IAG Wealth Partners, LLC Q3 2024 Filing
Filed October 29, 2024
Portfolio Value
$540K
Holdings
490
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (490 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR PORTFOLIO | 719,253 | $48K | 8.89% | |
| 2 | SPDWSPDR PORTFOLIO | 1,119,958 | $42K | 7.78% | |
| 3 | DLNWISDOMTREE U S | 418,365 | $32K | 5.93% | |
| 4 | GSLCGOLDMAN SACHS | 264,686 | $29K | 5.37% | |
| 5 | MMITNEW YORK LIFE | 1,059,885 | $26K | 4.81% | |
| 6 | DONWISDOMTREE U S | 489,788 | $25K | 4.63% | |
| 7 | IVVISHARES CORE | 42,551 | $24K | 4.44% | |
| 8 | GSIEGOLDMAN SACHS | 549,948 | $19K | 3.52% | |
| 9 | PWVINVESCO LARGE | 302,601 | $17K | 3.15% | |
| 10 | VUGVANGUARD GROWTH | 43,173 | $16K | 2.96% | |
| 11 | HAPVANECK NATURAL | 285,386 | $15K | 2.78% | |
| 12 | JMUBJP MORGAN | 296,315 | $15K | 2.78% | |
| 13 | SPTMSPDR PORTFOLIO | 174,050 | $12K | 2.22% | |
| 14 | IMCGISHARES MORNINGSTAR | 170,805 | $12K | 2.22% | |
| 15 | AVDEAVANTIS INTL | 176,522 | $11K | 2.04% | |
| 16 | HTABHARTFORD SCHRODERS | 599,321 | $11K | 2.04% | |
| 17 | PULSPGIM ULTRA | 221,471 | $11K | 2.04% | |
| 18 | CWISPDR MSCI | 340,329 | $10K | 1.85% | |
| 19 | SPMDSPDR PORTFOLIO | 178,746 | $9K | 1.67% | |
| 20 | VIGVANGUARD DIVIDEND | 37,621 | $7K | 1.30% | |
| 21 | DGRWWISDOMTREE TRUST | 86,375 | $7K | 1.30% | |
| 22 | SPHQINVESCO EXCHANGE | 103,698 | $6K | 1.11% | |
| 23 | SPYGSPDR PORTFOLIO | 76,559 | $6K | 1.11% | |
| 24 | GUNRFLEXSHARES MORNINGSTAR | 166,801 | $6K | 1.11% | |
| 25 | JHMMJOHN HANCOCK | 98,346 | $5K | 0.93% | |
| 26 | MDYVSPDR SERIES | 60,867 | $4K | 0.74% | |
| 27 | RODMLATTICE HARTFORD | 159,978 | $4K | 0.74% | |
| 28 | SPABSPDR PORTFOLIO | 156,148 | $4K | 0.74% | |
| 29 | SPYVSPDR PORTFOLIO | 85,437 | $4K | 0.74% | |
| 30 | GTOINVESCO TOTAL | 102,389 | $4K | 0.74% | |
| 31 | AVEMAVANTIS EMERGING | 63,895 | $4K | 0.74% | |
| 32 | SPSMSPDR PORTFOLIO | 106,832 | $4K | 0.74% | |
| 33 | OMFSINVESCO RUSSELL | 92,414 | $3K | 0.56% | |
| 34 | ISCGISHARES MORNINGSTAR | 71,515 | $3K | 0.56% | |
| 35 | BBSCJP MORGAN | 31,190 | $2K | 0.37% | |
| 36 | CSBVICTORYSHARES US | 36,395 | $2K | 0.37% | |
| 37 | BRK/BBERKSHIRE HATHAWAY | 4,770 | $2K | 0.37% | |
| 38 | EOGEOG RESOURCES | 20,750 | $2K | 0.37% | |
| 39 | NBCMNEUBERGER BERMAN | 98,926 | $2K | 0.37% | |
| 40 | DFISDIMENSIONAL INTL | 84,710 | $2K | 0.37% | |
| 41 | SMLVSPDR SSGA | 17,439 | $2K | 0.37% | |
| 42 | JSMDJANUS DETROIT | 37,620 | $2K | 0.37% | |
| 43 | SJNKSPDR BLOOMBERG | 59,264 | $1K | 0.19% | |
| 44 | PBUSINVESCO MSCI | 24,163 | $1K | 0.19% | |
| 45 | RECSCOLUMBIA RESEARCH | 56,662 | $1K | 0.19% | |
| 46 | VTIVANGUARD TOTAL | 4,540 | $1K | 0.19% | |
| 47 | MDYGSPDR SERIES | 19,371 | $1K | 0.19% | |
| 48 | NUMGNUVEEN ESG | 36,723 | $1K | 0.19% | |
| 49 | DESWISDOMTREE U S | 45,207 | $1K | 0.19% | |
| 50 | SCHMSCHWAB US | 16,503 | $1K | 0.19% | |
| 51 | AVDVAVANTIS INTL | 17,850 | $1K | 0.19% | |
| 52 | SPEMSPDR PORTFOLIO | 38,863 | $1K | 0.19% | |
| 53 | AAPLAPPLE INC | 6,686 | $1K | 0.19% | |
| 54 | NAVINAVIENT CORP | 3,300 | $0 | 0.00% | |
| 55 | QSRRESTAURANT BRANDS | 6 | $0 | 0.00% | |
| 56 | AVAAVISTA CORP | 400 | $0 | 0.00% | |
| 57 | WPMWHEATON PRECIOUS | 345 | $0 | 0.00% | |
| 58 | MARMARRIOTT INTL | 32 | $0 | 0.00% | |
| 59 | YUMYUM BRANDS INC | 178 | $0 | 0.00% | |
| 60 | TECHBIO-TECHNE | 20 | $0 | 0.00% | |
| 61 | USFRWISDOMTREE FLOATING | 13,316 | $0 | 0.00% | |
| 62 | PICKISHARES MSCI | 500 | $0 | 0.00% | |
| 63 | LHXL3HARRIS TECHNOLOGIES | 60 | $0 | 0.00% | |
| 64 | XNTKSPDR SERIES | 155 | $0 | 0.00% | |
| 65 | NFLXNETFLIX INC | 80 | $0 | 0.00% | |
| 66 | NLOPNET LEASE | 10 | $0 | 0.00% | |
| 67 | ELVELEVANCE HEALTH | 104 | $0 | 0.00% | |
| 68 | LNTALLIANT ENERGY | 1,692 | $0 | 0.00% | |
| 69 | KTOSKRATOS DEFENSE | 275 | $0 | 0.00% | |
| 70 | LACLITHIUM AMERS | 1,495 | $0 | 0.00% | |
| 71 | FBINFORTUNE BRANDS | 80 | $0 | 0.00% | |
| 72 | HN9HANESBRANDS INC | 1,445 | $0 | 0.00% | |
| 73 | DJTTRUMP MEDIA | 156 | $0 | 0.00% | |
| 74 | LINLINDE PLC | 16 | $0 | 0.00% | |
| 75 | SCZISHARES MSCI | 326 | $0 | 0.00% | |
| 76 | MCKMCKESSON CORP | 24 | $0 | 0.00% | |
| 77 | PYPLPAYPAL HOLDINGS | 275 | $0 | 0.00% | |
| 78 | ECNSISHARES MSCI | 160 | $0 | 0.00% | |
| 79 | AEEAMEREN CORP | 543 | $0 | 0.00% | |
| 80 | GQ9SPDR GOLD | 936 | $0 | 0.00% | |
| 81 | VLTOVERALTO CORP | 1 | $0 | 0.00% | |
| 82 | CHTRCHARTER COMMUNICATIONS | 6 | $0 | 0.00% | |
| 83 | MSGSMADISON SQUARE | 17 | $0 | 0.00% | |
| 84 | PEPPEPSICO INC | 1,036 | $0 | 0.00% | |
| 85 | CATCATERPILLAR INC | 109 | $0 | 0.00% | |
| 86 | BNDVANGUARD TOTAL | 118 | $0 | 0.00% | |
| 87 | MDYSPDR S&P | 392 | $0 | 0.00% | |
| 88 | SUSAISHARES MSCI | 1,963 | $0 | 0.00% | |
| 89 | INTUINTUIT INC | 17 | $0 | 0.00% | |
| 90 | XOMEXXON MOBIL | 531 | $0 | 0.00% | |
| 91 | CITCINTAS CORP | 76 | $0 | 0.00% | |
| 92 | DALDELTA AIRLINES | 287 | $0 | 0.00% | |
| 93 | SCHWSCHWAB CHARLES | 705 | $0 | 0.00% | |
| 94 | ICLNISHARES GLOBAL | 1,058 | $0 | 0.00% | |
| 95 | PLDPROLOGIS INC | 75 | $0 | 0.00% | |
| 96 | CHRDCHORD ENERGY | 102 | $0 | 0.00% | |
| 97 | GEVGE VERNOVA | 11 | $0 | 0.00% | |
| 98 | BLCNSIREN NASDAQ | 128 | $0 | 0.00% | |
| 99 | OTTROTTER TAIL | 200 | $0 | 0.00% | |
| 100 | PTLOPORTILLO'S INC | 100 | $0 | 0.00% |
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