Iag-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "JOBY",
  "LTH",
  "ASB",
  "KTOS",
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  null,
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  "FTAI",
  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
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  "MAIN",
  null,
  "ALL",
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  "AXP",
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  null,
  null,
  "ASML",
  "T",
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  "CAT",
  null,
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  "LOW",
  null,
  null,
  null,
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  null,
  null,
  null,
  "BSX",
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  null,
  null,
  null,
  null,
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  "LE",
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  "QS",
  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
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  "MCD",
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  null,
  null,
  null,
  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,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  "TWIN",
  null,
  null,
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  null,
  "CYBN",
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  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  "ZIM",
  "DLN",
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  "NOC",
  "OKE",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
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  null,
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  null,
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  "AAPL",
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  null,
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  "GS",
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  "PFE",
  null,
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  null,
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  null,
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  null,
  null,
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  "MSTR",
  null,
  null,
  "DGX",
  "PPG",
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  null,
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  null,
  null,
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  null,
  "NOW",
  "SHW",
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  "ROP",
  "O",
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  "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",
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  "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",
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  "MSM",
  "MTN",
  "AEE",
  "WTS",
  "TOL",
  "ALB",
  "AMD",
  "SDY",
  "FI",
  "DOV",
  "F",
  "GNRC",
  "WEC",
  "DEO",
  "WM",
  "IWR",
  "NCLH",
  null,
  "GSLC",
  "CAH",
  "BKR",
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  null,
  null,
  "IDXX",
  null,
  "UA",
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  "NVO",
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  null,
  "IVE",
  null,
  null,
  "HOG",
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  "ESGD",
  null,
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  null,
  null,
  "ELS",
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  "CEF",
  null,
  null,
  "RGA",
  "VEU",
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  "VB",
  "VOO",
  "VTV",
  "V",
  null,
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  "WEN",
  "WELL",
  "WPM",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KLG",
  "WRAP",
  "WPC",
  "WYNN",
  "XEL",
  "YUM",
  null,
  "IUSG",
  "ZIMV",
  "SOLV",
  "LNT",
  "AVNS",
  null,
  "ORC",
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  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
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  null,
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  "JCI",
  "SO",
  "TAK",
  null,
  "PSX",
  "CRM",
  null,
  null,
  "SYY",
  null,
  "IXUS",
  "MTUM",
  "LYB",
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  null,
  "GEV",
  "ZBH",
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  "MCK",
  null,
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  "GWW",
  "ESGU",
  null,
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  "ADP",
  "AVA",
  "BAC",
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  "BMO",
  "BK",
  "BRK-B",
  "BAX",
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  "TECH",
  "BA",
  "BAH",
  null,
  "BHF",
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  "CCJ",
  "CNI",
  "CPT",
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  "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",
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  "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

Page 12 of 25

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CINTAS CORP

CTAS|172908105

Shares:180

Value:$37.0K

% of Portfolio:0.0% ($37.0K/$643.4M)

Duke Energy CORP

DUK|26441C204

Shares:300

Value:$36.6K

% of Portfolio:0.0% ($36.6K/$643.4M)

72201R874

Shares:700

Value:$35.0K

% of Portfolio:0.0% ($35.0K/$643.4M)

464287879

Shares:350

Value:$34.1K

% of Portfolio:0.0% ($34.1K/$643.4M)

46434V621

DGRO|46434V621

Shares:549

Value:$33.9K

% of Portfolio:0.0% ($33.9K/$643.4M)

BECTON DICKINSON & CO

BDX|075887109

Shares:148

Value:$33.9K

% of Portfolio:0.0% ($33.9K/$643.4M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:475

Value:$33.4K

% of Portfolio:0.0% ($33.4K/$643.4M)

Ferrari N.V.

RACE|N3167Y103

Shares:75

Value:$32.1K

% of Portfolio:0.0% ($32.1K/$643.4M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:124

Value:$32.1K

% of Portfolio:0.0% ($32.1K/$643.4M)

BANK OF MONTREAL /CAN/

BMO|063671101

Shares:335

Value:$32.0K

% of Portfolio:0.0% ($32.0K/$643.4M)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:285

Value:$30.9K

% of Portfolio:0.0% ($30.9K/$643.4M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:904

Value:$30.9K

% of Portfolio:0.0% ($30.9K/$643.4M)

CAMDEN PROPERTY TRUST

CPT|133131102

Shares:250

Value:$30.6K

% of Portfolio:0.0% ($30.6K/$643.4M)

TKO Group Holdings, Inc.

TKO|87256C101

Shares:200

Value:$30.6K

% of Portfolio:0.0% ($30.6K/$643.4M)

46432F834

IXUS|46432F834

Shares:436

Value:$30.4K

% of Portfolio:0.0% ($30.4K/$643.4M)

Parker-Hannifin Corp

PH|701094104

Shares:50

Value:$30.4K

% of Portfolio:0.0% ($30.4K/$643.4M)

00214Q104

Shares:627

Value:$29.8K

% of Portfolio:0.0% ($29.8K/$643.4M)

78464A102

Shares:155

Value:$29.7K

% of Portfolio:0.0% ($29.7K/$643.4M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:270

Value:$29.7K

% of Portfolio:0.0% ($29.7K/$643.4M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:2.5K

Value:$29.4K

% of Portfolio:0.0% ($29.4K/$643.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CINTAS CORP(CTAScusip172908105)	180	QoQ 0.00% (+0) YoY +847.36% (+161)	All Managers (Combined)	$37.0K	0.0% ($37.0K/$643.4M)	QoQ +12.49% (+$4.1K) YoY +183.39% (+$23.9K)
Duke Energy CORP(DUKcusip26441C204)	300	QoQ -19.78% (-74) YoY NEW(+300)	All Managers (Combined)	$36.6K	0.0% ($36.6K/$643.4M)	QoQ -9.19% (-$3.7K) YoY NEW(+$36.6K)
(cusip72201R874)✕	700	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$35.0K	0.0% ($35.0K/$643.4M)	QoQ +0.36% (+$126) YoY +0.24% (+$84)
(cusip464287879)✕	350	QoQ -51.98% (-379) YoY -76.15% (-1.1K)	All Managers (Combined)	$34.1K	0.0% ($34.1K/$643.4M)	QoQ -56.90% (-$45.1K) YoY -77.38% (-$116.7K)
(DGROcusip46434V621)	549	QoQ 0.00% (+0) YoY +132.62% (+313)	All Managers (Combined)	$33.9K	0.0% ($33.9K/$643.4M)	QoQ +0.71% (+$242) YoY +147.53% (+$20.2K)
BECTON DICKINSON & CO(BDXcusip075887109)	148	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$33.9K	0.0% ($33.9K/$643.4M)	QoQ +0.96% (+$324) YoY -7.43% (-$2.7K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	475	QoQ 0.00% (-0) YoY NEW(+475)	All Managers (Combined)	$33.4K	0.0% ($33.4K/$643.4M)	QoQ -5.21% (-$1.8K) YoY NEW(+$33.4K)
Ferrari N.V.(RACEcusipN3167Y103)	75	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$32.1K	0.0% ($32.1K/$643.4M)	QoQ +0.71% (+$228) YoY -1.85% (-$605)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	124	QoQ 0.00% (-0) YoY -16.77% (-25)	All Managers (Combined)	$32.1K	0.0% ($32.1K/$643.4M)	QoQ -9.59% (-$3.4K) YoY -26.18% (-$11.4K)
BANK OF MONTREAL /CAN/(BMOcusip063671101)	335	QoQ 0.00% (-0) YoY -47.24% (-300)	All Managers (Combined)	$32.0K	0.0% ($32.0K/$643.4M)	QoQ -1.58% (-$516) YoY -48.41% (-$30.0K)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	285	QoQ 0.00% (+0) YoY +275.00% (+209)	All Managers (Combined)	$30.9K	0.0% ($30.9K/$643.4M)	QoQ +38.61% (+$8.6K) YoY +581.60% (+$26.4K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	904	QoQ 0.00% (+0) YoY -52.52% (-1.0K)	All Managers (Combined)	$30.9K	0.0% ($30.9K/$643.4M)	QoQ +8.86% (+$2.5K) YoY -44.45% (-$24.7K)
CAMDEN PROPERTY TRUST(CPTcusip133131102)	250	QoQ 0.00% (+0) YoY NEW(+250)	All Managers (Combined)	$30.6K	0.0% ($30.6K/$643.4M)	QoQ +5.39% (+$1.6K) YoY NEW(+$30.6K)
TKO Group Holdings, Inc.(TKOcusip87256C101)	200	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$30.6K	0.0% ($30.6K/$643.4M)	QoQ +7.52% (+$2.1K) YoY +76.84% (+$13.3K)
(IXUScusip46432F834)	436	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$30.4K	0.0% ($30.4K/$643.4M)	QoQ +5.54% (+$1.6K) YoY +2.87% (+$850)
Parker-Hannifin Corp(PHcusip701094104)	50	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$30.4K	0.0% ($30.4K/$643.4M)	QoQ -4.43% (-$1.4K) YoY +9.36% (+$2.6K)
(cusip00214Q104)✕	627	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$29.8K	0.0% ($29.8K/$643.4M)	QoQ -16.18% (-$5.8K) YoY -4.99% (-$1.6K)
(cusip78464A102)✕	155	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$29.7K	0.0% ($29.7K/$643.4M)	QoQ -4.95% (-$1.6K) YoY +5.16% (+$1.5K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	270	QoQ +92.85% (+130) YoY +92.85% (+130)	All Managers (Combined)	$29.7K	0.0% ($29.7K/$643.4M)	QoQ +102.77% (+$15.1K) YoY +103.55% (+$15.1K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	2.5K	QoQ +2.02% (-50) YoY NEW(+2.5K)	All Managers (Combined)	$29.4K	0.0% ($29.4K/$643.4M)	QoQ -22.95% (-$8.7K) YoY NEW(+$29.4K)