IAG Wealth Partners, LLC Q3 2024 Filing
Filed October 29, 2024
Portfolio Value
$541.0B
Holdings
490
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (490 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR PORTFOLIO | 719,253 | $48.6B | 8.98% | |
| 2 | SPDWSPDR PORTFOLIO | 1,119,958 | $42.1B | 7.78% | |
| 3 | DLNWISDOMTREE U S | 418,365 | $32.9B | 6.08% | |
| 4 | GSLCGOLDMAN SACHS | 264,686 | $29.9B | 5.53% | |
| 5 | MMITNEW YORK LIFE | 1,059,885 | $26.1B | 4.82% | |
| 6 | DONWISDOMTREE U S | 489,788 | $25.0B | 4.63% | |
| 7 | IVVISHARES CORE | 42,551 | $24.5B | 4.54% | |
| 8 | GSIEGOLDMAN SACHS | 549,948 | $19.9B | 3.68% | |
| 9 | PWVINVESCO LARGE | 302,601 | $17.6B | 3.26% | |
| 10 | VUGVANGUARD GROWTH | 43,173 | $16.6B | 3.06% | |
| 11 | JMUBJP MORGAN | 296,315 | $15.2B | 2.81% | |
| 12 | HAPVANECK NATURAL | 285,386 | $15.0B | 2.78% | |
| 13 | IMCGISHARES MORNINGSTAR | 170,805 | $12.5B | 2.30% | |
| 14 | SPTMSPDR PORTFOLIO | 174,050 | $12.2B | 2.25% | |
| 15 | HTABHARTFORD SCHRODERS | 599,321 | $11.9B | 2.19% | |
| 16 | AVDEAVANTIS INTL | 176,522 | $11.8B | 2.19% | |
| 17 | PULSPGIM ULTRA | 221,471 | $11.0B | 2.04% | |
| 18 | CWISPDR MSCI | 340,329 | $10.4B | 1.91% | |
| 19 | SPMDSPDR PORTFOLIO | 178,746 | $9.8B | 1.81% | |
| 20 | VIGVANGUARD DIVIDEND | 37,621 | $7.5B | 1.38% | |
| 21 | DGRWWISDOMTREE TRUST | 86,375 | $7.2B | 1.33% | |
| 22 | SPHQINVESCO EXCHANGE | 103,698 | $7.0B | 1.29% | |
| 23 | GUNRFLEXSHARES MORNINGSTAR | 166,801 | $6.9B | 1.27% | |
| 24 | SPYGSPDR PORTFOLIO | 76,559 | $6.3B | 1.17% | |
| 25 | JHMMJOHN HANCOCK | 98,346 | $5.9B | 1.09% | |
| 26 | GTOINVESCO TOTAL | 102,389 | $4.9B | 0.91% | |
| 27 | RODMLATTICE HARTFORD | 159,978 | $4.9B | 0.90% | |
| 28 | SPSMSPDR PORTFOLIO | 106,832 | $4.9B | 0.90% | |
| 29 | MDYVSPDR SERIES | 60,867 | $4.8B | 0.89% | |
| 30 | SPYVSPDR PORTFOLIO | 85,437 | $4.5B | 0.83% | |
| 31 | AVEMAVANTIS EMERGING | 63,895 | $4.1B | 0.76% | |
| 32 | SPABSPDR PORTFOLIO | 156,148 | $4.1B | 0.75% | |
| 33 | OMFSINVESCO RUSSELL | 92,414 | $3.7B | 0.68% | |
| 34 | ISCGISHARES MORNINGSTAR | 71,515 | $3.5B | 0.65% | |
| 35 | JSMDJANUS DETROIT | 37,620 | $2.7B | 0.50% | |
| 36 | EOGEOG RESOURCES | 20,750 | $2.6B | 0.47% | |
| 37 | DFISDIMENSIONAL INTL | 84,710 | $2.3B | 0.42% | |
| 38 | BRK/BBERKSHIRE HATHAWAY | 4,770 | $2.2B | 0.41% | |
| 39 | NBCMNEUBERGER BERMAN | 98,926 | $2.2B | 0.40% | |
| 40 | SMLVSPDR SSGA | 17,439 | $2.2B | 0.40% | |
| 41 | CSBVICTORYSHARES US | 36,395 | $2.1B | 0.40% | |
| 42 | BBSCJP MORGAN | 31,190 | $2.1B | 0.39% | |
| 43 | RECSCOLUMBIA RESEARCH | 56,662 | $1.9B | 0.36% | |
| 44 | MDYGSPDR SERIES | 19,371 | $1.7B | 0.31% | |
| 45 | NUMGNUVEEN ESG | 36,723 | $1.6B | 0.30% | |
| 46 | SPEMSPDR PORTFOLIO | 38,863 | $1.6B | 0.30% | |
| 47 | DESWISDOMTREE U S | 45,207 | $1.6B | 0.29% | |
| 48 | AAPLAPPLE INC | 6,686 | $1.6B | 0.29% | |
| 49 | SJNKSPDR BLOOMBERG | 59,264 | $1.5B | 0.28% | |
| 50 | PBUSINVESCO MSCI | 24,163 | $1.4B | 0.26% | |
| 51 | SCHMSCHWAB US | 16,503 | $1.4B | 0.25% | |
| 52 | VTIVANGUARD TOTAL | 4,540 | $1.3B | 0.24% | |
| 53 | AVDVAVANTIS INTL | 17,850 | $1.3B | 0.23% | |
| 54 | JMSTJP MORGAN | 18,802 | $957.8M | 0.18% | |
| 55 | SLYVSPDR SERIES | 10,436 | $906.1M | 0.17% | |
| 56 | MSFTMICROSOFT CORP | 1,931 | $831.1M | 0.15% | |
| 57 | CROXCROCS INC | 5,500 | $796.5M | 0.15% | |
| 58 | SPGMSPDR MSCI | 12,105 | $784.0M | 0.14% | |
| 59 | NDQINVESCO QQQ | 1,517 | $740.4M | 0.14% | |
| 60 | JSMLJANUS DETROIT | 10,918 | $714.0M | 0.13% | |
| 61 | VSSVANGUARD FTSE | 5,623 | $708.3M | 0.13% | |
| 62 | USFRWISDOMTREE FLOATING | 13,316 | $668.7M | 0.12% | |
| 63 | MTUMISHARES MSCI | 2,507 | $508.3M | 0.09% | |
| 64 | IJHISHARES CORE | 8,036 | $500.8M | 0.09% | |
| 65 | NVDANVIDIA CORP | 4,100 | $497.9M | 0.09% | |
| 66 | IWFISHARES RUSSELL | 1,300 | $488.0M | 0.09% | |
| 67 | BBMCJPMORGAN BETABUILDERS | 5,124 | $484.1M | 0.09% | |
| 68 | IWMISHARES RUSSELL | 2,186 | $482.9M | 0.09% | |
| 69 | SCHXSCHWAB US | 6,988 | $474.1M | 0.09% | |
| 70 | WECWEC ENERGY | 4,889 | $470.2M | 0.09% | |
| 71 | ORCLORACLE CORP | 2,754 | $469.3M | 0.09% | |
| 72 | GNRSPDR S&P | 8,065 | $465.1M | 0.09% | |
| 73 | FVDFIRST TRUST | 10,187 | $463.4M | 0.09% | |
| 74 | VOOVANGUARD S&P | 848 | $447.5M | 0.08% | |
| 75 | VBVANGUARD SMALL | 1,757 | $416.8M | 0.08% | |
| 76 | HDHOME DEPOT | 992 | $402.0M | 0.07% | |
| 77 | HELOJP MORGAN | 6,475 | $395.9M | 0.07% | |
| 78 | LLYELI LILLY | 434 | $384.5M | 0.07% | |
| 79 | IJRISHARES CORE | 3,258 | $381.1M | 0.07% | |
| 80 | CVXCHEVRON CORP | 2,374 | $349.6M | 0.06% | |
| 81 | DBEFX TRACKERS | 8,132 | $341.7M | 0.06% | |
| 82 | SPYSPDR S&P | 581 | $333.1M | 0.06% | |
| 83 | AMZNAMAZON COM | 1,730 | $322.4M | 0.06% | |
| 84 | BCOW1895 BANCORP | 30,616 | $309.2M | 0.06% | |
| 85 | SPSBSPDR PORTFOLIO | 9,820 | $297.3M | 0.05% | |
| 86 | DLSWISDOMTREE INTL | 4,227 | $291.9M | 0.05% | |
| 87 | GEMGOLDMAN SACHS | 8,298 | $291.3M | 0.05% | |
| 88 | NEENEXTERA ENERGY | 3,200 | $270.5M | 0.05% | |
| 89 | SCHVSCHWAB US | 3,190 | $256.4M | 0.05% | |
| 90 | ABBVABBVIE INC | 1,269 | $250.7M | 0.05% | |
| 91 | COSTCOSTCO WHOLESALE | 273 | $242.0M | 0.04% | |
| 92 | SUSAISHARES MSCI | 1,963 | $236.3M | 0.04% | |
| 93 | GQ9SPDR GOLD | 936 | $227.5M | 0.04% | |
| 94 | JPMJPMORGAN CHASE | 1,070 | $225.6M | 0.04% | |
| 95 | MDYSPDR S&P | 392 | $223.3M | 0.04% | |
| 96 | FEXFIRST TRUST | 1,987 | $207.0M | 0.04% | |
| 97 | OXYOCCIDENTAL PETROLEUM | 4,000 | $206.2M | 0.04% | |
| 98 | VTVVANGUARD VALUE | 1,136 | $198.2M | 0.04% | |
| 99 | MRKMERCK & COMPANY | 1,735 | $197.0M | 0.04% | |
| 100 | DEDEERE & CO | 460 | $192.0M | 0.04% |
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