Iag-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "JOBY",
  "LTH",
  "ASB",
  "KTOS",
  "GDX",
  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
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  "BABA",
  "MAIN",
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "GDXJ",
  null,
  null,
  "ASML",
  "T",
  "BLK",
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  "CAT",
  null,
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  "LOW",
  null,
  null,
  null,
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  null,
  null,
  null,
  "BSX",
  "IAC",
  null,
  null,
  null,
  null,
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  "LE",
  null,
  null,
  null,
  null,
  "DUK",
  null,
  "NAVI",
  null,
  null,
  null,
  "QS",
  null,
  "EQH",
  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
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  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  "FBIN",
  null,
  "FE",
  "UNP",
  null,
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  "FIP",
  null,
  null,
  null,
  null,
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  null,
  "META",
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  "TWIN",
  null,
  null,
  "LAC.TO",
  null,
  "CYBN",
  "BBUS",
  null,
  null,
  null,
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  null,
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  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  "SILA",
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  null,
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  "FIS",
  "GE",
  null,
  null,
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  null,
  null,
  null,
  "ZIM",
  "DLN",
  "BX",
  "AMP",
  "FAST",
  "IJR",
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  "NOC",
  "OKE",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PYPL",
  "PEP",
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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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  "PLTR",
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  "PFE",
  null,
  "PG",
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  null,
  "VZ",
  "LPLA",
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  null,
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  null,
  null,
  "ORA",
  "MSTR",
  null,
  null,
  "DGX",
  "PPG",
  "FNDX",
  null,
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  null,
  null,
  "SCHX",
  null,
  "NOW",
  "SHW",
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  "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",
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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",
  "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",
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  "NVO",
  "VIGI",
  "AMZN",
  null,
  "IVE",
  null,
  null,
  "HOG",
  "SQM",
  "ESGD",
  null,
  "HII",
  null,
  null,
  "ELS",
  "EGP",
  "CEF",
  null,
  null,
  "RGA",
  "VEU",
  "VPL",
  "VGT",
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  "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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EOG RESOURCES INC

EOG|26875P101

Shares:139

Value:$17.8K

% of Portfolio:0.0% ($17.8K/$643.4M)

CYBIN INC.

CYBN|23256X407

Shares:2.8K

Value:$17.4K

% of Portfolio:0.0% ($17.4K/$643.4M)

41151J406

Shares:700

Value:$17.1K

% of Portfolio:0.0% ($17.1K/$643.4M)

WYNN RESORTS LTD

WYNN|983134107

Shares:205

Value:$17.1K

% of Portfolio:0.0% ($17.1K/$643.4M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:103

Value:$17.1K

% of Portfolio:0.0% ($17.1K/$643.4M)

Main Street Capital CORP

MAIN|56035L104

Shares:300

Value:$17.0K

% of Portfolio:0.0% ($17.0K/$643.4M)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:133

Value:$16.8K

% of Portfolio:0.0% ($16.8K/$643.4M)

AVISTA CORP

AVA|05379B107

Shares:400

Value:$16.7K

% of Portfolio:0.0% ($16.7K/$643.4M)

EASTGROUP PROPERTIES INC

EGP|277276101

Shares:95

Value:$16.7K

% of Portfolio:0.0% ($16.7K/$643.4M)

MCKESSON CORP

MCK|58155Q103

Shares:24

Value:$16.2K

% of Portfolio:0.0% ($16.2K/$643.4M)

ANAVEX LIFE SCIENCES CORP.

AVXL|032797300

Shares:1.9K

Value:$16.1K

% of Portfolio:0.0% ($16.1K/$643.4M)

Otter Tail Corp

OTTR|689648103

Shares:200

Value:$16.1K

% of Portfolio:0.0% ($16.1K/$643.4M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:33

Value:$15.9K

% of Portfolio:0.0% ($15.9K/$643.4M)

92189F643

Shares:180

Value:$15.8K

% of Portfolio:0.0% ($15.8K/$643.4M)

337345102

Shares:89

Value:$15.4K

% of Portfolio:0.0% ($15.4K/$643.4M)

United Airlines Holdings, Inc.

UAL|910047109

Shares:222

Value:$15.3K

% of Portfolio:0.0% ($15.3K/$643.4M)

CARNIVAL CORP

CCL|143658300

Shares:780

Value:$15.2K

% of Portfolio:0.0% ($15.2K/$643.4M)

ALLSTATE CORP

ALL|020002101

Shares:73

Value:$15.1K

% of Portfolio:0.0% ($15.1K/$643.4M)

Baker Hughes Co

BKR|05722G100

Shares:325

Value:$14.3K

% of Portfolio:0.0% ($14.3K/$643.4M)

BlackRock, Inc.

BLK|09290D101

Shares:15

Value:$14.2K

% of Portfolio:0.0% ($14.2K/$643.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EOG RESOURCES INC(EOGcusip26875P101)	139	QoQ -45.27% (-115) YoY -31.86% (-65)	All Managers (Combined)	$17.8K	0.0% ($17.8K/$643.4M)	QoQ -42.75% (-$13.3K) YoY -31.64% (-$8.3K)
CYBIN INC.(CYBNcusip23256X407)	2.8K	QoQ 0.00% (-0) YoY NEW(+2.8K)	All Managers (Combined)	$17.4K	0.0% ($17.4K/$643.4M)	QoQ -28.11% (-$6.8K) YoY NEW(+$17.4K)
(cusip41151J406)✕	700	QoQ NEW(+700) YoY NEW(+700)	All Managers (Combined)	$17.1K	0.0% ($17.1K/$643.4M)	QoQ NEW(+$17.1K) YoY NEW(+$17.1K)
WYNN RESORTS LTD(WYNNcusip983134107)	205	QoQ +17.14% (+30) YoY NEW(+205)	All Managers (Combined)	$17.1K	0.0% ($17.1K/$643.4M)	QoQ +13.52% (+$2.0K) YoY NEW(+$17.1K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	103	QoQ 0.00% (-0) YoY NEW(+103)	All Managers (Combined)	$17.1K	0.0% ($17.1K/$643.4M)	QoQ -15.94% (-$3.2K) YoY NEW(+$17.1K)
Main Street Capital CORP(MAINcusip56035L104)	300	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$17.0K	0.0% ($17.0K/$643.4M)	QoQ -3.44% (-$606) YoY +19.55% (+$2.8K)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	133	QoQ +129.31% (+75) YoY -17.90% (-29)	All Managers (Combined)	$16.8K	0.0% ($16.8K/$643.4M)	QoQ +87.31% (+$7.9K) YoY -17.56% (-$3.6K)
AVISTA CORP(AVAcusip05379B107)	400	QoQ 0.00% (+0) YoY -40.29% (-270)	All Managers (Combined)	$16.7K	0.0% ($16.7K/$643.4M)	QoQ +14.30% (+$2.1K) YoY -28.61% (-$6.7K)
EASTGROUP PROPERTIES INC(EGPcusip277276101)	95	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$16.7K	0.0% ($16.7K/$643.4M)	QoQ +9.75% (+$1.5K) YoY -2.01% (-$344)
MCKESSON CORP(MCKcusip58155Q103)	24	QoQ 0.00% (+0) YoY NEW(+24)	All Managers (Combined)	$16.2K	0.0% ($16.2K/$643.4M)	QoQ +18.08% (+$2.5K) YoY NEW(+$16.2K)
ANAVEX LIFE SCIENCES CORP.(AVXLcusip032797300)	1.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$16.1K	0.0% ($16.1K/$643.4M)	QoQ -20.11% (-$4.1K) YoY +68.56% (+$6.6K)
Otter Tail Corp(OTTRcusip689648103)	200	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$16.1K	0.0% ($16.1K/$643.4M)	QoQ +8.84% (+$1.3K) YoY -6.97% (-$1.2K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	33	QoQ +1000.00% (+30) YoY NEW(+33)	All Managers (Combined)	$15.9K	0.0% ($15.9K/$643.4M)	QoQ +964.98% (+$14.4K) YoY NEW(+$15.9K)
(cusip92189F643)✕	180	QoQ -85.24% (-1.0K) YoY -83.41% (-905)	All Managers (Combined)	$15.8K	0.0% ($15.8K/$643.4M)	QoQ -85.99% (-$97.3K) YoY -83.76% (-$81.7K)
(cusip337345102)✕	89	QoQ 0.00% (-0) YoY NEW(+89)	All Managers (Combined)	$15.4K	0.0% ($15.4K/$643.4M)	QoQ -7.81% (-$1.3K) YoY NEW(+$15.4K)
United Airlines Holdings, Inc.(UALcusip910047109)	222	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$15.3K	0.0% ($15.3K/$643.4M)	QoQ -28.88% (-$6.2K) YoY +44.21% (+$4.7K)
CARNIVAL CORP(CCLcusip143658300)	780	QoQ -15.21% (-140) YoY -33.04% (-385)	All Managers (Combined)	$15.2K	0.0% ($15.2K/$643.4M)	QoQ -33.55% (-$7.7K) YoY -19.97% (-$3.8K)
ALLSTATE CORP(ALLcusip020002101)	73	QoQ NEW(+73) YoY NEW(+73)	All Managers (Combined)	$15.1K	0.0% ($15.1K/$643.4M)	QoQ NEW(+$15.1K) YoY NEW(+$15.1K)
Baker Hughes Co(BKRcusip05722G100)	325	QoQ 0.00% (+0) YoY NEW(+325)	All Managers (Combined)	$14.3K	0.0% ($14.3K/$643.4M)	QoQ +7.14% (+$952) YoY NEW(+$14.3K)
BlackRock, Inc.(BLKcusip09290D101)	15	QoQ -40.00% (-10) YoY NEW(+15)	All Managers (Combined)	$14.2K	0.0% ($14.2K/$643.4M)	QoQ -44.60% (-$11.4K) YoY NEW(+$14.2K)