Iag-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "JOBY",
  "LTH",
  "ASB",
  "KTOS",
  "GDX",
  null,
  "MGEE",
  "FTAI",
  null,
  "EXAS",
  "CSIQ",
  "LYFT",
  "MSGS",
  "QSR",
  "PBA",
  null,
  null,
  null,
  null,
  "FNDA",
  null,
  null,
  "OTTR",
  "MMM",
  "ABNB",
  "ABT",
  "MBC",
  "ABBV",
  "ADBE",
  "BABA",
  "MAIN",
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "GDXJ",
  null,
  null,
  "ASML",
  "T",
  "BLK",
  "QDEL",
  "CAT",
  null,
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  "BSX",
  "IAC",
  null,
  null,
  null,
  null,
  "DBEF",
  "CCI",
  "COF",
  "LE",
  null,
  null,
  null,
  null,
  "DUK",
  null,
  "NAVI",
  null,
  null,
  null,
  "QS",
  null,
  "EQH",
  null,
  "EOG",
  "UEC",
  null,
  null,
  null,
  "MATW",
  "AG",
  null,
  "FITB",
  null,
  null,
  "GD",
  "HD",
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  "FBIN",
  null,
  "FE",
  "UNP",
  null,
  "QCOM",
  "SCCO",
  "FIP",
  null,
  null,
  null,
  null,
  "ITW",
  "GSIE",
  "AMAT",
  "EMR",
  null,
  "META",
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  "TWIN",
  null,
  null,
  "LAC.TO",
  null,
  "CYBN",
  "BBUS",
  null,
  null,
  null,
  "KMI",
  null,
  "LHX",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  "SILA",
  "DRS",
  "MA",
  null,
  "ACCO",
  "BMI",
  "MSFT",
  "MDLZ",
  "MS",
  "EXC",
  "FIS",
  "GE",
  null,
  null,
  "HRL",
  null,
  null,
  null,
  "ZIM",
  "DLN",
  "BX",
  "AMP",
  "FAST",
  "IJR",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PYPL",
  "PEP",
  "IRM",
  null,
  "IEMG",
  null,
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "PG",
  "MRK",
  null,
  "VZ",
  "LPLA",
  "MPW",
  null,
  "AMGN",
  null,
  null,
  "ORA",
  "MSTR",
  null,
  null,
  "DGX",
  "PPG",
  "FNDX",
  null,
  "ROK",
  null,
  null,
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SPG",
  "ROP",
  "O",
  "RIO",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "SPLG",
  null,
  "STLD",
  "SBUX",
  "TKO",
  "TXN",
  "TMO",
  "TJX",
  "TRV",
  "UAL",
  "UPS",
  "VNQ",
  "NEM",
  "AAP",
  "MET",
  "VXF",
  "RCL",
  "AVXL",
  "VOE",
  "SCHW",
  "NTLA",
  null,
  "PNW",
  null,
  "VWO",
  "VSS",
  null,
  "PRF",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  "LCNB",
  null,
  null,
  "IEF",
  "TSM",
  null,
  "FSK",
  "VYM",
  "K",
  "EW",
  "VRT",
  "NFG",
  "MAT",
  "MSM",
  "MTN",
  "AEE",
  "WTS",
  "TOL",
  "ALB",
  "AMD",
  "SDY",
  "FI",
  "DOV",
  "F",
  "GNRC",
  "WEC",
  "DEO",
  "WM",
  "IWR",
  "NCLH",
  null,
  "GSLC",
  "CAH",
  "BKR",
  "EOLS",
  null,
  null,
  "IDXX",
  null,
  "UA",
  "RACE",
  "NVO",
  "VIGI",
  "AMZN",
  null,
  "IVE",
  null,
  null,
  "HOG",
  "SQM",
  "ESGD",
  null,
  "HII",
  null,
  null,
  "ELS",
  "EGP",
  "CEF",
  null,
  null,
  "RGA",
  "VEU",
  "VPL",
  "VGT",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  "VONE",
  "VBK",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  "WBD",
  "WMT",
  "WEN",
  "WELL",
  "WPM",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KLG",
  "WRAP",
  "WPC",
  "WYNN",
  "XEL",
  "YUM",
  null,
  "IUSG",
  "ZIMV",
  "SOLV",
  "LNT",
  "AVNS",
  null,
  "ORC",
  "OESX",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  null,
  "SCHF",
  "SCHA",
  "VAC",
  "LUMN",
  "INFY",
  "JCI",
  "SO",
  "TAK",
  null,
  "PSX",
  "CRM",
  null,
  null,
  "SYY",
  null,
  "IXUS",
  "MTUM",
  "LYB",
  "IUSV",
  null,
  "GEV",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  "GWW",
  "ESGU",
  null,
  "FDX",
  "KMB",
  "ADP",
  "AVA",
  "BAC",
  "BBWI",
  "BMO",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "TECH",
  "BA",
  "BAH",
  null,
  "BHF",
  "BWA",
  "BMY",
  "CCJ",
  "CNI",
  "CPT",
  "CCL",
  "CNP",
  "CAKE",
  "CVX",
  "CHRD",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "STZ",
  "CEG",
  "COST",
  "GLW",
  "CRGY",
  "CROX",
  "CVS",
  "CW",
  "DHR",
  "DELL",
  "DE",
  "DAL",
  null,
  null,
  "DFS",
  "RSP",
  null,
  "EFA",
  "ADI",
  "VOD",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 500
Total Value: 643364319
Accession Number: 0001104659-25-035534
Form Type: 13F-HR
CIK: iag-wealth-partners
Manager Name: Iag-Wealth-Partners

Data Enrichment

68% identified

342 identified158 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

500 positions • $643.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:442

Value:$64.1K

% of Portfolio:0.0% ($64.1K/$643.4M)

46435G516

ESGD|46435G516

Shares:765

Value:$62.5K

% of Portfolio:0.0% ($62.5K/$643.4M)

Walmart Inc.

WMT|931142103

Shares:712

Value:$62.5K

% of Portfolio:0.0% ($62.5K/$643.4M)

EXACT SCIENCES CORP

EXAS|30063P105

Shares:1.4K

Value:$62.3K

% of Portfolio:0.0% ($62.3K/$643.4M)

46428Q109

Shares:2.0K

Value:$60.6K

% of Portfolio:0.0% ($60.6K/$643.4M)

NATIONAL FUEL GAS CO

NFG|636180101

Shares:750

Value:$59.4K

% of Portfolio:0.0% ($59.4K/$643.4M)

ABBOTT LABORATORIES

ABT|002824100

Shares:446

Value:$59.1K

% of Portfolio:0.0% ($59.1K/$643.4M)

464287556

Shares:450

Value:$57.6K

% of Portfolio:0.0% ($57.6K/$643.4M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:705

Value:$55.2K

% of Portfolio:0.0% ($55.2K/$643.4M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:529

Value:$54.4K

% of Portfolio:0.0% ($54.4K/$643.4M)

922908611

VBR|922908611

Shares:290

Value:$54.0K

% of Portfolio:0.0% ($54.0K/$643.4M)

464287168

DVY|464287168

Shares:400

Value:$53.7K

% of Portfolio:0.0% ($53.7K/$643.4M)

00214Q203

Shares:797

Value:$52.8K

% of Portfolio:0.0% ($52.8K/$643.4M)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:315

Value:$52.3K

% of Portfolio:0.0% ($52.3K/$643.4M)

00214Q401

Shares:552

Value:$52.3K

% of Portfolio:0.0% ($52.3K/$643.4M)

464287572

Shares:531

Value:$51.1K

% of Portfolio:0.0% ($51.1K/$643.4M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:775

Value:$50.6K

% of Portfolio:0.0% ($50.6K/$643.4M)

921946406

VYM|921946406

Shares:385

Value:$49.6K

% of Portfolio:0.0% ($49.6K/$643.4M)

97717X651

Shares:1.1K

Value:$49.6K

% of Portfolio:0.0% ($49.6K/$643.4M)

MGE ENERGY INC

MGEE|55277P104

Shares:528

Value:$49.1K

% of Portfolio:0.0% ($49.1K/$643.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
APPLIED MATERIALS INC /DE(AMATcusip038222105)	442	QoQ -4.53% (-21) YoY +0.91% (-4)	All Managers (Combined)	$64.1K	0.0% ($64.1K/$643.4M)	QoQ -14.82% (-$11.2K) YoY -29.10% (-$26.3K)
(ESGDcusip46435G516)	765	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$62.5K	0.0% ($62.5K/$643.4M)	QoQ +7.28% (+$4.2K) YoY +2.22% (+$1.4K)
Walmart Inc.(WMTcusip931142103)	712	QoQ -12.31% (-100) YoY -71.30% (-1.8K)	All Managers (Combined)	$62.5K	0.0% ($62.5K/$643.4M)	QoQ -14.80% (-$10.9K) YoY -58.14% (-$86.8K)
EXACT SCIENCES CORP(EXAScusip30063P105)	1.4K	QoQ -10.83% (-175) YoY -17.24% (-300)	All Managers (Combined)	$62.3K	0.0% ($62.3K/$643.4M)	QoQ -31.30% (-$28.4K) YoY -48.12% (-$57.8K)
(cusip46428Q109)✕	2.0K	QoQ +59.46% (+729) YoY +144.37% (+1.2K)	All Managers (Combined)	$60.6K	0.0% ($60.6K/$643.4M)	QoQ +87.68% (+$28.3K) YoY +232.89% (+$42.4K)
NATIONAL FUEL GAS CO(NFGcusip636180101)	750	QoQ 0.00% (+0) YoY NEW(+750)	All Managers (Combined)	$59.4K	0.0% ($59.4K/$643.4M)	QoQ +30.50% (+$13.9K) YoY NEW(+$59.4K)
ABBOTT LABORATORIES(ABTcusip002824100)	446	QoQ 0.00% (+0) YoY +64.57% (+175)	All Managers (Combined)	$59.1K	0.0% ($59.1K/$643.4M)	QoQ +17.27% (+$8.7K) YoY +92.19% (+$28.4K)
(cusip464287556)✕	450	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$57.6K	0.0% ($57.6K/$643.4M)	QoQ -3.26% (-$1.9K) YoY -6.79% (-$4.2K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	705	QoQ 0.00% (+0) YoY -16.37% (-138)	All Managers (Combined)	$55.2K	0.0% ($55.2K/$643.4M)	QoQ +5.77% (+$3.0K) YoY -9.50% (-$5.8K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	529	QoQ +91.66% (+253) YoY +234.81% (+371)	All Managers (Combined)	$54.4K	0.0% ($54.4K/$643.4M)	QoQ +63.02% (+$21.0K) YoY +90.58% (+$25.8K)
(VBRcusip922908611)	290	QoQ +18.36% (+45) YoY +13.72% (+35)	All Managers (Combined)	$54.0K	0.0% ($54.0K/$643.4M)	QoQ +11.26% (+$5.5K) YoY +10.41% (+$5.1K)
(DVYcusip464287168)	400	QoQ NEW(+400) YoY +236.13% (+281)	All Managers (Combined)	$53.7K	0.0% ($53.7K/$643.4M)	QoQ NEW(+$53.7K) YoY +266.46% (+$39.1K)
(cusip00214Q203)✕	797	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$52.8K	0.0% ($52.8K/$643.4M)	QoQ -14.22% (-$8.8K) YoY +21.11% (+$9.2K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	315	QoQ 0.00% (-0) YoY NEW(+315)	All Managers (Combined)	$52.3K	0.0% ($52.3K/$643.4M)	QoQ -3.55% (-$1.9K) YoY NEW(+$52.3K)
(cusip00214Q401)✕	552	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$52.3K	0.0% ($52.3K/$643.4M)	QoQ -12.32% (-$7.3K) YoY +13.64% (+$6.3K)
(cusip464287572)✕	531	QoQ 0.00% (-0) YoY NEW(+531)	All Managers (Combined)	$51.1K	0.0% ($51.1K/$643.4M)	QoQ -4.44% (-$2.4K) YoY NEW(+$51.1K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	775	QoQ +1.30% (-10) YoY +181.81% (+500)	All Managers (Combined)	$50.6K	0.0% ($50.6K/$643.4M)	QoQ -22.54% (-$14.7K) YoY +174.50% (+$32.1K)
(VYMcusip921946406)	385	QoQ 0.00% (+0) YoY -26.66% (-140)	All Managers (Combined)	$49.6K	0.0% ($49.6K/$643.4M)	QoQ +1.07% (+$528) YoY -21.83% (-$13.9K)
(cusip97717X651)✕	1.1K	QoQ +62.00% (+408) YoY +62.00% (+408)	All Managers (Combined)	$49.6K	0.0% ($49.6K/$643.4M)	QoQ +47.04% (+$15.9K) YoY +51.75% (+$16.9K)
MGE ENERGY INC(MGEEcusip55277P104)	528	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$49.1K	0.0% ($49.1K/$643.4M)	QoQ -1.06% (-$528) YoY +18.09% (+$7.5K)