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 $2 Billions to $10 Billions
