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

Page 2 of 25

Sort by:

78463X848

Shares:315.6K

Value:$9.3M

% of Portfolio:1.5% ($9.3M/$643.4M)

53700T827

Shares:345.9K

Value:$8.7M

% of Portfolio:1.4% ($8.7M/$643.4M)

97717X669

Shares:105.7K

Value:$8.4M

% of Portfolio:1.3% ($8.4M/$643.4M)

921908844

VIG|921908844

Shares:34.7K

Value:$6.7M

% of Portfolio:1.0% ($6.7M/$643.4M)

78464A409

SPYG|78464A409

Shares:75.8K

Value:$6.1M

% of Portfolio:0.9% ($6.1M/$643.4M)

46137V241

Shares:90.6K

Value:$6.0M

% of Portfolio:0.9% ($6.0M/$643.4M)

78464A649

Shares:213.5K

Value:$5.5M

% of Portfolio:0.8% ($5.5M/$643.4M)

78468R853

Shares:119.8K

Value:$4.9M

% of Portfolio:0.8% ($4.9M/$643.4M)

518416102

Shares:146.2K

Value:$4.5M

% of Portfolio:0.7% ($4.5M/$643.4M)

78463X541

Shares:83.5K

Value:$4.4M

% of Portfolio:0.7% ($4.4M/$643.4M)

78464A839

Shares:57.7K

Value:$4.4M

% of Portfolio:0.7% ($4.4M/$643.4M)

025072604

AVEM|025072604

Shares:73.8K

Value:$4.4M

% of Portfolio:0.7% ($4.4M/$643.4M)

25434V302

Shares:157.2K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$643.4M)

78464A508

SPYV|78464A508

Shares:79.6K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$643.4M)

47804J206

Shares:70.9K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$643.4M)

19761L706

Shares:121.9K

Value:$4.0M

% of Portfolio:0.6% ($4.0M/$643.4M)

46090A804

Shares:86.2K

Value:$4.0M

% of Portfolio:0.6% ($4.0M/$643.4M)

33939L407

Shares:101.7K

Value:$3.9M

% of Portfolio:0.6% ($3.9M/$643.4M)

464288604

Shares:74.9K

Value:$3.4M

% of Portfolio:0.5% ($3.4M/$643.4M)

31609A206

Shares:99.6K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$643.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78463X848)✕	315.6K	QoQ -5.24% (-17.5K) YoY -9.76% (-34.1K)	All Managers (Combined)	$9.3M	1.5% ($9.3M/$643.4M)	QoQ +0.31% (-$29.3K) YoY -6.01% (-$597.0K)
(cusip53700T827)✕	345.9K	QoQ NEW(+345.9K) YoY NEW(+345.9K)	All Managers (Combined)	$8.7M	1.4% ($8.7M/$643.4M)	QoQ NEW(+$8.7M) YoY NEW(+$8.7M)
(cusip97717X669)✕	105.7K	QoQ +9.18% (+8.9K) YoY +48.43% (+34.5K)	All Managers (Combined)	$8.4M	1.3% ($8.4M/$643.4M)	QoQ +7.73% (+$606.3K) YoY +55.58% (+$3.0M)
(VIGcusip921908844)	34.7K	QoQ -2.64% (-942) YoY -15.67% (-6.5K)	All Managers (Combined)	$6.7M	1.0% ($6.7M/$643.4M)	QoQ -3.55% (-$248.4K) YoY -10.42% (-$783.3K)
(SPYGcusip78464A409)	75.8K	QoQ +1.00% (-751) YoY -17.12% (-15.7K)	All Managers (Combined)	$6.1M	0.9% ($6.1M/$643.4M)	QoQ -7.65% (-$504.9K) YoY -8.94% (-$598.5K)
(cusip46137V241)✕	90.6K	QoQ -5.86% (-5.6K) YoY -19.58% (-22.1K)	All Managers (Combined)	$6.0M	0.9% ($6.0M/$643.4M)	QoQ -6.83% (-$441.0K) YoY -11.70% (-$796.7K)
(cusip78464A649)✕	213.5K	QoQ +5.08% (+10.3K) YoY +77.89% (+93.5K)	All Managers (Combined)	$5.5M	0.8% ($5.5M/$643.4M)	QoQ +7.39% (+$375.5K) YoY +79.72% (+$2.4M)
(cusip78468R853)✕	119.8K	QoQ +12.59% (+13.4K) YoY +32.62% (+29.5K)	All Managers (Combined)	$4.9M	0.8% ($4.9M/$643.4M)	QoQ +2.16% (+$103.7K) YoY +25.59% (+$995.4K)
(cusip518416102)✕	146.2K	QoQ -6.97% (-11.0K) YoY -17.05% (-30.1K)	All Managers (Combined)	$4.5M	0.7% ($4.5M/$643.4M)	QoQ +1.43% (-$64.3K) YoY -8.20% (-$404.9K)
(cusip78463X541)✕	83.5K	QoQ +720.44% (+73.3K) YoY +910.29% (+75.3K)	All Managers (Combined)	$4.4M	0.7% ($4.4M/$643.4M)	QoQ +777.98% (+$3.9M) YoY +828.68% (+$4.0M)
(cusip78464A839)✕	57.7K	QoQ -2.04% (-1.2K) YoY -8.91% (-5.6K)	All Managers (Combined)	$4.4M	0.7% ($4.4M/$643.4M)	QoQ -5.89% (-$278.3K) YoY -7.65% (-$368.4K)
(AVEMcusip025072604)	73.8K	QoQ +2.94% (+2.1K) YoY +26.83% (+15.6K)	All Managers (Combined)	$4.4M	0.7% ($4.4M/$643.4M)	QoQ +5.36% (+$226.1K) YoY +31.67% (+$1.1M)
(cusip25434V302)✕	157.2K	QoQ -1.04% (-1.7K) YoY NEW(+157.2K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$643.4M)	QoQ +0.97% (-$39.5K) YoY NEW(+$4.1M)
(SPYVcusip78464A508)	79.6K	QoQ -2.49% (-2.0K) YoY -6.42% (-5.5K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$643.4M)	QoQ -2.62% (-$109.7K) YoY -4.60% (-$196.5K)
(cusip47804J206)✕	70.9K	QoQ -26.22% (-25.2K) YoY -27.60% (-27.0K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$643.4M)	QoQ -29.22% (-$1.7M) YoY -27.70% (-$1.6M)
(cusip19761L706)✕	121.9K	QoQ +38.36% (+33.8K) YoY NEW(+121.9K)	All Managers (Combined)	$4.0M	0.6% ($4.0M/$643.4M)	QoQ +32.72% (+$998.6K) YoY NEW(+$4.0M)
(cusip46090A804)✕	86.2K	QoQ -10.70% (-10.3K) YoY -8.01% (-7.5K)	All Managers (Combined)	$4.0M	0.6% ($4.0M/$643.4M)	QoQ -9.68% (-$433.9K) YoY -7.77% (-$341.3K)
(cusip33939L407)✕	101.7K	QoQ -43.67% (-78.9K) YoY -17.83% (-22.1K)	All Managers (Combined)	$3.9M	0.6% ($3.9M/$643.4M)	QoQ -39.88% (-$2.6M) YoY -22.35% (-$1.1M)
(cusip464288604)✕	74.9K	QoQ +4.95% (-3.5K) YoY +14.29% (+9.4K)	All Managers (Combined)	$3.4M	0.5% ($3.4M/$643.4M)	QoQ -4.40% (-$155.4K) YoY +10.56% (+$322.5K)
(cusip31609A206)✕	99.6K	QoQ NEW(+99.6K) YoY NEW(+99.6K)	All Managers (Combined)	$2.9M	0.5% ($2.9M/$643.4M)	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)