Iag Wealth Partners, LLC Portfolio Holdings

Iag Wealth Partners, LLC

  • $570 Million
  • Q1 2025

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$674B
$2.54 Million 0.45% of portfolio
4,770
Q3 2024 Added 169.49%
$3.1T
$1.53 Million 0.27% of portfolio
6,872
Q1 2025 Reduced 0.06%
$410B
$1.23 Million 0.22% of portfolio
7,437
Q1 2025 Added 784.3%
$2.68T
$768,000 0.13% of portfolio
2,048
Q1 2025 Added 3.33%
$241B
$543,000 0.1% of portfolio
5,015
Q1 2025 Added 6.93%
$331B
$430,000 0.08% of portfolio
3,078
Q1 2025 Added 1.89%
$1.7T
$394,000 0.07% of portfolio
2,075
Q1 2025 Added 24.62%
$424B
$354,000 0.06% of portfolio
375
Q1 2025 Added 0.54%
$355B
$364,000 0.06% of portfolio
995
Q1 2025 Reduced 0.5%
$777B
$359,000 0.06% of portfolio
435
Q1 2025 Reduced 1.14%
$672B
$288,000 0.05% of portfolio
1,175
Q4 2024 Added 9.81%
$301B
$239,000 0.04% of portfolio
1,145
Q1 2025 Reduced 1.72%
$262B
$235,000 0.04% of portfolio
1,410
Q1 2025 Reduced 14.18%
$315B
$255,000 0.04% of portfolio
3,572
Q1 2025 Added 194.72%
$439B
$157,000 0.03% of portfolio
1,326
Q4 2024 Added 149.72%
$227B
$170,000 0.03% of portfolio
545
Q1 2025 Added 37.97%
$912B
$158,000 0.03% of portfolio
1,012
Q1 2025 Added 65.36%
$718B
$100,000 0.02% of portfolio
388
Q1 2025 Added 43.17%
$1.12T
$128,000 0.02% of portfolio
223
Q2 2024 Added 24.58%
$223B
$90,000 0.02% of portfolio
1,463
Q4 2024 Added 71.11%
$393B
$79,000 0.01% of portfolio
468
Q4 2024 Added 152.97%
$440B
$76,000 0.01% of portfolio
82
Q1 2025 Added 2.5%
$236B
$40,000 0.01% of portfolio
150
Q2 2024 Added 15.38%
$398B
$41,000 0.01% of portfolio
80
Q1 2025 New
$251B
$62,000 0.01% of portfolio
712
Q1 2025 Reduced 12.32%
$905B
$46,000 0.01% of portfolio
300
Q1 2025 Reduced 11.76%
$292B
$68,000 0.01% of portfolio
515
Q1 2025 Added 67.21%
$227B
$59,000 0.01% of portfolio
446
Q4 2024 Added 20.22%
$251B
$9,000 0.0% of portfolio
60
Q4 2024 Reduced 70.0%
$767B
$17,000 0.0% of portfolio
103
Q4 2024 New
$296B
$5,000 0.0% of portfolio
133
Q4 2024 New
$248B
$6,000 0.0% of portfolio
10
Q4 2021 Added 400.0%
$486B
$5,000 0.0% of portfolio
10
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 500
  • Current Value $570 Million
  • Prior Value $544 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 37 stocks
  • Additional Purchases 114 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
Track This Portfolio

Track Iag Wealth Partners, LLC Portfolio

Follow Iag Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email