Iag Wealth Partners, LLC Reduced Holdings in Q1 2025

Iag Wealth Partners, LLC

  • $570 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-80
- 61.54%
$169.43 - $182.84 $13.6K - $14.6K
50 $8K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-570
- 5.96%
$25.77 - $27.6 $14.7K - $15.7K
9K $236K
WMT
Walmart Inc.

Consumer Defensive
-100
- 12.32%
$84.5 - $105.05 $8.45K - $10.5K
712 $62K
AMAT
Applied Materials Inc

Technology
-21
- 4.54%
$145.06 - $195.51 $3.05K - $4.11K
442 $64K
XLP
Consumer Staples Sector Spdr

ETFs
-119
- 7.46%
N/A
1.48K $112K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-72
- 3.74%
$37.9 - $43.9 $2.73K - $3.16K
1.85K $71K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-159
- 90.86%
$44.87 - $56.71 $7.13K - $9.02K
16 $0
CCL
Carnival Corp

Consumer Cyclical
-140
- 15.22%
$19.08 - $28.49 $2.67K - $3.99K
780 $15K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-140
- 28.0%
$18.53 - $29.07 $2.59K - $4.07K
360 $6K
CVS
Cvs Health Corp

Healthcare
-157
- 66.81%
$44.22 - $68.64 $6.94K - $10.8K
78 $5K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-18
- 4.96%
$120.29 - $134.6 $2.17K - $2.42K
345 $42K
XLV
Select Sector Spdr Fund Health

ETFs
-58
- 10.39%
$137.61 - $149.68 $7.98K - $8.68K
500 $72K
VEU
Vanguard Ftse All World Ex Us

ETFs
-64
- 51.2%
$56.51 - $62.98 $3.62K - $4.03K
61 $3K
XLE
Energy Sector Spdr

ETFs
-80
- 15.36%
$85.7 - $93.96 $6.86K - $7.52K
441 $40K
DUK
Duke Energy Corp

Utilities
-74
- 19.79%
$105.87 - $121.97 $7.83K - $9.03K
300 $36K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-19
- 25.68%
$110.9 - $132.93 $2.11K - $2.53K
55 $6K
CVX
Chevron Corp

Energy
-233
- 14.18%
$146.71 - $167.97 $34.2K - $39.1K
1.41K $235K
EQH
Equitable Holdings, Inc.

Financial Services
-50
- 34.72%
$47.64 - $55.68 $2.38K - $2.78K
94 $4K
PLD
Prologis, Inc.

Real Estate
-25
- 33.33%
$103.59 - $124.04 $2.59K - $3.1K
50 $5K
STLD
Steel Dynamics Inc

Basic Materials
-26
- 7.58%
N/A
317 $31K
IEMG
Ishares Inc

ETFs
-32
- 1.72%
N/A
1.83K $98K
Blackrock Fdg
-10
- 40.0%
N/A
15 $0
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-11
- 4.47%
$34.58 - $45.97 $380 - $506
235 $10K
NUDM
Nuveen Esg International Devel

ETFs
-152
- 4.41%
$29.75 - $33.12 $4.52K - $5.03K
3.3K $106K
DE
Deere & CO

Industrials
-32
- 6.96%
$408.57 - $509.27 $13.1K - $16.3K
428 $200K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-25
- 0.85%
$59.6 - $67.2 $1.49K - $1.68K
2.92K $186K
LLY
Eli Lilly & CO

Healthcare
-5
- 1.14%
$725.72 - $929.72 $3.63K - $4.65K
435 $359K
AVDV
American Centy ETF Tr Avantis

ETFs
-850
- 4.86%
$63.74 - $71.96 $54.2K - $61.2K
16.6K $1.16M
GLD
Spdr Gold Trust

ETFs
-54
- 5.99%
$243.19 - $288.14 $13.1K - $15.6K
848 $244K
ABBV
Abb Vie Inc.

Healthcare
-20
- 1.72%
$169.2 - $216.66 $3.38K - $4.33K
1.15K $239K
DFAE
Dimensional ETF Tr

ETFs
-1.67K
- 1.05%
$24.64 - $26.86 $41.1K - $44.7K
157K $4.07M
RODM
Hartford Multifactor Developed

ETFs
-11K
- 6.97%
$28.07 - $31.56 $308K - $346K
146K $4.53M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-17.5K
- 5.25%
$27.47 - $30.62 $480K - $535K
316K $9.4M
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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