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Iag Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Iag Wealth Partners, LLC

Investment Activity

  • Iag Wealth Partners, LLC has $755.68 million in total holdings as of June 30, 2025.
  • Iag Wealth Partners, LLC owns shares of 495 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 13.58% of the portfolio was purchased this quarter.
  • About 4.02% of the portfolio was sold this quarter.
  • This quarter, Iag Wealth Partners, LLC has purchased 500 new stocks and bought additional shares in 80 stocks.
  • Iag Wealth Partners, LLC sold shares of 84 stocks and completely divested from 37 stocks this quarter.

Largest New Holdings this Quarter

46435U861 - iShares Core Dividend ETF
$25,811,994 Holding
72201R585 - PIMCO Multi Sector Bond Active ETF
$3,709,496 Holding
65406E102 - Nicolet Bankshares
$125,579 Holding
87151X101 - Symbotic
$31,857 Holding

Largest Purchases this Quarter

iShares Core Dividend ETF
512,957 shares (about $25.81M)
SPDR Portfolio S&P 500 ETF
254,362 shares (about $18.49M)
Columbia Research Enhanced Core ETF
174,619 shares (about $6.42M)
SPDR Portfolio S&P 500 Growth ETF
40,779 shares (about $3.89M)

Largest Sales this Quarter

JPMORGAN ACTIVE
88,871 shares (about $4.76M)
Hartford Schroders Tax-Aware Bond ETF
218,326 shares (about $4.08M)
Invesco Total Return Bond ETF
79,574 shares (about $3.73M)
Vanguard Growth ETF
3,564 shares (about $1.56M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIag Wealth Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$76,038,894$18,489,572 32.1%1,046,07110.1%ETF
JPMORGAN ACTIVE
$53,127,964$4,762,598 -8.2%991,3787.0%MF Closed and MF Open
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$43,793,887$10,060,456 29.8%360,8005.8%ETF
AVIV
Avantis International Large Cap Value ETF
$33,572,495$208,674 -0.6%539,4474.4%ETF
WisdomTree U.S. LargeCap Dividend Fund stock logo
DLN
WisdomTree U.S. LargeCap Dividend Fund
$32,704,166$1,433,756 -4.2%398,1514.3%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$27,099,986$2,072,578 8.3%43,6463.6%ETF
iShares Core Dividend ETF stock logo
DIVB
iShares Core Dividend ETF
$25,811,994$25,811,994 New Holding512,9573.4%ETF
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$24,869,571$1,872,508 8.1%627,0693.3%ETF
NYLI MacKay Shields Municipal Intermediate ETF stock logo
MMIT
NYLI MacKay Shields Municipal Intermediate ETF
$23,828,415$2,109,606 -8.1%999,0943.2%ETF
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$23,589,438$717,015 -2.9%470,6603.1%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$21,475,788$1,562,449 -6.8%48,9872.8%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$20,550,304$2,147,644 11.7%412,9882.7%ETF
Invesco Large Cap Value ETF stock logo
PWV
Invesco Large Cap Value ETF
$19,266,949$1,244,354 6.9%310,0572.5%ETF
HTAB
Hartford Schroders Tax-Aware Bond ETF
$17,926,618$4,084,881 -18.6%958,1302.4%ETF
HAP
VanEck Natural Resources ETF
$17,501,428$634,841 3.8%336,8562.3%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$16,205,892$1,031,471 6.8%326,4682.1%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$15,669,226$869,612 5.9%195,3042.1%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$14,679,499$694,971 -4.5%362,5461.9%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$14,592,607$1,524,974 -9.5%197,1711.9%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$13,731,265$1,016,709 8.0%183,3521.8%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$11,152,758$457,663 4.3%205,0891.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$11,114,591$3,887,052 53.8%116,6031.5%ETF
Columbia Research Enhanced Core ETF stock logo
RECS
Columbia Research Enhanced Core ETF
$10,910,717$6,424,221 143.2%296,5681.4%ETF
iMGP DBi Managed Futures Strategy ETF stock logo
DBMF
iMGP DBi Managed Futures Strategy ETF
$10,666,805$1,766,493 19.8%414,5671.4%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$9,872,261$435,031 -4.2%302,2741.3%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$9,166,598$315,532 3.6%109,4651.2%Manufacturing
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$7,082,410$18,830 -0.3%34,6040.9%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$6,597,751$2,014,576 44.0%83,0640.9%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$5,880,037$578,063 -9.0%82,5150.8%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$5,839,877$375,092 6.9%228,1200.8%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$5,721,263$1,552,660 37.2%109,3100.8%ETF
FlexShares Morningstar Global Upstream Natural Resources Index Fund stock logo
GUNR
FlexShares Morningstar Global Upstream Natural Resources Index Fund
$5,310,339$1,231,501 30.2%132,3940.7%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$5,150,737$46,519 0.9%120,9090.7%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$4,696,607$145,618 3.2%162,2320.6%ETF
Hartford Multifactor Developed Markets (ex-US) ETF stock logo
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
$4,580,670$406,405 -8.1%134,3300.6%ETF
JPMorgan BetaBuilders U.S. Small Cap Equity ETF stock logo
BBSC
JPMorgan BetaBuilders U.S. Small Cap Equity ETF
$4,410,440$2,330,945 112.1%66,8450.6%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$4,299,106$761,480 -15.0%62,7240.6%ETF
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$3,868,753$2,214,923 133.9%44,5350.5%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$3,709,496$3,709,496 New Holding139,7700.5%ETF
SPDR S&P Global Natural Resources ETF stock logo
GNR
SPDR S&P Global Natural Resources ETF
$3,654,765$875,438 -19.3%67,3810.5%ETF
iShares Morningstar Small-Cap Growth ETF stock logo
ISCG
iShares Morningstar Small-Cap Growth ETF
$3,449,209$277,909 -7.5%69,3170.5%ETF
FIDELITY ENHANCED
$3,320,313$629,414 23.4%96,4790.4%MF Closed and MF Open
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$2,973,827$1,359,764 -31.4%48,6480.4%ETF
NBCM
Neuberger Berman Commodity Strategy ETF
$2,770,002$116,146 4.4%124,4930.4%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$2,605,628$1,507,487 137.3%51,1710.3%ETF
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$2,564,302$407,525 -13.7%85,9350.3%ETF
FIDELITY COVINGTON
$2,545,618$639,124 -20.1%79,5760.3%MF Closed and MF Open
Franklin U.S. Mid Cap Multifactor Index ETF stock logo
FLQM
Franklin U.S. Mid Cap Multifactor Index ETF
$2,529,338$1,589,770 169.2%46,5720.3%ETF
JPMorgan BetaBuilders U.S. Equity ETF stock logo
BBUS
JPMorgan BetaBuilders U.S. Equity ETF
$2,504,878$2,453,507 4,776.0%22,3810.3%ETF
VictoryShares US Small Cap High Div Volatility Wtd ETF stock logo
CSB
VictoryShares US Small Cap High Div Volatility Wtd ETF
$2,434,415$68,819 2.9%43,9350.3%ETF
Small/Mid Cap Growth Alpha ETF stock logo
JSMD
Small/Mid Cap Growth Alpha ETF
$2,416,007$82,309 -3.3%31,1140.3%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,352,099$34,975 1.5%4,8420.3%Finance
JPMORGAN HEDGED
$1,962,202$185,050 -8.6%31,3550.3%MF Closed and MF Open
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$1,873,227$554,405 42.0%23,6280.2%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$1,756,240$2,607 -0.1%41,0910.2%ETF
SMLV
SPDR SSGA US Small Cap Low Volatility Index ETF
$1,661,501$88,330 -5.0%13,2800.2%ETF
Janus Henderson Short Duration Income ETF stock logo
VNLA
Janus Henderson Short Duration Income ETF
$1,641,313$1,107,394 207.4%33,3600.2%ETF
Apple Inc. stock logo
AAPL
Apple
$1,455,535$45,550 3.2%7,0940.2%Computer and Technology
Invesco MSCI USA ETF stock logo
PBUS
Invesco MSCI USA ETF
$1,357,083$73,808 5.8%21,8250.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,309,024$11,853 -0.9%4,3070.2%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$1,280,382$74,065 -5.5%40,3140.2%Finance
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$1,201,465$149,212 -11.0%47,1530.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,189,4550.0%2,0940.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,136,0610.0%7,4370.2%Medical
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$1,112,924$97,110 -8.0%39,6760.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,070,812$52,223 5.1%2,1530.1%Computer and Technology
SPDR Portfolio MSCI Global Stock Market ETF stock logo
SPGM
SPDR Portfolio MSCI Global Stock Market ETF
$1,025,064$79,833 8.4%14,8560.1%ETF
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF stock logo
BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
$886,922$454,230 105.0%9,1010.1%ETF
CAPITAL GROUP
$848,815$52,104 6.5%29,0790.1%MF Closed and MF Open
Nuveen ESG Mid-Cap Growth ETF stock logo
NUMG
Nuveen ESG Mid-Cap Growth ETF
$843,613$684,164 -44.8%17,4120.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$792,3210.0%5,0150.1%Computer and Technology
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$785,780$23,787 3.1%5,8470.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$758,766$628,884 484.2%15,3410.1%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$730,521$87,257 -10.7%9,1590.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$709,969$2,207 0.3%1,2870.1%Finance
Goldman Sachs ActiveBeta Emerging Markets Equity ETF stock logo
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
$637,297$268,620 72.9%17,1270.1%ETF
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$632,939$208 0.0%6,0740.1%Utilities
Small Cap Growth Alpha ETF stock logo
JSML
Small Cap Growth Alpha ETF
$620,8810.0%9,2050.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$601,407$2,805 -0.5%2,7870.1%Finance
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$598,505$348,306 -36.8%11,8960.1%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$592,289$42,883 7.8%1,3950.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$450,699$44,716 -9.0%7,2670.1%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$429,9330.0%1,7890.1%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$404,344$389,434 2,611.9%4,5560.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$399,093$56,167 -12.3%1,8190.1%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$382,249$6,793 -1.7%6190.1%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$382,010$11,375 -2.9%1,6120.1%ETF
Oracle Corporation stock logo
ORCL
Oracle
$371,890$301,054 -44.7%1,7010.0%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$371,2270.0%3750.0%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$364,8060.0%9950.0%Retail/Wholesale
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$362,671$18,641 -4.9%8,1130.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$353,7480.0%2,0020.0%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$340,6450.0%1,1750.0%Finance
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$338,4060.0%3,2040.0%Construction
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$336,757$2,339 -0.7%4320.0%Medical
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$326,385$3,683 1.1%10,8110.0%ETF
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$312,840$3,731,105 -92.3%6,6720.0%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$284,919$54,645 -16.1%2,6070.0%ETF
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$281,445$41,956 -13.0%6,4330.0%ETF
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$270,097$70,754 -20.8%3,5960.0%Finance

Showing largest 100 holdings. View all holdings.
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