IAG Wealth Partners, LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$566.9M
Holdings
507
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (507 positions)
| Stock | Value |
|---|---|
SPYMSPDR PORTFOLIO | $52.1M |
SPDWSPDR PORTFOLIO | $41.1M |
DLNWISDOMTREE U S | $32.1M |
GSLCGOLDMAN SACHS | $31.1M |
MMITNEW YORK LIFE | $26.7M |
DONWISDOMTREE U S | $24.4M |
IVVISHARES CORE | $24.3M |
GSIEGOLDMAN SACHS | $19.1M |
VUGVANGUARD GROWTH | $18.9M |
PWVINVESCO LARGE | $16.1M |
JBNDJP MORGAN | $15.5M |
JMUBJP MORGAN | $14.8M |
HAPVANECK NATURAL | $14.4M |
HTABHARTFORD SCHRODERS | $14.2M |
PULSPGIM ULTRA | $13.8M |
IMCGISHARES MORNINGSTAR | $12.9M |
SPTMSPDR PORTFOLIO | $11.9M |
AVDEAVANTIS INTL | $11.8M |
SPMDSPDR PORTFOLIO | $10.0M |
CWISPDR MSCI | $9.3M |
DGRWWISDOMTREE TRUST | $7.8M |
VIGVANGUARD DIVIDEND | $7.0M |
SPYGSPDR PORTFOLIO | $6.6M |
GUNRFLEXSHARES MORNINGSTAR | $6.6M |
SPHQINVESCO EXCHANGE | $6.5M |
JHMMJOHN HANCOCK | $5.7M |
SPABSPDR PORTFOLIO | $5.1M |
SPSMSPDR PORTFOLIO | $4.8M |
MDYVSPDR SERIES | $4.7M |
GTOINVESCO TOTAL | $4.5M |
RODMLATTICE HARTFORD | $4.5M |
AVEMAVANTIS EMERGING | $4.2M |
SPYVSPDR PORTFOLIO | $4.2M |
DFAEDIMENSIONAL EMERGING | $4.0M |
OMFSINVESCO RUSSELL | $3.6M |
ISCGISHARES MORNINGSTAR | $3.5M |
RECSCOLUMBIA RESEARCH | $3.1M |
JSMDJANUS DETROIT | $2.8M |
NBCMNEUBERGER BERMAN | $2.4M |
DFISDIMENSIONAL INTL | $2.3M |
CSBVICTORYSHARES US | $2.2M |
BRK/BBERKSHIRE HATHAWAY | $2.2M |
HELOJP MORGAN | $2.1M |
SMLVSPDR SSGA | $2.0M |
BBSCJP MORGAN | $2.0M |
AAPLAPPLE INC | $1.7M |
USFRWISDOMTREE FLOATING | $1.7M |
MDYGSPDR SERIES | $1.7M |
NUMGNUVEEN ESG | $1.6M |
SPEMSPDR PORTFOLIO | $1.6M |
SJNKSPDR BLOOMBERG | $1.5M |
DESWISDOMTREE U S | $1.5M |
SCHMSCHWAB US | $1.3M |
VTIVANGUARD TOTAL | $1.3M |
PBUSINVESCO MSCI | $1.3M |
AVDVAVANTIS INTL | $1.1M |
SLYVSPDR SERIES | $881K |
MSFTMICROSOFT CORP | $835K |
SPGMSPDR MSCI | $835K |
JMSTJP MORGAN | $755K |
NDQINVESCO QQQ | $741K |
JSMLJANUS DETROIT | $693K |
CGGECAPITAL GROUP | $669K |
VSSVANGUARD FTSE | $637K |
NVDANVIDIA CORP | $629K |
WECWEC ENERGY | $554K |
IWFISHARES RUSSELL | $520K |
GNRSPDR S&P | $506K |
ORCLORACLE CORP | $503K |
IJHISHARES CORE | $497K |
IWMISHARES RUSSELL | $490K |
BBMCJPMORGAN BETABUILDERS | $482K |
MTUMISHARES MSCI | $451K |
VOOVANGUARD S&P | $429K |
SCHXSCHWAB US | $426K |
VBVANGUARD SMALL | $403K |
FVDFIRST TRUST | $395K |
HDHOME DEPOT | $388K |
AMZNAMAZON COM | $365K |
IJRISHARES CORE | $357K |
COSTCOSTCO WHOLESALE | $341K |
LLYELI LILLY | $339K |
DBEFX TRACKERS | $336K |
BCOW1895 BANCORP | $331K |
SPYSPDR S&P | $331K |
JPMJPMORGAN CHASE | $281K |
GEMGOLDMAN SACHS | $264K |
DLSWISDOMTREE INTL | $261K |
SPSBSPDR PORTFOLIO | $253K |
SCHVSCHWAB US | $249K |
CVXCHEVRON CORP | $237K |
NEENEXTERA ENERGY | $229K |
ANETARISTA NETWORKS | $226K |
SUSAISHARES MSCI | $225K |
MDYSPDR S&P | $223K |
GQ9SPDR GOLD | $218K |
FEXFIRST TRUST | $207K |
ABBVABBVIE INC | $207K |
VTVVANGUARD VALUE | $205K |
ETENERGY TRANSFER | $204K |
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