Iag Wealth Partners, LLC
CIK Number: 0001827261
Main Sectors:
Top Industries:
Filing Date: Apr 16, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | JBND | JP Morgan Activ... | 54.41 | +0.16% | 1.08M | +264.58% | 57.81M | 53.17 | 8.99% | Share |
| 2 | SPLG | SPDR Portfolio ... | 77.37 | +0.81% | 791.71K | +4.80% | 52.06M | 43.51 | 8.09% | Share |
| 3 | DLN | WisdomTree U.S.... | 86.39 | +1.05% | 415.61K | +0.78% | 32.99M | 53.05 | 5.13% | Share |
| 4 | AVIV | Avantis Interna... | 67.14 | +0.93% | 542.8K | +34.56K% | 30.77M | 56.67 | 4.78% | Share |
| 5 | GSLC | Goldman Sachs A... | 129.38 | +1.09% | 277.92K | +2.87% | 30.59M | 69.53 | 4.76% | Share |
| 6 | MMIT | NYLI MacKay Mun... | 24.27 | +0.27% | 1.09M | -2.08% | 26.07M | 24.65 | 4.05% | Share |
| 7 | DON | WisdomTree U.S.... | 53.25 | +1.54% | 484.97K | +1.21% | 24.02M | 37.24 | 3.73% | Share |
| 8 | IVV | iShares Core S&... | 660.91 | +0.83% | 40.31K | -2.52% | 22.65M | 325.18 | 3.52% | Share |
| 9 | HTAB | Hartford Schrod... | 19.16 | +0.58% | 1.18M | +59.99% | 22.55M | 19.3 | 3.51% | Share |
| 10 | GSIE | Goldman Sachs A... | 41.48 | +0.97% | 579.86K | +1.11% | 20.67M | 30.39 | 3.21% | Share |
| 11 | VUG | Vanguard Growth... | 469.69 | +0.53% | 52.55K | +14.13% | 19.49M | 260.17 | 3.03% | Share |
| 12 | PULS | PGIM Ultra Shor... | 49.72 | +0.04% | 369.83K | +32.73% | 18.39M | 49.47 | 2.86% | Share |
| 13 | PWV | Invesco Dynamic... | 64.97 | +1.12% | 290.03K | +2.36% | 17.26M | 55.22 | 2.68% | Share |
| 14 | HAP | VanEck Natural ... | 56.08 | +0.60% | 324.64K | +3.09% | 16.17M | 48.89 | 2.51% | Share |
| 15 | JMUB | JPMorgan Munici... | 50.39 | +0.28% | 305.69K | +3.52% | 15.28M | 50.89 | 2.38% | Share |
| 16 | AVDE | Avantis Interna... | 78.72 | +1.10% | 217.78K | +13.44% | 14.43M | 61.26 | 2.24% | Share |
| 17 | SPDW | SPDR Portfolio ... | 42.72 | +1.05% | 379.71K | -68.45% | 13.83M | 32.08 | 2.15% | Share |
| 18 | IMCG | iShares Morning... | 83.21 | +1.29% | 184.47K | +8.19% | 13.18M | 65.53 | 2.05% | Share |
| 19 | SPTM | SPDR Portfolio ... | 79.80 | +0.91% | 169.78K | +2.17% | 11.55M | 37.14 | 1.79% | Share |
| 20 | SPMD | SPDR Portfolio ... | 58.30 | +1.67% | 196.67K | +7.53% | 10.07M | 38.31 | 1.56% | Share |
| 21 | CWI | SPDR MSCI ACWI ... | 34.57 | +1.08% | 315.59K | -5.25% | 9.34M | 25.23 | 1.45% | Share |
| 22 | DBMF | iMGP DBi Manage... | 26.94 | +0.71% | 345.91K | +100.00% | 8.74M | 25.26 | 1.36% | Share |
| 23 | DGRW | WisdomTree U.S.... | 88.91 | +0.99% | 105.7K | +9.18% | 8.44M | 69.56 | 1.31% | Share |
| 24 | VIG | Vanguard Divide... | 216.56 | +0.90% | 34.7K | -2.64% | 6.73M | 122.24 | 1.05% | Share |
| 25 | SPYG | SPDR Portfolio ... | 102.90 | +0.48% | 75.82K | +1.00% | 6.09M | 48.48 | 0.95% | Share |
| 26 | SPHQ | Invesco S&P 500... | 72.94 | +1.24% | 90.63K | -5.87% | 6.01M | 46.09 | 0.93% | Share |
| 27 | SPAB | SPDR Portfolio ... | 25.95 | +0.21% | 213.47K | +5.08% | 5.45M | 26.36 | 0.85% | Share |
| 28 | SPSM | SPDR Portfolio ... | 46.80 | +1.99% | 119.82K | +12.60% | 4.88M | 33.05 | 0.76% | Share |
| 29 | RODM | Hartford Multif... | 35.94 | +0.53% | 146.25K | -6.97% | 4.53M | 22.51 | 0.70% | Share |
| 30 | GNR | SPDR S&P Global... | 58.72 | +0.65% | 83.52K | +720.44% | 4.45M | 53.63 | 0.69% | Share |
| 31 | MDYV | SPDR S&P 400 Mi... | 85.17 | +1.48% | 57.7K | -2.04% | 4.45M | 43.75 | 0.69% | Share |
| 32 | AVEM | Avantis Emergin... | 74.45 | +0.98% | 73.83K | +2.94% | 4.44M | 54.64 | 0.69% | Share |
| 33 | DFAE | Dimensional Eme... | 31.29 | +1.13% | 157.2K | -1.05% | 4.07M | 25.37 | 0.63% | Share |
| 34 | SPYV | SPDR Portfolio ... | 54.78 | +1.21% | 79.64K | -2.49% | 4.07M | 37.37 | 0.63% | Share |
| 35 | JHMM | John Hancock Mu... | 65.23 | +1.56% | 70.89K | -26.22% | 4.06M | 48.78 | 0.63% | Share |
| 36 | RECS | Columbia Resear... | 39.56 | +1.00% | 121.95K | +38.36% | 4.05M | 33.46 | 0.63% | Share |
| 37 | GTO | Invesco Total R... | 47.80 | +0.33% | 86.25K | -10.7% | 4.05M | 53.25 | 0.63% | Share |
| 38 | GUNR | FlexShares Morn... | 43.61 | +0.86% | 101.69K | -43.68% | 3.95M | 40.54 | 0.61% | Share |
| 39 | ISCG | iShares Morning... | 54.32 | +1.82% | 74.9K | +4.96% | 3.37M | 44.31 | 0.52% | Share |
| 40 | FESM | Fidelity Coving... | 36.41 | +2.02% | 99.56K | +100.00% | 2.93M | 29.48 | 0.46% | Share |
| 41 | NBCM | Neuberger Berma... | 23.08 | -0.2% | 119.27K | +3.31% | 2.7M | 21.64 | 0.42% | Share |
| 42 | DFIS | Dimensional Int... | 31.64 | +1.10% | 99.59K | +5.80% | 2.57M | 24.24 | 0.40% | Share |
| 43 | BRK-B | Berkshire Hatha... | 496.91 | +1.39% | 4.77K | 0.00% | 2.54M | 416.26 | 0.39% | Share |
| 44 | CSB | VictoryShares U... | 60.16 | +1.42% | 42.69K | +16.72% | 2.45M | 54.26 | 0.38% | Share |
| 45 | FMDE | Fidelity Coving... | 36.49 | +1.39% | 78.19K | +39.39K% | 2.45M | 31.34 | 0.38% | Share |
| 46 | JSMD | Janus Henderson... | 85.59 | +2.31% | 32.17K | -12.27% | 2.25M | 53.14 | 0.35% | Share |
| 47 | HELO | JPMorgan Hedged... | 64.89 | +0.36% | 34.31K | +1.76% | 2.05M | 61.83 | 0.32% | Share |
| 48 | BBSC | JPMorgan BetaBu... | 73.91 | +1.77% | 31.52K | +8.60% | 1.91M | 60.04 | 0.30% | Share |
| 49 | SMLV | SPDR SSGA US Sm... | 133.61 | +1.57% | 13.99K | -12.94% | 1.72M | 80.17 | 0.27% | Share |
| 50 | SPEM | SPDR Portfolio ... | 46.11 | +1.18% | 41.15K | +0.76% | 1.62M | 39.06 | 0.25% | Share |
| 51 | AAPL | Apple Inc. | 230.03 | +1.43% | 6.87K | -0.06% | 1.53M | 118.64 | 0.24% | Share |
| 52 | MDYG | SPDR S&P 400 Mi... | 93.06 | +1.83% | 19.04K | -0.3% | 1.51M | 58.31 | 0.24% | Share |
| 53 | DES | WisdomTree U.S.... | 34.49 | +1.86% | 42.65K | -3.92% | 1.36M | 20.76 | 0.21% | Share |
| 54 | NUMG | Nuveen ESG Mid-... | 49.35 | +1.45% | 31.53K | -5.22% | 1.35M | 37.5 | 0.21% | Share |
| 55 | SJNK | SPDR Bloomberg ... | 25.53 | +0.16% | 53.01K | -12.82% | 1.33M | 24.81 | 0.21% | Share |
| 56 | JNJ | Johnson & Johns... | 178.50 | +1.54% | 7.44K | +784.30% | 1.23M | 164.3 | 0.19% | Share |
| 57 | VTI | Vanguard Total ... | 324.77 | +0.92% | 4.35K | -0.64% | 1.19M | 167.86 | 0.19% | Share |
| 58 | AVDV | Avantis Interna... | 88.16 | +1.07% | 16.64K | -4.86% | 1.16M | 54.86 | 0.18% | Share |
| 59 | PBUS | Invesco PureBet... | 66.16 | +0.88% | 20.64K | -2.89% | 1.16M | 38.5 | 0.18% | Share |
| 60 | SCHM | Schwab U.S. Mid... | 30.14 | +1.58% | 43.14K | -10.41% | 1.13M | 20.45 | 0.18% | Share |
| 61 | JMST | JPMorgan Ultra-... | 51.04 | +0.03% | 21.57K | +44.76% | 1.1M | 50.81 | 0.17% | Share |
| 62 | VOO | Vanguard S&P 50... | 604.58 | +0.82% | 2.09K | +162.74% | 1.08M | 485.55 | 0.17% | Share |
| 63 | USFR | WisdomTree Floa... | 50.32 | -0.02% | 18.82K | -44.25% | 947.18K | 50.3 | 0.15% | Share |
| 64 | FLQM | Franklin U.S. M... | 57.52 | +1.55% | 17.3K | +13.63K% | 917.07K | 53.02 | 0.14% | Share |
| 65 | SPGM | SPDR Portfolio ... | 73.90 | +0.93% | 13.7K | +3.78% | 855.09K | 53.78 | 0.13% | Share |
| 66 | SLYV | SPDR S&P 600 Sm... | 89.77 | +2.16% | 10.25K | +1.50% | 803.84K | 77.92 | 0.12% | Share |
| 67 | MSFT | Microsoft Corpo... | 501.01 | +0.13% | 2.05K | +3.33% | 768.87K | 301.32 | 0.12% | Share |
| 68 | CGGE | Capital Group G... | 30.65 | +0.96% | 27.29K | +3.99% | 705.83K | 25.52 | 0.11% | Share |
| 69 | WEC | WEC Energy Grou... | 109.73 | +0.31% | 6.07K | +3.04% | 661.74K | 88.89 | 0.10% | Share |
| 70 | VSS | Vanguard FTSE A... | 143.47 | +1.01% | 5.67K | +1.83% | 655.45K | 87.09 | 0.10% | Share |
| 71 | QQQ | Invesco QQQ Tru... | 584.09 | +0.58% | 1.28K | -11.52% | 601.63K | 392.75 | 0.09% | Share |
| 72 | JSML | Janus Henderson... | 75.43 | +2.66% | 9.21K | -12.94% | 560.22K | 43.16 | 0.09% | Share |
| 73 | IWM | iShares Russell... | 240.78 | +1.84% | 2.8K | +26.01% | 558.57K | 182.2 | 0.09% | Share |
| 74 | NVDA | NVIDIA Corporat... | 177.06 | -0.15% | 5.01K | +6.93% | 543.53K | 70.91 | 0.08% | Share |
| 75 | VNLA | Janus Henderson... | 49.20 | +0.03% | 10.85K | +342.22% | 533.38K | 49.1 | 0.08% | Share |
| 76 | IWF | iShares Russell... | 458.61 | +0.52% | 1.29K | -0.23% | 467.25K | 226.65 | 0.07% | Share |
| 77 | IJH | iShares Core S&... | 66.52 | +1.68% | 7.99K | 0.00% | 466.1K | 49.34 | 0.07% | Share |
| 78 | ORCL | Oracle Corporat... | 307.79 | -6.26% | 3.08K | +1.89% | 430.33K | 91.88 | 0.07% | Share |
| 79 | BBMC | JPMorgan BetaBu... | 105.87 | +1.45% | 4.44K | -11.48% | 400.14K | 83.62 | 0.06% | Share |
| 80 | AMZN | Amazon.com, Inc... | 229.95 | -0.16% | 2.08K | +24.62% | 394.79K | 145.42 | 0.06% | Share |
| 81 | FVD | First Trust Val... | 46.52 | +1.28% | 8.53K | -5.95% | 380.37K | 34.51 | 0.06% | Share |
| 82 | VB | Vanguard Small ... | 258.07 | +1.77% | 1.66K | -1.25% | 368.11K | 193.96 | 0.06% | Share |
| 83 | HD | The Home Depot,... | 423.33 | +2.44% | 995 | -0.5% | 364.66K | 349.37 | 0.06% | Share |
| 84 | MTUM | iShares MSCI US... | 253.94 | -0.17% | 1.79K | -17.94% | 361.61K | 125.64 | 0.06% | Share |
| 85 | LLY | Eli Lilly and C... | 755.95 | +0.18% | 435 | -1.14% | 359.11K | 166.51 | 0.06% | Share |
| 86 | COST | Costco Wholesal... | 964.32 | +0.84% | 375 | +0.54% | 354.67K | 635.04 | 0.06% | Share |
| 87 | SPY | SPDR S&P 500 ET... | 657.61 | +0.83% | 630 | +11.31% | 352.14K | 444.76 | 0.05% | Share |
| 88 | OMFS | Invesco Russell... | 44.15 | +1.83% | 9.13K | -89.97% | 347K | 36.13 | 0.05% | Share |
| 89 | VTV | Vanguard Value ... | 186.08 | +1.23% | 2K | +64.64% | 345.74K | 154.47 | 0.05% | Share |
| 90 | GEM | Goldman Sachs A... | 40.24 | +1.39% | 9.91K | +19.40% | 328.75K | 31.19 | 0.05% | Share |
| 91 | IJR | iShares Core S&... | 120.07 | +2.08% | 3.11K | 0.00% | 324.9K | 90.9 | 0.05% | Share |
| 92 | SPSB | SPDR Portfolio ... | 30.26 | +0.10% | 10.69K | +25.75% | 321.74K | 30.11 | 0.05% | Share |
| 93 | DBEF | Xtrackers MSCI ... | 46.20 | +0.84% | 7.39K | -9.1% | 320.07K | 33.6 | 0.05% | Share |
| 94 | DLS | WisdomTree Inte... | 80.65 | +1.12% | 4.54K | +9.19% | 299.52K | 64.63 | 0.05% | Share |
| 95 | JPM | JPMorgan Chase ... | 305.50 | +1.65% | 1.18K | 0.00% | 288.23K | 146.74 | 0.04% | Share |
| 96 | JCI | Johnson Control... | 107.82 | +0.02% | 3.2K | +184.80% | 256.67K | 70.66 | 0.04% | Share |
| 97 | KO | The Coca-Cola C... | 67.59 | -0.34% | 3.57K | +194.72% | 255.86K | 68.15 | 0.04% | Share |
| 98 | GLD | SPDR Gold Share... | 334.70 | -0.17% | 848 | -5.99% | 244.34K | 179.38 | 0.04% | Share |
| 99 | ABBV | AbbVie Inc. | 220.19 | +4.04% | 1.15K | -1.72% | 239.98K | 142.29 | 0.04% | Share |
| 100 | SCHX | Schwab U.S. Lar... | 26.06 | +0.81% | 10.86K | -41.03% | 239.7K | 15.81 | 0.04% | Share |
| 101 | SCHV | Schwab U.S. Lar... | 29.13 | +1.13% | 9K | -5.96% | 239.22K | 19.18 | 0.04% | Share |
| 102 | CVX | Chevron Corpora... | 158.25 | +0.29% | 1.41K | -14.18% | 235.88K | 136.89 | 0.04% | Share |
| 103 | PFE | Pfizer Inc. | 24.85 | +1.14% | 8.99K | +594.67% | 227.78K | 29.01 | 0.04% | Share |
| 104 | NEE | NextEra Energy,... | 71.40 | +0.51% | 3.2K | 0.00% | 226.85K | 83.59 | 0.04% | Share |
| 105 | SUSA | iShares MSCI US... | 133.95 | +1.14% | 1.86K | 0.00% | 213.43K | 74.65 | 0.03% | Share |
| 106 | MDY | SPDR S&P MIDCAP... | 607.31 | +1.68% | 392 | 0.00% | 209.12K | 543.33 | 0.03% | Share |
| 107 | FEX | First Trust Lar... | 117.02 | +1.15% | 1.99K | 0.00% | 203.59K | 67.62 | 0.03% | Share |
| 108 | DE | Deere & Company | 476.65 | +1.12% | 428 | -6.96% | 200.88K | 424.85 | 0.03% | Share |
| 109 | ET | Energy Transfer... | 17.48 | +0.37% | 10.55K | +0.86% | 196.04K | 15.01 | 0.03% | Share |
| 110 | MLPX | Global X MLP & ... | 61.33 | +0.66% | 2.92K | -0.85% | 186.13K | 24.93 | 0.03% | Share |
| 111 | LNT | Alliant Energy ... | 64.66 | +1.05% | 2.68K | +58.22% | 172.26K | 56.61 | 0.03% | Share |
| 112 | T | AT&T Inc. | 29.48 | +0.98% | 6.05K | +0.53% | 171.09K | 19.61 | 0.03% | Share |
| 113 | MCD | McDonald's Corp... | 308.37 | +0.79% | 545 | +37.97% | 170.24K | 270.76 | 0.03% | Share |
| 114 | IWD | iShares Russell... | 203.85 | +1.30% | 879 | 0.00% | 165.39K | 164.55 | 0.03% | Share |
| 115 | GOOG | Alphabet Inc. | 240.78 | +0.51% | 1.01K | +65.36% | 158.04K | 140.43 | 0.02% | Share |
| 116 | XOM | Exxon Mobil Cor... | 112.14 | -0.32% | 1.33K | 0.00% | 157.7K | 110.07 | 0.02% | Share |
| 117 | WPC | W. P. Carey Inc... | 68.45 | +1.47% | 2.5K | +6.99% | 157.46K | 69.43 | 0.02% | Share |
| 118 | CAT | Caterpillar Inc... | 431.35 | +1.99% | 467 | -9.67% | 154.1K | 350.08 | 0.02% | Share |
| 119 | V | Visa Inc. | 343.48 | +1.59% | 439 | 0.00% | 153.85K | 228.56 | 0.02% | Share |
| 120 | MRK | Merck & Co., In... | 85.16 | +1.34% | 1.69K | -8.13% | 152.02K | 86.81 | 0.02% | Share |
| 121 | PEP | PepsiCo, Inc. | 144.23 | +1.10% | 954 | -7.92% | 143.04K | 169.44 | 0.02% | Share |
| 122 | NOC | Northrop Grumma... | 582.85 | +0.51% | 271 | +8.40% | 138.75K | 469.88 | 0.02% | Share |
| 123 | IYW | iShares U.S. Te... | 187.93 | +0.29% | 978 | 0.00% | 137.35K | 152.02 | 0.02% | Share |
| 124 | VEA | Vanguard Develo... | 60.07 | +1.11% | 2.63K | +2.25% | 133.78K | 45.69 | 0.02% | Share |
| 125 | META | Meta Platforms,... | 750.90 | -0.14% | 223 | 0.00% | 128.53K | 268.9 | 0.02% | Share |
| 126 | UPS | United Parcel S... | 84.64 | +0.94% | 1.14K | +78.13% | 125.39K | 120.06 | 0.02% | Share |
| 127 | GWW | W.W. Grainger, ... | 1015.57 | +2.16% | 124 | 0.00% | 122.49K | 341.03 | 0.02% | Share |
| 128 | IUSV | iShares Core S&... | 99.18 | +1.27% | 1.32K | 0.00% | 122.1K | 88.97 | 0.02% | Share |
| 129 | XLP | Consumer Staple... | 80.58 | +0.80% | 1.48K | -7.46% | 120.65K | 77.11 | 0.02% | Share |
| 130 | VWO | Vanguard Emergi... | 53.57 | +1.23% | 2.63K | +25.95% | 118.85K | 42.55 | 0.02% | Share |
| 131 | DFUS | Dimensional U.S... | 71.62 | +0.86% | 1.96K | -12.13% | 118.24K | 40.75 | 0.02% | Share |
| 132 | SDY | SPDR S&P Divide... | 141.50 | +1.38% | 815 | 0.00% | 110.58K | 108.75 | 0.02% | Share |
| 133 | DIS | The Walt Disney... | 117.06 | +1.10% | 1.1K | -15.66% | 108.99K | 91.29 | 0.02% | Share |
| 134 | ACWI | iShares MSCI AC... | 136.55 | +0.98% | 925 | 0.00% | 107.66K | 113.69 | 0.02% | Share |
| 135 | PRF | Invesco FTSE RA... | 45.03 | +1.25% | 2.64K | +0.46% | 106.64K | 40.63 | 0.02% | Share |
| 136 | QUAL | iShares MSCI US... | 191.55 | +1.04% | 623 | 0.00% | 106.47K | 140.42 | 0.02% | Share |
| 137 | NUDM | Nuveen ESG Inte... | 37.50 | +1.19% | 3.3K | -4.41% | 105.04K | 27.21 | 0.02% | Share |
| 138 | IAU | iShares Gold Tr... | 68.53 | -0.17% | 1.78K | -40.03% | 104.95K | 35.1 | 0.02% | Share |
| 139 | AMGN | Amgen Inc. | 282.73 | +1.52% | 335 | 0.00% | 104.37K | 281.56 | 0.02% | Share |
| 140 | AEE | Ameren Corporat... | 100.37 | +1.09% | 1.02K | +87.66% | 102.31K | 89.6 | 0.02% | Share |
| 141 | ADP | Automatic Data ... | 298.03 | +1.93% | 331 | +0.30% | 101.05K | 201.95 | 0.02% | Share |
| 142 | TSLA | Tesla, Inc. | 368.81 | +6.04% | 388 | +43.17% | 100.55K | 218.08 | 0.02% | Share |
| 143 | SMMD | iShares Russell... | 74.40 | +1.72% | 1.59K | +11.93% | 99.75K | 61.67 | 0.02% | Share |
| 144 | VZ | Verizon Communi... | 44.15 | +1.51% | 2.19K | +12.84% | 99.27K | 44.39 | 0.02% | Share |
| 145 | IEMG | iShares Core MS... | 64.81 | +1.23% | 1.83K | -1.72% | 98.82K | 54.87 | 0.02% | Share |
| 146 | SO | The Southern Co... | 92.14 | +0.63% | 1.07K | 0.00% | 98.74K | 72.42 | 0.02% | Share |
| 147 | WM | Waste Managemen... | 220.47 | +1.28% | 423 | 0.00% | 97.93K | 144.02 | 0.02% | Share |
| 148 | GS | The Goldman Sac... | 784.43 | +1.93% | 174 | 0.00% | 95.06K | 448.9 | 0.01% | Share |
| 149 | RDVY | First Trust Ris... | 66.71 | +1.55% | 1.6K | 0.00% | 93.66K | 41.23 | 0.01% | Share |
| 150 | AVGO | Broadcom Inc. | 359.63 | -2.69% | 543 | -17.48% | 90.91K | 118.82 | 0.01% | Share |