Iag Wealth Partners, LLC Incresed Positions in Q4 2024

Iag Wealth Partners, LLC

  • $544 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
10.4K
+ 12.08%
$80.93 - $85.66 $844K - $894K
96.8K $7.83M
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
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
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
KO
Coca Cola CO

Consumer Defensive
805
+ 197.79%
$61.74 - $71.71 $49.7K - $57.7K
1.21K $75K
PG
Procter & Gamble CO

Consumer Defensive
283
+ 152.97%
$161.05 - $179.7 $45.6K - $50.9K
468 $78K
KMB
Kimberly Clark Corp

Consumer Defensive
362
+ 182.83%
$130.37 - $146.09 $47.2K - $52.9K
560 $73K
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
CSCO
Cisco Systems, Inc.

Technology
608
+ 71.11%
$52.45 - $60.02 $31.9K - $36.5K
1.46K $86K
GNR
Spdr S&P Global Natural Resour

ETFs
2.12K
+ 26.22%
$48.67 - $58.43 $103K - $124K
10.2K $506K
DFIS
Dimensional ETF Tr Dimensional

ETFs
9.42K
+ 11.12%
$24.25 - $26.7 $228K - $251K
94.1K $2.31M
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
XLV
Select Sector Spdr Fund Health

ETFs
258
+ 86.0%
$136.28 - $154.74 $35.2K - $39.9K
558 $76K
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
IVE
Ishares S&P 500 Value ETF

ETFs
142
+ 40.57%
$189.5 - $206.17 $26.9K - $29.3K
492 $93K
BCOW
1895 Bancorp Of Wisconsin, Inc.

Financial Services
2.53K
+ 8.25%
$9.9 - $10.12 $25K - $25.6K
33.1K $331K
DIS
Walt Disney CO

Communication Services
1
+ 0.08%
$92.39 - $117.6 $92.4 - $118
1.31K $145K
VZ
Verizon Communications Inc

Communication Services
670
+ 52.76%
$39.6 - $45.21 $26.5K - $30.3K
1.94K $77K
XLP
Consumer Staples Sector Spdr

ETFs
245
+ 18.13%
N/A
1.6K $121K
XLE
Energy Sector Spdr

ETFs
212
+ 68.61%
$83.32 - $97.27 $17.7K - $20.6K
521 $44K
CTAS
Cintas Corp

Industrials
104
+ 136.84%
$182.7 - $226.47 $19K - $23.6K
180 $32K
AEM
Agnico Eagle Mines LTD

Basic Materials
209
+ 275.0%
$75.99 - $88.85 $15.9K - $18.6K
285 $22K
SO
Southern CO

Utilities
256
+ 31.3%
$81.5 - $94.15 $20.9K - $24.1K
1.07K $88K
GOOGL
Alphabet Inc.

Communication Services
30
+ 9.68%
$161.86 - $196.66 $4.86K - $5.9K
340 $64K
SJNK
Spdr Bloomberg Short Term High

ETFs
1.54K
+ 2.6%
$25.09 - $25.69 $38.7K - $39.6K
60.8K $1.54M
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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