Iag-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  "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

Page 11 of 25

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Alphabet Inc.

GOOGL|02079K305

Shares:300

Value:$46.4K

% of Portfolio:0.0% ($46.4K/$643.4M)

46641Q399

BBUS|46641Q399

Shares:459

Value:$46.3K

% of Portfolio:0.0% ($46.3K/$643.4M)

WELLTOWER INC.

WELL|95040Q104

Shares:300

Value:$46.0K

% of Portfolio:0.0% ($46.0K/$643.4M)

Elevance Health, Inc.

ELV|036752103

Shares:104

Value:$45.2K

% of Portfolio:0.0% ($45.2K/$643.4M)

COMCAST CORP

CMCSA|20030N101

Shares:1.2K

Value:$44.8K

% of Portfolio:0.0% ($44.8K/$643.4M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:728

Value:$43.7K

% of Portfolio:0.0% ($43.7K/$643.4M)

464287150

ITOT|464287150

Shares:345

Value:$42.1K

% of Portfolio:0.0% ($42.1K/$643.4M)

78463X400

Shares:489

Value:$42.1K

% of Portfolio:0.0% ($42.1K/$643.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:80

Value:$41.9K

% of Portfolio:0.0% ($41.9K/$643.4M)

NAVIENT CORP

NAVI|63938C108

Shares:3.3K

Value:$41.7K

% of Portfolio:0.0% ($41.7K/$643.4M)

35473P769

Shares:1.1K

Value:$41.4K

% of Portfolio:0.0% ($41.4K/$643.4M)

81369Y506

Shares:441

Value:$41.2K

% of Portfolio:0.0% ($41.2K/$643.4M)

46137V431

Shares:407

Value:$40.7K

% of Portfolio:0.0% ($40.7K/$643.4M)

922908595

VBK|922908595

Shares:161

Value:$40.5K

% of Portfolio:0.0% ($40.5K/$643.4M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:150

Value:$40.4K

% of Portfolio:0.0% ($40.4K/$643.4M)

Salesforce, Inc.

CRM|79466L302

Shares:150

Value:$40.3K

% of Portfolio:0.0% ($40.3K/$643.4M)

92206C730

VONE|92206C730

Shares:158

Value:$40.1K

% of Portfolio:0.0% ($40.1K/$643.4M)

STEEL DYNAMICS INC

STLD|858119100

Shares:317

Value:$39.6K

% of Portfolio:0.0% ($39.6K/$643.4M)

98149E303

Shares:617

Value:$38.2K

% of Portfolio:0.0% ($38.2K/$643.4M)

FEDEX CORP

FDX|31428X106

Shares:152

Value:$37.1K

% of Portfolio:0.0% ($37.1K/$643.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	300	QoQ -11.76% (-40) YoY -12.53% (-43)	All Managers (Combined)	$46.4K	0.0% ($46.4K/$643.4M)	QoQ -27.87% (-$17.9K) YoY -10.30% (-$5.3K)
(BBUScusip46641Q399)	459	QoQ 0.00% (-0) YoY +1.10% (+5)	All Managers (Combined)	$46.3K	0.0% ($46.3K/$643.4M)	QoQ -4.75% (-$2.3K) YoY +8.01% (+$3.4K)
WELLTOWER INC.(WELLcusip95040Q104)	300	QoQ 0.00% (+0) YoY -57.14% (-400)	All Managers (Combined)	$46.0K	0.0% ($46.0K/$643.4M)	QoQ +21.56% (+$8.2K) YoY -29.72% (-$19.4K)
Elevance Health, Inc.(ELVcusip036752103)	104	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$45.2K	0.0% ($45.2K/$643.4M)	QoQ +17.90% (+$6.9K) YoY -16.11% (-$8.7K)
COMCAST CORP(CMCSAcusip20030N101)	1.2K	QoQ +20.21% (+204) YoY +375.68% (+958)	All Managers (Combined)	$44.8K	0.0% ($44.8K/$643.4M)	QoQ +18.20% (+$6.9K) YoY +304.92% (+$33.7K)
ALTRIA GROUP, INC.(MOcusip02209S103)	728	QoQ +11.14% (+73) YoY +18.18% (+112)	All Managers (Combined)	$43.7K	0.0% ($43.7K/$643.4M)	QoQ +27.57% (+$9.4K) YoY +62.82% (+$16.9K)
(ITOTcusip464287150)	345	QoQ -4.95% (-18) YoY +15.77% (+47)	All Managers (Combined)	$42.1K	0.0% ($42.1K/$643.4M)	QoQ -9.84% (-$4.6K) YoY +22.50% (+$7.7K)
(cusip78463X400)✕	489	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$42.1K	0.0% ($42.1K/$643.4M)	QoQ +13.33% (+$4.9K) YoY +30.74% (+$9.9K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	80	QoQ NEW(+80) YoY -38.93% (-51)	All Managers (Combined)	$41.9K	0.0% ($41.9K/$643.4M)	QoQ NEW(+$41.9K) YoY -35.34% (-$22.9K)
NAVIENT CORP(NAVIcusip63938C108)	3.3K	QoQ 0.00% (-0) YoY NEW(+3.3K)	All Managers (Combined)	$41.7K	0.0% ($41.7K/$643.4M)	QoQ -4.96% (-$2.2K) YoY NEW(+$41.7K)
(cusip35473P769)✕	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$41.4K	0.0% ($41.4K/$643.4M)	QoQ -2.79% (-$1.2K) YoY NEW(+$41.4K)
(cusip81369Y506)✕	441	QoQ -15.35% (-80) YoY -1.34% (-6)	All Managers (Combined)	$41.2K	0.0% ($41.2K/$643.4M)	QoQ -7.65% (-$3.4K) YoY -2.34% (-$991)
(cusip46137V431)✕	407	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$40.7K	0.0% ($40.7K/$643.4M)	QoQ -4.76% (-$2.0K) YoY -6.20% (-$2.7K)
(VBKcusip922908595)	161	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$40.5K	0.0% ($40.5K/$643.4M)	QoQ -10.10% (-$4.6K) YoY -3.43% (-$1.4K)
AMERICAN EXPRESS CO(AXPcusip025816109)	150	QoQ NEW(+150) YoY NEW(+150)	All Managers (Combined)	$40.4K	0.0% ($40.4K/$643.4M)	QoQ NEW(+$40.4K) YoY NEW(+$40.4K)
Salesforce, Inc.(CRMcusip79466L302)	150	QoQ 0.00% (-0) YoY +15.38% (+20)	All Managers (Combined)	$40.3K	0.0% ($40.3K/$643.4M)	QoQ -19.72% (-$9.9K) YoY +2.81% (+$1.1K)
(VONEcusip92206C730)	158	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$40.1K	0.0% ($40.1K/$643.4M)	QoQ -4.82% (-$2.0K) YoY +6.51% (+$2.5K)
STEEL DYNAMICS INC(STLDcusip858119100)	317	QoQ -7.58% (-26) YoY NEW(+317)	All Managers (Combined)	$39.6K	0.0% ($39.6K/$643.4M)	QoQ +1.33% (-$524) YoY NEW(+$39.6K)
(cusip98149E303)✕	617	QoQ +45.17% (+192) YoY NEW(+617)	All Managers (Combined)	$38.2K	0.0% ($38.2K/$643.4M)	QoQ +72.81% (+$16.1K) YoY NEW(+$38.2K)
FEDEX CORP(FDXcusip31428X106)	152	QoQ 0.00% (-0) YoY NEW(+152)	All Managers (Combined)	$37.1K	0.0% ($37.1K/$643.4M)	QoQ -13.34% (-$5.7K) YoY NEW(+$37.1K)