Iag Wealth Partners, LLC Purchases in Q1 2025

Iag Wealth Partners, LLC

  • $570 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
32
+ 0.53%
$21.56 - $28.28 $690 - $905
6.05K $171K
WPC
W. P. Carey Inc.

Real Estate
163
+ 6.99%
$53.5 - $65.05 $8.72K - $10.6K
2.5K $157K
AMZN
Amazon Com Inc

Consumer Cyclical
410
+ 24.62%
$190.26 - $242.06 $78K - $99.2K
2.08K $394K
SLV
I Shares Silver Trust

ETFs
729
+ 59.46%
$26.93 - $31.32 $19.6K - $22.8K
1.96K $60K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
541
+ 25.95%
$42.5 - $46.71 $23K - $25.3K
2.63K $118K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
102
+ 1.83%
$110.75 - $119.78 $11.3K - $12.2K
5.67K $660K
VZ
Verizon Communications Inc

Communication Services
249
+ 12.84%
$37.81 - $46.49 $9.41K - $11.6K
2.19K $99K
SPY
Spdr S&P 500 ETF Trust

ETFs
64
+ 11.31%
$551.42 - $612.93 $35.3K - $39.2K
630 $352K
NOC
Northrop Grumman Corp

Industrials
21
+ 8.4%
$433.45 - $513.82 $9.1K - $10.8K
271 $138K
AMD
Advanced Micro Devices Inc

Technology
253
+ 91.67%
$96.63 - $129.55 $24.4K - $32.8K
529 $54K
SOXX
Ishares Semiconductor ETF

ETFs
133
+ 63.64%
$188.17 - $235.81 $25K - $31.4K
342 $64K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
700
New
N/A
700 $17K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
408
+ 62.01%
$46.12 - $52.9 $18.8K - $21.6K
1.07K $49K
GLDM
World Gold Trust

ETFs
192
+ 45.18%
$52.19 - $61.89 $10K - $11.9K
617 $38K
CHD
Church & Dwight CO Inc

Consumer Defensive
130
+ 92.86%
$101.42 - $113.2 $13.2K - $14.7K
270 $29K
ALL
Allstate Corp

Financial Services
73
New
$180.99 - $210.18 $13.2K - $15.3K
73 $15K
AMP
Ameriprise Financial Inc

Financial Services
30
+ 1000.0%
$472.29 - $575.13 $14.2K - $17.3K
33 $15K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.54%
$890.62 - $1076.86 $1.78K - $2.15K
375 $354K
CGGR
Capital Group Growth ETF Shs C

ETFs
385
+ 182.46%
$33.98 - $39.84 $13.1K - $15.3K
596 $20K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
257
New
$48.25 - $52.09 $12.4K - $13.4K
257 $12K
VEA
Vanguard Ftse Developed Market

ETFs
58
+ 2.25%
$47.4 - $52.99 $2.75K - $3.07K
2.63K $134K
IEF
Ishares Barclays

ETFs
112
New
$91.17 - $95.39 $10.2K - $10.7K
112 $10K
MO
Altria Group, Inc.

Consumer Defensive
73
+ 11.15%
$50.81 - $60.02 $3.71K - $4.38K
728 $43K
MPW
Medical Properties Trust Inc

Real Estate
81
+ 2.06%
$3.83 - $6.21 $310 - $503
4.01K $24K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
314
New
$25.34 - $26.96 $7.96K - $8.47K
314 $8K
GNRC
Generac Holdings Inc.

Industrials
75
+ 129.31%
$126.65 - $164.06 $9.5K - $12.3K
133 $16K
EW
Edwards Lifesciences Corp

Healthcare
120
New
$67.95 - $76.19 $8.15K - $9.14K
120 $8K
F
Ford Motor CO

Consumer Cyclical
699
+ 101.75%
$9.12 - $10.43 $6.37K - $7.29K
1.39K $13K
CMCSA
Comcast Corp

Communication Services
204
+ 20.22%
$33.19 - $38.23 $6.77K - $7.8K
1.21K $44K
NFLX
Netflix Inc

Communication Services
2
+ 2.5%
$828.4 - $1058.6 $1.66K - $2.12K
82 $76K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.3%
$286.85 - $318.64 $287 - $319
331 $101K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
69
+ 69.7%
$80.73 - $94.96 $5.57K - $6.55K
168 $13K
VBR
Vanguard Small Cap Value ETF

ETFs
45
+ 18.37%
$183.02 - $207.75 $8.24K - $9.35K
290 $53K
MDLZ
Mondelez International, Inc.

Consumer Defensive
50
+ 100.0%
$56.12 - $68.15 $2.81K - $3.41K
100 $6K
MSM
Msc Industrial Direct CO Inc

Industrials
59
New
$74.45 - $83.08 $4.39K - $4.9K
59 $4K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
32
New
$90.18 - $98.47 $2.89K - $3.15K
32 $3K
BAX
Baxter International Inc

Healthcare
100
New
$29.26 - $36.57 $2.93K - $3.66K
100 $3K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
170
+ 11.93%
$61.55 - $71.27 $10.5K - $12.1K
1.6K $99K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
25
New
$91.45 - $91.75 $2.29K - $2.29K
25 $2K
WYNN
Wynn Resorts LTD

Consumer Cyclical
30
+ 17.14%
$77.0 - $93.47 $2.31K - $2.8K
205 $17K
IRBO
Ishares Robotics & Artificial

ETFs
91
New
N/A
91 $2K
CGXU
Capital Group Intl Focus Equit

ETFs
70
+ 17.86%
$24.48 - $26.59 $1.71K - $1.86K
462 $11K
CAH
Cardinal Health Inc

Healthcare
18
New
$118.02 - $137.77 $2.12K - $2.48K
18 $2K
TRV
Travelers Companies, Inc.

Financial Services
7
New
$232.43 - $265.13 $1.63K - $1.86K
7 $1K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3
+ 2.19%
$63.07 - $73.5 $189 - $221
140 $9K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
3
+ 2.46%
$69.87 - $75.62 $210 - $227
125 $9K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5
+ 4.24%
$71.17 - $73.66 $356 - $368
123 $9K
C
Citigroup Inc

Financial Services
15
+ 375.0%
$67.23 - $84.63 $1.01K - $1.27K
19 $1K
FNDA
Schwab Fundamental U S Small C

ETFs
42
New
$26.87 - $30.99 $1.13K - $1.3K
42 $1K
Activity Summary
Buys All Purchases 151 New Holdings 37 Increased Positions 114 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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