IAG Wealth Partners, LLC Q3 2022 Filing

Filed October 26, 2022

Portfolio Value

$301.1M

Holdings

450

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (450 positions)

StockValue
SPYMSPDR PORTFOLIO
$35.5M
SPDWSPDR PORTFOLIO
$32.1M
GSLCGOLDMAN SACHS
$22.3M
DLNWISDOMTREE U S
$19.7M
IVVISHARES CORE
$19.0M
DONWISDOMTREE U S
$16.4M
GSIEGOLDMAN SACHS
$15.3M
MMITINDEXIQ IQ
$12.0M
VIGVANGUARD DIVIDEND
$9.5M
SPTMSPDR PORTFOLIO
$8.7M
RODMLATTICE HARTFORD
$7.3M
PULSPGIM ULTRA
$6.1M
JCPIJP MORGAN
$6.0M
GTOINVESCO TOTAL
$5.4M
CWISPDR MSCI
$5.1M
SPMDSPDR PORTFOLIO
$4.9M
SPYGSPDR PORTFOLIO
$4.8M
MTUMISHARES MSCI
$4.0M
VUGVANGUARD GROWTH
$3.5M
NUMGNUVEEN ESG
$3.5M
PBUSINVESCO PUREBETA
$3.3M
MDYVSPDR SERIES
$3.3M
JHMMJOHN HANCOCK
$3.3M
SPSMSPDR PORTFOLIO
$2.7M
JSMDJANUS DETROIT
$2.4M
SPYVSPDR PORTFOLIO
$2.3M
SMLVSPDR SSGA
$2.2M
MDYGSPDR SERIES
$2.2M
KLMNINVESCO EXCHANGE
$2.2M
DBEFX TRACKERS
$1.8M
JSMLJANUS DETROIT
$1.6M
AVEMAMERICAN CENTURY
$1.6M
AVDVAVANTIS INTL
$1.5M
OMFSINVESCO RUSSELL
$1.5M
SPABSPDR PORTFOLIO
$1.5M
DESWISDOMTREE U S
$1.5M
SCHMSCHWAB US
$1.4M
GEMGOLDMAN SACHS
$1.2M
SPHQINVESCO EXCHANGE
$1.1M
VTIVANGUARD TOTAL
$999K
CSBVICTORYSHARES US
$978K
VSSVANGUARD FTSE
$927K
DLSWISDOMTREE INTL
$884K
AAPLAPPLE INC
$821K
BBREJPMORGAN BETABUILDERS
$697K
WPCW P CAREY
$685K
FVDFIRST TRUST
$537K
XSOEWISDOMTREE EMERGING
$523K
SPEMSPDR PORTFOLIO
$510K
INVESCO PUREBETA
$492K
IWMISHARES RUSSELL
$336K
MSFTMICROSOFT CORP
$323K
SLYGSPDR SERIES
$290K
IWFISHARES RUSSELL
$278K
PEPPEPSICO INC
$246K
SLYVSPDR SERIES
$245K
MLPXGLOBAL X
$216K
CVXCHEVRON CORP
$209K
VBVANGUARD SMALL
$204K
SCHVSCHWAB US
$195K
WECWEC ENERGY
$182K
SPSBSPDR PORTFOLIO
$182K
SUSAISHARES MSCI
$177K
IEMGISHARES CORE
$177K
HDHOME DEPOT
$174K
FEXFIRST TRUST
$171K
ORCLORACLE CORP
$168K
AMZNAMAZON COM
$166K
LLYELI LILLY
$164K
TSLATESLA INC
$153K
MUBISHARES NATIONAL
$150K
IJRISHARES CORE
$141K
SPYSPDR S&P
$141K
MRKMERCK & COMPANY
$136K
NUDMNUVEEN ESG
$127K
VOOVANGUARD S&P
$124K
SPGMSPDR MSCI
$124K
FISFIDELITY NATIONAL
$123K
SCHXSCHWAB US
$123K
IJHISHARES CORE
$121K
JNJJOHNSON & JOHNSON
$118K
GQ9SPDR GOLD
$118K
HRLHORMEL FOODS
$115K
JPMJPMORGAN CHASE
$114K
ABBVABBVIE INC
$113K
UPSUNITED PARCEL
$106K
NDQINVESCO QQQ
$104K
DFUSDIMENSIONAL US
$104K
NVDANVIDIA CORP
$97K
SDYSPDR SERIES
$91K
VTVVANGUARD VALUE
$91K
IAU*ISHARES GOLD
$91K
COSTCOSTCO WHOLESALE
$88K
BRK/BBERKSHIRE HATHAWAY
$84K
BACVERIZON COMMUNICATIONS
$83K
GWWGRAINGER W W
$82K
DEMWISDOMTREE EMERGING
$79K
IHDGWISDOMTREE TRUST
$76K
ADPAUTOMATIC DATA
$74K
TMOTHERMO FISHER
$73K
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