Iag Wealth Partners, LLC Incresed Positions in Q2 2025

Iag Wealth Partners, LLC

  • $681 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
250
+ 173.61%
$24.32 - $27.87 $6.08K - $6.97K
394 $10K
PRF
Invesco Exchange Traded Fd Tr

ETFs
13
+ 0.49%
$35.77 - $42.27 $465 - $550
2.65K $112K
SPSB
Spdr Portfolio Short Term Corp

ETFs
122
+ 1.14%
$29.82 - $30.19 $3.64K - $3.68K
10.8K $326K
F
Ford Motor CO

Consumer Cyclical
141
+ 10.17%
$8.69 - $10.85 $1.23K - $1.53K
1.53K $16K
KHC
Kraft Heinz CO

Consumer Defensive
51
+ 104.08%
$25.61 - $30.81 $1.31K - $1.57K
100 $2K
IEMG
Ishares Inc

ETFs
22
+ 1.2%
N/A
1.85K $99K
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
17
+ 2.94%
$14.36 - $19.16 $244 - $326
595 $10K
Ishares Bitcoin
107
+ 7.0%
N/A
1.64K $0
DVY
Ishares Tr

ETFs
4
+ 1.0%
$118.37 - $134.86 $473 - $539
404 $53K
Capital Group
1.79K
+ 6.54%
N/A
29.1K $0
Fidelity Enhanced
18.3K
+ 23.39%
N/A
96.5K $0
OESX
Orion Energy Systems, Inc.

Industrials
2K
+ 16.67%
$0.56 - $0.78 $1.12K - $1.56K
14K $8K
XLP
Consumer Staples Sector Spdr

ETFs
3
+ 0.2%
N/A
1.48K $112K
FAST
Fastenal CO

Industrials
107
+ 100.0%
$40.65 - $83.16 $4.35K - $8.9K
214 $8K
UNP
Union Pacific Corp

Industrials
1
+ 0.27%
$208.27 - $238.46 $208 - $238
376 $86K
WPC
W. P. Carey Inc.

Real Estate
4
+ 0.16%
$56.12 - $64.53 $224 - $258
2.5K $155K
PRU
Prudential Financial Inc

Financial Services
7
+ 0.95%
$95.12 - $112.71 $666 - $789
740 $79K
KO
Coca Cola CO

Consumer Defensive
3
+ 0.08%
$68.37 - $73.9 $205 - $222
3.58K $252K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.21%
$157.66 - $172.39 $158 - $172
469 $74K
MPW
Medical Properties Trust Inc

Real Estate
61
+ 1.52%
$4.31 - $5.91 $263 - $361
4.07K $17K
CSB
Victory Portf Ii Shs Us Small

ETFs
1.24K
+ 2.91%
$49.98 - $58.24 $62.1K - $72.3K
43.9K $2.43M
AMGN
Amgen Inc

Healthcare
2
+ 0.6%
$262.28 - $309.85 $525 - $620
337 $94K
UPS
United Parcel Service Inc

Industrials
8
+ 0.7%
$91.92 - $110.2 $735 - $882
1.15K $115K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.18%
$285.55 - $321.23 $286 - $321
546 $159K
CVX
Chevron Corp

Energy
109
+ 7.73%
$133.73 - $168.51 $14.6K - $18.4K
1.52K $217K
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.35%
$170.16 - $206.27 $681 - $825
1.15K $213K
WEC
Wec Energy Group, Inc.

Utilities
2
+ 0.03%
$102.24 - $109.76 $204 - $220
6.07K $632K
AAPL
Apple Inc.

Technology
222
+ 3.23%
$172.42 - $223.89 $38.3K - $49.7K
7.09K $1.46M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
72
+ 1.51%
$483.48 - $539.8 $34.8K - $38.9K
4.84K $2.35M
Activity Summary
Buys All Purchases 109 New Holdings 29 Increased Positions 80 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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