Iag Wealth Partners, LLC New Holdings in Q1 2025

Iag Wealth Partners, LLC

  • $570 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
346K
New
$24.88 - $26.85 $8.61M - $9.29M
346K $8.74M
K
Kellogg CO

Consumer Defensive
800
New
$81.06 - $82.9 $64.8K - $66.3K
800 $65K
DVY
Ishares Tr

ETFs
400
New
$128.58 - $138.1 $51.4K - $55.2K
400 $53K
UNH
Unitedhealth Group Inc

Healthcare
80
New
$461.52 - $548.18 $36.9K - $43.9K
80 $41K
AXP
American Express CO

Financial Services
150
New
$255.39 - $325.87 $38.3K - $48.9K
150 $40K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
700
New
N/A
700 $17K
ALL
Allstate Corp

Financial Services
73
New
$180.99 - $210.18 $13.2K - $15.3K
73 $15K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
257
New
$48.25 - $52.09 $12.4K - $13.4K
257 $12K
IEF
Ishares Barclays

ETFs
112
New
$91.17 - $95.39 $10.2K - $10.7K
112 $10K
EW
Edwards Lifesciences Corp

Healthcare
120
New
$67.95 - $76.19 $8.15K - $9.14K
120 $8K
MSM
Msc Industrial Direct CO Inc

Industrials
59
New
$74.45 - $83.08 $4.39K - $4.9K
59 $4K
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
32
New
$90.18 - $98.47 $2.89K - $3.15K
32 $3K
BAX
Baxter International Inc

Healthcare
100
New
$29.26 - $36.57 $2.93K - $3.66K
100 $3K
CAH
Cardinal Health Inc

Healthcare
18
New
$118.02 - $137.77 $2.12K - $2.48K
18 $2K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
25
New
$91.45 - $91.75 $2.29K - $2.29K
25 $2K
IRBO
Ishares Robotics & Artificial

ETFs
91
New
N/A
91 $2K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
70
New
$12.89 - $15.19 $902 - $1.06K
70 $1K
FNDE
Schwab Fundamental Emerging Mk

ETFs
43
New
$28.11 - $32.0 $1.21K - $1.38K
43 $1K
TRV
Travelers Companies, Inc.

Financial Services
7
New
$232.43 - $265.13 $1.63K - $1.86K
7 $1K
FNDA
Schwab Fundamental U S Small C

ETFs
42
New
$26.87 - $30.99 $1.13K - $1.3K
42 $1K
EPI
Wisdomtree Tr India Earnings F

ETFs
26
New
$40.08 - $45.85 $1.04K - $1.19K
26 $1K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
90
New
$13.05 - $13.97 $1.17K - $1.26K
90 $1K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
43
New
$26.05 - $30.88 $1.12K - $1.33K
43 $1K
VOE
Vanguard Mid Cap Value Index F

ETFs
4
New
$156.61 - $168.02 $626 - $672
4 $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
CRGY
Crescent Energy CO

Energy
3
New
$10.3 - $16.74 $30.9 - $50.2
3 $0
Sila Realty
117
New
N/A
117 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
30
New
$23.16 - $27.04 $695 - $811
30 $0
Direxion Daily
0
New
N/A
0 $0
Fidelity Covington
99.6K
New
N/A
99.6K $0
SSO
Proshares Ultra S&P 500

ETFs
0
New
$80.57 - $100.21 $0 - $0
0 $0
FITB
Fifth Third Bancorp

Financial Services
13
New
$37.48 - $44.96 $487 - $584
13 $0
MAT
Mattel Inc

Consumer Cyclical
10
New
$17.73 - $21.94 $177 - $219
10 $0
Wk Kellogg
200
New
N/A
200 $0
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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