Iag Wealth Partners, LLC Portfolio Holdings

Iag Wealth Partners, LLC

  • $544 Million
  • Q4 2024

Iag Wealth Partners, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $544 Million distributed in 507 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $52.1M, Spdr Ser Tr Fds Spdr Portfolio with a value of $41.1M, Wisdomtree Tr U.S Largecap Div with a value of $32.1M, Goldman Sachs ETF Tr Activebet with a value of $31.1M, and Indexiq Active ETF Tr Iq Macka with a value of $26.7M.

Examining the 13F form we can see an increase of $9.18M in the current position value, from $535M to 544M.

Below you can find more details about Iag Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $544 Million
ETFs: $525 Million
Technology: $4.48 Million
Financial Services: $3.53 Million
Industrials: $1.51 Million
Consumer Cyclical: $1.42 Million
Healthcare: $1.42 Million
Utilities: $1.24 Million
Consumer Defensive: $892,000
Other: $2.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$650B
$2.16 Million 0.4% of portfolio
4,770
Q3 2024 Added 169.49%
$3.97T
$1.72 Million 0.32% of portfolio
6,876
Q4 2024 Added 2.84%
$2.97T
$835,000 0.15% of portfolio
1,982
Q4 2024 Added 2.64%
$316B
$629,000 0.12% of portfolio
4,690
Q4 2024 Added 14.39%
$33.4B
$554,000 0.1% of portfolio
5,893
Q4 2024 Added 20.54%
$454B
$503,000 0.09% of portfolio
3,021
Q4 2024 Added 9.69%
$403B
$388,000 0.07% of portfolio
1,000
Q4 2024 Added 0.81%
$2.17T
$365,000 0.07% of portfolio
1,665
Q4 2024 Reduced 3.76%
$467B
$341,000 0.06% of portfolio
373
Q4 2024 Added 36.63%
$63.6M
$331,000 0.06% of portfolio
33,141
Q4 2024 Added 8.25%
$857B
$339,000 0.06% of portfolio
440
Q4 2024 Added 1.38%
$755B
$281,000 0.05% of portfolio
1,175
Q4 2024 Added 9.81%
$140B
$229,000 0.04% of portfolio
3,200
Q1 2023 Reduced 4.45%
$306B
$237,000 0.04% of portfolio
1,643
Q4 2024 Reduced 30.79%
$147B
$194,000 0.04% of portfolio
460
Q1 2024 Added 9.52%
$361B
$207,000 0.04% of portfolio
1,165
Q4 2024 Reduced 8.2%
$216B
$157,000 0.03% of portfolio
1,036
Q2 2024 Reduced 39.98%
$457B
$142,000 0.03% of portfolio
1,326
Q4 2024 Added 149.72%
$202B
$145,000 0.03% of portfolio
1,309
Q4 2024 Added 0.08%
$232B
$183,000 0.03% of portfolio
1,844
Q4 2024 Added 6.28%
$576B
$138,000 0.03% of portfolio
439
Q4 2024 Added 25.43%
$181B
$187,000 0.03% of portfolio
517
Q4 2024 Added 374.31%
$190B
$137,000 0.03% of portfolio
6,018
Q4 2024 Reduced 1.44%
$82B
$152,000 0.03% of portfolio
658
Q4 2024 Added 26.54%
$229B
$114,000 0.02% of portfolio
395
Q3 2024 Reduced 4.59%
$1.08T
$116,000 0.02% of portfolio
612
Q4 2024 Added 48.54%
$71B
$117,000 0.02% of portfolio
250
Q4 2024 Added 733.33%
$1.48T
$131,000 0.02% of portfolio
223
Q2 2024 Added 24.58%
$38.5B
$86,000 0.02% of portfolio
1,276
Q3 2023 New
$57.8B
$88,000 0.02% of portfolio
1,125
Q3 2023 New
$210B
$99,000 0.02% of portfolio
174
Q4 2024 Added 125.97%
$16B
$100,000 0.02% of portfolio
1,692
Q4 2023 Added 111.5%
$50.7B
$130,000 0.02% of portfolio
124
Q2 2024 Reduced 11.43%
$94.7B
$85,000 0.02% of portfolio
423
Q4 2024 Added 5.49%
$42.1B
$86,000 0.02% of portfolio
1,070
Q4 2024 Reduced 0.93%
$956B
$109,000 0.02% of portfolio
271
Q4 2024 Reduced 14.24%
$169B
$87,000 0.02% of portfolio
335
Q3 2024 Reduced 6.42%
$13.3B
$127,000 0.02% of portfolio
2,332
Q4 2024 Reduced 6.31%
$130B
$96,000 0.02% of portfolio
330
Q3 2024 Added 0.3%
$264B
$86,000 0.02% of portfolio
1,463
Q4 2024 Added 71.11%
$97.8B
$88,000 0.02% of portfolio
1,074
Q4 2024 Added 31.3%
$434B
$121,000 0.02% of portfolio
841
Q4 2024 Added 6.86%
$8.88B
$90,000 0.02% of portfolio
1,615
Q3 2024 Reduced 7.18%
$13B
$29,000 0.01% of portfolio
250
Q4 2024 New
$86.2B
$80,000 0.01% of portfolio
640
Q2 2024 Reduced 26.77%
$205B
$28,000 0.01% of portfolio
326
Q3 2023 Added 100.0%
$151B
$28,000 0.01% of portfolio
125
Q4 2024 Reduced 37.5%
$108B
$58,000 0.01% of portfolio
1,915
Q3 2024 New
$13B
$32,000 0.01% of portfolio
261
Q4 2024 Added 1,034.78%

Summary

  • Portfolio
  • No. of Stocks 507
  • Current Value $544 Million
  • Prior Value $535 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 61 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 90 stocks
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