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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR PORTFOLIO | 755,471 | $52.1M | 9.19% | |
| 2 | SPDWSPDR PORTFOLIO | 1,203,375 | $41.1M | 7.24% | |
| 3 | DLNWISDOMTREE U S | 412,385 | $32.1M | 5.66% | |
| 4 | GSLCGOLDMAN SACHS | 270,170 | $31.1M | 5.49% | |
| 5 | MMITNEW YORK LIFE | 1,110,681 | $26.7M | 4.70% | |
| 6 | DONWISDOMTREE U S | 479,156 | $24.4M | 4.31% | |
| 7 | IVVISHARES CORE | 41,352 | $24.3M | 4.29% | |
| 8 | GSIEGOLDMAN SACHS | 573,481 | $19.1M | 3.37% | |
| 9 | VUGVANGUARD GROWTH | 46,045 | $18.9M | 3.33% | |
| 10 | PWVINVESCO LARGE | 283,338 | $16.1M | 2.84% | |
| 11 | JBNDJP MORGAN | 296,296 | $15.5M | 2.73% | |
| 12 | JMUBJP MORGAN | 295,309 | $14.8M | 2.61% | |
| 13 | HAPVANECK NATURAL | 314,902 | $14.4M | 2.53% | |
| 14 | HTABHARTFORD SCHRODERS | 735,334 | $14.2M | 2.51% | |
| 15 | PULSPGIM ULTRA | 278,641 | $13.8M | 2.44% | |
| 16 | IMCGISHARES MORNINGSTAR | 170,503 | $12.9M | 2.27% | |
| 17 | SPTMSPDR PORTFOLIO | 166,176 | $11.9M | 2.09% | |
| 18 | AVDEAVANTIS INTL | 191,968 | $11.8M | 2.08% | |
| 19 | SPMDSPDR PORTFOLIO | 182,901 | $10.0M | 1.76% | |
| 20 | CWISPDR MSCI | 333,068 | $9.3M | 1.64% | |
| 21 | DGRWWISDOMTREE TRUST | 96,807 | $7.8M | 1.38% | |
| 22 | VIGVANGUARD DIVIDEND | 35,638 | $7.0M | 1.23% | |
| 23 | SPYGSPDR PORTFOLIO | 75,073 | $6.6M | 1.16% | |
| 24 | GUNRFLEXSHARES MORNINGSTAR | 180,546 | $6.6M | 1.16% | |
| 25 | SPHQINVESCO EXCHANGE | 96,274 | $6.5M | 1.14% | |
| 26 | JHMMJOHN HANCOCK | 96,087 | $5.7M | 1.01% | |
| 27 | SPABSPDR PORTFOLIO | 203,139 | $5.1M | 0.90% | |
| 28 | SPSMSPDR PORTFOLIO | 106,412 | $4.8M | 0.84% | |
| 29 | MDYVSPDR SERIES | 58,905 | $4.7M | 0.83% | |
| 30 | GTOINVESCO TOTAL | 96,583 | $4.5M | 0.79% | |
| 31 | RODMLATTICE HARTFORD | 157,211 | $4.5M | 0.79% | |
| 32 | AVEMAVANTIS EMERGING | 71,722 | $4.2M | 0.74% | |
| 33 | SPYVSPDR PORTFOLIO | 81,681 | $4.2M | 0.74% | |
| 34 | DFAEDIMENSIONAL EMERGING | 158,868 | $4.0M | 0.71% | |
| 35 | OMFSINVESCO RUSSELL | 91,087 | $3.6M | 0.64% | |
| 36 | ISCGISHARES MORNINGSTAR | 71,365 | $3.5M | 0.62% | |
| 37 | RECSCOLUMBIA RESEARCH | 88,138 | $3.1M | 0.54% | |
| 38 | JSMDJANUS DETROIT | 36,674 | $2.8M | 0.49% | |
| 39 | NBCMNEUBERGER BERMAN | 115,449 | $2.4M | 0.43% | |
| 40 | DFISDIMENSIONAL INTL | 94,128 | $2.3M | 0.41% | |
| 41 | CSBVICTORYSHARES US | 36,576 | $2.2M | 0.38% | |
| 42 | BRK/BBERKSHIRE HATHAWAY | 4,770 | $2.2M | 0.38% | |
| 43 | HELOJP MORGAN | 33,717 | $2.1M | 0.37% | |
| 44 | SMLVSPDR SSGA | 16,064 | $2.0M | 0.36% | |
| 45 | BBSCJP MORGAN | 29,020 | $2.0M | 0.35% | |
| 46 | AAPLAPPLE INC | 6,876 | $1.7M | 0.30% | |
| 47 | USFRWISDOMTREE FLOATING | 33,759 | $1.7M | 0.30% | |
| 48 | MDYGSPDR SERIES | 19,096 | $1.7M | 0.29% | |
| 49 | NUMGNUVEEN ESG | 33,268 | $1.6M | 0.28% | |
| 50 | SPEMSPDR PORTFOLIO | 40,842 | $1.6M | 0.28% | |
| 51 | SJNKSPDR BLOOMBERG | 60,805 | $1.5M | 0.27% | |
| 52 | DESWISDOMTREE U S | 44,388 | $1.5M | 0.27% | |
| 53 | SCHMSCHWAB US | 48,153 | $1.3M | 0.24% | |
| 54 | VTIVANGUARD TOTAL | 4,374 | $1.3M | 0.22% | |
| 55 | PBUSINVESCO MSCI | 21,253 | $1.3M | 0.22% | |
| 56 | AVDVAVANTIS INTL | 17,485 | $1.1M | 0.20% | |
| 57 | SLYVSPDR SERIES | 10,101 | $881K | 0.16% | |
| 58 | MSFTMICROSOFT CORP | 1,982 | $835K | 0.15% | |
| 59 | SPGMSPDR MSCI | 13,200 | $835K | 0.15% | |
| 60 | JMSTJP MORGAN | 14,898 | $755K | 0.13% | |
| 61 | NDQINVESCO QQQ | 1,450 | $741K | 0.13% | |
| 62 | JSMLJANUS DETROIT | 10,573 | $693K | 0.12% | |
| 63 | CGGECAPITAL GROUP | 26,246 | $669K | 0.12% | |
| 64 | VSSVANGUARD FTSE | 5,568 | $637K | 0.11% | |
| 65 | NVDANVIDIA CORP | 4,690 | $629K | 0.11% | |
| 66 | WECWEC ENERGY | 5,893 | $554K | 0.10% | |
| 67 | IWFISHARES RUSSELL | 1,297 | $520K | 0.09% | |
| 68 | GNRSPDR S&P | 10,180 | $506K | 0.09% | |
| 69 | ORCLORACLE CORP | 3,021 | $503K | 0.09% | |
| 70 | IJHISHARES CORE | 7,988 | $497K | 0.09% | |
| 71 | IWMISHARES RUSSELL | 2,222 | $490K | 0.09% | |
| 72 | BBMCJPMORGAN BETABUILDERS | 5,016 | $482K | 0.09% | |
| 73 | MTUMISHARES MSCI | 2,180 | $451K | 0.08% | |
| 74 | VOOVANGUARD S&P | 797 | $429K | 0.08% | |
| 75 | SCHXSCHWAB US | 18,408 | $426K | 0.08% | |
| 76 | VBVANGUARD SMALL | 1,681 | $403K | 0.07% | |
| 77 | FVDFIRST TRUST | 9,070 | $395K | 0.07% | |
| 78 | HDHOME DEPOT | 1,000 | $388K | 0.07% | |
| 79 | AMZNAMAZON COM | 1,665 | $365K | 0.06% | |
| 80 | IJRISHARES CORE | 3,107 | $357K | 0.06% | |
| 81 | COSTCOSTCO WHOLESALE | 373 | $341K | 0.06% | |
| 82 | LLYELI LILLY | 440 | $339K | 0.06% | |
| 83 | DBEFX TRACKERS | 8,132 | $336K | 0.06% | |
| 84 | BCOW1895 BANCORP | 33,141 | $331K | 0.06% | |
| 85 | SPYSPDR S&P | 566 | $331K | 0.06% | |
| 86 | JPMJPMORGAN CHASE | 1,175 | $281K | 0.05% | |
| 87 | GEMGOLDMAN SACHS | 8,298 | $264K | 0.05% | |
| 88 | DLSWISDOMTREE INTL | 4,156 | $261K | 0.05% | |
| 89 | SPSBSPDR PORTFOLIO | 8,500 | $253K | 0.04% | |
| 90 | SCHVSCHWAB US | 9,570 | $249K | 0.04% | |
| 91 | CVXCHEVRON CORP | 1,643 | $237K | 0.04% | |
| 92 | NEENEXTERA ENERGY | 3,200 | $229K | 0.04% | |
| 93 | ANETARISTA NETWORKS | 2,047 | $226K | 0.04% | |
| 94 | SUSAISHARES MSCI | 1,858 | $225K | 0.04% | |
| 95 | MDYSPDR S&P | 392 | $223K | 0.04% | |
| 96 | GQ9SPDR GOLD | 902 | $218K | 0.04% | |
| 97 | FEXFIRST TRUST | 1,987 | $207K | 0.04% | |
| 98 | ABBVABBVIE INC | 1,165 | $207K | 0.04% | |
| 99 | VTVVANGUARD VALUE | 1,216 | $205K | 0.04% | |
| 100 | ETENERGY TRANSFER | 10,456 | $204K | 0.04% |
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