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
$687B
$2.54 Million 0.45% of portfolio
4,770
Q3 2024 Added 169.49%
$3.25T
$1.53 Million 0.27% of portfolio
6,872
Q1 2025 Reduced 0.06%
$404B
$1.23 Million 0.22% of portfolio
7,437
Q1 2025 Added 784.3%
$2.89T
$768,000 0.13% of portfolio
2,048
Q1 2025 Added 3.33%
$276B
$543,000 0.1% of portfolio
5,015
Q1 2025 Added 6.93%
$363B
$430,000 0.08% of portfolio
3,078
Q1 2025 Added 1.89%
$1.86T
$394,000 0.07% of portfolio
2,075
Q1 2025 Added 24.62%
$433B
$354,000 0.06% of portfolio
375
Q1 2025 Added 0.54%
$366B
$364,000 0.06% of portfolio
995
Q1 2025 Reduced 0.5%
$717B
$359,000 0.06% of portfolio
435
Q1 2025 Reduced 1.14%
$688B
$288,000 0.05% of portfolio
1,175
Q4 2024 Added 9.81%
$317B
$239,000 0.04% of portfolio
1,145
Q1 2025 Reduced 1.72%
$265B
$235,000 0.04% of portfolio
1,410
Q1 2025 Reduced 14.18%
$313B
$255,000 0.04% of portfolio
3,572
Q1 2025 Added 194.72%
$431B
$157,000 0.03% of portfolio
1,326
Q4 2024 Added 149.72%
$233B
$170,000 0.03% of portfolio
545
Q1 2025 Added 37.97%
$548B
$153,000 0.03% of portfolio
439
Q4 2024 Added 25.43%
$201B
$152,000 0.03% of portfolio
1,694
Q1 2025 Reduced 8.13%
$983B
$158,000 0.03% of portfolio
1,012
Q1 2025 Added 65.36%
$797B
$100,000 0.02% of portfolio
388
Q1 2025 Added 43.17%
$1.17T
$128,000 0.02% of portfolio
223
Q2 2024 Added 24.58%
$236B
$90,000 0.02% of portfolio
1,463
Q4 2024 Added 71.11%
$401B
$79,000 0.01% of portfolio
468
Q4 2024 Added 152.97%
$414B
$76,000 0.01% of portfolio
82
Q1 2025 Added 2.5%
$255B
$40,000 0.01% of portfolio
150
Q2 2024 Added 15.38%
$549B
$41,000 0.01% of portfolio
80
Q1 2025 New
$257B
$62,000 0.01% of portfolio
712
Q1 2025 Reduced 12.32%
$931B
$46,000 0.01% of portfolio
300
Q1 2025 Reduced 11.76%
$302B
$68,000 0.01% of portfolio
515
Q1 2025 Added 67.21%
$224B
$59,000 0.01% of portfolio
446
Q4 2024 Added 20.22%
$244B
$9,000 0.0% of portfolio
60
Q4 2024 Reduced 70.0%
$808B
$17,000 0.0% of portfolio
103
Q4 2024 New
$294B
$5,000 0.0% of portfolio
133
Q4 2024 New
$267B
$6,000 0.0% of portfolio
10
Q4 2021 Added 400.0%
$489B
$5,000 0.0% of portfolio
10
Q4 2024 New
$203B
$20,000 0.0% of portfolio
103
Q4 2024 Added 30.38%

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
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