Iag Wealth Partners, LLC Reduced Holdings in Q4 2024

Iag Wealth Partners, LLC

  • $544 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-116
- 24.22%
$124.26 - $134.12 $14.4K - $15.6K
363 $46K
VEA
Vanguard Ftse Developed Market

ETFs
-24
- 0.92%
$47.57 - $52.44 $1.14K - $1.26K
2.57K $123K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-105
- 51.22%
$124.61 - $133.96 $13.1K - $14.1K
100 $12K
VGT
Vanguard Information Technolog

ETFs
-29
- 19.08%
$571.78 - $647.97 $16.6K - $18.8K
123 $76K
VB
Vanguard Small Cap ETF

ETFs
-76
- 4.33%
$233.76 - $261.58 $17.8K - $19.9K
1.68K $403K
VLO
Valero Energy Corp

Energy
-89
- 48.9%
$118.59 - $144.02 $10.6K - $12.8K
93 $11K
VO
Vanguard Mid Cap ETF

ETFs
-43
- 87.76%
$261.5 - $284.63 $11.2K - $12.2K
6 $1K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-105
- 5.35%
$118.0 - $127.04 $12.4K - $13.3K
1.86K $225K
TJX
Tjx Companies Inc

Consumer Cyclical
-100
- 14.97%
$112.15 - $127.2 $11.2K - $12.7K
568 $68K
APA
Apa Corp

Energy
-400
- 71.43%
$20.47 - $27.07 $8.19K - $10.8K
160 $3K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-11
- 0.52%
$44.04 - $49.49 $484 - $544
2.09K $91K
PPG
Ppg Industries Inc

Basic Materials
-40
- 15.56%
$119.09 - $131.37 $4.76K - $5.25K
217 $25K
MO
Altria Group, Inc.

Consumer Defensive
-187
- 22.21%
$49.06 - $57.74 $9.17K - $10.8K
655 $34K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-88
- 63.77%
$59.25 - $72.99 $5.21K - $6.42K
50 $2K
DHR
Danaher Corp

Healthcare
-4
- 3.1%
$226.16 - $274.52 $905 - $1.1K
125 $28K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-10
- 3.14%
$82.28 - $117.52 $823 - $1.18K
308 $26K
C
Citigroup Inc

Financial Services
-100
- 96.15%
$61.31 - $72.5 $6.13K - $7.25K
4 $0
NUSC
Nuveen Esg Small Cap ETF

ETFs
-105
- 5.17%
$41.74 - $46.2 $4.38K - $4.85K
1.93K $80K
KSS
Kohls Corp

Consumer Cyclical
-140
- 35.0%
$13.86 - $20.95 $1.94K - $2.93K
260 $3K
FIS
Fidelity National Information Services, Inc.

Technology
-10
- 0.93%
$80.14 - $90.95 $801 - $910
1.07K $86K
CCL
Carnival Corp

Consumer Cyclical
-500
- 35.21%
$17.34 - $26.8 $8.67K - $13.4K
920 $22K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-75
- 22.94%
$51.94 - $55.55 $3.9K - $4.17K
252 $13K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-14
- 2.2%
$176.42 - $186.91 $2.47K - $2.62K
623 $110K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-48
- 0.6%
$61.68 - $67.87 $2.96K - $3.26K
7.99K $497K
VBR
Vanguard Small Cap Value ETF

ETFs
-10
- 3.92%
$197.36 - $217.3 $1.97K - $2.17K
245 $48K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
-108
- 2.11%
$93.27 - $105.01 $10.1K - $11.3K
5.02K $482K
SPY
Spdr S&P 500 ETF Trust

ETFs
-15
- 2.58%
$567.81 - $607.81 $8.52K - $9.12K
566 $331K
IYE
Ishares Tr

ETFs
-45
- 25.0%
$43.93 - $51.37 $1.98K - $2.31K
135 $6K
KHC
Kraft Heinz CO

Consumer Defensive
-13
- 28.26%
$30.1 - $36.02 $391 - $468
33 $1K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-22
- 5.26%
$7.33 - $12.37 $161 - $272
396 $4K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-67
- 4.42%
$481.22 - $538.17 $32.2K - $36.1K
1.45K $741K
T
At&T Inc.

Communication Services
-88
- 1.44%
$21.22 - $23.88 $1.87K - $2.1K
6.02K $137K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-946
- 2.51%
$71.55 - $82.8 $67.7K - $78.3K
36.7K $2.75M
TSLA
Tesla, Inc.

Consumer Cyclical
-45
- 14.24%
$213.65 - $479.86 $9.61K - $21.6K
271 $109K
ISCG
Ishares Morningstar Small Cap

ETFs
-150
- 0.21%
$48.22 - $54.03 $7.23K - $8.1K
71.4K $3.53M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3
- 0.23%
$370.24 - $418.94 $1.11K - $1.26K
1.3K $520K
AMZN
Amazon Com Inc

Consumer Cyclical
-65
- 3.76%
$180.88 - $232.93 $11.8K - $15.1K
1.67K $365K
SPYG
Spdr Portfolio

ETFs
-1.49K
- 1.94%
$81.74 - $91.38 $121K - $136K
75.1K $6.6M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-302
- 0.18%
$72.18 - $81.41 $21.8K - $24.6K
171K $12.9M
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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