IAG Wealth Partners, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationwaukesha, WI
- CIK0001827261
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
500 | $643.37 M | JBND, KRE, DLN, AVIV | 13F-HR | Apr 16, 2025 | 000110465925035534 | ||
507 | $566.92 M | KRE, SPDW, DLN, GSLC | 13F-HR | Feb 10, 2025 | 000110465925010787 | ||
490 | $540.98 M | KRE, SPDW, DLN, GSLC | 13F-HR | Oct 29, 2024 | 000110465924112166 | ||
499 | $497.64 M | KRE, SPDW, DLN, GSLC | 13F-HR | Jul 16, 2024 | 000110465924080169 | ||
452 | $465.61 M | KRE, SPDW, DLN, GSLC | 13F-HR | Apr 24, 2024 | 000110465924051059 | ||
435 | $438.27 M | SPDW, KRE, GSLC, DLN | 13F-HR | Feb 2, 2024 | 000110465924010083 | ||
448 | $358.68 M | KRE, SPDW, MMIT, DLN | 13F-HR | Oct 24, 2023 | 000110465923111117 | ||
459 | $378.40 M | KRE, SPDW, GSLC, DLN | 13F-HR | Aug 10, 2023 | 000110465923089809 | ||
451 | $360.43 M | KRE, SPDW, GSLC, DLN | 13F-HR | Apr 25, 2023 | 000110465923049357 | ||
434 | $339.44 M | KRE, SPDW, GSLC, DLN | 13F-HR | Feb 8, 2023 | 000110465923012470 | ||
450 | $301.06 M | KRE, SPDW, GSLC, DLN | 13F-HR | Oct 26, 2022 | 000110465922111559 | ||
452 | $305.60 M | KRE, SPDW, GSLC, IVV | 13F-HR | Aug 3, 2022 | 000110465922085628 | ||
451 | $317.83 M | SPDW, KRE, GSLC, IVV | 13F-HR | May 4, 2022 | 000110465922055442 | ||
412 | $311.91 M | KRE, SPDW, IVV, GSLC | 13F-HR | Feb 14, 2022 | 000110465922023273 | ||
391 | $281.09 M | KRE, SPDW, IVV, GSLC | 13F-HR | Nov 4, 2021 | 000182726121000010 | ||
369 | $278.63 M | KRE, IVV, SPDW, GSLC | 13F-HR | Aug 4, 2021 | 000182726121000009 | ||
372 | $262.27 M | IVV, KRE, SPDW, GSLC | 13F-HR | Apr 29, 2021 | 000182726121000008 | ||
353 | $244.86 M | IVV, SPDW, KRE, GSLC | 13F-HR | Feb 11, 2021 | 000182726121000002 | ||
352 | $216.72 M | IVV, SPDW, KRE, GSLC | 13F-HR | Feb 11, 2021 | 000182726121000003 | ||
423 | $206.31 M | IVV, SPDW, KRE, SPDR SER TR | 13F-HR | Feb 11, 2021 | 000182726121000004 | ||
421 | $149.88 M | IVV, SPDW, KRE, GSLC | 13F-HR | Feb 11, 2021 | 000182726121000005 | ||
435 | $153.12 M | IVV, SPDW, GSLC, KRE | 13F-HR | Feb 11, 2021 | 000182726121000006 |