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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.17B
$44,000 0.01% of portfolio
1,675
Q2 2024 Reduced 28.72%
$1.97B
$51,000 0.01% of portfolio
3,300
Q3 2024 Reduced 3.28%
$1.77B
$0 0.0% of portfolio
80
Q4 2023 Reduced 26.61%
$397M
$1,000 0.0% of portfolio
100
Q3 2022 New
$361M
$0 0.0% of portfolio
4
Q2 2022 New
$1.86B
$12,000 0.0% of portfolio
1,475
Q3 2024 Added 73.53%
$646M
$15,000 0.0% of portfolio
927
Q3 2021 Reduced 75.43%
$787M
$1,000 0.0% of portfolio
200
Q3 2022 New
$1.56B
$4,000 0.0% of portfolio
765
Q3 2020 New
$548M
$0 0.0% of portfolio
18
Q4 2019 New
$825M
$0 0.0% of portfolio
2
Q4 2019 New
$716M
$10,000 0.0% of portfolio
1,880
Q1 2024 New
$439M
$0 0.0% of portfolio
19
Q4 2019 New
$908M
$3,000 0.0% of portfolio
153
Q4 2019 New
$722M
$0 0.0% of portfolio
61
Q2 2022 Reduced 46.49%
$749M
$2,000 0.0% of portfolio
167
Q4 2020 Added 173.77%

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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