HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR PORTFOLIO (SPLG) |
738,057 | +4,118 | $45,413 |
| SPLG | 738,057 | +4,118 | $45,413 |
| SPDR PORTFOLIO (SPDW) |
1,060,502 | -274,520 | $38,008 |
| SPDW | 1,060,502 | -274,520 | $38,008 |
| WISDOMTREE U S |
389,773 | +6,512 | $28,138 |
| DLN | 389,773 | +6,512 | $28,138 |
| GOLDMAN SACHS |
264,575 | -7,078 | $27,460 |
| GSLC | 264,575 | -7,078 | $27,460 |
| INDEXIQ IQ (MMIT) |
991,322 | +61,489 | $24,178 |
| MMIT | 991,322 | +61,489 | $24,178 |
| WISDOMTREE U S |
493,093 | +4,784 | $24,048 |
| DON | 493,093 | +4,784 | $24,048 |
| ISHARES CORE (IVV) |
43,814 | -2,297 | $23,034 |
| IVV | 43,814 | -2,297 | $23,034 |
| GOLDMAN SACHS |
561,453 | -37,831 | $19,252 |
| GSIE | 561,453 | -37,831 | $19,252 |
| VANGUARD GROWTH (VUG) |
49,543 | -1,553 | $17,053 |
| VUG | 49,543 | -1,553 | $17,053 |
| VANECK NATURAL |
285,556 | +31,031 | $14,543 |
| HAP | 285,556 | +31,031 | $14,543 |
| JP MORGAN |
286,487 | +1,483 | $14,536 |
| JMUB | 286,487 | +1,483 | $14,536 |
| SPDR PORTFOLIO (SPTM) |
188,914 | -6,899 | $12,119 |
| SPTM | 188,914 | -6,899 | $12,119 |
| ISHARES MORNINGSTAR (IMCG) |
159,474 | +6,942 | $11,272 |
| IMCG | 159,474 | +6,942 | $11,272 |
| SPDR MSCI (CWI) |
349,729 | -4,372 | $9,932 |
| CWI | 349,729 | -4,372 | $9,932 |
| PGIM ULTRA |
196,710 | +49,667 | $9,776 |
| PULS | 196,710 | +49,667 | $9,776 |
| AVANTIS INTL |
137,890 | +22,000 | $8,789 |
| AVDE | 137,890 | +22,000 | $8,789 |
| SPDR PORTFOLIO (SPMD) |
155,140 | +10,253 | $8,275 |
| SPMD | 155,140 | +10,253 | $8,275 |
| VANGUARD DIVIDEND (VIG) |
41,148 | -2,786 | $7,514 |
| VIG | 41,148 | -2,786 | $7,514 |
| INVESCO EXCHANGE (SPHQ) |
112,693 | -3,245 | $6,809 |
| SPHQ | 112,693 | -3,245 | $6,809 |
| SPDR PORTFOLIO (SPYG) |
91,490 | -4,741 | $6,693 |
| SPYG | 91,490 | -4,741 | $6,693 |
| JOHN HANCOCK |
97,928 | +815 | $5,619 |
| JHMM | 97,928 | +815 | $5,619 |
| WISDOMTREE TRUST |
71,209 | +5,371 | $5,425 |
| DGRW | 71,209 | +5,371 | $5,425 |
| FLEXSHARES MORNINGSTAR (GUNR) |
123,760 | +15,348 | $5,083 |
| GUNR | 123,760 | +15,348 | $5,083 |
| LATTICE HARTFORD |
176,325 | -2,600 | $4,937 |
| RODM | 176,325 | -2,600 | $4,937 |
| SPDR SERIES (MDYV) |
63,346 | -1,104 | $4,814 |
| MDYV | 63,346 | -1,104 | $4,814 |
| INVESCO TOTAL |
93,759 | +69 | $4,389 |
| GTO | 93,759 | +69 | $4,389 |
| SPDR PORTFOLIO (SPYV) |
85,109 | -2,433 | $4,264 |
| SPYV | 85,109 | -2,433 | $4,264 |
| SPDR PORTFOLIO (SPSM) |
90,343 | +7,645 | $3,888 |
| SPSM | 90,343 | +7,645 | $3,888 |
| AVANTIS EMERGING |
58,212 | +4,936 | $3,374 |
| AVEM | 58,212 | +4,936 | $3,374 |
| INVESCO RUSSELL |
87,497 | +10,252 | $3,305 |
| OMFS | 87,497 | +10,252 | $3,305 |
| ISHARES MORNINGSTAR (ISCG) |
65,532 | +2,928 | $3,052 |
| ISCG | 65,532 | +2,928 | $3,052 |
| SPDR PORTFOLIO (SPAB) |
119,997 | +5,371 | $3,034 |
| SPAB | 119,997 | +5,371 | $3,034 |
| JANUS DETROIT |
39,185 | -1,036 | $2,740 |
| JSMD | 39,185 | -1,036 | $2,740 |
| HARTFORD SCHRODERS |
122,215 | +122,215 | $2,393 |
| HTAB | 122,215 | +122,215 | $2,393 |
 BERKSHIRE HATHAWAY |
$2,097 | ||
| BRK.A | 2 | UNCH | $1,269 |
| BRK.B | 1,970 | +550 | $828 |
| SPDR SSGA (SMLV) |
17,884 | -953 | $2,004 |
| SMLV | 17,884 | -953 | $2,004 |
| JP MORGAN |
30,557 | -2,749 | $1,922 |
| BBSC | 30,557 | -2,749 | $1,922 |
| SPDR SERIES (MDYG) |
21,535 | -1,399 | $1,880 |
| MDYG | 21,535 | -1,399 | $1,880 |
| NUVEEN ESG |
40,554 | -6,275 | $1,804 |
| NUMG | 40,554 | -6,275 | $1,804 |
| VICTORYSHARES US (CSB) |
30,613 | +2,835 | $1,716 |
| CSB | 30,613 | +2,835 | $1,716 |
| DIMENSIONAL INTL |
67,107 | +7,344 | $1,682 |
| DFIS | 67,107 | +7,344 | $1,682 |
| NEUBERGER BERMAN |
74,435 | +72,569 | $1,609 |
| NBCM | 74,435 | +72,569 | $1,609 |
| INVESCO MSCI |
29,505 | -2,186 | $1,547 |
| PBUS | 29,505 | -2,186 | $1,547 |
| WISDOMTREE U S |
46,384 | -149 | $1,516 |
| DES | 46,384 | -149 | $1,516 |
| SCHWAB US |
17,599 | -2,071 | $1,433 |
| SCHM | 17,599 | -2,071 | $1,433 |
| AVANTIS INTL |
20,112 | -512 | $1,325 |
| AVDV | 20,112 | -512 | $1,325 |
| VANGUARD TOTAL (VTI) |
4,854 | -60 | $1,262 |
| VTI | 4,854 | -60 | $1,262 |
| SPDR BLOOMBERG (SJNK) |
48,314 | +5,444 | $1,218 |
| SJNK | 48,314 | +5,444 | $1,218 |
| APPLE INC |
6,542 | +337 | $1,122 |
| AAPL | 6,542 | +337 | $1,122 |
| SPDR PORTFOLIO (SPEM) |
30,441 | +4,907 | $1,102 |
| SPEM | 30,441 | +4,907 | $1,102 |
See Full List: All Stocks Held By IAG Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By IAG Wealth Partners LLC
|
Size ($ in 1000's)
At 03/31/2024: $465,617 At 12/31/2023: $438,279 IAG Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from IAG Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings |
