Iag Wealth Partners, LLC Incresed Positions in Q1 2025

Iag Wealth Partners, LLC

  • $570 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
102
+ 1.83%
$110.75 - $119.78 $11.3K - $12.2K
5.67K $660K
VZ
Verizon Communications Inc

Communication Services
249
+ 12.84%
$37.81 - $46.49 $9.41K - $11.6K
2.19K $99K
SPY
Spdr S&P 500 ETF Trust

ETFs
64
+ 11.31%
$551.42 - $612.93 $35.3K - $39.2K
630 $352K
AMD
Advanced Micro Devices Inc

Technology
253
+ 91.67%
$96.63 - $129.55 $24.4K - $32.8K
529 $54K
NOC
Northrop Grumman Corp

Industrials
21
+ 8.4%
$433.45 - $513.82 $9.1K - $10.8K
271 $138K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
499
+ 3.78%
$61.91 - $66.79 $30.9K - $33.3K
13.7K $855K
SOXX
Ishares Semiconductor ETF

ETFs
133
+ 63.64%
$188.17 - $235.81 $25K - $31.4K
342 $64K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
408
+ 62.01%
$46.12 - $52.9 $18.8K - $21.6K
1.07K $49K
GLDM
World Gold Trust

ETFs
192
+ 45.18%
$52.19 - $61.89 $10K - $11.9K
617 $38K
CHD
Church & Dwight CO Inc

Consumer Defensive
130
+ 92.86%
$101.42 - $113.2 $13.2K - $14.7K
270 $29K
CGGR
Capital Group Growth ETF Shs C

ETFs
385
+ 182.46%
$33.98 - $39.84 $13.1K - $15.3K
596 $20K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.54%
$890.62 - $1076.86 $1.78K - $2.15K
375 $354K
VEA
Vanguard Ftse Developed Market

ETFs
58
+ 2.25%
$47.4 - $52.99 $2.75K - $3.07K
2.63K $134K
MO
Altria Group, Inc.

Consumer Defensive
73
+ 11.15%
$50.81 - $60.02 $3.71K - $4.38K
728 $43K
MPW
Medical Properties Trust Inc

Real Estate
81
+ 2.06%
$3.83 - $6.21 $310 - $503
4.01K $24K
GNRC
Generac Holdings Inc.

Industrials
75
+ 129.31%
$126.65 - $164.06 $9.5K - $12.3K
133 $16K
CMCSA
Comcast Corp

Communication Services
204
+ 20.22%
$33.19 - $38.23 $6.77K - $7.8K
1.21K $44K
F
Ford Motor CO

Consumer Cyclical
699
+ 101.75%
$9.12 - $10.43 $6.37K - $7.29K
1.39K $13K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
69
+ 69.7%
$80.73 - $94.96 $5.57K - $6.55K
168 $13K
VBR
Vanguard Small Cap Value ETF

ETFs
45
+ 18.37%
$183.02 - $207.75 $8.24K - $9.35K
290 $53K
NFLX
Netflix Inc

Communication Services
2
+ 2.5%
$828.4 - $1058.6 $1.66K - $2.12K
82 $76K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.3%
$286.85 - $318.64 $287 - $319
331 $101K
MDLZ
Mondelez International, Inc.

Consumer Defensive
50
+ 100.0%
$56.12 - $68.15 $2.81K - $3.41K
100 $6K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
170
+ 11.93%
$61.55 - $71.27 $10.5K - $12.1K
1.6K $99K
WYNN
Wynn Resorts LTD

Consumer Cyclical
30
+ 17.14%
$77.0 - $93.47 $2.31K - $2.8K
205 $17K
CGXU
Capital Group Intl Focus Equit

ETFs
70
+ 17.86%
$24.48 - $26.59 $1.71K - $1.86K
462 $11K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5
+ 4.24%
$71.17 - $73.66 $356 - $368
123 $9K
C
Citigroup Inc

Financial Services
15
+ 375.0%
$67.23 - $84.63 $1.01K - $1.27K
19 $1K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
3
+ 2.46%
$69.87 - $75.62 $210 - $227
125 $9K
TIP
Ishares Tr Tips Bd ETF

ETFs
2
+ 2.47%
$106.22 - $111.09 $212 - $222
83 $9K
PRF
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.46%
$39.4 - $42.61 $473 - $511
2.64K $106K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3
+ 2.19%
$63.07 - $73.5 $189 - $221
140 $9K
Ishares Bitcoin
929
+ 154.83%
N/A
1.53K $0
Jpmorgan Active
784K
+ 264.58%
N/A
1.08M $0
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 2.04%
$85.55 - $94.34 $85.6 - $94.3
50 $4K
T Rowe
10
+ 19.23%
N/A
62 $0
Jpmorgan Hedged
595
+ 1.76%
N/A
34.3K $0
KHC
Kraft Heinz CO

Consumer Defensive
16
+ 48.48%
$28.51 - $32.22 $456 - $516
49 $1K
Fidelity Enhanced
78K
+ 39389.9%
N/A
78.2K $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
7
+ 1.77%
$9.47 - $11.46 $66.3 - $80.2
403 $4K
Orchid Island
1
+ 1.54%
N/A
66 $0
Capital Group
1.05K
+ 3.99%
N/A
27.3K $0
NBCM
Neuberger Berman ETF Tr Commod
3.82K
+ 3.31%
N/A
119K $0
BHF
Brighthouse Financial, Inc.

Financial Services
6
+ 85.71%
$45.74 - $62.97 $274 - $378
13 $0
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
1
+ 0.17%
$15.34 - $18.99 $15.3 - $19
578 $9K
NTLA
Intellia Therapeutics, Inc.

Healthcare
5
+ 1.05%
$7.11 - $12.8 $35.6 - $64
480 $3K
DHR
Danaher Corp

Healthcare
1
+ 0.8%
$201.62 - $250.59 $202 - $251
126 $25K
IVW
Ishares S&P 500 Growth ETF

ETFs
44
+ 6.2%
$92.45 - $106.69 $4.07K - $4.69K
754 $69K
ET
Energy Transfer LP

Energy
90
+ 0.86%
$17.26 - $21.08 $1.55K - $1.9K
10.5K $196K
Activity Summary
Buys All Purchases 151 New Holdings 37 Increased Positions 114 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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