Iag Wealth Partners, LLC Reduced Holdings in Q3 2024

Iag Wealth Partners, LLC

  • $535 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-2.96K
- 6.41%
$341.08 - $391.94 $1.01M - $1.16M
43.2K $16.6M
VIG
Vanguard Dividend Appreciation

ETFs
-2.03K
- 5.11%
$182.15 - $182.15 $369K - $369K
37.6K $6.85M
SPYG
Spdr Portfolio

ETFs
-6.51K
- 7.84%
$73.38 - $84.1 $478K - $548K
76.6K $6.35M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-5.59K
- 1.01%
N/A
550K $17.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-364
- 30.03%
$475.2 - $527.7 $173K - $192K
848 $447K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-988
- 45.36%
$85.84 - $85.84 $84.8K - $84.8K
1.19K $102K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.51K
- 38.28%
$44.65 - $47.21 $67.5K - $71.4K
2.44K $113K
FTCS
First Trust Capital Strength E

ETFs
-656
- 73.63%
$83.58 - $90.94 $54.8K - $59.7K
235 $21K
XOM
Exxon Mobil Corp

Energy
-393
- 42.53%
$109.72 - $119.0 $43.1K - $46.8K
531 $62K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-303
- 10.78%
$175.46 - $203.3 $53.2K - $61.6K
2.51K $508K
MSFT
Microsoft Corp

Technology
-9
- 0.46%
$395.15 - $467.56 $3.56K - $4.21K
1.93K $830K
VEA
Vanguard Ftse Developed Market

ETFs
-831
- 24.23%
$47.6 - $53.31 $39.6K - $44.3K
2.6K $137K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-275
- 57.29%
$113.45 - $126.18 $31.2K - $34.7K
205 $25K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.25K
- 11.28%
$29.58 - $30.31 $36.9K - $37.8K
9.82K $297K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-6.5K
- 5.9%
$61.47 - $67.36 $400K - $438K
104K $6.98M
IVW
Ishares S&P 500 Growth ETF

ETFs
-280
- 38.1%
$84.77 - $97.13 $23.7K - $27.2K
455 $43K
GOOGL
Alphabet Inc.

Communication Services
-109
- 26.01%
$148.65 - $191.18 $16.2K - $20.8K
310 $51K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-537
- 82.36%
$37.45 - $44.25 $20.1K - $23.8K
115 $4K
VB
Vanguard Small Cap ETF

ETFs
-250
- 12.46%
$214.77 - $237.72 $53.7K - $59.4K
1.76K $416K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-466
- 70.18%
$44.07 - $50.57 $20.5K - $23.6K
198 $10K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-95
- 51.63%
$169.92 - $205.38 $16.1K - $19.5K
89 $17K
SCHW
Schwab Charles Corp

Financial Services
-138
- 16.37%
$61.74 - $76.08 $8.52K - $10.5K
705 $45K
GOOG
Alphabet Inc.

Communication Services
-49
- 10.63%
$149.54 - $192.66 $7.33K - $9.44K
412 $68K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-479
- 37.66%
$33.62 - $38.33 $16.1K - $18.4K
793 $29K
GNR
Spdr S&P Global Natural Resour

ETFs
-508
- 5.93%
$53.02 - $57.84 $26.9K - $29.4K
8.07K $465K
XLE
Energy Sector Spdr

ETFs
-138
- 30.87%
$84.35 - $93.39 $11.6K - $12.9K
309 $27K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-327
- 22.84%
$42.87 - $45.76 $14K - $15K
1.11K $49K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-259
- 44.2%
$47.54 - $52.58 $12.3K - $13.6K
327 $17K
VLO
Valero Energy Corp

Energy
-42
- 18.75%
$132.81 - $163.48 $5.58K - $6.87K
182 $24K
IHF
Ishares Tr

ETFs
-250
- 39.06%
$51.37 - $58.67 $12.8K - $14.7K
390 $22K
ADBE
Adobe Inc.

Technology
-15
- 37.5%
$508.13 - $586.55 $7.62K - $8.8K
25 $12K
BA
Boeing CO

Industrials
-50
- 64.1%
$152.04 - $190.6 $7.6K - $9.53K
28 $4K
FVD
First Tr Value Line Divid Inde

ETFs
-1.44K
- 12.35%
$40.45 - $45.49 $58K - $65.3K
10.2K $463K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-90
- 15.93%
$92.56 - $99.46 $8.33K - $8.95K
475 $45K
AVA
Avista Corp

Utilities
-270
- 40.3%
$33.57 - $39.64 $9.06K - $10.7K
400 $15K
ROK
Rockwell Automation, Inc

Industrials
-25
- 16.78%
$248.27 - $294.37 $6.21K - $7.36K
124 $33K
SNPS
Synopsys Inc

Technology
-12
- 66.67%
$463.97 - $621.3 $5.57K - $7.46K
6 $3K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-7
- 7.78%
$193.0 - $282.1 $1.35K - $1.97K
83 $19K
GE
General Electric CO

Industrials
-38
- 32.48%
$156.66 - $189.66 $5.95K - $7.21K
79 $14K
RDVY
First Trust Rising Dividend Ac

ETFs
-200
- 11.11%
$53.68 - $59.24 $10.7K - $11.8K
1.6K $94K
AMGN
Amgen Inc

Healthcare
-23
- 6.42%
$309.38 - $337.38 $7.12K - $7.76K
335 $107K
DAL
Delta Air Lines, Inc.

Industrials
-100
- 25.84%
$37.32 - $51.8 $3.73K - $5.18K
287 $14K
FISV
Fiserv Inc

Technology
-23
- 7.01%
N/A
305 $38K
HRL
Hormel Foods Corp

Consumer Defensive
-130
- 8.88%
$30.04 - $33.14 $3.91K - $4.31K
1.33K $42K
UNH
Unitedhealth Group Inc

Healthcare
-23
- 14.94%
$488.01 - $604.18 $11.2K - $13.9K
131 $76K
AMP
Ameriprise Financial Inc

Financial Services
-5
- 62.5%
$391.53 - $469.81 $1.96K - $2.35K
3 $1K
PG
Procter & Gamble CO

Consumer Defensive
-23
- 11.06%
$160.76 - $177.82 $3.7K - $4.09K
185 $32K
PFE
Pfizer Inc

Healthcare
-142
- 9.95%
$27.7 - $31.39 $3.93K - $4.46K
1.29K $37K
PLD
Prologis, Inc.

Real Estate
-26
- 25.74%
$111.95 - $132.43 $2.91K - $3.44K
75 $9K
Activity Summary
Buys All Purchases 137 New Holdings 40 Increased Positions 97 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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