IAG Wealth Partners, LLC — Q1 2024 13F Holdings

Name: IAG Wealth Partners, LLC — 13F Holdings, Q1 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001827261

Total reported value

$895.9M

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Full holdings list this quarter

Showing top 200 holdings (of 452 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	9.75%	-0.32%	+0.56%
2	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	8.16%	+0.17%	-20.56%
3	DLN	Wisdomtree US Largecap Divid	ETF-Other	6.04%	—	+1.70%
4	GSLC	Goldman Activebeta US Lc ETF	ETF-Commodities	5.90%	-0.48%	-2.61%
5	MMIT	Nyli Mackay Muni Intrm ETF	ETF-Other	5.19%	-0.05%	+6.61%
6	DON	Wisdomtree US Midcap Dividen	ETF-Other	5.16%	-0.01%	+0.98%
7	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	4.95%	-0.25%	-4.98%
8	GSIE	Goldman Sachs Activebeta Int	ETF-Commodities	4.13%	+0.13%	-6.31%
9	VUG	Vanguard Growth ETF	ETF-Other	3.66%	-0.25%	-3.04%
10	HAP	Vaneck Natural Resources ETF	ETF-Other	3.12%	-0.23%	+12.19%
11	JMUB	Jpmorgan Municipal ETF	ETF-Other	3.12%	-0.04%	+0.52%
12	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-Other	2.60%	-0.16%	-3.52%
13	IMCG	Ishares Morningstar Mid-cap	ETF-Other	2.42%	-0.05%	+4.55%
14	CWI	State Street Spdr Msci Acwi	ETF-Other	2.13%	+0.01%	-1.23%
15	PULS	Pgim Ultra Short Bond ETF	ETF-Other	2.10%	-0.26%	+33.78%
16	AVDE	Avantis International Equity	ETF-Other	1.89%	+0.41%	+18.98%
17	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-Other	1.78%	—	+7.08%
18	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.61%	-0.06%	-6.34%
19	SPHQ	Invesco S&p 500 Quality ETF	ETF-Large Cap & Growth	1.46%	-0.06%	-2.80%
20	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	1.44%	-0.14%	-4.93%
21	JHMM	John Hancock Multi Fact Mid	ETF-Other	1.21%	—	+0.84%
22	DGRW	Wisdomtree U.s. Quality Divi	ETF-Other	1.17%	—	+8.16%
23	GUNR	Flexshares Global Upstream N	ETF-Other	1.09%	+0.17%	+14.16%
24	RODM	Hartford Multifact Dev Mrkt	ETF-Other	1.06%	—	-1.45%
25	MDYV	Ss Spdr S&p 400 Mc Val ETF	ETF-Other	1.03%	—	-1.71%
26	GTO	Invesco Total Return Bond Et	ETF-Other	0.94%	—	+0.07%
27	SPYV	Ss Spdr P S&p 500 Value ETF	ETF-Large Cap & Growth	0.92%	—	-2.78%
28	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	0.84%	+0.02%	+9.24%
29	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	0.72%	+0.02%	+9.27%
30	OMFS	Invesco Rsl 2000 Dyn Mltfctr	ETF-Other	0.71%	—	+13.27%
31	ISCG	Ishares Morningstar Small-ca	ETF-Other	0.66%	—	+4.68%
32	SPAB	Ss Spdr P Agg Bond ETF	ETF-Other	0.65%	—	+4.69%
33	JSMD	Janus Small Mid Cap Gr Alp	ETF-Other	0.59%	—	-2.58%
34	HTAB	Hartford Schroders Tax Aware	ETF-Other	0.51%	—	—
35	SMLV	Ss Spdr US Sc Low Vol Idx	ETF-Other	0.43%	—	-5.06%
36	BBSC	Jpmorgan Betabuilders US Sc	ETF-Other	0.41%	+0.02%	-8.25%
37	MDYG	Ss Spdr S&p 400 Mc Gr ETF	ETF-Other	0.40%	—	-6.10%
38	NUMG	Nuveen Esg Mid-cap Grow ETF	ETF-Other	0.39%	—	-13.40%
39	CSB	Victoryshares US Small Cap H	ETF-Small Cap	0.37%	+0.02%	+10.21%
40	DFIS	Dimensional International Sm	ETF-Other	0.36%	+0.01%	+12.29%
41	NBCM	Neuberger Commodity Strategy	ETF-Commodities	0.35%	—	+3889.01%
42	PBUS	Invesco Msci USA ETF	ETF-Other	0.33%	—	-6.90%
43	DES	Wisdomtree US Smallcap Divid	ETF-Other	0.33%	—	-0.32%
44	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.31%	—	-10.53%
45	AVDV	Avantis Intl S/c Value ETF	ETF-Other	0.28%	—	-2.48%
46	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.27%	—	—
47	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.27%	—	-1.22%
48	SJNK	Ss Spdr Bb St Hi Yield ETF	ETF-Other	0.26%	—	+12.70%
49	AAPL	Apple INC	Stock-Tech	0.24%	—	+5.43%
50	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.24%	—	+19.22%

1–50 of 200