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CIK: 0001827261
Total reported value
$1.0B
$1.0B
499 檔
16.6%
As reported in its official Q2 2024 Form 13F filing, IAG Wealth Partners, LLC's tracked investment portfolio stood at $1.0B with 499 total positions.
During Q2 2024, IAG Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPDW, DLN) accounted for 16.6% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 499 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 | 9.27% | +0.06% | -2.34% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 7.69% | +0.13% | +2.81% | |
| 3 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 5.99% | -0.14% | +5.04% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 5.68% | -0.04% | -0.04% | |
| 5 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 4.98% | -0.39% | +3.40% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.79% | -0.04% | -0.55% | |
| 7 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 4.59% | -0.31% | -0.88% | |
| 8 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.76% | +0.05% | -1.05% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.47% | +0.17% | -6.89% | |
| 10 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 3.28% | -0.03% | — | |
| 11 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 3.02% | -0.30% | +4.06% | |
| 12 | HAP | Vaneck Natural Resources ETF | ETF-Other | 2.75% | -0.45% | -4.19% | |
| 13 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.45% | -0.08% | -2.75% | |
| 14 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 2.25% | +0.17% | +3.77% | |
| 15 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.08% | -0.19% | +5.72% | |
| 16 | AVDE | Avantis International Equity | ETF-Other | 2.03% | +0.19% | +17.56% | |
| 17 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.97% | — | -1.05% | |
| 18 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 1.85% | -0.08% | +290.23% | |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.69% | -0.03% | +5.98% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.45% | -0.02% | -3.65% | |
| 21 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.41% | +0.02% | -2.21% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.34% | +0.11% | -9.20% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.24% | -0.03% | +10.77% | |
| 24 | GUNR | Flexshares Global Upstream N | ETF-Other | 1.21% | -0.18% | +21.13% | |
| 25 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.08% | +0.01% | -0.54% | |
| 26 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.92% | -0.06% | -5.59% | |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.90% | -0.04% | -2.58% | |
| 28 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.87% | — | -0.50% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.84% | -0.03% | +0.34% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.81% | +0.05% | +7.71% | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.75% | +0.06% | +5.33% | |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.72% | -0.09% | +19.01% | |
| 33 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-Other | 0.66% | — | +3.41% | |
| 34 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.64% | +0.03% | +6.18% | |
| 35 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 0.51% | +0.01% | -3.28% | |
| 36 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 0.39% | — | -2.09% | |
| 37 | BBSC | Jpmorgan Betabuilders US Sc | ETF-Other | 0.39% | +0.05% | +3.08% | |
| 38 | DFIS | Dimensional International Sm | ETF-Other | 0.38% | +0.01% | +15.19% | |
| 39 | NBCM | Neuberger Commodity Strategy | ETF-Commodities | 0.37% | -0.12% | +13.64% | |
| 40 | CSB | Victoryshares US Small Cap H | ETF-Small Cap | 0.36% | -0.02% | +9.20% | |
| 41 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.34% | -0.01% | -6.76% | |
| 42 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-Other | 0.32% | -0.02% | -7.05% | |
| 43 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.29% | — | -1.67% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.28% | -0.01% | +1.33% | |
| 45 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.28% | -0.17% | +13.57% | |
| 46 | PBUS | Invesco Msci USA ETF | ETF-Other | 0.27% | -0.01% | -14.88% | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.27% | — | -3.41% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.26% | +0.01% | +10.97% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | — | -3.52% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.25% | — | — |
According to official SEC Form 13F filings, IAG Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.0B across 499 disclosed positions in Q2 2024.
During Q2 2024, IAG Wealth Partners, LLC's top holdings by market value included SPYM (9.3%)、SPDW (7.7%)、DLN (6.0%). The largest single position, SPYM, represented 9.3% of total portfolio value.
In Q2 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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