Filer Name: IAG WEALTH PARTNERS, LLC
CIK: 1827261
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 507
Portfolio Value: $0.57B

Iag Wealth Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPLG US SPDR PORTFOLIO S&P 500 ETF 755,471 $52M 9.19% 5.0% -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 1,203,375 $41M 7.24% 7.4% -
DLN US WISDOMTREE US LARGECAP DIVID 412,385 $32M 5.66% -1.4% -
GSLC US GOLDMAN ACTIVEBETA US LC ETF 270,170 $31M 5.49% 2.1% -
MMIT US NYLI MACKAY MUNI INT ETF-USD 1,110,681 $27M 4.70% 4.8% -
DON US WISDOMTREE US MIDCAP DIVIDEN 479,156 $24M 4.31% -2.2% -
IVV US ISHARES CORE S&P 500 ETF 41,352 $24M 4.29% -2.8% -
GSIE US GOLDMAN SACHS ACTIVEBETA INT 573,481 $19M 3.37% 4.3% -
VUG US VANGUARD GROWTH ETF 46,045 $19M 3.33% 6.7% -
PWV US INVESCO LARGE CAP VALUE ETF 283,338 $16M 2.84% -6.4% -
JBND US JPMORGAN ACTIVE BOND ETF 296,296 $15M 2.73% 55910.6% -
JMUB US JPMORGAN MUNICIPAL ETF 295,309 $15M 2.61% -0.3% -
HAP US VANECK NATURAL RESOURCES ETF 314,902 $14M 2.53% 10.3% -
HTAB US HARTFORD SCHRODERS TAX AWARE 735,334 $14M 2.51% 22.7% -
PULS US PGIM ULTRA SHORT BOND ETF 278,641 $14M 2.44% 25.8% -
IMCG US ISHARES MORNINGSTAR MID-CAP 170,503 $13M 2.27% -0.2% -
SPTM US SPDR PORTFOLIO S&P 1500 COMP 166,176 $12M 2.09% -4.5% -
AVDE US AVANTIS INTERNATIONAL EQUITY 191,968 $12M 2.08% 8.8% -
SPMD US SPDR PORTFOLIO S&P 400 MID C 182,901 $10M 1.76% 2.3% -
CWI US SPDR MSCI ACWI EX-US 333,068 $9M 1.64% -2.1% -
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