All Stocks Held By IAG Wealth Partners LLC

As of 03/31/2024, we find all stocks held by IAG Wealth Partners LLC to be as follows, presented in the table below with each row detailing each IAG Wealth Partners LLC position, ordered by largest to smallest position size. The all-stocks-held-by-IAG Wealth Partners LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by IAG Wealth Partners LLC as of the latest filing.

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
ISHARES MSCI (MTUM)	4,850	-955	$909
MTUM	4,850	-955	$909
SPDR SERIES (SLYV)	10,680	-606	$886
SLYV	10,680	-606	$886
MICROSOFT CORP	1,837	+19	$773
MSFT	1,837	+19	$773
JANUS DETROIT	11,262	-710	$681
JSML	11,262	-710	$681
VANGUARD FTSE (VSS)	5,737	-772	$670
VSS	5,737	-772	$670
WEC ENERGY	7,149	+3,207	$587
WEC	7,149	+3,207	$587
SCHWAB US	8,785	+637	$545
SCHX	8,785	+637	$545
SPDR MSCI (SPGM)	9,039	+544	$539
SPGM	9,039	+544	$539
FIRST TRUST (FVD)	12,156	-41	$513
FVD	12,156	-41	$513
JPMORGAN BETABUILDERS	5,235	-308	$484
BBMC	5,235	-308	$484
SPDR S&P (GNR)	8,267	+8,267	$479
GNR	8,267	+8,267	$479
INVESCO QQQ	1,016	+253	$451
QQQ	1,016	+253	$451
ISHARES RUSSELL (IWM)	2,069	+15	$435
IWM	2,069	+15	$435
ISHARES CORE (IJR)	3,608	UNCH	$399
IJR	3,608	UNCH	$399
ELI LILLY	506	UNCH	$394
LLY	506	UNCH	$394
ISHARES RUSSELL (IWF)	1,159	UNCH	$391
IWF	1,159	UNCH	$391
VANGUARD S&P (VOO)	788	-120	$379
VOO	788	-120	$379
ISHARES CORE (IJH)	6,080	+4,864	$369
IJH	6,080	+4,864	$369
ORACLE CORP	2,754	UNCH	$346
ORCL	2,754	UNCH	$346
X TRACKERS	8,202	-20	$336
DBEF	8,202	-20	$336
SPDR PORTFOLIO (SPSB)	11,111	+298	$331
SPSB	11,111	+298	$331
PEPSICO INC	1,726	+495	$302
PEP	1,726	+495	$302
WISDOMTREE INTL	4,532	UNCH	$296
DLS	4,532	UNCH	$296
NVIDIA CORP	324	-106	$293
NVDA	324	-106	$293
GOLDMAN SACHS	9,273	-1,811	$291
GEM	9,273	-1,811	$291
JP MORGAN	5,735	-30,247	$291
JMST	5,735	-30,247	$291
CHEVRON CORP	1,817	UNCH	$287
CVX	1,817	UNCH	$287
WISDOMTREE FLOATING	5,538	-11,363	$279
USFR	5,538	-11,363	$279
SPDR S&P (SPY)	531	+190	$277
SPY	531	+190	$277
OCCIDENTAL PETROLEUM	4,000	UNCH	$260
OXY	4,000	UNCH	$260
HOME DEPOT	664	+42	$255
HD	664	+42	$255
SCHWAB US	3,325	UNCH	$253
SCHV	3,325	UNCH	$253
AMAZON COM	1,344	+90	$242
AMZN	1,344	+90	$242
VANGUARD FTSE (VEA)	4,804	-496	$241
VEA	4,804	-496	$241
MERCK & COMPANY	1,785	UNCH	$236
MRK	1,785	UNCH	$236
MCDONALDS CORP	827	+413	$233
MCD	827	+413	$233
VANGUARD SMALL (VB)	1,013	-4	$232
VB	1,013	-4	$232
EXXON MOBIL	1,843	+1,608	$214
XOM	1,843	+1,608	$214
ABBVIE INC	1,163	+425	$212
ABBV	1,163	+425	$212
ISHARES MSCI (SUSA)	1,914	-285	$209
SUSA	1,914	-285	$209
NEXTERA ENERGY	3,200	UNCH	$205
NEE	3,200	UNCH	$205
JPMORGAN CHASE	1,015	-15	$203
JPM	1,015	-15	$203
COSTCO WHOLESALE	273	+12	$200
COST	273	+12	$200
FIRST TRUST (FEX)	2,017	UNCH	$200
FEX	2,017	UNCH	$200
1895 BANCORP	29,024	+27,478	$198
BCOW	29,024	+27,478	$198
DEERE & CO	460	+40	$189
DE	460	+40	$189
VANGUARD VALUE (VTV)	1,136	-100	$185
VTV	1,136	-100	$185
WALT DISNEY	1,459	UNCH	$179
DIS	1,459	UNCH	$179
GLOBAL X	3,151	-44	$154
MLPX	3,151	-44	$154
W P CAREY	2,689	+95	$152
WPC	2,689	+95	$152
ISHARES S&P (IJS)	1,468	+1,024	$151
IJS	1,468	+1,024	$151
WALMART INC	2,481	+2,279	$149
WMT	2,481	+2,279	$149
GRAINGER W W	140	UNCH	$142
GWW	140	UNCH	$142
WALGREENS BOOTS	6,165	UNCH	$134
WBA	6,165	UNCH	$134
SPDR GOLD (GLD)	635	UNCH	$131
GLD	635	UNCH	$131
UNITED PARCEL	874	+234	$130
UPS	874	+234	$130
DIMENSIONAL US	2,225	-235	$127
DFUS	2,225	-235	$127
SPDR S&P (MDY)	229	+203	$127
MDY	229	+203	$127
ISHARES GOLD (IAU)	2,968	UNCH	$125
IAU	2,968	UNCH	$125
JOHNSON & JOHNSON	786	UNCH	$124
JNJ	786	UNCH	$124
SCHWAB INTL	3,141	UNCH	$123
SCHF	3,141	UNCH	$123
EXACT SCIENCES	1,740	UNCH	$120
EXAS	1,740	UNCH	$120
NUVEEN ESG	3,685	-2,022	$114
NUDM	3,685	-2,022	$114
VISA INC	388	+25	$108
V	388	+25	$108
SPDR SERIES (SDY)	815	-81	$107
SDY	815	-81	$107
ISHARES MSCI (QUAL)	637	+122	$105
QUAL	637	+122	$105
VANGUARD INFORMATION (VGT)	199	UNCH	$104
VGT	199	UNCH	$104
SPDR DOW (DIA)	260	+260	$103
DIA	260	+260	$103
FIRST TRUST (RDVY)	1,800	+200	$101
RDVY	1,800	+200	$101
VANECK MORNINGSTAR	1,085	UNCH	$98
MOAT	1,085	UNCH	$98
ISHARES CORE (IEMG)	1,831	UNCH	$94
IEMG	1,831	UNCH	$94
ISHARES RUSSELL (SMMD)	1,425	UNCH	$93
SMMD	1,425	UNCH	$93
NUVEEN ESG	2,198	UNCH	$91
NUSC	2,198	UNCH	$91
APPLIED MATERIALS	438	UNCH	$90
AMAT	438	UNCH	$90
FIDELITY NATIONAL	1,210	-165	$90
FIS	1,210	-165	$90
META PLATFORMS	179	UNCH	$87
META	179	UNCH	$87
VANGUARD FSTE (VWO)	2,086	+267	$87
VWO	2,086	+267	$87
WISDOMTREE TRUST	1,871	UNCH	$86
IHDG	1,871	UNCH	$86
ALLIANT ENERGY	1,692	UNCH	$85
LNT	1,692	UNCH	$85
WASTE MANAGEMENT	401	+36	$85
WM	401	+36	$85
ENERGY TRANSFER	5,290	+100	$83
ET	5,290	+100	$83
AUTOMATIC DATA	329	+1	$82
ADP	329	+1	$82
VANECK MORNINGSTAR	2,305	UNCH	$79
SMOT	2,305	UNCH	$79
ALPHABET INC	490	UNCH	$75
GOOG	490	UNCH	$75
ISHARES RUSSELL (IWD)	419	UNCH	$75
IWD	419	UNCH	$75
THERMO FISHER	129	UNCH	$75
TMO	129	UNCH	$75
AT&T INC	4,197	+3,312	$74
T	4,197	+3,312	$74
JOHNSON CONTROLS	1,125	UNCH	$73
JCI	1,125	UNCH	$73
PIONEER NATURAL	264	UNCH	$69
PXD	264	UNCH	$69
XCEL ENERGY	1,276	UNCH	$69
XEL	1,276	UNCH	$69
TJX COS	668	+91	$68
TJX	668	+91	$68
3M COMPANY	634	UNCH	$67
MMM	634	UNCH	$67
ISHARES S&P (IVE)	350	UNCH	$65
IVE	350	UNCH	$65
UNITEDHEALTH GROUP	131	-25	$65
UNH	131	-25	$65
WELLTOWER INC	700	UNCH	$65
WELL	700	UNCH	$65
VANGUARD HIGH (VYM)	525	-90	$64
VYM	525	-90	$64
BANK MONTREAL	635	+139	$62
BMO	635	+139	$62
ISHARES BIOTECHNOLOGY (IBB)	450	UNCH	$62
IBB	450	UNCH	$62
ISHARES S&P (IVW)	735	-75	$62
IVW	735	-75	$62
ISHARES ESG (ESGD)	765	UNCH	$61
ESGD	765	UNCH	$61
ISHARES EUROPE (IEV)	1,094	UNCH	$61
IEV	1,094	UNCH	$61
NUVEEN ESG	2,799	UNCH	$61
NUBD	2,799	UNCH	$61
SCHWAB CHARLES	843	+473	$61
SCHW	843	+473	$61
BROADCOM INC	45	-4	$60
AVGO	45	-4	$60
SOUTHERN COMPANY	818	UNCH	$59
SO	818	UNCH	$59
MARATHON OIL	2,000	UNCH	$57
MRO	2,000	UNCH	$57
ENTERPRISE PRODUCTS	1,904	+1,000	$56
EPD	1,904	+1,000	$56
ISHARES ESG (ESGU)	480	UNCH	$55
ESGU	480	UNCH	$55
ELEVANCE HEALTH	104	-26	$54
ELV	104	-26	$54
UNITED RENTALS	75	UNCH	$54
URI	75	UNCH	$54
HORMEL FOODS	1,514	UNCH	$53
HRL	1,514	UNCH	$53
ALPHABET INC	343	UNCH	$52
GOOGL	343	UNCH	$52
AMEREN CORP	690	UNCH	$51
AEE	690	UNCH	$51
BYLINE BANCORP	2,350	UNCH	$51
BY	2,350	UNCH	$51
FISERV INC	305	UNCH	$49
FI	305	UNCH	$49
UNION PACIFIC CORP	200	UNCH	$49
UNP	200	UNCH	$49
VANGUARD SMALL (VBR)	255	-30	$49
VBR	255	-30	$49
VERIZON COMMUNICATIONS	1,110	+204	$47
VZ	1,110	+204	$47
SECTOR HEALTHCARE	320	UNCH	$47
XLV	320	UNCH	$47
ARK NEXT	552	UNCH	$46
ARKW	552	UNCH	$46
ARK AUTONOMOUS	797	UNCH	$44
ARKQ	797	UNCH	$44
HARLEY DAVIDSON	999	UNCH	$44
HOG	999	UNCH	$44
PROCTER & GAMBLE	270	+117	$44
PG	270	+117	$44
JPMORGAN BETABUILDERS	454	+3	$43
BBUS	454	+3	$43
CYBIN INC	104,513	UNCH	$43
CYBN	104,513	UNCH	$43
ROCKWELL AUTOMATION	149	UNCH	$43
ROK	149	UNCH	$43
INVESCO S&P	407	UNCH	$43
SPGP	407	UNCH	$43
MGE ENERGY INC	528	UNCH	$42
MGEE	528	UNCH	$42
NOVO NORDISK	326	UNCH	$42
NVO	326	UNCH	$42
TESLA INC	241	UNCH	$42
TSLA	241	UNCH	$42
VANGUARD SMALL (VBK)	161	UNCH	$42
VBK	161	UNCH	$42
SECTOR ENERGY	447	-100	$42
XLE	447	-100	$42
SALESFORCE INC	130	UNCH	$39
CRM	130	UNCH	$39
PFIZER INC	1,419	+8	$39
PFE	1,419	+8	$39
CANADIAN NATIONAL	292	UNCH	$38
CNI	292	UNCH	$38
INVESCO EXCHANGE (SPLV)	570	UNCH	$38
SPLV	570	UNCH	$38
VANGUARD RUSSELL (VONE)	158	UNCH	$38
VONE	158	UNCH	$38
BECTON DICKINSON	148	UNCH	$37
BDX	148	UNCH	$37
PPG INDUSTRIES	257	UNCH	$37
PPG	257	UNCH	$37
AMGEN INC	124	UNCH	$35
AMGN	124	UNCH	$35
ISHARES U S (IHF)	640	+512	$35
IHF	640	+512	$35
PIMCO SHORT	700	UNCH	$35
SMMU	700	UNCH	$35
ISHARES CORE (ITOT)	298	UNCH	$34
ITOT	298	UNCH	$34
WISDOMTREE US	658	UNCH	$33
DGRS	658	UNCH	$33
FERRARI NV	75	+75	$33
RACE	75	+75	$33
SECTOR CONSUMER	430	+3	$33
XLP	430	+3	$33
DANAHER CORP	129	UNCH	$32
DHR	129	UNCH	$32
GOLDMAN SACHS	77	UNCH	$32
GS	77	UNCH	$32
SPDR S&P (GXC)	489	+489	$32
GXC	489	+489	$32
INVESCO S&P	190	UNCH	$32
RSP	190	UNCH	$32
ABBOTT LABORATORIES	271	UNCH	$31
ABT	271	UNCH	$31
ARK INNOVATION	627	-350	$31
ARKK	627	-350	$31
VALERO ENERGY	182	UNCH	$31
VLO	182	UNCH	$31
HALLIBURTON COMPANY	766	+766	$30
HAL	766	+766	$30
ISHARES CORE (IXUS)	436	+436	$30
IXUS	436	+436	$30
JP MORGAN	650	-1,248	$30
JCPI	650	-1,248	$30
ADVANCED MICRO	158	UNCH	$29
AMD	158	UNCH	$29
CISCO SYSTEMS	555	UNCH	$28
CSCO	555	UNCH	$28
PARKER HANNIFIN CORP	50	UNCH	$28
PH	50	UNCH	$28
INVESCO WATER	425	UNCH	$28
PHO	425	UNCH	$28
X TRACKERS	586	UNCH	$28
SNPE	586	UNCH	$28
SPDR SERIES (XNTK)	155	UNCH	$28
XNTK	155	UNCH	$28
SCHWAB FUNDAMENTAL (FNDX)	394	+99	$27
FNDX	394	+99	$27
ALTRIA GROUP	616	+15	$27
MO	616	+15	$27
INVESCO INDIA	1,026	UNCH	$27
PIN	1,026	UNCH	$27
PRUDENTIAL FINANCIAL	233	UNCH	$27
PRU	233	UNCH	$27
EOG RESOURCES	204	UNCH	$26
EOG	204	UNCH	$26
KIMBERLY CLARK	198	-300	$26
KMB	198	-300	$26
BCE INC	730	UNCH	$25
BCE	730	UNCH	$25
WISDOMTREE U S	350	UNCH	$25
DTD	350	UNCH	$25
COCA COLA COMPANY	402	UNCH	$25
KO	402	UNCH	$25
ROPER TECHNOLOGIES	45	UNCH	$25
ROP	45	UNCH	$25
YUM BRANDS INC	178	UNCH	$25
YUM	178	UNCH	$25
IRON MOUNTAIN	295	UNCH	$24
IRM	295	UNCH	$24
PROSHARES TRUST (NOBL)	235	UNCH	$24
NOBL	235	UNCH	$24
QUALCOMM INC	142	UNCH	$24
QCOM	142	UNCH	$24
AVISTA CORP	670	UNCH	$23
AVA	670	UNCH	$23
LPL FINANCIAL	83	UNCH	$22
LPLA	83	UNCH	$22
PRINCIPAL SPECTRUM	1,239	UNCH	$22
PREF	1,239	UNCH	$22
VICTORYSHARES CORE (UITB)	472	-1,275	$22
UITB	472	-1,275	$22
GENERAL ELECTRIC	117	-300	$21
GE	117	-300	$21
SHERWIN WILLIAMS	60	UNCH	$21
SHW	60	UNCH	$21
SPROTT PHYSICAL	1,000	UNCH	$20
CEF	1,000	UNCH	$20
ENERPLUS CORP	1,015	UNCH	$20
ERF	1,015	UNCH	$20
SCHWAB FUNDAMENTAL (FNDF)	559	+88	$20
FNDF	559	+88	$20
FIRST TRUST (FTCS)	235	+235	$20
FTCS	235	+235	$20
GENERAC HOLDINGS	162	-200	$20
GNRC	162	-200	$20
ISHARES S&P (IUSG)	169	UNCH	$20
IUSG	169	UNCH	$20
CARNIVAL CORP	1,165	UNCH	$19
CCL	1,165	UNCH	$19
DELTA AIRLINES	387	UNCH	$19
DAL	387	UNCH	$19
DIMENSIONAL US	456	UNCH	$19
DFUV	456	UNCH	$19
GENERAL MOTORS	424	+1	$19
GM	424	+1	$19
BOEING COMPANY	92	+78	$18
BA	92	+78	$18
ALIBABA GROUP	245	+2	$18
BABA	245	+2	$18
BRISTOL MYERS	335	UNCH	$18
BMY	335	UNCH	$18
CATERPILLAR INC	50	UNCH	$18
CAT	50	UNCH	$18
CVS HEALTH	229	+2	$18
CVS	229	+2	$18
PAYPAL HOLDINGS	275	UNCH	$18
PYPL	275	UNCH	$18
ROYAL CARIBBEAN	127	UNCH	$18
RCL	127	UNCH	$18
ISHARES SILVER (SLV)	800	UNCH	$18
SLV	800	UNCH	$18
FIRST TRUST (TDIV)	265	UNCH	$18
TDIV	265	UNCH	$18
EASTGROUP PROPERTIES	95	UNCH	$17
EGP	95	UNCH	$17
ETF DEFIANCE (FIVG)	422	+1	$17
FIVG	422	+1	$17
MEDICAL PROPERTIES	3,616	+2,064	$17
MPW	3,616	+2,064	$17
OTTER TAIL	200	UNCH	$17
OTTR	200	UNCH	$17
BLOCK INC	200	UNCH	$17
SQ	200	UNCH	$17
TKO GROUP	200	UNCH	$17
TKO	200	UNCH	$17
ZIONS BANCORPORATION	400	+400	$17
ZION	400	+400	$17
ISHARES CORE (AGG)	163	UNCH	$16
AGG	163	UNCH	$16
BADGER METER	100	UNCH	$16
BMI	100	UNCH	$16
ISHARES MSCI (EFA)	206	UNCH	$16
EFA	206	UNCH	$16
LCNB CORP	1,000	UNCH	$16
LCNB	1,000	UNCH	$16
WHEATON PRECIOUS	345	UNCH	$16
WPM	345	UNCH	$16
WATTS WATER	76	UNCH	$16
WTS	76	UNCH	$16
CHURCH & DWIGHT	140	UNCH	$15
CHD	140	UNCH	$15
ISHARES SELECT (DVY)	119	+119	$15
DVY	119	+119	$15
ISHARES GLOBAL (ICLN)	1,058	-6	$15
ICLN	1,058	-6	$15
NOVARTIS AG	150	+150	$15
NVS	150	+150	$15
FIRST TRUST (QCLN)	420	UNCH	$15
QCLN	420	UNCH	$15
INVESCO S&P	345	UNCH	$15
RWJ	345	UNCH	$15
ISHARES TIPS (TIP)	142	+64	$15
TIP	142	+64	$15
ISHARES CORE (DGRO)	236	UNCH	$14
DGRO	236	UNCH	$14
DNP SELECT	1,570	+700	$14
DNP	1,570	+700	$14
LOWES COMPANIES	56	-73	$14
LOW	56	-73	$14
MAIN STREET	300	UNCH	$14
MAIN	300	UNCH	$14
NORTHROP GRUMMAN	30	+21	$14
NOC	30	+21	$14
PHILLIPS 66	85	+85	$14
PSX	85	+85	$14
TARGET CORP	79	UNCH	$14
TGT	79	UNCH	$14
VANGUARD MATERIALS (VAW)	67	UNCH	$14
VAW	67	UNCH	$14
ADOBE INC	25	UNCH	$13
ADBE	25	UNCH	$13
GLOBAL X	310	UNCH	$13
COPX	310	UNCH	$13
CINTAS CORP	19	UNCH	$13
CTAS	19	UNCH	$13
DEVON ENERGY	250	+250	$13
DVN	250	+250	$13
EVOLUS INC	927	UNCH	$13
EOLS	927	UNCH	$13
FTAI AVIATION	200	UNCH	$13
FTAI	200	UNCH	$13
ISHARES U S (IYH)	205	+164	$13
IYH	205	+164	$13
KOHLS CORP	452	+452	$13
KSS	452	+452	$13
L3HARRIS TECHNOLOGIES	60	UNCH	$13
LHX	60	UNCH	$13
ORMAT TECHNOLOGIES	200	UNCH	$13
ORA	200	UNCH	$13
TEXAS INSTRUMENTS	75	UNCH	$13
TXN	75	UNCH	$13
PACER US	200	UNCH	$12
COWZ	200	UNCH	$12
ISHARES MSCI (EIDO)	549	UNCH	$12
EIDO	549	UNCH	$12
FS KKR	608	UNCH	$12
FSK	608	UNCH	$12
INVESCO KBW	240	UNCH	$12
KBWR	240	UNCH	$12
GLOBAL X	262	+2	$12
LIT	262	+2	$12
NICOLET BANKSHARES (NIC)	134	-1	$12
NIC	134	-1	$12
VANGUARD MID (VO)	49	UNCH	$12
VO	49	UNCH	$12
BOOZ ALLEN	72	+72	$11
BAH	72	+72	$11
CAPITAL GROUP	355	UNCH	$11
CGUS	355	UNCH	$11
COMCAST CORP	255	UNCH	$11
CMCSA	255	UNCH	$11
CAPITAL ONE	75	UNCH	$11
COF	75	UNCH	$11
INTUIT INC	17	UNCH	$11
INTU	17	UNCH	$11
ISHARES RUSSELL (IWB)	37	UNCH	$11
IWB	37	UNCH	$11
MEDTRONIC PLC	126	+1	$11
MDT	126	+1	$11
VAIL RESORTS	50	UNCH	$11
MTN	50	UNCH	$11
NORWEGIAN CRUISE	518	UNCH	$11
NCLH	518	UNCH	$11
EXCHANGE TRADED (ROBO)	188	UNCH	$11
ROBO	188	UNCH	$11
UNITED AIRLINES	222	UNCH	$11
UAL	222	UNCH	$11
VANECK VIETNAM	827	UNCH	$11
VNM	827	UNCH	$11
ARK GENOMIC	351	UNCH	$10
ARKG	351	UNCH	$10
ASML HOLDING	10	UNCH	$10
ASML	10	UNCH	$10
ANAVEX LIFE	1,880	+1,880	$10
AVXL	1,880	+1,880	$10
DIMENSIONAL US	189	UNCH	$10
DFAT	189	UNCH	$10
BRP INC	147	+147	$10
DOOO	147	+147	$10
IAC INC	180	UNCH	$10
IAC	180	UNCH	$10
NUTRIEN LTD	180	+180	$10
NTR	180	+180	$10
PROLOGIS INC	75	+50	$10
PLD	75	+50	$10
BANK AMERICA	250	+250	$9
BAC	250	+250	$9
VANGUARD TOTAL (BND)	118	UNCH	$9
BND	118	UNCH	$9
LEONARDO DRS	400	UNCH	$9
DRS	400	UNCH	$9
FORD MOTOR	687	-1,649	$9
F	687	-1,649	$9
ISHARES IBOXX (HYG)	113	-2	$9
HYG	113	-2	$9
IDEXX LABS INC	17	UNCH	$9
IDXX	17	UNCH	$9
INFOSYS LTD	496	UNCH	$9
INFY	496	UNCH	$9
ISHARES RUSSELL (IWP)	78	+78	$9
IWP	78	+78	$9
ISHARES U S (IYE)	180	UNCH	$9
IYE	180	UNCH	$9
NORDSTROM INC	440	+440	$9
JWN	440	+440	$9
ONEOK INC	112	UNCH	$9
OKE	112	UNCH	$9
SOUTHERN COPPER	84	UNCH	$9
SCCO	84	UNCH	$9
SPDR SERIES (SLYG)	99	UNCH	$9
SLYG	99	UNCH	$9
INVESCO S&P	198	+198	$9
SPHD	198	+198	$9
VANGUARD FTSE (VGK)	137	-7	$9
VGK	137	-7	$9
VANGUARD FTSE (VPL)	122	-5	$9
VPL	122	-5	$9
VANGUARD EXTENDED (VXF)	50	UNCH	$9
VXF	50	UNCH	$9
CAPITAL GROUP	329	UNCH	$8
CGXU	329	UNCH	$8
DOCUSIGN INC	140	UNCH	$8
DOCU	140	UNCH	$8
FASTENAL CO	107	+107	$8
FAST	107	+107	$8
VANECK GOLD	246	+9	$8
GDX	246	+9	$8
HANESBRANDS INC	1,445	UNCH	$8
HBI	1,445	UNCH	$8
ISHARES RUSSELL (IWN)	50	+50	$8
IWN	50	+50	$8
ISHARES RUSSELL (IWO)	29	+29	$8
IWO	29	+29	$8
ISHARES RUSS (IWS)	65	+65	$8
IWS	65	+65	$8
CARMAX INC	90	UNCH	$8
KMX	90	UNCH	$8
LYFT INC	400	UNCH	$8
LYFT	400	UNCH	$8
MARRIOTT INTL	32	UNCH	$8
MAR	32	UNCH	$8
UIPATH INC	350	+350	$8
PATH	350	+350	$8
RIO TINTO	118	UNCH	$8
RIO	118	UNCH	$8
SYSCO CORP	100	UNCH	$8
SYY	100	UNCH	$8
SELECT SECTOR	100	UNCH	$8
XLC	100	UNCH	$8
ISHARES ESG (ESML)	185	UNCH	$7
ESML	185	UNCH	$7
FORTUNE BRANDS	80	UNCH	$7
FBIN	80	UNCH	$7
HUNTINGTON BANCSHARES (HBAN)	516	+516	$7
HBAN	516	+516	$7
LINDE PLC	16	UNCH	$7
LIN	16	UNCH	$7
PEMBINA PIPELINE	200	UNCH	$7
PBA	200	UNCH	$7
SOCIEDAD QUIMICA	137	UNCH	$7
SQM	137	UNCH	$7
SCRIPPS E W	1,700	UNCH	$7
SSP	1,700	UNCH	$7
CONSTELLATION BRANDS	25	UNCH	$7
STZ	25	UNCH	$7
VANGUARD FTSE (VEU)	125	UNCH	$7
VEU	125	UNCH	$7
WRAP TECHNOLOGIES	3,000	UNCH	$7
WRAP	3,000	UNCH	$7
NORTHERN LIGHTS	224	+34	$7
WWJD	224	+34	$7
ANALOG DEVICES	32	+32	$6
ADI	32	+32	$6
APA CORP	160	+160	$6
APA	160	+160	$6
BORG WARNER	160	UNCH	$6
BWA	160	UNCH	$6
INVESCO QUALITY	571	+571	$6
IQI	571	+571	$6
ISHARES U S (IYT)	80	+60	$6
IYT	80	+60	$6
LITHIUM AMERS	850	+850	$6
LAC	850	+850	$6
METLIFE INC	80	UNCH	$6
MET	80	UNCH	$6
WARNER BROS	701	+147	$6
WBD	701	+147	$6
INVESCO S&P	49	UNCH	$6
XMMO	49	UNCH	$6
AGNICO EAGLE	76	UNCH	$5
AEM	76	UNCH	$5
DISCOVER FINANCIAL	40	-35	$5
DFS	40	-35	$5
GUARDANT HEALTH	230	+230	$5
GH	230	+230	$5
KRATOS DEFENSE	275	UNCH	$5
KTOS	275	UNCH	$5
MATTHEWS INTL CORP CL A	153	UNCH	$5
MATW	153	UNCH	$5
QUIDELORTHO CORP	100	UNCH	$5
QDEL	100	UNCH	$5
ISHARES MSCI (SCJ)	65	+65	$5
SCJ	65	+65	$5
FIRST TRUST (SDVY)	150	+150	$5
SDVY	150	+150	$5
ZIMMER BIOMET	40	UNCH	$5
ZBH	40	UNCH	$5
FIRST MAJESTIC	765	UNCH	$4
AG	765	UNCH	$4
ALBEMARLE CORP	28	UNCH	$4
ALB	28	UNCH	$4
SIREN NASDAQ	128	UNCH	$4
BLCN	128	UNCH	$4
CROWN CASTLE	36	-100	$4
CCI	36	-100	$4
DIAGEO PLC	30	-30	$4
DEO	30	-30	$4
ISHARES MSCI (ECNS)	160	UNCH	$4
ECNS	160	UNCH	$4
GENERAL DYNAMICS	15	UNCH	$4
GD	15	UNCH	$4
SCHWAB US	48	UNCH	$4
SCHD	48	UNCH	$4
VANGUARD REAL (VNQ)	49	-274	$4
VNQ	49	-274	$4
ADVANCE AUTO	30	UNCH	$3
AAP	30	UNCH	$3
BOSTON SCIENTIFIC	50	UNCH	$3
BSX	50	UNCH	$3
CANADIAN SOLAR	167	UNCH	$3
CSIQ	167	UNCH	$3
GE HEALTHCARE	37	-100	$3
GEHC	37	-100	$3
ISHARES MORNINGSTAR (ISCB)	47	+47	$3
ISCB	47	+47	$3
LIFE TIME	200	UNCH	$3
LTH	200	UNCH	$3
SOUTHWEST AIRLINES	100	UNCH	$3
LUV	100	UNCH	$3
MADISON SQUARE	17	UNCH	$3
MSGS	17	UNCH	$3
NEWMONT CORP	84	UNCH	$3
NEM	84	UNCH	$3
VIRACTA THERAPEUTICS	3,000	UNCH	$3
VIRX	3,000	UNCH	$3
AIRBNB INC	10	UNCH	$2
ABNB	10	UNCH	$2
ARCADIUM LITHIUM	500	+500	$2
ALTM	500	+500	$2
BP PLC	40	UNCH	$2
BP	40	UNCH	$2
DELL TECHNOLOGIES	19	UNCH	$2
DELL	19	UNCH	$2
FIRSTENERGY CORP	53	UNCH	$2
FE	53	UNCH	$2
HONEYWELL INTL	11	UNCH	$2
HON	11	UNCH	$2
NORTHERN LIGHTS	63	-2,490	$2
ISMD	63	-2,490	$2
AMPLIFY TR	468	UNCH	$2
MJ	468	UNCH	$2
NEOGENOMICS INC	100	UNCH	$2
NEO	100	UNCH	$2
NET LEASE	72	-101	$2
NLOP	72	-101	$2
PENN ENTERTAINMENT	100	UNCH	$2
PENN	100	UNCH	$2
RIVIAN AUTOMOTIVE	157	UNCH	$2
RIVN	157	UNCH	$2
T ROWE	52	+52	$2
TCAF	52	+52	$2
TAKE TWO INTERACTIVE	12	UNCH	$2
TTWO	12	UNCH	$2
ASSOCIATED BANC	28	UNCH	$1
ASB	28	UNCH	$1
CNH INDUSTRIAL	100	UNCH	$1
CNHI	100	UNCH	$1
EQUITY LIFESTYLE	15	UNCH	$1
ELS	15	UNCH	$1
EL PASO ENERGY			$1
EP.PRC	13	+13	$1
FTAI INFRASTRUCTURE	200	UNCH	$1
FIP	200	UNCH	$1
VANECK JR	28	UNCH	$1
GDXJ	28	UNCH	$1
MASTERBRAND INC	80	UNCH	$1
MBC	80	UNCH	$1
NIKE INC	6	UNCH	$1
NKE	6	UNCH	$1
NUTEX HEALTH	15,000	UNCH	$1
NUTX	15,000	UNCH	$1
ORGANON & CO	28	UNCH	$1
OGN	28	UNCH	$1
OUSTER INC	100	UNCH	$1
OUST	100	UNCH	$1
SPROTT PHYSICAL	36	+36	$1
PHYS	36	+36	$1
PORTILLO S INC	100	UNCH	$1
PTLO	100	UNCH	$1
QUANTUMSCAPE CORP	80	UNCH	$1
QS	80	UNCH	$1
TRAVELERS COS	6	+6	$1
TRV	6	+6	$1
TWIN DISC	66	UNCH	$1
TWIN	66	UNCH	$1
WENDYS CO	27	UNCH	$1
WEN	27	UNCH	$1
ZIM INTEGRATED	97	UNCH	$1
ZIM	97	UNCH	$1
ACCO BRANDS	18	UNCH	<$1
ACCO	18	UNCH	$0
AVANOS MEDICAL	2	UNCH	<$1
AVNS	2	UNCH	$0
BRIGHTHOUSE FINANCIAL	7	UNCH	<$1
BHF	7	UNCH	$0
VANGUARD SHORT (BSV)	0	UNCH	$0
BSV	0	UNCH	$0
BLACKROCK MUNICIPAL	0	UNCH	$0
BTT	0	UNCH	$0
CITIGROUP INC	4	UNCH	<$1
C	4	UNCH	$0
EATON VANCE	20	+20	<$1
ETO	20	+20	$0
ISHARES CORE (IEFA)	0	UNCH	$0
IEFA	0	UNCH	$0
LANDS END	19	UNCH	<$1
LE	19	UNCH	$0
LUMEN TECHNOLOGIES	2	UNCH	<$1
LUMN	2	UNCH	$0
VIRTUS DIVID	19	+19	<$1
NFJ	19	+19	$0
NOVAVAX INC	61	UNCH	<$1
NVAX	61	UNCH	$0
PINNACLE WEST	5	UNCH	<$1
PNW	5	UNCH	$0
QURATE RETAIL	15	UNCH	<$1
QRTEA	15	UNCH	$0
RESTAURANT BRANDS	6	UNCH	<$1
QSR	6	UNCH	$0
ISHARES 20 PLUS (TLT)	0	UNCH	$0
TLT	0	UNCH	$0
VERALTO CORP	1	UNCH	<$1
VLTO	1	UNCH	$0
VIATRIS INC	6	UNCH	<$1
VTRS	6	UNCH	$0
WABTEC	2	UNCH	<$1
WAB	2	UNCH	$0
INVESCO EXCHANGE (XMLV)	0	UNCH	$0
XMLV	0	UNCH	$0
INVESCO S&P	0	UNCH	$0
XSLV	0	UNCH	$0
ZIMVIE INC	4	+0	$0
ZIMV	4	UNCH	$0
ARCHER DANIELS			$0 (exited)
ADM	0	-200	$0
ARM HOLDINGS			$0 (exited)
ARM	0	-170	$0
BRITISH AMERN			$0 (exited)
BTI	0	-301	$0
CION INVESTMENT			$0 (exited)
CION	0	-149	$0
ISHARES MSCI			$0 (exited)
DSI	0	UNCH	$0
ISHARES ESG			$0 (exited)
EAGG	0	UNCH	$0
EPAM SYSTEMS			$0 (exited)
EPAM	0	-40	$0
INVESCO MSCI			$0 (exited)
ERTH	0	UNCH	$0
ISHARES ESG			$0 (exited)
ESGE	0	UNCH	$0
FIRST TRUST			$0 (exited)
FIW	0	UNCH	$0
FIRST INDUSTRIAL			$0 (exited)
FR	0	-245	$0
FIRST TRUST			$0 (exited)
FYC	0	-1,059	$0
GEN DIGITAL			$0 (exited)
GEN	0	UNCH	$0
IDT CORP			$0 (exited)
IDT	0	-188	$0
MID AMERICA			$0 (exited)
MAA	0	-60	$0
ISHARES MSCI			$0 (exited)
MCHI	0	-810	$0
RANI THERAPEUTICS			$0 (exited)
RANI	0	-1,005	$0
ISHARES RESIDENTIAL			$0 (exited)
REZ	0	UNCH	$0
RTX CORP			$0 (exited)
RTX	0	-2	$0
SABRE CORP			$0 (exited)
SABR	0	-1,720	$0
STARBUCKS CORP			$0 (exited)
SBUX	0	UNCH	$0
INVESCO EXCHANGE			$0 (exited)
SPMO	0	-454	$0
ISHARES TRUST			$0 (exited)
SUSC	0	UNCH	$0
TERADYNE INC			$0 (exited)
TER	0	-85	$0
ISHARES 10 20YR			$0 (exited)
TLH	0	UNCH	$0
UNILEVER PLC			$0 (exited)
UL	0	-400	$0
ISHARES MSCI			$0 (exited)
USMV	0	-196	$0
SECTOR TECHNOLOGY			$0 (exited)
XLK	0	-108	$0
CONSUMER DISCRETIONARY			$0 (exited)
XLY	0	-55	$0
WISDOMTREE EMERGING			$0 (exited)
XSOE	0	-6,855	$0
ZOETIS INC	0	-200	$0 (exited)
ZTS	0	-200	$0

See Summary: IAG Wealth Partners LLC Top Holdings
See Details: Top 10 Stocks Held By IAG Wealth Partners LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
HTAB	+122,215	+$2,393
GNR	+8,267	+$479
DIA	+260	+$103
RACE	+75	+$33
GXC	+489	+$32
HAL	+766	+$30
IXUS	+436	+$30
FTCS	+235	+$20
ZION	+400	+$17
DVY	+119	+$15

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
XSOE	-6,855	-$198
FYC	-1,059	-$67
ZTS	-200	-$39
MCHI	-810	-$33
SPMO	-454	-$30
XLK	-108	-$21
UL	-400	-$19
USMV	-196	-$15
ADM	-200	-$14
FR	-245	-$13

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
NBCM	+72,569	+$1,570
MMIT	+61,489	+$1,341
PULS	+49,667	+$2,514
HAP	+31,031	+$2,120
BCOW	+27,478	+$187
AVDE	+22,000	+$1,786
GUNR	+15,348	+$644
SPMD	+10,253	+$1,216
OMFS	+10,252	+$308
SPSM	+7,645	+$400

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
SPDW	-274,520	-$7,396
GSIE	-37,831	-$321
JMST	-30,247	-$1,535
USFR	-11,363	-$570
GSLC	-7,078	+$1,976
SPTM	-6,899	+$674
NUMG	-6,275	-$178
SPYG	-4,741	+$432
CWI	-4,372	+$357

IAG Wealth Partners LLC Info

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

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