Iag-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "JOBY",
  "LTH",
  "ASB",
  "KTOS",
  "GDX",
  null,
  "MGEE",
  "FTAI",
  null,
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  "LYFT",
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  "QSR",
  "PBA",
  null,
  null,
  null,
  null,
  "FNDA",
  null,
  null,
  "OTTR",
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  "ABNB",
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  "MBC",
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  "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",
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  "MSFT",
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  "MS",
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  "FIS",
  "GE",
  null,
  null,
  "HRL",
  null,
  null,
  null,
  "ZIM",
  "DLN",
  "BX",
  "AMP",
  "FAST",
  "IJR",
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  "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

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AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:331

Value:$101.1K

% of Portfolio:0.0% ($101.1K/$643.4M)

Tesla, Inc.

TSLA|88160R101

Shares:388

Value:$100.6K

% of Portfolio:0.0% ($100.6K/$643.4M)

46435G268

Shares:1.6K

Value:$99.8K

% of Portfolio:0.0% ($99.8K/$643.4M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:2.2K

Value:$99.3K

% of Portfolio:0.0% ($99.3K/$643.4M)

46434G103

IEMG|46434G103

Shares:1.8K

Value:$98.8K

% of Portfolio:0.0% ($98.8K/$643.4M)

SOUTHERN CO

SO|842587107

Shares:1.1K

Value:$98.7K

% of Portfolio:0.0% ($98.7K/$643.4M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:423

Value:$97.9K

% of Portfolio:0.0% ($97.9K/$643.4M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:174

Value:$95.1K

% of Portfolio:0.0% ($95.1K/$643.4M)

33738R506

Shares:1.6K

Value:$93.7K

% of Portfolio:0.0% ($93.7K/$643.4M)

Broadcom Inc.

AVGO|11135F101

Shares:543

Value:$90.9K

% of Portfolio:0.0% ($90.9K/$643.4M)

XCEL ENERGY INC

XEL|98389B100

Shares:1.3K

Value:$90.3K

% of Portfolio:0.0% ($90.3K/$643.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:1.5K

Value:$90.3K

% of Portfolio:0.0% ($90.3K/$643.4M)

464287465

EFA|464287465

Shares:1.1K

Value:$89.4K

% of Portfolio:0.0% ($89.4K/$643.4M)

UNION PACIFIC CORP

UNP|907818108

Shares:375

Value:$88.6K

% of Portfolio:0.0% ($88.6K/$643.4M)

46434V647

Shares:3.6K

Value:$86.9K

% of Portfolio:0.0% ($86.9K/$643.4M)

78464A607

Shares:875

Value:$86.7K

% of Portfolio:0.0% ($86.7K/$643.4M)

97717X594

Shares:2.0K

Value:$85.6K

% of Portfolio:0.0% ($85.6K/$643.4M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:733

Value:$81.9K

% of Portfolio:0.0% ($81.9K/$643.4M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:1.1K

Value:$79.9K

% of Portfolio:0.0% ($79.9K/$643.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:468

Value:$79.7K

% of Portfolio:0.0% ($79.7K/$643.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	331	QoQ +0.30% (+1) YoY +0.60% (+2)	All Managers (Combined)	$101.1K	0.0% ($101.1K/$643.4M)	QoQ +4.51% (+$4.4K) YoY +23.00% (+$18.9K)
Tesla, Inc.(TSLAcusip88160R101)	388	QoQ +43.17% (-117) YoY +60.99% (+147)	All Managers (Combined)	$100.6K	0.0% ($100.6K/$643.4M)	QoQ -8.12% (-$8.9K) YoY +137.34% (+$58.2K)
(cusip46435G268)✕	1.6K	QoQ +11.92% (+170) YoY +11.92% (+170)	All Managers (Combined)	$99.8K	0.0% ($99.8K/$643.4M)	QoQ +2.94% (+$2.9K) YoY +6.69% (+$6.3K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	2.2K	QoQ +12.83% (+249) YoY +97.20% (+1.1K)	All Managers (Combined)	$99.3K	0.0% ($99.3K/$643.4M)	QoQ +27.98% (+$21.7K) YoY +113.11% (+$52.7K)
(IEMGcusip46434G103)	1.8K	QoQ -1.71% (-32) YoY 0.00% (+0)	All Managers (Combined)	$98.8K	0.0% ($98.8K/$643.4M)	QoQ +1.57% (-$1.5K) YoY +4.59% (+$4.3K)
SOUTHERN CO(SOcusip842587107)	1.1K	QoQ 0.00% (+0) YoY +31.29% (+256)	All Managers (Combined)	$98.7K	0.0% ($98.7K/$643.4M)	QoQ +11.69% (+$10.3K) YoY +68.28% (+$40.1K)
WASTE MANAGEMENT INC(WMcusip94106L109)	423	QoQ 0.00% (+0) YoY +5.48% (+22)	All Managers (Combined)	$97.9K	0.0% ($97.9K/$643.4M)	QoQ +14.72% (+$12.6K) YoY +14.57% (+$12.5K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	174	QoQ 0.00% (-0) YoY +125.97% (+97)	All Managers (Combined)	$95.1K	0.0% ($95.1K/$643.4M)	QoQ -4.59% (-$4.6K) YoY +195.55% (+$62.9K)
(cusip33738R506)✕	1.6K	QoQ 0.00% (-0) YoY -11.11% (-200)	All Managers (Combined)	$93.7K	0.0% ($93.7K/$643.4M)	QoQ -1.01% (-$960) YoY -7.36% (-$7.4K)
Broadcom Inc.(AVGOcusip11135F101)	543	QoQ -17.47% (-115) YoY +1106.66% (+498)	All Managers (Combined)	$90.9K	0.0% ($90.9K/$643.4M)	QoQ -40.40% (-$61.6K) YoY +52.42% (+$31.3K)
XCEL ENERGY INC(XELcusip98389B100)	1.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$90.3K	0.0% ($90.3K/$643.4M)	QoQ +4.84% (+$4.2K) YoY +31.70% (+$21.7K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	1.5K	QoQ 0.00% (+0) YoY +163.60% (+908)	All Managers (Combined)	$90.3K	0.0% ($90.3K/$643.4M)	QoQ +4.23% (+$3.7K) YoY +225.92% (+$62.6K)
(EFAcusip464287465)	1.1K	QoQ 0.00% (+0) YoY +431.06% (+888)	All Managers (Combined)	$89.4K	0.0% ($89.4K/$643.4M)	QoQ +8.09% (+$6.7K) YoY +443.50% (+$73.0K)
UNION PACIFIC CORP(UNPcusip907818108)	375	QoQ +200.00% (+250) YoY +87.50% (+175)	All Managers (Combined)	$88.6K	0.0% ($88.6K/$643.4M)	QoQ +210.78% (+$60.1K) YoY +80.11% (+$39.4K)
(cusip46434V647)✕	3.6K	QoQ 0.00% (+0) YoY NEW(+3.6K)	All Managers (Combined)	$86.9K	0.0% ($86.9K/$643.4M)	QoQ +1.21% (+$1.0K) YoY NEW(+$86.9K)
(cusip78464A607)✕	875	QoQ +322.70% (+668) YoY NEW(+875)	All Managers (Combined)	$86.7K	0.0% ($86.7K/$643.4M)	QoQ +323.81% (+$66.3K) YoY NEW(+$86.7K)
(cusip97717X594)✕	2.0K	QoQ 0.00% (-0) YoY +5.45% (-102)	All Managers (Combined)	$85.6K	0.0% ($85.6K/$643.4M)	QoQ -0.16% (-$138) YoY -0.37% (-$326)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	733	QoQ +146.80% (+436) YoY +214.59% (+500)	All Managers (Combined)	$81.9K	0.0% ($81.9K/$643.4M)	QoQ +132.54% (+$46.7K) YoY +199.26% (+$54.5K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	1.1K	QoQ 0.00% (-0) YoY -11.57% (-140)	All Managers (Combined)	$79.9K	0.0% ($79.9K/$643.4M)	QoQ -7.54% (-$6.5K) YoY -10.96% (-$9.8K)
PROCTER & GAMBLE Co(PGcusip742718109)	468	QoQ 0.00% (+0) YoY +73.33% (+198)	All Managers (Combined)	$79.7K	0.0% ($79.7K/$643.4M)	QoQ +1.65% (+$1.3K) YoY +82.18% (+$35.9K)