Iag Wealth Partners, LLC Incresed Positions in Q1 2025

Iag Wealth Partners, LLC

  • $570 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVIV
American Centy ETF Tr Avantis
541K
+ 34561.56%
$51.51 - $58.54 $27.9M - $31.7M
543K $30.8M
HTAB
Hartford Fds Exchange Traded

ETFs
441K
+ 59.99%
$18.95 - $19.6 $8.36M - $8.65M
1.18M $22.6M
PULS
Pgim ETF Tr

ETFs
91.2K
+ 32.73%
$49.56 - $49.78 $4.52M - $4.54M
370K $18.4M
GNR
Spdr S&P Global Natural Resour

ETFs
73.3K
+ 720.44%
$50.12 - $54.48 $3.68M - $4M
83.5K $4.46M
AVDE
American Centy ETF Tr Avantis

ETFs
25.8K
+ 13.44%
$60.63 - $68.55 $1.56M - $1.77M
218K $14.4M
HAP
Vaneck ETF Tr Natural Resource

ETFs
9.74K
+ 3.09%
$45.93 - $50.37 $447K - $490K
325K $16.1M
PWV
Invesco Exchange Traded Fd Tr

ETFs
6.69K
+ 2.36%
$56.58 - $60.89 $379K - $408K
290K $17.3M
JNJ
Johnson & Johnson

Healthcare
6.6K
+ 784.3%
$142.06 - $167.7 $937K - $1.11M
7.44K $1.23M
RECS
Columbia ETF Tr I

ETFs
33.8K
+ 38.36%
$32.64 - $36.08 $1.1M - $1.22M
122K $4.05M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
17.2K
+ 13630.16%
$51.3 - $56.76 $881K - $975K
17.3K $917K
VUG
Vanguard Growth ETF

ETFs
6.51K
+ 14.13%
$369.1 - $427.61 $2.4M - $2.78M
52.6K $19.5M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.22K
+ 0.78%
$76.77 - $82.22 $247K - $265K
416K $32.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
8.89K
+ 9.18%
$78.0 - $84.37 $693K - $750K
106K $8.36M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10.4K
+ 3.51%
$49.69 - $50.76 $516K - $527K
306K $15.3M
VNLA
Janus Henderson Short Duration

ETFs
8.4K
+ 342.22%
$48.89 - $49.21 $411K - $413K
10.9K $533K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
10.3K
+ 5.08%
$24.73 - $25.62 $255K - $265K
213K $5.44M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.67K
+ 44.76%
$50.72 - $50.92 $338K - $340K
21.6K $1.1M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
14K
+ 8.19%
$69.69 - $79.99 $973K - $1.12M
184K $13.2M
CSB
Victory Portf Ii Shs Us Small

ETFs
6.12K
+ 16.72%
$55.62 - $62.03 $340K - $379K
42.7K $2.44M
DFIS
Dimensional ETF Tr Dimensional

ETFs
5.46K
+ 5.8%
$23.92 - $26.89 $131K - $147K
99.6K $2.57M
AVEM
American Centy ETF Tr Avantis

ETFs
2.11K
+ 2.94%
$57.11 - $62.4 $121K - $132K
73.8K $4.44M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
6.37K
+ 1.11%
N/A
580K $18.3M
PFE
Pfizer Inc

Healthcare
7.7K
+ 594.67%
$25.01 - $27.13 $192K - $209K
8.99K $227K
KO
Coca Cola CO

Consumer Defensive
2.36K
+ 194.72%
$60.81 - $72.32 $144K - $171K
3.57K $255K
JCI
Johnson Controls International PLC

Industrials
2.08K
+ 184.8%
$76.12 - $90.6 $158K - $188K
3.2K $256K
VTV
Vanguard Value ETF

ETFs
786
+ 64.64%
$167.73 - $179.21 $132K - $141K
2K $342K
WEC
Wec Energy Group, Inc.

Utilities
179
+ 3.04%
$92.12 - $108.98 $16.5K - $19.5K
6.07K $661K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
13.4K
+ 12.6%
$40.03 - $46.81 $537K - $627K
120K $4.86M
LNT
Alliant Energy Corp

Utilities
985
+ 58.22%
$56.66 - $66.04 $55.8K - $65K
2.68K $172K
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.19K
+ 25.75%
$29.82 - $30.1 $65.3K - $65.9K
10.7K $321K
IWM
Ishares Russell 2000 ETF

ETFs
578
+ 26.01%
$198.1 - $229.79 $115K - $133K
2.8K $558K
RWR
Spdr Dow Jones Reit ETF

ETFs
668
+ 322.71%
$95.15 - $104.06 $63.6K - $69.5K
875 $85K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
1.61K
+ 19.4%
$31.09 - $34.34 $50.1K - $55.3K
9.91K $328K
CGUS
Capital Group Core Equity ETF
1.83K
+ 514.08%
$33.08 - $36.62 $60.4K - $66.8K
2.18K $72K
UNP
Union Pacific Corp

Industrials
250
+ 200.0%
$225.21 - $254.42 $56.3K - $63.6K
375 $88K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
310
+ 0.76%
$37.07 - $40.63 $11.5K - $12.6K
41.2K $1.62M
MCD
Mcdonalds Corp

Consumer Cyclical
150
+ 37.97%
$279.74 - $321.29 $42K - $48.2K
545 $170K
AEE
Ameren Corp

Utilities
476
+ 87.66%
$86.87 - $103.67 $41.4K - $49.3K
1.02K $102K
PRU
Prudential Financial Inc

Financial Services
436
+ 146.8%
$105.04 - $122.33 $45.8K - $53.3K
733 $81K
UPS
United Parcel Service Inc

Industrials
500
+ 78.13%
$109.66 - $136.26 $54.8K - $68.1K
1.14K $125K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
207
+ 67.21%
$80.53 - $147.57 $16.7K - $30.5K
515 $68K
GOOG
Alphabet Inc.

Communication Services
400
+ 65.36%
$156.06 - $207.71 $62.4K - $83.1K
1.01K $158K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
382
+ 9.19%
$61.2 - $68.24 $23.4K - $26.1K
4.54K $303K
SPMD
Spdr Portfolio

ETFs
13.8K
+ 7.53%
$50.21 - $57.73 $691K - $795K
197K $10M
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
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
Track This Portfolio

Track Iag Wealth Partners, LLC Portfolio

Follow Iag Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email