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 Market Cap. of $200 Billions or more
