Iag Wealth Partners, LLC Incresed Positions in Q3 2025

Iag Wealth Partners, LLC

  • $743 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
263
+ 228.7%
N/A
378 $32K
CTAS
Cintas Corp

Industrials
120
+ 66.67%
$199.29 - $226.27 $23.9K - $27.2K
300 $61K
CVX
Chevron Corp

Energy
6
+ 0.39%
$145.57 - $161.83 $873 - $971
1.53K $236K
PH
Parker Hannifin Corp

Industrials
21
+ 42.0%
$697.13 - $769.67 $14.6K - $16.2K
71 $53K
LLY
Eli Lilly & CO

Healthcare
30
+ 6.94%
$625.65 - $812.69 $18.8K - $24.4K
462 $352K
NOW
Service Now, Inc.

Technology
18
+ 200.0%
$850.86 - $1044.69 $15.3K - $18.8K
27 $24K
SOXX
Ishares Semiconductor ETF

ETFs
9
+ 2.63%
$236.93 - $271.12 $2.13K - $2.44K
351 $95K
JOBY
Joby Aviation, Inc.

Industrials
600
+ 100.0%
$9.81 - $20.39 $5.89K - $12.2K
1.2K $19K
NFLX
Netflix Inc

Communication Services
19
+ 23.17%
$1147.87 - $1297.18 $21.8K - $24.6K
101 $121K
AMAT
Applied Materials Inc

Technology
1
+ 0.23%
$156.25 - $204.95 $156 - $205
444 $90K
TIP
Ishares Tr Tips Bd ETF

ETFs
74
+ 89.16%
$109.11 - $111.88 $8.07K - $8.28K
157 $17K
SPSB
Spdr Portfolio Short Term Corp

ETFs
242
+ 2.24%
$30.02 - $30.29 $7.26K - $7.33K
11.1K $334K
PRF
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.41%
$42.04 - $45.23 $462 - $498
2.66K $120K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
154
+ 1711.11%
$49.78 - $50.75 $7.67K - $7.82K
163 $8K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.18%
$291.67 - $316.99 $292 - $317
547 $166K
MO
Altria Group, Inc.

Consumer Defensive
12
+ 1.76%
$57.75 - $67.68 $693 - $812
692 $45K
MRK
Merck & Co., Inc.

Healthcare
6
+ 0.58%
$77.6 - $87.37 $466 - $524
1.04K $86K
DVY
Ishares Tr

ETFs
3
+ 0.74%
$133.88 - $142.57 $402 - $428
407 $57K
MSTR
Microstrategy Inc

Technology
35
+ 40.23%
$300.7 - $455.9 $10.5K - $16K
122 $39K
MPW
Medical Properties Trust Inc

Real Estate
79
+ 1.94%
$3.98 - $5.13 $314 - $405
4.15K $21K
UNP
Union Pacific Corp

Industrials
2
+ 0.53%
$214.91 - $237.16 $430 - $474
378 $89K
PFE
Pfizer Inc

Healthcare
10
+ 0.53%
$23.29 - $25.88 $233 - $259
1.91K $48K
MGEE
Mge Energy Inc

Utilities
39
+ 7.39%
$83.0 - $90.05 $3.24K - $3.51K
567 $47K
EMR
Emerson Electric CO

Industrials
5
+ 4.0%
$128.6 - $149.63 $643 - $748
130 $17K
AMGN
Amgen Inc

Healthcare
2
+ 0.59%
$271.18 - $309.22 $542 - $618
339 $95K
Ge Healthcare
126
+ 900.0%
N/A
140 $0
Linde PLC
63
+ 126.0%
N/A
113 $0
Jpmorgan Hedged
1.09K
+ 3.49%
N/A
32.4K $0
Jpmorgan Active
188K
+ 19.0%
N/A
1.18M $0
Ishares Bitcoin
4.16K
+ 253.97%
N/A
5.79K $0
Capital Group
400
+ 1.38%
N/A
29.5K $0
XLP
Consumer Staples Sector Spdr

ETFs
3
+ 0.2%
N/A
1.48K $112K
Fidelity Covington
7.75K
+ 9.74%
N/A
87.3K $0
DOV
Dover Corp

Industrials
3
+ 10.0%
$165.59 - $190.9 $497 - $573
33 $5K
Pimco Enhanced
15K
+ 10.74%
N/A
155K $0
Fidelity Enhanced
8.78K
+ 9.1%
N/A
105K $0
NBCM
Neuberger Berman ETF Tr Commod
13.1K
+ 10.51%
N/A
138K $0
Ge Vernova
95
+ 558.82%
N/A
112 $0
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.64%
$150.47 - $161.22 $451 - $484
472 $72K
PRU
Prudential Financial Inc

Financial Services
6
+ 0.81%
$100.68 - $109.89 $604 - $659
746 $77K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.3%
$288.69 - $310.94 $289 - $311
332 $97K
KO
Coca Cola CO

Consumer Defensive
3
+ 0.08%
$65.67 - $71.67 $197 - $215
3.58K $237K
UPS
United Parcel Service Inc

Industrials
10
+ 0.87%
$82.58 - $105.54 $826 - $1.06K
1.16K $96K
Activity Summary
Buys All Purchases 151 New Holdings 57 Increased Positions 94 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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