IAG Wealth Partners, LLC Q3 2023 Filing
Filed October 24, 2023
Portfolio Value
$358.7M
Holdings
448
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (448 positions)
| Stock | Value |
|---|---|
SPYMSPDR PORTFOLIO | $36.8M |
SPDWSPDR PORTFOLIO | $29.9M |
MMITINDEXIQ IQ | $25.7M |
DLNWISDOMTREE U S | $23.5M |
GSLCGOLDMAN SACHS | $23.5M |
IVVISHARES CORE | $20.8M |
GSIEGOLDMAN SACHS | $20.3M |
DONWISDOMTREE U S | $20.1M |
VUGVANGUARD GROWTH | $14.0M |
NUMGNUVEEN ESG | $10.7M |
SPTMSPDR PORTFOLIO | $10.5M |
CWISPDR MSCI | $8.1M |
VIGVANGUARD DIVIDEND | $7.2M |
SPYGSPDR PORTFOLIO | $5.9M |
SPMDSPDR PORTFOLIO | $5.9M |
SPHQINVESCO EXCHANGE | $5.3M |
GTOINVESCO TOTAL | $4.8M |
JHMMJOHN HANCOCK | $4.7M |
RODMLATTICE HARTFORD | $4.7M |
PULSPGIM ULTRA | $4.5M |
MDYVSPDR SERIES | $4.0M |
DGRWWISDOMTREE TRUST | $3.8M |
OMFSINVESCO RUSSELL | $3.6M |
SPYVSPDR PORTFOLIO | $3.2M |
SPSMSPDR PORTFOLIO | $2.8M |
AVDEAVANTIS INTL | $2.7M |
AVEMAVANTIS EMERGING | $2.5M |
FYCFIRST TRUST | $2.3M |
SPABSPDR PORTFOLIO | $2.2M |
JSMDJANUS DETROIT | $1.9M |
SMLVSPDR SSGA | $1.9M |
AVDVAVANTIS INTL | $1.7M |
MDYGSPDR SERIES | $1.6M |
CSBVICTORYSHARES US | $1.6M |
JMSTJP MORGAN | $1.6M |
SCHMSCHWAB US | $1.5M |
PBUSINVESCO MSCI | $1.5M |
DESWISDOMTREE U S | $1.4M |
AAPLAPPLE INC | $1.1M |
BRK-BBERKSHIRE HATHAWAY | $1.1M |
VTIVANGUARD TOTAL | $1.0M |
BBREJPMORGAN BETABUILDERS | $1.0M |
MTUMISHARES MSCI | $1.0M |
SJNKSPDR BLOOMBERG | $917K |
VSSVANGUARD FTSE | $785K |
SPEMSPDR PORTFOLIO | $714K |
JSMLJANUS DETROIT | $643K |
USFRWISDOMTREE FLOATING | $610K |
MSFTMICROSOFT CORP | $592K |
BBSCJP MORGAN | $534K |
FVDFIRST TRUST | $506K |
XSOEWISDOMTREE EMERGING | $484K |
DFISDIMENSIONAL INTL | $465K |
BRK/BBERKSHIRE HATHAWAY | $460K |
DBEFX TRACKERS | $433K |
SCHXSCHWAB US | $412K |
SLYVSPDR SERIES | $374K |
WECWEC ENERGY | $368K |
IWFISHARES RUSSELL | $364K |
GEMGOLDMAN SACHS | $361K |
DLSWISDOMTREE INTL | $345K |
IJRISHARES CORE | $340K |
SPGMSPDR MSCI | $337K |
IWMISHARES RUSSELL | $330K |
VOOVANGUARD S&P | $308K |
CVXCHEVRON CORP | $306K |
IJHISHARES CORE | $292K |
ORCLORACLE CORP | $291K |
SPSBSPDR PORTFOLIO | $288K |
NDQINVESCO QQQ | $275K |
LLYELI LILLY | $271K |
OXYOCCIDENTAL PETROLEUM | $259K |
SUSAISHARES MSCI | $225K |
SCHVSCHWAB US | $214K |
PEPPEPSICO INC | $203K |
HDHOME DEPOT | $194K |
VBVANGUARD SMALL | $189K |
DEDEERE & CO | $183K |
NEENEXTERA ENERGY | $183K |
FEXFIRST TRUST | $182K |
NVDANVIDIA CORP | $179K |
VEAVANGUARD FTSE | $176K |
DISWALT DISNEY | $173K |
VTVVANGUARD VALUE | $170K |
MRKMERCK & COMPANY | $170K |
MUBISHARES NATIONAL | $158K |
WPCW P CAREY | $157K |
COSTCOSTCO WHOLESALE | $155K |
AMZNAMAZON COM | $154K |
NUDMNUVEEN ESG | $152K |
JPMJPMORGAN CHASE | $144K |
MLPXGLOBAL X | $142K |
MCDMCDONALDS CORP | $141K |
SPYSPDR S&P | $139K |
WBAWALGREENS BOOTS | $137K |
ISMDNORTHERN LIGHTS | $134K |
JNJJOHNSON & JOHNSON | $130K |
ABBVABBVIE INC | $120K |
EXASEXACT SCIENCES | $118K |
DFUSDIMENSIONAL US | $114K |
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