IAG Wealth Partners, LLC Q4 2023 Filing
Filed February 2, 2024
Portfolio Value
$438K
Holdings
435
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (435 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPDWSPDR PORTFOLIO | 1,335,022 | $45K | 10.27% | |
| 2 | SPYMSPDR PORTFOLIO | 733,939 | $41K | 9.36% | |
| 3 | GSLCGOLDMAN SACHS | 271,653 | $25K | 5.71% | |
| 4 | DLNWISDOMTREE U S | 383,261 | $25K | 5.71% | |
| 5 | MMITINDEXIQ IQ | 929,833 | $22K | 5.02% | |
| 6 | IVVISHARES CORE | 46,111 | $22K | 5.02% | |
| 7 | DONWISDOMTREE U S | 488,309 | $22K | 5.02% | |
| 8 | GSIEGOLDMAN SACHS | 599,284 | $19K | 4.34% | |
| 9 | VUGVANGUARD GROWTH | 51,096 | $15K | 3.42% | |
| 10 | JMUBJP MORGAN | 285,004 | $14K | 3.20% | |
| 11 | HAPVANECK NATURAL | 254,525 | $12K | 2.74% | |
| 12 | SPTMSPDR PORTFOLIO | 195,813 | $11K | 2.51% | |
| 13 | CWISPDR MSCI | 354,101 | $9K | 2.05% | |
| 14 | IMCGISHARES MORNINGSTAR | 152,532 | $9K | 2.05% | |
| 15 | VIGVANGUARD DIVIDEND | 43,934 | $7K | 1.60% | |
| 16 | PULSPGIM ULTRA | 147,043 | $7K | 1.60% | |
| 17 | SPMDSPDR PORTFOLIO | 144,887 | $7K | 1.60% | |
| 18 | AVDEAVANTIS INTL | 115,890 | $7K | 1.60% | |
| 19 | SPHQINVESCO EXCHANGE | 115,938 | $6K | 1.37% | |
| 20 | SPYGSPDR PORTFOLIO | 96,231 | $6K | 1.37% | |
| 21 | JHMMJOHN HANCOCK | 97,113 | $5K | 1.14% | |
| 22 | RODMLATTICE HARTFORD | 178,925 | $4K | 0.91% | |
| 23 | DGRWWISDOMTREE TRUST | 65,838 | $4K | 0.91% | |
| 24 | SPYVSPDR PORTFOLIO | 87,542 | $4K | 0.91% | |
| 25 | GTOINVESCO TOTAL | 93,690 | $4K | 0.91% | |
| 26 | GUNRFLEXSHARES MORNINGSTAR | 108,412 | $4K | 0.91% | |
| 27 | MDYVSPDR SERIES | 64,450 | $4K | 0.91% | |
| 28 | SPSMSPDR PORTFOLIO | 82,698 | $3K | 0.68% | |
| 29 | AVEMAVANTIS EMERGING | 53,276 | $3K | 0.68% | |
| 30 | OMFSINVESCO RUSSELL | 77,245 | $2K | 0.46% | |
| 31 | ISCGISHARES MORNINGSTAR | 62,604 | $2K | 0.46% | |
| 32 | JSMDJANUS DETROIT | 40,221 | $2K | 0.46% | |
| 33 | SMLVSPDR SSGA | 18,837 | $2K | 0.46% | |
| 34 | SPABSPDR PORTFOLIO | 114,626 | $2K | 0.46% | |
| 35 | BBSCJP MORGAN | 33,306 | $2K | 0.46% | |
| 36 | AAPLAPPLE INC | 6,205 | $1K | 0.23% | |
| 37 | PBUSINVESCO MSCI | 31,691 | $1K | 0.23% | |
| 38 | DESWISDOMTREE U S | 46,533 | $1K | 0.23% | |
| 39 | NUMGNUVEEN ESG | 46,829 | $1K | 0.23% | |
| 40 | SJNKSPDR BLOOMBERG | 42,870 | $1K | 0.23% | |
| 41 | SCHMSCHWAB US | 19,670 | $1K | 0.23% | |
| 42 | DFISDIMENSIONAL INTL | 59,763 | $1K | 0.23% | |
| 43 | VTIVANGUARD TOTAL | 4,914 | $1K | 0.23% | |
| 44 | MDYGSPDR SERIES | 22,934 | $1K | 0.23% | |
| 45 | BRK-BBERKSHIRE HATHAWAY | 2 | $1K | 0.23% | |
| 46 | AVDVAVANTIS INTL | 20,624 | $1K | 0.23% | |
| 47 | JMSTJP MORGAN | 35,982 | $1K | 0.23% | |
| 48 | CSBVICTORYSHARES US | 27,778 | $1K | 0.23% | |
| 49 | AVAAVISTA CORP | 670 | $0 | 0.00% | |
| 50 | WPMWHEATON PRECIOUS | 345 | $0 | 0.00% | |
| 51 | MARMARRIOTT INTL | 32 | $0 | 0.00% | |
| 52 | YUMYUM BRANDS INC | 178 | $0 | 0.00% | |
| 53 | USFRWISDOMTREE FLOATING | 16,901 | $0 | 0.00% | |
| 54 | NICNICOLET BANKSHARES | 135 | $0 | 0.00% | |
| 55 | LHXL3HARRIS TECHNOLOGIES | 60 | $0 | 0.00% | |
| 56 | XNTKSPDR SERIES | 155 | $0 | 0.00% | |
| 57 | NLOPNET LEASE | 173 | $0 | 0.00% | |
| 58 | ELVELEVANCE HEALTH | 130 | $0 | 0.00% | |
| 59 | LNTALLIANT ENERGY | 1,692 | $0 | 0.00% | |
| 60 | KTOSKRATOS DEFENSE | 275 | $0 | 0.00% | |
| 61 | FBINFORTUNE BRANDS | 80 | $0 | 0.00% | |
| 62 | HN9HANESBRANDS INC | 1,445 | $0 | 0.00% | |
| 63 | LINLINDE PLC | 16 | $0 | 0.00% | |
| 64 | PYPLPAYPAL HOLDINGS | 275 | $0 | 0.00% | |
| 65 | ECNSISHARES MSCI | 160 | $0 | 0.00% | |
| 66 | AEEAMEREN CORP | 690 | $0 | 0.00% | |
| 67 | GQ9SPDR GOLD | 635 | $0 | 0.00% | |
| 68 | VLTOVERALTO CORP | 1 | $0 | 0.00% | |
| 69 | MSGSMADISON SQUARE | 17 | $0 | 0.00% | |
| 70 | PEPPEPSICO INC | 1,231 | $0 | 0.00% | |
| 71 | CATCATERPILLAR INC | 50 | $0 | 0.00% | |
| 72 | BNDVANGUARD TOTAL | 118 | $0 | 0.00% | |
| 73 | MDYSPDR S&P | 26 | $0 | 0.00% | |
| 74 | SUSAISHARES MSCI | 2,199 | $0 | 0.00% | |
| 75 | RTXRTX CORP | 2 | $0 | 0.00% | |
| 76 | INTUINTUIT INC | 17 | $0 | 0.00% | |
| 77 | XOMEXXON MOBIL | 235 | $0 | 0.00% | |
| 78 | CITCINTAS CORP | 19 | $0 | 0.00% | |
| 79 | DALDELTA AIRLINES | 387 | $0 | 0.00% | |
| 80 | SCHWSCHWAB CHARLES | 370 | $0 | 0.00% | |
| 81 | PLDPROLOGIS INC | 25 | $0 | 0.00% | |
| 82 | ICLNISHARES GLOBAL | 1,064 | $0 | 0.00% | |
| 83 | BLCNSIREN NASDAQ | 128 | $0 | 0.00% | |
| 84 | OTTROTTER TAIL | 200 | $0 | 0.00% | |
| 85 | PTLOPORTILLO'S INC | 100 | $0 | 0.00% | |
| 86 | SLVISHARES SILVER | 800 | $0 | 0.00% | |
| 87 | MRO*MARATHON OIL | 2,000 | $0 | 0.00% | |
| 88 | METMETLIFE INC | 80 | $0 | 0.00% | |
| 89 | AWNADVANCE AUTO | 30 | $0 | 0.00% | |
| 90 | ERTHINVESCO MSCI | 0 | $0 | 0.00% | |
| 91 | IWBISHARES RUSSELL | 37 | $0 | 0.00% | |
| 92 | ESMLISHARES ESG | 185 | $0 | 0.00% | |
| 93 | ADPAUTOMATIC DATA | 328 | $0 | 0.00% | |
| 94 | MDTMEDTRONIC PLC | 125 | $0 | 0.00% | |
| 95 | XSOEWISDOMTREE EMERGING | 6,855 | $0 | 0.00% | |
| 96 | CNHICNH INDUSTRIAL | 100 | $0 | 0.00% | |
| 97 | MSFTMICROSOFT CORP | 1,818 | $0 | 0.00% | |
| 98 | ESGDISHARES ESG | 765 | $0 | 0.00% | |
| 99 | VSSVANGUARD FTSE | 6,509 | $0 | 0.00% | |
| 100 | FFORD MOTOR | 2,336 | $0 | 0.00% |
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