Iag Wealth Partners, LLC New Holdings in Q4 2024

Iag Wealth Partners, LLC

  • $544 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAE
Dimensional ETF Tr

ETFs
159K
New
$25.36 - $28.15 $4.03M - $4.47M
159K $4.03M
VNLA
Janus Henderson Short Duration

ETFs
2.45K
New
$48.82 - $49.11 $120K - $121K
2.45K $120K
AVIV
American Centy ETF Tr Avantis
1.57K
New
$51.24 - $55.81 $80.2K - $87.4K
1.57K $81K
NFG
National Fuel Gas CO

Energy
750
New
$58.89 - $64.23 $44.2K - $48.2K
750 $45K
FDX
Fedex Corp

Industrials
152
New
$260.5 - $305.15 $39.6K - $46.4K
152 $42K
DUK
Duke Energy Corp

Utilities
374
New
$105.76 - $120.76 $39.6K - $45.2K
374 $40K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
972
New
$40.34 - $40.62 $39.2K - $39.5K
972 $39K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
784
New
$50.0 - $50.27 $39.2K - $39.4K
784 $39K
SOFI
So Fi Technologies, Inc.

Financial Services
2.48K
New
$7.63 - $16.88 $18.9K - $41.8K
2.48K $38K
STLD
Steel Dynamics Inc

Basic Materials
343
New
N/A
343 $33K
MS
Morgan Stanley

Financial Services
219
New
$104.42 - $134.99 $22.9K - $29.6K
219 $27K
MSTR
Microstrategy Inc

Technology
87
New
$162.69 - $473.83 $14.2K - $41.2K
87 $25K
GLDM
World Gold Trust

ETFs
425
New
$50.76 - $55.23 $21.6K - $23.5K
425 $22K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
262
New
$79.93 - $88.06 $20.9K - $23.1K
262 $20K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
103
New
$172.07 - $207.36 $17.7K - $21.4K
103 $20K
WMB
Williams Companies, Inc.

Energy
321
New
$46.37 - $59.74 $14.9K - $19.2K
321 $17K
EMR
Emerson Electric CO

Industrials
125
New
$108.13 - $134.33 $13.5K - $16.8K
125 $15K
WYNN
Wynn Resorts LTD

Consumer Cyclical
175
New
$84.3 - $106.41 $14.8K - $18.6K
175 $15K
BKR
Baker Hughes CO

Energy
325
New
$35.98 - $44.88 $11.7K - $14.6K
325 $13K
PLTR
Palantir Technologies Inc.

Technology
168
New
$36.46 - $82.38 $6.13K - $13.8K
168 $12K
IWR
Ishares Russell Mid Cap ETF

ETFs
126
New
$87.25 - $95.52 $11K - $12K
126 $11K
O
Realty Income Corp

Real Estate
218
New
$51.76 - $64.71 $11.3K - $14.1K
218 $11K
PKB
Invesco Exchange Traded Fd Tr

ETFs
127
New
$75.72 - $88.37 $9.62K - $11.2K
127 $9K
HNST
Honest Company, Inc.

Consumer Cyclical
1.3K
New
$3.36 - $8.57 $4.37K - $11.1K
1.3K $9K
NOW
Service Now, Inc.

Technology
9
New
$867.18 - $1148.42 $7.8K - $10.3K
9 $9K
CCJ
Cameco Corp

Energy
184
New
$48.64 - $61.14 $8.95K - $11.2K
184 $9K
EL
Estee Lauder Companies Inc

Consumer Defensive
127
New
$62.74 - $97.24 $7.97K - $12.3K
127 $9K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
175
New
$38.7 - $51.36 $6.77K - $8.99K
175 $8K
ITW
Illinois Tool Works Inc

Industrials
29
New
$253.56 - $278.5 $7.35K - $8.08K
29 $7K
CELH
Celsius Holdings, Inc.

Consumer Defensive
275
New
$25.66 - $34.91 $7.06K - $9.6K
275 $7K
CGGR
Capital Group Growth ETF Shs C

ETFs
211
New
$34.49 - $39.24 $7.28K - $8.28K
211 $7K
HII
Huntington Ingalls Industries, Inc.

Industrials
36
New
$184.96 - $264.65 $6.66K - $9.53K
36 $6K
ZM
Zoom Video Communications, Inc.

Technology
80
New
$67.21 - $89.03 $5.38K - $7.12K
80 $6K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
17
New
$260.53 - $404.79 $4.43K - $6.88K
17 $6K
BNDX
Vanguard Total International B

ETFs
130
New
$48.91 - $50.61 $6.36K - $6.58K
130 $6K
KMI
Kinder Morgan, Inc.

Energy
245
New
$22.59 - $28.54 $5.53K - $6.99K
245 $6K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
100
New
$55.73 - $66.16 $5.57K - $6.62K
100 $6K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
126
New
$54.15 - $58.81 $6.82K - $7.41K
126 $6K
MA
Mastercard Inc

Financial Services
10
New
$491.3 - $536.15 $4.91K - $5.36K
10 $5K
DOV
Dover Corp

Industrials
30
New
$184.72 - $206.51 $5.54K - $6.2K
30 $5K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
86
New
$58.88 - $64.8 $5.06K - $5.57K
86 $5K
BAC
Bank Of America Corp

Financial Services
133
New
$39.22 - $47.77 $5.22K - $6.35K
133 $5K
NTLA
Intellia Therapeutics, Inc.

Healthcare
475
New
$11.41 - $21.09 $5.42K - $10K
475 $5K
JOBY
Joby Aviation, Inc.

Industrials
600
New
$4.8 - $9.16 $2.88K - $5.5K
600 $4K
VGIT
Vanguard Intermediate Term Tre

ETFs
52
New
$57.78 - $60.4 $3K - $3.14K
52 $3K
EFV
Msci Eafe Value ETF

ETFs
67
New
$51.78 - $57.15 $3.47K - $3.83K
67 $3K
CNP
Centerpoint Energy Inc

Utilities
64
New
$28.58 - $32.66 $1.83K - $2.09K
64 $2K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
52
New
$20.55 - $23.26 $1.07K - $1.21K
52 $1K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
19
New
$72.67 - $99.25 $1.38K - $1.89K
19 $1K
Activity Summary
Buys All Purchases 165 New Holdings 61 Increased Positions 104 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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