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CIK: 0001827261
Total reported value
$1.0B
$1.0B
490 檔
17.8%
At the close of Q3 2024, IAG Wealth Partners, LLC disclosed equity holdings valued at approximately $1.0B, spread across 490 reported holdings.
In Q3 2024, IAG Wealth Partners, LLC displayed an active expansion posture, initiating 2 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 490 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 | 8.98% | +0.06% | -0.21% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 7.78% | +0.13% | +2.72% | |
| 3 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 6.08% | -0.14% | +2.19% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 5.53% | -0.04% | +0.08% | |
| 5 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 4.82% | -0.39% | +3.40% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 4.63% | -0.31% | +0.21% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.54% | -0.04% | -2.34% | |
| 8 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.68% | +0.05% | -1.01% | |
| 9 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 3.26% | -0.03% | +1.94% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 3.06% | +0.17% | -6.41% | |
| 11 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.81% | -0.30% | -0.60% | |
| 12 | HAP | Vaneck Natural Resources ETF | ETF-Other | 2.78% | -0.45% | +4.31% | |
| 13 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 2.30% | +0.17% | +3.21% | |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.25% | -0.08% | -5.26% | |
| 15 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 2.19% | -0.08% | +25.67% | |
| 16 | AVDE | Avantis International Equity | ETF-Other | 2.19% | +0.19% | +8.89% | |
| 17 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.04% | -0.19% | +6.50% | |
| 18 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.91% | — | -1.65% | |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.81% | -0.03% | +8.71% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.38% | -0.02% | -5.11% | |
| 21 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.33% | -0.03% | +9.50% | |
| 22 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.29% | +0.02% | -5.90% | |
| 23 | GUNR | Flexshares Global Upstream N | ETF-Other | 1.27% | -0.18% | +11.27% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.17% | +0.11% | -7.84% | |
| 25 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.09% | +0.01% | +0.97% | |
| 26 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.91% | — | +9.76% | |
| 27 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.90% | -0.06% | -3.90% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.90% | +0.05% | +9.79% | |
| 29 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.89% | -0.04% | -1.37% | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.83% | -0.03% | +0.05% | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.76% | +0.06% | +4.21% | |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.75% | -0.09% | +9.34% | |
| 33 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-Other | 0.68% | — | +2.14% | |
| 34 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.65% | +0.03% | +2.78% | |
| 35 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 0.50% | +0.01% | -0.73% | |
| 36 | EOG | Eog Resources Inc | Stock-Energy | 0.47% | — | +10071.57% | |
| 37 | DFIS | Dimensional International Sm | ETF-Other | 0.42% | +0.01% | +9.58% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.02% | +169.49% | |
| 39 | NBCM | Neuberger Commodity Strategy | ETF-Commodities | 0.40% | -0.12% | +16.95% | |
| 40 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 0.40% | — | -0.41% | |
| 41 | CSB | Victoryshares US Small Cap H | ETF-Small Cap | 0.40% | -0.02% | +8.88% | |
| 42 | BBSC | Jpmorgan Betabuilders US Sc | ETF-Other | 0.39% | +0.05% | -0.98% | |
| 43 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.36% | +0.02% | +66.25% | |
| 44 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.31% | -0.01% | -3.53% | |
| 45 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-Other | 0.30% | -0.02% | -2.58% | |
| 46 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.30% | +0.01% | +15.05% | |
| 47 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.29% | — | -0.88% | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.29% | -0.01% | +0.86% | |
| 49 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.28% | -0.17% | +8.01% | |
| 50 | PBUS | Invesco Msci USA ETF | ETF-Other | 0.26% | -0.01% | -3.79% |
According to official SEC Form 13F filings, IAG Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.0B across 490 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPDW, DLN) accounted for 17.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
CROX
市值: $796.5K
Top Position Liquidated / Trimmed
BRK-A
前期市值: $1.2M
During Q3 2024, IAG Wealth Partners, LLC's top holdings by market value included SPYM (9.0%)、SPDW (7.8%)、DLN (6.1%). The largest single position, SPYM, represented 9.0% of total portfolio value.
In Q3 2024, IAG Wealth Partners, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 33 positions, trimming 14 holdings, and fully liquidating 1 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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