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 | Value |
|---|---|
JBNDJPMORGAN ACTIVE | $58K |
SPYMSPDR PORTFOLIO | $52K |
DLNWISDOMTREE U S | $33K |
AVIVAVANTIS INTL | $31K |
GSLCGOLDMAN SACHS | $31K |
MMITNYLI MACKAY | $26K |
DONWISDOMTREE U S | $24K |
IVVISHARES CORE | $23K |
HTABHARTFORD SCHRODERS | $23K |
GSIEGOLDMAN SACHS | $21K |
VUGVANGUARD GROWTH | $19K |
PULSPGIM ULTRA | $18K |
PWVINVESCO LARGE | $17K |
HAPVANECK NATURAL | $16K |
JMUBJPMORGAN | $15K |
AVDEAVANTIS INTL | $14K |
SPDWSPDR DEVELOPED | $14K |
IMCGISHARES MORNINGSTAR | $13K |
SPTMSPDR PORTFOLIO | $12K |
SPMDSPDR PORTFOLIO | $10K |
CWISPDR MSCI | $9K |
DBMFIMGP DBI | $9K |
DGRWWISDOMTREE US | $8K |
VIGVANGUARD DIVIDEND | $7K |
SPYGSPDR PORTFOLIO | $6K |
SPHQINVESCO S&P | $6K |
SPABSPDR AGGREGATE | $5K |
SPSMSPDR PORTFOLIO | $5K |
RODMHARTFORD MULTIFACTOR | $5K |
GNRSPDR S&P | $4K |
MDYVSPDR SERIES | $4K |
AVEMAVANTIS EMERGING | $4K |
DFAEDIMENSIONAL EMERGING | $4K |
SPYVSPDR PORTFOLIO | $4K |
JHMMJOHN HANCOCK | $4K |
RECSCOLUMBIA RESEARCH | $4K |
GTOINVESCO TOTAL | $4K |
GUNRFLEXSHARES MORNINGSTAR | $4K |
ISCGISHARES MORNINGSTAR | $3K |
FESMFIDELITY COVINGTON | $3K |
NBCMNEUBERGER BERMAN | $3K |
DFISDIMENSIONAL INTL | $3K |
BRK/BBERKSHIRE HATHAWAY | $3K |
CSBVICTORYSHARES US | $2K |
FMDEFIDELITY ENHANCED | $2K |
JSMDJANUS DETROIT | $2K |
HELOJPMORGAN HEDGED | $2K |
BBSCJPMORGAN | $2K |
SMLVSPDR SSGA | $2K |
SPEMSPDR EMERGING | $2K |
AAPLAPPLE INC | $2K |
MDYGSPDR SERIES | $2K |
DESWISDOMTREE U S | $1K |
NUMGNUVEEN ESG | $1K |
SJNKSPDR BLOOMBERG | $1K |
JNJJOHNSON & JOHNSON | $1K |
VTIVANGUARD TOTAL | $1K |
AVDVAVANTIS INTL | $1K |
PBUSINVESCO MSCI | $1K |
SCHMSCHWAB US | $1K |
JMSTJPMORGAN | $1K |
VOOVANGUARD S&P | $1K |
USFRWISDOMTREE FLOATING | $947 |
FLQMFRANKLIN US | $917 |
SPGMSPDR MSCI | $855 |
SLYVSPDR S&P | $803 |
MSFTMICROSOFT CORP | $768 |
CGGECAPITAL GROUP | $705 |
WECWEC ENERGY | $661 |
VSSVANGUARD FTSE | $655 |
NDQINVESCO QQQ | $601 |
JSMLJANUS DETROIT | $560 |
IWMISHARES RUSSELL | $558 |
NVDANVIDIA CORP | $543 |
VNLAJANUS HENDERSON | $533 |
IWFISHARES RUSSELL | $467 |
IJHISHARES CORE | $466 |
ORCLORACLE CORP | $430 |
BBMCJPMORGAN BETABUILDERS | $400 |
AMZNAMAZON COM | $394 |
FVDFIRST TRUST | $380 |
VBVANGUARD SMALL | $368 |
HDHOME DEPOT | $364 |
MTUMISHARES MSCI | $361 |
LLYELI LILLY | $359 |
COSTCOSTCO WHOLESALE | $354 |
SPYSPDR S&P | $352 |
OMFSINVESCO RUSSELL | $347 |
VTVVANGUARD VALUE | $345 |
GEMGOLDMAN SACHS | $328 |
IJRISHARES CORE | $324 |
SPSBSPDR PORTFOLIO | $321 |
DBEFXTRACKERS MSCI | $320 |
DLSWISDOMTREE INTL | $299 |
JPMJPMORGAN CHASE | $288 |
JCIJOHNSON CONTROLS | $256 |
KOCOCA COLA COMPANY | $255 |
GQ9SPDR GOLD | $244 |
SCHXSCHWAB US | $239 |
SCHVSCHWAB US | $239 |
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