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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$0 0.0% of portfolio
4
Q1 2025 New
$0
$4,000 0.0% of portfolio
50
Q1 2025 Added 2.04%
$0
$9,000 0.0% of portfolio
123
Q1 2025 Added 4.24%
$32.7B
$5,000 0.0% of portfolio
67
Q2 2024 New
$25.7B
$1,000 0.0% of portfolio
109
Q4 2024 Added 6.86%
$49.1B
$26,000 0.0% of portfolio
127
Q4 2021 Added 370.37%
$19.7B
$4,000 0.0% of portfolio
403
Q1 2025 Added 1.77%
$5.38B
$11,000 0.0% of portfolio
57
Q2 2024 Reduced 25.0%
$0
$1,000 0.0% of portfolio
78
Q1 2025 Reduced 92.97%
$0
$2,000 0.0% of portfolio
138
Q1 2025 Reduced 96.91%
$5.58B
$8,000 0.0% of portfolio
50
Q1 2022 Reduced 16.67%
$42.4B
$12,000 0.0% of portfolio
93
Q4 2024 Reduced 48.9%
$0
$10,000 0.0% of portfolio
235
Q1 2025 Reduced 4.47%
$0
$1,000 0.0% of portfolio
28
Q4 2019 New
$0
$15,000 0.0% of portfolio
180
Q1 2025 Reduced 85.25%
-
$0 0.0% of portfolio
-
Q4 2023 Reduced 17.68%
$0
$8,000 0.0% of portfolio
50
Q3 2023 Reduced 35.06%
$0
$3,000 0.0% of portfolio
61
Q1 2025 Reduced 51.2%
$0
$9,000 0.0% of portfolio
125
Q1 2025 Added 2.46%
$0
$9,000 0.0% of portfolio
140
Q1 2025 Added 2.19%
$59.1B
$26,000 0.0% of portfolio
45
Q4 2019 New
$2.5B
$0 0.0% of portfolio
16
Q1 2025 Reduced 90.86%
$88.3B
$5,000 0.0% of portfolio
78
Q1 2025 Reduced 66.81%
Cybin Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
$136B
$25,000 0.0% of portfolio
126
Q1 2025 Added 0.8%
$22B
$1,000 0.0% of portfolio
19
Q3 2021 New
$26.2B
$12,000 0.0% of portfolio
287
Q3 2024 Reduced 25.84%
$62.4B
$3,000 0.0% of portfolio
30
Q1 2024 Reduced 50.0%
$0
$9,000 0.0% of portfolio
189
Q2 2022 New
$0
$18,000 0.0% of portfolio
456
Q2 2022 New
Direxion Daily
-
$0 0.0% of portfolio
-
Q1 2025 New
$12.2B
$6,000 0.0% of portfolio
20
Q2 2024 New
$44.9B
$3,000 0.0% of portfolio
36
Q1 2024 Reduced 73.53%
$1.34B
$5,000 0.0% of portfolio
100
Q4 2024 New
$3.91B
$11,000 0.0% of portfolio
102
Q2 2024 New
$122B
$1,000 0.0% of portfolio
19
Q1 2025 Added 375.0%
$0
$9,000 0.0% of portfolio
100
Q4 2023 New
$30.1B
$4,000 0.0% of portfolio
25
Q1 2022 Reduced 50.0%
$67.6B
$3,000 0.0% of portfolio
16
Q4 2024 Added 60.0%
$35.1B
$1,000 0.0% of portfolio
24
Q3 2024 New
$405M
$0 0.0% of portfolio
3
Q1 2025 New
$5.59B
$10,000 0.0% of portfolio
100
Q4 2024 Reduced 98.18%
$43.6B
$6,000 0.0% of portfolio
40
Q1 2024 Reduced 46.67%
$22.6B
$5,000 0.0% of portfolio
30
Q4 2024 New
Fidelity Enhanced
-
$0 0.0% of portfolio
-
Q1 2025 Added 39,389.9%
$23.4B
$0 0.0% of portfolio
13
Q1 2025 New
$1.71B
$5,000 0.0% of portfolio
765
Q3 2020 New
$0
$12,000 0.0% of portfolio
420
Q3 2023 Reduced 71.03%
$0
$15,000 0.0% of portfolio
89
Q3 2024 Reduced 51.63%

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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