Closed and MF Open (IWN)	0.0	$7.9k	NEW	50.00	158.82	View chart
Uipath Common Stock (PATH)	0.0	$7.9k	NEW	350.00	22.67	View chart
Ishares Russell MF Closed and MF Open (IWO)	0.0	$7.9k	NEW	29.00	270.79	View chart
Carmax Common Stock (KMX)	0.0	$7.8k		90.00	87.11	View chart
Vaneck Gold MF Closed and MF Open (GDX)	0.0	$7.8k	+3%	246.00	31.62	View chart
Lyft Common Stock (LYFT)	0.0	$7.7k		400.00	19.35	View chart
Rio Tinto Common Stock (RIO)	0.0	$7.5k		118.00	63.74	View chart
Ishares Esg MF Closed and MF Open (ESML)	0.0	$7.5k		185.00	40.27	View chart
Linde Common Stock (LIN)	0.0	$7.4k		16.00	464.31	View chart
Vanguard Ftse MF Closed and MF Open (VEU)	0.0	$7.3k		125.00	58.65	View chart
Huntington Bancshares Common Stock (HBAN)	0.0	$7.2k	NEW	516.00	13.95	View chart
Pembina Pipeline Common Stock (PBA)	0.0	$7.1k		200.00	35.34	View chart
Constellation Brands Common Stock (STZ)	0.0	$6.8k		25.00	271.76	View chart
Wrap Technologies Common Stock (WRAP)	0.0	$6.8k		3.0k	2.26	View chart
Fortune Brands Common Stock (FBIN)	0.0	$6.8k		80.00	84.67	View chart
Sociedad Quimica Common Stock (SQM)	0.0	$6.7k		137.00	49.16	View chart
Northern Lights MF Closed and MF Open (WWJD)	0.0	$6.7k	+17%	224.00	30.02	View chart
Scripps E W Common Stock (SSP)	0.0	$6.7k		1.7k	3.93	View chart
Analog Devices Common Stock (ADI)	0.0	$6.3k	NEW	32.00	197.78	View chart
Warner Bros Common Stock (WBD)	0.0	$6.1k	+26%	701.00	8.73	View chart
Metlife Common Stock (MET)	0.0	$5.9k		80.00	74.11	View chart
Lithium Amers Common Stock (LAC)	0.0	$5.7k	NEW	850.00	6.72	View chart
Ishares U S MF Closed and MF Open (IYT)	0.0	$5.6k	+300%	80.00	70.40	View chart
Invesco S&p MF Closed and MF Open (XMMO)	0.0	$5.6k		49.00	114.86	View chart
Borg Warner Common Stock (BWA)	0.0	$5.6k		160.00	34.74	View chart
Invesco Quality MF Closed and MF Open (IQI)	0.0	$5.5k	NEW	571.00	9.68	View chart
Apa Corp Common Stock (APA)	0.0	$5.5k	NEW	160.00	34.38	View chart
Zimmer Biomet Common Stock (ZBH)	0.0	$5.3k		40.00	131.97	View chart
Discover Financial Common Stock (DFS)	0.0	$5.2k	-46%	40.00	131.10	View chart
First Trust MF Closed and MF Open (SDVY)	0.0	$5.2k	NEW	150.00	34.82	View chart
Kratos Defense Common Stock (KTOS)	0.0	$5.1k		275.00	18.38	View chart
Ishares Msci MF Closed and MF Open (SCJ)	0.0	$4.9k	NEW	65.00	74.98	View chart
Quidelortho Corp Common Stock (QDEL)	0.0	$4.8k		100.00	47.94	View chart
Matthews Intl Corp Cl A Common Stock (MATW)	0.0	$4.8k		153.00	31.08	View chart
Guardant Health Common Stock (GH)	0.0	$4.7k	NEW	230.00	20.63	View chart
Agnico-eagle Common Stock (AEM)	0.0	$4.5k		76.00	59.64	View chart
First Majestic Common Stock (AG)	0.0	$4.5k		765.00	5.88	View chart
Diageo Common Stock (DEO)	0.0	$4.5k	-50%	30.00	148.73	View chart
Vanguard Real MF Closed and MF Open (VNQ)	0.0	$4.2k	-84%	49.00	86.49	View chart
General Dynamics Common Stock (GD)	0.0	$4.2k		15.00	282.47	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.0	$3.9k		48.00	80.62	View chart
Ishares Msci MF Closed and MF Open (ECNS)	0.0	$3.8k		160.00	23.91	View chart
Crown Castle Common Stock (CCI)	0.0	$3.8k	-73%	36.00	105.83	View chart
Albemarle Corp Common Stock (ALB)	0.0	$3.7k		28.00	131.75	View chart
Siren Nasdaq MF Closed and MF Open (BLCN)	0.0	$3.6k		128.00	28.23	View chart
Boston Scientific Common Stock (BSX)	0.0	$3.4k		50.00	68.50	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$3.4k	-72%	37.00	90.92	View chart
Canadian Solar Common Stock (CSIQ)	0.0	$3.3k		167.00	19.76	View chart
Madison Square Common Stock (MSGS)	0.0	$3.1k		17.00	184.53	View chart
Life Time Common Stock (LTH)	0.0	$3.1k		200.00	15.52	View chart
Viracta Therapeutics Common Stock (VIRX)	0.0	$3.1k		3.0k	1.02	View chart
Newmont Corp Common Stock (NEM)	0.0	$3.0k		84.00	35.85	View chart
Southwest Airlines Common Stock (LUV)	0.0	$2.9k		100.00	29.19	View chart
Ishares Morningstar MF Closed and MF Open (ISCB)	0.0	$2.6k	NEW	47.00	56.21	View chart
Advance Auto Common Stock (AAP)	0.0	$2.6k		30.00	85.10	View chart
Northern Lights MF Closed and MF Open (ISMD)	0.0	$2.3k	-97%	63.00	36.02	View chart
Honeywell Intl Common Stock (HON)	0.0	$2.3k		11.00	205.27	View chart
Dell Technologies Common Stock (DELL)	0.0	$2.2k		19.00	114.11	View chart
Arcadium Lithium Common Stock (ALTM)	0.0	$2.2k	NEW	500.00	4.31	View chart
Firstenergy Corp Common Stock (FE)	0.0	$2.0k		53.00	38.62	View chart
Amplify Tr MF Closed and MF Open	0.0	$2.0k	NEW	468.00	4.18	View chart
Penn Entertainment Common Stock (PENN)	0.0	$1.8k		100.00	18.21	View chart
Take-two Interactive Common Stock (TTWO)	0.0	$1.8k		12.00	148.50	View chart
Rivian Automotive Common Stock (RIVN)	0.0	$1.7k		157.00	10.95	View chart
Net Lease Common Stock (NLOP)	0.0	$1.7k	-58%	72.00	23.81	View chart
Airbnb Common Stock (ABNB)	0.0	$1.7k		10.00	165.00	View chart
Neogenomics Common Stock (NEO)	0.0	$1.6k		100.00	15.72	View chart
T Rowe MF Closed and MF Open (TCAF)	0.0	$1.6k	NEW	52.00	30.23	View chart
BP Common Stock (BP)	0.0	$1.5k		40.00	37.67	View chart
Masterbrand Common Stock (MBC)	0.0	$1.5k		80.00	18.74	View chart
Nutex Health Common Stock (NUTX)	0.0	$1.4k		15k	0.10	View chart
Portillo's Common Stock (PTLO)	0.0	$1.4k		100.00	14.18	View chart
Travelers Cos Common Stock (TRV)	0.0	$1.4k	NEW	6.00	230.17	View chart
Cnh Industrial Common Stock (CNHI)	0.0	$1.3k		100.00	12.96	View chart
Ftai Infrastructure Common Stock (FIP)	0.0	$1.3k		200.00	6.28	View chart
Twin Disc Common Stock (TWIN)	0.0	$1.1k		66.00	16.53	View chart
Vaneck Jr MF Closed and MF Open (GDXJ)	0.0	$1.1k		28.00	38.75	View chart
Zim Integrated Common Stock (ZIM)	0.0	$981.998900		97.00	10.12	View chart
Equity Lifestyle Common Stock (ELS)	0.0	$966.000000		15.00	64.40	View chart
Ouster Common Stock (OUST)	0.0	$794.000000		100.00	7.94	View chart
El Paso Energy Preferred Stock (EP.PC)	0.0	$623.000300	NEW	13.00	47.92	View chart
Sprott Physical MF Closed and MF Open (PHYS)	0.0	$623.001600	NEW	36.00	17.31	View chart
Associated Banc Common Stock (ASB)	0.0	$602.000000		28.00	21.50	View chart
Nike Common Stock (NKE)	0.0	$564.000000		6.00	94.00	View chart
Organon & Co Common Stock (OGN)	0.0	$525.999600		28.00	18.79	View chart
Wendys Common Stock (WEN)	0.0	$509.001300		27.00	18.85	View chart
Quantumscape Corp Common Stock (QS)	0.0	$503.000000		80.00	6.29	View chart
Eaton Vance MF Closed and MF Open (ETO)	0.0	$500.000000	NEW	20.00	25.00	View chart
Restaurant Brands Common Stock (QSR)	0.0	$477.000000		6.00	79.50	View chart
Pinnacle West Common Stock (PNW)	0.0	$374.000000		5.00	74.80	View chart
Brighthouse Financial Common Stock (BHF)	0.0	$360.999800		7.00	51.57	View chart
Novavax Common Stock (NVAX)	0.0	$292.000900		61.00	4.79	View chart
Wabtec Common Stock (WAB)	0.0	$291.000000		2.00	145.50	View chart
Citigroup Common Stock (C)	0.0	$253.000000		4.00	63.25	View chart
Virtus Divid MF Closed and MF Open (NFJ)	0.0	$243.000500	NEW	19.00	12.79	View chart
Lands End Common Stock (LE)	0.0	$206.999300		19.00	10.89	View chart
Acco Brands Common Stock (ACCO)	0.0	$100.999800		18.00	5.61	View chart
Veralto Corp Common Stock (VLTO)	0.0	$89.000000		1.00	89.00	View chart
Viatris Common Stock (VTRS)	0.0	$72.000000		6.00	12.00	View chart
Zimvie Common Stock (ZIMV)	0.0	$66.000000		4.00	16.50	View chart
Avanos Medical Common Stock (AVNS)	0.0	$40.000000		2.00	20.00	View chart
Qurate Retail Common Stock (QRTEA)	0.0	$18.000000		15.00	1.20	View chart
Lumen Technologies Common Stock (LUMN)	0.0	$3.000000		2.00	1.50	View chart
Vanguard Short MF Closed and MF Open (BSV)	0.0	$0	NEW	0	0.00	View chart
Ishares 20 Plus MF Closed and MF Open (TLT)	0.0	$0		0	0.00	View chart
Blackrock Municipal MF Closed and MF Open (BTT)	0.0	$0	NEW	0	0.00	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.0	$0	NEW	0	0.00	View chart
Invesco S&p MF Closed and MF Open (XSLV)	0.0	$0	NEW	0	0.00	View chart
Invesco Exchange MF Closed and MF Open (XMLV)	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 2024 Q1 filed April 24, 2024
IAG Wealth Partners 2023 Q4 filed Feb. 2, 2024
IAG Wealth Partners 2023 Q3 filed Oct. 24, 2023
IAG Wealth Partners 2023 Q2 filed Aug. 10, 2023
IAG Wealth Partners 2023 Q1 filed April 25, 2023
IAG Wealth Partners 2022 Q4 filed Feb. 8, 2023
IAG Wealth Partners 2022 Q3 filed Oct. 26, 2022
IAG Wealth Partners 2022 Q2 filed Aug. 3, 2022
IAG Wealth Partners 2022 Q1 filed May 4, 2022
IAG Wealth Partners 2021 Q4 filed Feb. 14, 2022
IAG Wealth Partners 2021 Q3 filed Nov. 4, 2021
IAG Wealth Partners 2021 Q2 filed Aug. 4, 2021
IAG Wealth Partners 2021 Q1 filed April 29, 2021
IAG Wealth Partners 2020 Q3 filed Feb. 11, 2021
IAG Wealth Partners 2020 Q2 filed Feb. 11, 2021
IAG Wealth Partners 2020 Q1 filed Feb. 11, 2021

View all past filings

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