Iag Wealth Partners, LLC Portfolio Holdings

Iag Wealth Partners, LLC

  • $570 Million
  • Q1 2025

Iag Wealth Partners, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $570 Million distributed in 500 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 $51.8M, Wisdomtree Tr U.S Largecap Div with a value of $32.6M, American Centy ETF Tr Avantis with a value of $30.8M, Goldman Sachs ETF Tr Activebet with a value of $30.6M, and Indexiq Active ETF Tr Iq Macka with a value of $26.1M.

Examining the 13F form we can see an increase of $26.4M in the current position value, from $544M to 570M.

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

Portfolio value $570 Million
ETFs: $519 Million
Technology: $3.91 Million
Financial Services: $3.62 Million
Healthcare: $2.77 Million
Industrials: $1.73 Million
Utilities: $1.49 Million
Consumer Cyclical: $1.43 Million
Consumer Defensive: $1.15 Million
Other: $2.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$51.8 Million 9.08% of portfolio
791,709
Q1 2025 Added 4.8%
$0
$32.6 Million 5.72% of portfolio
415,606
Q1 2025 Added 0.78%
$0
$30.8 Million 5.4% of portfolio
542,800
Q1 2025 Added 34,561.56%
$0
$30.6 Million 5.36% of portfolio
277,916
Q1 2025 Added 2.87%
$0
$26.1 Million 4.57% of portfolio
1,087,547
Q1 2025 Reduced 2.08%
$0
$23.8 Million 4.18% of portfolio
484,966
Q1 2025 Added 1.21%
$0
$22.6 Million 3.97% of portfolio
40,308
Q1 2025 Reduced 2.52%
$0
$22.6 Million 3.95% of portfolio
1,176,456
Q1 2025 Added 59.99%
$0
$19.5 Million 3.41% of portfolio
52,551
Q1 2025 Added 14.13%
$0
$18.4 Million 3.22% of portfolio
369,828
Q1 2025 Added 32.73%
$0
$18.3 Million 3.2% of portfolio
579,855
Q1 2025 Added 1.11%
$0
$17.3 Million 3.03% of portfolio
290,032
Q1 2025 Added 2.36%
$0
$16.1 Million 2.83% of portfolio
324,637
Q1 2025 Added 3.09%
$0
$15.3 Million 2.68% of portfolio
305,689
Q1 2025 Added 3.51%
$0
$14.4 Million 2.53% of portfolio
217,776
Q1 2025 Added 13.44%
$0
$13.9 Million 2.45% of portfolio
379,710
Q1 2025 Reduced 68.45%
$0
$11.5 Million 2.01% of portfolio
169,776
Q1 2025 Added 2.17%
$0
$10 Million 1.76% of portfolio
196,673
Q1 2025 Added 7.53%
$0
$9.4 Million 1.65% of portfolio
315,594
Q1 2025 Reduced 5.25%
$0
$8.74 Million 1.53% of portfolio
345,912
Q1 2025 New
$0
$8.36 Million 1.47% of portfolio
105,697
Q1 2025 Added 9.18%
$0
$6.32 Million 1.11% of portfolio
34,696
Q1 2025 Reduced 2.64%
$0
$6.08 Million 1.07% of portfolio
75,824
Q1 2025 Added 1.0%
$0
$6.01 Million 1.05% of portfolio
90,627
Q1 2025 Reduced 5.87%
$0
$5.44 Million 0.95% of portfolio
213,468
Q1 2025 Added 5.08%
$0
$4.86 Million 0.85% of portfolio
119,817
Q1 2025 Added 12.6%
$0
$4.53 Million 0.79% of portfolio
146,248
Q1 2025 Reduced 6.97%
$0
$4.46 Million 0.78% of portfolio
83,521
Q1 2025 Added 720.44%
$0
$4.44 Million 0.78% of portfolio
73,834
Q1 2025 Added 2.94%
$0
$4.43 Million 0.78% of portfolio
57,701
Q1 2025 Reduced 2.04%
$0
$4.07 Million 0.71% of portfolio
157,202
Q1 2025 Reduced 1.05%
$0
$4.05 Million 0.71% of portfolio
86,246
Q1 2025 Reduced 10.7%
$0
$4.06 Million 0.71% of portfolio
70,892
Q1 2025 Reduced 26.22%
$0
$4.03 Million 0.71% of portfolio
79,645
Q1 2025 Reduced 2.49%
$0
$4.05 Million 0.71% of portfolio
121,949
Q1 2025 Added 38.36%
$0
$3.95 Million 0.69% of portfolio
101,691
Q1 2025 Reduced 43.68%
$0
$3.37 Million 0.59% of portfolio
74,902
Q1 2025 Added 4.96%
$622B
$2.54 Million 0.45% of portfolio
4,770
Q3 2024 Added 169.49%
$0
$2.57 Million 0.45% of portfolio
99,592
Q1 2025 Added 5.8%
$0
$2.44 Million 0.43% of portfolio
42,693
Q1 2025 Added 16.72%
$0
$2.22 Million 0.39% of portfolio
32,174
Q1 2025 Reduced 12.27%
$0
$1.91 Million 0.33% of portfolio
31,517
Q1 2025 Added 8.6%
$0
$1.72 Million 0.3% of portfolio
13,986
Q1 2025 Reduced 12.94%
$0
$1.62 Million 0.28% of portfolio
41,152
Q1 2025 Added 0.76%
$3.45T
$1.53 Million 0.27% of portfolio
6,872
Q1 2025 Reduced 0.06%
$0
$1.51 Million 0.26% of portfolio
19,038
Q1 2025 Reduced 0.3%
$0
$1.36 Million 0.24% of portfolio
42,646
Q1 2025 Reduced 3.92%
$0
$1.35 Million 0.24% of portfolio
31,533
Q1 2025 Reduced 5.22%
$0
$1.33 Million 0.23% of portfolio
53,009
Q1 2025 Reduced 12.82%

Summary

  • Portfolio
  • No. of Stocks 500
  • Current Value $570 Million
  • Prior Value $544 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 37 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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