13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001827261
Total reported value
$1.0B
$1.0B
507 檔
18.1%
In Q4 2024, IAG Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $1.0B, distributed across 507 disclosed stock positions.
IAG Wealth Partners, LLC executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 1 holdings and trimming 24 positions.
Showing top 200 holdings (of 507 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 | 9.19% | +0.06% | +5.04% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 7.24% | +0.13% | +7.45% | |
| 3 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 5.66% | -0.14% | -1.43% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 5.49% | -0.04% | +2.07% | |
| 5 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 4.70% | -0.39% | +4.79% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 4.31% | -0.31% | -2.17% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.29% | -0.04% | -2.82% | |
| 8 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.37% | +0.05% | +4.28% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.33% | +0.17% | +6.65% | |
| 10 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 2.84% | -0.03% | -6.37% | |
| 11 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 2.73% | -0.76% | +55910.59% | |
| 12 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.61% | -0.30% | -0.34% | |
| 13 | HAP | Vaneck Natural Resources ETF | ETF-Other | 2.53% | -0.45% | +10.34% | |
| 14 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 2.51% | -0.08% | +22.69% | |
| 15 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.44% | -0.19% | +25.81% | |
| 16 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 2.27% | +0.17% | -0.18% | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.09% | -0.08% | -4.52% | |
| 18 | AVDE | Avantis International Equity | ETF-Other | 2.08% | +0.19% | +8.75% | |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.76% | -0.03% | +2.32% | |
| 20 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.64% | — | -2.13% | |
| 21 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.38% | -0.03% | +12.08% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.23% | -0.02% | -5.27% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.16% | +0.11% | -1.94% | |
| 24 | GUNR | Flexshares Global Upstream N | ETF-Other | 1.16% | -0.18% | +8.24% | |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.14% | +0.02% | -7.16% | |
| 26 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.01% | +0.01% | -2.30% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.90% | -0.09% | +30.09% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.84% | +0.05% | -0.39% | |
| 29 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.83% | -0.04% | -3.22% | |
| 30 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.79% | — | -5.67% | |
| 31 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 0.79% | -0.06% | -1.73% | |
| 32 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.74% | +0.06% | +12.25% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.74% | -0.03% | -4.40% | |
| 34 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.71% | — | — | |
| 35 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-Other | 0.64% | — | -1.44% | |
| 36 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.62% | +0.03% | -0.21% | |
| 37 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 0.54% | +0.02% | +55.55% | |
| 38 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 0.49% | +0.01% | -2.51% | |
| 39 | NBCM | Neuberger Commodity Strategy | ETF-Commodities | 0.43% | -0.12% | +16.70% | |
| 40 | DFIS | Dimensional International Sm | ETF-Other | 0.41% | +0.01% | +11.12% | |
| 41 | CSB | Victoryshares US Small Cap H | ETF-Small Cap | 0.38% | -0.02% | +0.50% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.02% | — | |
| 43 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.37% | -0.04% | +420.73% | |
| 44 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 0.36% | — | -7.88% | |
| 45 | BBSC | Jpmorgan Betabuilders US Sc | ETF-Other | 0.35% | +0.05% | -6.96% | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.30% | -0.01% | +2.84% | |
| 47 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.30% | -0.01% | +153.52% | |
| 48 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.29% | -0.01% | -1.42% | |
| 49 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-Other | 0.28% | -0.02% | -9.41% | |
| 50 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.28% | +0.01% | +5.09% |
According to official SEC Form 13F filings, IAG Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.0B across 507 disclosed positions in Q4 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 18.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
DFAE
市值: $4.0M
Top Position Liquidated / Trimmed
OXY
前期市值: $206.2K
During Q4 2024, IAG Wealth Partners, LLC's top holdings by market value included SPYM (9.2%)、SPDW (7.2%)、DLN (5.7%). The largest single position, SPYM, represented 9.2% of total portfolio value.
In Q4 2024, IAG Wealth Partners, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 24 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.