Iag Wealth Partners, LLC Reduced Holdings in Q3 2025

Iag Wealth Partners, LLC

  • $743 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HTAB
Hartford Fds Exchange Traded

ETFs
-785K
- 81.93%
$18.37 - $19.19 $14.4M - $15.1M
173K $3.31M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-232K
- 22.14%
$72.65 - $78.68 $16.8M - $18.2M
814K $63.8M
VNLA
Janus Henderson Short Duration

ETFs
-26K
- 78.0%
$48.99 - $49.29 $1.27M - $1.28M
7.34K $361K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-22.9K
- 44.84%
$50.81 - $51.07 $1.17M - $1.17M
28.2K $1.44M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-9.67K
- 11.72%
$70.77 - $73.59 $684K - $711K
72.8K $5.34M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-16.8K
- 2.68%
N/A
610K $19.2M
VIG
Vanguard Dividend Appreciation

ETFs
-2.09K
- 6.04%
N/A
32.5K $5.92M
USFR
Wisdomtree Floating Rate Treas

ETFs
-3.14K
- 26.37%
$50.23 - $50.48 $158K - $158K
8.76K $440K
GTO
Invesco Actively Managed ETF T

ETFs
-2.47K
- 36.96%
$46.43 - $47.91 $114K - $118K
4.21K $199K
RODM
Hartford Multifactor Developed

ETFs
-8.39K
- 6.24%
$33.53 - $35.95 $281K - $301K
126K $4.47M
COST
Costco Wholesale Corp

Consumer Defensive
-47
- 12.53%
$915.95 - $994.57 $43K - $46.7K
328 $303K
AMD
Advanced Micro Devices Inc

Technology
-376
- 69.5%
$134.8 - $184.42 $50.7K - $69.3K
165 $26K
ABBV
Abb Vie Inc.

Healthcare
-421
- 36.64%
$184.85 - $231.54 $77.8K - $97.5K
728 $168K
PEP
Pepsico Inc

Consumer Defensive
-244
- 32.8%
$133.81 - $152.16 $32.6K - $37.1K
500 $70K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-775
- 10.66%
$62.09 - $66.51 $48.1K - $51.5K
6.49K $423K
SCHW
Schwab Charles Corp

Financial Services
-305
- 43.26%
$91.03 - $98.69 $27.8K - $30.1K
400 $38K
XLV
Select Sector Spdr Fund Health

ETFs
-200
- 48.19%
$129.01 - $139.72 $25.8K - $27.9K
215 $29K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-900
- 13.99%
$43.65 - $46.42 $39.3K - $41.8K
5.53K $256K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-210
- 11.74%
$236.25 - $257.69 $49.6K - $54.1K
1.58K $404K
FIS
Fidelity National Information Services, Inc.

Technology
-145
- 14.99%
$63.37 - $82.35 $9.19K - $11.9K
822 $54K
CSCO
Cisco Systems, Inc.

Technology
-334
- 22.83%
$66.2 - $71.79 $22.1K - $24K
1.13K $77K
MMM
3 M CO

Industrials
-158
- 29.59%
$144.41 - $160.2 $22.8K - $25.3K
376 $58K
SLV
I Shares Silver Trust

ETFs
-964
- 49.31%
$32.73 - $42.5 $31.6K - $41K
991 $41K
DUK
Duke Energy Corp

Utilities
-192
- 64.0%
$116.31 - $125.93 $22.3K - $24.2K
108 $13K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-122
- 35.06%
$182.33 - $194.5 $22.2K - $23.7K
226 $43K
DIS
Walt Disney CO

Communication Services
-85
- 7.7%
$112.25 - $124.0 $9.54K - $10.5K
1.02K $116K
AMZN
Amazon Com Inc

Consumer Cyclical
-80
- 4.4%
$211.65 - $238.24 $16.9K - $19.1K
1.74K $381K
ET
Energy Transfer LP

Energy
-379
- 3.37%
$17.11 - $18.16 $6.48K - $6.88K
10.9K $186K
WMT
Walmart Inc.

Consumer Defensive
-200
- 28.09%
$94.4 - $104.27 $18.9K - $20.9K
512 $52K
CCL
Carnival Corp

Consumer Cyclical
-580
- 74.36%
$28.37 - $32.49 $16.5K - $18.8K
200 $5K
KMB
Kimberly Clark Corp

Consumer Defensive
-82
- 14.64%
$121.72 - $136.77 $9.98K - $11.2K
478 $59K
SPY
Spdr S&P 500 ETF Trust

ETFs
-65
- 10.5%
$617.65 - $666.84 $40.1K - $43.3K
554 $369K
T
At&T Inc.

Communication Services
-256
- 4.25%
$26.94 - $29.62 $6.9K - $7.58K
5.76K $162K
VEA
Vanguard Ftse Developed Market

ETFs
-290
- 12.21%
$56.02 - $60.3 $16.2K - $17.5K
2.09K $124K
ABT
Abbott Laboratories

Healthcare
-75
- 16.82%
$120.51 - $136.62 $9.04K - $10.2K
371 $49K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-115
- 28.61%
$65.64 - $78.22 $7.55K - $9K
287 $19K
IVE
Ishares S&P 500 Value ETF

ETFs
-65
- 15.59%
$194.44 - $206.51 $12.6K - $13.4K
352 $72K
IVW
Ishares S&P 500 Growth ETF

ETFs
-129
- 17.11%
$108.97 - $121.65 $14.1K - $15.7K
625 $75K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-75
- 19.48%
$132.9 - $142.03 $9.97K - $10.7K
310 $43K
CMCSA
Comcast Corp

Communication Services
-100
- 9.91%
$31.41 - $36.33 $3.14K - $3.63K
909 $28K
XLE
Energy Sector Spdr

ETFs
-110
- 24.94%
$84.25 - $91.99 $9.27K - $10.1K
331 $29K
VB
Vanguard Small Cap ETF

ETFs
-131
- 8.13%
$237.58 - $259.17 $31.1K - $34K
1.48K $376K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-200
- 1.15%
$46.67 - $49.54 $9.33K - $9.91K
17.2K $837K
SO
Southern CO

Utilities
-100
- 9.31%
$90.83 - $96.0 $9.08K - $9.6K
974 $92K
CNI
Canadian National Railway CO

Industrials
-30
- 10.27%
$92.01 - $106.6 $2.76K - $3.2K
262 $24K
OMFS
Invesco Exchange Traded Self I

ETFs
-110
- 51.4%
$39.64 - $44.73 $4.36K - $4.92K
104 $4K
KHC
Kraft Heinz CO

Consumer Defensive
-67
- 67.0%
$25.63 - $28.94 $1.72K - $1.94K
33 $0
RGA
Reinsurance Group Of America Inc

Financial Services
-7
- 14.58%
$177.1 - $199.23 $1.24K - $1.39K
41 $7K
IEMG
Ishares Inc

ETFs
-22
- 1.19%
N/A
1.83K $98K
Activity Summary
Buys All Purchases 151 New Holdings 57 Increased Positions 94 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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