Iag Wealth Partners, LLC Reduced Holdings in Q2 2025

Iag Wealth Partners, LLC

  • $681 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
-50
- 50.0%
$63.54 - $68.5 $3.18K - $3.43K
50 $3K
WTS
Watts Water Technologies Inc

Industrials
-22
- 38.6%
$180.4 - $247.22 $3.97K - $5.44K
35 $8K
PHM
Pultegroup Inc

Consumer Cyclical
-36
- 64.29%
$92.02 - $106.54 $3.31K - $3.84K
20 $2K
HRL
Hormel Foods Corp

Consumer Defensive
-50
- 25.0%
$29.11 - $31.44 $1.46K - $1.57K
150 $4K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-100
- 27.78%
$15.5 - $20.28 $1.55K - $2.03K
260 $5K
FIS
Fidelity National Information Services, Inc.

Technology
-103
- 9.63%
$68.14 - $82.13 $7.02K - $8.46K
967 $78K
C
Citigroup Inc

Financial Services
-15
- 78.95%
$58.13 - $85.12 $872 - $1.28K
4 $0
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-57
- 63.33%
$12.21 - $13.9 $696 - $792
33 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-7
- 1.74%
$7.69 - $11.46 $53.8 - $80.2
396 $4K
Jpmorgan Active
-88.9K
- 8.23%
N/A
991K $0
Fidelity Covington
-20K
- 20.07%
N/A
79.6K $0
Jpmorgan Hedged
-2.96K
- 8.62%
N/A
31.4K $0
TOL
Toll Brothers, Inc.

Consumer Cyclical
-8
- 3.07%
$90.5 - $114.3 $724 - $914
253 $28K
VEA
Vanguard Ftse Developed Market

ETFs
-257
- 9.76%
$45.65 - $57.01 $11.7K - $14.7K
2.38K $135K
T
At&T Inc.

Communication Services
-32
- 0.53%
$26.33 - $28.94 $843 - $926
6.02K $174K
AMZN
Amazon Com Inc

Consumer Cyclical
-256
- 12.34%
$167.32 - $223.3 $42.8K - $57.2K
1.82K $399K
SOFI
So Fi Technologies, Inc.

Financial Services
-64
- 2.53%
$9.5 - $18.21 $608 - $1.17K
2.46K $44K
VB
Vanguard Small Cap ETF

ETFs
-48
- 2.89%
$193.73 - $237.37 $9.3K - $11.4K
1.61K $382K
GOOG
Alphabet Inc.

Communication Services
-27
- 2.67%
$146.58 - $180.01 $3.96K - $4.86K
985 $174K
CAT
Caterpillar Inc

Industrials
-5
- 1.07%
$273.94 - $388.21 $1.37K - $1.94K
462 $179K
SPY
Spdr S&P 500 ETF Trust

ETFs
-11
- 1.75%
$496.48 - $617.85 $5.46K - $6.8K
619 $382K
IWM
Ishares Russell 2000 ETF

ETFs
-13
- 0.46%
$174.82 - $215.79 $2.27K - $2.81K
2.79K $601K
RODM
Hartford Multifactor Developed

ETFs
-11.9K
- 8.15%
$28.23 - $34.22 $336K - $408K
134K $4.58M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-17.5K
- 4.2%
$70.7 - $82.14 $1.23M - $1.43M
398K $32.7M
ISCG
Ishares Morningstar Small Cap

ETFs
-5.59K
- 7.46%
$39.44 - $49.76 $220K - $278K
69.3K $3.45M
VTI
Vanguard Total Stock Market Et

ETFs
-39
- 0.9%
$243.75 - $303.93 $9.51K - $11.9K
4.31K $1.31M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-61
- 0.15%
$34.72 - $42.74 $2.12K - $2.61K
41.1K $1.76M
AVDE
American Centy ETF Tr Avantis

ETFs
-20.6K
- 9.46%
$59.32 - $74.36 $1.22M - $1.53M
197K $14.6M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-1.06K
- 3.29%
$62.52 - $78.19 $66.3K - $82.9K
31.1K $2.42M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-13.3K
- 4.22%
$26.38 - $32.66 $351K - $435K
302K $9.87M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-17.2K
- 4.52%
$32.66 - $40.75 $561K - $699K
363K $14.7M
VUG
Vanguard Growth ETF

ETFs
-3.56K
- 6.78%
$329.49 - $438.4 $1.17M - $1.56M
49K $21.5M
AVIV
American Centy ETF Tr Avantis
-3.35K
- 0.62%
$50.27 - $62.84 $169K - $211K
539K $33.6M
Activity Summary
Buys All Purchases 109 New Holdings 29 Increased Positions 80 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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