Iag Wealth Partners, LLC Reduced Holdings in Q4 2024

Iag Wealth Partners, LLC

  • $544 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EOG
Eog Resources Inc

Energy
-20.5K
- 98.78%
$118.22 - $136.54 $2.42M - $2.8M
254 $31K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-19.3K
- 6.37%
$56.33 - $61.73 $1.09M - $1.19M
283K $16.1M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-7.26K
- 2.13%
$27.88 - $30.51 $202K - $222K
333K $9.31M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-5.98K
- 1.43%
$77.23 - $82.11 $462K - $491K
412K $32.1M
CROX
Crocs, Inc.

Consumer Cyclical
-5.4K
- 98.18%
$96.51 - $141.93 $521K - $766K
100 $10K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-10.6K
- 2.17%
$50.53 - $55.55 $537K - $591K
479K $24.4M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-7.42K
- 7.16%
$65.67 - $69.79 $488K - $518K
96.3K $6.45M
GTO
Invesco Actively Managed ETF T

ETFs
-5.81K
- 5.67%
$46.33 - $48.41 $269K - $281K
96.6K $4.48M
RODM
Hartford Multifactor Developed

ETFs
-2.77K
- 1.73%
$28.36 - $30.42 $78.5K - $84.2K
157K $4.47M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.01K
- 0.34%
$50.02 - $51.24 $50.3K - $51.5K
295K $14.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.76K
- 4.4%
$51.09 - $55.27 $192K - $208K
81.7K $4.18M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-7.87K
- 4.52%
$69.3 - $74.3 $546K - $585K
166K $11.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.9K
- 20.76%
$50.67 - $50.9 $198K - $199K
14.9K $755K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.2K
- 2.82%
$570.51 - $610.59 $684K - $732K
41.4K $24.3M
JHMM
John Hancock Multifactor Mid C

ETFs
-2.26K
- 2.3%
$59.61 - $64.8 $135K - $146K
96.1K $5.74M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
-2.91K
- 12.04%
$56.81 - $61.22 $165K - $178K
21.3K $1.25M
BBSC
Jp Morgan Exc Trd Tr Betabuild
-2.17K
- 6.96%
$65.65 - $74.87 $142K - $162K
29K $1.98M
AVDV
American Centy ETF Tr Avantis

ETFs
-365
- 2.04%
$63.85 - $70.4 $23.3K - $25.7K
17.5K $1.14M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-1.38K
- 7.88%
$120.76 - $140.58 $166K - $193K
16.1K $2.05M
CVX
Chevron Corp

Energy
-731
- 30.79%
$141.15 - $162.53 $103K - $119K
1.64K $237K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-1.96K
- 3.22%
$78.43 - $87.17 $154K - $171K
58.9K $4.72M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-420
- 0.39%
$44.33 - $49.55 $18.6K - $20.8K
106K $4.78M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-55
- 0.98%
$114.08 - $125.68 $6.27K - $6.91K
5.57K $637K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-3.46K
- 9.41%
$44.28 - $51.47 $153K - $178K
33.3K $1.58M
FVD
First Tr Value Line Divid Inde

ETFs
-1.12K
- 10.96%
$43.4 - $46.7 $48.5K - $52.2K
9.07K $395K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-327
- 13.04%
$201.32 - $217.44 $65.8K - $71.1K
2.18K $451K
OMFS
Invesco Exchange Traded Self I

ETFs
-1.33K
- 1.44%
$38.83 - $43.9 $51.5K - $58.3K
91.1K $3.6M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.32K
- 13.44%
$29.77 - $30.19 $39.3K - $39.9K
8.5K $253K
ABBV
Abb Vie Inc.

Healthcare
-104
- 8.2%
$164.99 - $203.87 $17.2K - $21.2K
1.17K $207K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-383
- 72.68%
$26.93 - $84.95 $10.3K - $32.5K
144 $3K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-275
- 1.42%
$86.65 - $94.9 $23.8K - $26.1K
19.1K $1.66M
HRL
Hormel Foods Corp

Consumer Defensive
-1.13K
- 85.01%
$29.21 - $33.55 $33.1K - $38K
200 $6K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-819
- 1.81%
$33.7 - $37.69 $27.6K - $30.9K
44.4K $1.52M
SOXX
Ishares Semiconductor ETF

ETFs
-130
- 38.35%
$211.27 - $239.8 $27.5K - $31.2K
209 $45K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-71
- 1.68%
$62.71 - $68.47 $4.45K - $4.86K
4.16K $261K
IOO
Ishares Tr Global 100 ETF

ETFs
-315
- 37.23%
$97.46 - $103.45 $30.7K - $32.6K
531 $53K
SLV
I Shares Silver Trust

ETFs
-912
- 42.66%
$26.33 - $31.74 $24K - $28.9K
1.23K $32K
WPC
W. P. Carey Inc.

Real Estate
-157
- 6.31%
$53.44 - $61.33 $8.39K - $9.63K
2.33K $127K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-223
- 75.08%
$119.61 - $136.3 $26.7K - $30.4K
74 $9K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-335
- 3.21%
$84.34 - $95.14 $28.3K - $31.9K
10.1K $881K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-151
- 4.63%
$113.92 - $127.38 $17.2K - $19.2K
3.11K $357K
UNP
Union Pacific Corp

Industrials
-75
- 37.5%
$223.15 - $249.32 $16.7K - $18.7K
125 $28K
JSML
Janus Detroit Str Tr Henderson

ETFs
-345
- 3.16%
$63.67 - $73.6 $22K - $25.4K
10.6K $693K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-140
- 26.67%
$126.68 - $134.74 $17.7K - $18.9K
385 $49K
VTI
Vanguard Total Stock Market Et

ETFs
-166
- 3.66%
$280.04 - $302.45 $46.5K - $50.2K
4.37K $1.27M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-51
- 6.01%
$521.84 - $558.82 $26.6K - $28.5K
797 $429K
PM
Philip Morris International Inc.

Consumer Defensive
-140
- 70.0%
$118.38 - $133.06 $16.6K - $18.6K
60 $7K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-220
- 38.6%
$69.58 - $74.87 $15.3K - $16.5K
350 $24K
PSX
Phillips 66

Energy
-100
- 54.05%
$110.35 - $138.93 $11K - $13.9K
85 $9K
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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