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 |
|---|---|---|---|---|---|
| 101 | DEDEERE & CO | 460 | $194K | 0.03% | |
| 102 | CATCATERPILLAR INC | 517 | $187K | 0.03% | |
| 103 | MRKMERCK & COMPANY | 1,844 | $183K | 0.03% | |
| 104 | MLPXGLOBAL X | 2,942 | $178K | 0.03% | |
| 105 | IWDISHARES RUSSELL | 879 | $162K | 0.03% | |
| 106 | PEPPEPSICO INC | 1,036 | $157K | 0.03% | |
| 107 | IYWISHARES TECHNOLOGY | 978 | $156K | 0.03% | |
| 108 | AVGOBROADCOM INC | 658 | $152K | 0.03% | |
| 109 | IAU*ISHARES GOLD | 2,968 | $146K | 0.03% | |
| 110 | DISWALT DISNEY | 1,309 | $145K | 0.03% | |
| 111 | XOMEXXON MOBIL | 1,326 | $142K | 0.03% | |
| 112 | DFUSDIMENSIONAL US | 2,225 | $141K | 0.02% | |
| 113 | VVISA INC | 439 | $138K | 0.02% | |
| 114 | TAT&T INC | 6,018 | $137K | 0.02% | |
| 115 | METAMETA PLATFORMS | 223 | $130K | 0.02% | |
| 116 | GWWGRAINGER W W | 124 | $130K | 0.02% | |
| 117 | WPCW P CAREY | 2,332 | $127K | 0.02% | |
| 118 | XLFISECTOR CONSUMER | 1,596 | $125K | 0.02% | |
| 119 | VEAVANGUARD FTSE | 2,574 | $123K | 0.02% | |
| 120 | IUSVISHARES CORE | 1,323 | $122K | 0.02% | |
| 121 | JNJJOHNSON & JOHNSON | 841 | $121K | 0.02% | |
| 122 | VNLAJANUS HENDERSON | 2,454 | $120K | 0.02% | |
| 123 | NOCNORTHROP GRUMMAN | 250 | $117K | 0.02% | |
| 124 | GOOGALPHABET INC | 612 | $116K | 0.02% | |
| 125 | MCDMCDONALDS CORP | 395 | $114K | 0.02% | |
| 126 | MOATVANECK MORNINGSTAR | 1,220 | $113K | 0.02% | |
| 127 | QUALISHARES MSCI | 623 | $110K | 0.02% | |
| 128 | TSLATESLA INC | 271 | $109K | 0.02% | |
| 129 | FBNDFIDELITY TOTAL | 2,438 | $109K | 0.02% | |
| 130 | ACWIISHARES MSCI | 925 | $108K | 0.02% | |
| 131 | SDYSPDR SERIES | 815 | $107K | 0.02% | |
| 132 | PRFINVESCO FTSE | 2,627 | $105K | 0.02% | |
| 133 | NUDMNUVEEN ESG | 3,450 | $103K | 0.02% | |
| 134 | LNTALLIANT ENERGY | 1,692 | $100K | 0.02% | |
| 135 | GSGOLDMAN SACHS | 174 | $99K | 0.02% | |
| 136 | IEMGISHARES CORE | 1,863 | $97K | 0.02% | |
| 137 | SMMDISHARES RUSSELL | 1,425 | $96K | 0.02% | |
| 138 | ADPAUTOMATIC DATA | 330 | $96K | 0.02% | |
| 139 | RDVYFIRST TRUST | 1,600 | $94K | 0.02% | |
| 140 | IVEISHARES S&P | 492 | $93K | 0.02% | |
| 141 | VWOVANGUARD FSTE | 2,085 | $91K | 0.02% | |
| 142 | EXASEXACT SCIENCES | 1,615 | $90K | 0.02% | |
| 143 | JCIJOHNSON CONTROLS | 1,125 | $88K | 0.02% | |
| 144 | SOSOUTHERN COMPANY | 1,074 | $88K | 0.02% | |
| 145 | AMGNAMGEN INC | 335 | $87K | 0.02% | |
| 146 | FISFIDELITY NATIONAL | 1,070 | $86K | 0.02% | |
| 147 | CSCOCISCO SYSTEMS | 1,463 | $86K | 0.02% | |
| 148 | XELXCEL ENERGY | 1,276 | $86K | 0.02% | |
| 149 | WMWASTE MANAGEMENT | 423 | $85K | 0.01% | |
| 150 | REETISHARES GLOBAL | 3,584 | $85K | 0.01% | |
| 151 | IHDGWISDOMTREE TRUST | 1,973 | $85K | 0.01% | |
| 152 | SCHFSCHWAB INTL | 4,460 | $82K | 0.01% | |
| 153 | EFAISHARES MSCI | 1,094 | $82K | 0.01% | |
| 154 | AVIVAMERICAN CENTURY | 1,566 | $81K | 0.01% | |
| 155 | UPSUNITED PARCEL | 640 | $80K | 0.01% | |
| 156 | NUSCNUVEEN ESG | 1,925 | $80K | 0.01% | |
| 157 | SMOTVANECK MORNINGSTAR | 2,305 | $79K | 0.01% | |
| 158 | IJSISHARES S&P | 729 | $79K | 0.01% | |
| 159 | PGPROCTER & GAMBLE | 468 | $78K | 0.01% | |
| 160 | JAAAJANUS DETROIT | 1,543 | $78K | 0.01% | |
| 161 | BACVERIZON COMMUNICATIONS | 1,940 | $77K | 0.01% | |
| 162 | XLVSECTOR HEALTHCARE | 558 | $76K | 0.01% | |
| 163 | VGTVANGUARD INFORMATION | 123 | $76K | 0.01% | |
| 164 | KOCOCA COLA COMPANY | 1,212 | $75K | 0.01% | |
| 165 | AMATAPPLIED MATERIALS | 463 | $75K | 0.01% | |
| 166 | KMBKIMBERLY CLARK | 560 | $73K | 0.01% | |
| 167 | WMTWALMART INC | 812 | $73K | 0.01% | |
| 168 | NUBDNUVEEN ESG | 3,316 | $72K | 0.01% | |
| 169 | IVWISHARES S&P | 710 | $72K | 0.01% | |
| 170 | NFLXNETFLIX INC | 80 | $71K | 0.01% | |
| 171 | MMM3M COMPANY | 534 | $68K | 0.01% | |
| 172 | AVUVAVANTIS U S | 705 | $68K | 0.01% | |
| 173 | TJXTJX COS | 568 | $68K | 0.01% | |
| 174 | TMOTHERMO FISHER | 129 | $67K | 0.01% | |
| 175 | FISVFISERV INC | 331 | $67K | 0.01% | |
| 176 | PYPLPAYPAL HOLDINGS | 765 | $65K | 0.01% | |
| 177 | GOOGLALPHABET INC | 340 | $64K | 0.01% | |
| 178 | ARKQARK AUTONOMOUS | 797 | $61K | 0.01% | |
| 179 | IBBISHARES BIOTECHNOLOGY | 450 | $59K | 0.01% | |
| 180 | ARKTARK NEXT | 552 | $59K | 0.01% | |
| 181 | IEVISHARES EUROPE | 1,127 | $58K | 0.01% | |
| 182 | UBSUBS GROUP | 1,915 | $58K | 0.01% | |
| 183 | ESGDISHARES ESG | 765 | $58K | 0.01% | |
| 184 | SPGSIMON PROPERTY | 315 | $54K | 0.01% | |
| 185 | LMTLOCKHEED MARTIN | 112 | $54K | 0.01% | |
| 186 | IOOISHARES GLOBAL | 531 | $53K | 0.01% | |
| 187 | SCHWSCHWAB CHARLES | 705 | $52K | 0.01% | |
| 188 | AQLTISHARES CORE | 731 | $51K | 0.01% | |
| 189 | CRMSALESFORCE INC | 150 | $50K | 0.01% | |
| 190 | ABTABBOTT LABORATORIES | 446 | $50K | 0.01% | |
| 191 | MG1MGE ENERGY INC | 528 | $49K | 0.01% | |
| 192 | VYMVANGUARD HIGH | 385 | $49K | 0.01% | |
| 193 | VBRVANGUARD SMALL | 245 | $48K | 0.01% | |
| 194 | AEEAMEREN CORP | 543 | $48K | 0.01% | |
| 195 | BBUSJPMORGAN BETABUILDERS | 459 | $48K | 0.01% | |
| 196 | MSIMOTOROLA SOLUTIONS | 100 | $46K | 0.01% | |
| 197 | ITOTISHARES CORE | 363 | $46K | 0.01% | |
| 198 | NFGNATIONAL FUEL | 750 | $45K | 0.01% | |
| 199 | SOXXISHARES SEMICONDUCTOR | 209 | $45K | 0.01% | |
| 200 | VBKVANGUARD SMALL | 161 | $45K | 0.01% |