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,
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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,
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  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,
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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,
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  null,
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  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,
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  null,
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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",
  "TJX",
  "TRV",
  "UAL",
  "UPS",
  "VNQ",
  "NEM",
  "AAP",
  "MET",
  "VXF",
  "RCL",
  "AVXL",
  "VOE",
  "SCHW",
  "NTLA",
  null,
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  null,
  "VWO",
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  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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  "MSM",
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  "AEE",
  "WTS",
  "TOL",
  "ALB",
  "AMD",
  "SDY",
  "FI",
  "DOV",
  "F",
  "GNRC",
  "WEC",
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  "IWR",
  "NCLH",
  null,
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  "CAH",
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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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  "VBK",
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  "VB",
  "VOO",
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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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  "YUM",
  null,
  "IUSG",
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  "SOLV",
  "LNT",
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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,
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  null,
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  null,
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  null,
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  "TECH",
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  null,
  "BHF",
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  "CAKE",
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  "CTAS",
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  "C",
  "KO",
  "CMCSA",
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  "DHR",
  "DELL",
  "DE",
  "DAL",
  null,
  null,
  "DFS",
  "RSP",
  null,
  "EFA",
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  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
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  "LLY",
  "TSLA",
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  "PM",
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  "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 6 of 25

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808524409

Shares:9.0K

Value:$239.2K

% of Portfolio:0.0% ($239.2K/$643.4M)

CHEVRON CORP

CVX|166764100

Shares:1.4K

Value:$235.9K

% of Portfolio:0.0% ($235.9K/$643.4M)

PFIZER INC

PFE|717081103

Shares:9.0K

Value:$227.8K

% of Portfolio:0.0% ($227.8K/$643.4M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.2K

Value:$226.8K

% of Portfolio:0.0% ($226.8K/$643.4M)

464288802

Shares:1.9K

Value:$213.4K

% of Portfolio:0.0% ($213.4K/$643.4M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:392

Value:$209.1K

% of Portfolio:0.0% ($209.1K/$643.4M)

33734K109

Shares:2.0K

Value:$203.6K

% of Portfolio:0.0% ($203.6K/$643.4M)

DEERE & CO

DE|244199105

Shares:428

Value:$200.9K

% of Portfolio:0.0% ($200.9K/$643.4M)

Energy Transfer LP

ET|29273V100

Shares:10.5K

Value:$196.0K

% of Portfolio:0.0% ($196.0K/$643.4M)

37954Y293

Shares:2.9K

Value:$186.1K

% of Portfolio:0.0% ($186.1K/$643.4M)

ALLIANT ENERGY CORP

LNT|018802108

Shares:2.7K

Value:$172.3K

% of Portfolio:0.0% ($172.3K/$643.4M)

AT&T INC.

T|00206R102

Shares:6.0K

Value:$171.1K

% of Portfolio:0.0% ($171.1K/$643.4M)

MCDONALDS CORP

MCD|580135101

Shares:545

Value:$170.2K

% of Portfolio:0.0% ($170.2K/$643.4M)

464287598

IWD|464287598

Shares:879

Value:$165.4K

% of Portfolio:0.0% ($165.4K/$643.4M)

Alphabet Inc.

GOOG|02079K107

Shares:1.0K

Value:$158.0K

% of Portfolio:0.0% ($158.0K/$643.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.3K

Value:$157.7K

% of Portfolio:0.0% ($157.7K/$643.4M)

W. P. Carey Inc.

WPC|92936U109

Shares:2.5K

Value:$157.5K

% of Portfolio:0.0% ($157.5K/$643.4M)

CATERPILLAR INC

CAT|149123101

Shares:467

Value:$154.1K

% of Portfolio:0.0% ($154.1K/$643.4M)

VISA INC.

V|92826C839

Shares:439

Value:$153.9K

% of Portfolio:0.0% ($153.9K/$643.4M)

Merck & Co., Inc.

MRK|58933Y105

Shares:1.7K

Value:$152.0K

% of Portfolio:0.0% ($152.0K/$643.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524409)✕	9.0K	QoQ -5.95% (-570) YoY +170.67% (-5.7K)	All Managers (Combined)	$239.2K	0.0% ($239.2K/$643.4M)	QoQ -4.11% (-$10.3K) YoY -5.30% (-$13.4K)
CHEVRON CORP(CVXcusip166764100)	1.4K	QoQ -14.18% (-233) YoY -22.39% (-407)	All Managers (Combined)	$235.9K	0.0% ($235.9K/$643.4M)	QoQ -0.87% (-$2.1K) YoY -17.70% (-$50.7K)
PFIZER INC(PFEcusip717081103)	9.0K	QoQ +594.66% (+7.7K) YoY +533.47% (+7.6K)	All Managers (Combined)	$227.8K	0.0% ($227.8K/$643.4M)	QoQ +563.49% (+$193.4K) YoY +478.46% (+$188.4K)
NEXTERA ENERGY INC(NEEcusip65339F101)	3.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$226.8K	0.0% ($226.8K/$643.4M)	QoQ -1.11% (-$2.6K) YoY +10.92% (+$22.3K)
(cusip464288802)✕	1.9K	QoQ 0.00% (-0) YoY -2.92% (-56)	All Managers (Combined)	$213.4K	0.0% ($213.4K/$643.4M)	QoQ -5.52% (-$12.5K) YoY +2.14% (-$4.5K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	392	QoQ 0.00% (-0) YoY +71.17% (+163)	All Managers (Combined)	$209.1K	0.0% ($209.1K/$643.4M)	QoQ -6.33% (-$14.2K) YoY +64.12% (+$81.7K)
(cusip33734K109)✕	2.0K	QoQ 0.00% (-0) YoY -1.48% (-30)	All Managers (Combined)	$203.6K	0.0% ($203.6K/$643.4M)	QoQ -1.75% (-$3.6K) YoY +1.70% (-$3.4K)
DEERE & CO(DEcusip244199105)	428	QoQ -6.95% (-32) YoY -6.95% (-32)	All Managers (Combined)	$200.9K	0.0% ($200.9K/$643.4M)	QoQ +3.06% (-$6.0K) YoY +6.31% (-$11.9K)
Energy Transfer LP(ETcusip29273V100)	10.5K	QoQ +0.86% (-90) YoY +99.35% (+5.3K)	All Managers (Combined)	$196.0K	0.0% ($196.0K/$643.4M)	QoQ -4.29% (-$8.8K) YoY +135.58% (+$112.8K)
(cusip37954Y293)✕	2.9K	QoQ -0.84% (-25) YoY -7.42% (-234)	All Managers (Combined)	$186.1K	0.0% ($186.1K/$643.4M)	QoQ +4.47% (-$8.0K) YoY +20.57% (-$31.8K)
ALLIANT ENERGY CORP(LNTcusip018802108)	2.7K	QoQ +58.21% (+985) YoY +58.21% (+985)	All Managers (Combined)	$172.3K	0.0% ($172.3K/$643.4M)	QoQ +72.15% (+$72.2K) YoY +102.00% (+$87.0K)
AT&T INC.(Tcusip00206R102)	6.0K	QoQ +0.53% (+32) YoY +44.15% (+1.9K)	All Managers (Combined)	$171.1K	0.0% ($171.1K/$643.4M)	QoQ +24.85% (+$34.1K) YoY +131.61% (+$97.2K)
MCDONALDS CORP(MCDcusip580135101)	545	QoQ +37.97% (+150) YoY -34.09% (-282)	All Managers (Combined)	$170.2K	0.0% ($170.2K/$643.4M)	QoQ +48.67% (+$55.7K) YoY -26.98% (-$62.9K)
(IWDcusip464287598)	879	QoQ 0.00% (+0) YoY +109.78% (+460)	All Managers (Combined)	$165.4K	0.0% ($165.4K/$643.4M)	QoQ +1.63% (+$2.7K) YoY +120.38% (+$90.3K)
Alphabet Inc.(GOOGcusip02079K107)	1.0K	QoQ +65.35% (+400) YoY +106.53% (+522)	All Managers (Combined)	$158.0K	0.0% ($158.0K/$643.4M)	QoQ +35.68% (+$41.6K) YoY +111.83% (+$83.4K)
EXXON MOBIL CORP(XOMcusip30231G102)	1.3K	QoQ 0.00% (+0) YoY -28.05% (-517)	All Managers (Combined)	$157.7K	0.0% ($157.7K/$643.4M)	QoQ +10.56% (+$15.1K) YoY -26.38% (-$56.5K)
W. P. Carey Inc.(WPCcusip92936U109)	2.5K	QoQ +6.98% (+163) YoY -7.21% (-194)	All Managers (Combined)	$157.5K	0.0% ($157.5K/$643.4M)	QoQ +23.93% (+$30.4K) YoY +3.76% (-$5.7K)
CATERPILLAR INC(CATcusip149123101)	467	QoQ -9.67% (-50) YoY +834.00% (+417)	All Managers (Combined)	$154.1K	0.0% ($154.1K/$643.4M)	QoQ -17.87% (-$33.5K) YoY +741.05% (+$135.8K)
VISA INC.(Vcusip92826C839)	439	QoQ 0.00% (+0) YoY +13.14% (+51)	All Managers (Combined)	$153.9K	0.0% ($153.9K/$643.4M)	QoQ +10.89% (+$15.1K) YoY +42.08% (+$45.6K)
Merck & Co., Inc.(MRKcusip58933Y105)	1.7K	QoQ -8.13% (-150) YoY -5.09% (-91)	All Managers (Combined)	$152.0K	0.0% ($152.0K/$643.4M)	QoQ -17.12% (-$31.4K) YoY -35.45% (-$83.5K)