$245 Million is the total value of IAG Wealth Partners, LLC's 353 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPMO | New | INVESCO EXCHANGEmf closed and mf open | $81,000 | – | 1,519 | +100.0% | 0.03% | – |
| ARKG | New | ARK GENOMICmf closed and mf open | $33,000 | – | 351 | +100.0% | 0.01% | – |
| UL | New | UNILEVER PLC | $25,000 | – | 400 | +100.0% | 0.01% | – |
| COST | New | COSTCO WHOLESALE | $20,000 | – | 53 | +100.0% | 0.01% | – |
| PFE | New | PFIZER INC | $13,000 | – | 330 | +100.0% | 0.01% | – |
| XHE | New | SPDR S&Pmf closed and mf open | $12,000 | – | 100 | +100.0% | 0.01% | – |
| LPI | New | LAREDO PETROLEUM | $10,000 | – | 500 | +100.0% | 0.00% | – |
| ABNB | New | AIRBNB INC | $8,000 | – | 50 | +100.0% | 0.00% | – |
| PPC | New | PILGRIMS PRIDE | $7,000 | – | 320 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $6,000 | – | 285 | +100.0% | 0.00% | – |
| ENG | New | ENGLOBAL CORP | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
| KLAC | New | KLA CORP | $2,000 | – | 7 | +100.0% | 0.00% | – |
| GEVO | New | GEVO INC | $3,000 | – | 600 | +100.0% | 0.00% | – |
| FCEL | New | FUELCELL ENERGY | $2,000 | – | 150 | +100.0% | 0.00% | – |
| FE | New | FIRSTENERGY CORP | $2,000 | – | 53 | +100.0% | 0.00% | – |
| BSX | New | BOSTON SCIENTIFIC | $2,000 | – | 50 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR PORTFOLIO | 16 | Q3 2023 | 12.8% |
| SPDR PORTFOLIO | 16 | Q3 2023 | 12.2% |
| ISHARES CORE | 16 | Q3 2023 | 16.6% |
| GOLDMAN SACHS | 16 | Q3 2023 | 8.5% |
| GOLDMAN SACHS | 16 | Q3 2023 | 6.8% |
| WISDOMTREE U S | 16 | Q3 2023 | 6.7% |
| WISDOMTREE U S | 16 | Q3 2023 | 6.7% |
| SPDR PORTFOLIO | 16 | Q3 2023 | 7.1% |
| VANGUARD DIVIDEND | 16 | Q3 2023 | 4.8% |
| ISHARES MSCI | 16 | Q3 2023 | 3.1% |
View IAG Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-26 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-14 |
View IAG Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.