Iag Wealth Partners, LLC Purchases in Q4 2024

Iag Wealth Partners, LLC

  • $544 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAE
Dimensional ETF Tr

ETFs
159K
New
$25.36 - $28.15 $4.03M - $4.47M
159K $4.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
36.2K
+ 5.04%
$66.77 - $71.52 $2.42M - $2.59M
755K $52.1M
PULS
Pgim ETF Tr

ETFs
57.2K
+ 25.81%
$49.51 - $49.79 $2.83M - $2.85M
279K $13.8M
HTAB
Hartford Fds Exchange Traded

ETFs
136K
+ 22.69%
$19.26 - $19.88 $2.62M - $2.7M
735K $14.2M
VUG
Vanguard Growth ETF

ETFs
2.87K
+ 6.65%
$378.79 - $428.11 $1.09M - $1.23M
46K $18.9M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
5.48K
+ 2.07%
$111.85 - $120.71 $613K - $662K
270K $31.1M
RECS
Columbia ETF Tr I

ETFs
31.5K
+ 55.55%
$33.61 - $36.42 $1.06M - $1.15M
88.1K $3.05M
USFR
Wisdomtree Floating Rate Treas

ETFs
20.4K
+ 153.52%
$50.23 - $50.46 $1.03M - $1.03M
33.8K $1.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
47K
+ 30.09%
$24.94 - $26.14 $1.17M - $1.23M
203K $5.08M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
23.5K
+ 4.28%
N/A
573K $18.1M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
50.8K
+ 4.79%
$23.99 - $24.55 $1.22M - $1.25M
1.11M $26.7M
SPMD
Spdr Portfolio

ETFs
4.16K
+ 2.32%
$54.13 - $59.56 $225K - $247K
183K $10M
AAPL
Apple Inc.

Technology
190
+ 2.84%
$221.69 - $259.02 $42.1K - $49.2K
6.88K $1.72M
CAT
Caterpillar Inc

Industrials
408
+ 374.31%
$360.37 - $416.88 $147K - $170K
517 $187K
NVDA
Nvidia Corp

Technology
590
+ 14.39%
$117.0 - $148.88 $69K - $87.8K
4.69K $629K
VNLA
Janus Henderson Short Duration

ETFs
2.45K
New
$48.82 - $49.11 $120K - $121K
2.45K $120K
ET
Energy Transfer LP

Energy
4.47K
+ 74.59%
$16.05 - $19.86 $71.7K - $88.7K
10.5K $204K
NOC
Northrop Grumman Corp

Industrials
220
+ 733.33%
$466.52 - $543.88 $103K - $120K
250 $117K
COST
Costco Wholesale Corp

Consumer Defensive
100
+ 36.63%
$873.59 - $994.69 $87.4K - $99.5K
373 $341K
AVEM
American Centy ETF Tr Avantis

ETFs
7.83K
+ 12.25%
$58.59 - $66.14 $459K - $518K
71.7K $4.22M
WEC
Wec Energy Group, Inc.

Utilities
1K
+ 20.54%
$92.94 - $101.82 $93.3K - $102K
5.89K $554K
AVIV
American Centy ETF Tr Avantis
1.57K
New
$51.24 - $55.81 $80.2K - $87.4K
1.57K $81K
XOM
Exxon Mobil Corp

Energy
795
+ 149.72%
$105.51 - $125.37 $83.9K - $99.7K
1.33K $142K
AVGO
Broadcom Inc.

Technology
138
+ 26.54%
$159.67 - $250.0 $22K - $34.5K
658 $152K
GS
Goldman Sachs Group Inc

Financial Services
97
+ 125.97%
$486.1 - $608.57 $47.2K - $59K
174 $99K
JPM
Jpmorgan Chase & CO

Financial Services
105
+ 9.81%
$205.18 - $250.29 $21.5K - $26.3K
1.18K $281K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.1K
+ 9.05%
$63.23 - $66.65 $69.2K - $73K
13.2K $835K
GOOG
Alphabet Inc.

Communication Services
200
+ 48.54%
$163.08 - $198.16 $32.6K - $39.6K
612 $116K
PG
Procter & Gamble CO

Consumer Defensive
283
+ 152.97%
$161.05 - $179.7 $45.6K - $50.9K
468 $78K
KO
Coca Cola CO

Consumer Defensive
805
+ 197.79%
$61.74 - $71.71 $49.7K - $57.7K
1.21K $75K
KMB
Kimberly Clark Corp

Consumer Defensive
362
+ 182.83%
$130.37 - $146.09 $47.2K - $52.9K
560 $73K
NFG
National Fuel Gas CO

Energy
750
New
$58.89 - $64.23 $44.2K - $48.2K
750 $45K
PYPL
Pay Pal Holdings, Inc.

Financial Services
490
+ 178.18%
$77.25 - $91.3 $37.9K - $44.7K
765 $65K
V
Visa Inc.

Financial Services
89
+ 25.43%
$273.87 - $320.91 $24.4K - $28.6K
439 $138K
FDX
Fedex Corp

Industrials
152
New
$260.5 - $305.15 $39.6K - $46.4K
152 $42K
GNR
Spdr S&P Global Natural Resour

ETFs
2.12K
+ 26.22%
$48.67 - $58.43 $103K - $124K
10.2K $506K
CSCO
Cisco Systems, Inc.

Technology
608
+ 71.11%
$52.45 - $60.02 $31.9K - $36.5K
1.46K $86K
DUK
Duke Energy Corp

Utilities
374
New
$105.76 - $120.76 $39.6K - $45.2K
374 $40K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
784
New
$50.0 - $50.27 $39.2K - $39.4K
784 $39K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
972
New
$40.34 - $40.62 $39.2K - $39.5K
972 $39K
DFIS
Dimensional ETF Tr Dimensional

ETFs
9.42K
+ 11.12%
$24.25 - $26.7 $228K - $251K
94.1K $2.31M
SOFI
So Fi Technologies, Inc.

Financial Services
2.48K
New
$7.63 - $16.88 $18.9K - $41.8K
2.48K $38K
ORCL
Oracle Corp

Technology
267
+ 9.69%
$165.41 - $192.43 $44.2K - $51.4K
3.02K $503K
CSB
Victory Portf Ii Shs Us Small

ETFs
181
+ 0.5%
$57.75 - $64.78 $10.5K - $11.7K
36.6K $2.17M
STLD
Steel Dynamics Inc

Basic Materials
343
New
N/A
343 $33K
XLV
Select Sector Spdr Fund Health

ETFs
258
+ 86.0%
$136.28 - $154.74 $35.2K - $39.9K
558 $76K
CPT
Camden Property Trust

Real Estate
250
New
$112.52 - $127.03 $28.1K - $31.8K
250 $29K
IVW
Ishares S&P 500 Growth ETF

ETFs
255
+ 56.04%
$94.43 - $105.47 $24.1K - $26.9K
710 $72K
TOL
Toll Brothers, Inc.

Consumer Cyclical
238
+ 1034.78%
$123.8 - $167.8 $29.5K - $39.9K
261 $32K
Activity Summary
Buys All Purchases 165 New Holdings 61 Increased Positions 104 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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