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 3 of 25

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64135A408

Shares:119.3K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$643.4M)

25434V773

Shares:99.6K

Value:$2.6M

% of Portfolio:0.4% ($2.6M/$643.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.8K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$643.4M)

92647N873

Shares:42.7K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$643.4M)

31609A503

Shares:78.2K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$643.4M)

47103U209

Shares:32.2K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$643.4M)

46654Q724

Shares:34.3K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$643.4M)

46641Q290

Shares:31.5K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$643.4M)

78468R887

Shares:14.0K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$643.4M)

78463X509

Shares:41.2K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$643.4M)

Apple Inc.

AAPL|037833100

Shares:6.9K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$643.4M)

78464A821

Shares:19.0K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$643.4M)

97717W604

Shares:42.6K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$643.4M)

67092P409

Shares:31.5K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$643.4M)

78468R408

Shares:53.0K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$643.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:7.4K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$643.4M)

922908769

VTI|922908769

Shares:4.3K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$643.4M)

025072802

Shares:16.6K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$643.4M)

46138E461

Shares:20.6K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$643.4M)

808524508

Shares:43.1K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$643.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip64135A408)✕	119.3K	QoQ +3.31% (+3.8K) YoY +60.23% (+44.8K)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$643.4M)	QoQ +11.83% (+$286.0K) YoY +67.84% (+$1.1M)
(cusip25434V773)✕	99.6K	QoQ +5.80% (+5.5K) YoY +48.40% (+32.5K)	All Managers (Combined)	$2.6M	0.4% ($2.6M/$643.4M)	QoQ +11.34% (+$262.1K) YoY +53.02% (+$891.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.8K	QoQ 0.00% (+0) YoY +142.13% (+2.8K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$643.4M)	QoQ +17.49% (+$378.3K) YoY +206.65% (+$1.7M)
(cusip92647N873)✕	42.7K	QoQ +16.72% (+6.1K) YoY +39.46% (+12.1K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$643.4M)	QoQ +12.81% (+$278.4K) YoY +42.86% (+$735.4K)
(cusip31609A503)✕	78.2K	QoQ +39389.89% (+78.0K) YoY NEW(+78.2K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$643.4M)	QoQ +37576.39% (+$2.4M) YoY NEW(+$2.5M)
(cusip47103U209)✕	32.2K	QoQ -12.27% (-4.5K) YoY -17.89% (-7.0K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$643.4M)	QoQ -18.20% (-$501.3K) YoY -17.80% (-$488.0K)
(cusip46654Q724)✕	34.3K	QoQ +1.76% (-595) YoY NEW(+34.3K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$643.4M)	QoQ -2.10% (-$44.1K) YoY NEW(+$2.0M)
(cusip46641Q290)✕	31.5K	QoQ +8.60% (-2.5K) YoY +3.14% (-960)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$643.4M)	QoQ -3.51% (-$69.5K) YoY -0.77% (-$14.9K)
(cusip78468R887)✕	14.0K	QoQ -12.93% (-2.1K) YoY -21.79% (-3.9K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$643.4M)	QoQ -16.18% (-$331.8K) YoY -14.23% (-$285.2K)
(cusip78463X509)✕	41.2K	QoQ +0.75% (+310) YoY +35.18% (+10.7K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$643.4M)	QoQ +3.38% (+$53.0K) YoY +47.06% (+$518.5K)
Apple Inc.(AAPLcusip037833100)	6.9K	QoQ -0.05% (-4) YoY +5.04% (+330)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$643.4M)	QoQ -11.35% (-$195.5K) YoY +36.05% (+$404.5K)
(cusip78464A821)✕	19.0K	QoQ -0.30% (-58) YoY -11.59% (-2.5K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$643.4M)	QoQ -8.82% (-$146.5K) YoY -19.52% (-$367.0K)
(cusip97717W604)✕	42.6K	QoQ -3.92% (-1.7K) YoY -8.05% (-3.7K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$643.4M)	QoQ -10.60% (-$161.8K) YoY -10.08% (-$152.8K)
(cusip67092P409)✕	31.5K	QoQ -5.21% (-1.7K) YoY -22.24% (-9.0K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$643.4M)	QoQ -14.13% (-$222.8K) YoY -24.97% (-$450.4K)
(cusip78468R408)✕	53.0K	QoQ -12.82% (-7.8K) YoY +9.71% (+4.7K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$643.4M)	QoQ -13.13% (-$201.6K) YoY +9.45% (+$115.2K)
JOHNSON & JOHNSON(JNJcusip478160104)	7.4K	QoQ +784.30% (+6.6K) YoY +846.18% (+6.7K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$643.4M)	QoQ +913.84% (+$1.1M) YoY +891.57% (+$1.1M)
(VTIcusip922908769)	4.3K	QoQ -0.64% (-28) YoY -10.46% (-508)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$643.4M)	QoQ -5.77% (-$73.2K) YoY -5.31% (-$67.1K)
(cusip025072802)✕	16.6K	QoQ -4.86% (-850) YoY -17.28% (-3.5K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$643.4M)	QoQ +1.95% (-$22.2K) YoY -12.41% (-$164.5K)
(cusip46138E461)✕	20.6K	QoQ -2.89% (-615) YoY -30.05% (-8.9K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$643.4M)	QoQ -7.62% (-$95.5K) YoY -25.24% (-$390.5K)
(cusip808524508)✕	43.1K	QoQ -10.41% (-5.0K) YoY +145.11% (-25.5K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$643.4M)	QoQ -15.29% (-$204.1K) YoY -21.13% (-$302.9K)