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,
  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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  "LOW",
  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,
  null,
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  null,
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  null,
  null,
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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,
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  null,
  null,
  "IJH",
  null,
  null,
  null,
  "TWIN",
  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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  "OKE",
  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,
  "NOW",
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  "O",
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  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
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  null,
  "STLD",
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  "TKO",
  "TXN",
  "TMO",
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  "UAL",
  "UPS",
  "VNQ",
  "NEM",
  "AAP",
  "MET",
  "VXF",
  "RCL",
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  "VOE",
  "SCHW",
  "NTLA",
  null,
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  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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  "AEE",
  "WTS",
  "TOL",
  "ALB",
  "AMD",
  "SDY",
  "FI",
  "DOV",
  "F",
  "GNRC",
  "WEC",
  "DEO",
  "WM",
  "IWR",
  "NCLH",
  null,
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  null,
  null,
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  null,
  "UA",
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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,
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  "V",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KLG",
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  "WPC",
  "WYNN",
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  null,
  "IUSG",
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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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  "ESGU",
  null,
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  null,
  "BHF",
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  "CSCO",
  "C",
  "KO",
  "CMCSA",
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  "CW",
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  "DELL",
  "DE",
  "DAL",
  null,
  null,
  "DFS",
  "RSP",
  null,
  "EFA",
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  "NEE",
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  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
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  "TSLA",
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  "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 23 of 25

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829658202

Shares:128

Value:$2.4K

% of Portfolio:0.0% ($2.4K/$643.4M)

CENTERPOINT ENERGY INC

CNP|15189T107

Shares:64

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$643.4M)

78468R663

Shares:25

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$643.4M)

EXELON CORP

EXC|30161N101

Shares:49

Value:$2.3K

% of Portfolio:0.0% ($2.3K/$643.4M)

66538H641

Shares:63

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$643.4M)

FIRSTENERGY CORP

FE|337932107

Shares:53

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$643.4M)

ALBEMARLE CORP

ALB|012653101

Shares:28

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$643.4M)

87283Q867

Shares:62

Value:$2.0K

% of Portfolio:0.0% ($2.0K/$643.4M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:7

Value:$1.9K

% of Portfolio:0.0% ($1.9K/$643.4M)

808524771

FNDX|808524771

Shares:78

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$643.4M)

Dell Technologies Inc.

DELL|24703L202

Shares:19

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$643.4M)

92189F791

GDXJ|92189F791

Shares:28

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$643.4M)

Kraft Heinz Co

KHC|500754106

Shares:49

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$643.4M)

Canadian Solar Inc.

CSIQ|136635109

Shares:167

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$643.4M)

ZIM Integrated Shipping Services Ltd.

ZIM|M9T951109

Shares:97

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$643.4M)

BP PLC

BP|055622104

Shares:40

Value:$1.4K

% of Portfolio:0.0% ($1.4K/$643.4M)

CITIGROUP INC

C|172967424

Shares:19

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$643.4M)

38150K103

Shares:43

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$643.4M)

808524730

Shares:43

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$643.4M)

46090F100

Shares:90

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$643.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip829658202)✕	128	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.4K	0.0% ($2.4K/$643.4M)	QoQ -25.38% (-$833) YoY -32.21% (-$1.2K)
CENTERPOINT ENERGY INC(CNPcusip15189T107)	64	QoQ 0.00% (+0) YoY NEW(+64)	All Managers (Combined)	$2.3K	0.0% ($2.3K/$643.4M)	QoQ +14.18% (+$288) YoY NEW(+$2.3K)
(cusip78468R663)✕	25	QoQ NEW(+25) YoY NEW(+25)	All Managers (Combined)	$2.3K	0.0% ($2.3K/$643.4M)	QoQ NEW(+$2.3K) YoY NEW(+$2.3K)
EXELON CORP(EXCcusip30161N101)	49	QoQ 0.00% (+0) YoY NEW(+49)	All Managers (Combined)	$2.3K	0.0% ($2.3K/$643.4M)	QoQ +22.45% (+$414) YoY NEW(+$2.3K)
(cusip66538H641)✕	63	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$643.4M)	QoQ -9.05% (-$214) YoY -5.24% (-$119)
FIRSTENERGY CORP(FEcusip337932107)	53	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$643.4M)	QoQ +1.61% (+$34) YoY +4.64% (+$95)
ALBEMARLE CORP(ALBcusip012653101)	28	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$643.4M)	QoQ -16.30% (-$393) YoY -45.32% (-$1.7K)
(cusip87283Q867)✕	62	QoQ +19.23% (+10) YoY +19.23% (+10)	All Managers (Combined)	$2.0K	0.0% ($2.0K/$643.4M)	QoQ +15.66% (+$271) YoY +27.29% (+$429)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	7	QoQ NEW(+7) YoY +16.66% (+1)	All Managers (Combined)	$1.9K	0.0% ($1.9K/$643.4M)	QoQ NEW(+$1.9K) YoY +34.03% (+$470)
(FNDXcusip808524771)	78	QoQ -92.97% (-1.0K) YoY -80.20% (-316)	All Managers (Combined)	$1.8K	0.0% ($1.8K/$643.4M)	QoQ -92.99% (-$24.4K) YoY -93.06% (-$24.7K)
Dell Technologies Inc.(DELLcusip24703L202)	19	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.7K	0.0% ($1.7K/$643.4M)	QoQ -20.91% (-$458) YoY -20.11% (-$436)
(GDXJcusip92189F791)	28	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$643.4M)	QoQ +33.83% (+$405) YoY +47.64% (+$517)
Kraft Heinz Co(KHCcusip500754106)	49	QoQ +48.48% (+16) YoY NEW(+49)	All Managers (Combined)	$1.5K	0.0% ($1.5K/$643.4M)	QoQ +47.18% (+$478) YoY NEW(+$1.5K)
Canadian Solar Inc.(CSIQcusip136635109)	167	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$643.4M)	QoQ -22.18% (-$412) YoY -56.21% (-$1.9K)
ZIM Integrated Shipping Services Ltd.(ZIMcusipM9T951109)	97	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$643.4M)	QoQ -32.06% (-$668) YoY +44.09% (+$433)
BP PLC(BPcusip055622104)	40	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.4K	0.0% ($1.4K/$643.4M)	QoQ +14.38% (+$170) YoY -10.28% (-$155)
CITIGROUP INC(Ccusip172967424)	19	QoQ +375.00% (+15) YoY +375.00% (+15)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$643.4M)	QoQ +378.36% (+$1.1K) YoY +433.20% (+$1.1K)
(cusip38150K103)✕	43	QoQ NEW(+43) YoY NEW(+43)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$643.4M)	QoQ NEW(+$1.3K) YoY NEW(+$1.3K)
(cusip808524730)✕	43	QoQ NEW(+43) YoY NEW(+43)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$643.4M)	QoQ NEW(+$1.3K) YoY NEW(+$1.3K)
(cusip46090F100)✕	90	QoQ NEW(+90) YoY NEW(+90)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$643.4M)	QoQ NEW(+$1.2K) YoY NEW(+$1.2K)