IAG Wealth Partners, LLC
CIK: 0001827261SEC EDGAR →
Portfolio Value
$863K
Holdings
497
As of
Q4 2025
New Positions
514
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | STATE STREET | 812,288 | $65K | 7.55% |
| 2 | JPMORGAN ACTIVE | 1,200,760 | $65K | 7.52% |
| 3 | NYLI MACKAY | 1,838,192 | $45K | 5.18% |
| 4 | GOLDMAN SACHS | 327,865 | $43K | 5.03% |
| 5 | AVANTIS INTL | 541,505 | $39K | 4.47% |
| 6 | WISDOMTREE U S | 390,561 | $34K | 3.98% |
| 7 | ISHARES CORE | 525,995 | $28K | 3.24% |
| 8 | ISHARES CORE | 38,341 | $26K | 3.04% |
| 9 | GOLDMAN SACHS | 600,503 | $26K | 2.99% |
| 10 | WISDOMTREE U S | 493,195 | $25K | 2.95% |
Quarterly Changes
New Positions (18)
$84 · 6K shares
$23 · 975 shares
$17 · 261 shares
$9 · 111 shares
$8 · 77 shares
$6 · 39 shares
$6 · 19 shares
$5 · 127 shares
$5 · 176 shares
$4 · 43 shares
$3 · 84 shares
$2 · 51 shares
$1 · 4 shares
$1 · 40 shares
$1 · 32 shares
$0 · 41 shares
$0 · 145 shares
$0 · 0 shares
Closed Positions (47)
$119 · 2K shares
$83 · 2K shares
$71 · 1K shares
$65 · 800 shares
$60 · 815 shares
$39 · 348 shares
$37 · 378 shares
$35 · 700 shares
$35 · 807 shares
$24 · 200 shares
$23 · 475 shares
$19 · 60 shares
$18 · 310 shares
$16 · 345 shares
$14 · 530 shares
$14 · 264 shares
$13 · 107 shares
$9 · 33 shares
$9 · 59 shares
$8 · 25 shares
$8 · 163 shares
$8 · 100 shares
$7 · 72 shares
$7 · 250 shares
$6 · 245 shares
$5 · 65 shares
$5 · 190 shares
$4 · 80 shares
$4 · 560 shares
$1 · 42 shares
$1 · 65 shares
$1 · 10 shares
$0 · 42 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 30 shares
$0 · 0 shares
$0 · 1 shares
$0 · 4 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 120 shares
$0 · 0 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 245 | $841K | 97.5% |
| Unknown | 23 | $5K | 0.6% |
| Technology | 37 | $5K | 0.6% |
| Healthcare | 31 | $3K | 0.3% |
| Industrials | 47 | $2K | 0.2% |
| Utilities | 14 | $2K | 0.2% |
| Consumer Cyclical | 29 | $1K | 0.2% |
| Communication Services | 16 | $1K | 0.1% |
| Consumer Defensive | 15 | $874 | 0.1% |
| Energy | 16 | $822 | 0.1% |
| Real Estate | 10 | $347 | 0.0% |
| Basic Materials | 14 | $303 | 0.0% |