Iag Wealth Partners, LLC Portfolio Holdings

Iag Wealth Partners, LLC

  • $535 Million
  • Q3 2024

Iag Wealth Partners, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $535 Million distributed in 490 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 $48.6M, Spdr Ser Tr Fds Spdr Portfolio with a value of $42.1M, Wisdomtree Tr U.S Largecap Div with a value of $32.9M, Goldman Sachs ETF Tr Activebet with a value of $29.9M, and Indexiq Active ETF Tr Iq Macka with a value of $26.1M.

Examining the 13F form we can see an increase of $40.6M in the current position value, from $494M to 535M.

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

Portfolio value $535 Million
ETFs: $514 Million
Technology: $4.04 Million
Energy: $3.55 Million
Financial Services: $3.3 Million
Consumer Cyclical: $2.16 Million
Healthcare: $1.73 Million
Industrials: $1.24 Million
Utilities: $1.14 Million
Other: $1.92 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$63.7M
$309,000 0.06% of portfolio
30,616
Q2 2024 Added 5.49%
$126M
$3,000 0.0% of portfolio
1,700
Q4 2023 Reduced 32.0%
$161M
$0 0.0% of portfolio
15
Q4 2019 New
$57.5M
$4,000 0.0% of portfolio
3,000
Q3 2022 New
$160M
$0 0.0% of portfolio
66
Q4 2019 New
$190M
$12,000 0.0% of portfolio
800
Q2 2024 Reduced 20.0%

Summary

  • Portfolio
  • No. of Stocks 490
  • Current Value $535 Million
  • Prior Value $494 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 40 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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