Iag Wealth Partners, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $570 Million distributed in 500 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $51.8M, Wisdomtree Tr U.S Largecap Div with a value of $32.6M, American Centy ETF Tr Avantis with a value of $30.8M, Goldman Sachs ETF Tr Activebet with a value of $30.6M, and Indexiq Active ETF Tr Iq Macka with a value of $26.1M.
Examining the 13F form we can see an increase of $26.4M in the current position value, from $544M to 570M.
Below you can find more details about Iag Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$570 Million
ETFs: $519 Million
Technology: $3.91 Million
Financial Services: $3.62 Million
Healthcare: $2.77 Million
Industrials: $1.73 Million
Utilities: $1.49 Million
Consumer Cyclical: $1.43 Million
Consumer Defensive: $1.15 Million
Other: $2.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
