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
FNDE
Schwab Fundamental Emerging Mk

ETFs
43
New
$28.11 - $32.0 $1.21K - $1.38K
43 $1K
EPI
Wisdomtree Tr India Earnings F

ETFs
26
New
$40.08 - $45.85 $1.04K - $1.19K
26 $1K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
43
New
$26.05 - $30.88 $1.12K - $1.33K
43 $1K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
90
New
$13.05 - $13.97 $1.17K - $1.26K
90 $1K
PRF
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.46%
$39.4 - $42.61 $473 - $511
2.64K $106K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
70
New
$12.89 - $15.19 $902 - $1.06K
70 $1K
TIP
Ishares Tr Tips Bd ETF

ETFs
2
+ 2.47%
$106.22 - $111.09 $212 - $222
83 $9K
FITB
Fifth Third Bancorp

Financial Services
13
New
$37.48 - $44.96 $487 - $584
13 $0
Fidelity Covington
99.6K
New
N/A
99.6K $0
Ishares Bitcoin
929
+ 154.83%
N/A
1.53K $0
Amplify Alternative
38
New
N/A
38 $0
Avantis U S
324
New
N/A
324 $0
Bny Mellon
717
New
N/A
717 $0
BHF
Brighthouse Financial, Inc.

Financial Services
6
+ 85.71%
$45.74 - $62.97 $274 - $378
13 $0
Capital Group
1.05K
+ 3.99%
N/A
27.3K $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
7
+ 1.77%
$9.47 - $11.46 $66.3 - $80.2
403 $4K
CRGY
Crescent Energy CO

Energy
3
New
$10.3 - $16.74 $30.9 - $50.2
3 $0
Direxion Daily
0
New
N/A
0 $0
Wk Kellogg
200
New
N/A
200 $0
VOE
Vanguard Mid Cap Value Index F

ETFs
4
New
$156.61 - $168.02 $626 - $672
4 $0
MAT
Mattel Inc

Consumer Cyclical
10
New
$17.73 - $21.94 $177 - $219
10 $0
Orchid Island
1
+ 1.54%
N/A
66 $0
NBCM
Neuberger Berman ETF Tr Commod
3.82K
+ 3.31%
N/A
119K $0
SSO
Proshares Ultra S&P 500

ETFs
0
New
$80.57 - $100.21 $0 - $0
0 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
30
New
$23.16 - $27.04 $695 - $811
30 $0
Sila Realty
117
New
N/A
117 $0
KHC
Kraft Heinz CO

Consumer Defensive
16
+ 48.48%
$28.51 - $32.22 $456 - $516
49 $1K
Jpmorgan Hedged
595
+ 1.76%
N/A
34.3K $0
Jpmorgan Active
784K
+ 264.58%
N/A
1.08M $0
Fidelity Enhanced
78K
+ 39389.9%
N/A
78.2K $0
T Rowe
10
+ 19.23%
N/A
62 $0
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
1
+ 0.17%
$15.34 - $18.99 $15.3 - $19
578 $9K
NTLA
Intellia Therapeutics, Inc.

Healthcare
5
+ 1.05%
$7.11 - $12.8 $35.6 - $64
480 $3K
DHR
Danaher Corp

Healthcare
1
+ 0.8%
$201.62 - $250.59 $202 - $251
126 $25K
IVW
Ishares S&P 500 Growth ETF

ETFs
44
+ 6.2%
$92.45 - $106.69 $4.07K - $4.69K
754 $69K
ET
Energy Transfer LP

Energy
90
+ 0.86%
$17.26 - $21.08 $1.55K - $1.9K
10.5K $196K
TSLA
Tesla, Inc.

Consumer Cyclical
117
+ 43.17%
$222.15 - $428.22 $26K - $50.1K
388 $100K
SOFI
So Fi Technologies, Inc.

Financial Services
50
+ 2.02%
$11.18 - $18.03 $559 - $902
2.53K $29K
PYPL
Pay Pal Holdings, Inc.

Financial Services
10
+ 1.31%
$65.15 - $91.81 $652 - $918
775 $50K
BBSC
Jp Morgan Exc Trd Tr Betabuild
2.5K
+ 8.6%
$59.8 - $70.98 $149K - $177K
31.5K $1.91M
MSFT
Microsoft Corp

Technology
66
+ 3.33%
$375.39 - $447.2 $24.8K - $29.5K
2.05K $768K
ORCL
Oracle Corp

Technology
57
+ 1.89%
$139.81 - $186.47 $7.97K - $10.6K
3.08K $430K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
152
+ 1.5%
$77.33 - $90.16 $11.8K - $13.7K
10.3K $800K
NVDA
Nvidia Corp

Technology
325
+ 6.93%
$106.98 - $149.43 $34.8K - $48.6K
5.02K $543K
ISCG
Ishares Morningstar Small Cap

ETFs
3.54K
+ 4.96%
$44.44 - $52.05 $157K - $184K
74.9K $3.37M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
36.2K
+ 4.8%
$64.88 - $72.1 $2.35M - $2.61M
792K $51.8M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.6K
+ 2.17%
$67.03 - $74.61 $241K - $269K
170K $11.5M
SPYG
Spdr Portfolio

ETFs
751
+ 1.0%
$80.05 - $92.39 $60.1K - $69.4K
75.8K $6.08M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
7.75K
+ 2.87%
$108.02 - $120.45 $837K - $933K
278K $30.6M
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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