IAG Wealth Partners, LLC Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$643.4M
Holdings
500
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (500 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JBNDJPMORGAN ACTIVE | 1,080,249 | $57.8M | 8.99% | |
| 2 | SPYMSPDR PORTFOLIO | 791,709 | $52.1M | 8.09% | |
| 3 | DLNWISDOMTREE U S | 415,606 | $33.0M | 5.13% | |
| 4 | AVIVAVANTIS INTL | 542,800 | $30.8M | 4.78% | |
| 5 | GSLCGOLDMAN SACHS | 277,916 | $30.6M | 4.76% | |
| 6 | MMITNYLI MACKAY | 1,087,547 | $26.1M | 4.05% | |
| 7 | DONWISDOMTREE U S | 484,966 | $24.0M | 3.73% | |
| 8 | IVVISHARES CORE | 40,308 | $22.6M | 3.52% | |
| 9 | HTABHARTFORD SCHRODERS | 1,176,456 | $22.6M | 3.51% | |
| 10 | GSIEGOLDMAN SACHS | 579,855 | $20.7M | 3.21% | |
| 11 | VUGVANGUARD GROWTH | 52,551 | $19.5M | 3.03% | |
| 12 | PULSPGIM ULTRA | 369,828 | $18.4M | 2.86% | |
| 13 | PWVINVESCO LARGE | 290,032 | $17.3M | 2.68% | |
| 14 | HAPVANECK NATURAL | 324,637 | $16.2M | 2.51% | |
| 15 | JMUBJPMORGAN | 305,689 | $15.3M | 2.38% | |
| 16 | AVDEAVANTIS INTL | 217,776 | $14.4M | 2.24% | |
| 17 | SPDWSPDR DEVELOPED | 379,710 | $13.8M | 2.15% | |
| 18 | IMCGISHARES MORNINGSTAR | 184,465 | $13.2M | 2.05% | |
| 19 | SPTMSPDR PORTFOLIO | 169,776 | $11.5M | 1.79% | |
| 20 | SPMDSPDR PORTFOLIO | 196,673 | $10.1M | 1.56% | |
| 21 | CWISPDR MSCI | 315,594 | $9.3M | 1.45% | |
| 22 | DBMFIMGP DBI | 345,912 | $8.7M | 1.36% | |
| 23 | DGRWWISDOMTREE US | 105,697 | $8.4M | 1.31% | |
| 24 | VIGVANGUARD DIVIDEND | 34,696 | $6.7M | 1.05% | |
| 25 | SPYGSPDR PORTFOLIO | 75,824 | $6.1M | 0.95% | |
| 26 | SPHQINVESCO S&P | 90,627 | $6.0M | 0.93% | |
| 27 | SPABSPDR AGGREGATE | 213,468 | $5.5M | 0.85% | |
| 28 | SPSMSPDR PORTFOLIO | 119,817 | $4.9M | 0.76% | |
| 29 | RODMHARTFORD MULTIFACTOR | 146,248 | $4.5M | 0.70% | |
| 30 | GNRSPDR S&P | 83,521 | $4.4M | 0.69% | |
| 31 | MDYVSPDR SERIES | 57,701 | $4.4M | 0.69% | |
| 32 | AVEMAVANTIS EMERGING | 73,834 | $4.4M | 0.69% | |
| 33 | DFAEDIMENSIONAL EMERGING | 157,202 | $4.1M | 0.63% | |
| 34 | SPYVSPDR PORTFOLIO | 79,645 | $4.1M | 0.63% | |
| 35 | JHMMJOHN HANCOCK | 70,892 | $4.1M | 0.63% | |
| 36 | RECSCOLUMBIA RESEARCH | 121,949 | $4.0M | 0.63% | |
| 37 | GTOINVESCO TOTAL | 86,246 | $4.0M | 0.63% | |
| 38 | GUNRFLEXSHARES MORNINGSTAR | 101,691 | $3.9M | 0.61% | |
| 39 | ISCGISHARES MORNINGSTAR | 74,902 | $3.4M | 0.52% | |
| 40 | FESMFIDELITY COVINGTON | 99,555 | $2.9M | 0.46% | |
| 41 | NBCMNEUBERGER BERMAN | 119,273 | $2.7M | 0.42% | |
| 42 | DFISDIMENSIONAL INTL | 99,592 | $2.6M | 0.40% | |
| 43 | BRK/BBERKSHIRE HATHAWAY | 4,770 | $2.5M | 0.39% | |
| 44 | CSBVICTORYSHARES US | 42,693 | $2.5M | 0.38% | |
| 45 | FMDEFIDELITY ENHANCED | 78,190 | $2.5M | 0.38% | |
| 46 | JSMDJANUS DETROIT | 32,174 | $2.3M | 0.35% | |
| 47 | HELOJPMORGAN HEDGED | 34,312 | $2.0M | 0.32% | |
| 48 | BBSCJPMORGAN | 31,517 | $1.9M | 0.30% | |
| 49 | SMLVSPDR SSGA | 13,986 | $1.7M | 0.27% | |
| 50 | SPEMSPDR EMERGING | 41,152 | $1.6M | 0.25% | |
| 51 | AAPLAPPLE INC | 6,872 | $1.5M | 0.24% | |
| 52 | MDYGSPDR SERIES | 19,038 | $1.5M | 0.24% | |
| 53 | DESWISDOMTREE U S | 42,646 | $1.4M | 0.21% | |
| 54 | NUMGNUVEEN ESG | 31,533 | $1.4M | 0.21% | |
| 55 | SJNKSPDR BLOOMBERG | 53,009 | $1.3M | 0.21% | |
| 56 | JNJJOHNSON & JOHNSON | 7,437 | $1.2M | 0.19% | |
| 57 | VTIVANGUARD TOTAL | 4,346 | $1.2M | 0.19% | |
| 58 | AVDVAVANTIS INTL | 16,635 | $1.2M | 0.18% | |
| 59 | PBUSINVESCO MSCI | 20,638 | $1.2M | 0.18% | |
| 60 | SCHMSCHWAB US | 43,138 | $1.1M | 0.18% | |
| 61 | JMSTJPMORGAN | 21,566 | $1.1M | 0.17% | |
| 62 | VOOVANGUARD S&P | 2,094 | $1.1M | 0.17% | |
| 63 | USFRWISDOMTREE FLOATING | 18,819 | $947K | 0.15% | |
| 64 | FLQMFRANKLIN US | 17,300 | $917K | 0.14% | |
| 65 | SPGMSPDR MSCI | 13,699 | $855K | 0.13% | |
| 66 | SLYVSPDR S&P | 10,253 | $803K | 0.12% | |
| 67 | MSFTMICROSOFT CORP | 2,048 | $768K | 0.12% | |
| 68 | CGGECAPITAL GROUP | 27,294 | $705K | 0.11% | |
| 69 | WECWEC ENERGY | 6,072 | $661K | 0.10% | |
| 70 | VSSVANGUARD FTSE | 5,670 | $655K | 0.10% | |
| 71 | NDQINVESCO QQQ | 1,283 | $601K | 0.09% | |
| 72 | JSMLJANUS DETROIT | 9,205 | $560K | 0.09% | |
| 73 | IWMISHARES RUSSELL | 2,800 | $558K | 0.09% | |
| 74 | NVDANVIDIA CORP | 5,015 | $543K | 0.08% | |
| 75 | VNLAJANUS HENDERSON | 10,852 | $533K | 0.08% | |
| 76 | IWFISHARES RUSSELL | 1,294 | $467K | 0.07% | |
| 77 | IJHISHARES CORE | 7,988 | $466K | 0.07% | |
| 78 | ORCLORACLE CORP | 3,078 | $430K | 0.07% | |
| 79 | BBMCJPMORGAN BETABUILDERS | 4,440 | $400K | 0.06% | |
| 80 | AMZNAMAZON COM | 2,075 | $394K | 0.06% | |
| 81 | FVDFIRST TRUST | 8,530 | $380K | 0.06% | |
| 82 | VBVANGUARD SMALL | 1,660 | $368K | 0.06% | |
| 83 | HDHOME DEPOT | 995 | $364K | 0.06% | |
| 84 | MTUMISHARES MSCI | 1,789 | $361K | 0.06% | |
| 85 | LLYELI LILLY | 435 | $359K | 0.06% | |
| 86 | COSTCOSTCO WHOLESALE | 375 | $354K | 0.06% | |
| 87 | SPYSPDR S&P | 630 | $352K | 0.05% | |
| 88 | OMFSINVESCO RUSSELL | 9,134 | $347K | 0.05% | |
| 89 | VTVVANGUARD VALUE | 2,002 | $345K | 0.05% | |
| 90 | GEMGOLDMAN SACHS | 9,908 | $328K | 0.05% | |
| 91 | IJRISHARES CORE | 3,107 | $324K | 0.05% | |
| 92 | SPSBSPDR PORTFOLIO | 10,689 | $321K | 0.05% | |
| 93 | DBEFXTRACKERS MSCI | 7,392 | $320K | 0.05% | |
| 94 | DLSWISDOMTREE INTL | 4,538 | $299K | 0.05% | |
| 95 | JPMJPMORGAN CHASE | 1,175 | $288K | 0.04% | |
| 96 | JCIJOHNSON CONTROLS | 3,204 | $256K | 0.04% | |
| 97 | KOCOCA COLA COMPANY | 3,572 | $255K | 0.04% | |
| 98 | GQ9SPDR GOLD | 848 | $244K | 0.04% | |
| 99 | SCHXSCHWAB US | 10,856 | $239K | 0.04% | |
| 100 | SCHVSCHWAB US | 9,000 | $239K | 0.04% |
Page 1 of 5Next