IAG Wealth Partners, LLC Q2 2024 Filing
Filed July 16, 2024
Portfolio Value
$497K
Holdings
499
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (499 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR PORTFOLIO | 720,766 | $46K | 9.26% | |
| 2 | SPDWSPDR PORTFOLIO | 1,090,340 | $38K | 7.65% | |
| 3 | DLNWISDOMTREE U S | 409,415 | $29K | 5.84% | |
| 4 | GSLCGOLDMAN SACHS | 264,468 | $28K | 5.63% | |
| 5 | MMITINDEXIQ IQ | 1,025,066 | $24K | 4.83% | |
| 6 | IVVISHARES CORE | 43,571 | $23K | 4.63% | |
| 7 | DONWISDOMTREE U S | 488,759 | $22K | 4.43% | |
| 8 | GSIEGOLDMAN SACHS | 555,540 | $18K | 3.62% | |
| 9 | VUGVANGUARD GROWTH | 46,130 | $17K | 3.42% | |
| 10 | PWVINVESCO LARGE | 296,838 | $16K | 3.22% | |
| 11 | JMUBJP MORGAN | 298,111 | $15K | 3.02% | |
| 12 | HAPVANECK NATURAL | 273,594 | $13K | 2.62% | |
| 13 | SPTMSPDR PORTFOLIO | 183,714 | $12K | 2.41% | |
| 14 | IMCGISHARES MORNINGSTAR | 165,488 | $11K | 2.21% | |
| 15 | PULSPGIM ULTRA | 207,959 | $10K | 2.01% | |
| 16 | AVDEAVANTIS INTL | 162,108 | $10K | 2.01% | |
| 17 | CWISPDR MSCI | 346,053 | $9K | 1.81% | |
| 18 | HTABHARTFORD SCHRODERS | 476,916 | $9K | 1.81% | |
| 19 | SPMDSPDR PORTFOLIO | 164,424 | $8K | 1.61% | |
| 20 | VIGVANGUARD DIVIDEND | 39,647 | $7K | 1.41% | |
| 21 | SPHQINVESCO EXCHANGE | 110,201 | $7K | 1.41% | |
| 22 | SPYGSPDR PORTFOLIO | 83,070 | $6K | 1.21% | |
| 23 | DGRWWISDOMTREE TRUST | 78,879 | $6K | 1.21% | |
| 24 | GUNRFLEXSHARES MORNINGSTAR | 149,913 | $6K | 1.21% | |
| 25 | JHMMJOHN HANCOCK | 97,399 | $5K | 1.01% | |
| 26 | GTOINVESCO TOTAL | 93,286 | $4K | 0.80% | |
| 27 | MDYVSPDR SERIES | 61,710 | $4K | 0.80% | |
| 28 | RODMLATTICE HARTFORD | 166,468 | $4K | 0.80% | |
| 29 | SPSMSPDR PORTFOLIO | 97,310 | $4K | 0.80% | |
| 30 | SPYVSPDR PORTFOLIO | 85,396 | $4K | 0.80% | |
| 31 | OMFSINVESCO RUSSELL | 90,478 | $3K | 0.60% | |
| 32 | AVEMAVANTIS EMERGING | 61,313 | $3K | 0.60% | |
| 33 | ISCGISHARES MORNINGSTAR | 69,581 | $3K | 0.60% | |
| 34 | SPABSPDR PORTFOLIO | 142,813 | $3K | 0.60% | |
| 35 | JSMDJANUS DETROIT | 37,898 | $2K | 0.40% | |
| 36 | SMLVSPDR SSGA | 17,510 | $1K | 0.20% | |
| 37 | AVDVAVANTIS INTL | 18,362 | $1K | 0.20% | |
| 38 | DESWISDOMTREE U S | 45,609 | $1K | 0.20% | |
| 39 | VTIVANGUARD TOTAL | 4,683 | $1K | 0.20% | |
| 40 | SPEMSPDR PORTFOLIO | 33,780 | $1K | 0.20% | |
| 41 | RECSCOLUMBIA RESEARCH | 34,082 | $1K | 0.20% | |
| 42 | SCHMSCHWAB US | 16,999 | $1K | 0.20% | |
| 43 | BRK-BBERKSHIRE HATHAWAY | 2 | $1K | 0.20% | |
| 44 | AAPLAPPLE INC | 6,629 | $1K | 0.20% | |
| 45 | CSBVICTORYSHARES US | 33,428 | $1K | 0.20% | |
| 46 | SJNKSPDR BLOOMBERG | 54,871 | $1K | 0.20% | |
| 47 | PBUSINVESCO MSCI | 25,116 | $1K | 0.20% | |
| 48 | DFISDIMENSIONAL INTL | 77,303 | $1K | 0.20% | |
| 49 | MDYGSPDR SERIES | 20,080 | $1K | 0.20% | |
| 50 | NBCMNEUBERGER BERMAN | 84,588 | $1K | 0.20% | |
| 51 | BBSCJP MORGAN | 31,499 | $1K | 0.20% | |
| 52 | NUMGNUVEEN ESG | 37,696 | $1K | 0.20% | |
| 53 | AVAAVISTA CORP | 670 | $0 | 0.00% | |
| 54 | WPMWHEATON PRECIOUS | 345 | $0 | 0.00% | |
| 55 | MARMARRIOTT INTL | 32 | $0 | 0.00% | |
| 56 | YUMYUM BRANDS INC | 178 | $0 | 0.00% | |
| 57 | TECHBIO-TECHNE | 20 | $0 | 0.00% | |
| 58 | USFRWISDOMTREE FLOATING | 9,954 | $0 | 0.00% | |
| 59 | NICNICOLET BANKSHARES | 67 | $0 | 0.00% | |
| 60 | LHXL3HARRIS TECHNOLOGIES | 60 | $0 | 0.00% | |
| 61 | XNTKSPDR SERIES | 155 | $0 | 0.00% | |
| 62 | NFLXNETFLIX INC | 10 | $0 | 0.00% | |
| 63 | NLOPNET LEASE | 20 | $0 | 0.00% | |
| 64 | ELVELEVANCE HEALTH | 104 | $0 | 0.00% | |
| 65 | LNTALLIANT ENERGY | 1,692 | $0 | 0.00% | |
| 66 | KTOSKRATOS DEFENSE | 275 | $0 | 0.00% | |
| 67 | LACLITHIUM AMERS | 2,345 | $0 | 0.00% | |
| 68 | FBINFORTUNE BRANDS | 80 | $0 | 0.00% | |
| 69 | HN9HANESBRANDS INC | 1,445 | $0 | 0.00% | |
| 70 | DJTTRUMP MEDIA | 156 | $0 | 0.00% | |
| 71 | LINLINDE PLC | 16 | $0 | 0.00% | |
| 72 | MCKMCKESSON CORP | 24 | $0 | 0.00% | |
| 73 | PYPLPAYPAL HOLDINGS | 275 | $0 | 0.00% | |
| 74 | ECNSISHARES MSCI | 160 | $0 | 0.00% | |
| 75 | AEEAMEREN CORP | 543 | $0 | 0.00% | |
| 76 | GQ9SPDR GOLD | 784 | $0 | 0.00% | |
| 77 | VLTOVERALTO CORP | 1 | $0 | 0.00% | |
| 78 | MSGSMADISON SQUARE | 17 | $0 | 0.00% | |
| 79 | PEPPEPSICO INC | 1,036 | $0 | 0.00% | |
| 80 | CATCATERPILLAR INC | 65 | $0 | 0.00% | |
| 81 | BNDVANGUARD TOTAL | 118 | $0 | 0.00% | |
| 82 | UNMUNUM GROUP | 120 | $0 | 0.00% | |
| 83 | MDYSPDR S&P | 273 | $0 | 0.00% | |
| 84 | SUSAISHARES MSCI | 2,068 | $0 | 0.00% | |
| 85 | INTUINTUIT INC | 17 | $0 | 0.00% | |
| 86 | XOMEXXON MOBIL | 924 | $0 | 0.00% | |
| 87 | MUBISHARES NATIONAL | 213 | $0 | 0.00% | |
| 88 | CITCINTAS CORP | 19 | $0 | 0.00% | |
| 89 | ACMAECOM | 24 | $0 | 0.00% | |
| 90 | DALDELTA AIRLINES | 387 | $0 | 0.00% | |
| 91 | SCHWSCHWAB CHARLES | 843 | $0 | 0.00% | |
| 92 | ICLNISHARES GLOBAL | 1,058 | $0 | 0.00% | |
| 93 | PLDPROLOGIS INC | 101 | $0 | 0.00% | |
| 94 | CHRDCHORD ENERGY | 102 | $0 | 0.00% | |
| 95 | GEVGE VERNOVA | 35 | $0 | 0.00% | |
| 96 | BLCNSIREN NASDAQ | 128 | $0 | 0.00% | |
| 97 | OTTROTTER TAIL | 200 | $0 | 0.00% | |
| 98 | PTLOPORTILLO'S INC | 100 | $0 | 0.00% | |
| 99 | SLVISHARES SILVER | 800 | $0 | 0.00% | |
| 100 | MRO*MARATHON OIL | 2,000 | $0 | 0.00% |
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