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
IWM
Ishares Russell 2000 ETF

ETFs
36
+ 1.65%
$216.13 - $242.4 $7.78K - $8.73K
2.22K $490K
ABT
Abbott Laboratories

Healthcare
75
+ 20.22%
$111.93 - $119.39 $8.39K - $8.95K
446 $50K
WMT
Walmart Inc.

Consumer Defensive
7
+ 0.87%
$79.1 - $95.7 $554 - $670
812 $73K
AMD
Advanced Micro Devices Inc

Technology
118
+ 74.68%
$118.88 - $172.8 $14K - $20.4K
276 $33K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1
+ 1.2%
$229.85 - $335.91 $230 - $336
84 $27K
VTV
Vanguard Value ETF

ETFs
80
+ 7.04%
$168.32 - $181.87 $13.5K - $14.5K
1.22K $205K
PRU
Prudential Financial Inc

Financial Services
64
+ 27.47%
$114.59 - $129.52 $7.33K - $8.29K
297 $35K
MSFT
Microsoft Corp

Technology
51
+ 2.64%
$406.35 - $454.46 $20.7K - $23.2K
1.98K $835K
GE
General Electric CO

Industrials
24
+ 30.38%
$159.95 - $194.23 $3.84K - $4.66K
103 $17K
QCOM
Qualcomm Inc

Technology
37
+ 26.06%
$150.4 - $178.04 $5.56K - $6.59K
179 $27K
FISV
Fiserv Inc

Technology
26
+ 8.52%
N/A
331 $41K
GM
General Motors CO

Consumer Cyclical
1
+ 0.23%
$44.82 - $60.2 $44.8 - $60.2
427 $22K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
30
+ 2.52%
N/A
1.22K $104K
WM
Waste Management Inc

Industrials
22
+ 5.49%
$201.79 - $228.46 $4.44K - $5.03K
423 $85K
OESX
Orion Energy Systems, Inc.

Industrials
2K
+ 20.0%
$0.76 - $1.01 $1.52K - $2.02K
12K $9K
CEG
Constellation Energy Corp

Utilities
6
+ 60.0%
$224.28 - $285.52 $1.35K - $1.71K
16 $3K
IEMG
Ishares Inc

ETFs
32
+ 1.75%
N/A
1.86K $99K
BBUS
J P Morgan Exchg Traded Fd

ETFs
5
+ 1.1%
$102.46 - $110.17 $512 - $551
459 $48K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1
+ 0.24%
N/A
425 $17K
CMCSA
Comcast Corp

Communication Services
122
+ 13.75%
$37.39 - $45.14 $4.56K - $5.51K
1.01K $37K
Jp Morgan
296K
+ 55910.59%
N/A
296K $0
EXC
Exelon Corp

Utilities
19
+ 63.33%
$36.22 - $40.97 $688 - $778
49 $1K
PIN
Invesco India ETF Trust India
86
+ 8.38%
N/A
1.11K $0
PRF
Invesco Exchange Traded Fd Tr

ETFs
23
+ 0.88%
$40.15 - $42.9 $923 - $987
2.63K $105K
NBCM
Neuberger Berman ETF Tr Commod
16.5K
+ 16.7%
N/A
115K $0
Ge Vernova
6
+ 54.55%
N/A
17 $0
LUMN
Lumen Technologies, Inc.

Communication Services
41
+ 157.69%
$5.31 - $10.12 $218 - $415
67 $0
FNDX
Schwab Fundamental U S Large C

ETFs
740
+ 200.0%
$23.49 - $71.77 $17.4K - $53.1K
1.11K $26K
Jp Morgan
27.2K
+ 420.73%
N/A
33.7K $0
Linde PLC
34
+ 212.5%
N/A
50 $0
MDT
Medtronic PLC

Healthcare
1
+ 0.78%
$79.61 - $92.24 $79.6 - $92.2
129 $10K
VICI
Vici Properties Inc.

Real Estate
5
+ 1.33%
$28.27 - $33.19 $141 - $166
382 $11K
VOD
Vodafone Group Public LTD CO

Communication Services
7
+ 6.86%
$8.37 - $9.95 $58.6 - $69.6
109 $0
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
8
+ 1.41%
$18.16 - $22.66 $145 - $181
577 $10K
PFE
Pfizer Inc

Healthcare
9
+ 0.7%
$24.8 - $30.19 $223 - $272
1.29K $34K
CVS
Cvs Health Corp

Healthcare
2
+ 0.86%
$43.78 - $67.46 $87.6 - $135
235 $10K
LMT
Lockheed Martin Corp

Industrials
8
+ 7.69%
$479.66 - $614.62 $3.84K - $4.92K
112 $54K
JNJ
Johnson & Johnson

Healthcare
54
+ 6.86%
$143.34 - $165.86 $7.74K - $8.96K
841 $121K
MPW
Medical Properties Trust Inc

Real Estate
61
+ 1.58%
$3.72 - $5.77 $227 - $352
3.93K $15K
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.38K
+ 200.0%
$25.79 - $80.4 $165K - $513K
9.57K $249K
IEV
Ishares Tr Europe ETF

ETFs
9
+ 0.81%
$52.03 - $57.63 $468 - $519
1.13K $58K
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 0.81%
$385.02 - $431.37 $3.08K - $3.45K
1K $388K
MRK
Merck & Co., Inc.

Healthcare
109
+ 6.28%
$96.31 - $114.76 $10.5K - $12.5K
1.84K $183K
AMAT
Applied Materials Inc

Technology
1
+ 0.22%
$161.44 - $213.89 $161 - $214
463 $75K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
31.7K
+ 191.78%
$27.54 - $83.04 $872K - $2.63M
48.2K $1.33M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.98K
+ 5.09%
$38.37 - $42.82 $75.9K - $84.7K
40.8K $1.57M
LLY
Eli Lilly & CO

Healthcare
6
+ 1.38%
$727.2 - $932.06 $4.36K - $5.59K
440 $339K
SCHX
Schwab Strategic Tr Us Large C

ETFs
11.4K
+ 163.42%
$22.4 - $68.28 $256K - $780K
18.4K $426K
AVDE
American Centy ETF Tr Avantis

ETFs
15.4K
+ 8.75%
$60.9 - $66.69 $941K - $1.03M
192K $11.8M
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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