IAG Wealth Partners, LLC
Q1 2025 13F Holdings
- Locationwaukesha, WI
- Num holdings
500
- Value ($000)
$643,364
- Date Filed04/16/2025
- Form type13F-HR
- CIK0001827261
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JBND JPMORGAN ACTIVE | MF CLOSED AND MF OPEN | 46654Q716 | $57.81M | 9 % | 1,080,249 | ||
KRE SPDR PORTFOLIO | MF CLOSED AND MF OPEN | 78464A854 | $52.06M | 8 % | 791,709 | ||
DLN WISDOMTREE U S | MF CLOSED AND MF OPEN | 97717W307 | $32.99M | 5 % | 415,606 | ||
AVIV AVANTIS INTL | MF CLOSED AND MF OPEN | 025072364 | $30.77M | 5 % | 542,800 | ||
GSLC GOLDMAN SACHS | MF CLOSED AND MF OPEN | 381430503 | $30.59M | 5 % | 277,916 | ||
MMIT NYLI MACKAY | MF CLOSED AND MF OPEN | 45409F827 | $26.07M | 4 % | 1,087,547 | ||
DON WISDOMTREE U S | MF CLOSED AND MF OPEN | 97717W505 | $24.02M | 4 % | 484,966 | ||
IVV ISHARES CORE | MF CLOSED AND MF OPEN | 464287200 | $22.65M | 4 % | 40,308 | ||
HTAB HARTFORD SCHRODERS | MF CLOSED AND MF OPEN | 41653L404 | $22.55M | 4 % | 1,176,456 | ||
GSIE GOLDMAN SACHS | MF CLOSED AND MF OPEN | 381430107 | $20.67M | 3 % | 579,855 |
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