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)

#StockSharesValue% PortfolioType
301
MPTMEDICAL PROPERTIES
3,925$15K0.00%
302
RWJINVESCO S&P
345$15K0.00%
303
CHDCHURCH & DWIGHT
140$14K0.00%
304
TXNTEXAS INSTRUMENTS
75$14K0.00%
305
QCLNFIRST TRUST
420$14K0.00%
306
AVAAVISTA CORP
400$14K0.00%
307
OTTROTTER TAIL
200$14K0.00%
308
SNPEX TRACKERS
252$13K0.00%
309
BKRBAKER HUGHES
325$13K0.00%
310
LOWLOWES COMPANIES
56$13K0.00%
311
FSKFS KKR
608$13K0.00%
312
HNMORMAT TECHNOLOGIES
200$13K0.00%
313
MCKMCKESSON CORP
24$13K0.00%
314
COFCAPITAL ONE
75$13K0.00%
315
DRSLEONARDO DRS
400$12K0.00%
316
PLTRPALANTIR TECHNOLOGIES
168$12K0.00%
317
CGUSCAPITAL GROUP
355$12K0.00%
318
LCNBLCNB CORP
800$12K0.00%
319
ESGUISHARES ESG
100$12K0.00%
320
NCLHNORWEGIAN CRUISE
500$12K0.00%
321
DOCUDOCUSIGN INC
140$12K0.00%
322
LHXL3HARRIS TECHNOLOGIES
60$12K0.00%
323
COPXGLOBAL X
310$11K0.00%
324
UAUNDER ARMOUR
1,475$11K0.00%
325
VLOVALERO ENERGY
93$11K0.00%
326
IWRISHARES RUSSELL
126$11K0.00%
327
WTSWATTS WATER
57$11K0.00%
328
ADBEADOBE INC
25$11K0.00%
329
OKEONEOK INC
112$11K0.00%
330
IWBISHARES RUSSELL
37$11K0.00%
331
OREALTY INCOME
218$11K0.00%
332
VICIVICI PROPERTIES
382$11K0.00%
333
CHRDCHORD ENERGY
102$11K0.00%
334
CVSCVS HEALTH
235$10K0.00%
335
EIDOISHARES MSCI
577$10K0.00%
336
RGAREINSURANCE GROUP
48$10K0.00%
337
EOLSEVOLUS INC
927$10K0.00%
338
DFATDIMENSIONAL US
189$10K0.00%
339
INTUINTUIT INC
17$10K0.00%
340
JWNUSDNORDSTROM INC
440$10K0.00%
341
INFYINFOSYS LTD
496$10K0.00%
342
CROXCROCS INC
100$10K0.00%
343
MDTMEDTRONIC PLC
129$10K0.00%
344
XMMOINVESCO S&P
74$9K0.00%
345
BAHBOOZ ALLEN
72$9K0.00%
346
CCOCAMECO CORP
184$9K0.00%
347
MTNVAIL RESORTS
50$9K0.00%
348
SPHDINVESCO S&P
198$9K0.00%
349
PSXPHILLIPS 66
85$9K0.00%
350
XLCSELECT SECTOR
100$9K0.00%
351
OESXUSDORION ENERGY
12,000$9K0.00%
352
VXFVANGUARD EXTENDED
50$9K0.00%
353
NOWSERVICENOW INC
9$9K0.00%
354
HNSTHONEST CO
1,300$9K0.00%
355
ELESTEE LAUDER
127$9K0.00%
356
CGXUCAPITAL GROUP
392$9K0.00%
357
PKBINVESCO BUILDING
127$9K0.00%
358
VNMVANECK VIETNAM
827$9K0.00%
359
GDXVANECK GOLD
246$8K0.00%
360
CAKECHEESECAKE FACTORY
175$8K0.00%
361
VPLVANGUARD FTSE
122$8K0.00%
362
HYGISHARES IBOXX
113$8K0.00%
363
ARKGARK GENOMIC
351$8K0.00%
364
GNRCGENERAC HOLDINGS
58$8K0.00%
365
SLYGSPDR SERIES
99$8K0.00%
366
TIPISHARES TIPS
81$8K0.00%
367
VGKVANGUARD FTSE
137$8K0.00%
368
MARMARRIOTT INTL
32$8K0.00%
369
BNDVANGUARD TOTAL
118$8K0.00%
370
PPLPEMBINA PIPELINE
200$7K0.00%
371
KMXCARMAX INC
90$7K0.00%
372
VRTVERTIV HOLDINGS
67$7K0.00%
373
CGGRCAPITAL GROUP
211$7K0.00%
374
SYYSYSCO CORP
100$7K0.00%
375
4I1PHILIP MORRIS
60$7K0.00%
376
BKBANK NEW YORK
103$7K0.00%
377
ITWILLINOIS TOOL
29$7K0.00%
378
ESMLISHARES ESG
185$7K0.00%
379
IDXXIDEXX LABS INC
17$7K0.00%
380
GHGUARDANT HEALTH
230$7K0.00%
381
PLDPROLOGIS INC
75$7K0.00%
382
VEUVANGUARD FTSE
125$7K0.00%
383
KTOSKRATOS DEFENSE
275$7K0.00%
384
SCCOSOUTHERN COPPER
84$7K0.00%
385
FASTFASTENAL CO
107$7K0.00%
386
CELHCELSIUS HOLDINGS
275$7K0.00%
387
CWCURTISS WRIGHT CORP DE
20$7K0.00%
388
LULULULULEMON ATHLETICA
17$6K0.00%
389
WWJDNORTHERN LIGHTS
224$6K0.00%
390
FLQMFRANKLIN US
126$6K0.00%
391
ZMZOOM COMMUNICATIONS
80$6K0.00%
392
EQHEQUITABLE HOLDINGS
144$6K0.00%
393
BNDXVANGUARD TOTAL
130$6K0.00%
394
WRAPWRAP TECHNOLOGIES
3,000$6K0.00%
395
HRLHORMEL FOODS
200$6K0.00%
396
FMDEFIDELITY COVINGTON
198$6K0.00%
397
CMGCHIPOTLE MEXICAN
100$6K0.00%
398
HIIHUNTINGTON INGALLS
36$6K0.00%
399
IYEISHARES U S
135$6K0.00%
400
SOLVSOLVENTUM CORP
93$6K0.00%
PreviousPage 4 of 6Next