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 20 of 25

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464287796

Shares:135

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$643.4M)

ASML HOLDING NV

ASML|N07059210

Shares:10

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$643.4M)

ANALOG DEVICES INC

ADI|032654105

Shares:32

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$643.4M)

METLIFE INC

MET|59156R108

Shares:80

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$643.4M)

CURTISS WRIGHT CORP

CW|231561101

Shares:20

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$643.4M)

46137V464

Shares:55

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$643.4M)

HORMEL FOODS CORP /DE/

HRL|440452100

Shares:200

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$643.4M)

Life Time Group Holdings, Inc.

LTH|53190C102

Shares:200

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$643.4M)

PULTEGROUP INC/MI/

PHM|745867101

Shares:56

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$643.4M)

Prologis, Inc.

PLD|74340W103

Shares:50

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$643.4M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:133

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$643.4M)

Mastercard Inc

MA|57636Q104

Shares:10

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$643.4M)

CHEMICAL & MINING CO OF CHILE INC

SQM|833635105

Shares:137

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$643.4M)

CVS HEALTH Corp

CVS|126650100

Shares:78

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$643.4M)

DOVER Corp

DOV|260003108

Shares:30

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$643.4M)

GE Vernova Inc.

GEV|36828A101

Shares:17

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$643.4M)

WRAP TECHNOLOGIES, INC.

WRAP|98212N107

Shares:3.0K

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$643.4M)

464287192

Shares:80

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$643.4M)

FIRST MAJESTIC SILVER CORP

AG|32076V103

Shares:765

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$643.4M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:50

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$643.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287796)✕	135	QoQ 0.00% (+0) YoY -25.00% (-45)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$643.4M)	QoQ +8.19% (+$504) YoY -25.14% (-$2.2K)
ASML HOLDING NV(ASMLcusipN07059210)	10	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$643.4M)	QoQ -4.40% (-$305) YoY -31.72% (-$3.1K)
ANALOG DEVICES INC(ADIcusip032654105)	32	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$6.5K	0.0% ($6.5K/$643.4M)	QoQ -5.08% (-$346) YoY +1.95% (+$124)
METLIFE INC(METcusip59156R108)	80	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$6.4K	0.0% ($6.4K/$643.4M)	QoQ -1.93% (-$127) YoY +8.33% (+$494)
CURTISS WRIGHT CORP(CWcusip231561101)	20	QoQ 0.00% (-0) YoY NEW(+20)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$643.4M)	QoQ -10.58% (-$751) YoY NEW(+$6.3K)
(cusip46137V464)✕	55	QoQ -25.67% (-19) YoY +12.24% (+6)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$643.4M)	QoQ -31.55% (-$2.9K) YoY +11.17% (+$629)
HORMEL FOODS CORP /DE/(HRLcusip440452100)	200	QoQ 0.00% (-0) YoY -86.78% (-1.3K)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$643.4M)	QoQ -1.37% (-$86) YoY -88.28% (-$46.6K)
Life Time Group Holdings, Inc.(LTHcusip53190C102)	200	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$643.4M)	QoQ +36.52% (+$1.6K) YoY +94.58% (+$2.9K)
PULTEGROUP INC/MI/(PHMcusip745867101)	56	QoQ 0.00% (-0) YoY NEW(+56)	All Managers (Combined)	$5.8K	0.0% ($5.8K/$643.4M)	QoQ -5.59% (-$341) YoY NEW(+$5.8K)
Prologis, Inc.(PLDcusip74340W103)	50	QoQ -33.33% (-25) YoY -33.33% (-25)	All Managers (Combined)	$5.6K	0.0% ($5.6K/$643.4M)	QoQ -29.49% (-$2.3K) YoY -42.76% (-$4.2K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	133	QoQ 0.00% (-0) YoY -46.80% (-117)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$643.4M)	QoQ -5.04% (-$295) YoY -41.45% (-$3.9K)
Mastercard Inc(MAcusip57636Q104)	10	QoQ 0.00% (+0) YoY NEW(+10)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$643.4M)	QoQ +4.08% (+$215) YoY NEW(+$5.5K)
CHEMICAL & MINING CO OF CHILE INC(SQMcusip833635105)	137	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$5.4K	0.0% ($5.4K/$643.4M)	QoQ +9.27% (+$462) YoY -19.18% (-$1.3K)
CVS HEALTH Corp(CVScusip126650100)	78	QoQ -66.80% (-157) YoY -65.93% (-151)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$643.4M)	QoQ -49.83% (-$5.3K) YoY -71.01% (-$12.9K)
DOVER Corp(DOVcusip260003108)	30	QoQ 0.00% (-0) YoY NEW(+30)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$643.4M)	QoQ -6.36% (-$358) YoY NEW(+$5.3K)
GE Vernova Inc.(GEVcusip36828A101)	17	QoQ 0.00% (-0) YoY NEW(+17)	All Managers (Combined)	$5.2K	0.0% ($5.2K/$643.4M)	QoQ -7.18% (-$402) YoY NEW(+$5.2K)
WRAP TECHNOLOGIES, INC.(WRAPcusip98212N107)	3.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$643.4M)	QoQ -19.33% (-$1.2K) YoY -24.33% (-$1.6K)
(cusip464287192)✕	80	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$643.4M)	QoQ -5.25% (-$284) YoY -9.05% (-$510)
FIRST MAJESTIC SILVER CORP(AGcusip32076V103)	765	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.1K	0.0% ($5.1K/$643.4M)	QoQ +21.85% (+$918) YoY +13.78% (+$620)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	50	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.0K	0.0% ($5.0K/$643.4M)	QoQ +12.94% (+$578) YoY +47.27% (+$1.6K)