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CIK: 0001827261
Total reported value
$1.0B
$1.0B
452 檔
16.2%
In Q1 2024, IAG Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $1.0B, distributed across 452 disclosed stock positions.
During Q1 2024, IAG Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 452 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.75% | +0.06% | +0.56% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 8.16% | +0.13% | -20.56% | |
| 3 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 6.04% | -0.14% | +1.70% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 5.90% | -0.04% | -2.61% | |
| 5 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 5.19% | -0.39% | +6.61% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 5.16% | -0.31% | +0.98% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.95% | -0.04% | -4.98% | |
| 8 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 4.13% | +0.05% | -6.31% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.66% | +0.17% | -3.04% | |
| 10 | HAP | Vaneck Natural Resources ETF | ETF-Other | 3.12% | -0.45% | +12.19% | |
| 11 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 3.12% | -0.30% | +0.52% | |
| 12 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.60% | -0.08% | -3.52% | |
| 13 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 2.42% | +0.17% | +4.55% | |
| 14 | CWI | State Street Spdr Msci Acwi | ETF-Other | 2.13% | — | -1.23% | |
| 15 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.10% | -0.19% | +33.78% | |
| 16 | AVDE | Avantis International Equity | ETF-Other | 1.89% | +0.19% | +18.98% | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.78% | -0.03% | +7.08% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.61% | -0.02% | -6.34% | |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.46% | +0.02% | -2.80% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.44% | +0.11% | -4.93% | |
| 21 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.21% | +0.01% | +0.84% | |
| 22 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.17% | -0.03% | +8.16% | |
| 23 | GUNR | Flexshares Global Upstream N | ETF-Other | 1.09% | -0.18% | +14.16% | |
| 24 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 1.06% | -0.06% | -1.45% | |
| 25 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.03% | -0.04% | -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% | -0.03% | -2.78% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.84% | +0.05% | +9.24% | |
| 29 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.72% | +0.06% | +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% | +0.03% | +4.68% | |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.65% | -0.09% | +4.69% | |
| 33 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 0.59% | +0.01% | -2.58% | |
| 34 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 0.51% | -0.08% | — | |
| 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% | +0.05% | -8.25% | |
| 37 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.40% | -0.01% | -6.10% | |
| 38 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-Other | 0.39% | -0.02% | -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% | -0.12% | +3889.01% | |
| 42 | PBUS | Invesco Msci USA ETF | ETF-Other | 0.33% | -0.01% | -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% | -0.02% | -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% | -0.17% | +12.70% | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.24% | -0.01% | +5.43% | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.24% | +0.01% | +19.22% |
According to official SEC Form 13F filings, IAG Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.0B across 452 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPDW, DLN) accounted for 16.2% of total reported equity market value during Q1 2024.
During Q1 2024, IAG Wealth Partners, LLC's top holdings by market value included SPYM (9.8%)、SPDW (8.2%)、DLN (6.0%). The largest single position, SPYM, represented 9.8% of total portfolio value.
In Q1 2024, IAG Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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