IAG Wealth Partners, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    waukesha, WI
  • CIK
    0001827261
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

507

$566.92M
KRE, SPDW, DLN, GSLC
13F-HR
Feb 10, 2025
000110465925010787

490

$540.98M
KRE, SPDW, DLN, GSLC
13F-HR
Oct 29, 2024
000110465924112166

499

$497.64M
KRE, SPDW, DLN, GSLC
13F-HR
Jul 16, 2024
000110465924080169

452

$465.61M
KRE, SPDW, DLN, GSLC
13F-HR
Apr 24, 2024
000110465924051059

435

$438.27M
SPDW, KRE, GSLC, DLN
13F-HR
Feb 2, 2024
000110465924010083

448

$358.68M
KRE, SPDW, MMIT, DLN
13F-HR
Oct 24, 2023
000110465923111117

459

$378.40M
KRE, SPDW, GSLC, DLN
13F-HR
Aug 10, 2023
000110465923089809

451

$360.43M
KRE, SPDW, GSLC, DLN
13F-HR
Apr 25, 2023
000110465923049357

434

$339.44M
KRE, SPDW, GSLC, DLN
13F-HR
Feb 8, 2023
000110465923012470

450

$301.06M
KRE, SPDW, GSLC, DLN
13F-HR
Oct 26, 2022
000110465922111559

452

$305.60M
KRE, SPDW, GSLC, IVV
13F-HR
Aug 3, 2022
000110465922085628

451

$317.83M
SPDW, KRE, GSLC, IVV
13F-HR
May 4, 2022
000110465922055442

412

$311.91M
KRE, SPDW, IVV, GSLC
13F-HR
Feb 14, 2022
000110465922023273

391

$281.09M
KRE, SPDW, IVV, GSLC
13F-HR
Nov 4, 2021
000182726121000010

369

$278.63M
KRE, IVV, SPDW, GSLC
13F-HR
Aug 4, 2021
000182726121000009

372

$262.27M
IVV, KRE, SPDW, GSLC
13F-HR
Apr 29, 2021
000182726121000008

353

$244.86M
IVV, SPDW, KRE, GSLC
13F-HR
Feb 11, 2021
000182726121000002

352

$216.72M
IVV, SPDW, KRE, GSLC
13F-HR
Feb 11, 2021
000182726121000003

423

$206.31M
IVV, SPDW, KRE, SPDR SER TR
13F-HR
Feb 11, 2021
000182726121000004

421

$149.88M
IVV, SPDW, KRE, GSLC
13F-HR
Feb 11, 2021
000182726121000005

435

$153.12M
IVV, SPDW, GSLC, KRE
13F-HR
Feb 11, 2021
000182726121000006
Iag Wealth Partners, Llc 13F Filings