Latest IAG Wealth Partners, LLC Stock Portfolio

IAG Wealth Partners, LLC Performance:
2025 Q2: 0.65%YTD: 0.32%2024: 1.61%

Performance for 2025 Q2 is 0.65%, and YTD is 0.32%, and 2024 is 1.61%.

About IAG Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, IAG Wealth Partners, LLC reported an equity portfolio of $755.7 Millions as of 30 Jun, 2025.

The top stock holdings of IAG Wealth Partners, LLC are BIL, , GBIL. The fund has invested 10.1% of it's portfolio in SPDR PORTFOLIO and 7% of portfolio in JPMORGAN ACTIVE.

The fund managers got completely rid off NUVEEN DYNAMIC, ISHARES BIOTECHNOLOGY (IJR) and WISDOMTREE US (JAMF) stocks. They significantly reduced their stock positions in INVESCO RUSSELL (BSAE), INVESCO TOTAL (GSY) and AMERIPRISE FINANCIAL (AMP). IAG Wealth Partners, LLC opened new stock positions in ISHARES CORE (BGRN), PIMCO ENHANCED (BOND) and NICOLET BANKSHARES (NIC). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES FUTURE (BGRN), JPMORGAN BETABUILDERS (BBAX) and SPDR SERIES (BIL).

IAG Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that IAG Wealth Partners, LLC made a return of 0.65% in the last quarter. In trailing 12 months, it's portfolio return was 0.9%.
202020212022202320242025−20−100102030Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
ishares core25,812,000
pimco enhanced3,709,500
nicolet bankshares125,579
franklin us33,177
symbotic inc31,857
ishares core23,434
medtronic plc17,434
toro co16,963

New stocks bought by IAG Wealth Partners, LLC

Additions

Ticker% Inc.
ishares future4,821
jpmorgan betabuilders4,776
spdr series2,611
vanguard fste484
janus henderson207
schwab us173
franklin us169
columbia research143

Additions to existing portfolio by IAG Wealth Partners, LLC

Reductions

Ticker% Reduced
invesco russell-97.66
invesco total-92.26
ameriprise financial-90.91
citigroup inc-78.95
pfizer inc-78.9
ishares global-78.34
mckesson corp-66.67
pultegroup inc-64.29

IAG Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
wisdomtree us-49,569
wynn resorts-17,118
ferrari nv-32,091
takeda pharmaceutical-1,041
spdr bloomberg-2,293
qvc group-3.00
travelers cos-1,851
proshares ultra0.00

IAG Wealth Partners, LLC got rid off the above stocks

Sector Distribution

IAG Wealth Partners, LLC has about 96.7% of it's holdings in Others sector.

98%
Sector%
Others96.7
Technology1.8

Market Cap. Distribution

IAG Wealth Partners, LLC has about 1.2% of it's portfolio invested in the large-cap and mega-cap stocks.

97%
Category%
UNALLOCATED96.7
MID-CAP1.3
MEGA-CAP1.2

Stocks belong to which Index?

About 3.2% of the stocks held by IAG Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

97%
Index%
Others96.8
S&P 5001.9
RUSSELL 20001.3
Top 5 Winners (%)%
VRT
vertiv holdings
77.9 %
JOBY
joby aviation
75.3 %
AVGO
broadcom inc
64.6 %
QS
quantumscape corp
61.6 %
PLTR
palantir technologies
61.5 %
Top 5 Winners ($)$
IJR
ishares core
2.4 M
JAMF
wisdomtree us
0.4 M
MSFT
microsoft corp
0.2 M
NVDA
nvidia corp
0.2 M
ORCL
oracle corp
0.2 M
Top 5 Losers (%)%
UNH
unitedhealth group
-40.4 %
FAST
fastenal co
-29.7 %
MPW
medical properties
-28.2 %
BDX
becton dickinson
-24.8 %
BMY
bristol myers
-24.1 %
Top 5 Losers ($)$
AAPL
apple inc
-0.1 M
JNJ
johnson & johnson
-0.1 M
CVX
chevron corp
0.0 M
WEC
wec energy
0.0 M
ABBV
abbvie inc
0.0 M

IAG Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

BILGBILAEMBAGZDIJRBGRNGBILESGBAGZDVBPABCSDHCOMAFKBBAXAAXJCWIAEMBBILBILBILDIALDBEHCWIJAMFVIGBI..CS..BI..BI..AS..BILDFACHLGEBBAXAE..BI..B..C..AAXJJHCB..B..D....BU..B..C..

Current Stock Holdings of IAG Wealth Partners, LLC

IAG Wealth Partners, LLC has 492 stocks in it's portfolio. About 48.2% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for IAG Wealth Partners, LLC last quarter.

Last Reported on: 13 Aug, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of SPDR PORTFOLIO Position Held By IAG Wealth Partners, LLC

What % of Portfolio is BIL?:

No data available

Number of BIL shares held:

No data available

Change in No. of Shares Held:

No data available