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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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