IAG Wealth Partners, LLC

Q4 2024 13F Holdings

  • Location
    waukesha, WI
  • Num holdings

    507

  • Value ($000)

    $566,917

  • Date Filed
    02/10/2025
  • Form type
    13F-HR
  • CIK
    0001827261
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR PORTFOLIO

MF CLOSED AND MF OPEN
78464A854
$52.08M
9 %

755,471

SPDW
SPDW

SPDR PORTFOLIO

MF CLOSED AND MF OPEN
78463X889
$41.07M
7 %

1,203,375

DLN
DLN

WISDOMTREE U S

MF CLOSED AND MF OPEN
97717W307
$32.08M
6 %

412,385

GSLC
GSLC

GOLDMAN SACHS

MF CLOSED AND MF OPEN
381430503
$31.12M
6 %

270,170

MMIT
MMIT

NEW YORK LIFE

MF CLOSED AND MF OPEN
45409F827
$26.67M
5 %

1,110,681

DON
DON

WISDOMTREE U S

MF CLOSED AND MF OPEN
97717W505
$24.42M
4 %

479,156

IVV
IVV

ISHARES CORE

MF CLOSED AND MF OPEN
464287200
$24.34M
4 %

41,352

GSIE
GSIE

GOLDMAN SACHS

MF CLOSED AND MF OPEN
381430107
$19.12M
3 %

573,481

VUG
VUG

VANGUARD GROWTH

MF CLOSED AND MF OPEN
922908736
$18.90M
3 %

46,045

PWV
PWV

INVESCO LARGE

MF CLOSED AND MF OPEN
46137V738
$16.12M
3 %

283,338

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