Iag-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "JOBY",
  "LTH",
  "ASB",
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  null,
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  null,
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  null,
  null,
  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,
  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
  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,
  null,
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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,
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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,
  null,
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  null,
  null,
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  null,
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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,
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  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  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,
  null,
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  null,
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  null,
  null,
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  null,
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  "O",
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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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  "AAP",
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  "LCNB",
  null,
  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,
  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,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  "SOLV",
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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,
  "SYY",
  null,
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  null,
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  null,
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  null,
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  null,
  "BHF",
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  "C",
  "KO",
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  "DE",
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  null,
  null,
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  null,
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  null,
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  "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 16 of 25

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Palantir Technologies Inc.

PLTR|69608A108

Shares:168

Value:$14.2K

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

ORMAT TECHNOLOGIES, INC.

ORA|686688102

Shares:200

Value:$14.2K

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

46138G664

Shares:345

Value:$14.0K

% of Portfolio:0.0% ($14.0K/$643.4M)

Blackstone Inc.

BX|09260D107

Shares:100

Value:$14.0K

% of Portfolio:0.0% ($14.0K/$643.4M)

78464A201

Shares:168

Value:$13.9K

% of Portfolio:0.0% ($13.9K/$643.4M)

FORD MOTOR CO

F|345370860

Shares:1.4K

Value:$13.9K

% of Portfolio:0.0% ($13.9K/$643.4M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:125

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$643.4M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:75

Value:$13.5K

% of Portfolio:0.0% ($13.5K/$643.4M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:75

Value:$13.4K

% of Portfolio:0.0% ($13.4K/$643.4M)

Leonardo DRS, Inc.

DRS|52661A108

Shares:400

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$643.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:56

Value:$13.1K

% of Portfolio:0.0% ($13.1K/$643.4M)

FS KKR Capital Corp

FSK|302635206

Shares:608

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$643.4M)

233051143

Shares:252

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$643.4M)

46138J742

Shares:257

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$643.4M)

REALTY INCOME CORP

O|756109104

Shares:218

Value:$12.6K

% of Portfolio:0.0% ($12.6K/$643.4M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:60

Value:$12.6K

% of Portfolio:0.0% ($12.6K/$643.4M)

DELTA AIR LINES, INC.

DAL|247361702

Shares:287

Value:$12.5K

% of Portfolio:0.0% ($12.5K/$643.4M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:93

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$643.4M)

46435G425

ESGU|46435G425

Shares:100

Value:$12.2K

% of Portfolio:0.0% ($12.2K/$643.4M)

37954Y830

Shares:310

Value:$12.1K

% of Portfolio:0.0% ($12.1K/$643.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	168	QoQ 0.00% (+0) YoY NEW(+168)	All Managers (Combined)	$14.2K	0.0% ($14.2K/$643.4M)	QoQ +11.59% (+$1.5K) YoY NEW(+$14.2K)
ORMAT TECHNOLOGIES, INC.(ORAcusip686688102)	200	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$14.2K	0.0% ($14.2K/$643.4M)	QoQ +4.50% (+$610) YoY +6.91% (+$916)
(cusip46138G664)✕	345	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$14.0K	0.0% ($14.0K/$643.4M)	QoQ -11.05% (-$1.7K) YoY -4.92% (-$727)
Blackstone Inc.(BXcusip09260D107)	100	QoQ 0.00% (-0) YoY NEW(+100)	All Managers (Combined)	$14.0K	0.0% ($14.0K/$643.4M)	QoQ -18.93% (-$3.3K) YoY NEW(+$14.0K)
(cusip78464A201)✕	168	QoQ +69.69% (+69) YoY +69.69% (+69)	All Managers (Combined)	$13.9K	0.0% ($13.9K/$643.4M)	QoQ +55.88% (+$5.0K) YoY +61.46% (+$5.3K)
FORD MOTOR CO(Fcusip345370860)	1.4K	QoQ +101.74% (+699) YoY +101.74% (+699)	All Managers (Combined)	$13.9K	0.0% ($13.9K/$643.4M)	QoQ +104.38% (+$7.1K) YoY +52.38% (+$4.8K)
EMERSON ELECTRIC CO(EMRcusip291011104)	125	QoQ 0.00% (-0) YoY NEW(+125)	All Managers (Combined)	$13.7K	0.0% ($13.7K/$643.4M)	QoQ -11.52% (-$1.8K) YoY NEW(+$13.7K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	75	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$13.5K	0.0% ($13.5K/$643.4M)	QoQ -4.15% (-$585) YoY +3.15% (+$412)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	75	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.4K	0.0% ($13.4K/$643.4M)	QoQ +0.55% (+$74) YoY +20.42% (+$2.3K)
Leonardo DRS, Inc.(DRScusip52661A108)	400	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$13.2K	0.0% ($13.2K/$643.4M)	QoQ +1.76% (+$228) YoY +48.84% (+$4.3K)
LOWES COMPANIES INC(LOWcusip548661107)	56	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$13.1K	0.0% ($13.1K/$643.4M)	QoQ -5.49% (-$760) YoY -8.44% (-$1.2K)
FS KKR Capital Corp(FSKcusip302635206)	608	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$12.7K	0.0% ($12.7K/$643.4M)	QoQ -3.54% (-$468) YoY +9.85% (+$1.1K)
(cusip233051143)✕	252	QoQ 0.00% (-0) YoY -56.99% (-334)	All Managers (Combined)	$12.7K	0.0% ($12.7K/$643.4M)	QoQ -5.33% (-$716) YoY -54.65% (-$15.3K)
(cusip46138J742)✕	257	QoQ NEW(+257) YoY NEW(+257)	All Managers (Combined)	$12.7K	0.0% ($12.7K/$643.4M)	QoQ NEW(+$12.7K) YoY NEW(+$12.7K)
REALTY INCOME CORP(Ocusip756109104)	218	QoQ 0.00% (+0) YoY NEW(+218)	All Managers (Combined)	$12.6K	0.0% ($12.6K/$643.4M)	QoQ +8.61% (+$1.0K) YoY NEW(+$12.6K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	60	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$12.6K	0.0% ($12.6K/$643.4M)	QoQ -0.45% (-$58) YoY -1.77% (-$227)
DELTA AIR LINES, INC.(DALcusip247361702)	287	QoQ 0.00% (-0) YoY -25.83% (-100)	All Managers (Combined)	$12.5K	0.0% ($12.5K/$643.4M)	QoQ -27.93% (-$4.9K) YoY -32.45% (-$6.0K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	93	QoQ 0.00% (+0) YoY -48.90% (-89)	All Managers (Combined)	$12.3K	0.0% ($12.3K/$643.4M)	QoQ +7.73% (+$882) YoY -60.46% (-$18.8K)
(ESGUcusip46435G425)	100	QoQ 0.00% (-0) YoY -79.16% (-380)	All Managers (Combined)	$12.2K	0.0% ($12.2K/$643.4M)	QoQ -5.36% (-$691) YoY -77.90% (-$43.0K)
(cusip37954Y830)✕	310	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$12.1K	0.0% ($12.1K/$643.4M)	QoQ +2.33% (+$276) YoY -7.91% (-$1.0K)