Iag Wealth Partners, LLC
CIK Number: 0001827261
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR Portfolio ... | 70.28 | -0.87% | 755.47K | +5.04% | 52.08M | 42.45 | 9.19% |
| 2 | SPDW | SPDR Portfolio ... | 39.95 | -1.27% | 1.2M | +7.45% | 41.07M | 32.08 | 7.24% |
| 3 | DLN | WisdomTree U.S.... | 80.08 | -0.79% | 412.38K | -1.43% | 32.08M | 52.84 | 5.66% |
| 4 | GSLC | Goldman Sachs A... | 117.17 | -0.81% | 270.17K | +2.07% | 31.12M | 68.37 | 5.49% |
| 5 | MMIT | IQ MacKay Munic... | 23.77 | +0.13% | 1.11M | +4.79% | 26.67M | 24.65 | 4.70% |
| 6 | DON | WisdomTree U.S.... | 48.98 | -0.77% | 479.16K | -2.17% | 24.42M | 37.09 | 4.31% |
| 7 | IVV | iShares Core S&... | 598.51 | -0.87% | 41.35K | -2.82% | 24.34M | 325.18 | 4.29% |
| 8 | GSIE | Goldman Sachs A... | 39.08 | -1.21% | 573.48K | +4.28% | 19.12M | 30.34 | 3.37% |
| 9 | VUG | Vanguard Growth... | 420.16 | -0.82% | 46.05K | +6.65% | 18.9M | 244.53 | 3.33% |
| 10 | PWV | Invesco Dynamic... | 60.26 | -0.85% | 283.34K | -6.37% | 16.12M | 55.12 | 2.84% |
| 11 | JBND | JP Morgan Activ... | 52.98 | +0.34% | 296.3K | +55.91K% | 15.48M | 52.25 | 2.73% |
| 12 | JMUB | JPMorgan Munici... | 49.49 | +0.14% | 295.31K | -0.34% | 14.81M | 50.93 | 2.61% |
| 13 | HAP | VanEck Natural ... | 52.63 | -0.53% | 314.9K | +10.34% | 14.36M | 48.87 | 2.53% |
| 14 | HTAB | Hartford Schrod... | 18.70 | +0.21% | 735.33K | +22.69% | 14.24M | 19.38 | 2.51% |
| 15 | PULS | PGIM Ultra Shor... | 49.66 | +0.01% | 278.64K | +25.81% | 13.81M | 49.38 | 2.44% |
| 16 | IMCG | iShares Morning... | 77.23 | -0.9% | 170.5K | -0.18% | 12.88M | 65.04 | 2.27% |
| 17 | SPTM | SPDR Portfolio ... | 72.45 | -0.88% | 166.18K | -4.52% | 11.87M | 36.47 | 2.09% |
| 18 | AVDE | Avantis Interna... | 73.11 | -1.12% | 191.97K | +8.75% | 11.78M | 60.59 | 2.08% |
| 19 | SPMD | SPDR Portfolio ... | 52.98 | -0.89% | 182.9K | +2.32% | 10M | 37.34 | 1.76% |
| 20 | CWI | SPDR MSCI ACWI ... | 31.72 | -1.15% | 333.07K | -2.13% | 9.31M | 25.23 | 1.64% |
| 21 | DGRW | WisdomTree U.S.... | 81.78 | -0.76% | 96.81K | +12.08% | 7.83M | 68.61 | 1.38% |
| 22 | VIG | Vanguard Divide... | 199.44 | -0.85% | 35.64K | -5.27% | 6.98M | 122.24 | 1.23% |
| 23 | SPYG | SPDR Portfolio ... | 91.36 | -0.84% | 75.07K | -1.94% | 6.6M | 48.16 | 1.16% |
| 24 | GUNR | FlexShares Morn... | 41.06 | -0.23% | 180.55K | +8.24% | 6.56M | 40.54 | 1.16% |
| 25 | SPHQ | Invesco S&P 500... | 69.88 | -0.84% | 96.27K | -7.16% | 6.45M | 46.09 | 1.14% |
| 26 | JHMM | John Hancock Mu... | 59.38 | -0.94% | 96.09K | -2.3% | 5.74M | 48.78 | 1.01% |
| 27 | SPAB | SPDR Portfolio ... | 25.30 | +0.34% | 203.14K | +30.09% | 5.08M | 26.41 | 0.90% |
| 28 | SPSM | SPDR Portfolio ... | 41.43 | -1.11% | 106.41K | -0.39% | 4.78M | 32.08 | 0.84% |
| 29 | MDYV | SPDR S&P 400 Mi... | 77.70 | -0.91% | 58.91K | -3.22% | 4.72M | 43.75 | 0.83% |
| 30 | GTO | Invesco Total R... | 46.47 | +0.31% | 96.58K | -5.67% | 4.48M | 53.25 | 0.79% |
| 31 | RODM | Hartford Multif... | 33.76 | -1.19% | 157.21K | -1.73% | 4.47M | 22.51 | 0.79% |
| 32 | AVEM | Avantis Emergin... | 67.03 | -1.46% | 71.72K | +12.25% | 4.22M | 54.48 | 0.74% |
| 33 | SPYV | SPDR Portfolio ... | 51.12 | -0.88% | 81.68K | -4.4% | 4.18M | 37.37 | 0.74% |
| 34 | DFAE | Dimensional Eme... | 28.20 | -1.28% | 158.87K | +100.00% | 4.03M | 25.37 | 0.71% |
| 35 | OMFS | Invesco Russell... | 39.10 | -0.75% | 91.09K | -1.44% | 3.6M | 36.13 | 0.64% |
| 36 | ISCG | iShares Morning... | 47.96 | -0.97% | 71.36K | -0.21% | 3.53M | 44.28 | 0.62% |
| 37 | RECS | Columbia Resear... | 35.48 | -0.63% | 88.14K | +55.55% | 3.05M | 33.55 | 0.54% |
| 38 | JSMD | Janus Henderson... | 74.94 | -1.04% | 36.67K | -2.51% | 2.75M | 53.14 | 0.49% |
| 39 | NBCM | Neuberger Berma... | 23.03 | +0.83% | 115.45K | +16.70% | 2.42M | 21.6 | 0.43% |
| 40 | DFIS | Dimensional Int... | 29.16 | -0.9% | 94.13K | +11.12% | 2.31M | 24.14 | 0.41% |
| 41 | CSB | VictoryShares U... | 54.40 | -0.84% | 36.58K | +0.50% | 2.17M | 53.73 | 0.38% |
| 42 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 4.77K | 0.00% | 2.16M | 416.26 | 0.38% |
| 43 | HELO | J.P. Morgan Exc... | 61.88 | -0.27% | 33.72K | +420.73% | 2.09M | 61.87 | 0.37% |
| 44 | SMLV | SPDR SSGA US Sm... | 123.19 | -0.22% | 16.06K | -7.88% | 2.05M | 80.17 | 0.36% |
| 45 | AAPL | Apple Inc. | 195.57 | -1.44% | 6.88K | +2.84% | 1.72M | 118.64 | 0.30% |
| 46 | USFR | WisdomTree Floa... | 50.42 | +0.01% | 33.76K | +153.52% | 1.7M | 50.3 | 0.30% |
| 47 | MDYG | SPDR S&P 400 Mi... | 84.20 | -0.84% | 19.1K | -1.42% | 1.66M | 58.31 | 0.29% |
| 48 | NUMG | Nuveen ESG Mid-... | 46.73 | -1.22% | 33.27K | -9.41% | 1.58M | 37.5 | 0.28% |
| 49 | SPEM | SPDR Portfolio ... | 41.95 | -1.2% | 40.84K | +5.09% | 1.57M | 39.05 | 0.28% |
| 50 | SJNK | SPDR Bloomberg ... | 25.17 | -0.12% | 60.8K | +2.60% | 1.54M | 24.81 | 0.27% |
| 51 | DES | WisdomTree U.S.... | 31.13 | -0.8% | 44.39K | -1.81% | 1.52M | 20.76 | 0.27% |
| 52 | SCHM | Schwab U.S. Mid... | 27.23 | -0.86% | 48.15K | +191.78% | 1.33M | 20.45 | 0.24% |
| 53 | VTI | Vanguard Total ... | 293.93 | -0.86% | 4.37K | -3.66% | 1.27M | 167.86 | 0.22% |
| 54 | PBUS | Invesco PureBet... | 60.07 | -0.89% | 21.25K | -12.04% | 1.25M | 38.5 | 0.22% |
| 55 | AVDV | Avantis Interna... | 78.34 | -0.7% | 17.48K | -2.04% | 1.14M | 54.86 | 0.20% |
| 56 | SLYV | SPDR S&P 600 Sm... | 77.79 | -1.33% | 10.1K | -3.21% | 881.32K | 77.91 | 0.16% |
| 57 | SPGM | SPDR Portfolio ... | 66.66 | -1.05% | 13.2K | +9.05% | 835.96K | 53.45 | 0.15% |
| 58 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 1.98K | +2.64% | 835.32K | 298.86 | 0.15% |
| 59 | JMST | JPMorgan Ultra-... | 50.84 | +0.05% | 14.9K | -20.76% | 755.48K | 50.79 | 0.13% |
| 60 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 1.45K | -4.42% | 741.28K | 392.75 | 0.13% |
| 61 | JSML | Janus Henderson... | 65.71 | -0.92% | 10.57K | -3.16% | 693.06K | 43.16 | 0.12% |
| 62 | CGGE | Capital Group G... | 28.18 | -0.91% | 26.25K | +100.00% | 669.45K | 25.51 | 0.12% |
| 63 | VSS | Vanguard FTSE A... | 130.28 | -0.94% | 5.57K | -0.98% | 637.43K | 86.57 | 0.11% |
| 64 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 4.69K | +14.39% | 629.82K | 68.31 | 0.11% |
| 65 | WEC | WEC Energy Grou... | 103.99 | -0.15% | 5.89K | +20.54% | 554.18K | 88.28 | 0.10% |
| 66 | IWF | iShares Russell... | 406.54 | -0.88% | 1.3K | -0.23% | 520.85K | 226.65 | 0.09% |
| 67 | GNR | SPDR S&P Global... | 54.87 | -0.3% | 10.18K | +26.22% | 506.56K | 56.38 | 0.09% |
| 68 | ORCL | Oracle Corporat... | 207.88 | -1.53% | 3.02K | +9.70% | 503.42K | 90.97 | 0.09% |
| 69 | IJH | iShares Core S&... | 60.20 | -0.88% | 7.99K | -0.6% | 497.73K | 49.34 | 0.09% |
| 70 | IWM | iShares Russell... | 208.41 | -1.12% | 2.22K | +1.65% | 490.97K | 177.71 | 0.09% |
| 71 | BBMC | JPMorgan BetaBu... | 94.57 | -0.74% | 5.02K | -2.11% | 482.69K | 83.62 | 0.09% |
| 72 | MTUM | iShares MSCI US... | 229.92 | -0.78% | 2.18K | -13.04% | 451.09K | 125.64 | 0.08% |
| 73 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 797 | -6.01% | 429.43K | 439.39 | 0.08% |
| 74 | SCHX | Schwab U.S. Lar... | 23.65 | -0.88% | 18.41K | +163.42% | 426.7K | 15.81 | 0.08% |
| 75 | VB | Vanguard Small ... | 230.11 | -0.97% | 1.68K | -4.33% | 403.91K | 193.96 | 0.07% |
| 76 | FVD | First Trust Val... | 44.25 | -0.87% | 9.07K | -10.96% | 395.83K | 34.51 | 0.07% |
| 77 | HD | The Home Depot,... | 348.70 | -1.37% | 1K | +0.81% | 388.99K | 349.37 | 0.07% |
| 78 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 1.67K | -3.76% | 365.29K | 134.38 | 0.06% |
| 79 | IJR | iShares Core S&... | 105.81 | -1.09% | 3.11K | -4.63% | 357.99K | 90.9 | 0.06% |
| 80 | COST | Costco Wholesal... | 977.59 | -0.69% | 373 | +36.63% | 341.77K | 633.37 | 0.06% |
| 81 | LLY | Eli Lilly and C... | 791.46 | -2% | 440 | +1.38% | 339.68K | 166.51 | 0.06% |
| 82 | DBEF | Xtrackers MSCI ... | 44.74 | -0.79% | 8.13K | 0.00% | 336.66K | 33.6 | 0.06% |
| 83 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 566 | -2.58% | 331.43K | 431.8 | 0.06% |
| 84 | BCOW | 1895 Bancorp of... | 9.95 | -0.4% | 33.14K | +8.25% | 331.41K | 7.26 | 0.06% |
| 85 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 1.18K | +9.81% | 281.66K | 146.74 | 0.05% |
| 86 | GEM | Goldman Sachs A... | 35.98 | -1.41% | 8.3K | 0.00% | 264.87K | 30.81 | 0.05% |
| 87 | DLS | WisdomTree Inte... | 73.34 | -0.58% | 4.16K | -1.68% | 261.62K | 64.5 | 0.05% |
| 88 | SPSB | SPDR Portfolio ... | 30.02 | +0.02% | 8.5K | -13.44% | 253.81K | 30.12 | 0.04% |
| 89 | SCHV | Schwab U.S. Lar... | 27.02 | -0.83% | 9.57K | +200.00% | 249.49K | 19.18 | 0.04% |
| 90 | CVX | Chevron Corpora... | 148.85 | +1.93% | 1.64K | -30.79% | 237.97K | 136.89 | 0.04% |
| 91 | NEE | NextEra Energy,... | 71.88 | -2.58% | 3.2K | 0.00% | 229.41K | 83.59 | 0.04% |
| 92 | ANET | Arista Networks... | 89.66 | -5.71% | 2.05K | +100.00% | 226.25K | 110.53 | 0.04% |
| 93 | SUSA | iShares MSCI US... | 122.43 | -0.95% | 1.86K | -5.35% | 225.91K | 74.65 | 0.04% |
| 94 | MDY | SPDR S&P MIDCAP... | 551.81 | -0.9% | 392 | 0.00% | 223.28K | 543.33 | 0.04% |
| 95 | GLD | SPDR Gold Share... | 311.95 | +0.05% | 902 | -3.63% | 218.4K | 179.38 | 0.04% |
| 96 | FEX | First Trust Lar... | 106.50 | -0.76% | 1.99K | 0.00% | 207.24K | 67.62 | 0.04% |
| 97 | ABBV | AbbVie Inc. | 185.53 | -2.8% | 1.17K | -8.2% | 207.1K | 142.29 | 0.04% |
| 98 | VTV | Vanguard Value ... | 172.71 | -0.87% | 1.22K | +7.04% | 205.79K | 142.66 | 0.04% |
| 99 | ET | Energy Transfer... | 17.91 | -1.29% | 10.46K | +74.59% | 204.84K | 14.98 | 0.04% |
| 100 | DE | Deere & Company | 522.91 | -0.29% | 460 | 0.00% | 194.9K | 424.85 | 0.03% |
| 101 | CAT | Caterpillar Inc... | 357.72 | -1.3% | 517 | +374.31% | 187.64K | 350.08 | 0.03% |
| 102 | MRK | Merck & Co., In... | 78.33 | -3.25% | 1.84K | +6.28% | 183.44K | 86.81 | 0.03% |
| 103 | MLPX | Global X MLP & ... | 61.60 | -0.66% | 2.94K | 0.00% | 178.17K | 24.93 | 0.03% |
| 104 | IWD | iShares Russell... | 188.74 | -0.84% | 879 | 0.00% | 162.73K | 164.55 | 0.03% |
| 105 | PEP | PepsiCo, Inc. | 129.25 | -1.64% | 1.04K | 0.00% | 157.53K | 169.44 | 0.03% |
| 106 | IYW | iShares U.S. Te... | 164.89 | -0.61% | 978 | 0.00% | 156.01K | 152.02 | 0.03% |
| 107 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 658 | +26.54% | 152.55K | 118.82 | 0.03% |
| 108 | IAU | iShares Gold Tr... | 63.83 | +0.05% | 2.97K | 0.00% | 146.95K | 35.1 | 0.03% |
| 109 | DIS | The Walt Disney... | 118.14 | -1.12% | 1.31K | +0.08% | 145.78K | 91.29 | 0.03% |
| 110 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 1.33K | +149.72% | 142.64K | 110.07 | 0.03% |
| 111 | DFUS | Dimensional U.S... | 64.76 | -0.87% | 2.23K | 0.00% | 141.84K | 40.75 | 0.03% |
| 112 | V | Visa Inc. | 357.69 | +0.62% | 439 | +25.43% | 138.74K | 228.56 | 0.02% |
| 113 | T | AT&T Inc. | 27.64 | -1.16% | 6.02K | -1.44% | 137.03K | 19.57 | 0.02% |
| 114 | GWW | W.W. Grainger, ... | 1045.32 | -2.47% | 124 | 0.00% | 130.7K | 341.03 | 0.02% |
| 115 | META | Meta Platforms,... | 697.17 | -0.7% | 223 | 0.00% | 130.57K | 268.9 | 0.02% |
| 116 | WPC | W. P. Carey Inc... | 62.91 | +0.19% | 2.33K | -6.31% | 127.05K | 69.87 | 0.02% |
| 117 | XLP | Consumer Staple... | 80.53 | -0.86% | 1.6K | +18.13% | 125.46K | 77.11 | 0.02% |
| 118 | VEA | Vanguard Develo... | 55.73 | -1.28% | 2.57K | -0.92% | 123.09K | 45.58 | 0.02% |
| 119 | IUSV | iShares Core S&... | 91.94 | -0.91% | 1.32K | 0.00% | 122.5K | 88.97 | 0.02% |
| 120 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 841 | +6.86% | 121.65K | 152.25 | 0.02% |
| 121 | VNLA | Janus Henderson... | 49.05 | -0.01% | 2.45K | +100.00% | 120.03K | 48.91 | 0.02% |
| 122 | NOC | Northrop Grumma... | 503.51 | +1.20% | 250 | +733.33% | 117.32K | 466.34 | 0.02% |
| 123 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 612 | +48.54% | 116.47K | 130.11 | 0.02% |
| 124 | MCD | McDonald's Corp... | 292.33 | -1.33% | 395 | 0.00% | 114.51K | 254.95 | 0.02% |
| 125 | MOAT | VanEck Mornings... | 91.00 | -1.29% | 1.22K | +2.52% | 113.13K | 80.17 | 0.02% |
| 126 | QUAL | iShares MSCI US... | 177.75 | -0.98% | 623 | -2.2% | 110.94K | 140.42 | 0.02% |
| 127 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 271 | -14.24% | 109.44K | 200.35 | 0.02% |
| 128 | FBND | Fidelity Total ... | 45.37 | +0.31% | 2.44K | 0.00% | 109.39K | 44.65 | 0.02% |
| 129 | ACWI | iShares MSCI AC... | 124.21 | -1.04% | 925 | 0.00% | 108.69K | 113.69 | 0.02% |
| 130 | SDY | SPDR S&P Divide... | 134.04 | -0.86% | 815 | 0.00% | 107.66K | 108.75 | 0.02% |
| 131 | PRF | Invesco FTSE RA... | 41.16 | -0.81% | 2.63K | +0.88% | 105.96K | 40.63 | 0.02% |
| 132 | NUDM | Nuveen ESG Inte... | 34.47 | -1.35% | 3.45K | 0.00% | 103.71K | 27.21 | 0.02% |
| 133 | LNT | Alliant Energy ... | 60.05 | -0.67% | 1.69K | 0.00% | 100.06K | 52.1 | 0.02% |
| 134 | GS | The Goldman Sac... | 624.29 | -0.57% | 174 | +125.97% | 99.64K | 448.9 | 0.02% |
| 135 | IEMG | iShares Core MS... | 57.92 | -1.25% | 1.86K | +1.75% | 97.29K | 54.87 | 0.02% |
| 136 | SMMD | iShares Russell... | 65.45 | -1.06% | 1.43K | 0.00% | 96.9K | 61.57 | 0.02% |
| 137 | ADP | Automatic Data ... | 307.57 | -0.11% | 330 | 0.00% | 96.69K | 201.64 | 0.02% |
| 138 | RDVY | First Trust Ris... | 60.66 | -0.85% | 1.6K | 0.00% | 94.62K | 41.23 | 0.02% |
| 139 | IVE | iShares S&P 500... | 189.84 | -0.94% | 492 | +40.57% | 93.91K | 178.79 | 0.02% |
| 140 | VWO | Vanguard Emergi... | 48.28 | -1.13% | 2.08K | -0.52% | 91.82K | 41.85 | 0.02% |
| 141 | EXAS | Exact Sciences ... | 52.53 | -1.44% | 1.61K | 0.00% | 90.75K | 59.82 | 0.02% |
| 142 | JCI | Johnson Control... | 103.77 | -0.69% | 1.13K | 0.00% | 88.8K | 53.21 | 0.02% |
| 143 | SO | The Southern Co... | 88.36 | -0.65% | 1.07K | +31.30% | 88.4K | 72.42 | 0.02% |
| 144 | AMGN | Amgen Inc. | 290.07 | -1.86% | 335 | 0.00% | 87.31K | 281.56 | 0.02% |
| 145 | CSCO | Cisco Systems, ... | 65.33 | -0.27% | 1.46K | +71.11% | 86.61K | 55.03 | 0.02% |
| 146 | FIS | Fidelity Nation... | 80.41 | -0.65% | 1.07K | -0.93% | 86.45K | 109.19 | 0.02% |
| 147 | XEL | Xcel Energy Inc... | 65.62 | -1.75% | 1.28K | 0.00% | 86.16K | 57.22 | 0.02% |
| 148 | REET | iShares Global ... | 24.68 | -0.18% | 3.58K | 0.00% | 85.91K | 23.07 | 0.02% |
| 149 | IHDG | WisdomTree Inte... | 45.18 | -0.64% | 1.97K | 0.00% | 85.77K | 35.72 | 0.02% |
| 150 | WM | Waste Managemen... | 234.03 | -0.27% | 423 | +5.49% | 85.36K | 144.02 | 0.02% |