Iag Wealth Partners, LLC Portfolio Holdings

Iag Wealth Partners, LLC

  • $544 Million
  • Q4 2024

Iag Wealth Partners, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $544 Million distributed in 507 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $52.1M, Spdr Ser Tr Fds Spdr Portfolio with a value of $41.1M, Wisdomtree Tr U.S Largecap Div with a value of $32.1M, Goldman Sachs ETF Tr Activebet with a value of $31.1M, and Indexiq Active ETF Tr Iq Macka with a value of $26.7M.

Examining the 13F form we can see an increase of $9.18M in the current position value, from $535M to 544M.

Below you can find more details about Iag Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $544 Million
ETFs: $525 Million
Technology: $4.48 Million
Financial Services: $3.53 Million
Industrials: $1.51 Million
Consumer Cyclical: $1.42 Million
Healthcare: $1.42 Million
Utilities: $1.24 Million
Consumer Defensive: $892,000
Other: $2.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52.1 Million 9.58% of portfolio
755,471
Q4 2024 Added 5.04%
$0
$41.1 Million 7.55% of portfolio
1,203,375
Q4 2024 Added 7.45%
$0
$32.1 Million 5.9% of portfolio
412,385
Q4 2024 Reduced 1.43%
$0
$31.1 Million 5.72% of portfolio
270,170
Q4 2024 Added 2.07%
$0
$26.7 Million 4.9% of portfolio
1,110,681
Q4 2024 Added 4.79%
$0
$24.4 Million 4.49% of portfolio
479,156
Q4 2024 Reduced 2.17%
$0
$24.3 Million 4.48% of portfolio
41,352
Q4 2024 Reduced 2.82%
$0
$18.9 Million 3.47% of portfolio
46,045
Q4 2024 Added 6.65%
$0
$18.1 Million 3.32% of portfolio
573,481
Q4 2024 Added 4.28%
$0
$16.1 Million 2.96% of portfolio
283,338
Q4 2024 Reduced 6.37%
$0
$14.8 Million 2.72% of portfolio
295,309
Q4 2024 Reduced 0.34%
$0
$14.4 Million 2.64% of portfolio
314,902
Q4 2024 Added 10.34%
$0
$14.2 Million 2.62% of portfolio
735,334
Q4 2024 Added 22.69%
$0
$13.8 Million 2.54% of portfolio
278,641
Q4 2024 Added 25.81%
$0
$12.9 Million 2.37% of portfolio
170,503
Q4 2024 Reduced 0.18%
$0
$11.9 Million 2.18% of portfolio
166,176
Q4 2024 Reduced 4.52%
$0
$10 Million 1.84% of portfolio
182,901
Q4 2024 Added 2.32%
$0
$9.31 Million 1.71% of portfolio
333,068
Q4 2024 Reduced 2.13%
$0
$7.83 Million 1.44% of portfolio
96,807
Q4 2024 Added 12.08%
$0
$6.56 Million 1.21% of portfolio
180,546
Q4 2024 Added 8.24%
$0
$6.6 Million 1.21% of portfolio
75,073
Q4 2024 Reduced 1.94%
$0
$6.45 Million 1.19% of portfolio
96,274
Q4 2024 Reduced 7.16%
$0
$6.49 Million 1.19% of portfolio
35,638
Q4 2024 Reduced 5.27%
$0
$5.74 Million 1.06% of portfolio
96,087
Q4 2024 Reduced 2.3%
$0
$5.08 Million 0.93% of portfolio
203,139
Q4 2024 Added 30.09%
$0
$4.78 Million 0.88% of portfolio
106,412
Q4 2024 Reduced 0.39%
$0
$4.72 Million 0.87% of portfolio
58,905
Q4 2024 Reduced 3.22%
$0
$4.48 Million 0.82% of portfolio
96,583
Q4 2024 Reduced 5.67%
$0
$4.47 Million 0.82% of portfolio
157,211
Q4 2024 Reduced 1.73%
$0
$4.22 Million 0.78% of portfolio
71,722
Q4 2024 Added 12.25%
$0
$4.18 Million 0.77% of portfolio
81,681
Q4 2024 Reduced 4.4%
$0
$4.03 Million 0.74% of portfolio
158,868
Q4 2024 New
$0
$3.6 Million 0.66% of portfolio
91,087
Q4 2024 Reduced 1.44%
$0
$3.53 Million 0.65% of portfolio
71,365
Q4 2024 Reduced 0.21%
$0
$3.05 Million 0.56% of portfolio
88,138
Q4 2024 Added 55.55%
$0
$2.75 Million 0.51% of portfolio
36,674
Q4 2024 Reduced 2.51%
$0
$2.31 Million 0.42% of portfolio
94,128
Q4 2024 Added 11.12%
$0
$2.17 Million 0.4% of portfolio
36,576
Q4 2024 Added 0.5%
$650B
$2.16 Million 0.4% of portfolio
4,770
Q3 2024 Added 169.49%
$0
$2.05 Million 0.38% of portfolio
16,064
Q4 2024 Reduced 7.88%
$0
$1.98 Million 0.36% of portfolio
29,020
Q4 2024 Reduced 6.96%
$3.97T
$1.72 Million 0.32% of portfolio
6,876
Q4 2024 Added 2.84%
$0
$1.66 Million 0.31% of portfolio
19,096
Q4 2024 Reduced 1.42%
$0
$1.7 Million 0.31% of portfolio
33,759
Q4 2024 Added 153.52%
$0
$1.57 Million 0.29% of portfolio
40,842
Q4 2024 Added 5.09%
$0
$1.58 Million 0.29% of portfolio
33,268
Q4 2024 Reduced 9.41%
$0
$1.54 Million 0.28% of portfolio
60,805
Q4 2024 Added 2.6%
$0
$1.52 Million 0.28% of portfolio
44,388
Q4 2024 Reduced 1.81%
$0
$1.33 Million 0.25% of portfolio
48,153
Q4 2024 Added 191.78%

Summary

  • Portfolio
  • No. of Stocks 507
  • Current Value $544 Million
  • Prior Value $535 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 61 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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